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06-25

$Genting Sing(G13.SI)$

2022-12-25

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Bulls And Bears Of The Week: Tesla, Apple, Disney, And Schiff Says MicroStrategy's Bitcoin Buys A Sign Of Desperation

2022-12-21

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Year in Review: Can Singapore Hospitality REITs Soar in 2023?

2022-12-19

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2022-12-17

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2022-12-16

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With A Forward P/E Of 28, Is Tesla Now A Value Stock?

2022-12-15

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In 60 Seconds Before CPI Hit, Heavy Trading Drove Mystery Rally

2022-12-14

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Fed to Downshift to Half-Point Hike But Point to Higher Peak

2022-12-12

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2022-12-11

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2022-12-09

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7 Singapore Stocks That Paid Uninterrupted Dividends for a Decade

2022-12-08

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Singapore Shares May Open Under Pressure On Thursday

2022-12-07

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2022-12-05

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2022-12-04

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2022-12-04

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SGX Weekly Review: Singapore Airlines, Savings Rates for Local Banks and SATS’ Acquisition Funding Plan

2022-12-02

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TSMC Vs. Intel: The New King Of The Hill

2022-12-02

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Stocks Open Higher to Start December As Traders Cheer Data Pointing to Easing Inflation

2022-12-01

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Stocks Open Little Changed As Investors Await Powell Speech

2022-11-30

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Is GOOG Stock About to Turn a Corner? Not So Fast

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Sing(G13.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320643419541528","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925114781,"gmtCreate":1671953654144,"gmtModify":1676538614954,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925114781","repostId":"1129095687","repostType":4,"repost":{"id":"1129095687","kind":"news","pubTimestamp":1671930211,"share":"https://ttm.financial/m/news/1129095687?lang=&edition=fundamental","pubTime":"2022-12-25 09:03","market":"us","language":"en","title":"Bulls And Bears Of The Week: Tesla, Apple, Disney, And Schiff Says MicroStrategy's Bitcoin Buys A Sign Of Desperation","url":"https://stock-news.laohu8.com/highlight/detail?id=1129095687","media":"Benzinga","summary":"ZINGER KEY POINTSWhy Morgan Stanley analysts see the recent drop in Tesla's stock as a buying opport","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>Why Morgan Stanley analysts see the recent drop in Tesla&#39;s stock as a buying opportunity.</li><li>Apple analyst Ming-Chi Kuo is not optimistic about the prospects of major tech stocks in 2023.</li></ul><p>Benzinga examined the prospects formany investors&#39; favorite stocksover the last week — here&#39;s a look at some of our top stories.</p><p>With 2022 coming to a close, the much-anticipated &#34;Santa Claus rally&#34; period is now underway, as the markets were muted ahead of Christmas. 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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bulls And Bears Of The Week: Tesla, Apple, Disney, And Schiff Says MicroStrategy's Bitcoin Buys A Sign Of Desperation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBulls And Bears Of The Week: Tesla, Apple, Disney, And Schiff Says MicroStrategy's Bitcoin Buys A Sign Of Desperation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-25 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/large-cap/22/12/30187397/bulls-and-bears-of-the-week-tesla-apple-disney-and-schiff-says-microstrategys-bitcoin-buys-a-sign-><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSWhy Morgan Stanley analysts see the recent drop in Tesla's stock as a buying opportunity.Apple analyst Ming-Chi Kuo is not optimistic about the prospects of major tech stocks in 2023....</p>\n\n<a href=\"https://www.benzinga.com/news/large-cap/22/12/30187397/bulls-and-bears-of-the-week-tesla-apple-disney-and-schiff-says-microstrategys-bitcoin-buys-a-sign-\">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","TSLA":"特斯拉","DIS":"迪士尼"},"source_url":"https://www.benzinga.com/news/large-cap/22/12/30187397/bulls-and-bears-of-the-week-tesla-apple-disney-and-schiff-says-microstrategys-bitcoin-buys-a-sign-","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129095687","content_text":"ZINGER KEY POINTSWhy Morgan Stanley analysts see the recent drop in Tesla's stock as a buying opportunity.Apple analyst Ming-Chi Kuo is not optimistic about the prospects of major tech stocks in 2023.Benzinga examined the prospects formany investors' favorite stocksover the last week — here's a look at some of our top stories.With 2022 coming to a close, the much-anticipated \"Santa Claus rally\" period is now underway, as the markets were muted ahead of Christmas. The year's final full week of trading resulted in the S&P 500 finishing 0.20% lower, the Nasdaq Composite dropping by 1.94%, and the Dow nudging 0.86% higher to end the week.On Friday, the Bureau of Economic Analysis reported the personal consumption expenditures price index increased by 5.5% year-over-year in the month of November, down from 6.1% in October. Core PCE, which excludes volatile food and energy prices, was up 4.7%, in linewith analyst estimates.Benzinga continues to examine the prospects for many of the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.The Bulls\"Morgan Stanley Expects Tesla To Unleash Cost And Scale Advantages As 'Competitive Force': Will Other Automakers Survive The Thrashing?\" by Adam Eckert, explains why Morgan Stanley analysts see the recent drop in Tesla Inc's stock as a buying opportunity.In \"Royal Caribbean Enters The Metaverse With A Virtual Cruise Ship, Fit With NFTs,\" AJ Fabino writes about Royal Caribbean Group’s Celebrity Cruises entrance into the metaverse, as the company filed a patent related to its launch of a digital cruise ship.\"Disney Stock Could Have 43% Upside If Bob Iger Makes This Move In 2023, Analyst Says,\" by Chris Katje, outlines why an analyst is anticipating share of The Disney Company to rise now that CEO Bob Iger is back in charge.The Bears\"Gold Bull Peter Schiff Calls MicroStrategy's Bitcoin Purchase 'Hail Mary' Attempt To Avoid Liquidation,\" by Mehab Qureshi, details Peter Schiff'spost stating that MicroStrategy Inc's purchases of Bitcoin was a \"Hail Mary\" attempt to avoid the company's inevitable liquidation.In \"Apple 'Weaker Than Consensus,' Not Much Going For EVs, Server Either: Analyst Says 'No Reason To Be Optimistic' For Tech Sector In 2023,\" Shanthi Rexaline explains why  Apple Inc. analyst Ming-Chi Kuo is not optimistic about the prospects of major tech stocks in 2023.\"Charles Hoskinson Slams Coinbase For Ignoring Cardano In Latest Report: 'Pretty Low And Pretty Sad,'\" by Mehab Qureshi, looks at the reaction ofCardano founder Charles Hoskinson to his crypto not being mentioned in a new Coinbase Global Inc report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926577375,"gmtCreate":1671592648598,"gmtModify":1676538561251,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926577375","repostId":"1176526104","repostType":4,"repost":{"id":"1176526104","kind":"news","pubTimestamp":1671587213,"share":"https://ttm.financial/m/news/1176526104?lang=&edition=fundamental","pubTime":"2022-12-21 09:46","market":"sg","language":"en","title":"Year in Review: Can Singapore Hospitality REITs Soar in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1176526104","media":"The Smart Investor","summary":"The REIT sector has been battered this year as the asset class faces a barrage of headwinds.A combination of surging inflation and soaring interest rates has dampened sentiment for the sector, causing","content":"<html><head></head><body><p>The REIT sector has been battered this year as the asset class faces a barrage of headwinds.</p><p>A combination of surging inflation and soaring interest rates has dampened sentiment for the sector, causing unit prices to fall across the board.</p><p>Despite the pessimism, many REITs continued to dole out steady distributions, fulfilling their role as effective passive income providers to income-seeking investors.</p><p>Hospitality REITs, in particular, have held up better than their counterparts in the commercial and industrial space.</p><p><a href=\"https://laohu8.com/S/J85.SI\">CDL Hospitality Trusts</a>, or CDLHT, has seen its unit price inch up 1.7% year to date while <a href=\"https://laohu8.com/S/HMN.SI\">CapitaLand Ascott Trust’s</a>, or CLAS, the unit price is up 1% for the year.</p><p><a href=\"https://laohu8.com/S/Q5T.SI\">Far East Hospitality Trust</a>, or FEHT, is the standout winner with an 8.5% year-to-date gain.</p><p>In contrast, industrial REITs such as <a href=\"https://laohu8.com/S/M44U.SI\">Mapletree Logistics Trust</a> and <a href=\"https://laohu8.com/S/AJBU.SI\">Keppel DC REIT</a> are down by 15% and 25%, respectively.</p><p>Seeing how the hospitality REITs are holding up, can they do much better in 2023?</p><h3>Higher DPUs all around</h3><p>The trio of hospitality REITs are reporting much better financial numbers this year as borders reopen and tourism resumes.</p><p>For the first nine months of 2022 (9M2022), CDLHT reported a 43.7% year on year jump in net property income (NPI) to S$82.6 million.</p><p>The hospitality REIT also saw its distribution per stapled security (DPSS) surge 67.2% year on year to S$0.0204 for its 2022’s first half (1H2022).</p><p>For CLAS’ third quarter 2022 (3Q2022), same-store gross profit excluding acquisitions soared 70% year on year, demonstrating a strong recovery for the REIT.</p><p>Back in 1H2022, CLAS saw its DPSS increase by 14% year on year to S$0.0233 while its revenue per available unit (RevPAU) surged by 60% year on year from S$60 per day to S$96.</p><p>FEHT did well too, with DPSS climbing 40% year on year to S$0.0154.</p><p>With DPSS showing a healthy rebound from the previous year, it’s no wonder that these hospitality REITs’ unit prices held up well.</p><h3>Catalysts for doing better</h3><p>Looking ahead, there are good reasons to believe that this performance can continue.</p><p>Just last Sunday, Transport Minister S Iswaran reported that a million passengers pass through Changi Airport each week, more than twice the number that passed through compared to April when borders were first reopened.</p><p>What’s more, the airport is well-equipped to handle this higher volume as Terminal 4 and the southern wing of Terminal 2 had just reopened on September 13 and October 11, respectively.</p><p>Singapore Airlines Limited’s (SGX: C6L) passenger numbers also paint a rosy outlook.</p><p>The airline’s passenger volume touched 2.4 million in November, up nearly eightfold from the same period a year ago.</p><p>The number of passengers has seen a steady climb from 1.45 million back in April.</p><p>China has also loosened its COVID-zero policy and is now facing waves of COVID-19 cases.</p><p>When these waves pass, its residents will be ready to travel once again, adding to the number of tourists going abroad for long-awaited vacations.</p><p>Many hotels have also rebranded themselves to capture higher tourist demand in the coming months.</p><p>Mandarin Orchard Hotel was rebranded as Hilton Singapore Orchard in February and is well-positioned for more growth in line with heightened travel demand.</p><p>The hotel, which is part of OUE Commercial REIT’s (SGX: TS0U) portfolio, will complete its ongoing refurbishment of 446 rooms by the end of this year.</p><p>Another nine new hotel brands are set to open in Singapore in the next two years, and the Singapore Tourism Board reported that the number of inbound tourists had catapulted from just 57,000 in January to 816,000 in November.</p><p>Not only are more tourists flocking to Singapore, but they are also willing to pay an average of S$280 a night, up from S$220 back in 2019, as reported by the Department of Statistics.</p><p>These statistics bode well for hospitality REITs as it shows tourists’ willingness to travel here and their propensity to spend more.</p><h3>Risks on the horizon</h3><p>Meanwhile, we cannot discount the looming risks posed by high inflation and the jump in interest rates.</p><p>REIT borrowing costs should creep up steadily while operating costs will also increase next year, thereby crimping distributable income.</p><p>There is the possibility that a recession may occur in 2023 as consumer demand is curtailed and people cut back on discretionary spending on vacations.</p><p>The current spike in demand can be attributed to “revenge spending” because people have been cooped up for far too long.</p><p>Once demand normalises and the effects of inflation and interest rates roll in, it could offset the current surge.</p><h3>Get Smart: A year of two halves</h3><p>We may see a year of two halves in 2023.</p><p>The surge in tourism and the lingering optimism should carry over into the first half of next year.</p><p>However, the risks mentioned above may rear their ugly head and give the hospitality REITs a tougher time.</p><p>Hence, investors should closely watch the numbers and commentary from the REIT managers to assess how they will manage these headwinds.</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>Year in Review: Can Singapore Hospitality REITs Soar in 2023?</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{ 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{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\">\nYear in Review: Can Singapore Hospitality REITs Soar in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/year-in-review-can-singapore-hospitality-reits-soar-in-2023/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The REIT sector has been battered this year as the asset class faces a barrage of headwinds.A combination of surging inflation and soaring interest rates has dampened sentiment for the sector, causing...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/year-in-review-can-singapore-hospitality-reits-soar-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M44U.SI":"丰树物流信托","Q5T.SI":"远东酒店信托","J85.SI":"城市酒店信托","AJBU.SI":"吉宝数据中心房地产信托","HMN.SI":"凯德雅诗阁信托"},"source_url":"https://thesmartinvestor.com.sg/year-in-review-can-singapore-hospitality-reits-soar-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176526104","content_text":"The REIT sector has been battered this year as the asset class faces a barrage of headwinds.A combination of surging inflation and soaring interest rates has dampened sentiment for the sector, causing unit prices to fall across the board.Despite the pessimism, many REITs continued to dole out steady distributions, fulfilling their role as effective passive income providers to income-seeking investors.Hospitality REITs, in particular, have held up better than their counterparts in the commercial and industrial space.CDL Hospitality Trusts, or CDLHT, has seen its unit price inch up 1.7% year to date while CapitaLand Ascott Trust’s, or CLAS, the unit price is up 1% for the year.Far East Hospitality Trust, or FEHT, is the standout winner with an 8.5% year-to-date gain.In contrast, industrial REITs such as Mapletree Logistics Trust and Keppel DC REIT are down by 15% and 25%, respectively.Seeing how the hospitality REITs are holding up, can they do much better in 2023?Higher DPUs all aroundThe trio of hospitality REITs are reporting much better financial numbers this year as borders reopen and tourism resumes.For the first nine months of 2022 (9M2022), CDLHT reported a 43.7% year on year jump in net property income (NPI) to S$82.6 million.The hospitality REIT also saw its distribution per stapled security (DPSS) surge 67.2% year on year to S$0.0204 for its 2022’s first half (1H2022).For CLAS’ third quarter 2022 (3Q2022), same-store gross profit excluding acquisitions soared 70% year on year, demonstrating a strong recovery for the REIT.Back in 1H2022, CLAS saw its DPSS increase by 14% year on year to S$0.0233 while its revenue per available unit (RevPAU) surged by 60% year on year from S$60 per day to S$96.FEHT did well too, with DPSS climbing 40% year on year to S$0.0154.With DPSS showing a healthy rebound from the previous year, it’s no wonder that these hospitality REITs’ unit prices held up well.Catalysts for doing betterLooking ahead, there are good reasons to believe that this performance can continue.Just last Sunday, Transport Minister S Iswaran reported that a million passengers pass through Changi Airport each week, more than twice the number that passed through compared to April when borders were first reopened.What’s more, the airport is well-equipped to handle this higher volume as Terminal 4 and the southern wing of Terminal 2 had just reopened on September 13 and October 11, respectively.Singapore Airlines Limited’s (SGX: C6L) passenger numbers also paint a rosy outlook.The airline’s passenger volume touched 2.4 million in November, up nearly eightfold from the same period a year ago.The number of passengers has seen a steady climb from 1.45 million back in April.China has also loosened its COVID-zero policy and is now facing waves of COVID-19 cases.When these waves pass, its residents will be ready to travel once again, adding to the number of tourists going abroad for long-awaited vacations.Many hotels have also rebranded themselves to capture higher tourist demand in the coming months.Mandarin Orchard Hotel was rebranded as Hilton Singapore Orchard in February and is well-positioned for more growth in line with heightened travel demand.The hotel, which is part of OUE Commercial REIT’s (SGX: TS0U) portfolio, will complete its ongoing refurbishment of 446 rooms by the end of this year.Another nine new hotel brands are set to open in Singapore in the next two years, and the Singapore Tourism Board reported that the number of inbound tourists had catapulted from just 57,000 in January to 816,000 in November.Not only are more tourists flocking to Singapore, but they are also willing to pay an average of S$280 a night, up from S$220 back in 2019, as reported by the Department of Statistics.These statistics bode well for hospitality REITs as it shows tourists’ willingness to travel here and their propensity to spend more.Risks on the horizonMeanwhile, we cannot discount the looming risks posed by high inflation and the jump in interest rates.REIT borrowing costs should creep up steadily while operating costs will also increase next year, thereby crimping distributable income.There is the possibility that a recession may occur in 2023 as consumer demand is curtailed and people cut back on discretionary spending on vacations.The current spike in demand can be attributed to “revenge spending” because people have been cooped up for far too long.Once demand normalises and the effects of inflation and interest rates roll in, it could offset the current surge.Get Smart: A year of two halvesWe may see a year of two halves in 2023.The surge in tourism and the lingering optimism should carry over into the first half of next year.However, the risks mentioned above may rear their ugly head and give the hospitality REITs a tougher time.Hence, investors should closely watch the numbers and commentary from the REIT managers to assess how they will manage these headwinds.","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928457443,"gmtCreate":1671387083883,"gmtModify":1676538528127,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928457443","repostId":"2292831501","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928689122,"gmtCreate":1671259982866,"gmtModify":1676538517259,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928689122","repostId":"2292004292","repostType":4,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928391306,"gmtCreate":1671187276905,"gmtModify":1676538505780,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928391306","repostId":"2291068747","repostType":4,"repost":{"id":"2291068747","kind":"highlight","pubTimestamp":1671173987,"share":"https://ttm.financial/m/news/2291068747?lang=&edition=fundamental","pubTime":"2022-12-16 14:59","market":"us","language":"en","title":"With A Forward P/E Of 28, Is Tesla Now A Value Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2291068747","media":"Seeking Alpha","summary":"SummaryDown ~60% YTD, Tesla now trades at 39x this year's earnings and 28x next year.Most would agre","content":"<html><head></head><body><h2>Summary</h2><ul><li>Down ~60% YTD, Tesla now trades at 39x this year&#39;s earnings and 28x next year.</li><li>Most would agree the decline is not just macro, as the Twitter distraction and Musk&#39;s political statements are weighing heavily on the price.</li><li>Regardless of controversy, today&#39;s valuation is cheaper than the Covid lows, based on sales multiple and P/E. If you missed the boat and want in, now might be your chance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e3fd66a8e0832eaf756523b866b2b36\" tg-width=\"750\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/><span>Joe Raedle</span></p><p>Not looking the best. That sums up the above pic of Elon, as well as the perception of the Tesla (NASDAQ:TSLA) brand right now. For better or worse, the two go hand in hand.</p><p>On Tuesday, Mark Fields – the former CEO of Ford (F) – was interviewed on CNBC and asked about Musk&#39;s behavior.</p><blockquote>As a CEO he is so associated with that brand, that the positions he&#39;s taking on social and political things, on balance that&#39;s a net negative for a company. I mean when I was running Ford, or any CEO today, you have to pick and choose what either social or political issues you dive into, and they have to be very tied to your values as a company. And maybe it&#39;s one, maybe it&#39;s twice a year, but no more than that.</blockquote><p>Hmm, it&#39;s hard to fathom how this Tweet about his pronouns and Fauci are very tied to the company.</p><p>But at the same time, that&#39;s what differentiates Musk from Fields and almost every other current and former automotive CEO. Like it or not, Musk&#39;s larger than life personality is why Tesla hasn&#39;t had to advertise.</p><p>Due to Seeking Alpha&#39;s political comment rules, I will not be discussing Musk&#39;s latest opinions here but will say this; if he dials it back, once again his personality will be used for positive benefit.</p><h2>Twitter and Musk rants aside, are things that bad?</h2><p>This too shall pass. It&#39;s one of the few adages which is always true. One way or another, these distractions will be in the rearview mirror. Once they are, the focus will be back on the company. I always like bad news first, so let&#39;s summarize the negatives in the headlines right now:</p><ul><li>Supply chain normalization and higher interest rates means that both new and used car demand is going down here in the US. We see this in the CPI prints each month.</li><li>Zero Covid policies, weak macro, and increasing competition from local competitors like NIO (NIO), XPeng (XPEV), and Li Auto (LI) means they are facing headwinds in a very important market. Furthermore, EV subsidies go away at the end of this year.</li><li>Here in the US, in most cases, you need to take possession of your new Tesla in 2023 to qualify for the new $7,500 tax credit. In turn, this actually has discouraged people from taking possession in Q4 of this year.</li></ul><p>To counteract that last thing, Tesla has been doing something they&#39;re not known for... discounting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd59da6916e1225ac6f4963095411334\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\"/><span>Tesla.com</span></p><p>Speaking of inventory, the days of waiting months for a Tesla are over. In that interview Fields did, he discussed browsing Tesla&#39;s inventory and finding availability for most models and being able to get delivery within days. I experienced the same. To be clear though, custom orders still have a 60+ day lead time.</p><p>The bearish side to that would be sales are slow. The bullish would be that supply chains are now under control, so excessive wait times are over.</p><p>Goldman Sachs (GS) is now predicting 420k deliveries in the 4th quarter, revised down from 440k. For 2023, they&#39;re saying 1.85M deliveries vs. 1.95M prior estimate. This is not the 50-100% YOY of past years but should still be north of 30%. Legacy automakers aren&#39;t doing that.</p><h2>Tesla vs. automakers</h2><p>Upfront let me be clear that Tesla is not cheap if you are valuing it as only being an automaker. Not even remotely close to cheap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30a0ab631e642db8e411e1e690283ae\" tg-width=\"635\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>An earnings multiple in the mid to high single-digits is the norm for that group, at least ever since the Great Financial Crisis. Sometimes they hit a double-digit PE but it&#39;s something like 10-13x, which is still 1/4th that of Tesla&#39;s multiple right now.</p><p>Then again, most automakers are burdened with tons of debt, pension obligations, and the mess of transitioning from ICE to EV manufacturing. Tesla isn&#39;t. The margins demonstrate this:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa7161629370bf9ebbc163af7cf1862\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The bearish rebuttal is that Tesla only has fat margins because of EV tax credits. You see since Tesla is all EV, they get them for free and can sell them to other automakers who can&#39;t fulfill regulatory requirements, because they have to offset ICE production.</p><p>Well whether we like it or not, this taxpayer-funded green scheme is just how the system works. You know what they say, if you can&#39;t beat &#39;em, join &#39;em. Rather than rant about this, you could reap the benefits by being a shareholder.</p><h2>Valuing Tesla as something else</h2><p>The primary bearish thesis for Tesla has always been that it is an automaker and should be valued as such. In earlier years, financial solvency was also an issue, but the bears know that today they have a solid balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5886862e4dcd8d60a6b272b8f62b93d5\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>When you factor in the debt and consider enterprise value (rather than share price) to earnings, you realize Tesla is valued at least slightly closer to its peers than their PE values alone would suggest.</p><p>The bears are 100% right in that today, yes, the vast majority of Tesla&#39;s revenue comes from product sales. No, I don&#39;t mean solar roofs or backup batteries for your home. Rather, it&#39;s almost entirely the sale of vehicles. FSD revenue is minimal in comparison. So yes, based on sales, Tesla is correctly categorized as being an automaker.</p><p>But what if it is something else? What if the future revenue mix really does mean that auto sales are only one piece of the pie?</p><p>The opinions on FSD and potential future revenue from it is covered ad nauseum so I won&#39;t do the same here. Nor will I pretend to know, unlike many others who make projections.</p><p>Furthermore, I will not try and value Optimus (Tesla Bot), boats, planes, and other things which might come to fruition. I mean if we go down that road for any company, sure we can come up with wildly optimistic projections.</p><p>Nor will I give Elon Musk credit for his promises. I mean let&#39;s be blunt here, he&#39;s the master of overpromising and underdelivering. At least when it comes to timeframes. However once he does deliver, albeit very late, the results are often impressive.</p><p>For those reasons, I don&#39;t know what the future holds for the company. What I do know though is that as a value investor, the stock is finally looking interesting. It has grown to become a company with real revenue and earnings that one can derive a valuation from.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/112e3aa61d623a07ad66354191c4c3ee\" tg-width=\"635\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37b70ccd4a4006e3b7416b0bceaa2580\" tg-width=\"640\" tg-height=\"259\" referrerpolicy=\"no-referrer\"/><span>Consensus earnings estimates (Seeking Alpha)</span></p><p>Tesla&#39;s other bets are not being valued as wildly and as such, I don&#39;t mind paying some premium knowing that given the mad genius of Musk, they will probably impress us, eventually.</p><p>This article is written by Michael Dolen for reference only. Please note the risks.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With A Forward P/E Of 28, Is Tesla Now A Value Stock?</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\">\nWith A Forward P/E Of 28, Is Tesla Now A Value Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564646-with-a-forward-pe-of-28-is-tesla-now-a-value-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDown ~60% YTD, Tesla now trades at 39x this year's earnings and 28x next year.Most would agree the decline is not just macro, as the Twitter distraction and Musk's political statements are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564646-with-a-forward-pe-of-28-is-tesla-now-a-value-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLA":"特斯拉","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4099":"汽车制造商","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4511":"特斯拉概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","BK4202":"服装、服饰与奢侈品","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc"},"source_url":"https://seekingalpha.com/article/4564646-with-a-forward-pe-of-28-is-tesla-now-a-value-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291068747","content_text":"SummaryDown ~60% YTD, Tesla now trades at 39x this year's earnings and 28x next year.Most would agree the decline is not just macro, as the Twitter distraction and Musk's political statements are weighing heavily on the price.Regardless of controversy, today's valuation is cheaper than the Covid lows, based on sales multiple and P/E. If you missed the boat and want in, now might be your chance.Joe RaedleNot looking the best. That sums up the above pic of Elon, as well as the perception of the Tesla (NASDAQ:TSLA) brand right now. For better or worse, the two go hand in hand.On Tuesday, Mark Fields – the former CEO of Ford (F) – was interviewed on CNBC and asked about Musk's behavior.As a CEO he is so associated with that brand, that the positions he's taking on social and political things, on balance that's a net negative for a company. I mean when I was running Ford, or any CEO today, you have to pick and choose what either social or political issues you dive into, and they have to be very tied to your values as a company. And maybe it's one, maybe it's twice a year, but no more than that.Hmm, it's hard to fathom how this Tweet about his pronouns and Fauci are very tied to the company.But at the same time, that's what differentiates Musk from Fields and almost every other current and former automotive CEO. Like it or not, Musk's larger than life personality is why Tesla hasn't had to advertise.Due to Seeking Alpha's political comment rules, I will not be discussing Musk's latest opinions here but will say this; if he dials it back, once again his personality will be used for positive benefit.Twitter and Musk rants aside, are things that bad?This too shall pass. It's one of the few adages which is always true. One way or another, these distractions will be in the rearview mirror. Once they are, the focus will be back on the company. I always like bad news first, so let's summarize the negatives in the headlines right now:Supply chain normalization and higher interest rates means that both new and used car demand is going down here in the US. We see this in the CPI prints each month.Zero Covid policies, weak macro, and increasing competition from local competitors like NIO (NIO), XPeng (XPEV), and Li Auto (LI) means they are facing headwinds in a very important market. Furthermore, EV subsidies go away at the end of this year.Here in the US, in most cases, you need to take possession of your new Tesla in 2023 to qualify for the new $7,500 tax credit. In turn, this actually has discouraged people from taking possession in Q4 of this year.To counteract that last thing, Tesla has been doing something they're not known for... discounting.Tesla.comSpeaking of inventory, the days of waiting months for a Tesla are over. In that interview Fields did, he discussed browsing Tesla's inventory and finding availability for most models and being able to get delivery within days. I experienced the same. To be clear though, custom orders still have a 60+ day lead time.The bearish side to that would be sales are slow. The bullish would be that supply chains are now under control, so excessive wait times are over.Goldman Sachs (GS) is now predicting 420k deliveries in the 4th quarter, revised down from 440k. For 2023, they're saying 1.85M deliveries vs. 1.95M prior estimate. This is not the 50-100% YOY of past years but should still be north of 30%. Legacy automakers aren't doing that.Tesla vs. automakersUpfront let me be clear that Tesla is not cheap if you are valuing it as only being an automaker. Not even remotely close to cheap.Data by YChartsAn earnings multiple in the mid to high single-digits is the norm for that group, at least ever since the Great Financial Crisis. Sometimes they hit a double-digit PE but it's something like 10-13x, which is still 1/4th that of Tesla's multiple right now.Then again, most automakers are burdened with tons of debt, pension obligations, and the mess of transitioning from ICE to EV manufacturing. Tesla isn't. The margins demonstrate this:Data by YChartsThe bearish rebuttal is that Tesla only has fat margins because of EV tax credits. You see since Tesla is all EV, they get them for free and can sell them to other automakers who can't fulfill regulatory requirements, because they have to offset ICE production.Well whether we like it or not, this taxpayer-funded green scheme is just how the system works. You know what they say, if you can't beat 'em, join 'em. Rather than rant about this, you could reap the benefits by being a shareholder.Valuing Tesla as something elseThe primary bearish thesis for Tesla has always been that it is an automaker and should be valued as such. In earlier years, financial solvency was also an issue, but the bears know that today they have a solid balance sheet.Data by YChartsWhen you factor in the debt and consider enterprise value (rather than share price) to earnings, you realize Tesla is valued at least slightly closer to its peers than their PE values alone would suggest.The bears are 100% right in that today, yes, the vast majority of Tesla's revenue comes from product sales. No, I don't mean solar roofs or backup batteries for your home. Rather, it's almost entirely the sale of vehicles. FSD revenue is minimal in comparison. So yes, based on sales, Tesla is correctly categorized as being an automaker.But what if it is something else? What if the future revenue mix really does mean that auto sales are only one piece of the pie?The opinions on FSD and potential future revenue from it is covered ad nauseum so I won't do the same here. Nor will I pretend to know, unlike many others who make projections.Furthermore, I will not try and value Optimus (Tesla Bot), boats, planes, and other things which might come to fruition. I mean if we go down that road for any company, sure we can come up with wildly optimistic projections.Nor will I give Elon Musk credit for his promises. I mean let's be blunt here, he's the master of overpromising and underdelivering. At least when it comes to timeframes. However once he does deliver, albeit very late, the results are often impressive.For those reasons, I don't know what the future holds for the company. What I do know though is that as a value investor, the stock is finally looking interesting. It has grown to become a company with real revenue and earnings that one can derive a valuation from.Data by YChartsConsensus earnings estimates (Seeking Alpha)Tesla's other bets are not being valued as wildly and as such, I don't mind paying some premium knowing that given the mad genius of Musk, they will probably impress us, eventually.This article is written by Michael Dolen for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921662159,"gmtCreate":1671056461071,"gmtModify":1676538481558,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921662159","repostId":"1129015795","repostType":4,"repost":{"id":"1129015795","kind":"news","pubTimestamp":1671018593,"share":"https://ttm.financial/m/news/1129015795?lang=&edition=fundamental","pubTime":"2022-12-14 19:49","market":"us","language":"en","title":"In 60 Seconds Before CPI Hit, Heavy Trading Drove Mystery Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1129015795","media":"Bloomberg","summary":"Stocks, bonds jumped just ahead of key inflation reportWhite House says it’s unaware of any early re","content":"<html><head></head><body><ul><li>Stocks, bonds jumped just ahead of key inflation report</li><li>White House says it’s unaware of any early release of data</li></ul><p>Karine Jean-Pierre, the press secretary for President Joe Biden, quickly brushed off the question when it came in toward the end of her daily press conference Tuesday. No, she said, there was no chance that anyone in the White House leaked the November inflation report before its 8:30 a.m. publication. Too much fuss was being made, as she saw it, over what were just “minor market movements.”</p><p>But there was nothing minor about the rally that took hold in the seconds before the better-than-expected inflation number hit the Labor Department’s website.</p><p>Stock futures suddenly spiked more than 1%. Trading in Treasury futures surged, pushing benchmark yields lower by about 4 basis points. Those are major moves in such a short period of time — bigger than full-session swings on some days. And they should get scrutinized by regulators, long-time market observers say, even if a leak is only one of several possible explanations for why traders suddenly started buying right before the report was published.</p><p>Significant “trading activity ahead of market-changing news is suspicious and typically worthy of regulatory agencies making appropriate inquiries,” saidJerome Selvers, chair of the securities regulatory enforcement &amp; litigation practice at Pashman Stein Walder Hayden. “This is unusual, especially given the reduction in inflation that was reported, which was well in excess of what markets anticipated,” he said. “Someone will likely look into it, whether it’s innocent or not.”</p><p><img src=\"https://static.tigerbbs.com/d0596e49163f1b47291ba36eaceda5d9\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Of course, if and when such an investigation occurs remains to be seen. For its part, theUS Bureau of Labor Statisticssaid it’s unaware of any early release of its data.</p><p>Still, over a 60-second span before the data went out, over 13,000 March 10-year futures traded hands (during a period when activity is usually nonexistent) as the contract was bid up. Stocks and bonds rallied further immediately after publication of the data, as investors speculated thatcoolinginflation meant theFederal Reservewould pause its tightening cycle early next year.</p><p>BLS spokesperson Cody Parkinson said by email that while the agency is not aware of any early release, some government officials do routinely receive the data before publication under federal guidelines.</p><p>Excluding food and energy, the CPI rose 0.2% in November and was up 6% from a year earlier. The median estimate in a Bloomberg survey of economists called for a 0.3% monthly increase.</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>In 60 Seconds Before CPI Hit, Heavy Trading Drove Mystery Rally</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\">\nIn 60 Seconds Before CPI Hit, Heavy Trading Drove Mystery Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 19:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-14/in-60-seconds-before-cpi-hit-heavy-trading-drove-mystery-rally><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks, bonds jumped just ahead of key inflation reportWhite House says it’s unaware of any early release of dataKarine Jean-Pierre, the press secretary for President Joe Biden, quickly brushed off ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-14/in-60-seconds-before-cpi-hit-heavy-trading-drove-mystery-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-14/in-60-seconds-before-cpi-hit-heavy-trading-drove-mystery-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129015795","content_text":"Stocks, bonds jumped just ahead of key inflation reportWhite House says it’s unaware of any early release of dataKarine Jean-Pierre, the press secretary for President Joe Biden, quickly brushed off the question when it came in toward the end of her daily press conference Tuesday. No, she said, there was no chance that anyone in the White House leaked the November inflation report before its 8:30 a.m. publication. Too much fuss was being made, as she saw it, over what were just “minor market movements.”But there was nothing minor about the rally that took hold in the seconds before the better-than-expected inflation number hit the Labor Department’s website.Stock futures suddenly spiked more than 1%. Trading in Treasury futures surged, pushing benchmark yields lower by about 4 basis points. Those are major moves in such a short period of time — bigger than full-session swings on some days. And they should get scrutinized by regulators, long-time market observers say, even if a leak is only one of several possible explanations for why traders suddenly started buying right before the report was published.Significant “trading activity ahead of market-changing news is suspicious and typically worthy of regulatory agencies making appropriate inquiries,” saidJerome Selvers, chair of the securities regulatory enforcement & litigation practice at Pashman Stein Walder Hayden. “This is unusual, especially given the reduction in inflation that was reported, which was well in excess of what markets anticipated,” he said. “Someone will likely look into it, whether it’s innocent or not.”Of course, if and when such an investigation occurs remains to be seen. For its part, theUS Bureau of Labor Statisticssaid it’s unaware of any early release of its data.Still, over a 60-second span before the data went out, over 13,000 March 10-year futures traded hands (during a period when activity is usually nonexistent) as the contract was bid up. Stocks and bonds rallied further immediately after publication of the data, as investors speculated thatcoolinginflation meant theFederal Reservewould pause its tightening cycle early next year.BLS spokesperson Cody Parkinson said by email that while the agency is not aware of any early release, some government officials do routinely receive the data before publication under federal guidelines.Excluding food and energy, the CPI rose 0.2% in November and was up 6% from a year earlier. The median estimate in a Bloomberg survey of economists called for a 0.3% monthly increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921168132,"gmtCreate":1670999288126,"gmtModify":1676538473864,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921168132","repostId":"1139883493","repostType":4,"repost":{"id":"1139883493","kind":"news","pubTimestamp":1670980450,"share":"https://ttm.financial/m/news/1139883493?lang=&edition=fundamental","pubTime":"2022-12-14 09:14","market":"us","language":"en","title":"Fed to Downshift to Half-Point Hike But Point to Higher Peak","url":"https://stock-news.laohu8.com/highlight/detail?id=1139883493","media":"Bloomberg","summary":"Fed officials are expected to raise rates by 50 basis pointsFresh projections could shed light on ho","content":"<html><head></head><body><ul><li>Fed officials are expected to raise rates by 50 basis points</li><li>Fresh projections could shed light on how high rates may go</li></ul><p>The Federal Reserve is poised to moderate its aggressive tightening on Wednesday while signaling that interest rates will ultimately go higher than previously forecast.</p><p>The tricky part for Chair Jerome Powell will be convincing investors that this isn’t a dovish pivot and that officials won’t prematurely end their assault against inflation that’s running three times higher than their 2% goal.</p><p>The Federal Open Market Committee is widely expected to raise rates by 50 basis points and bring its benchmark target rate to a range of 4.25% to 4.5%, the highest since 2007. Fresh quarterly economic projections released after the meeting will also shed light on how much further policymakers expect rates to go.</p><p>Economists surveyed by Bloomberg see that median estimate peaking at 4.9% after Powell said they will need to lift rates higher than previously anticipated. That implies the FOMC stepping down to 25 basis-point moves in February and March and then putting policy on pause. Investors see things the same way, according to current pricing in interest-rate futures markets.</p><p>The decision, as well as the forecasts, will be announced at 2 p.m. in Washington. Powell will hold a press conference 30 minutes later.</p><p><img src=\"https://static.tigerbbs.com/09990cf4428c3d4cf8dcde939b151e00\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Consumer-price data released Tuesday suggest the worst of US inflation may have passed, making it easier for officials to downshift to a smaller rate increase this week. But Powell could use his press conference to remind the public that officials are not going to let up until inflation is clearly on a path back down to 2%.</p><p>“All eyes will be on the dot plot and the conference and what Fed Chair Powell will be telling us in terms of the path for interest rates going forward,” said Lydia Boussour, senior economist for EY Parthenon, referring to the quarterly projections for rates displayed as a chart of anonymous dots though 2025 and in the longer run.</p><h2>Future Rate Path</h2><p>At their September meeting, Fed officials saw rates reaching 4.6% by the end of next year. But policymakers say those expectations have since moved up following economic data showing that while inflation is easing, it remains stubbornly high.</p><p>Officials also say the labor market is still out of balance, with demand for workers exceeding labor supply and wage growth not letting up.</p><p>The projections will offer insight on policymakers’ latest views for where they expect rates to go. But the Fed chief is unlikely to commit to a specific path, preferring to keep his options open, said Michael Pugliese, an economist at Wells Fargo &amp; Co.</p><p>“I think they’ll preserve flexibility,” he said.</p><h2>Conditions for Pause</h2><p>The rate projections could offer clues on how soon officials expect to pause the rate increases. For example, a more modest increase in the terminal rate may suggest that officials could stop hiking rates as soon as March, while a higher peak may suggest that rate increases could continue further into next year, said Tim Duy, chief U.S. economist for SGH Macro Advisors.</p><p>But he said it will also be important to hear from Powell about how officials will know that it’s time to pause the rate increases or if they should keep hiking.</p><p>“They’ve been edging closer to something that they think is a terminal rate and that appears to be something near 5%,” said Duy. “What conditions would sort of reinforce that?”</p><h2>‘Ongoing’ Increases?</h2><p>One key phrase to watch for in the FOMC statement is whether officials continue to say that “ongoing increases in the target range will be appropriate” to bring rates to a level that is sufficiently restrictive to reduce inflation.</p><p>Removing the word “ongoing” could send a dovish signal and suggest that the Fed is likely to pause rate increases in March, sooner than expected, according to Roberto Perli and Benson Durham of Piper Sandler &amp; Co.</p><p>However, Fed officials could also decide to keep the “ongoing increases” wording in the statement for the remainder of the hiking cycle to avoid sending a signal that could ease financial conditions, said Derek Tang, an economist with LH Meyer.</p><p>“There’s little cost to them to keep ‘ongoing increases’ in there until the first meeting with no hike,” Tang wrote in an email note.</p><h2>Economic Pain</h2><p>The projections will also reveal what officials expect to see from the US economy in terms of growth, the unemployment rate and inflation. Forecasts showing that officials now expect it to take longer for inflation to come down to their target could help to justify their higher interest-rate projections, said James Knightley, chief international economist for ING.</p><p><img src=\"https://static.tigerbbs.com/aa9440bed9d42f2a1aea754f85ebc642\" tg-width=\"933\" tg-height=\"646\" referrerpolicy=\"no-referrer\"/></p><p>Policymakers could downgrade their outlook for next year, projecting lower economic growth that is closer to zero and a higher unemployment rate that is approaching 5%, up from the current rate of 3.7%, said EY Parthenon’s Boussour.</p><p>“I think there will be that idea coming out of the new projections that the Fed is ready to tolerate some more economic pain in order to restore price stability,” she said.</p><h2>Soft Landing Odds</h2><p>Even if officials present a base case that avoids a recession, the direction of where those indicators are headed can offer insight on how officials view recession risks, said Pugliese.</p><p>Powell could use the press conference to tell the public that officials believe there is still a path, albeit a narrower one, for a achieving a soft landing, where they succeed in bringing inflation down while minimizing the pain for households, said Knightley.</p><p>“I think the Fed will be saying, ‘well recession is a possibility, but it’s not our base case,’” he said.</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>Fed to Downshift to Half-Point Hike But Point to Higher Peak</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed to Downshift to Half-Point Hike But Point to Higher Peak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 09:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-14/fed-decision-day-guide-officials-to-downshift-rate-hikes-aim-for-higher-peak><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed officials are expected to raise rates by 50 basis pointsFresh projections could shed light on how high rates may goThe Federal Reserve is poised to moderate its aggressive tightening on Wednesday ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-14/fed-decision-day-guide-officials-to-downshift-rate-hikes-aim-for-higher-peak\">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.bloomberg.com/news/articles/2022-12-14/fed-decision-day-guide-officials-to-downshift-rate-hikes-aim-for-higher-peak","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139883493","content_text":"Fed officials are expected to raise rates by 50 basis pointsFresh projections could shed light on how high rates may goThe Federal Reserve is poised to moderate its aggressive tightening on Wednesday while signaling that interest rates will ultimately go higher than previously forecast.The tricky part for Chair Jerome Powell will be convincing investors that this isn’t a dovish pivot and that officials won’t prematurely end their assault against inflation that’s running three times higher than their 2% goal.The Federal Open Market Committee is widely expected to raise rates by 50 basis points and bring its benchmark target rate to a range of 4.25% to 4.5%, the highest since 2007. Fresh quarterly economic projections released after the meeting will also shed light on how much further policymakers expect rates to go.Economists surveyed by Bloomberg see that median estimate peaking at 4.9% after Powell said they will need to lift rates higher than previously anticipated. That implies the FOMC stepping down to 25 basis-point moves in February and March and then putting policy on pause. Investors see things the same way, according to current pricing in interest-rate futures markets.The decision, as well as the forecasts, will be announced at 2 p.m. in Washington. Powell will hold a press conference 30 minutes later.Consumer-price data released Tuesday suggest the worst of US inflation may have passed, making it easier for officials to downshift to a smaller rate increase this week. But Powell could use his press conference to remind the public that officials are not going to let up until inflation is clearly on a path back down to 2%.“All eyes will be on the dot plot and the conference and what Fed Chair Powell will be telling us in terms of the path for interest rates going forward,” said Lydia Boussour, senior economist for EY Parthenon, referring to the quarterly projections for rates displayed as a chart of anonymous dots though 2025 and in the longer run.Future Rate PathAt their September meeting, Fed officials saw rates reaching 4.6% by the end of next year. But policymakers say those expectations have since moved up following economic data showing that while inflation is easing, it remains stubbornly high.Officials also say the labor market is still out of balance, with demand for workers exceeding labor supply and wage growth not letting up.The projections will offer insight on policymakers’ latest views for where they expect rates to go. But the Fed chief is unlikely to commit to a specific path, preferring to keep his options open, said Michael Pugliese, an economist at Wells Fargo & Co.“I think they’ll preserve flexibility,” he said.Conditions for PauseThe rate projections could offer clues on how soon officials expect to pause the rate increases. For example, a more modest increase in the terminal rate may suggest that officials could stop hiking rates as soon as March, while a higher peak may suggest that rate increases could continue further into next year, said Tim Duy, chief U.S. economist for SGH Macro Advisors.But he said it will also be important to hear from Powell about how officials will know that it’s time to pause the rate increases or if they should keep hiking.“They’ve been edging closer to something that they think is a terminal rate and that appears to be something near 5%,” said Duy. “What conditions would sort of reinforce that?”‘Ongoing’ Increases?One key phrase to watch for in the FOMC statement is whether officials continue to say that “ongoing increases in the target range will be appropriate” to bring rates to a level that is sufficiently restrictive to reduce inflation.Removing the word “ongoing” could send a dovish signal and suggest that the Fed is likely to pause rate increases in March, sooner than expected, according to Roberto Perli and Benson Durham of Piper Sandler & Co.However, Fed officials could also decide to keep the “ongoing increases” wording in the statement for the remainder of the hiking cycle to avoid sending a signal that could ease financial conditions, said Derek Tang, an economist with LH Meyer.“There’s little cost to them to keep ‘ongoing increases’ in there until the first meeting with no hike,” Tang wrote in an email note.Economic PainThe projections will also reveal what officials expect to see from the US economy in terms of growth, the unemployment rate and inflation. Forecasts showing that officials now expect it to take longer for inflation to come down to their target could help to justify their higher interest-rate projections, said James Knightley, chief international economist for ING.Policymakers could downgrade their outlook for next year, projecting lower economic growth that is closer to zero and a higher unemployment rate that is approaching 5%, up from the current rate of 3.7%, said EY Parthenon’s Boussour.“I think there will be that idea coming out of the new projections that the Fed is ready to tolerate some more economic pain in order to restore price stability,” she said.Soft Landing OddsEven if officials present a base case that avoids a recession, the direction of where those indicators are headed can offer insight on how officials view recession risks, said Pugliese.Powell could use the press conference to tell the public that officials believe there is still a path, albeit a narrower one, for a achieving a soft landing, where they succeed in bringing inflation down while minimizing the pain for households, said Knightley.“I think the Fed will be saying, ‘well recession is a possibility, but it’s not our base case,’” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923857570,"gmtCreate":1670833899990,"gmtModify":1676538442653,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923857570","repostId":"2290724492","repostType":4,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929773733,"gmtCreate":1670740563822,"gmtModify":1676538426727,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929773733","repostId":"2290255966","repostType":4,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929070903,"gmtCreate":1670572686402,"gmtModify":1676538396699,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Great tips","listText":"Great tips","text":"Great tips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929070903","repostId":"1106536306","repostType":4,"repost":{"id":"1106536306","kind":"news","pubTimestamp":1670551683,"share":"https://ttm.financial/m/news/1106536306?lang=&edition=fundamental","pubTime":"2022-12-09 10:08","market":"sg","language":"en","title":"7 Singapore Stocks That Paid Uninterrupted Dividends for a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1106536306","media":"The Smart Investor","summary":"Christmas is almost upon us, and it will once again be a merry time to celebrate with family and fri","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/327f0a5ff50e6ec241e3f9891849b044\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/>Christmas is almost upon us, and it will once again be a merry time to celebrate with family and friends.</p><p>But what will make the holiday season even more festive is if you received a bunch ofdividendsfrom your investments.</p><p>Dividends are not only a tangible return on your investment but also act as a stream of passive income that can sustain you through yourretirement.</p><p>If you are an income-seeking investor, you’re in luck.</p><p>The Singapore market has a plethora ofREITsand dividend-paying companies that you can choose from.</p><p>What’s more, some of these well-known businesses have been paying dividends for a decade or more.</p><p>Here are seven dividend stocks that could qualify to be on your buy watchlist.</p><h2><b>Singapore Exchange Limited (SGX: S68)</b></h2><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The group has been a steady payer of dividends for over two decades.</p><p>Back in fiscal 2001 (FY2001 ending 30 June), SGX paid out a dividend of S$0.055.</p><p>Fast forward to FY2022 and this dividend has increased to S$0.32, giving the bourse operator’s shares a trailing dividend yield of 3.5%.</p><p>SGX reported a decent set of earnings for FY2022, with revenue up 4% year on year to S$1.1 billion and net profit inching up 1% year on year to S$451 million.</p><h2><b>DBS Group (SGX: D05)</b></h2><p>DBS needs no introduction, being Singapore’s largest bank by market capitalisation.</p><p>The bank has been a solid payer of dividends all this while and back in FY2001, it paid out just S$0.26 in dividends.</p><p>Jumping ahead to today, the bank’s trailing 12-month dividend has increased significantly to S$1.44 per share.</p><p>Shares of the lender provide a trailing 12-month dividend yield of 4.3%.</p><p>DBS reported a sparklingset of earningsfor its fiscal 2022’s third quarter (3Q2022), with its net profit at an all-time high of S$2.2 billion.</p><h2><b>Parkway Life REIT (SGX: C2PU)</b></h2><p>Parkway Life REIT is a healthcare REIT that owns 61 properties comprising three hospitals in Singapore and 57 nursing homes in Japan, along with strata-titled units of a specialist centre in Kuala Lumpur in Malaysia.</p><p>The REIT has been paying out steady dividends since itsIPOback in FY2007.</p><p>Its annualised distribution per unit (DPU) in FY2007 was S$0.0632, and it has since more than doubled to S$0.1408 in FY2021.</p><p>The REIT has been paying out distributions for 15 solid years and looks set to continue.</p><p>For 3Q2022, gross revenue dipped by 1.3% year on year to S$89 million while net property income (NPI) inched up 0.1% year on year to S$82.8 million.</p><h2><b>Mapletree Logistics Trust (SGX: M44U)</b></h2><p>Mapletree Logistics Trust, or MLT, owns a portfolio of 186 properties across eight countries.</p><p>The REIT paid out a DPU of S$0.0507 for FY2006, its first full year of distributions after its listing.</p><p>12 years later, its DPU has increased to S$0.08787.</p><p>For the first half of FY2023, MLT reported acommendable performanceand saw its DPU rise further by 4.2% year on year to S$0.04516.</p><h2><b>Frasers Centrepoint Trust (SGX: J69U)</b></h2><p>Frasers Centrepoint Trust, of FCT, is a retail REIT with a portfolio of nine suburban malls and an office building worth S$6.2 billion as of 30 September 2022 (FY2022).</p><p>For its first full year of distribution in FY2007, the REIT paid out a DPU of S$0.0655.</p><p>By FY2022, the DPU has nearly doubled to S$0.12227.</p><p>Units of the REIT offer a trailing distribution yield of 6%.</p><h2><b>Hongkong Land Holdings Limited (SGX: H78)</b></h2><p>Hongkong Land Holdings Limited, or HKL, is a property development, investment and management group that owns and manages more than 850,000 square metres of prime commercial and residential properties.</p><p>The group has been paying out consistent dividends for more than a decade.</p><p>Back in FY2011, the total dividend per share stood at US$0.16.</p><p>By FY2018, HKL’s annual dividend had increased to US$0.22 paid half-yearly and has remained constant since then despite the onset of the pandemic.</p><p>For the first half of 2022 (1H2022), the property giant reported an 8% year on year rise in underlying net profit to US$425 million.</p><p>Its interim dividend was kept constant at US$0.06 per share.</p><h2><b>Sembcorp Industries Limited (SGX: U96)</b></h2><p>Sembcorp Industries Limited, or SCI, is an energy and urban solutions provider.</p><p>Theblue-chiputility group has been paying out dividends for more than two decades.</p><p>In FY1998, the group paid out a total dividend of S$0.025.</p><p>The annual dividend went as high as S$0.17 in FY2010 and FY2013 but hit a trough in FY2020 at S$0.04.</p><p>SCI has since reported asterling set of earningsfor 1H2022 and doubled its interim dividend.</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>7 Singapore Stocks That Paid Uninterrupted Dividends for a Decade</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\">\n7 Singapore Stocks That Paid Uninterrupted Dividends for a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/7-singapore-stocks-that-paid-uninterrupted-dividends-for-a-decade/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Christmas is almost upon us, and it will once again be a merry time to celebrate with family and friends.But what will make the holiday season even more festive is if you received a bunch ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/7-singapore-stocks-that-paid-uninterrupted-dividends-for-a-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S68.SI":"新加坡交易所","C2PU.SI":"百汇生命产业信托","M44U.SI":"丰树物流信托","H78.SI":"置地控股有限公司","J69U.SI":"星狮地产信托","D05.SI":"星展集团控股","U96.SI":"胜科工业"},"source_url":"https://thesmartinvestor.com.sg/7-singapore-stocks-that-paid-uninterrupted-dividends-for-a-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106536306","content_text":"Christmas is almost upon us, and it will once again be a merry time to celebrate with family and friends.But what will make the holiday season even more festive is if you received a bunch ofdividendsfrom your investments.Dividends are not only a tangible return on your investment but also act as a stream of passive income that can sustain you through yourretirement.If you are an income-seeking investor, you’re in luck.The Singapore market has a plethora ofREITsand dividend-paying companies that you can choose from.What’s more, some of these well-known businesses have been paying dividends for a decade or more.Here are seven dividend stocks that could qualify to be on your buy watchlist.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The group has been a steady payer of dividends for over two decades.Back in fiscal 2001 (FY2001 ending 30 June), SGX paid out a dividend of S$0.055.Fast forward to FY2022 and this dividend has increased to S$0.32, giving the bourse operator’s shares a trailing dividend yield of 3.5%.SGX reported a decent set of earnings for FY2022, with revenue up 4% year on year to S$1.1 billion and net profit inching up 1% year on year to S$451 million.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank by market capitalisation.The bank has been a solid payer of dividends all this while and back in FY2001, it paid out just S$0.26 in dividends.Jumping ahead to today, the bank’s trailing 12-month dividend has increased significantly to S$1.44 per share.Shares of the lender provide a trailing 12-month dividend yield of 4.3%.DBS reported a sparklingset of earningsfor its fiscal 2022’s third quarter (3Q2022), with its net profit at an all-time high of S$2.2 billion.Parkway Life REIT (SGX: C2PU)Parkway Life REIT is a healthcare REIT that owns 61 properties comprising three hospitals in Singapore and 57 nursing homes in Japan, along with strata-titled units of a specialist centre in Kuala Lumpur in Malaysia.The REIT has been paying out steady dividends since itsIPOback in FY2007.Its annualised distribution per unit (DPU) in FY2007 was S$0.0632, and it has since more than doubled to S$0.1408 in FY2021.The REIT has been paying out distributions for 15 solid years and looks set to continue.For 3Q2022, gross revenue dipped by 1.3% year on year to S$89 million while net property income (NPI) inched up 0.1% year on year to S$82.8 million.Mapletree Logistics Trust (SGX: M44U)Mapletree Logistics Trust, or MLT, owns a portfolio of 186 properties across eight countries.The REIT paid out a DPU of S$0.0507 for FY2006, its first full year of distributions after its listing.12 years later, its DPU has increased to S$0.08787.For the first half of FY2023, MLT reported acommendable performanceand saw its DPU rise further by 4.2% year on year to S$0.04516.Frasers Centrepoint Trust (SGX: J69U)Frasers Centrepoint Trust, of FCT, is a retail REIT with a portfolio of nine suburban malls and an office building worth S$6.2 billion as of 30 September 2022 (FY2022).For its first full year of distribution in FY2007, the REIT paid out a DPU of S$0.0655.By FY2022, the DPU has nearly doubled to S$0.12227.Units of the REIT offer a trailing distribution yield of 6%.Hongkong Land Holdings Limited (SGX: H78)Hongkong Land Holdings Limited, or HKL, is a property development, investment and management group that owns and manages more than 850,000 square metres of prime commercial and residential properties.The group has been paying out consistent dividends for more than a decade.Back in FY2011, the total dividend per share stood at US$0.16.By FY2018, HKL’s annual dividend had increased to US$0.22 paid half-yearly and has remained constant since then despite the onset of the pandemic.For the first half of 2022 (1H2022), the property giant reported an 8% year on year rise in underlying net profit to US$425 million.Its interim dividend was kept constant at US$0.06 per share.Sembcorp Industries Limited (SGX: U96)Sembcorp Industries Limited, or SCI, is an energy and urban solutions provider.Theblue-chiputility group has been paying out dividends for more than two decades.In FY1998, the group paid out a total dividend of S$0.025.The annual dividend went as high as S$0.17 in FY2010 and FY2013 but hit a trough in FY2020 at S$0.04.SCI has since reported asterling set of earningsfor 1H2022 and doubled its interim dividend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920685557,"gmtCreate":1670478846979,"gmtModify":1676538377278,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920685557","repostId":"1147378718","repostType":4,"repost":{"id":"1147378718","kind":"news","pubTimestamp":1670457824,"share":"https://ttm.financial/m/news/1147378718?lang=&edition=fundamental","pubTime":"2022-12-08 08:03","market":"sg","language":"en","title":"Singapore Shares May Open Under Pressure On Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1147378718","media":"RTTNews","summary":"The Singapore stock market has finished lower in two straight sessions, sinking more than 49 points ","content":"<html><head></head><body><p>The Singapore stock market has finished lower in two straight sessions, sinking more than 49 points or 1.3 percent along the way. The Straits Times Index now rests just above the 3,225-point plateau and it&#39;s tipped to open in the red again on Thursday.</p><p>The global forecast for the Asian markets is soft on recession concerns and on the outlook for interest rates. The European markets were down and the U.S. bourses were mixed and the Asian markets figure to split the difference.</p><p>The STI finished modestly lower on Wednesday following losses from the financial shares, trusts and properties.</p><p>For the day, the index shed 26.92 points or 0.83 percent to finish at the daily low of 3,225.45 after peaking at 3,252.25. Volume was 1.5 billion shares worth 1.1 billion Singapore dollars. There were 319 decliners and 227 gainers.</p><p>Among the actives, Ascendas REIT weakened 1.08 percent, while CapitaLand Integrated Commercial Trust tumbled 1.95 percent, CapitaLand Investment plummeted 3.80 percent, City Developments tanked 2.06 percent, Comfort DelGro dropped 0.80 percent, DBS Group declined 1.47 percent, Emperador climbed 1.03 percent, Hongkong Land spiked 2.62 percent, Mapletree Pan Asia Commercial Trust surrendered 1.76 percent, Mapletree Industrial Trust stumbled 1.35 percent, Mapletree Logistics Trust slumped 1.23 percent, Oversea-Chinese Banking Corporation dipped 0.16 percent, SATS plunged 2.72 percent, SembCorp Industries lost 0.62 percent, Singapore Technologies Engineering fell 0.59 percent, SingTel shed 0.75 percent, United Overseas Bank sank 0.78 percent, Wilmar International skidded 0.98 percent, Yangzijiang Shipbuilding retreated 1.43 percent and Keppel Corp, Thai Beverage, Genting Singapore and Yangzijiang Financial were unchanged.</p><p>The lead from Wall Street is mixed to lower following a volatile Wednesday that saw the major averages bounce back and forth across the unchanged line before ending on opposite sides.</p><p>The Dow rose 1.58 points or 0.00 percent to finish at 33,597.92, while the NASDAQ sank 56.34 points or 0.51 percent to end at 10,958.55 and the S&amp;P 500 dipped 7.34 points or 0.19 percent to close at 3,933.92.</p><p>The choppy trading on Wall Street came as traders expressed uncertainty about the near-term outlook for the markets ahead of next week&#39;s Federal Reserve meeting.</p><p>The Fed still seems poised to slow the pace of interest rate hikes, but recent upbeat economic data has raised concerns about how much further the central bank will raise rates at future meetings.</p><p>The recent selling on Wall Street partly reflects worries the Fed will need to push the economy into a prolonged recession in order to bring inflation down close to its 2 percent target.</p><p>Crude oil prices fell sharply Wednesday, weighed down by data showing a sharp increase in gasoline inventories last week. West Texas Intermediate Crude futures for January ended lower by $2.24 or 3 percent at $72.01 a barrel, losing for the fourth consecutive session.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Shares May Open Under Pressure On Thursday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Shares May Open Under Pressure On Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3330608/singapore-shares-may-open-under-pressure-on-thursday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished lower in two straight sessions, sinking more than 49 points or 1.3 percent along the way. The Straits Times Index now rests just above the 3,225-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3330608/singapore-shares-may-open-under-pressure-on-thursday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3330608/singapore-shares-may-open-under-pressure-on-thursday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147378718","content_text":"The Singapore stock market has finished lower in two straight sessions, sinking more than 49 points or 1.3 percent along the way. The Straits Times Index now rests just above the 3,225-point plateau and it's tipped to open in the red again on Thursday.The global forecast for the Asian markets is soft on recession concerns and on the outlook for interest rates. The European markets were down and the U.S. bourses were mixed and the Asian markets figure to split the difference.The STI finished modestly lower on Wednesday following losses from the financial shares, trusts and properties.For the day, the index shed 26.92 points or 0.83 percent to finish at the daily low of 3,225.45 after peaking at 3,252.25. Volume was 1.5 billion shares worth 1.1 billion Singapore dollars. There were 319 decliners and 227 gainers.Among the actives, Ascendas REIT weakened 1.08 percent, while CapitaLand Integrated Commercial Trust tumbled 1.95 percent, CapitaLand Investment plummeted 3.80 percent, City Developments tanked 2.06 percent, Comfort DelGro dropped 0.80 percent, DBS Group declined 1.47 percent, Emperador climbed 1.03 percent, Hongkong Land spiked 2.62 percent, Mapletree Pan Asia Commercial Trust surrendered 1.76 percent, Mapletree Industrial Trust stumbled 1.35 percent, Mapletree Logistics Trust slumped 1.23 percent, Oversea-Chinese Banking Corporation dipped 0.16 percent, SATS plunged 2.72 percent, SembCorp Industries lost 0.62 percent, Singapore Technologies Engineering fell 0.59 percent, SingTel shed 0.75 percent, United Overseas Bank sank 0.78 percent, Wilmar International skidded 0.98 percent, Yangzijiang Shipbuilding retreated 1.43 percent and Keppel Corp, Thai Beverage, Genting Singapore and Yangzijiang Financial were unchanged.The lead from Wall Street is mixed to lower following a volatile Wednesday that saw the major averages bounce back and forth across the unchanged line before ending on opposite sides.The Dow rose 1.58 points or 0.00 percent to finish at 33,597.92, while the NASDAQ sank 56.34 points or 0.51 percent to end at 10,958.55 and the S&P 500 dipped 7.34 points or 0.19 percent to close at 3,933.92.The choppy trading on Wall Street came as traders expressed uncertainty about the near-term outlook for the markets ahead of next week's Federal Reserve meeting.The Fed still seems poised to slow the pace of interest rate hikes, but recent upbeat economic data has raised concerns about how much further the central bank will raise rates at future meetings.The recent selling on Wall Street partly reflects worries the Fed will need to push the economy into a prolonged recession in order to bring inflation down close to its 2 percent target.Crude oil prices fell sharply Wednesday, weighed down by data showing a sharp increase in gasoline inventories last week. West Texas Intermediate Crude futures for January ended lower by $2.24 or 3 percent at $72.01 a barrel, losing for the fourth consecutive session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920906718,"gmtCreate":1670410701134,"gmtModify":1676538362351,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920906718","repostId":"2289814769","repostType":4,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967014125,"gmtCreate":1670227530867,"gmtModify":1676538324705,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967014125","repostId":"2288946354","repostType":4,"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964643188,"gmtCreate":1670140898244,"gmtModify":1676538309702,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964643188","repostId":"1152464265","repostType":4,"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964100411,"gmtCreate":1670092530533,"gmtModify":1676538301094,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964100411","repostId":"1174822065","repostType":4,"repost":{"id":"1174822065","kind":"news","pubTimestamp":1670022856,"share":"https://ttm.financial/m/news/1174822065?lang=&edition=fundamental","pubTime":"2022-12-03 07:14","market":"sg","language":"en","title":"SGX Weekly Review: Singapore Airlines, Savings Rates for Local Banks and SATS’ Acquisition Funding Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1174822065","media":"The Smart Investor","summary":"Welcome to this week’s edition of top stock market highlights.Singapore Airlines Limited (SGX: C6L)S","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/c3d9e7d5cf0297dab87d1e29b5e962ce\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Welcome to this week’s edition of top stock market highlights.</p><h2><b>Singapore Airlines Limited (SGX: C6L)</b></h2><p>Singapore Airlines Limited, or SIA, has agreed with Tata Sons to merge Air India and Vistara.</p><p>SIA will inject around S$360 million into Air India as part of this deal, giving the former a 25.1% stake in the latter and a significant presence in key market segments.</p><p>Currently, SIA and Tata Sons hold a 49% and 51% stake in Vistara, respectively, while Tata Sons wholly owns Air India.</p><p>This merger is projected to complete by March 2024, subject to regulatory approvals, and will be fully funded by SIA’s internal cash resources.</p><p>Both SIA and Tata Sons will participate in any further capital injections needed for the enlarged Air India group, with a capital injection of up to S$880 million required after the merger is completed.</p><p>This transaction will benefit SIA by boosting its presence in India, thereby strengthening its multi-hub strategy, and also provide it with opportunities to expand in a fast-growing aviation market.</p><p>For context, India is the fastest-growing economy in the world and will become the third-largest nation in the globe by 2027. It is also the third-largest aviation market.</p><p>Demand for air travel is projected to more than double in the country in the next decade, and with low international seats per capita, India offers the promise of rapid growth in the years to come.</p><p>Both Vistara and Air India will complement each other’s capabilities and together, the merged entity will have a total of 218 aircraft serving 38 international and 52 domestic destinations.</p><h2><b>Banks’ saving account rates</b></h2><p>The local banks have continued to up their savings account interest rates in a bid to attract more deposits.</p><p>The latest bank to increase its maximum bonus interest rate is<b>United Overseas Bank Ltd</b>(SGX: U11), or UOB.</p><p>UOB more than doubled its maximum bonus interest rate on its One Account from 3.6% to 7.8%.</p><p>However, some conditions do apply.</p><p>This eye-popping rate is only applicable for balances between S$75,000 and S$100,000 where customers need to spend at least S$500 a month using an eligible UOB card as well as credit their salary of at least S$1,600 via GIRO.</p><p><b>OCBC Ltd</b>(SGX: O39) is not far behind with a 7.65% maximum bonus interest rate on its bank account.</p><p>It pays 4.65% on the first S$100,000 in a customer’s account, on the condition that the customer credits a salary of S$1,800 or more through GIRO, increases their account balance by at least S$500 a month, and spends S$500 on certain credit cards.</p><p>Customers can only hit the maximum tier of 7.65% if they also invest and buy insurance through the lender.</p><p><b>DBS Group</b>(SGX: D05) is also offering bonus rates on its flagship Multiplier Account but at a lower maximum of 4.1%.</p><p>This rate applies to the first S$100,000 in the account whereby the customer needs to credit an income stream and also transact in three categories with S$30,000 or more in eligible transactions.</p><h2><b>SATS (SGX: S58)</b></h2><p>SATS has finally unveiled the funding plan for itsmega acquisitionof Worldwide Flight Services (WFS).</p><p>Announced in late September, the airline ground handler provided few details back then on how the deal would be financed.</p><p>SATS share price also tumbled to a two-year low of S$3.08 when the announcement came out.</p><p>Since then, it has declined by another 10.7% to close at S$2.75.</p><p>The funding plan for the total acquisition cost of S$1.8 billion has three distinct sections comprising debt, equity and internal cash.</p><p>The debt portion involves tapping a S$700 three-year Euro-denominated term loan with an all-in cost of between 4% to 4.5% per annum.</p><p>For the equity funding raising (EFR) portion, SATS will launch a rights issue to raise approximately S$800 million.</p><p>No further details on the rights issue price or ratio have been announced, and the rights issue is expected to launch in the first quarter of 2023.</p><p>The remainder of the S$320 million will be financed through SATS’ existing cash balance.</p><p>Shareholders will be invited to attend an extraordinary general meeting to approve this proposed acquisition.</p><p>A circular will be sent in due course detailing the merits and characteristics of the deal to eligible shareholders.</p><p>Investors will have to wait till early next year to learn more details on the EFR portion, but the good news is thatTemasek Holdingshas already indicated its intention to subscribe for its pro-rata entitlement of the rights issue.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nSGX Weekly Review: Singapore Airlines, Savings Rates for Local Banks and SATS’ Acquisition Funding Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-03 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-singapore-airlines-savings-rates-for-local-banks-and-sats-acquisition-funding-plan/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to this week’s edition of top stock market highlights.Singapore Airlines Limited (SGX: C6L)Singapore Airlines Limited, or SIA, has agreed with Tata Sons to merge Air India and Vistara.SIA will...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-singapore-airlines-savings-rates-for-local-banks-and-sats-acquisition-funding-plan/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股","O39.SI":"华侨银行","C6L.SI":"新加坡航空公司","S58.SI":"新翔集团有限公司","U11.SI":"大华银行"},"source_url":"https://thesmartinvestor.com.sg/top-stock-market-highlights-of-the-week-singapore-airlines-savings-rates-for-local-banks-and-sats-acquisition-funding-plan/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174822065","content_text":"Welcome to this week’s edition of top stock market highlights.Singapore Airlines Limited (SGX: C6L)Singapore Airlines Limited, or SIA, has agreed with Tata Sons to merge Air India and Vistara.SIA will inject around S$360 million into Air India as part of this deal, giving the former a 25.1% stake in the latter and a significant presence in key market segments.Currently, SIA and Tata Sons hold a 49% and 51% stake in Vistara, respectively, while Tata Sons wholly owns Air India.This merger is projected to complete by March 2024, subject to regulatory approvals, and will be fully funded by SIA’s internal cash resources.Both SIA and Tata Sons will participate in any further capital injections needed for the enlarged Air India group, with a capital injection of up to S$880 million required after the merger is completed.This transaction will benefit SIA by boosting its presence in India, thereby strengthening its multi-hub strategy, and also provide it with opportunities to expand in a fast-growing aviation market.For context, India is the fastest-growing economy in the world and will become the third-largest nation in the globe by 2027. It is also the third-largest aviation market.Demand for air travel is projected to more than double in the country in the next decade, and with low international seats per capita, India offers the promise of rapid growth in the years to come.Both Vistara and Air India will complement each other’s capabilities and together, the merged entity will have a total of 218 aircraft serving 38 international and 52 domestic destinations.Banks’ saving account ratesThe local banks have continued to up their savings account interest rates in a bid to attract more deposits.The latest bank to increase its maximum bonus interest rate isUnited Overseas Bank Ltd(SGX: U11), or UOB.UOB more than doubled its maximum bonus interest rate on its One Account from 3.6% to 7.8%.However, some conditions do apply.This eye-popping rate is only applicable for balances between S$75,000 and S$100,000 where customers need to spend at least S$500 a month using an eligible UOB card as well as credit their salary of at least S$1,600 via GIRO.OCBC Ltd(SGX: O39) is not far behind with a 7.65% maximum bonus interest rate on its bank account.It pays 4.65% on the first S$100,000 in a customer’s account, on the condition that the customer credits a salary of S$1,800 or more through GIRO, increases their account balance by at least S$500 a month, and spends S$500 on certain credit cards.Customers can only hit the maximum tier of 7.65% if they also invest and buy insurance through the lender.DBS Group(SGX: D05) is also offering bonus rates on its flagship Multiplier Account but at a lower maximum of 4.1%.This rate applies to the first S$100,000 in the account whereby the customer needs to credit an income stream and also transact in three categories with S$30,000 or more in eligible transactions.SATS (SGX: S58)SATS has finally unveiled the funding plan for itsmega acquisitionof Worldwide Flight Services (WFS).Announced in late September, the airline ground handler provided few details back then on how the deal would be financed.SATS share price also tumbled to a two-year low of S$3.08 when the announcement came out.Since then, it has declined by another 10.7% to close at S$2.75.The funding plan for the total acquisition cost of S$1.8 billion has three distinct sections comprising debt, equity and internal cash.The debt portion involves tapping a S$700 three-year Euro-denominated term loan with an all-in cost of between 4% to 4.5% per annum.For the equity funding raising (EFR) portion, SATS will launch a rights issue to raise approximately S$800 million.No further details on the rights issue price or ratio have been announced, and the rights issue is expected to launch in the first quarter of 2023.The remainder of the S$320 million will be financed through SATS’ existing cash balance.Shareholders will be invited to attend an extraordinary general meeting to approve this proposed acquisition.A circular will be sent in due course detailing the merits and characteristics of the deal to eligible shareholders.Investors will have to wait till early next year to learn more details on the EFR portion, but the good news is thatTemasek Holdingshas already indicated its intention to subscribe for its pro-rata entitlement of the rights issue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965261127,"gmtCreate":1669961743970,"gmtModify":1676538279121,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965261127","repostId":"2288464628","repostType":4,"repost":{"id":"2288464628","kind":"highlight","pubTimestamp":1669948154,"share":"https://ttm.financial/m/news/2288464628?lang=&edition=fundamental","pubTime":"2022-12-02 10:29","market":"us","language":"en","title":"TSMC Vs. Intel: The New King Of The Hill","url":"https://stock-news.laohu8.com/highlight/detail?id=2288464628","media":"seekingalpha","summary":"JasonDoiyInvestment ThesisAlthough I have discussed both Intel (NASDAQ:INTC) and (to lesser extent) ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/524227e2de3f998b2c6616fdd17e1cac\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>JasonDoiy</p><h2>Investment Thesis</h2><p>Although I have discussed both Intel (NASDAQ:INTC) and (to lesser extent) TSMC (NYSE:TSM) previously, it’s been a while since I have compared both. In line with the overall market, both stocks have declined quite substantially from their highs. For TSMC this means, combined with its continued growth, that it has caught up to its previously quite elevated valuation. For Intel, even the roughly 50% drop still hasn’t been enough to fully offset the substantially decreased earnings estimates as revenue has fallen and investments have decreased.</p><p>While it may be tempting, as Buffett’s Berkshire Hathaway (BRK.A)(BRK.B) has done, to conclude that TSMC remains the top dog of semiconductor manufacturing, I would nevertheless argue that Intel’s prospects going forward are just as bright, as substantial leverage should become visible once the current investments start to pay off. Meanwhile, TSMC is visibly struggling with its latest nodes.</p><p>So while a case for both companies could be made at their current valuation, I’d buy Intel over TSMC as the new king of the hill for the next decade.</p><h2>Competitive landscape</h2><p>This article has been inspired in part by a similar recent comparison by another contributor. While the author laid out many of the most relevant facts, what I differ in is in the interpretation of those. To wit, as has been a consistent theme throughout my coverage of both companies, the topic of process leadership.</p><p>While it is true that 10nm had been delayed for many years, ultimately this is not relevant anymore as Moore’s Law has continued to shift the goalposts. As such, 10nm is just as relevant to this discussion as who won World War II.</p><p>So when it comes to who is best positioned for semiconductor leadership going forward, my analysis has indicated it is Intel, not TSMC. The reason for this is simply that Intel has its 2nm node (called 20A, followed by 18A six months later) lined up for production to start in the first half of 2024, which compares to TSMC’s equivalent node (called N2) which is scheduled for the second half of 2025, a non-insignificant 12- to 18-month lag compared to Intel.</p><p>Moreover, Intel said in 2019 it was targeting a 2x shrink, while TSMC’s official disclosure is for a shrink of “&gt;1.1x”, which suggests Intel’s 18A could outperform TSMC’s N2 despite being a year earlier. Indeed, my current <i>estimate</i> is that 18A will have an over 40% higher density (half a node) than N2.</p><p>Now, as always, some people might be skeptical about this, so let’s recap some of the reasons why this prognosis should be reliable.</p><p>First, even in the face of its many delays, Intel has actually maintained its status as the industry’s innovation powerhouse. The main issue was not with the technology itself, but that it contained too many defects to go into production economically. One of the reasons for this was that Intel was not ready for EUV lithography (because the original 10nm schedule was years ahead of when EUV was eventually ready). In addition, Intel has parallel development teams. So while the Intel 4/3 team stumbled upon a hiccup, the Intel 20/18A team just continued to move forward.</p><p>In addition, Intel will introduce two key brand-new technologies in 20A, namely RibbonFET (gate-all-around FET) and PowerVia (backside power delivery network). Investors can be assured that these technologies have not just been put on the roadmap a few quarters ago, since in reality such ground-breaking innovations usually take <i>at least</i> a decade to go from research to production. As of October 2022, Intel stated that these nodes remain on track, with the first full-blown test chips (both internal and from a foundry customer) now in the fab.</p><p>Lastly, there is one more reason that Intel’s current nodes such as Intel 7 are irrelevant, which is that onboarding new foundry customers literally takes years, as that is the time it takes for the development of new chips. Note that IFS (Intel Foundry Services) was only created in early 2021, which puts the earliest volume production for those initial customers likely in 2024-25. But that is exactly the timeframe when 20/18A will become available, which proves the point that earlier nodes are hardly relevant anymore; new potential foundry customers will be looking at Intel&#39;s offerings for the 2025+ timeframe.</p><p>As a side note, Intel mainly expects foundry customers to adopt 18A, as 20A will be more of an internal, lower-volume node like Intel 4, as part of Intel’s new Tick-Tock process development methodology.</p><p>Of course, some customers will likely have more or less stringent requirements with regards to the milestones they would want to see before increasing their adoption of Intel’s foundry services. For example, if a new customer like MediaTek, which Intel announced is adopting Intel 16 initially, would wait until its first chips are in the market before committing to new (perhaps more leading edge) projects, then that would take many years. Perhaps closer to reality, though, as Pat Gelsinger has explained, the various test chips on 18A that will come out of the fab over the coming quarters will serve as proof points for potential customers as they are evaluating where to get their future chips manufactured.</p><blockquote>Pat Gelsinger: Yes. Thank you. And on 20A and 18A, they go to RibbonFET, as you say. And Intel has driven every major transistor, right, in the volume production for the last 35 years. So the idea that we&#39;re the ones who are going to drive this major new transistor structure into production is something that we&#39;re pretty committed to be a driver for 20A, as you said, on track, on schedule. We expect 20A will primarily be an internal node, not one that we have a lot of external foundry customers for the external foundry chipset or tape-outs are largely associated with 18A.</blockquote><blockquote>And a very typical process for a foundry customer will be &#34;give me a test chip of my circuits on your process.&#34; and that&#39;s exactly what we tape out. The first one this quarter. We&#39;ll have several more in the pipeline. So now we&#39;re taping out not only our test chips for 18A, but our foundry customer test chips for 18A, and that&#39;s a pretty critical milestone when they see the results of the silicon for them making a volume decision for a foundry customer.</blockquote><blockquote>So we&#39;re exactly on the time line that I described earlier for those tape-outs and those decisions. So as they start to see the silicon results, which we think are going to be very promising we think that will be a key step to them making major foundry decisions. And overall, this just affirms our five nodes in four years. We&#39;re making the investments. We&#39;re seeing good progress to get back to process technology leadership, which for Intel is a tide that raises all boats in the company. It makes our products better. It establishes our new business areas, positions us in a very profound way for foundry</blockquote><h2>Conclusion</h2><p>Intel’s 18A node represents the first possible interception point for potential foundry customers to become an early adopter of a new Intel node since the IFS business was created, and therefore this node is pretty much the only sensible node to use as comparison to evaluate process leadership. Using any other node for this purpose would be a straw man at best.</p><p>So in that regard, based on density projections disclosed by Intel and TSMC, my current estimate is that 18A will be half a node denser than TSMC’s N2, while also being a full year earlier to market. Unless any changes in the schedules were to occur, this hence leaves no question of who will be able to claim process leadership going forward: not TSMC, but Intel.</p><p>One example of how this <i>could</i> play out in the market is if Qualcomm (QCOM) would launch an 18A SoC in 2025, whereas Apple’s 2025 products will have to use some variant of TSMC’s N3, with an N2 iPhone only becoming possible in 2026.</p><h2>Valuation</h2><p>Even after the substantial rally since the Berkshire Hathaway investment in TSMC became public, TSMC is currently still valued at just a double-digit P/E, with the stock price down significantly. Clearly, in a more bullish market, TSMC could easily sport a valuation (multiple) in the 20s or even 30s, even before considering any future growth. It is projected that the foundry market will continue to grow at a decent clip (Intel’s projection at Investor Meeting 2022 was that it would grow from $100B to $170B or so by 2030). In other words, even if TSMC loses some market share to newcomer Intel, unless IFS becomes more successful than any single person (including Pat Gelsinger) currently anticipates, then TSMC is unlikely to deliver negative alpha going forward.</p><p>In contrast, Intel’s forward P/E of nearly 15x is actually a bit more expensive than TSMC. However, this comes with the caveat that Intel has lost a substantial amount of leverage due to the current decline in revenue and the ongoing investments to catch up. However, these investments are likely to pay off given the trends with regards to process leadership as discussed above. This means Intel’s earnings could multiple once it starts to grow revenue again.</p><p>For example, management openly stated during the last earnings call that it aspires for Intel to deliver industry-leading metrics such as gross margin (60%+) and operating margin (40%+). Clearly, Intel is currently delivering far below those benchmarks, leaving ample upside if it succeeds in what Pat Gelsinger has previously called the greatest turnaround ever.</p><h2>Investor Takeaway</h2><p>Despite their similar (currently quite low) P/E valuations, Intel and TSMC are two companies with two quite different profiles in terms of several metrics such as gross margin, growth, and operating margin.</p><p>At first sight, the investment case for TSMC sounds reasonable enough: it is the foundry industry leader (both in technology and market share), and one may be tempted to fall into a false sense of security by assuming this will remain the case going forward. Hence, continued (industry) growth should make for a safe investment.</p><p>While I do not necessarily disagree with this reasoning, the more alluring investment going forward would actually be Intel. First and foremost, given the deflated gross and operating margins, Intel is arguably the company with the greatest opportunity to multiply its earnings (and with that its stock price). Secondly, as discussed Intel is currently unambiguously in pole position to take over process leadership from TSMC in 2025. Once this happens, because TSMC’s N2 is unlikely to fully catch up to 18A, Intel will then likely (comfortably) hold this position at least for the rest of the decade.</p><p>Since 18A is also the first node that lines up with the development cycle of chips, after onboarding the first customers in 2021, this means IFS will enjoy a leadership position out of the gate, which bodes well for this business’ prospects, which will come at the detriment of either Samsung or TSMC as its only competitors at the leading edge.</p><p>Ergo, Intel is (will be) the new king of the hill.</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>TSMC Vs. Intel: The New King Of The Hill</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Vs. Intel: The New King Of The Hill\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561623-tsmc-vs-intel-the-new-king-of-the-hill><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JasonDoiyInvestment ThesisAlthough I have discussed both Intel (NASDAQ:INTC) and (to lesser extent) TSMC (NYSE:TSM) previously, it’s been a while since I have compared both. In line with the overall ...</p>\n\n<a href=\"https://seekingalpha.com/article/4561623-tsmc-vs-intel-the-new-king-of-the-hill\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4561623-tsmc-vs-intel-the-new-king-of-the-hill","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288464628","content_text":"JasonDoiyInvestment ThesisAlthough I have discussed both Intel (NASDAQ:INTC) and (to lesser extent) TSMC (NYSE:TSM) previously, it’s been a while since I have compared both. In line with the overall market, both stocks have declined quite substantially from their highs. For TSMC this means, combined with its continued growth, that it has caught up to its previously quite elevated valuation. For Intel, even the roughly 50% drop still hasn’t been enough to fully offset the substantially decreased earnings estimates as revenue has fallen and investments have decreased.While it may be tempting, as Buffett’s Berkshire Hathaway (BRK.A)(BRK.B) has done, to conclude that TSMC remains the top dog of semiconductor manufacturing, I would nevertheless argue that Intel’s prospects going forward are just as bright, as substantial leverage should become visible once the current investments start to pay off. Meanwhile, TSMC is visibly struggling with its latest nodes.So while a case for both companies could be made at their current valuation, I’d buy Intel over TSMC as the new king of the hill for the next decade.Competitive landscapeThis article has been inspired in part by a similar recent comparison by another contributor. While the author laid out many of the most relevant facts, what I differ in is in the interpretation of those. To wit, as has been a consistent theme throughout my coverage of both companies, the topic of process leadership.While it is true that 10nm had been delayed for many years, ultimately this is not relevant anymore as Moore’s Law has continued to shift the goalposts. As such, 10nm is just as relevant to this discussion as who won World War II.So when it comes to who is best positioned for semiconductor leadership going forward, my analysis has indicated it is Intel, not TSMC. The reason for this is simply that Intel has its 2nm node (called 20A, followed by 18A six months later) lined up for production to start in the first half of 2024, which compares to TSMC’s equivalent node (called N2) which is scheduled for the second half of 2025, a non-insignificant 12- to 18-month lag compared to Intel.Moreover, Intel said in 2019 it was targeting a 2x shrink, while TSMC’s official disclosure is for a shrink of “>1.1x”, which suggests Intel’s 18A could outperform TSMC’s N2 despite being a year earlier. Indeed, my current estimate is that 18A will have an over 40% higher density (half a node) than N2.Now, as always, some people might be skeptical about this, so let’s recap some of the reasons why this prognosis should be reliable.First, even in the face of its many delays, Intel has actually maintained its status as the industry’s innovation powerhouse. The main issue was not with the technology itself, but that it contained too many defects to go into production economically. One of the reasons for this was that Intel was not ready for EUV lithography (because the original 10nm schedule was years ahead of when EUV was eventually ready). In addition, Intel has parallel development teams. So while the Intel 4/3 team stumbled upon a hiccup, the Intel 20/18A team just continued to move forward.In addition, Intel will introduce two key brand-new technologies in 20A, namely RibbonFET (gate-all-around FET) and PowerVia (backside power delivery network). Investors can be assured that these technologies have not just been put on the roadmap a few quarters ago, since in reality such ground-breaking innovations usually take at least a decade to go from research to production. As of October 2022, Intel stated that these nodes remain on track, with the first full-blown test chips (both internal and from a foundry customer) now in the fab.Lastly, there is one more reason that Intel’s current nodes such as Intel 7 are irrelevant, which is that onboarding new foundry customers literally takes years, as that is the time it takes for the development of new chips. Note that IFS (Intel Foundry Services) was only created in early 2021, which puts the earliest volume production for those initial customers likely in 2024-25. But that is exactly the timeframe when 20/18A will become available, which proves the point that earlier nodes are hardly relevant anymore; new potential foundry customers will be looking at Intel's offerings for the 2025+ timeframe.As a side note, Intel mainly expects foundry customers to adopt 18A, as 20A will be more of an internal, lower-volume node like Intel 4, as part of Intel’s new Tick-Tock process development methodology.Of course, some customers will likely have more or less stringent requirements with regards to the milestones they would want to see before increasing their adoption of Intel’s foundry services. For example, if a new customer like MediaTek, which Intel announced is adopting Intel 16 initially, would wait until its first chips are in the market before committing to new (perhaps more leading edge) projects, then that would take many years. Perhaps closer to reality, though, as Pat Gelsinger has explained, the various test chips on 18A that will come out of the fab over the coming quarters will serve as proof points for potential customers as they are evaluating where to get their future chips manufactured.Pat Gelsinger: Yes. Thank you. And on 20A and 18A, they go to RibbonFET, as you say. And Intel has driven every major transistor, right, in the volume production for the last 35 years. So the idea that we're the ones who are going to drive this major new transistor structure into production is something that we're pretty committed to be a driver for 20A, as you said, on track, on schedule. We expect 20A will primarily be an internal node, not one that we have a lot of external foundry customers for the external foundry chipset or tape-outs are largely associated with 18A.And a very typical process for a foundry customer will be \"give me a test chip of my circuits on your process.\" and that's exactly what we tape out. The first one this quarter. We'll have several more in the pipeline. So now we're taping out not only our test chips for 18A, but our foundry customer test chips for 18A, and that's a pretty critical milestone when they see the results of the silicon for them making a volume decision for a foundry customer.So we're exactly on the time line that I described earlier for those tape-outs and those decisions. So as they start to see the silicon results, which we think are going to be very promising we think that will be a key step to them making major foundry decisions. And overall, this just affirms our five nodes in four years. We're making the investments. We're seeing good progress to get back to process technology leadership, which for Intel is a tide that raises all boats in the company. It makes our products better. It establishes our new business areas, positions us in a very profound way for foundryConclusionIntel’s 18A node represents the first possible interception point for potential foundry customers to become an early adopter of a new Intel node since the IFS business was created, and therefore this node is pretty much the only sensible node to use as comparison to evaluate process leadership. Using any other node for this purpose would be a straw man at best.So in that regard, based on density projections disclosed by Intel and TSMC, my current estimate is that 18A will be half a node denser than TSMC’s N2, while also being a full year earlier to market. Unless any changes in the schedules were to occur, this hence leaves no question of who will be able to claim process leadership going forward: not TSMC, but Intel.One example of how this could play out in the market is if Qualcomm (QCOM) would launch an 18A SoC in 2025, whereas Apple’s 2025 products will have to use some variant of TSMC’s N3, with an N2 iPhone only becoming possible in 2026.ValuationEven after the substantial rally since the Berkshire Hathaway investment in TSMC became public, TSMC is currently still valued at just a double-digit P/E, with the stock price down significantly. Clearly, in a more bullish market, TSMC could easily sport a valuation (multiple) in the 20s or even 30s, even before considering any future growth. It is projected that the foundry market will continue to grow at a decent clip (Intel’s projection at Investor Meeting 2022 was that it would grow from $100B to $170B or so by 2030). In other words, even if TSMC loses some market share to newcomer Intel, unless IFS becomes more successful than any single person (including Pat Gelsinger) currently anticipates, then TSMC is unlikely to deliver negative alpha going forward.In contrast, Intel’s forward P/E of nearly 15x is actually a bit more expensive than TSMC. However, this comes with the caveat that Intel has lost a substantial amount of leverage due to the current decline in revenue and the ongoing investments to catch up. However, these investments are likely to pay off given the trends with regards to process leadership as discussed above. This means Intel’s earnings could multiple once it starts to grow revenue again.For example, management openly stated during the last earnings call that it aspires for Intel to deliver industry-leading metrics such as gross margin (60%+) and operating margin (40%+). Clearly, Intel is currently delivering far below those benchmarks, leaving ample upside if it succeeds in what Pat Gelsinger has previously called the greatest turnaround ever.Investor TakeawayDespite their similar (currently quite low) P/E valuations, Intel and TSMC are two companies with two quite different profiles in terms of several metrics such as gross margin, growth, and operating margin.At first sight, the investment case for TSMC sounds reasonable enough: it is the foundry industry leader (both in technology and market share), and one may be tempted to fall into a false sense of security by assuming this will remain the case going forward. Hence, continued (industry) growth should make for a safe investment.While I do not necessarily disagree with this reasoning, the more alluring investment going forward would actually be Intel. First and foremost, given the deflated gross and operating margins, Intel is arguably the company with the greatest opportunity to multiply its earnings (and with that its stock price). Secondly, as discussed Intel is currently unambiguously in pole position to take over process leadership from TSMC in 2025. Once this happens, because TSMC’s N2 is unlikely to fully catch up to 18A, Intel will then likely (comfortably) hold this position at least for the rest of the decade.Since 18A is also the first node that lines up with the development cycle of chips, after onboarding the first customers in 2021, this means IFS will enjoy a leadership position out of the gate, which bodes well for this business’ prospects, which will come at the detriment of either Samsung or TSMC as its only competitors at the leading edge.Ergo, Intel is (will be) the new king of the hill.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965173632,"gmtCreate":1669923224826,"gmtModify":1676538270292,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965173632","repostId":"1163897561","repostType":4,"repost":{"id":"1163897561","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669905045,"share":"https://ttm.financial/m/news/1163897561?lang=&edition=fundamental","pubTime":"2022-12-01 22:30","market":"us","language":"en","title":"Stocks Open Higher to Start December As Traders Cheer Data Pointing to Easing Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1163897561","media":"Tiger Newspress","summary":"Stock traded up slightly Thursday after some inflation data closely watched by the Federal Reserve c","content":"<html><head></head><body><p>Stock traded up slightly Thursday after some inflation data closely watched by the Federal Reserve came in cooler than expected.</p><p>The Dow Jones Industrial Average traded 14 points, or 0.04%, higher. The S&amp;P 500 gained 0.3%, while the Nasdaq Composite was near flat.</p><p>Stocks gained following the release of the October Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones. The 10-year Treasury yield decreased after the report.</p><p>The moves followed a sharp rally Wednesday, with the Nasdaq Composite and the S&amp;P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks. The Dow jumped 737.24 points, or 2.2%, on Wednesday, while the tech-heavy Nasdaq Composite and S&amp;P 500 surged 4.4% and 3.1%, respectively.</p><p>“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.</p><p>Wednesday also marked the end of a winning month for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&amp;P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Open Higher to Start December As Traders Cheer Data Pointing to Easing Inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Open Higher to Start December As Traders Cheer Data Pointing to Easing Inflation\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\">2022-12-01 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock traded up slightly Thursday after some inflation data closely watched by the Federal Reserve came in cooler than expected.</p><p>The Dow Jones Industrial Average traded 14 points, or 0.04%, higher. The S&amp;P 500 gained 0.3%, while the Nasdaq Composite was near flat.</p><p>Stocks gained following the release of the October Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones. The 10-year Treasury yield decreased after the report.</p><p>The moves followed a sharp rally Wednesday, with the Nasdaq Composite and the S&amp;P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks. The Dow jumped 737.24 points, or 2.2%, on Wednesday, while the tech-heavy Nasdaq Composite and S&amp;P 500 surged 4.4% and 3.1%, respectively.</p><p>“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.</p><p>Wednesday also marked the end of a winning month for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&amp;P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163897561","content_text":"Stock traded up slightly Thursday after some inflation data closely watched by the Federal Reserve came in cooler than expected.The Dow Jones Industrial Average traded 14 points, or 0.04%, higher. The S&P 500 gained 0.3%, while the Nasdaq Composite was near flat.Stocks gained following the release of the October Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones. The 10-year Treasury yield decreased after the report.The moves followed a sharp rally Wednesday, with the Nasdaq Composite and the S&P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks. The Dow jumped 737.24 points, or 2.2%, on Wednesday, while the tech-heavy Nasdaq Composite and S&P 500 surged 4.4% and 3.1%, respectively.“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.Wednesday also marked the end of a winning month for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962704147,"gmtCreate":1669844397789,"gmtModify":1676538253461,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962704147","repostId":"1182936270","repostType":4,"repost":{"id":"1182936270","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669818613,"share":"https://ttm.financial/m/news/1182936270?lang=&edition=fundamental","pubTime":"2022-11-30 22:30","market":"us","language":"en","title":"Stocks Open Little Changed As Investors Await Powell Speech","url":"https://stock-news.laohu8.com/highlight/detail?id=1182936270","media":"Tiger Newspress","summary":"Stocks were flat on Wednesday as Wall Street awaits an afternoon speech on the economy from Federal ","content":"<html><head></head><body><p>Stocks were flat on Wednesday as Wall Street awaits an afternoon speech on the economy from Federal Reserve Chair Jerome Powell.</p><p>S&amp;P 500 was essentially little changed, with the benchmark looking to snap a 3-day losing streak. The Dow Jones Industrial Average gained 11 points, also trading near the flatline. Nasdaq 100 futures climbed 0.1%.</p><p>Traders were hit with two reports Wednesday morning that caused volatility in stock futures. On one hand, a labor report signaled the job market could be cooling, raising hopes the Federal Reserve would slow its aggressive rate-hiking campaign. On the other hand, an updated reading of third-quarter gross domestic product was released and it showed the economy was stronger last period than first realized.</p><p>Payroll processing firm ADP said Wednesday that private companies added just 127,000 positions for the month, well below the 190,000 consensus estimate from economists polled by Dow Jones.</p><p>But the Bureau of Economic Analysis also said Wednesday that third-quarter GDP increased at a 2.9% annual rate, according to its second estimate. That was revised higher from the 2.6% first estimate.</p><p>Powell will give a speech at the Brookings Institution this afternoon that may give further insight into the central bank’s thinking on future interest rate increases. The Fed is slated to meet later this month and is largely expected to deliver a smaller 0.5 percentage point rate hike after four consecutive 0.75 percentage point increases to tame high inflation. Any signal of a pivot on future rate hikes would likely send markets higher.</p><p>“This is a Fed-made recession, so eventually when he does pivot, the market should move higher pretty quickly,” said Steve Grasso, CEO of Grasso Global, on CNBC’s “Fast Money” Tuesday.</p><p>Wall Street is coming off a mixed session. The Nasdaq Composite shed 0.59% and the S&amp;P 500 lost 0.16%, marking the third straight negative day for each. The Dow Jones Industrial Average notched a marginal gain, closing 3.07 points, or 0.01%, higher.</p><p>Stocks have been weighed down by China’s zero-Covid policy and have failed to fully recover from losses even as the country announced steps toward reopening, such as an uptick in vaccination rates for the elderly.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Open Little Changed As Investors Await Powell Speech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Open Little Changed As Investors Await Powell Speech\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\">2022-11-30 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks were flat on Wednesday as Wall Street awaits an afternoon speech on the economy from Federal Reserve Chair Jerome Powell.</p><p>S&amp;P 500 was essentially little changed, with the benchmark looking to snap a 3-day losing streak. The Dow Jones Industrial Average gained 11 points, also trading near the flatline. Nasdaq 100 futures climbed 0.1%.</p><p>Traders were hit with two reports Wednesday morning that caused volatility in stock futures. On one hand, a labor report signaled the job market could be cooling, raising hopes the Federal Reserve would slow its aggressive rate-hiking campaign. On the other hand, an updated reading of third-quarter gross domestic product was released and it showed the economy was stronger last period than first realized.</p><p>Payroll processing firm ADP said Wednesday that private companies added just 127,000 positions for the month, well below the 190,000 consensus estimate from economists polled by Dow Jones.</p><p>But the Bureau of Economic Analysis also said Wednesday that third-quarter GDP increased at a 2.9% annual rate, according to its second estimate. That was revised higher from the 2.6% first estimate.</p><p>Powell will give a speech at the Brookings Institution this afternoon that may give further insight into the central bank’s thinking on future interest rate increases. The Fed is slated to meet later this month and is largely expected to deliver a smaller 0.5 percentage point rate hike after four consecutive 0.75 percentage point increases to tame high inflation. Any signal of a pivot on future rate hikes would likely send markets higher.</p><p>“This is a Fed-made recession, so eventually when he does pivot, the market should move higher pretty quickly,” said Steve Grasso, CEO of Grasso Global, on CNBC’s “Fast Money” Tuesday.</p><p>Wall Street is coming off a mixed session. The Nasdaq Composite shed 0.59% and the S&amp;P 500 lost 0.16%, marking the third straight negative day for each. The Dow Jones Industrial Average notched a marginal gain, closing 3.07 points, or 0.01%, higher.</p><p>Stocks have been weighed down by China’s zero-Covid policy and have failed to fully recover from losses even as the country announced steps toward reopening, such as an uptick in vaccination rates for the elderly.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182936270","content_text":"Stocks were flat on Wednesday as Wall Street awaits an afternoon speech on the economy from Federal Reserve Chair Jerome Powell.S&P 500 was essentially little changed, with the benchmark looking to snap a 3-day losing streak. The Dow Jones Industrial Average gained 11 points, also trading near the flatline. Nasdaq 100 futures climbed 0.1%.Traders were hit with two reports Wednesday morning that caused volatility in stock futures. On one hand, a labor report signaled the job market could be cooling, raising hopes the Federal Reserve would slow its aggressive rate-hiking campaign. On the other hand, an updated reading of third-quarter gross domestic product was released and it showed the economy was stronger last period than first realized.Payroll processing firm ADP said Wednesday that private companies added just 127,000 positions for the month, well below the 190,000 consensus estimate from economists polled by Dow Jones.But the Bureau of Economic Analysis also said Wednesday that third-quarter GDP increased at a 2.9% annual rate, according to its second estimate. That was revised higher from the 2.6% first estimate.Powell will give a speech at the Brookings Institution this afternoon that may give further insight into the central bank’s thinking on future interest rate increases. The Fed is slated to meet later this month and is largely expected to deliver a smaller 0.5 percentage point rate hike after four consecutive 0.75 percentage point increases to tame high inflation. Any signal of a pivot on future rate hikes would likely send markets higher.“This is a Fed-made recession, so eventually when he does pivot, the market should move higher pretty quickly,” said Steve Grasso, CEO of Grasso Global, on CNBC’s “Fast Money” Tuesday.Wall Street is coming off a mixed session. The Nasdaq Composite shed 0.59% and the S&P 500 lost 0.16%, marking the third straight negative day for each. The Dow Jones Industrial Average notched a marginal gain, closing 3.07 points, or 0.01%, higher.Stocks have been weighed down by China’s zero-Covid policy and have failed to fully recover from losses even as the country announced steps toward reopening, such as an uptick in vaccination rates for the elderly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962597636,"gmtCreate":1669800303625,"gmtModify":1676538245862,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962597636","repostId":"1169971033","repostType":4,"repost":{"id":"1169971033","kind":"news","pubTimestamp":1669785643,"share":"https://ttm.financial/m/news/1169971033?lang=&edition=fundamental","pubTime":"2022-11-30 13:20","market":"us","language":"en","title":"Is GOOG Stock About to Turn a Corner? Not So Fast","url":"https://stock-news.laohu8.com/highlight/detail?id=1169971033","media":"Investorplace","summary":"In line with the overall stock market,Alphabet(GOOG,GOOGL) stock has moved higher in recent weeks.As","content":"<html><head></head><body><ul><li>In line with the overall stock market,<b>Alphabet</b>(GOOG,GOOGL) stock has moved higher in recent weeks.</li><li>As the tech giant contends with inflation and the resultant economic slowdown, shares could soon give back these gains.</li><li>Add in the possibility of shares trading sideways until macro issues subside, and there’s clearly still no rush to enter/add to a position.<img src=\"https://static.tigerbbs.com/fa7f77c66a06dd38f9000586da59ecae\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></li></ul><p>In line with the overall stock market, <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>,NASDAQ:<b><u>GOOGL</u></b>) stock has moved higher in recent weeks. Since hitting a new multi-year low on Nov. 3 ($83.45 per share), GOOG stock has climbed back up to around $95.14per share.</p><p>With a company-specific developments (more below) also giving shares a boost, some may believe now that a recovery is in motion for this mega-cap tech stock. Yet while shares may not necessarily be at risk of making another big plunge, I wouldn’t assume Alphabet is en route to make a fast recovery.</p><p>Mainly, because macro issues, such as high inflation, and the economic slowdown/possible recession, are still far from entering the rearview mirror. As these headwinds continue to affect operating results in the near-term, there’s a strong chance the stock gives back its latest gains, making it best to maintain a “wait-and-see” stance.</p><table><tbody><tr><td><b><u>GOOG</u></b></td><td><b>Alphabet</b></td><td>$95.14</td></tr></tbody></table><h2>GOOG Stock: What Drove its Recent Rally?</h2><p>Throughout November, market pessimism for Alphabet stock, caused by a poorly-received earnings report in late October, morphed into renewed optimism. Mostly, due to a key piece of macro data: the latest Consumer Price Index figure, released on Nov. 10.</p><p>With the latest CPI printsuggesting that inflation is perhaps cooling, the market has become more hopeful that the Federal Reserve will ease, then pivot, on interest rate hikes, in the coming year. Yet while this was the main factor behind the November GOOG stock rally, as mentioned above, there was a factor pertaining more directly to the company, that provided an additional (albeit small) lift for shares.</p><p>That would be the emergence of a shareholder activist activity within the company. On Nov. 15, activist hedge fund <b>TCI Fund Management</b>, which says it owns a $6 billion stake in Alphabet, sent a letter to CEO Sundar Pichai. In it the company pushed for the CEO toaggressively reduce costsby reducing headcount, and by reducing its involvement in “Other Bets” activities such as autonomous vehicle startup <b>Waymo</b>.</p><p>But GOOG’s recent rally has lost momentum. Another pullback may soon follow, as excitement over shareholder activism and the potential Fed pivot continue to fade.</p><h2>While Not Getting Worse, Issues Will Likely Persist</h2><p>Between cooling inflation, and rising chances that the Fed eases on further increases to interest rates, there’s much to suggest the current macroeconomic challenges will get worse from here. Even so, it’s questionable whether the easing of said challenges will happen quickly, or take time to occur.</p><p>Although inflation may be slowing down, as I argued in my last article on GOOG stock,it has been sticky, and could remain at elevated levels for quite some time. This could limit the Fed’s flexibility when it comes to lowering rates.</p><p>As inflation and interest rates stay high, Alphabet’s bread-and-butter advertising business will likely continue to report underwhelming results.</p><p>That’s not all. The related economic slowdown will likely keep affecting both GOOG’s advertising business, plus its cloud computing segment, as large enterprises continue to cut back on IT spending. Sure, TCI’s shareholder activism could in theory counter this, if Alphabet acquiesces to the fund’s cost-cutting demands.</p><p>However, the company’s founders stillhold voting controlof Alphabet. TCI doesn’t even own 1% of this trillion-dollar company’s outstanding shares. As with <b>Starboard Value’s</b>activist involvement with <b>Salesforce</b>(NYSE:<b>CRM</b>), TCI’s campaign may have long-shot odds of success.</p><h2>Bottom Line on GOOG Stock</h2><p>Trading for only19.1times earnings, GOOG, despite its troubles, may look tempting due to its low price. Unfortunately, a re-rating for shares is only going to arrive, when macro issues subside, and growth re-accelerates.</p><p>Until then, as the company’s revenue and earnings are further affected by high inflation and high interest rates, shares could retest lows, and remain stuck at prices under $100 per share.</p><p>There are rumors that Alphabet is gearing up to lay off10,000employees, but this may not be a sign that management is looking to implement TCI’s recommendations.</p><p>Other tech firms have announced similarly-sized layoffs. With Alphabet’s headcount totaling187,000, these reductions may be only a drop in the bucket, having just a modest impact to the bottom line.</p><p>As recent developments do little to change the situation, there’s clearly still no rush to enter/add to a GOOG stock position.</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 GOOG Stock About to Turn a Corner? Not So Fast</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 GOOG Stock About to Turn a Corner? Not So Fast\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 13:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/11/is-goog-stock-about-to-turn-a-corner-not-so-fast/><strong>Investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In line with the overall stock market,Alphabet(GOOG,GOOGL) stock has moved higher in recent weeks.As the tech giant contends with inflation and the resultant economic slowdown, shares could soon give ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/11/is-goog-stock-about-to-turn-a-corner-not-so-fast/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/market360/2022/11/is-goog-stock-about-to-turn-a-corner-not-so-fast/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169971033","content_text":"In line with the overall stock market,Alphabet(GOOG,GOOGL) stock has moved higher in recent weeks.As the tech giant contends with inflation and the resultant economic slowdown, shares could soon give back these gains.Add in the possibility of shares trading sideways until macro issues subside, and there’s clearly still no rush to enter/add to a position.In line with the overall stock market, Alphabet(NASDAQ:GOOG,NASDAQ:GOOGL) stock has moved higher in recent weeks. Since hitting a new multi-year low on Nov. 3 ($83.45 per share), GOOG stock has climbed back up to around $95.14per share.With a company-specific developments (more below) also giving shares a boost, some may believe now that a recovery is in motion for this mega-cap tech stock. Yet while shares may not necessarily be at risk of making another big plunge, I wouldn’t assume Alphabet is en route to make a fast recovery.Mainly, because macro issues, such as high inflation, and the economic slowdown/possible recession, are still far from entering the rearview mirror. As these headwinds continue to affect operating results in the near-term, there’s a strong chance the stock gives back its latest gains, making it best to maintain a “wait-and-see” stance.GOOGAlphabet$95.14GOOG Stock: What Drove its Recent Rally?Throughout November, market pessimism for Alphabet stock, caused by a poorly-received earnings report in late October, morphed into renewed optimism. Mostly, due to a key piece of macro data: the latest Consumer Price Index figure, released on Nov. 10.With the latest CPI printsuggesting that inflation is perhaps cooling, the market has become more hopeful that the Federal Reserve will ease, then pivot, on interest rate hikes, in the coming year. Yet while this was the main factor behind the November GOOG stock rally, as mentioned above, there was a factor pertaining more directly to the company, that provided an additional (albeit small) lift for shares.That would be the emergence of a shareholder activist activity within the company. On Nov. 15, activist hedge fund TCI Fund Management, which says it owns a $6 billion stake in Alphabet, sent a letter to CEO Sundar Pichai. In it the company pushed for the CEO toaggressively reduce costsby reducing headcount, and by reducing its involvement in “Other Bets” activities such as autonomous vehicle startup Waymo.But GOOG’s recent rally has lost momentum. Another pullback may soon follow, as excitement over shareholder activism and the potential Fed pivot continue to fade.While Not Getting Worse, Issues Will Likely PersistBetween cooling inflation, and rising chances that the Fed eases on further increases to interest rates, there’s much to suggest the current macroeconomic challenges will get worse from here. Even so, it’s questionable whether the easing of said challenges will happen quickly, or take time to occur.Although inflation may be slowing down, as I argued in my last article on GOOG stock,it has been sticky, and could remain at elevated levels for quite some time. This could limit the Fed’s flexibility when it comes to lowering rates.As inflation and interest rates stay high, Alphabet’s bread-and-butter advertising business will likely continue to report underwhelming results.That’s not all. The related economic slowdown will likely keep affecting both GOOG’s advertising business, plus its cloud computing segment, as large enterprises continue to cut back on IT spending. Sure, TCI’s shareholder activism could in theory counter this, if Alphabet acquiesces to the fund’s cost-cutting demands.However, the company’s founders stillhold voting controlof Alphabet. TCI doesn’t even own 1% of this trillion-dollar company’s outstanding shares. As with Starboard Value’sactivist involvement with Salesforce(NYSE:CRM), TCI’s campaign may have long-shot odds of success.Bottom Line on GOOG StockTrading for only19.1times earnings, GOOG, despite its troubles, may look tempting due to its low price. Unfortunately, a re-rating for shares is only going to arrive, when macro issues subside, and growth re-accelerates.Until then, as the company’s revenue and earnings are further affected by high inflation and high interest rates, shares could retest lows, and remain stuck at prices under $100 per share.There are rumors that Alphabet is gearing up to lay off10,000employees, but this may not be a sign that management is looking to implement TCI’s recommendations.Other tech firms have announced similarly-sized layoffs. With Alphabet’s headcount totaling187,000, these reductions may be only a drop in the bucket, having just a modest impact to the bottom line.As recent developments do little to change the situation, there’s clearly still no rush to enter/add to a GOOG stock position.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9966717853,"gmtCreate":1669644782672,"gmtModify":1676538217834,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966717853","repostId":"1179608810","repostType":4,"repost":{"id":"1179608810","kind":"news","pubTimestamp":1669650207,"share":"https://ttm.financial/m/news/1179608810?lang=&edition=fundamental","pubTime":"2022-11-28 23:43","market":"us","language":"en","title":"Powell to Set Stage for Slowing Fed Rate Hikes Amid Hawkish Tone","url":"https://stock-news.laohu8.com/highlight/detail?id=1179608810","media":"Bloomberg","summary":"Fed chair could stress need to bring labor market into balanceMarkets pricing a 50 basis-point Decem","content":"<html><head></head><body><ul><li>Fed chair could stress need to bring labor market into balance</li><li>Markets pricing a 50 basis-point December move and higher peak</li></ul><p>Chair Jerome Powell is expected to this week cement expectations that the Federal Reserve will slow its pace of interest-rates increases next month, while reminding Americans that its fight against inflation will run into 2023.</p><p>Powell is scheduled to deliver a speech, nominally focused on the labor market, at an event on Wednesday hosted by the Brookings Institution in Washington. It will be one of the last from policymakers before the start of a quiet period ahead of their Dec. 13-14 gathering.</p><p>The event provides Powell with a stage to echo fellow Fed officials in signaling they will raise their benchmark rate by 50 basis points at their final meeting of the year, after four successive 75 basis-point hikes.</p><p>But with inflation still way above the central bank’s 2% target he will likely dovetail any talk of a downshift with a warning that rates will have further to rise next year.</p><p><img src=\"https://static.tigerbbs.com/450beadd9b4c251f0c602e5acb9bc1af\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/>“He’s probably going to use the speech to be hawkish and describe the dimensions of imbalance in the labor market,” said Julia Coronado, founding partner at MacroPolicy Perspectives. Powell could frame those labor market dynamics as “a reason that they need to be committed to a tight policy for longer,” she said.</p><p>Investors expect the Fed to slow down next month with rates peaking around 5% next year from the current range of 3.75% to 4.00%, according to pricing of contracts in futures markets.</p><p>Those expectations are in line with Powell’s remarks after the Fed’s meeting earlier this month, when he indicated that officials could fade the pace of rate increases as soon as next month, even as they ultimately raise rates to a higher peak than they previously thought.</p><p>“I don’t think there’s a lot of heavy lifting to do in terms of getting the market in line with where they likely see things going,” said Michael Feroli, chief US economist at JPMorgan Chase &amp; Co.</p><p>What Bloomberg’s Economists Say...</p><blockquote>“Ultimately, the Fed chair steers the final decision on rate policy -- and Powell is likely to remind markets  that the Fed isn’t about to pivot and will keep tightening until there’s compelling evidence inflation is coming down sustainably.”-- Anna Wong, Andrew Husby and Eliza Winger</blockquote><p>Minutes from the Nov. 1-2 gathering showed widespread support among officials for calibrating their moves, with a “substantial majority” agreeing it would soon time to slow the pace of rate increases. But views around how high they will eventually need to lift borrowing costs was less clearcut, with “various” policymakers seeing a case for going somewhat higher than expected.</p><p>Officials in September saw rates reaching 4.4% by the end of this year and 4.6% by the end of next year, according to median projections released after that meeting. Those forecasts will be updated at next month’s gathering.</p><p>The Fed chief will be speaking on the same day that the Labor Department will issue an update of its Job Openings and Labor Turnover Survey, or JOLTS, a report Powell cites often for evidence that demand for labor is greatly exceeding supply. Job openings unexpectedly increased in September and another strong reading could suggest further wage pressures.</p><p><img src=\"https://static.tigerbbs.com/3933abd9ee48c46585475c8b3e8cb333\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/>His remarks will also come two days ahead of the November jobs report, which policymakers will also review ahead of their rate decision, along with upcoming inflation data.</p><p>Financial conditions have eased since the Fed’s November meeting, with stock markets rallying and the risk spreads in bond markets narrowing, said Stephen Stanley, chief economist, for Amherst Pierpont Securities LLC.</p><p>But Powell is unlikely to target those in his remarks, and may instead reiterate what he said earlier this month about how officials could soon use smaller rate hikes but rates may need to go slightly higher than previously expected to cool prices.</p><p>“If people come away thinking that the Fed is gonna raise rates to 5% or thereabouts, which I think is what he was kind of trying to hint at in November, then I feel like that he will have more or less done the job in terms of signaling,” said Stanley.</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>Powell to Set Stage for Slowing Fed Rate Hikes Amid Hawkish Tone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPowell to Set Stage for Slowing Fed Rate Hikes Amid Hawkish Tone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-28/powell-to-set-stage-for-slowing-fed-rate-hikes-amid-hawkish-tone><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed chair could stress need to bring labor market into balanceMarkets pricing a 50 basis-point December move and higher peakChair Jerome Powell is expected to this week cement expectations that the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-28/powell-to-set-stage-for-slowing-fed-rate-hikes-amid-hawkish-tone\">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.bloomberg.com/news/articles/2022-11-28/powell-to-set-stage-for-slowing-fed-rate-hikes-amid-hawkish-tone","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179608810","content_text":"Fed chair could stress need to bring labor market into balanceMarkets pricing a 50 basis-point December move and higher peakChair Jerome Powell is expected to this week cement expectations that the Federal Reserve will slow its pace of interest-rates increases next month, while reminding Americans that its fight against inflation will run into 2023.Powell is scheduled to deliver a speech, nominally focused on the labor market, at an event on Wednesday hosted by the Brookings Institution in Washington. It will be one of the last from policymakers before the start of a quiet period ahead of their Dec. 13-14 gathering.The event provides Powell with a stage to echo fellow Fed officials in signaling they will raise their benchmark rate by 50 basis points at their final meeting of the year, after four successive 75 basis-point hikes.But with inflation still way above the central bank’s 2% target he will likely dovetail any talk of a downshift with a warning that rates will have further to rise next year.“He’s probably going to use the speech to be hawkish and describe the dimensions of imbalance in the labor market,” said Julia Coronado, founding partner at MacroPolicy Perspectives. Powell could frame those labor market dynamics as “a reason that they need to be committed to a tight policy for longer,” she said.Investors expect the Fed to slow down next month with rates peaking around 5% next year from the current range of 3.75% to 4.00%, according to pricing of contracts in futures markets.Those expectations are in line with Powell’s remarks after the Fed’s meeting earlier this month, when he indicated that officials could fade the pace of rate increases as soon as next month, even as they ultimately raise rates to a higher peak than they previously thought.“I don’t think there’s a lot of heavy lifting to do in terms of getting the market in line with where they likely see things going,” said Michael Feroli, chief US economist at JPMorgan Chase & Co.What Bloomberg’s Economists Say...“Ultimately, the Fed chair steers the final decision on rate policy -- and Powell is likely to remind markets  that the Fed isn’t about to pivot and will keep tightening until there’s compelling evidence inflation is coming down sustainably.”-- Anna Wong, Andrew Husby and Eliza WingerMinutes from the Nov. 1-2 gathering showed widespread support among officials for calibrating their moves, with a “substantial majority” agreeing it would soon time to slow the pace of rate increases. But views around how high they will eventually need to lift borrowing costs was less clearcut, with “various” policymakers seeing a case for going somewhat higher than expected.Officials in September saw rates reaching 4.4% by the end of this year and 4.6% by the end of next year, according to median projections released after that meeting. Those forecasts will be updated at next month’s gathering.The Fed chief will be speaking on the same day that the Labor Department will issue an update of its Job Openings and Labor Turnover Survey, or JOLTS, a report Powell cites often for evidence that demand for labor is greatly exceeding supply. Job openings unexpectedly increased in September and another strong reading could suggest further wage pressures.His remarks will also come two days ahead of the November jobs report, which policymakers will also review ahead of their rate decision, along with upcoming inflation data.Financial conditions have eased since the Fed’s November meeting, with stock markets rallying and the risk spreads in bond markets narrowing, said Stephen Stanley, chief economist, for Amherst Pierpont Securities LLC.But Powell is unlikely to target those in his remarks, and may instead reiterate what he said earlier this month about how officials could soon use smaller rate hikes but rates may need to go slightly higher than previously expected to cool prices.“If people come away thinking that the Fed is gonna raise rates to 5% or thereabouts, which I think is what he was kind of trying to hint at in November, then I feel like that he will have more or less done the job in terms of signaling,” said Stanley.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030156997,"gmtCreate":1645666237591,"gmtModify":1676534051120,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"close monitor","listText":"close monitor","text":"close monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030156997","repostId":"2213091531","repostType":4,"repost":{"id":"2213091531","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1645658738,"share":"https://ttm.financial/m/news/2213091531?lang=&edition=fundamental","pubTime":"2022-02-24 07:25","market":"us","language":"en","title":"US STOCKS-Wall Street Extends Selloff on Ukraine Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2213091531","media":"Reuters","summary":"* U.S. and allies keep tougher measures against Russia in reserve* Lowe's rises after upbeat outlook* Indexes: Dow down 1.4%, S&P 500 down 1.8%, Nasdaq down 2.6%NEW YORK, Feb 23 (Reuters) - Wall Stree","content":"<html><head></head><body><p>* U.S. and allies keep tougher measures against Russia in reserve</p><p>* Lowe&#39;s rises after upbeat outlook</p><p>* Indexes: Dow down 1.4%, S&amp;P 500 down 1.8%, Nasdaq down 2.6%</p><p>NEW YORK, Feb 23 (Reuters) - Wall Street&#39;s major indexes ended sharply lower on Wednesday, extending their recent rout as Ukraine declared a state of emergency and the U.S. State Department said a Russian invasion of Ukraine remains potentially imminent.</p><p>The State Department added that Washington has not seen any indication of Russians backing away, while the White House said President Joe Biden has no intention of sending U.S. troops to fight in Ukraine.</p><p>Earlier, the West unveiled more sanctions against Russia over its move into eastern Ukraine, and Moscow began evacuating its Kyiv embassy.</p><p>Nasdaq led the day&#39;s decline, falling more than 2%, while the information technology sector    dropped 2.6% and was the biggest drag on the S&amp;P 500.</p><p>&#34;If anything (Russian) President Putin is digging his heels in despite the increased sanctions,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. &#34;That&#39;s really adding to elevated nervousness about further aggressive actions and what that will mean for commodities and inflation overall.&#34;</p><p>The Dow came within a hair&#39;s breadth of confirming it was in a correction on Wednesday, while the S&amp;P 500 in the previous session confirmed it was in a correction when the index ended down more than 10% from its Jan. 3 closing record high. A correction is confirmed when an index closes 10% or more below its record closing level.</p><p>The Nasdaq has tumbled almost 19% from its record-high close on Nov. 19, nearing a 20% decline that many investors view as the definition of a bear market.</p><p>The Dow Jones Industrial Average    fell 464.85 points, or 1.38%, to 33,131.76, the S&amp;P 500    lost 79.26 points, or 1.84%, to 4,225.5 and the Nasdaq Composite    dropped 344.03 points, or 2.57%, to 13,037.49.</p><p>Investors also have been on edge about possible aggressive tightening by the Federal Reserve to combat inflation.</p><p>&#34;There&#39;s been geopolitical risks and rhetoric that have given investors that much more to be worried about,&#34; said Liz Young, head of investment strategy at SoFi.</p><p>&#34;What it&#39;s done is exacerbate the momentum that was already in place to the downside,&#34; she said. &#34;What we were seeing already coming into this was clearly a compression in multiples across a number of different highly valued areas of the market.&#34;</p><p>A Reuters poll showed the S&amp;P 500 index still rising by end-2022.</p><p>In company news, shares of Lowe&#39;s Cos Inc    ended slightly higher after the company raised full-year sales and profit forecasts.</p><p>Declining issues outnumbered advancing ones on the New York Stock Exchange by a 2.92-to-1 ratio; on Nasdaq, a 3.14-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 39 new lows; the Nasdaq Composite recorded 24 new highs and 550 new lows.</p><p>Volume on U.S. exchanges was 11.98 billion shares, compared with the roughly 12.3 billion average for the full session over the last 20 trading days.</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 Street Extends Selloff on Ukraine Worries</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 Street Extends Selloff on Ukraine Worries\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\">2022-02-24 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. and allies keep tougher measures against Russia in reserve</p><p>* Lowe&#39;s rises after upbeat outlook</p><p>* Indexes: Dow down 1.4%, S&amp;P 500 down 1.8%, Nasdaq down 2.6%</p><p>NEW YORK, Feb 23 (Reuters) - Wall Street&#39;s major indexes ended sharply lower on Wednesday, extending their recent rout as Ukraine declared a state of emergency and the U.S. State Department said a Russian invasion of Ukraine remains potentially imminent.</p><p>The State Department added that Washington has not seen any indication of Russians backing away, while the White House said President Joe Biden has no intention of sending U.S. troops to fight in Ukraine.</p><p>Earlier, the West unveiled more sanctions against Russia over its move into eastern Ukraine, and Moscow began evacuating its Kyiv embassy.</p><p>Nasdaq led the day&#39;s decline, falling more than 2%, while the information technology sector    dropped 2.6% and was the biggest drag on the S&amp;P 500.</p><p>&#34;If anything (Russian) President Putin is digging his heels in despite the increased sanctions,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. &#34;That&#39;s really adding to elevated nervousness about further aggressive actions and what that will mean for commodities and inflation overall.&#34;</p><p>The Dow came within a hair&#39;s breadth of confirming it was in a correction on Wednesday, while the S&amp;P 500 in the previous session confirmed it was in a correction when the index ended down more than 10% from its Jan. 3 closing record high. A correction is confirmed when an index closes 10% or more below its record closing level.</p><p>The Nasdaq has tumbled almost 19% from its record-high close on Nov. 19, nearing a 20% decline that many investors view as the definition of a bear market.</p><p>The Dow Jones Industrial Average    fell 464.85 points, or 1.38%, to 33,131.76, the S&amp;P 500    lost 79.26 points, or 1.84%, to 4,225.5 and the Nasdaq Composite    dropped 344.03 points, or 2.57%, to 13,037.49.</p><p>Investors also have been on edge about possible aggressive tightening by the Federal Reserve to combat inflation.</p><p>&#34;There&#39;s been geopolitical risks and rhetoric that have given investors that much more to be worried about,&#34; said Liz Young, head of investment strategy at SoFi.</p><p>&#34;What it&#39;s done is exacerbate the momentum that was already in place to the downside,&#34; she said. &#34;What we were seeing already coming into this was clearly a compression in multiples across a number of different highly valued areas of the market.&#34;</p><p>A Reuters poll showed the S&amp;P 500 index still rising by end-2022.</p><p>In company news, shares of Lowe&#39;s Cos Inc    ended slightly higher after the company raised full-year sales and profit forecasts.</p><p>Declining issues outnumbered advancing ones on the New York Stock Exchange by a 2.92-to-1 ratio; on Nasdaq, a 3.14-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 39 new lows; the Nasdaq Composite recorded 24 new highs and 550 new lows.</p><p>Volume on U.S. exchanges was 11.98 billion shares, compared with the roughly 12.3 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","QID":"纳指两倍做空ETF","DDM":"道指两倍做多ETF","DXD":"道指两倍做空ETF",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213091531","content_text":"* U.S. and allies keep tougher measures against Russia in reserve* Lowe's rises after upbeat outlook* Indexes: Dow down 1.4%, S&P 500 down 1.8%, Nasdaq down 2.6%NEW YORK, Feb 23 (Reuters) - Wall Street's major indexes ended sharply lower on Wednesday, extending their recent rout as Ukraine declared a state of emergency and the U.S. State Department said a Russian invasion of Ukraine remains potentially imminent.The State Department added that Washington has not seen any indication of Russians backing away, while the White House said President Joe Biden has no intention of sending U.S. troops to fight in Ukraine.Earlier, the West unveiled more sanctions against Russia over its move into eastern Ukraine, and Moscow began evacuating its Kyiv embassy.Nasdaq led the day's decline, falling more than 2%, while the information technology sector    dropped 2.6% and was the biggest drag on the S&P 500.\"If anything (Russian) President Putin is digging his heels in despite the increased sanctions,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. \"That's really adding to elevated nervousness about further aggressive actions and what that will mean for commodities and inflation overall.\"The Dow came within a hair's breadth of confirming it was in a correction on Wednesday, while the S&P 500 in the previous session confirmed it was in a correction when the index ended down more than 10% from its Jan. 3 closing record high. A correction is confirmed when an index closes 10% or more below its record closing level.The Nasdaq has tumbled almost 19% from its record-high close on Nov. 19, nearing a 20% decline that many investors view as the definition of a bear market.The Dow Jones Industrial Average    fell 464.85 points, or 1.38%, to 33,131.76, the S&P 500    lost 79.26 points, or 1.84%, to 4,225.5 and the Nasdaq Composite    dropped 344.03 points, or 2.57%, to 13,037.49.Investors also have been on edge about possible aggressive tightening by the Federal Reserve to combat inflation.\"There's been geopolitical risks and rhetoric that have given investors that much more to be worried about,\" said Liz Young, head of investment strategy at SoFi.\"What it's done is exacerbate the momentum that was already in place to the downside,\" she said. \"What we were seeing already coming into this was clearly a compression in multiples across a number of different highly valued areas of the market.\"A Reuters poll showed the S&P 500 index still rising by end-2022.In company news, shares of Lowe's Cos Inc    ended slightly higher after the company raised full-year sales and profit forecasts.Declining issues outnumbered advancing ones on the New York Stock Exchange by a 2.92-to-1 ratio; on Nasdaq, a 3.14-to-1 ratio favored decliners.The S&P 500 posted 2 new 52-week highs and 39 new lows; the Nasdaq Composite recorded 24 new highs and 550 new lows.Volume on U.S. exchanges was 11.98 billion shares, compared with the roughly 12.3 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091793463,"gmtCreate":1643937543855,"gmtModify":1676533873704,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091793463","repostId":"2208431531","repostType":4,"repost":{"id":"2208431531","kind":"news","pubTimestamp":1643933682,"share":"https://ttm.financial/m/news/2208431531?lang=&edition=fundamental","pubTime":"2022-02-04 08:14","market":"us","language":"en","title":"Facebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in History","url":"https://stock-news.laohu8.com/highlight/detail?id=2208431531","media":"Bloomberg","summary":"(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Faceb","content":"<div>\n<p>(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Facebook owner plunged 26 percent on Thursday (Feb 3) on the back of woeful earnings results, and erased ...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in 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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFacebook Owner Meta Erases $251.3 Billion in Value, Biggest Wipeout in History\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Facebook owner plunged 26 percent on Thursday (Feb 3) on the back of woeful earnings results, and erased ...</p>\n\n<a href=\"https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4566":"资本集团","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4553":"喜马拉雅资本持仓","BK4508":"社交媒体","BK4527":"明星科技股","BK4525":"远程办公概念","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念"},"source_url":"https://www.straitstimes.com/business/companies-markets/facebook-owner-meta-erases-338-billion-in-value-biggest-wipeout-in-history","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208431531","content_text":"(BLOOMBERG) - Meta Platforms' one-day crash now ranks as the worst in stock-market history.The Facebook owner plunged 26 percent on Thursday (Feb 3) on the back of woeful earnings results, and erased about US$251.3 billion (S$337.8 billion) in market value. That's the biggest wipeout in market value for any US company ever.And while the stock could certainly bounce back in coming days, especially given the volatility that's gripped the technology sector this year, the mood on Wall Street has turned decidedly bleak on the long-time market darling.Analysts are pointing to the stiff competition that Meta now faces from rivals and to the fact that revenue was below expectations as causes for concern. Michael Nathanson, an analyst at brokerage Moffett Nathanson, titled his note \"Facebook: The Beginning of the End?\"\"These cuts run deep,\" he wrote. The results were \"a headline grabber and not in a good way.\"The sheer size of Facebook's collapse illustrates just how tech companies have ballooned in size to become behemoths with unprecedented market power, and the drama that can ensue when they stumble.\"Lots of US megacaps are priced as growth stocks. They may suffer more in a rising yield environment, especially if growth becomes more questionable,\" said Frederic Rollin, senior investment advisor at Pictet Asset Management.Meta \"finds itself in the middle of a perfect storm,\" wrote Youssef Squali, an analyst at Truist Securities.Twitter, Snap and Pinterest all closed lower on Thursday and dragged the Nasdaq Index down 4.2 per cent, its worst sell-off since September 2020. Meta shares rose 1.4 per cent after hours.Meta's market cap as of Wednesday's close stood at roughly US$900 billion. The company makes up one of the original FAANG cohort of tech megacaps, including Google's parent Alphabet., Amazon.com and Apple.It's not the first time Meta shares have dropped dramatically. The stock plunged 19 per cent in July 2018 on a slowdown in user growth, translating to a about US$120 billion decline in market capitalisation. At the time, it set the record for the largest-ever loss of value in one day for a US traded company.\"We're hopeful the company kitchen-sinked the outlook,\" said Shyam Patil, an analyst at Susquehanna Financial Group.More On This TopicFacebook parent Meta sheds US$200 billion in stock plummetMark Zuckerberg loses US$29 billion in a day as Meta shares crash","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928689122,"gmtCreate":1671259982866,"gmtModify":1676538517259,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928689122","repostId":"2292004292","repostType":4,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058923983,"gmtCreate":1654776247442,"gmtModify":1676535508844,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"monitor","listText":"monitor","text":"monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058923983","repostId":"2241896546","repostType":4,"repost":{"id":"2241896546","kind":"highlight","pubTimestamp":1654786818,"share":"https://ttm.financial/m/news/2241896546?lang=&edition=fundamental","pubTime":"2022-06-09 23:00","market":"us","language":"en","title":"Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2241896546","media":"Motley Fool","summary":"Investing for the long term allows the power of compounding to work wonders for your savings.","content":"<html><head></head><body><p>If you&#39;ve got $5,000 you&#39;re looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That&#39;s because they typically grow revenue more robustly than, for example, brick-and-mortar retail businesses.</p><p><b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> and <b>Alphabet</b> (GOOGL) (GOOG), specifically, are excellent tech stocks to buy and hold for the long term. Each has a dominant position with its services and coincidentally operates in the advertising industry with its massive total addressable market. Let&#39;s take a closer look at these two buy-and-hold potentials.</p><h2>1. Meta&#39;s stock price has cratered</h2><p>With the headwinds Meta Platforms faces in the near term, it can be easy to forget its dominance. The company, formerly known as Facebook, boasts 2.8 billion daily active users across its family of social media apps, including Facebook, Instagram, Messenger, and WhatsApp. That figure was 8% higher year over year, so despite its size, the company is finding new individuals to attract.</p><p>The key word in the metric mentioned above is <i>daily. </i>There are <i>billions</i> of people opening <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Meta&#39;s family of apps every day. Meta&#39;s apps have been around for several years, and it&#39;s hard to break a habit you&#39;ve been doing daily for years. Daily habits may be bad news if you&#39;re trying to quit smoking, but it&#39;s great news if you&#39;re an investor considering Meta Platforms&#39; stock.</p><p>Meta Platforms&#39; apps are free to join and use, so its revenue model is instead centered around showing targeted ads to users. Judging by Meta&#39;s revenue growth from $5 billion to $118 billion in the last decade, you can reasonably infer that marketers are getting an excellent return from the ads they place on a Meta app. Similarly, Meta&#39;s operating profit margin increased from 10.6% to 39.6% during that time. That suggests Meta is getting much better at efficiently monetizing its users.</p><p><img src=\"https://static.tigerbbs.com/fc623dd246a8bbef238aa0dd73bc5882\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>FB Revenue (Annual) data by YCharts</p><p>Meta has seen some near-term headwinds that have led to a 49% drop in its stock price since last September. Those headwinds relate to increased competition for users&#39; time, smartphone operating system privacy changes, and some short-term macroeconomic factors. With revenue growing as robustly as it has in the last decade and operating profit margins so high, Meta offers investors wiggle room even if these headwinds persist and will give the company time to manage the situation as well as develop new revenue streams (especially as it relates to the metaverse).</p><h2>2. Alphabet is home to Google, the world&#39;s top search engine</h2><p>Google&#39;s share of worldwide search engine queries hovers steadily around 80% and has done so for years. Since so many purchase decisions start with an internet search, that&#39;s a valuable asset to own. Businesses covet the opportunity for their website to appear amid customer search queries.</p><p>That desire has driven Alphabet&#39;s annual revenue from $46 billion a decade ago to its current $258 billion. Appearing in search engine results brings highly qualified customers to businesses, likely to remain valid for several decades more. People won&#39;t take the time to search for something they are not interested in; that&#39;s human nature.</p><p><img src=\"https://static.tigerbbs.com/1e102379109e49d18ea5156fc3dc054a\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>GOOG Revenue (Annual) data by YCharts</p><p>Alphabet&#39;s overall revenue is substantial but it also raises questions about whether growth can continue at its current pace. The answer is that continued growth is likely. Marketers spent $763 billion on ads last year, a total that was 22.5% higher than the previous year. The advertising industry is massive but its also still growing at a significant rate, suggesting that Alphabet has plenty of potential new addressable markets to go after for years to come. It also has its alternate revenue streams to continue growing, including cloud computing, Google Services, and Other Bets (like Waymo driverless vehicles).</p><p>Meta Platforms and Alphabet have captured leadership positions in the industries they serve. Their chosen businesses benefit from consumer habits that are unlikely to change. For those reasons, Meta Platforms and Alphabet are two tech stocks you can buy and hold for the long term.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $5,000? 2 Tech Stocks to Buy and Hold for the Long Term</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $5,000? 2 Tech Stocks to Buy and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've got $5,000 you're looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That's because they typically...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","META":"Meta Platforms, Inc.","GOOG":"谷歌","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)","BK4525":"远程办公概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4508":"社交媒体","BK4527":"明星科技股","BK4538":"云计算","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4573":"虚拟现实","BK4561":"索罗斯持仓","BK4581":"高盛持仓","GOOGL":"谷歌A","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2022/06/08/got-5000-tech-stocks-to-buy-and-hold-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241896546","content_text":"If you've got $5,000 you're looking to put away for the long term, consider technology companies. They can deliver handsome returns to investors with a long-term mindset. That's because they typically grow revenue more robustly than, for example, brick-and-mortar retail businesses.Meta Platforms and Alphabet (GOOGL) (GOOG), specifically, are excellent tech stocks to buy and hold for the long term. Each has a dominant position with its services and coincidentally operates in the advertising industry with its massive total addressable market. Let's take a closer look at these two buy-and-hold potentials.1. Meta's stock price has crateredWith the headwinds Meta Platforms faces in the near term, it can be easy to forget its dominance. The company, formerly known as Facebook, boasts 2.8 billion daily active users across its family of social media apps, including Facebook, Instagram, Messenger, and WhatsApp. That figure was 8% higher year over year, so despite its size, the company is finding new individuals to attract.The key word in the metric mentioned above is daily. There are billions of people opening one of Meta's family of apps every day. Meta's apps have been around for several years, and it's hard to break a habit you've been doing daily for years. Daily habits may be bad news if you're trying to quit smoking, but it's great news if you're an investor considering Meta Platforms' stock.Meta Platforms' apps are free to join and use, so its revenue model is instead centered around showing targeted ads to users. Judging by Meta's revenue growth from $5 billion to $118 billion in the last decade, you can reasonably infer that marketers are getting an excellent return from the ads they place on a Meta app. Similarly, Meta's operating profit margin increased from 10.6% to 39.6% during that time. That suggests Meta is getting much better at efficiently monetizing its users.FB Revenue (Annual) data by YChartsMeta has seen some near-term headwinds that have led to a 49% drop in its stock price since last September. Those headwinds relate to increased competition for users' time, smartphone operating system privacy changes, and some short-term macroeconomic factors. With revenue growing as robustly as it has in the last decade and operating profit margins so high, Meta offers investors wiggle room even if these headwinds persist and will give the company time to manage the situation as well as develop new revenue streams (especially as it relates to the metaverse).2. Alphabet is home to Google, the world's top search engineGoogle's share of worldwide search engine queries hovers steadily around 80% and has done so for years. Since so many purchase decisions start with an internet search, that's a valuable asset to own. Businesses covet the opportunity for their website to appear amid customer search queries.That desire has driven Alphabet's annual revenue from $46 billion a decade ago to its current $258 billion. Appearing in search engine results brings highly qualified customers to businesses, likely to remain valid for several decades more. People won't take the time to search for something they are not interested in; that's human nature.GOOG Revenue (Annual) data by YChartsAlphabet's overall revenue is substantial but it also raises questions about whether growth can continue at its current pace. The answer is that continued growth is likely. Marketers spent $763 billion on ads last year, a total that was 22.5% higher than the previous year. The advertising industry is massive but its also still growing at a significant rate, suggesting that Alphabet has plenty of potential new addressable markets to go after for years to come. It also has its alternate revenue streams to continue growing, including cloud computing, Google Services, and Other Bets (like Waymo driverless vehicles).Meta Platforms and Alphabet have captured leadership positions in the industries they serve. Their chosen businesses benefit from consumer habits that are unlikely to change. For those reasons, Meta Platforms and Alphabet are two tech stocks you can buy and hold for the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064060811,"gmtCreate":1652248915333,"gmtModify":1676535061879,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"buy and hold","listText":"buy and hold","text":"buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064060811","repostId":"2234697813","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037590733,"gmtCreate":1648131668373,"gmtModify":1676534307761,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"great!","listText":"great!","text":"great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037590733","repostId":"1174818249","repostType":4,"repost":{"id":"1174818249","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648128734,"share":"https://ttm.financial/m/news/1174818249?lang=&edition=fundamental","pubTime":"2022-03-24 21:32","market":"us","language":"en","title":"U.S. Stocks Open Higher, Attempt to Recover Some of Wednesday's Losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1174818249","media":"Tiger Newspress","summary":"U.S. Stocks bounced Thursday as investors tried to recover from declines in Wednesday’s regular trad","content":"<html><head></head><body><p>U.S. Stocks bounced Thursday as investors tried to recover from declines in Wednesday’s regular trading session.</p><p>The Dow Jones Industrial Average rose about 80 points, or 0.2%. The S&amp;P 500 added 0.3%. The Nasdaq Composite rose 0.4%.</p><p>Investors are continuing to monitor the war in Ukraine and weigh the Federal Reserve’s rate hikes amid persistent inflation.</p><p>NATO leaders met in Brussels Thursday to discuss increasing pressure on Russia, as Ukraine appears to be retaking ground in the war.</p><p>Last week, the Fed raised interest rates for the first time since 2018. Chair Jerome Powell on Monday vowed to be tough on inflation and opened the door for more aggressive half-percentage-point rate hikes.</p><p>The S&amp;P 500 fell into correction territory late February, but is now 7.5% off its highs. The Dow is also 7% from its intraday record and the Nasdaq Composite is off by 14%.</p><p>“While the stock market is attempting to recover from its correction, markets are fundamentally riskier and more uncertain than before Russia’s invasion of Ukraine,” said Richard Saperstein, chief investment officer at Treasury Partners.</p><p>On Thursday, Spotify rose 4.63% as Google said it will allow the streaming platform to offer its own billing on Android devices.</p><p>Uber gained about 5.5% after the company announced a deal to list all New York City taxis on its app.</p><p>On the downside, KB Home dropped 4.8% after an earnings miss Wednesday.</p><p>On the data front, initial jobless claims last week totaled 187,000, the lowest level since 1969, the Labor Department reported Thursday.</p><p>This week, stocks have seesawed, alternating between up and down days. The Dow is about 1% lower on the week while the S&amp;P 500 and Nasdaq Composite are little changed.</p><p>The indexes are coming off a big rally last week, theirbest weekly performance since 2020.</p><p>All three major averages are on track to close the month at least 1% higher.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Open Higher, Attempt to Recover Some of Wednesday's Losses</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Open Higher, Attempt to Recover Some of Wednesday's Losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-24 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stocks bounced Thursday as investors tried to recover from declines in Wednesday’s regular trading session.</p><p>The Dow Jones Industrial Average rose about 80 points, or 0.2%. The S&amp;P 500 added 0.3%. The Nasdaq Composite rose 0.4%.</p><p>Investors are continuing to monitor the war in Ukraine and weigh the Federal Reserve’s rate hikes amid persistent inflation.</p><p>NATO leaders met in Brussels Thursday to discuss increasing pressure on Russia, as Ukraine appears to be retaking ground in the war.</p><p>Last week, the Fed raised interest rates for the first time since 2018. Chair Jerome Powell on Monday vowed to be tough on inflation and opened the door for more aggressive half-percentage-point rate hikes.</p><p>The S&amp;P 500 fell into correction territory late February, but is now 7.5% off its highs. The Dow is also 7% from its intraday record and the Nasdaq Composite is off by 14%.</p><p>“While the stock market is attempting to recover from its correction, markets are fundamentally riskier and more uncertain than before Russia’s invasion of Ukraine,” said Richard Saperstein, chief investment officer at Treasury Partners.</p><p>On Thursday, Spotify rose 4.63% as Google said it will allow the streaming platform to offer its own billing on Android devices.</p><p>Uber gained about 5.5% after the company announced a deal to list all New York City taxis on its app.</p><p>On the downside, KB Home dropped 4.8% after an earnings miss Wednesday.</p><p>On the data front, initial jobless claims last week totaled 187,000, the lowest level since 1969, the Labor Department reported Thursday.</p><p>This week, stocks have seesawed, alternating between up and down days. The Dow is about 1% lower on the week while the S&amp;P 500 and Nasdaq Composite are little changed.</p><p>The indexes are coming off a big rally last week, theirbest weekly performance since 2020.</p><p>All three major averages are on track to close the month at least 1% higher.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174818249","content_text":"U.S. Stocks bounced Thursday as investors tried to recover from declines in Wednesday’s regular trading session.The Dow Jones Industrial Average rose about 80 points, or 0.2%. The S&P 500 added 0.3%. The Nasdaq Composite rose 0.4%.Investors are continuing to monitor the war in Ukraine and weigh the Federal Reserve’s rate hikes amid persistent inflation.NATO leaders met in Brussels Thursday to discuss increasing pressure on Russia, as Ukraine appears to be retaking ground in the war.Last week, the Fed raised interest rates for the first time since 2018. Chair Jerome Powell on Monday vowed to be tough on inflation and opened the door for more aggressive half-percentage-point rate hikes.The S&P 500 fell into correction territory late February, but is now 7.5% off its highs. The Dow is also 7% from its intraday record and the Nasdaq Composite is off by 14%.“While the stock market is attempting to recover from its correction, markets are fundamentally riskier and more uncertain than before Russia’s invasion of Ukraine,” said Richard Saperstein, chief investment officer at Treasury Partners.On Thursday, Spotify rose 4.63% as Google said it will allow the streaming platform to offer its own billing on Android devices.Uber gained about 5.5% after the company announced a deal to list all New York City taxis on its app.On the downside, KB Home dropped 4.8% after an earnings miss Wednesday.On the data front, initial jobless claims last week totaled 187,000, the lowest level since 1969, the Labor Department reported Thursday.This week, stocks have seesawed, alternating between up and down days. The Dow is about 1% lower on the week while the S&P 500 and Nasdaq Composite are little changed.The indexes are coming off a big rally last week, theirbest weekly performance since 2020.All three major averages are on track to close the month at least 1% higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035767151,"gmtCreate":1647692918217,"gmtModify":1676534258871,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"close monitor","listText":"close monitor","text":"close monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035767151","repostId":"2220777059","repostType":4,"repost":{"id":"2220777059","kind":"news","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"us","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee&#39;s losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea&#39;s second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I&#39;ve been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I&#39;m doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let&#39;s get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company&#39;s slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee&#39;s losses are also getting worse.</p><p>The Group&#39;s cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea&#39;s second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea&#39;s main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea&#39;s first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena&#39;s Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>&#39;s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea&#39;s mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee&#39;s two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee&#39;s e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers&#39; funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee&#39;s scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee&#39;s most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea&#39;s operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney&#39;s various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney&#39;s mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a &#34;buy now pay later&#34; payment option, enables consumers to purchase items without accessing credit. For those who are interested, I&#39;ve written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney&#39;s main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea&#39;s other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea&#39;s market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let&#39;s take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021&#39;s total figure. Given Garena&#39;s successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity&#39;s findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee&#39;s vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea&#39;s markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney&#39;s other brands will benefit from this trend. Also of important note, SeaMoney&#39;s expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea&#39;s 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea&#39;s consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney&#39;s mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let&#39;s analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3&#39;s QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3&#39;s 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea&#39;s two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee&#39;s existing and newer markets. However, we&#39;re also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The faster growth in Revenue was due to Shopee&#39;s increasing take rate, which displays Shopee&#39;s ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before &#34;allocation of the headquarters’ common expenses&#34; was $(0.15), an improvement from last year&#39;s $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney&#39;s Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney&#39;s AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea&#39;s second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney&#39;s long-term margin profile.</p><p><b>Group</b></p><p>With that said, let&#39;s take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>What&#39;s encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee&#39;s aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Most of the Operating Expenses were used for Sales &amp; Marketing purposes. Unsurprisingly, Shopee had the highest S&amp;M burn rate. Discounts, cashback, celebrity promotions... they&#39;re everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena&#39;s falling Bookings and Shoppe&#39;s widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021&#39;s number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena&#39;s estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee&#39;s and SeaMoney&#39;s growth story, a deceleration in Garena&#39;s business had investors reacting so negatively to Sea&#39;s latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea&#39;s balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea&#39;s debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Unlike other high-flying growth companies, Sea&#39;s Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena&#39;s games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world&#39;s population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea&#39;s core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena&#39;s Free Fire is certainly a blockbuster game and time in Free Fire&#39;s game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author&#39;s Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee&#39;s growth could turn exponential.</li><li><b>The Metaverse</b> — Sea&#39;s withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea&#39;s digital financial services offerings will be a strong addition to Sea&#39;s bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena&#39;s weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea&#39;s cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there&#39;s also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe&#39;s business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there&#39;s a certain level of pride for consumers to see their native-born companies succeed. I&#39;m Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here&#39;s a glance of GoTo&#39;s stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea&#39;s markets that investors should never ignore. Here&#39;s a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited&#39;s stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo&#39;s integration, Shopee&#39;s vertically-integrated business model doesn&#39;t look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea&#39;s core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company&#39;s unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don&#39;t hesitate to share your thoughts as well.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: The Three-Headed Monster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007427584,"gmtCreate":1642987778251,"gmtModify":1676533762491,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"to monitor closely","listText":"to monitor closely","text":"to monitor closely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007427584","repostId":"1194170025","repostType":4,"repost":{"id":"1194170025","kind":"news","pubTimestamp":1642983039,"share":"https://ttm.financial/m/news/1194170025?lang=&edition=fundamental","pubTime":"2022-01-24 08:10","market":"us","language":"en","title":"Singapore Stock Market May Spin Its Wheels On Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1194170025","media":"RTTNews","summary":"The Singapore stock market has moved higher in three straight sessions, collecting almost 15 points ","content":"<html><head></head><body><p>The Singapore stock market has moved higher in three straight sessions, collecting almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,290-point plateau although the rally figures to stall on Monday.</p><p>The global forecast for the Asian markets is weak on continuing fears over the outlook for interest rates, with oil and technology stocks expected to lead the way lower. The European and U.S. markets were down and the Asian bourses are tipped to open in similar fashion.</p><p>The STI finished barely higher on Friday following gains from the properties and a mixed picture from the financial sector.</p><p>For the day, the index rose 0.04 points or 0.00 percent to finish at 3,294.86 after trading between 3,281.58 and 3,298.94. Volume was 1.03 billion shares worth 1.12 billion Singapore dollars. There were 229 decliners and 224 gainers.</p><p>Among the actives, Ascendas REIT advanced 0.70 percent, while CapitaLand Integrated Commercial Trust rose 0.50 percent, City Developments added 0.56 percent, Comfort DelGro climbed 0.73 percent, DBS Group retreated 1.22 percent, Genting Singapore slumped 0.64 percent, Keppel Corp surged 1.32 percent, Mapletree Commercial Trust and Singapore Technologies Engineering both gained 0.54 percent, Oversea-Chinese Banking Corporation collected 0.08 percent, SATS soared 1.27 percent, Singapore Airlines spiked 1.19 percent, Singapore Exchange eased 0.10 percent, Singapore Press Holdings lost 0.43 percent, SingTel increased 0.40 percent, Thai Beverage jumped 0.76 percent, United Overseas Bank and Wilmar International both were up 0.23 percent, Yangzijiang Shipbuilding tumbled 1.49 percent and Dairy Farm International, Mapletree Logistics Trust and SembCorp Industries were unchanged.</p><p>The lead from Wall Street is negative as the major U.S. markets were down again on Friday, hugging both sides of the unchanged line in the morning before going into freefall in the afternoon to end in the red for the fourth straight session.</p><p>For the day, the Dow plummeted 450.02 points or 1.30 percent to finish at 34,265.37, while the NASDAQ plunged 385.10 points or 2.72 percent to close at 13.768.92 and the S&amp;P 500 tumbled 84.79 points or 1.89 percent to end at 4,397.94.</p><p>The particularly harsh drop on the NASDAQ was fueled by a weak earnings report from Netflix, which set off a cascade of selling pressure among the other markets.</p><p>Surging bond prices also drove the markets lower, exacerbating interest rate concerns; most analysts believe a rate hike of at least 25 basis points from the FOMC is imminent in March.</p><p>Oil prices fell finished lower on Friday for the second straight session, although they came up from session lows. Crude&#39;s correction continued after touching a seven-year high earlier in the week on demand optimism and short-term supply disruptions. West Texas Intermediate crude futures were down 0.86 percent at $84.81 per barrel after falling as much as 3.2 percent earlier.</p><p>Closer to home, Singapore will release December figures for consumer prices later today, with forecasts suggesting an annual increase of 3.75 percent overall and 1.7 percent for core CPI. That follows the 3.8 percent overall increase and the 1.6 percent gain for core CPI in November.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stock Market May Spin Its Wheels On Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stock Market May Spin Its Wheels On Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3256559/singapore-stock-market-may-spin-its-wheels-on-monday.aspx><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved higher in three straight sessions, collecting almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,290-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3256559/singapore-stock-market-may-spin-its-wheels-on-monday.aspx\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3256559/singapore-stock-market-may-spin-its-wheels-on-monday.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194170025","content_text":"The Singapore stock market has moved higher in three straight sessions, collecting almost 15 points or 0.5 percent along the way. The Straits Times Index now sits just above the 3,290-point plateau although the rally figures to stall on Monday.The global forecast for the Asian markets is weak on continuing fears over the outlook for interest rates, with oil and technology stocks expected to lead the way lower. The European and U.S. markets were down and the Asian bourses are tipped to open in similar fashion.The STI finished barely higher on Friday following gains from the properties and a mixed picture from the financial sector.For the day, the index rose 0.04 points or 0.00 percent to finish at 3,294.86 after trading between 3,281.58 and 3,298.94. Volume was 1.03 billion shares worth 1.12 billion Singapore dollars. There were 229 decliners and 224 gainers.Among the actives, Ascendas REIT advanced 0.70 percent, while CapitaLand Integrated Commercial Trust rose 0.50 percent, City Developments added 0.56 percent, Comfort DelGro climbed 0.73 percent, DBS Group retreated 1.22 percent, Genting Singapore slumped 0.64 percent, Keppel Corp surged 1.32 percent, Mapletree Commercial Trust and Singapore Technologies Engineering both gained 0.54 percent, Oversea-Chinese Banking Corporation collected 0.08 percent, SATS soared 1.27 percent, Singapore Airlines spiked 1.19 percent, Singapore Exchange eased 0.10 percent, Singapore Press Holdings lost 0.43 percent, SingTel increased 0.40 percent, Thai Beverage jumped 0.76 percent, United Overseas Bank and Wilmar International both were up 0.23 percent, Yangzijiang Shipbuilding tumbled 1.49 percent and Dairy Farm International, Mapletree Logistics Trust and SembCorp Industries were unchanged.The lead from Wall Street is negative as the major U.S. markets were down again on Friday, hugging both sides of the unchanged line in the morning before going into freefall in the afternoon to end in the red for the fourth straight session.For the day, the Dow plummeted 450.02 points or 1.30 percent to finish at 34,265.37, while the NASDAQ plunged 385.10 points or 2.72 percent to close at 13.768.92 and the S&P 500 tumbled 84.79 points or 1.89 percent to end at 4,397.94.The particularly harsh drop on the NASDAQ was fueled by a weak earnings report from Netflix, which set off a cascade of selling pressure among the other markets.Surging bond prices also drove the markets lower, exacerbating interest rate concerns; most analysts believe a rate hike of at least 25 basis points from the FOMC is imminent in March.Oil prices fell finished lower on Friday for the second straight session, although they came up from session lows. Crude's correction continued after touching a seven-year high earlier in the week on demand optimism and short-term supply disruptions. West Texas Intermediate crude futures were down 0.86 percent at $84.81 per barrel after falling as much as 3.2 percent earlier.Closer to home, Singapore will release December figures for consumer prices later today, with forecasts suggesting an annual increase of 3.75 percent overall and 1.7 percent for core CPI. That follows the 3.8 percent overall increase and the 1.6 percent gain for core CPI in November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004936124,"gmtCreate":1642469591079,"gmtModify":1676533713536,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"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/9004936124","repostId":"2204077133","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920906718,"gmtCreate":1670410701134,"gmtModify":1676538362351,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920906718","repostId":"2289814769","repostType":4,"repost":{"id":"2289814769","kind":"highlight","pubTimestamp":1670427122,"share":"https://ttm.financial/m/news/2289814769?lang=&edition=fundamental","pubTime":"2022-12-07 23:32","market":"us","language":"en","title":"3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289814769","media":"Motley Fool","summary":"Select Wall Street analysts believe these fast-growing companies could skyrocket next year.","content":"<html><head></head><body><p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the <b>S&amp;P 500</b> produced its worst first-half return in 52 years, and the nation&#39;s central bank is aggressively raising interest rates as the stock market plunges. There simply haven&#39;t been many safe havens for investors.</p><p>Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.</p><p>However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.</p><h2>Plug Power: Implied upside of 393%</h2><p>The first fast-paced company with serious upside is hydrogen fuel-cell solution provider <b>Plug Power</b>. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company&#39;s share price in 2023.</p><p>Dayal&#39;s optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.</p><p>Additionally, Dayal is excited about management&#39;s efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company&#39;s fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company&#39;s margin can improve.</p><p>But the biggest catalyst of all might just be Plug Power&#39;s ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with <b>Renault</b> via a joint venture to go after a significant portion of Europe&#39;s light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.</p><p>However -- and this is the <i>big</i> &#34;however&#34; -- Plug Power isn&#39;t profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.</p><p>With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.</p><h2>Bionano Genomics: Implied upside of 474%</h2><p>A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company <b>Bionano Genomics</b>. If <b>Oppenheimer</b> analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.</p><p>Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter&#39;s view, Bionano&#39;s optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it&#39;s faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.</p><p>One thing investors don&#39;t have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr&#39;s efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr&#39;s ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.</p><p>Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That&#39;s more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr&#39;s utility.</p><p>So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr&#39;s utility is limited within the United States. It&#39;s not exactly clear if and when Saphyr might get the green light from the FDA, either.</p><p>Although Bionano&#39;s cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn&#39;t seem achievable without FDA support.</p><h2>Novavax: Implied upside of 1,153%</h2><p>The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock <b>Novavax</b>. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm&#39;s price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.</p><p>Bernardino&#39;s price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the <b>Moderna</b> and <b>Pfizer</b>/<b>BioNTech</b> vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person&#39;s immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax&#39;s protein-based COVID-19 vaccine.</p><p>Something else that&#39;s working in Novavax&#39;s favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it&#39;s a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.</p><p>Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.</p><p>But even being a shareholder, I don&#39;t in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it&#39;ll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.</p><p>While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it&#39;ll finish 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源","NVAX":"诺瓦瓦克斯医药","BNGO":"Bionano Genomics"},"source_url":"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289814769","content_text":"This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central bank is aggressively raising interest rates as the stock market plunges. There simply haven't been many safe havens for investors.Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.Plug Power: Implied upside of 393%The first fast-paced company with serious upside is hydrogen fuel-cell solution provider Plug Power. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company's share price in 2023.Dayal's optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.Additionally, Dayal is excited about management's efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company's fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company's margin can improve.But the biggest catalyst of all might just be Plug Power's ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with Renault via a joint venture to go after a significant portion of Europe's light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.However -- and this is the big \"however\" -- Plug Power isn't profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.Bionano Genomics: Implied upside of 474%A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company Bionano Genomics. If Oppenheimer analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter's view, Bionano's optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it's faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.One thing investors don't have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr's efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr's ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That's more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr's utility.So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr's utility is limited within the United States. It's not exactly clear if and when Saphyr might get the green light from the FDA, either.Although Bionano's cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn't seem achievable without FDA support.Novavax: Implied upside of 1,153%The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock Novavax. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm's price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.Bernardino's price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the Moderna and Pfizer/BioNTech vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person's immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax's protein-based COVID-19 vaccine.Something else that's working in Novavax's favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it's a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.But even being a shareholder, I don't in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it'll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it'll finish 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983191939,"gmtCreate":1666171361021,"gmtModify":1676537717628,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983191939","repostId":"1163149585","repostType":4,"repost":{"id":"1163149585","kind":"news","pubTimestamp":1666188491,"share":"https://ttm.financial/m/news/1163149585?lang=&edition=fundamental","pubTime":"2022-10-19 22:08","market":"us","language":"en","title":"Apple Earnings Are Likely To Bomb Going Forward","url":"https://stock-news.laohu8.com/highlight/detail?id=1163149585","media":"Seeking Alpha","summary":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. B","content":"<html><head></head><body><h2>Summary</h2><ul><li>Apple is going against astounding year-over-year comps from 2021&#39;s free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?</li><li>2021 was &#34;peak everything&#34; for consumers, with spending on consumer goods like Apple&#39;s products being a key bellwether.</li><li>Apple&#39;s U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.</li><li>Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.</li><li>While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.</li></ul><p>Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple&#39;s (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple&#39;s stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.</p><p><img src=\"https://static.tigerbbs.com/c74fbc6467060e07ea0d8b8477c0a63f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>The Pandemic Didn&#39;t Fundamentally Change Apple&#39;s Business</h3><p>Of course, Apple is a profitable business. But the beauty of looking at Apple&#39;s income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.</p><p>Apple&#39;s share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.</p><p>EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.</p><p>And EPS, in turn, is up a lot more than net income (2.4x).</p><p>When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.</p><p>Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple&#39;s buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!</p><p>It&#39;s strange when you think about it, but Apple&#39;s story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth &gt; EPS Growth&gt; Net Income Growth&gt; EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.</p><p>If you&#39;re buying Apple here, you really need a compelling reason why Apple&#39;s business has fundamentally improved since 2019. I don&#39;t see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That&#39;s tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple&#39;s.</p><p>But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple&#39;s earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed&#39;s interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.</p><h3>What To Expect From Apple&#39;s Earnings: Not Sustainable</h3><p>Apple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple&#39;s report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there&#39;s no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple&#39;s prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That&#39;s not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year&#39;s earnings with middling growth prospects. By contrast, the S&amp;P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.</p><p>This wouldn&#39;t be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don&#39;t think there&#39;s much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There&#39;s also the issue of the strong dollar, which eats away at Apple&#39;s US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL&#39;s earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that&#39;s another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.</p><h3>Mega Cap Tech Valuations: Signal And Noise</h3><p>There&#39;s a classic experiment in statistics where if you put a bunch of people&#39;s guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren&#39;t so different. Research shows companies that have the world&#39;s largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.</p><p>Apple is the world&#39;s most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can&#39;t justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don&#39;t be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you&#39;ll be consigned to years of low or negative returns.</p><h3>Bottom Line</h3><p>For a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha&#39;s quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple&#39;s growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!</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 Earnings Are Likely To Bomb Going Forward</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 Earnings Are Likely To Bomb Going Forward\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?...</p>\n\n<a href=\"https://seekingalpha.com/article/4547242-apple-earnings-are-likely-to-bomb-going-forward\">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/4547242-apple-earnings-are-likely-to-bomb-going-forward","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163149585","content_text":"SummaryApple is going against astounding year-over-year comps from 2021's free-money/YOLO economy. But as the economy softens, are people really going to go out of their way to upgrade their iPhones?2021 was \"peak everything\" for consumers, with spending on consumer goods like Apple's products being a key bellwether.Apple's U-turn on its planned iPhone production ramp is a clear early warning signal for earnings to decline, but few investors are listening.Apple has also been a prime beneficiary of tax cuts, QE, and stimulus, while the underlying net income of its business looks more sluggish and cyclical.While Apple is a decent business, you should not get sucked into paying high PE ratios for popular stocks with earnings at cyclical peaks, or your portfolio will likely suffer the consequences.Some buy-and-hold investors may consider this blasphemy, but since late 2019 Apple's (NASDAQ:AAPL) stock price has grown increasingly disconnected from the reality of its underlying business. Apple's stock is ground zero for investors that expect stimulus-fueled levels of consumer spending to last forever. In reality, investors are tripping over each other to pay a peak multiple for consumer discretionary stocks like AAPL at peak earnings. This is unlikely to succeed as an investing strategy. To this point, the present valuation of Apple is a gift to investors, who now have the opportunity to sell while the stock is overvalued and allocate money elsewhere.Data by YChartsThe Pandemic Didn't Fundamentally Change Apple's BusinessOf course, Apple is a profitable business. But the beauty of looking at Apple's income statement is that it can tell you why the company is making more money and whether the share price is increasing faster or slower than the business.Apple's share price shows powerful gains, trading for about 5.9x more than it did 10 years ago.EPS is up a lot over the last 10 years (3.8x), but not as much as the share price.And EPS, in turn, is up a lot more than net income (2.4x).When you subtract out corporate tax cuts and the benefit from lower interest rates, earnings are only 2.1x the levels of 10 years ago.Moreover, nearly all of this growth has come recently during the pandemic. From 2012 to 2019, earnings before interest and taxes had only grown about 16%! The rest was all from tax cuts, lower interest rates, stimulus, and Apple's buyback. Not to discount the wisdom of buybacks in general- it was great when Apple was buying its shares back at like 10x earnings. But recently at 30x earnings? Not so much!It's strange when you think about it, but Apple's story has been similarly borne out among thousands of companies with the same trend of Market Cap Growth > EPS Growth> Net Income Growth> EBIT Growth. Valuations have risen faster than earnings, which in turn have been juiced by stimulus, falling interest rates, and deficit-financed corporate tax cuts. In the end, investors are getting a lot of sizzle and not much steak.If you're buying Apple here, you really need a compelling reason why Apple's business has fundamentally improved since 2019. I don't see one, besides people getting free money from the government. iPhone sales have been higher post-pandemic than previously, but consider that the US government handed out approximately $10,000 per family in stimulus in 2021. That's tax-free cash in addition to wages 95% of people were making working in 2021, so it was generally pure profit to recipients. In addition, remember that consumers had limited choices for travel, entertainment, and events, which directed spending towards consumer goods like Apple's.But what will happen to consumer spending this holiday season without $10,000 per family in free money and with raging inflation squeezing budgets? A massive miss in profits for consumer discretionary companies is the most likely outcome. Analysts are now slowly starting the process of revising Apple's earnings estimates down. The danger here is deceptive, as evidenced by the recent earnings misses of Adobe (ADBE), FedEx (FDX), and Restoration Hardware (RH) that reported off-cycle. Traders are excited because banks like Bank of America (BAC) reported higher profits from the Fed's interest rate hiking campaign. However, as the earnings cycle turns to consumer discretionary and tech there will likely be a bunch of stocks getting routed, with high-profile stocks like Apple and Amazon (AMZN) being likely victims.What To Expect From Apple's Earnings: Not SustainableApple reports quarterly earnings after the market closes on Thursday, October 27th. As always, Apple's report will be followed by their quarterly earnings call (and posted on Seeking Alpha shortly after). Analysts expect earnings of $1.27 for the quarter. Apple no longer gives earnings guidance- there's no requirement to do so even though they did so in the past. But this causes investors to get too excited about Apple's prospects rather than actually looking at the numbers. For investors to expect profits to simply level off with the rug pulled on stimulus is naive. Even before the recent revisions, Wall Street analysts had only projected mid-single-digit EPS growth for Apple over the next few years. That's not a huge vote of confidence. If you take these estimates at face value, Apple trades for over 22x next fiscal year's earnings with middling growth prospects. By contrast, the S&P 500 currently trades for about 15.6x analyst earnings estimates and has roughly equal growth prospects. The long-running story for Apple of course has been growth in services revenue, but I expect that to slow dramatically as the amount they can squeeze Google (GOOG) dramatically slows. If Apple can tell TSMC (TSM) no on price increases, then Google can likely do the same for Apple.This wouldn't be so bad except for the likelihood that earnings estimates are wildly inflated due to the massive stimulus in 2021. Once you account for the stimulus, I don't think there's much that fundamentally changed for Apple, its products, or its business prospects. In fact, people are likely to delay upgrading iPhones for years since they upgraded en masse in 2021 and early 2022. Apple is oddly out of step with the rest of the industry on this- they recently had to pull a U-turn on a planned 7% ramp in production. We can draw some clues on demand from the broader semiconductor market, with Micron (MU) and Nvidia (NVDA) acknowledging the slowdown in September, with Intel (INTC) announcing weak results and job cuts shortly after. Taiwan Semiconductor announced results a few days ago and warned of weakening demand. There's also the issue of the strong dollar, which eats away at Apple's US dollar profits on sales made outside the US. If past cycles are any guide, earnings for mature consumer-centric companies like Apple are likely to fall substantially. Without stimulus, AAPL's earnings could easily trend back to a bit above its pre-pandemic numbers, pushing the stock below $100 and likely below $75. There are severe, structural problems with the ability of consumers to continue to spend at the rate they are, and consumer discretionary companies are on the frontlines of this change. Raging inflation, lack of stimulus, declines in real earnings, etc., all have a hand in this. And when the hammer eventually drops on student loan forbearance, that's another 1% or more of the national income sucked back into the U.S. Treasury- equivalent to a fairly broad income tax hike.Mega Cap Tech Valuations: Signal And NoiseThere's a classic experiment in statistics where if you put a bunch of people's guesses together, the highest numbers are likely to be overestimated, while the lowest numbers are likely to be underestimated. For example, if we poll 100 people on how many jellybeans are in a jar or what the margin of victory will be for a candidate in the midterm elections, the highest estimates are likely to be wrong. The high estimates tend to have more noise in them than the ones in the middle. Financial markets aren't so different. Research shows companies that have the world's largest market caps tend to subsequently underperform. High P/E ratios combined with high-popularity stocks end up being far more noise than signal and are best avoided.Apple is the world's most valuable company, and it has been this way for a while. But in contrast to my previous research on the disposition effect and Apple stock being worth more than the business as late as 2019, you simply can't justify the near tripling in price since then. By contrast, you can sell Apple and put your money in a basket of small-cap stocks (IJR) that are trading at similar valuations to 2019. Don't be fooled by stocks that see huge gains in share price without corresponding growth in the underlying business. History shows that doing this means you'll be consigned to years of low or negative returns.Bottom LineFor a variety of reasons that are unlikely to prove sustainable, Apple has nearly tripled in price since the summer of 2019. Seeking Alpha's quant model gives the stock an F for valuation and a D+ for growth. This mirrors the lack of enthusiasm for Wall Street analysts on Apple's growth prospects. AAPL is now among the most overvalued large-cap names. Investors should consider selling and either allocating to Treasury bills that pay 4-4.5% annually, or to small-cap stocks that trade for less than half the valuation of Apple. Do you agree? Feel free to share your thoughts in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904042678,"gmtCreate":1659966528596,"gmtModify":1703476448992,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904042678","repostId":"1144937408","repostType":4,"repost":{"id":"1144937408","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659965572,"share":"https://ttm.financial/m/news/1144937408?lang=&edition=fundamental","pubTime":"2022-08-08 21:32","market":"us","language":"en","title":"U.S. Stocks Open Higher As Wall Street Looks to Build on Three Weeks of Gains for S&P 500","url":"https://stock-news.laohu8.com/highlight/detail?id=1144937408","media":"Tiger Newspress","summary":"U.S. stock futures rose on Monday morning, following the S&P 500′s third straight weekly gain, as in","content":"<html><head></head><body><p>U.S. stock futures rose on Monday morning, following the S&amp;P 500′s third straight weekly gain, as investors shifted focus to a key inflation report this week.</p><p>Futures on the Dow Jones Industrial Average gained 155 points or 0.5%. S&amp;P 500 futures and Nasdaq 100 futures advanced 0.4% and 0.3%, respectively. The futures came off their highs after Nvidia announced weak revenue for the second quarter.</p><p>Monday’s gain follows a weekly rise for the S&amp;P 500 and the Nasdaq Composite as a surprisingly strong monthly jobs report eased some recession fears. The resilient labor market also signaled that the economy could withstand more rate hikes from the Federal Reserve.</p><p>“The stock market rally since the June 16 low looks to have legs in our view based on economic data and earnings results reported through last Friday,” Oppenheimer chief investment strategist John Stoltzfus said in a note to clients.</p><p>Some clean energy related shares gained after the Senate passed a $430 billion climate bill, the Inflation Reduction Act, which is expected to be passed by the House later this week. The Invesco Solar ETF was higher by 1.7% in early trading.</p><p>A new reading for the consumer price index, slated for release Wednesday, will give investors more clarification about the central bank’s next move at its policy meeting in September. Traders are now pricing in a higher likelihood of a 0.75 percentage point hike next month, which would be the third straight increase of that magnitude.</p><p>Headline CPI, which includes energy and food, is expected to dip to 8.7% in July, from a 40-year high of 9.1% in June, according to Dow Jones estimates.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Open Higher As Wall Street Looks to Build on Three Weeks of Gains for S&P 500</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Open Higher As Wall Street Looks to Build on Three Weeks of Gains for S&P 500\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-08 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures rose on Monday morning, following the S&amp;P 500′s third straight weekly gain, as investors shifted focus to a key inflation report this week.</p><p>Futures on the Dow Jones Industrial Average gained 155 points or 0.5%. S&amp;P 500 futures and Nasdaq 100 futures advanced 0.4% and 0.3%, respectively. The futures came off their highs after Nvidia announced weak revenue for the second quarter.</p><p>Monday’s gain follows a weekly rise for the S&amp;P 500 and the Nasdaq Composite as a surprisingly strong monthly jobs report eased some recession fears. The resilient labor market also signaled that the economy could withstand more rate hikes from the Federal Reserve.</p><p>“The stock market rally since the June 16 low looks to have legs in our view based on economic data and earnings results reported through last Friday,” Oppenheimer chief investment strategist John Stoltzfus said in a note to clients.</p><p>Some clean energy related shares gained after the Senate passed a $430 billion climate bill, the Inflation Reduction Act, which is expected to be passed by the House later this week. The Invesco Solar ETF was higher by 1.7% in early trading.</p><p>A new reading for the consumer price index, slated for release Wednesday, will give investors more clarification about the central bank’s next move at its policy meeting in September. Traders are now pricing in a higher likelihood of a 0.75 percentage point hike next month, which would be the third straight increase of that magnitude.</p><p>Headline CPI, which includes energy and food, is expected to dip to 8.7% in July, from a 40-year high of 9.1% in June, according to Dow Jones estimates.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144937408","content_text":"U.S. stock futures rose on Monday morning, following the S&P 500′s third straight weekly gain, as investors shifted focus to a key inflation report this week.Futures on the Dow Jones Industrial Average gained 155 points or 0.5%. S&P 500 futures and Nasdaq 100 futures advanced 0.4% and 0.3%, respectively. The futures came off their highs after Nvidia announced weak revenue for the second quarter.Monday’s gain follows a weekly rise for the S&P 500 and the Nasdaq Composite as a surprisingly strong monthly jobs report eased some recession fears. The resilient labor market also signaled that the economy could withstand more rate hikes from the Federal Reserve.“The stock market rally since the June 16 low looks to have legs in our view based on economic data and earnings results reported through last Friday,” Oppenheimer chief investment strategist John Stoltzfus said in a note to clients.Some clean energy related shares gained after the Senate passed a $430 billion climate bill, the Inflation Reduction Act, which is expected to be passed by the House later this week. The Invesco Solar ETF was higher by 1.7% in early trading.A new reading for the consumer price index, slated for release Wednesday, will give investors more clarification about the central bank’s next move at its policy meeting in September. Traders are now pricing in a higher likelihood of a 0.75 percentage point hike next month, which would be the third straight increase of that magnitude.Headline CPI, which includes energy and food, is expected to dip to 8.7% in July, from a 40-year high of 9.1% in June, according to Dow Jones estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037421443,"gmtCreate":1648168089805,"gmtModify":1676534312156,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"huattt","listText":"huattt","text":"huattt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037421443","repostId":"1129174410","repostType":4,"repost":{"id":"1129174410","kind":"news","pubTimestamp":1648166433,"share":"https://ttm.financial/m/news/1129174410?lang=&edition=fundamental","pubTime":"2022-03-25 08:00","market":"sg","language":"en","title":"Singapore Bourse Expected To Extend Winning Streak","url":"https://stock-news.laohu8.com/highlight/detail?id=1129174410","media":"RTTNews","summary":"The Singapore stock market has climbed higher in back-to-back sessions, improving almost 50 points or 1.5 percent along the way. The Straits Times Index now sits just beneath the 3,400-point plateau a","content":"<html><head></head><body><p>The Singapore stock market has climbed higher in back-to-back sessions, improving almost 50 points or 1.5 percent along the way. The Straits Times Index now sits just beneath the 3,400-point plateau and it&#39;s tipped to see additional support on Friday.</p><p>The global forecast for the Asianmarketsis mixed to higher on continued upward momentum following heavy selling earlier this month. The European markets were slightly lower and the U.S. bourses were sharply higher and the Asian markets figure to split the difference.</p><p>The STI finished sharply higher on Thursday following gains from the financials and industrials, while the properties were mixed.</p><p>For the day, the index advanced 35.44 points or 1.05 percent to finish at 3,399.70 after trading between 3,351.52 and 3,402.14. Volume was 1.86 billion shares worth 1.65 billion Singapore dollars. There were 297 gainers and 165 decliners.</p><p>Among the actives, CapitaLand Integrated Commercial Trust increased 0.92 percent, while City Developments rallied 2.42 percent, Comfort DelGro surged 4.23 percent, Dairy Farm International accelerated 2.70 percent, DBS Group added 1.31 percent, Genting Singapore spiked 3.77 percent, Hongkong Land fell 0.20 percent, Keppel Corp improved 1.25 percent, Mapletree Commercial Trust gathered 1.60 percent, Mapletree Logistics Trust advanced 1,65 percent, Oversea-Chinese Banking Corporation perked 0.82 percent, SATS skyrocketed 5.04 percent, SembCorp Industries gained 0.76 percent, Singapore Airlines soared 4.25 percent, Singapore Exchange was up 0.10 percent, Singapore Press Holdings lost 0.43 percent, Singapore Technologies Engineering picked up 0.24 percent, SingTel climbed 1.95 percent, Thai Beverage jumped 2.19 percent, United Overseas Bank collected 0.41 percent, Wilmar International rose 0.62 percent, Yangzijiang Shipbuilding strengthened 2.11 percent and Ascendas REIT was unchanged.</p><p>The lead from Wall Street is positive as the major averages opened higher and picked up steam as the day progressed, erasing losses from the previous session.</p><p>The Dow spiked 349.44 points or 1.02 percent to finish at 34,707.94, while the NASDAQ jumped 269.23 points or 1.93 percent to end at 14,191.84 and the S&amp;P 500 climbed 63.92 points or 1.43 percent to close at 4,520.16.</p><p>The support om Wall Street came as express some uncertainty about the near-term outlook for the markets as the Russian invasion of Ukraine continues.</p><p>Traders also kept an eye on developments out of Europe, where President Joe Biden is meeting with U.S. allies in Brussels. The Biden administration has imposed additional sanctions against Russia over its invasion of Ukraine, targeting dozens of Russian defense companies, 328 members of the Russian State Duma, and the head of Russia&#39;s largest financial institution.</p><p>In economic news, the Labor Department said first-time claims for U.S. unemployment benefits fell to their lowest level in over 50 years in the week ended March 19. Also, the Commerce Department said new orders for U.S. manufactured durable goods tumbled more than expected in February</p><p>Crude oil prices showed a notable move to the downside on Thursday after Iran hinted it may be close to getting a new nuclear deal with the U.S. via negotiations in Europe. West Texas Intermediate Crude for May delivery tumbled $2.59 or 2.3 percent to $112.34 a barrel.</p><p>Closer to home, Singapore will release February numbers for industrial production later today, with forecasts suggesting a decline of 0.9 percent on month and an increase of 6.3 percent on year. That follows the 10.7 percent monthly drop and the 2.0 percent yearly gain in January.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Bourse Expected To Extend Winning Streak</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Bourse Expected To Extend Winning Streak\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3271836/singapore-bourse-expected-to-extend-winning-streak.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has climbed higher in back-to-back sessions, improving almost 50 points or 1.5 percent along the way. The Straits Times Index now sits just beneath the 3,400-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3271836/singapore-bourse-expected-to-extend-winning-streak.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3271836/singapore-bourse-expected-to-extend-winning-streak.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129174410","content_text":"The Singapore stock market has climbed higher in back-to-back sessions, improving almost 50 points or 1.5 percent along the way. The Straits Times Index now sits just beneath the 3,400-point plateau and it's tipped to see additional support on Friday.The global forecast for the Asianmarketsis mixed to higher on continued upward momentum following heavy selling earlier this month. The European markets were slightly lower and the U.S. bourses were sharply higher and the Asian markets figure to split the difference.The STI finished sharply higher on Thursday following gains from the financials and industrials, while the properties were mixed.For the day, the index advanced 35.44 points or 1.05 percent to finish at 3,399.70 after trading between 3,351.52 and 3,402.14. Volume was 1.86 billion shares worth 1.65 billion Singapore dollars. There were 297 gainers and 165 decliners.Among the actives, CapitaLand Integrated Commercial Trust increased 0.92 percent, while City Developments rallied 2.42 percent, Comfort DelGro surged 4.23 percent, Dairy Farm International accelerated 2.70 percent, DBS Group added 1.31 percent, Genting Singapore spiked 3.77 percent, Hongkong Land fell 0.20 percent, Keppel Corp improved 1.25 percent, Mapletree Commercial Trust gathered 1.60 percent, Mapletree Logistics Trust advanced 1,65 percent, Oversea-Chinese Banking Corporation perked 0.82 percent, SATS skyrocketed 5.04 percent, SembCorp Industries gained 0.76 percent, Singapore Airlines soared 4.25 percent, Singapore Exchange was up 0.10 percent, Singapore Press Holdings lost 0.43 percent, Singapore Technologies Engineering picked up 0.24 percent, SingTel climbed 1.95 percent, Thai Beverage jumped 2.19 percent, United Overseas Bank collected 0.41 percent, Wilmar International rose 0.62 percent, Yangzijiang Shipbuilding strengthened 2.11 percent and Ascendas REIT was unchanged.The lead from Wall Street is positive as the major averages opened higher and picked up steam as the day progressed, erasing losses from the previous session.The Dow spiked 349.44 points or 1.02 percent to finish at 34,707.94, while the NASDAQ jumped 269.23 points or 1.93 percent to end at 14,191.84 and the S&P 500 climbed 63.92 points or 1.43 percent to close at 4,520.16.The support om Wall Street came as express some uncertainty about the near-term outlook for the markets as the Russian invasion of Ukraine continues.Traders also kept an eye on developments out of Europe, where President Joe Biden is meeting with U.S. allies in Brussels. The Biden administration has imposed additional sanctions against Russia over its invasion of Ukraine, targeting dozens of Russian defense companies, 328 members of the Russian State Duma, and the head of Russia's largest financial institution.In economic news, the Labor Department said first-time claims for U.S. unemployment benefits fell to their lowest level in over 50 years in the week ended March 19. Also, the Commerce Department said new orders for U.S. manufactured durable goods tumbled more than expected in FebruaryCrude oil prices showed a notable move to the downside on Thursday after Iran hinted it may be close to getting a new nuclear deal with the U.S. via negotiations in Europe. West Texas Intermediate Crude for May delivery tumbled $2.59 or 2.3 percent to $112.34 a barrel.Closer to home, Singapore will release February numbers for industrial production later today, with forecasts suggesting a decline of 0.9 percent on month and an increase of 6.3 percent on year. That follows the 10.7 percent monthly drop and the 2.0 percent yearly gain in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032250155,"gmtCreate":1647390047021,"gmtModify":1676534223293,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"close monitor","listText":"close monitor","text":"close monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032250155","repostId":"2219341807","repostType":4,"repost":{"id":"2219341807","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1647384621,"share":"https://ttm.financial/m/news/2219341807?lang=&edition=fundamental","pubTime":"2022-03-16 06:50","market":"us","language":"en","title":"Wall Street Jumps as S&P Snaps 3-Day Slump; Fed on Tap","url":"https://stock-news.laohu8.com/highlight/detail?id=2219341807","media":"Reuters","summary":"* Airlines rise on forecasts* Energy shares fall as oil drops below $100 a barrel* Dow up 1.82%, S&P 500 up 2.14%, Nasdaq up 2.92%NEW YORK, March 15 (Reuters) - U.S. stocks rallied on Tuesday and the ","content":"<html><head></head><body><p>* Airlines rise on forecasts</p><p>* Energy shares fall as oil drops below $100 a barrel</p><p>* Dow up 1.82%, S&amp;P 500 up 2.14%, Nasdaq up 2.92%</p><p>NEW YORK, March 15 (Reuters) - U.S. stocks rallied on Tuesday and the S&amp;P 500 ended a 3-day skid as another drop in oil prices and a softer-than-expected reading on producer prices helped ease inflation fears among investors, with the focus turning to the Federal Reserve&#39;s upcoming policy announcement.</p><p>Brent crude settled below $100 a barrel after rocketing higher to more than $139 last week, providing some temporary relief for equity investors that have seen stocks come under pressure this year from surging inflation concerns, uncertainty over the Fed&#39;s policy path to tame rising prices and more recently, escalating conflict in Ukraine.</p><p>U.S. producer prices increased solidly in February as the cost of goods like gasoline surged, and further gains are in the pipeline following Russia&#39;s invasion of Ukraine, which has made crude oil and other commodities more expensive.</p><p>Still, the data for the 12 months through February matched expectations predicting a 10% increase in producer prices, while the producer price index for final demand on a monthly basis increased 0.8%, just shy of the 0.9% estimate and lower than the 1.2% increase registered in January.</p><p>The market is now fully pricing in a rate hike of at least 25 basis points when the central bank makes its policy statement on Wednesday. Investors will also be closely watching the Fed&#39;s projections for the path of rate hikes this year and in coming years to rein in inflation.</p><p>Fed Chairman Jerome Powell has recently floated multiple rate hikes this year as the Fed seeks to curb inflation.</p><p>&#34;The fact is (PPI) was weaker than the expectation so therefore the idea that Jay Powell is right going 25 basis points seems to be the way the market feels today, that could change tomorrow,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;The market is in a very oversold position, there are still going to be bumpy roads ahead but today could just be one of those snap-back rallies like we saw last week.&#34;</p><p>The Dow Jones Industrial Average rose 599.1 points, or 1.82%, to 33,544.34, the S&amp;P 500 gained 89.34 points, or 2.14%, to 4,262.45 and the Nasdaq Composite added 367.40 points, or 2.92%, to 12,948.62.</p><p>The S&amp;P 500 slumped about 2.4% in the prior three sessions and recently joined the Dow, Nasdaq and Russell 2000    in forming a &#34;death cross&#34; technical pattern, when a short-term moving average crosses below a longer-term moving average, which some investors believe signals more near-term weakness is likely.</p><p>Ten of the 11 major S&amp;P sectors advanced, with technology and consumer discretionary stocks leading the way while energy, the sole positive sector on the year, slumped nearly 4% on the day along with crude prices.</p><p>Megacap growth stocks gained with Microsoft Corp up 3.87% and Apple up 2.97%, providing the biggest boosts to the S&amp;P 500 and the Nasdaq.</p><p>Meanwhile, investors also closely tracked a jump in daily COVID-19 infections in China for the possibility of denting global economic growth, and progress in Ukraine-Russia talks to end their weeks-long conflict.</p><p>In the latest hint at compromise, Ukrainian President Volodymyr Zelenskiy said Kyiv was prepared to accept security guarantees that stop short of its long-term objective of the NATO alliance membership, which Moscow opposes.</p><p>Delta Air Lines Inc gained 8.70% and United Airlines jumped 9.19% after the U.S. carriers raised their current-quarter revenue forecasts, even as they trimmed capacity. The Arca Airline index climbed 5.57%.</p><p>Volume on U.S. exchanges was 13.46 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.07-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 12 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 21 new highs and 386 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>Wall Street Jumps as S&P Snaps 3-Day Slump; Fed on Tap</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\">\nWall Street Jumps as S&P Snaps 3-Day Slump; Fed on Tap\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\">2022-03-16 06:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Airlines rise on forecasts</p><p>* Energy shares fall as oil drops below $100 a barrel</p><p>* Dow up 1.82%, S&amp;P 500 up 2.14%, Nasdaq up 2.92%</p><p>NEW YORK, March 15 (Reuters) - U.S. stocks rallied on Tuesday and the S&amp;P 500 ended a 3-day skid as another drop in oil prices and a softer-than-expected reading on producer prices helped ease inflation fears among investors, with the focus turning to the Federal Reserve&#39;s upcoming policy announcement.</p><p>Brent crude settled below $100 a barrel after rocketing higher to more than $139 last week, providing some temporary relief for equity investors that have seen stocks come under pressure this year from surging inflation concerns, uncertainty over the Fed&#39;s policy path to tame rising prices and more recently, escalating conflict in Ukraine.</p><p>U.S. producer prices increased solidly in February as the cost of goods like gasoline surged, and further gains are in the pipeline following Russia&#39;s invasion of Ukraine, which has made crude oil and other commodities more expensive.</p><p>Still, the data for the 12 months through February matched expectations predicting a 10% increase in producer prices, while the producer price index for final demand on a monthly basis increased 0.8%, just shy of the 0.9% estimate and lower than the 1.2% increase registered in January.</p><p>The market is now fully pricing in a rate hike of at least 25 basis points when the central bank makes its policy statement on Wednesday. Investors will also be closely watching the Fed&#39;s projections for the path of rate hikes this year and in coming years to rein in inflation.</p><p>Fed Chairman Jerome Powell has recently floated multiple rate hikes this year as the Fed seeks to curb inflation.</p><p>&#34;The fact is (PPI) was weaker than the expectation so therefore the idea that Jay Powell is right going 25 basis points seems to be the way the market feels today, that could change tomorrow,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;The market is in a very oversold position, there are still going to be bumpy roads ahead but today could just be one of those snap-back rallies like we saw last week.&#34;</p><p>The Dow Jones Industrial Average rose 599.1 points, or 1.82%, to 33,544.34, the S&amp;P 500 gained 89.34 points, or 2.14%, to 4,262.45 and the Nasdaq Composite added 367.40 points, or 2.92%, to 12,948.62.</p><p>The S&amp;P 500 slumped about 2.4% in the prior three sessions and recently joined the Dow, Nasdaq and Russell 2000    in forming a &#34;death cross&#34; technical pattern, when a short-term moving average crosses below a longer-term moving average, which some investors believe signals more near-term weakness is likely.</p><p>Ten of the 11 major S&amp;P sectors advanced, with technology and consumer discretionary stocks leading the way while energy, the sole positive sector on the year, slumped nearly 4% on the day along with crude prices.</p><p>Megacap growth stocks gained with Microsoft Corp up 3.87% and Apple up 2.97%, providing the biggest boosts to the S&amp;P 500 and the Nasdaq.</p><p>Meanwhile, investors also closely tracked a jump in daily COVID-19 infections in China for the possibility of denting global economic growth, and progress in Ukraine-Russia talks to end their weeks-long conflict.</p><p>In the latest hint at compromise, Ukrainian President Volodymyr Zelenskiy said Kyiv was prepared to accept security guarantees that stop short of its long-term objective of the NATO alliance membership, which Moscow opposes.</p><p>Delta Air Lines Inc gained 8.70% and United Airlines jumped 9.19% after the U.S. carriers raised their current-quarter revenue forecasts, even as they trimmed capacity. The Arca Airline index climbed 5.57%.</p><p>Volume on U.S. exchanges was 13.46 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.07-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 12 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 21 new highs and 386 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","BK4534":"瑞士信贷持仓","QLD":"纳指两倍做多ETF","DAL":"达美航空","MSFT":"微软","BK4533":"AQR资本管理(全球第二大对冲基金)","DOG":"道指反向ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","BK4566":"资本集团","OEX":"标普100","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SPXU":"三倍做空标普500ETF","DJX":"1/100道琼斯","BK4575":"芯片概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","OEF":"标普100指数ETF-iShares","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4500":"航空公司","SDS":"两倍做空标普500ETF","QID":"纳指两倍做空ETF","AAPL":"苹果","DXD":"道指两倍做空ETF","BK4505":"高瓴资本持仓","BK4512":"苹果概念","BK4581":"高盛持仓","BK4570":"地缘局势概念股","DDM":"道指两倍做多ETF","IVV":"标普500指数ETF","BK4574":"无人驾驶","BK4170":"电脑硬件、储存设备及电脑周边","SH":"标普500反向ETF",".DJI":"道琼斯","PSQ":"纳指反向ETF","BK4579":"人工智能",".IXIC":"NASDAQ Composite","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219341807","content_text":"* Airlines rise on forecasts* Energy shares fall as oil drops below $100 a barrel* Dow up 1.82%, S&P 500 up 2.14%, Nasdaq up 2.92%NEW YORK, March 15 (Reuters) - U.S. stocks rallied on Tuesday and the S&P 500 ended a 3-day skid as another drop in oil prices and a softer-than-expected reading on producer prices helped ease inflation fears among investors, with the focus turning to the Federal Reserve's upcoming policy announcement.Brent crude settled below $100 a barrel after rocketing higher to more than $139 last week, providing some temporary relief for equity investors that have seen stocks come under pressure this year from surging inflation concerns, uncertainty over the Fed's policy path to tame rising prices and more recently, escalating conflict in Ukraine.U.S. producer prices increased solidly in February as the cost of goods like gasoline surged, and further gains are in the pipeline following Russia's invasion of Ukraine, which has made crude oil and other commodities more expensive.Still, the data for the 12 months through February matched expectations predicting a 10% increase in producer prices, while the producer price index for final demand on a monthly basis increased 0.8%, just shy of the 0.9% estimate and lower than the 1.2% increase registered in January.The market is now fully pricing in a rate hike of at least 25 basis points when the central bank makes its policy statement on Wednesday. Investors will also be closely watching the Fed's projections for the path of rate hikes this year and in coming years to rein in inflation.Fed Chairman Jerome Powell has recently floated multiple rate hikes this year as the Fed seeks to curb inflation.\"The fact is (PPI) was weaker than the expectation so therefore the idea that Jay Powell is right going 25 basis points seems to be the way the market feels today, that could change tomorrow,\" said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.\"The market is in a very oversold position, there are still going to be bumpy roads ahead but today could just be one of those snap-back rallies like we saw last week.\"The Dow Jones Industrial Average rose 599.1 points, or 1.82%, to 33,544.34, the S&P 500 gained 89.34 points, or 2.14%, to 4,262.45 and the Nasdaq Composite added 367.40 points, or 2.92%, to 12,948.62.The S&P 500 slumped about 2.4% in the prior three sessions and recently joined the Dow, Nasdaq and Russell 2000    in forming a \"death cross\" technical pattern, when a short-term moving average crosses below a longer-term moving average, which some investors believe signals more near-term weakness is likely.Ten of the 11 major S&P sectors advanced, with technology and consumer discretionary stocks leading the way while energy, the sole positive sector on the year, slumped nearly 4% on the day along with crude prices.Megacap growth stocks gained with Microsoft Corp up 3.87% and Apple up 2.97%, providing the biggest boosts to the S&P 500 and the Nasdaq.Meanwhile, investors also closely tracked a jump in daily COVID-19 infections in China for the possibility of denting global economic growth, and progress in Ukraine-Russia talks to end their weeks-long conflict.In the latest hint at compromise, Ukrainian President Volodymyr Zelenskiy said Kyiv was prepared to accept security guarantees that stop short of its long-term objective of the NATO alliance membership, which Moscow opposes.Delta Air Lines Inc gained 8.70% and United Airlines jumped 9.19% after the U.S. carriers raised their current-quarter revenue forecasts, even as they trimmed capacity. The Arca Airline index climbed 5.57%.Volume on U.S. exchanges was 13.46 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 2.07-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored advancers.The S&P 500 posted 12 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 21 new highs and 386 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097897347,"gmtCreate":1645404758772,"gmtModify":1676534024610,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097897347","repostId":"2213670409","repostType":4,"repost":{"id":"2213670409","kind":"news","pubTimestamp":1645399123,"share":"https://ttm.financial/m/news/2213670409?lang=&edition=fundamental","pubTime":"2022-02-21 07:18","market":"us","language":"en","title":"PCE Inflation, Consumer Confidence: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2213670409","media":"Yahoo Finance","summary":"After stocks endured a second straight week of selling last week, investors will be looking to a sla","content":"<html><head></head><body><p>After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.</p><p>The U.S. stock and bond markets will be closed Monday in observance of the Presidents Day holiday, so new data releases will be consolidated to the later part of the week. And updates on tensions in Russia and Ukraine will also remain in focus throughout the week after stocks sank to their lowest levels in a month on Friday, amid concerns about the escalating geopolitical conflict.</p><p>While the emerging threat of military conflict has overshadowed many other worries in the markets, inflation has still remained a central issue for investors. Inflation has implications both in informing the speed at which the Federal Reserve tightens monetary policy, and the extent to which consumers pull back on spending and slow overall economic activity in response to rising prices.</p><p>&#34;I really think most of the Russia-Ukraine volatility occurred in the energy space, particularly with oil. I think the rest of the volatility in the broader market has to do with the Fed tightening conversation,&#34; Frances Stacy, Optimal Capital director of strategy, told Yahoo Finance Live on Friday. &#34;We&#39;re looking at this sort of aggressive tightening against this backdrop of inflation, and I think that that&#39;s what&#39;s causing the volatility.&#34;</p><p>On Friday, the Bureau of Economic Analysis will release its monthly personal consumption expenditures (PCE) deflator, offering a fresh print on the extent of price increases across the recovering economy.</p><p>Consensus economists expect the PCE to post a rise of another 0.6% in January, according to Bloomberg data, accelerating from December&#39;s 0.4% increase. This would represent a 14th consecutive monthly increase, and bring the index up by 6.0% on a year-over-year basis. This, in turn, would mark the fastest increase since 1982, and also accelerate from December&#39;s 5.8% annual rise.</p><p><img src=\"https://static.tigerbbs.com/83b39365db67b4cbe5d9181911de7b8a\" tg-width=\"4421\" tg-height=\"2947\" referrerpolicy=\"no-referrer\"/></p><p>The core PCE index — the Fed&#39;s preferred gauge of underlying inflation stripping out volatile food and energy prices — likely also ramped compared to December&#39;s index. Consensus economists are looking for a 5.2% increase in core PCE in January, compared to December&#39;s 4.9% rise.</p><p>Expectations for the latest inflation print suggest the economy has still not yet seen the peak in price increases. And increasingly, central bank officials have come around to the notion that inflation has remained stickier than previously expected, especially as supply chain issues and virus-related disruptions persist.</p><p>&#34;Since the December meeting, I would say that the inflation situation is about the same but probably slightly worse,&#34; Federal Reserve Chair Jerome Powell said in a January press conference. &#34;I’d be inclined to raise my own estimate of 2022 core PCE inflation ... by a few tenths today.&#34;</p><p>And the latest print on PCE will likely reaffirm readings from other closely watched inflation prints. The January Consumer Price Index (CPI) jumped by 7.5% year-over-year to represent the largest increase since 1982, accelerating markedly from the 7.0% increase from December. And on the producer side, wholesale prices jumped 9.7% year-on-year in January, ticking down only slightly from December&#39;s record increase of 9.8%.</p><h2>Consumer confidence</h2><h2></h2><p>Despite the mounting inflationary pressures, however, consumers have largely continued to spend. Retail sales rose by a better-than-expected 3.8% in January, marking the biggest jump since March 2021 and exceeding estimates.</p><p>And this steady consumption has come even as consumers increasingly cited inflation as a key concern for their own personal finances. Average hourly wages have also climbed in recent months, but have still not kept pace with inflation.</p><p>&#34;The resilience of spending stands in stark contrast to the slump in consumer confidence, with households upping their purchases of big ticket items while simultaneously reporting that now is a particularly bad time to make those purchases,&#34; Paul Ashworth, chief North American economist for Capital Economics, wrote in a note. &#34;The surge in inflation is the root cause of consumer angst. Sentiment should improve as inflation falls back later this year, but the current weakness is a reminder that real consumption growth will be muted this year.&#34;</p><p>The Conference Board&#39;s Consumer Confidence Index due for release on Tuesday will help provide a timely snapshot of consumers&#39; thinking following the latest spike in prices at the beginning of the year. Consensus economists are looking for the index to fall to 110.0 for February, which would mark the lowest level since September 2021, when the Delta variant had weighed on consumers&#39; outlooks. The consumer confidence index had been at 113.8 in January.</p><h2>Earnings season rolls on</h2><h2><img src=\"https://static.tigerbbs.com/2704a78dbeac36d3a78a7c3a7e70f026\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></h2><p>Investors will also receive a number of new earnings results this week, with major retailers including Home Depot (HD), Lowe&#39;s (LOW), Macy&#39;s (M) and The TJX Cos. (TJX) reporting alongside other closely watched names from Coinbase (COIN) to <a href=\"https://laohu8.com/S/W\">Wayfair</a> (W) and Nikola (NKLA).</p><p>So far this earnings season, corporate profits have remained robust, albeit while slowing compared to prior quarters. As of Friday, 84% of S&amp;P 500 companies had reported actual fourth-quarter earnings results, according to FactSet. And the estimated earnings growth rate for S&amp;P 500 companies in aggregate stood at 30.9%, compared to about 40% from the third quarter.</p><p>Still, the estimated earnings growth rate for the fourth quarter has trended continuously higher as more companies reported better-than-expected results. On December 31, the estimated earnings growth rate for the fourth quarter had been at just 21.2%.</p><p>But while results for many companies have been positive for the final three months of 2021, outlooks have weakened, reflecting lingering supply chain uncertainty, rising prices and other macro concerns. FactSet noted that of companies that held their earnings conference calls between Dec. 15 and Feb. 17, 72% of the corporations mentioned &#34;inflation.&#34;</p><p>&#34;In terms of earnings guidance from corporations, 71% of the S&amp;P 500 companies (55 out of 77) that have issued EPS [earnings per share] guidance for Q1 2022 have issued negative guidance,&#34; FactSet&#39;s John Butters wrote in a note Friday. &#34;This is the highest percentage of S&amp;P 500 companies issuing negative guidance since Q3 2019 (73%).&#34;</p><p>&#34;Thus, the market may be reacting more to the negative earnings guidance and downward estimates revisions for the first quarter of 2022 than the earnings surprises being reported for the fourth-quarter of 2021,&#34; Butters added.</p><h2>Economic calendar</h2><ul><li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li><li><p><b>Tuesday: </b>FHFA House Price Index, December (1.1% expected, 1.1% in November); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite Index, December month-over-month (1.10% expected, 1.18% in November); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, December year-over-year (18.30% expected, 18.29% in November); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Manufacturing PMI, February preliminary (56.0 expected, 55.5 in January); Markit U.S. Services PMI, February preliminary (53.0 expected, 51.2 in January); Markit U.S. Composite PMI, February preliminary (51.1 in January); Conference Board Consumer Confidence Index, February (110.0 expected, 113.8 in January); Richmond Fed Manufacturing Index, February (10 expected, 8 in January)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended February 18 (-5.4% during prior week)</p></li><li><p><b>Thursday: </b>Chicago Fed National Activity Index, January (-0.15 in December); GDP annualized, quarter-over-quarter, 4Q second estimate (7.0% expected, 6.9% in prior estimate); Personal consumption, 4Q second estimate (3.3% expected, 3.3% in prior estimate); Core PCE quarter-over-quarter, 4Q second estimate (4.9% expected, 4.9% in prior estimate); Kansas City Fed Manufacturing Activity, February (24 in January)</p></li><li><p><b>Friday: </b>Personal income, January (-0.4%, 0.3% in December); Personal spending, January (1.5% expected, -0.6% in December); Durable Goods Orders, January preliminary (0.9% -0.7% in December); Durable Goods Orders excluding transportation, January preliminary (0.3% expected, 0.6% in December); PCE deflator, January year-over-year (6.0% expected, 5.8% in December); PCE deflator, January month-over-month (0.6% expected, 0.4% in December); PCE core deflator, January year-over-year (5.2% expected, 4.9% in December); PCE core deflator, January month-over-month (0.5% expected, 0.5% in December)</p></li></ul><h2>Earnings calendar</h2><h2></h2><p><b>Monday</b></p><p><i>No notable reports scheduled for release</i></p><p><b>Tuesday</b></p><p>Before market open: Apache Corp. (APA), Home Depot (HD), Tempur Sealy International (TPX), Macy&#39;s (M)</p><p>After market close: Caesar&#39;s Entertainment (CZR), Agilent Technologies (A), <a href=\"https://laohu8.com/S/FANG\">Diamondback Energy</a> (FANG), The Mosaic Co. (MOS), Toll Brothers (TOL), Virgin Galactic (SPCE), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Teladoc Health (TDOC)</p><p><b>Wednesday</b></p><p>Before market open: Lowe&#39;s (LOW), <a href=\"https://laohu8.com/S/OSTK\">Overstock.com</a> (OSTK), The TJX Cos. (TJX), Cerner Corp. (CERN)</p><p>After market close: Hertz (HTZ), <a href=\"https://laohu8.com/S/EBAY\">eBay</a> (EBAY), Revolve Group Inc. (RVLV), <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (BKNG), FuboTV (FUBO), Allbirds (BIRD), Bath and Body Works (BBWI), Chesapeake Energy (CHK), <a href=\"https://laohu8.com/S/LYV\">Live Nation Entertainment</a> (LYV), The Real Real (REAL), Lemonade (LMND)</p><p><b>Thursday</b></p><p>Before market open: Keurig Dr. Pepper (KDP), Newmont Corp. (NEM), SeaWorld Entertainment (SEAS), Moderna (MRNA), Planet Fitness (PLNT), Nikola (NKLA), Wayfair (W), Six Flags Entertainment (SIX), Discovery Inc. (DISCA), Norwegian Cruise Line Holdings (NCLH), Occidental Petroleum (OXY)</p><p>After market close: Intuit (INTU), Opendoor Technologies (OPEN), Autodesk (ADSK), Coinbase (COIN), Dell Technologies (DELL), <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc.</a> (SQ), Zscaler (ZS), Rocket Cos. (RKT), VMWare (VMW), Etsy (ETSY), Beyond Meat (BYND), Monster Beverage Corp. (MNST)</p><p><b>Friday</b></p><p><i>No notable reports scheduled for release</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PCE Inflation, Consumer Confidence: What to Know This Week</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\">\nPCE Inflation, Consumer Confidence: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.The U.S. stock and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust","CPI":"IQ Real Return ETF","BK4150":"赌场与赌博","DISCA":"探索传播","BK4149":"建筑机械与重型卡车","BK4524":"宅经济概念","BK4121":"生命科学工具和服务","APA":"阿帕契","BK4559":"巴菲特持仓","SPCE":"维珍银河","BK4077":"互动媒体与服务","CZR":"凯撒娱乐","MOS":"美国美盛","BK4095":"家庭装饰品","BK4517":"邮轮概念","NKLA":"Nikola Corporation","BBWI":"Bath & Body Works Inc.","BK4551":"寇图资本持仓","KDP":"Keurig Dr Pepper Inc","BK4094":"服装零售","BK4022":"陆运","PLNT":"Planet Fitness Inc","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4560":"网络安全概念","BK4125":"广播","TJX":"The TJX Companies Inc.",".SPX":"S&P 500 Index","BK4142":"酒店、度假村与豪华游轮","HTZ":"赫兹租车","BK4112":"金融交易所和数据","LOW":"劳氏","BK4548":"巴美列捷福持仓","FANG":"Diamondback Energy","BK4170":"电脑硬件、储存设备及电脑周边","BK4562":"SPAC上市公司","BK4107":"财产与意外伤害保险","HD":"家得宝","BK4023":"应用软件","BK4515":"5G概念","BK4187":"航天航空与国防","BK4554":"元宇宙及AR概念","OXY":"西方石油","ZS":"Zscaler Inc.","PANW":"Palo Alto Networks","BK4532":"文艺复兴科技持仓","SPY":"标普500ETF","BK4177":"软饮料","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","A":"安捷伦科技","JPM":"摩根大通","BK4507":"流媒体概念","COIN":"Coinbase Global, Inc.","BK4139":"生物科技","M":"梅西百货"},"source_url":"https://finance.yahoo.com/news/pce-inflation-consumer-confidence-earnings-what-to-know-this-week-164350893.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213670409","content_text":"After stocks endured a second straight week of selling last week, investors will be looking to a slate of fresh economic and earnings data as a catalyst for a potential reprieve.The U.S. stock and bond markets will be closed Monday in observance of the Presidents Day holiday, so new data releases will be consolidated to the later part of the week. And updates on tensions in Russia and Ukraine will also remain in focus throughout the week after stocks sank to their lowest levels in a month on Friday, amid concerns about the escalating geopolitical conflict.While the emerging threat of military conflict has overshadowed many other worries in the markets, inflation has still remained a central issue for investors. Inflation has implications both in informing the speed at which the Federal Reserve tightens monetary policy, and the extent to which consumers pull back on spending and slow overall economic activity in response to rising prices.\"I really think most of the Russia-Ukraine volatility occurred in the energy space, particularly with oil. I think the rest of the volatility in the broader market has to do with the Fed tightening conversation,\" Frances Stacy, Optimal Capital director of strategy, told Yahoo Finance Live on Friday. \"We're looking at this sort of aggressive tightening against this backdrop of inflation, and I think that that's what's causing the volatility.\"On Friday, the Bureau of Economic Analysis will release its monthly personal consumption expenditures (PCE) deflator, offering a fresh print on the extent of price increases across the recovering economy.Consensus economists expect the PCE to post a rise of another 0.6% in January, according to Bloomberg data, accelerating from December's 0.4% increase. This would represent a 14th consecutive monthly increase, and bring the index up by 6.0% on a year-over-year basis. This, in turn, would mark the fastest increase since 1982, and also accelerate from December's 5.8% annual rise.The core PCE index — the Fed's preferred gauge of underlying inflation stripping out volatile food and energy prices — likely also ramped compared to December's index. Consensus economists are looking for a 5.2% increase in core PCE in January, compared to December's 4.9% rise.Expectations for the latest inflation print suggest the economy has still not yet seen the peak in price increases. And increasingly, central bank officials have come around to the notion that inflation has remained stickier than previously expected, especially as supply chain issues and virus-related disruptions persist.\"Since the December meeting, I would say that the inflation situation is about the same but probably slightly worse,\" Federal Reserve Chair Jerome Powell said in a January press conference. \"I’d be inclined to raise my own estimate of 2022 core PCE inflation ... by a few tenths today.\"And the latest print on PCE will likely reaffirm readings from other closely watched inflation prints. The January Consumer Price Index (CPI) jumped by 7.5% year-over-year to represent the largest increase since 1982, accelerating markedly from the 7.0% increase from December. And on the producer side, wholesale prices jumped 9.7% year-on-year in January, ticking down only slightly from December's record increase of 9.8%.Consumer confidenceDespite the mounting inflationary pressures, however, consumers have largely continued to spend. Retail sales rose by a better-than-expected 3.8% in January, marking the biggest jump since March 2021 and exceeding estimates.And this steady consumption has come even as consumers increasingly cited inflation as a key concern for their own personal finances. Average hourly wages have also climbed in recent months, but have still not kept pace with inflation.\"The resilience of spending stands in stark contrast to the slump in consumer confidence, with households upping their purchases of big ticket items while simultaneously reporting that now is a particularly bad time to make those purchases,\" Paul Ashworth, chief North American economist for Capital Economics, wrote in a note. \"The surge in inflation is the root cause of consumer angst. Sentiment should improve as inflation falls back later this year, but the current weakness is a reminder that real consumption growth will be muted this year.\"The Conference Board's Consumer Confidence Index due for release on Tuesday will help provide a timely snapshot of consumers' thinking following the latest spike in prices at the beginning of the year. Consensus economists are looking for the index to fall to 110.0 for February, which would mark the lowest level since September 2021, when the Delta variant had weighed on consumers' outlooks. The consumer confidence index had been at 113.8 in January.Earnings season rolls onInvestors will also receive a number of new earnings results this week, with major retailers including Home Depot (HD), Lowe's (LOW), Macy's (M) and The TJX Cos. (TJX) reporting alongside other closely watched names from Coinbase (COIN) to Wayfair (W) and Nikola (NKLA).So far this earnings season, corporate profits have remained robust, albeit while slowing compared to prior quarters. As of Friday, 84% of S&P 500 companies had reported actual fourth-quarter earnings results, according to FactSet. And the estimated earnings growth rate for S&P 500 companies in aggregate stood at 30.9%, compared to about 40% from the third quarter.Still, the estimated earnings growth rate for the fourth quarter has trended continuously higher as more companies reported better-than-expected results. On December 31, the estimated earnings growth rate for the fourth quarter had been at just 21.2%.But while results for many companies have been positive for the final three months of 2021, outlooks have weakened, reflecting lingering supply chain uncertainty, rising prices and other macro concerns. FactSet noted that of companies that held their earnings conference calls between Dec. 15 and Feb. 17, 72% of the corporations mentioned \"inflation.\"\"In terms of earnings guidance from corporations, 71% of the S&P 500 companies (55 out of 77) that have issued EPS [earnings per share] guidance for Q1 2022 have issued negative guidance,\" FactSet's John Butters wrote in a note Friday. \"This is the highest percentage of S&P 500 companies issuing negative guidance since Q3 2019 (73%).\"\"Thus, the market may be reacting more to the negative earnings guidance and downward estimates revisions for the first quarter of 2022 than the earnings surprises being reported for the fourth-quarter of 2021,\" Butters added.Economic calendarMonday: No notable reports scheduled for releaseTuesday: FHFA House Price Index, December (1.1% expected, 1.1% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December month-over-month (1.10% expected, 1.18% in November); S&P CoreLogic Case-Shiller 20-City Composite Index, December year-over-year (18.30% expected, 18.29% in November); Markit U.S. Manufacturing PMI, February preliminary (56.0 expected, 55.5 in January); Markit U.S. Services PMI, February preliminary (53.0 expected, 51.2 in January); Markit U.S. Composite PMI, February preliminary (51.1 in January); Conference Board Consumer Confidence Index, February (110.0 expected, 113.8 in January); Richmond Fed Manufacturing Index, February (10 expected, 8 in January)Wednesday: MBA Mortgage Applications, week ended February 18 (-5.4% during prior week)Thursday: Chicago Fed National Activity Index, January (-0.15 in December); GDP annualized, quarter-over-quarter, 4Q second estimate (7.0% expected, 6.9% in prior estimate); Personal consumption, 4Q second estimate (3.3% expected, 3.3% in prior estimate); Core PCE quarter-over-quarter, 4Q second estimate (4.9% expected, 4.9% in prior estimate); Kansas City Fed Manufacturing Activity, February (24 in January)Friday: Personal income, January (-0.4%, 0.3% in December); Personal spending, January (1.5% expected, -0.6% in December); Durable Goods Orders, January preliminary (0.9% -0.7% in December); Durable Goods Orders excluding transportation, January preliminary (0.3% expected, 0.6% in December); PCE deflator, January year-over-year (6.0% expected, 5.8% in December); PCE deflator, January month-over-month (0.6% expected, 0.4% in December); PCE core deflator, January year-over-year (5.2% expected, 4.9% in December); PCE core deflator, January month-over-month (0.5% expected, 0.5% in December)Earnings calendarMondayNo notable reports scheduled for releaseTuesdayBefore market open: Apache Corp. (APA), Home Depot (HD), Tempur Sealy International (TPX), Macy's (M)After market close: Caesar's Entertainment (CZR), Agilent Technologies (A), Diamondback Energy (FANG), The Mosaic Co. (MOS), Toll Brothers (TOL), Virgin Galactic (SPCE), Palo Alto Networks (PANW), Teladoc Health (TDOC)WednesdayBefore market open: Lowe's (LOW), Overstock.com (OSTK), The TJX Cos. (TJX), Cerner Corp. (CERN)After market close: Hertz (HTZ), eBay (EBAY), Revolve Group Inc. (RVLV), Booking Holdings (BKNG), FuboTV (FUBO), Allbirds (BIRD), Bath and Body Works (BBWI), Chesapeake Energy (CHK), Live Nation Entertainment (LYV), The Real Real (REAL), Lemonade (LMND)ThursdayBefore market open: Keurig Dr. Pepper (KDP), Newmont Corp. (NEM), SeaWorld Entertainment (SEAS), Moderna (MRNA), Planet Fitness (PLNT), Nikola (NKLA), Wayfair (W), Six Flags Entertainment (SIX), Discovery Inc. (DISCA), Norwegian Cruise Line Holdings (NCLH), Occidental Petroleum (OXY)After market close: Intuit (INTU), Opendoor Technologies (OPEN), Autodesk (ADSK), Coinbase (COIN), Dell Technologies (DELL), Block Inc. (SQ), Zscaler (ZS), Rocket Cos. (RKT), VMWare (VMW), Etsy (ETSY), Beyond Meat (BYND), Monster Beverage Corp. (MNST)FridayNo notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969927786,"gmtCreate":1668325541845,"gmtModify":1676538041702,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969927786","repostId":"1151216996","repostType":4,"repost":{"id":"1151216996","kind":"news","pubTimestamp":1668306629,"share":"https://ttm.financial/m/news/1151216996?lang=&edition=fundamental","pubTime":"2022-11-13 10:30","market":"us","language":"en","title":"Democrats Will Keep Control of the U.S. Senate, CNN Projects","url":"https://stock-news.laohu8.com/highlight/detail?id=1151216996","media":"CNN","summary":"Democrats will keep their narrow Senate majority for the next two years, CNN projects, after victori","content":"<html><head></head><body><p>Democrats will keep their narrow Senate majority for the next two years, CNN projects, after victories in close contests in Nevada and Arizona.</p><p>The party defied the historical trend of midterm elections breaking against parties in power and overcame anxiety over high inflation, cementing its majority as voters rejected Republican candidates who had aligned themselves with former President Donald Trump and in many cases parroted his lies about widespread election fraud.</p><p>Retaining Senate control is a huge boost to President Joe Biden over the remaining two years of his first term in the White House. It means Democrats will have the ability to confirm Biden’s judicial nominees – avoiding scenarios such as the one former President Barack Obama faced in 2016, when then-Senate Majority Leader Mitch McConnell refused to hold a vote on his Supreme Court nominee, Merrick Garland. It also means that Senate Democrats can reject bills passed by the House and can set their own agenda.</p><p>The Senate win comes with control of the House – where Republicans were widely expected to win a majority – still up for grabs. Ballots are still being counted in key districts in some states, including California, Arizona and Oregon, with large shares of mail-in ballots. Even if Democrats don’t retain control of the House, they could leave the GOP with a small and unruly majority.</p><p>The path to Democrats’ surprisingly strong midterm showing was one in which they defied political gravity. CNN exit polls showed that 49% of voters who said they somewhat disapprove of Biden voted for Democrats while 45% backed Republicans; of the 38% of voters who said the condition of the economy is “not so good,” 62% voted Democratic compared to 35% for the GOP.</p><p>After CNN projected Democratic victories in Arizona on Friday and Nevada on Saturday, Democrats now have 50 Senate seats to Republicans’ 49 seats.</p><p>Georgia’s race between Democratic Sen. Raphael Warnock and Republican challenger Herschel Walker is headed to a December runoff after neither candidate cleared the 50% threshold on Tuesday.</p><p>Even if Republicans win the Georgia runoff, though, Vice President Kamala Harris would continue to cast the tie-breaking vote in an evenly divided Senate to guarantee the Democratic majority.</p><p>Only one Senate seat has changed hands so far in the 2022 midterm elections: Pennsylvania, where Democratic Lt. Gov. John Fetterman, who campaigned as he recovered from a May stroke, defeated Republican Mehmet Oz, the celebrity doctor who was endorsed by former President Donald Trump.</p><p>Republicans successfully defended seats in hard-fought races in Florida, North Carolina, Ohio and Wisconsin, while Democrats retained their seats in competitive contests in Arizona, Colorado, Nevada and New Hampshire.</p><p>Ultimately, the battle for Senate control came down to Arizona and Nevada – states with large shares of mail-in ballots and rules that can slow the processing of those ballots.</p><p>In Arizona, CNN projects that Democratic Sen. Mark Kelly, a former astronaut and the husband of former Rep. Gabrielle Giffords, will defeat Republican Blake Masters, a venture capitalist who was endorsed by Trump and supported by tech mogul and emerging GOP megadonor Peter Thiel.</p><p>In Nevada, CNN projects that Democratic Sen. Catherine Cortez Masto, a former prosecutor and state attorney general, will defeat Republican Adam Laxalt, her successor in the attorney general’s office and the son and grandson of former senators.</p><p>Both Masters and Laxalt had at times embraced and parroted Trump’s lies about widespread 2020 election fraud.</p><p>Laxalt was a co-chairman of Trump’s 2020 presidential campaign in Nevada and played a leading role in legal efforts to reverse the results in that election, which he said was “rigged.” Cortez Masto had argued that the lies and election conspiracy theories embraced by Trump and allies like Laxalt led to the attack on the US Capitol on January 6, 2021.</p><p>Masters released a campaign video as he was competing for the GOP nomination in which he said he believed Trump had won the 2020 election.</p><p>After winning the Senate primary, Masters briefly appeared to back away from some of that extreme rhetoric – scrubbing his website, for example, of language that included the false claim that the election was stolen. In a debate with Kelly, he also conceded that he had not seen evidence of fraud that would have changed the outcome of the election. But the Republican nominee seemed to reverse course after receiving a phone call from Trump urging him to “go stronger” on election denialism, a conversation that was captured in a Fox documentary.</p></body></html>","source":"cnn_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Democrats Will Keep Control of the U.S. Senate, CNN Projects</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\">\nDemocrats Will Keep Control of the U.S. Senate, CNN Projects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/11/12/politics/democrats-keep-senate/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Democrats will keep their narrow Senate majority for the next two years, CNN projects, after victories in close contests in Nevada and Arizona.The party defied the historical trend of midterm ...</p>\n\n<a href=\"https://edition.cnn.com/2022/11/12/politics/democrats-keep-senate/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2022/11/12/politics/democrats-keep-senate/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151216996","content_text":"Democrats will keep their narrow Senate majority for the next two years, CNN projects, after victories in close contests in Nevada and Arizona.The party defied the historical trend of midterm elections breaking against parties in power and overcame anxiety over high inflation, cementing its majority as voters rejected Republican candidates who had aligned themselves with former President Donald Trump and in many cases parroted his lies about widespread election fraud.Retaining Senate control is a huge boost to President Joe Biden over the remaining two years of his first term in the White House. It means Democrats will have the ability to confirm Biden’s judicial nominees – avoiding scenarios such as the one former President Barack Obama faced in 2016, when then-Senate Majority Leader Mitch McConnell refused to hold a vote on his Supreme Court nominee, Merrick Garland. It also means that Senate Democrats can reject bills passed by the House and can set their own agenda.The Senate win comes with control of the House – where Republicans were widely expected to win a majority – still up for grabs. Ballots are still being counted in key districts in some states, including California, Arizona and Oregon, with large shares of mail-in ballots. Even if Democrats don’t retain control of the House, they could leave the GOP with a small and unruly majority.The path to Democrats’ surprisingly strong midterm showing was one in which they defied political gravity. CNN exit polls showed that 49% of voters who said they somewhat disapprove of Biden voted for Democrats while 45% backed Republicans; of the 38% of voters who said the condition of the economy is “not so good,” 62% voted Democratic compared to 35% for the GOP.After CNN projected Democratic victories in Arizona on Friday and Nevada on Saturday, Democrats now have 50 Senate seats to Republicans’ 49 seats.Georgia’s race between Democratic Sen. Raphael Warnock and Republican challenger Herschel Walker is headed to a December runoff after neither candidate cleared the 50% threshold on Tuesday.Even if Republicans win the Georgia runoff, though, Vice President Kamala Harris would continue to cast the tie-breaking vote in an evenly divided Senate to guarantee the Democratic majority.Only one Senate seat has changed hands so far in the 2022 midterm elections: Pennsylvania, where Democratic Lt. Gov. John Fetterman, who campaigned as he recovered from a May stroke, defeated Republican Mehmet Oz, the celebrity doctor who was endorsed by former President Donald Trump.Republicans successfully defended seats in hard-fought races in Florida, North Carolina, Ohio and Wisconsin, while Democrats retained their seats in competitive contests in Arizona, Colorado, Nevada and New Hampshire.Ultimately, the battle for Senate control came down to Arizona and Nevada – states with large shares of mail-in ballots and rules that can slow the processing of those ballots.In Arizona, CNN projects that Democratic Sen. Mark Kelly, a former astronaut and the husband of former Rep. Gabrielle Giffords, will defeat Republican Blake Masters, a venture capitalist who was endorsed by Trump and supported by tech mogul and emerging GOP megadonor Peter Thiel.In Nevada, CNN projects that Democratic Sen. Catherine Cortez Masto, a former prosecutor and state attorney general, will defeat Republican Adam Laxalt, her successor in the attorney general’s office and the son and grandson of former senators.Both Masters and Laxalt had at times embraced and parroted Trump’s lies about widespread 2020 election fraud.Laxalt was a co-chairman of Trump’s 2020 presidential campaign in Nevada and played a leading role in legal efforts to reverse the results in that election, which he said was “rigged.” Cortez Masto had argued that the lies and election conspiracy theories embraced by Trump and allies like Laxalt led to the attack on the US Capitol on January 6, 2021.Masters released a campaign video as he was competing for the GOP nomination in which he said he believed Trump had won the 2020 election.After winning the Senate primary, Masters briefly appeared to back away from some of that extreme rhetoric – scrubbing his website, for example, of language that included the false claim that the election was stolen. In a debate with Kelly, he also conceded that he had not seen evidence of fraud that would have changed the outcome of the election. But the Republican nominee seemed to reverse course after receiving a phone call from Trump urging him to “go stronger” on election denialism, a conversation that was captured in a Fox documentary.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917432734,"gmtCreate":1665558631028,"gmtModify":1676537627357,"author":{"id":"4099650032870960","authorId":"4099650032870960","name":"Helloyah","avatar":"https://static.tigerbbs.com/04a600ad88159fff17f3cf715916ac3a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4099650032870960","authorIdStr":"4099650032870960"},"themes":[],"htmlText":"Monitor&nbsp;","listText":"Monitor&nbsp;","text":"Monitor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917432734","repostId":"1157980095","repostType":4,"repost":{"id":"1157980095","kind":"news","pubTimestamp":1665554104,"share":"https://ttm.financial/m/news/1157980095?lang=&edition=fundamental","pubTime":"2022-10-12 13:55","market":"us","language":"en","title":"AAPL, AMZN, or TSLA: Which MATANA Stock is the Most Attractive Pick?","url":"https://stock-news.laohu8.com/highlight/detail?id=1157980095","media":"TipRanks","summary":"Story HighlightsRay Wang, principal analyst and founder of Constellation Research, coined the acrony","content":"<div>\n<p>Story HighlightsRay Wang, principal analyst and founder of Constellation Research, coined the acronym MATANA, which he feels is a better representation of big tech stocks than FAANG. In this article, ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/aapl-amzn-or-tsla-which-matana-stock-is-the-most-attractive-pick\">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>AAPL, AMZN, or TSLA: Which MATANA Stock is the Most Attractive Pick?</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\">\nAAPL, AMZN, or TSLA: Which MATANA Stock is the Most Attractive Pick?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 13:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/aapl-amzn-or-tsla-which-matana-stock-is-the-most-attractive-pick><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsRay Wang, principal analyst and founder of Constellation Research, coined the acronym MATANA, which he feels is a better representation of big tech stocks than FAANG. In this article, ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/aapl-amzn-or-tsla-which-matana-stock-is-the-most-attractive-pick\">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","TSLA":"特斯拉","AMZN":"亚马逊"},"source_url":"https://www.tipranks.com/news/article/aapl-amzn-or-tsla-which-matana-stock-is-the-most-attractive-pick","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157980095","content_text":"Story HighlightsRay Wang, principal analyst and founder of Constellation Research, coined the acronym MATANA, which he feels is a better representation of big tech stocks than FAANG. In this article, we will discuss Wall Street’s opinions about three MATANA stocks and pick the most attractive one.Back in September, Ray Wang, principal analyst and founder of Constellation Research, called MATANA, an acronym for Microsoft (MSFT), Apple (AAPL), Tesla (TSLA), Amazon (AMZN), Nvidia (NVDA), and Alphabet (GOOGL,GOOG) to be the new face of big tech stocks, instead of the popular FAANG group. We will use TipRanks’ Stock Comparison Tool to pit Apple, Amazon, and Tesla against each other to pick the most attractive MATANA stock.In an interview with Yahoo Finance, Wang explained that heformed the MATANA group by dropping Meta Platforms (META) and Netflix (NFLX) from the FAANG group and adding Microsoft, Tesla, and Nvidia. Wang called Netflix and Meta “one trick ponies” and expressed concerns about further growth in Netflix’s subscriptions and Meta’s prospects beyond its advertising revenues.Now let us discuss Wall Street’s opinions on Apple, Amazon, and Tesla.Apple (NASDAQ:AAPL) StockDespite foreign currency fluctuations and supply chain bottlenecks, Apple topped analysts’ expectations for the fiscal third quarter (ended June 30, 2022). Management reassured investors that despite macro challenges and foreign exchange headwinds, year-over-year revenue growth in the fiscal fourth quarter will accelerate compared to the June quarter.However, investors are concerned that an economic downturn might impact consumers’ discretionary spending and hurt the sales of Apple’s products, which generally command a premium price than rivals.Near-term headwinds might remain a drag on AAPL stock. Nonetheless, Apple remains an attractive long-term pick based on its solid financial position, strong brand name, innovation, and booming services business. Apple’s services division, which includes revenue from Applecare, advertising, cloud, and other services, is now advancing further in payment solutions by expanding in growth areas like buy now, pay later.Is Apple a Buy or Sell Now?Yesterday, KeyBanc analyst Brandon Nispel increased his iPhone revenue estimates to reflect higher average selling prices. Nispel also expects Apple’s fiscal fourth quarter to benefit from an extra week of iPhone sales and a shift in product mix to higher-priced models like the Pro and Pro Max. The analyst also expects the tech giant to gain from the higher-priced iPhone 14 Plus replacing the iPhone 13 Mini.On TipRanks, Apple stock scores a Strong Buy consensus rating based on 23 Buys, four Holds, and one Sell. The average AAPL stock price target of $181.77 suggests 30.8% upside potential. Shares have plunged about 22% year-to-date.Amazon (NASDAQ:AMZN) StockAmazon’s e-commerce sales have weakened after witnessing elevated levels earlier in the pandemic. The company still delivered market-beating revenue growth of 7.2% in the second quarter, driven by higher revenue from the Amazon Web Services (AWS) cloud computing division and increased advertising sales. However, higher fuel and transportation costs as well as a loss related to the company’s investment in Rivian (RIVN) weighed on the Q2 bottom line.Amazon is focusing on reducing costs and enhancing the productivity of its fulfillment network to improve its profitability amid an inflationary environment.Is Amazon a Buy, Sell, or Hold?Last week, J.P. Morgan analyst Doug Anmuth reaffirmed his Buy rating for Amazon stock, calling it his firm’s “best idea” based on expectations of “revenue acceleration, margin expansion, and capex moderation (all led by retail) to drive significant FCF inflection in 2023.”Anmuth is confident about Amazon’s ability to outperform despite a challenging operating backdrop. The analyst expects the company to have an “inventory advantage” in the crucial holiday season compared to omnichannel retailers, who might face physical space-related constraints.Anmuth also expects margins of the company’s retail business to come back to mid-single digits driven by lower fuel and freight costs compared to the first six months of the year.Overall, the Street rates Amazon stock a Strong Buy based on a whopping 35 Buys against One Hold. The average AMZN stock price prediction of $171.94 implies 53.2% upside potential. Shares have declined about 32.7% in 2022.Tesla (NASDAQ:TSLA) StockLeading electric vehicle maker Tesla aggressively ramped up its production after it suffered supply chain and production disruptions due to COVID-related restrictions in China. The company produced 365,923 vehicles in the third quarter and delivered 343,830 units. However, Q3 deliveries failed to surpass analysts’ estimates.TSLA stock has plunged 38.5% this year due to macro challenges, supply woes, and the uncertainty and distraction associated with the Musk-Twitter deal. Investors are also concerned about the rising competition in the EV space, both in the domestic market as well as in China, the largest EV market.What is the Target Price for TSLA?On Monday, Morgan Stanley analyst Adam Jonas slashed his price target for Tesla stock to $350 from $383 but maintained a Buy rating. Following the Q3 update, Jonas trimmed his 2022 delivery forecast to 1.31 million units from 1.37 million units. He reduced the 2023 delivery estimate to 1.8 million vehicles from 2 million.Jonas opines that the factors that impacted Tesla’s Q3 production and deliveries could persist into Q4 and 2023.All in all, the Street is cautiously optimistic about Tesla stock, with a Moderate Buy consensus rating that breaks down into 19 Buys, seven Holds, and five Sells. The average Tesla stock target price of $321.69 implies 49% upside potential.ConclusionAmong the three MATANA stocks discussed above, Wall Street is highly bullish on Amazon and Apple compared to Tesla. Despite near-term challenges and an impending recession, analysts are optimistic about the long-term prospects of the tech giants. Currently, analysts see more upside potential in Amazon stock than in Apple and Tesla.Amazon’s leadership position in e-commerce, solid financials and growth prospects in cloud computing make it an attractive pick.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}