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2023-03-02
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@FT中文网:海外本科生“迴流”，香港只適合當跳板嗎？
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2023-01-16
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2023-01-11
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2023-01-10
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2023-01-08
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2023-01-06
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2023-01-04
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2023-01-02
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2023-01-01
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2022-12-31
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2022-12-28
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2022-12-27
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2022-12-26
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2022-12-25
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2022-12-23
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2022-12-23
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2022-12-21
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2022-12-20
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2022-12-19
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文 | 吳坤玲 剛剛過去的寒假裏婭婭很忙。她從多倫多大學本科畢業後在香港大學讀語言學碩士。入學不久，婭婭就加入了港大划艇俱樂部。她現在每天還練習街舞滑長板、徒步、衝浪。出生在南京，15歲隨家人到加拿大生活，婭婭從未體驗過這樣能上山下海的暖冬。一切都很新鮮。 國內知名留學中介機構啓德留學的數據顯示，2021年疫情導致大批海外中國留學生“迴流”，香港TOP3名校(香港大學、香港科技大學、香港中文大學)碩士錄取的內地學生中，近30%的人本科畢業於海外院校。 在北京從事留學中介業務十餘年的趙女士表示，香港的研究生項目時間短，港高校在國內的認可度高，加上疫情期間出國成本和不確定性的增加，即便香港高校比較少，在趙女士所在機構，申請香港高校研究生的案例數量較去年仍有增加，其中不乏海外本科畢業生。 01 香港引力：文化、地緣、性價比 Akio出生在2000年，2021年本科畢業。他來自中國臺灣，父親常年往來兩岸做生意。在臺企聚集的東莞唸完高中後，他前往美國紐約視覺藝術學院學習電影。畢業後他想繼續學習紀錄片拍攝，得知奧斯卡最佳紀錄短片獲得者、華裔電影人楊紫燁(Ruby Yang)在港大新聞學院任教後，他有了到港大學習的念頭。 Akio說，學電影后一直接觸的都是歐美的文化，也許回到亞洲文化的圈子會激發出一些不同的靈感。一年時間完成碩士課程的高性價比也是他選擇在香港升學的考量之一。 婭婭決定來香港，跟Akio有相似考量。她想繼續學習語言學，同時又非常喜歡閩南語、粵語等中國南方的方言，甚至還研究過臺灣的少數民族語言。婭婭有一半滿族血統。滿語瀕臨失傳的現狀讓她很想爲記錄這些語言做些什麼，也想更靠近更瞭解自己的文化，於是申請了港大的語言學碩士項目。 鹿鹿選","listText":"吳坤玲：赴港求學學生數量持續增加，有意願留港的非本地畢業生數量卻沒有增加。留不住畢業生，僅僅是香港近年人才流失問題中的一環。 文 | 吳坤玲 剛剛過去的寒假裏婭婭很忙。她從多倫多大學本科畢業後在香港大學讀語言學碩士。入學不久，婭婭就加入了港大划艇俱樂部。她現在每天還練習街舞滑長板、徒步、衝浪。出生在南京，15歲隨家人到加拿大生活，婭婭從未體驗過這樣能上山下海的暖冬。一切都很新鮮。 國內知名留學中介機構啓德留學的數據顯示，2021年疫情導致大批海外中國留學生“迴流”，香港TOP3名校(香港大學、香港科技大學、香港中文大學)碩士錄取的內地學生中，近30%的人本科畢業於海外院校。 在北京從事留學中介業務十餘年的趙女士表示，香港的研究生項目時間短，港高校在國內的認可度高，加上疫情期間出國成本和不確定性的增加，即便香港高校比較少，在趙女士所在機構，申請香港高校研究生的案例數量較去年仍有增加，其中不乏海外本科畢業生。 01 香港引力：文化、地緣、性價比 Akio出生在2000年，2021年本科畢業。他來自中國臺灣，父親常年往來兩岸做生意。在臺企聚集的東莞唸完高中後，他前往美國紐約視覺藝術學院學習電影。畢業後他想繼續學習紀錄片拍攝，得知奧斯卡最佳紀錄短片獲得者、華裔電影人楊紫燁(Ruby Yang)在港大新聞學院任教後，他有了到港大學習的念頭。 Akio說，學電影后一直接觸的都是歐美的文化，也許回到亞洲文化的圈子會激發出一些不同的靈感。一年時間完成碩士課程的高性價比也是他選擇在香港升學的考量之一。 婭婭決定來香港，跟Akio有相似考量。她想繼續學習語言學，同時又非常喜歡閩南語、粵語等中國南方的方言，甚至還研究過臺灣的少數民族語言。婭婭有一半滿族血統。滿語瀕臨失傳的現狀讓她很想爲記錄這些語言做些什麼，也想更靠近更瞭解自己的文化，於是申請了港大的語言學碩士項目。 鹿鹿選","text":"吳坤玲：赴港求學學生數量持續增加，有意願留港的非本地畢業生數量卻沒有增加。留不住畢業生，僅僅是香港近年人才流失問題中的一環。 文 | 吳坤玲 剛剛過去的寒假裏婭婭很忙。她從多倫多大學本科畢業後在香港大學讀語言學碩士。入學不久，婭婭就加入了港大划艇俱樂部。她現在每天還練習街舞滑長板、徒步、衝浪。出生在南京，15歲隨家人到加拿大生活，婭婭從未體驗過這樣能上山下海的暖冬。一切都很新鮮。 國內知名留學中介機構啓德留學的數據顯示，2021年疫情導致大批海外中國留學生“迴流”，香港TOP3名校(香港大學、香港科技大學、香港中文大學)碩士錄取的內地學生中，近30%的人本科畢業於海外院校。 在北京從事留學中介業務十餘年的趙女士表示，香港的研究生項目時間短，港高校在國內的認可度高，加上疫情期間出國成本和不確定性的增加，即便香港高校比較少，在趙女士所在機構，申請香港高校研究生的案例數量較去年仍有增加，其中不乏海外本科畢業生。 01 香港引力：文化、地緣、性價比 Akio出生在2000年，2021年本科畢業。他來自中國臺灣，父親常年往來兩岸做生意。在臺企聚集的東莞唸完高中後，他前往美國紐約視覺藝術學院學習電影。畢業後他想繼續學習紀錄片拍攝，得知奧斯卡最佳紀錄短片獲得者、華裔電影人楊紫燁(Ruby Yang)在港大新聞學院任教後，他有了到港大學習的念頭。 Akio說，學電影后一直接觸的都是歐美的文化，也許回到亞洲文化的圈子會激發出一些不同的靈感。一年時間完成碩士課程的高性價比也是他選擇在香港升學的考量之一。 婭婭決定來香港，跟Akio有相似考量。她想繼續學習語言學，同時又非常喜歡閩南語、粵語等中國南方的方言，甚至還研究過臺灣的少數民族語言。婭婭有一半滿族血統。滿語瀕臨失傳的現狀讓她很想爲記錄這些語言做些什麼，也想更靠近更瞭解自己的文化，於是申請了港大的語言學碩士項目。 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09:52","market":"us","language":"en","title":"Sea Limited: Profitability May Be Around The Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=1143890380","media":"Seeking Alpha","summary":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New ga","content":"<html><head></head><body><h3>Summary</h3><ul><li>Further uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.</li><li>Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.</li><li>SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.</li><li>Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.</li><li>Sea Limited has sufficient cash reserves to pay off the convertible notes.</li></ul><h3>Investment Thesis</h3><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.</p><p>In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.</p><h3>Garena<img src=\"https://static.tigerbbs.com/ab8fe0ed7909a98b7fdf0b930bc362df\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/8386bb1c95c3d5300e1fe0f371528199\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>Garena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.</p><p>Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.</p><p>Shopee<img src=\"https://static.tigerbbs.com/79b7f33be279fa015f52addd35b55d96\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q<img src=\"https://static.tigerbbs.com/6aaff49a0ba8c901eadda2b7cf01a391\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>Shopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.</p><p>While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.<img src=\"https://static.tigerbbs.com/7e09e1e030c482f41afaf8695896f9ec\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>SE 10-Q</p><p>The more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.</p><h3>SeaBank</h3><p><i>Note that I will be using “SeaBank” and “SeaMoney” interchangeably.</i></p><p><img src=\"https://static.tigerbbs.com/0f0cb77d6ac22f50a1208eaf075db51c\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>SeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.</p><p>Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.</p><p><img src=\"https://static.tigerbbs.com/2de194897c03f180f99a0dd2b75bf2d0\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/5932cc09aca0134084217800afb30399\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p><img src=\"https://static.tigerbbs.com/6205c82c79c753720862ed8385dd0e2a\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>SE 10-Q</p><p>As a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.</p><h3>Sufficient Cash Reserves To Pay off Convertible Notes<img src=\"https://static.tigerbbs.com/4ff585449530fce4084e7d1447e077b4\" tg-width=\"1280\" tg-height=\"798\" referrerpolicy=\"no-referrer\"/></h3><p>SE 10-Q</p><p>One of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:</p><blockquote>“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”</blockquote><h3>Conclusion</h3><p>Overall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.</p><p>Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.</p><p>SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.</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>Sea Limited: Profitability May Be Around The Corner</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: Profitability May Be Around The Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-19 09:52 GMT+8 <a href=https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559176-sea-limited-profitability-may-be-around-the-corner\">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/4559176-sea-limited-profitability-may-be-around-the-corner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143890380","content_text":"SummaryFurther uncertainty for Sea Limited's Garena as its QAU did not stabilize as expected. New games were launched in recent months.Shopee’s race to profitability has accelerated as shown in the material improvements in unit economics, and they are expected to be profitable by FY23.SeaBank's credit business is growing strongly and its overall credit business is profitable and cash flow positive. Its revenue now makes up 10.4% of its overall revenue.Execution has been on point in attaining profitability although that resulted in declining growth in FY22. Management believes growth can reaccelerate once it achieves profitability.Sea Limited has sufficient cash reserves to pay off the convertible notes.Investment ThesisSea Limited has come under much scrutiny in the past 2 years as the shift in focus from growth to profitability and macro headwinds have led to a massive growth decline across itsShopee and Garena units. While this is unfortunate, management has executed brilliantly so far to turn the company into an increasingly self-sufficient business in the near term.In this article, I attempt to dive deeper into itsQ3 2022 resultand provide an overall analysis of the earnings. Although I’d like to highlight that the management has explicitly stated that growth can reaccelerate after attaining profitability and that they have a sufficient cash reserve to pay off the convertible notes sitting on the balance sheet.GarenaSE 10-QSE 10-QGarena’s QAU and QPU continued to decline sequentially, as the management’s anticipation of its user base stabilizing did not materialize. The macro headwinds continue to be a headache, and it seems that there is more uncertainty lying ahead for Garena Free Fire. The key forward is to focus on launching new games, with games such asPrimitive EraandBlack Clover Mobilelaunching recently. While this indicates that management is working hard to reaccelerate Garena’s growth, it is important to recognize that the success of games is not guaranteed, and this is the bigger uncertainty for the business. As a result, this caused its adjusted EBITDA margin to further decline to 32.5% during the quarter.Additionally, management states that the expiry of the agreement with Riot Games will have no impact on Garena’s publishing business, and Garena is seeking other top-game developers for their publishing business.ShopeeSE 10-QSE 10-QShopee’s GMV grew 14% Y/Y and the number of orders grew 18% Y/Y, a continuous decline in the past couple of quarters. This is a result of management pulling back on its sales and marketing (“S&M”) expenses, exiting multiple markets, cutting costs aggressively (such as hiring), and lastly, the lower consumer discretionary spending. This is in contrast to Lazada (NYSE: BABA), as the number oforders declined Y/Yand they are also prioritizing profitability through increased monetization.While this does show that consumers continue to spend on Shopee in SEA, its GMV and number of orders are partially contributed by Shopee Brazil. In a tough macro environment, Shopee experienced a 36% Y/Y growth in the number of brands on the platform, indicating that Shopee is an increasingly important partner in growing its online revenue.SE 10-QThe more important portion is Shopee’s improvement in profitability. Its overall adjusted EBITDA loss per order continues to improve by 23.5% sequentially, and more specifically, Shopee Brazil’s loss per order improved by 27.5% sequentially during the quarter as compared to 6.6% in the last quarter. Moreover, Shopee is expected to attain profitability by FY23 instead of FY25 as previously guided by the management. This goes to show that the management has made great strides in pursuing profitability, which is impressive in my view. Once it attained self-sufficiency, growth can reaccelerate, although, the management is expecting flat or negative growth in certain metrics in the near term.SeaBankNote that I will be using “SeaBank” and “SeaMoney” interchangeably.SE 10-QSeaMoney’s loan receivables grew 46% from 4Q21 and 110% from 3Q21 to $2.2 billion. These are loans provided to customers whereby SeaMoney generates revenue by charging interest rates, and it has been growing quickly. In myprevious article, I showed that in Sep 2022, SeaBank Indonesia grew its loans and customer deposits by 111% Y/Y and 147% Y/Y, respectively, and the launch of ShopeePay in Brazil. During the earnings call, management stated that the credit business is profitable and cash flow positive, and it will be focusing on growing this business in Southeast Asia (“SEA”) and Brazil.Additionally, they have also said to diversify their source of funding for the credit business, which I believe is to seek third-party financing partners to reduce the capital required for the business and at the same time, reduce credit risk. Similar to Bank Jago (IDX: ARTO), SeaBank may utilize the data of its partners to help improve the non-performing loans and scale its lending. Readers who are unaware of SeaBank’s business model can head to mydeep diveinto the company.SE 10-QSE 10-QSE 10-QAs a result of its growing deposits and loan books, its Q3 2022 revenue grew 147% Y/Y, and it has been increasingly making up a bigger portion of its overall revenue at 10.4% this quarter. Management had also been deliberate in cutting down on S&M expenses and combined with its acceleration revenue growth, its adjusted EBITDA margin has improved massively to -20.7% during the quarter. This is compared to -40% in 2Q22 and -120.3% a year ago.Sufficient Cash Reserves To Pay off Convertible NotesSE 10-QOne of the biggest concerns about Sea Limited for investors is the cash burn rate, as they fear that the company does not have enough sufficient cash reserves to pay off convertible notes maturing in 2026. However, not only did the cash outflow slow in Q3 2022, but the management has also hinted that there are sufficient cash reserves to pay off the convertible notes:“We aim to continue to maintain a net cash position, after budgeting for the full retirement in cash of outstanding convertible bonds and assuming no external funding.”ConclusionOverall, this was a pretty decent quarter for Sea Limited, as we could see that they had made huge improvements on the road to profitability, particularly for Shopee. While that comes at a growth trade-off, management has indicated that Shopee can reaccelerate its growth after attaining profitability in FY23, which is pulled forward from FY25 as guided previously.Garena's results continue to be a concern as macro seems to have a longer-than-expected impact on its user base and its profitability as a result has been trending downwards over the past couple of quarters. Management has been working hard on its gaming pipelines, although the uncertainty lies in the successes of these new games and whether they could reaccelerate their growth in the future.SeaBank has been growing its top line really quickly and huge improvements were made on the bottom line as well. Furthermore, the overall credit business is profitable and is generating positive cash flow, and has been increasingly making up a larger proportion of its total revenue. I continue to believe that this can be a potential growth driver for Sea Limited.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966467718,"gmtCreate":1669616227234,"gmtModify":1676538214244,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9966467718","repostId":"1198835584","repostType":4,"repost":{"id":"1198835584","pubTimestamp":1669589744,"share":"https://www.laohu8.com/m/news/1198835584?lang=&edition=full","pubTime":"2022-11-28 06:55","market":"us","language":"en","title":"Jobs, Housing Data, GDP Bring Investors Into December: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1198835584","media":"Yahoo Finance","summary":"Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the wee","content":"<html><head></head><body><p>Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last interest rate hike of the year.</p><p><img src=\"https://static.tigerbbs.com/07e084694ac7c797625be53771937802\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>The government’s monthly employment report, data on the housing market, a second look at GDP growth, PCE inflation, and a reading on consumer confidence are among the many highlights of a busy economic calendar in the coming days.</p><p>The Labor Department’s latest employment report, set for release at 8:30 a.m. ET Friday morning, will highlight the schedule.</p><p>Economists expect nonfarm payrolls rose by 200,000 last month, according to estimates from Bloomberg. If realized, the number would mark another downtrend in the labor market but reflect still-robust hiring on a historical basis.</p><p>Strong labor market readings havestoked worries that Fed officials will stay the courseon aggressive rate hikes and overshoot on monetary tightening.</p><p>“Recent monthly data from the advanced economies have tended to exceed analysts’ gloomy expectations, “ Capital Economics chief global economist Jennifer McKeown said in a recent note. “However, this resilience probably also reflects a lag before higher interest rates transmit to the economy and firms are forced to reduce employment.”</p><p>On the inflation front, investors will be watching the personal consumption expenditures' (PCE) price index out Thursday to see whether the recent trend of easing inflation holds up. On a monthly basis, PCE is expected to show a 0.4% rise in October, up from 0.3% during the prior month, according to Bloomberg estimates. Over the prior year, PCE inflation is expected to have eased to a rate of 6% from 6.2% previously.</p><p>According to Bank of America’sNovember fund manager survey, investors do not expect the Fed to pivot – or change course on rate hikes – until U.S. PCE inflation falls below 4%.</p><p>For traders, this year's action has been all about what the Federal Reserve will do next, and fresh economic figures should offer clues about whether a 50- or 75-basis-point increase in the Fed's benchmark interest rate range awaits investors in mid-December.</p><p>As of Sunday morning,markets were pricing ina roughly 75% chance the Federal Reserve will deliver a 50-basis-point rate hike following the conclusion of its next meeting on December 15, data from the CME Group showed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fa8de8c2a5adf749e95d135caffd002\" tg-width=\"705\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/><span>Federal Reserve Board Chairman Jerome Powell arrives to speak during a news conference in Washington, DC, on November 2, 2022.</span></p><p>Areadout of minutes from the Fed’s November meetingalso indicated a “substantial majority” of officials believe it will soon be time to slow the current pace of increases. But a strong November jobs report and higher than expected PCE figure may dash deceleration hopes.</p><p>“It’s premature in my mind to take anything off the table,” San Francisco Fed PresidentMary Daly said last weekwhen asked whether a 75-basis point rate hike is still possible. “I’m going into the [Fed's December 14-15] meeting with the full range of adjustments that we could make on the table and not taking off prematurely.”</p><p>While investors are hopeful for a meaningful slowdown in inflation and a subsequent policy shift over the next year, some Wall Street strategists are raising doubts about the Federal Reserve’s ability to fulfill its goals of maximum employment, stable prices, and moderate long-term interest rates.</p><p>Strategists at theBlackRock Investment Institute warned last weekglobal investors are in a “new macro regime where central banks are causing recessions rather than coming to the rescue.”</p><p>“That is clear in the rate path of major central banks set to overtighten policy as they battle inflation,” BlackRock's team, led by Jean Boivin, said in weekly commentary. “We think they will eventually pause but not cut rates when confronted with the damage of sharp rate hikes – that could be the reality of recession or the appearance of financial cracks, as seen in the U.K.”</p><p>Billionaire hedge funder Bill Ackman alsosaid in a recent call with investorsinterest rates are "meaningfully below where they are going to go,” and the firm does not believe the Federal Reserve will be able to get inflation back to a consistent 2% level.</p><p>"We think that is, of course, a risk for equities," Ackman said. "And part of our thesis is we think inflation is going to be structurally higher."</p><p>Elsewhere in economic data this week, a second estimate of third-quarter GDP, Case-Shiller home price data, manufacturing activity gauges, and the Conference Board’s measure of consumer confidence are all on tap.</p><p>Investors are ready to close the curtains on the latest earnings season, but some standout reports will still be released, including Hewlett Packard Enterprise (HPE), Salesforce (CRM), Dollar General (DG), and Kroger (KR).</p><p>Last week, U.S. markets continued to build on recent moment in a week of trading shortened by the Thanksgiving holiday.</p><p>The S&P 500ended modestly loweron Black Friday but finished the week in the green, up roughly 1.5%. The Dow Jones Industrial Average and Nasdaq Composite also advanced over the three and a half-day trading period, each rising 1.8% and 0.7%, respectively.</p><h2>Economic Calendar</h2><p><b>Monday:</b> <b><i>Dallas Fed Manufacturing Activity</i></b>, November (-23.0 expected, -19.4 during prior month)</p><p><b>Tuesday:</b> <b><i>FHFA Housing Pricing Index</i></b>, September (-1.3% expected, -0.7% during prior month); <b><i>House Price Purchasing Index</i></b>, Q3 (4.0% during prior quarter); <b><i>S&P CoreLogic Case-Shiller 20-City Composite</i></b>, month-over-month, September (-1.15% expected, -1.32% during prior month); <b><i>S&P CoreLogic Case-Shiller 20-City Composite</i></b>, year-over-year, September (10.65% expected, 13.08% during prior month); <b><i>S&P CoreLogic Case-Shiller U.S. National Home Price Index</i></b>(12.99% during prior month); <b><i>Conference Board Consumer Confidence</i></b>, November (100.0 expected, 102.5 during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended Nov. 25 (2.2% during prior week); <b><i>ADP Employment Change</i></b>, November (195,000 expected, 239,000 during prior month); <b><i>GDP Annualized</i></b>, quarter-over-quarter, Q3 second estimate (2.7% expected, 2.6% prior estimate);<b><i>Personal Consumption</i></b>, quarter-over-quarter, Q3 second estimate (1.5% expected, 1.4% prior estimate); <b><i>GDP Price Index</i></b>, quarter-over-quarter, Q3 second estimate (4.1% expected, 4.1% prior estimate); <b><i>Core PCE</i></b>, quarter-over-quarter, Q3 second estimate (4.5% prior estimate); <b><i>Advance Goods Trade Balance</i></b>, September (-$90.2 billion expected, -$92.2 billion during prior month); <b><i>Wholesale Inventories</i></b>, month-over-month, October preliminary (0.5% expected, 0.6% during prior month); <b><i>Retail Inventories</i></b>, month-over-month, October (0.4% during prior month);<b><i>MNI Chicago PMI,</i></b>November (47.0 expected, 45.2 during prior month); <b><i>PendingHome Sales</i></b>, month-over-month, October (-5.2% expected, -10.2% during prior month); <b><i>JOLTS Job Openings</i></b>, October (10.325 million expected, 10.717 million during prior month); <b><i>Federal Reserve Beige Book</i></b></p><p><b>Thursday:</b> <b><i>Challenger Job Cuts</i></b>, year-over-year, November (48.3% during prior month); <b><i>Personal Income</i></b>, October (0.4% expected, 0.4% during prior month); <b><i>Personal Spending</i></b>, October (0.6% expected, 0.8% during prior month); <b><i>PCE Deflator</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month);<b><i>PCE Deflator</i></b>, year-over-year, October (6.0% expected, 6.2% during prior month); <b><i>PCE Core Deflator</i></b>, month-over-month, October (0.3% expected, 0.5% during prior month); <b><i>PCE Core Deflator</i></b>, year-over-year, October (5.0% expected, 5.1% during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 26 (240,000 during prior week); <b><i>Continuing Claims,</i></b>week ended Nov. 19 (1.551 million during prior week); <b><i>S&P Global U.S. Manufacturing PMI</i></b>, November final (49.8 expected, 50.2 during prior month); <b><i>Construction Spending</i></b>, month-over-month, October (-0.2% expected, -0.2% during prior month); <b><i>ISM Manufacturing</i></b>, November (49.8 expected, 50.2 during prior month); <b><i>ISM Prices Paid</i></b>, November (46.6 during prior month); <b><i>ISM New Orders</i></b>, September (49.2 during prior month); <b><i>ISM Employment</i></b>, November (50.0 during prior month); <b><i>WARDS Total Vehicle Sales</i></b>, November (14.90 million expected, 14.90 prior month)</p><p><b>Friday:</b><b><i>Change in Nonfarm Payrolls</i></b>, November (200,000 expected, 216,000 during prior month); <b><i>Unemployment Rate</i></b>, November (3.7% expected, 3.7% during prior month); <b><i>Average Hourly Earnings</i></b>, month-over-month, November (0.3% expected, 0.4% during prior month);<b><i>Average Hourly Earnings</i></b>, year-over-year, November (4.6% expected, 4.7% prior month); <b><i>Average Weekly Hours All Employees</i></b>, November (34.5 expected, 34.5 during prior month); <b><i>Labor Force Participation Rate</i></b>, November (62.3% expected, 62.3% during prior month); <b><i>Underemployment Rate</i></b>, November (60.8% prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><p><img src=\"https://static.tigerbbs.com/a40d1324fad197369d0fd7fc5d75b1b5\" tg-width=\"2027\" tg-height=\"1426\" referrerpolicy=\"no-referrer\"/></p><p><b>Monday:</b> Arrowhead (ARWR), AZEK (AZEK)</p><p><b>Tuesday:</b> Baozun (BZUN), Bilibili (BILI), Compass Minerals (CMP), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Hibbett (HIBB), Intuit (INTU), NetApp (NTAP), Workday (WDAY)</p><p><b>Wednesday:</b> Donaldson (DCI), Five Below (FIVE), Frontline (FRO), Hormel Foods (HRL), La-Z-Boy (LZB), Nutanix (NTNX), Okta (OKTA), Petco Health and Wellness (WOOF), Pure Storage (PSTG), PVH (PVH), Royal Bank of Canada (RY), Salesforce (CRM), Snowflake (SNOW), Splunk (SPLK), Synopsys (SNPS), Titan Machinery (TITN), Victoria's Secret (VSCO)</p><p><b>Thursday:</b> Ambarella (AMBA), American Outdoor Brands (AOUT), Big Lots (BIG), ChargePoint (CHPT), Designer Brands (DBI), Dollar General (DG), G-III Apparel (GIII), Kroger (KR), Li Auto (LI), Manchester United (MANU), Marvell Technology (MRVL), Patterson Companies (PDCO), Toronto-Dominion Bank (TD), Ulta Beauty (ULTA), Veeva Systems (VEEV), Weber (WEBR), Zscaler (ZS)</p><p><b>Friday:</b> Cracker Barrel (CBRL), Genesco (GCO)</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>Jobs, Housing Data, GDP Bring Investors Into December: 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; 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\">\nJobs, Housing Data, GDP Bring Investors Into December: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 06:55 GMT+8 <a href=https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198835584","content_text":"Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last interest rate hike of the year.The government’s monthly employment report, data on the housing market, a second look at GDP growth, PCE inflation, and a reading on consumer confidence are among the many highlights of a busy economic calendar in the coming days.The Labor Department’s latest employment report, set for release at 8:30 a.m. ET Friday morning, will highlight the schedule.Economists expect nonfarm payrolls rose by 200,000 last month, according to estimates from Bloomberg. If realized, the number would mark another downtrend in the labor market but reflect still-robust hiring on a historical basis.Strong labor market readings havestoked worries that Fed officials will stay the courseon aggressive rate hikes and overshoot on monetary tightening.“Recent monthly data from the advanced economies have tended to exceed analysts’ gloomy expectations, “ Capital Economics chief global economist Jennifer McKeown said in a recent note. “However, this resilience probably also reflects a lag before higher interest rates transmit to the economy and firms are forced to reduce employment.”On the inflation front, investors will be watching the personal consumption expenditures' (PCE) price index out Thursday to see whether the recent trend of easing inflation holds up. On a monthly basis, PCE is expected to show a 0.4% rise in October, up from 0.3% during the prior month, according to Bloomberg estimates. Over the prior year, PCE inflation is expected to have eased to a rate of 6% from 6.2% previously.According to Bank of America’sNovember fund manager survey, investors do not expect the Fed to pivot – or change course on rate hikes – until U.S. PCE inflation falls below 4%.For traders, this year's action has been all about what the Federal Reserve will do next, and fresh economic figures should offer clues about whether a 50- or 75-basis-point increase in the Fed's benchmark interest rate range awaits investors in mid-December.As of Sunday morning,markets were pricing ina roughly 75% chance the Federal Reserve will deliver a 50-basis-point rate hike following the conclusion of its next meeting on December 15, data from the CME Group showed.Federal Reserve Board Chairman Jerome Powell arrives to speak during a news conference in Washington, DC, on November 2, 2022.Areadout of minutes from the Fed’s November meetingalso indicated a “substantial majority” of officials believe it will soon be time to slow the current pace of increases. But a strong November jobs report and higher than expected PCE figure may dash deceleration hopes.“It’s premature in my mind to take anything off the table,” San Francisco Fed PresidentMary Daly said last weekwhen asked whether a 75-basis point rate hike is still possible. “I’m going into the [Fed's December 14-15] meeting with the full range of adjustments that we could make on the table and not taking off prematurely.”While investors are hopeful for a meaningful slowdown in inflation and a subsequent policy shift over the next year, some Wall Street strategists are raising doubts about the Federal Reserve’s ability to fulfill its goals of maximum employment, stable prices, and moderate long-term interest rates.Strategists at theBlackRock Investment Institute warned last weekglobal investors are in a “new macro regime where central banks are causing recessions rather than coming to the rescue.”“That is clear in the rate path of major central banks set to overtighten policy as they battle inflation,” BlackRock's team, led by Jean Boivin, said in weekly commentary. “We think they will eventually pause but not cut rates when confronted with the damage of sharp rate hikes – that could be the reality of recession or the appearance of financial cracks, as seen in the U.K.”Billionaire hedge funder Bill Ackman alsosaid in a recent call with investorsinterest rates are \"meaningfully below where they are going to go,” and the firm does not believe the Federal Reserve will be able to get inflation back to a consistent 2% level.\"We think that is, of course, a risk for equities,\" Ackman said. \"And part of our thesis is we think inflation is going to be structurally higher.\"Elsewhere in economic data this week, a second estimate of third-quarter GDP, Case-Shiller home price data, manufacturing activity gauges, and the Conference Board’s measure of consumer confidence are all on tap.Investors are ready to close the curtains on the latest earnings season, but some standout reports will still be released, including Hewlett Packard Enterprise (HPE), Salesforce (CRM), Dollar General (DG), and Kroger (KR).Last week, U.S. markets continued to build on recent moment in a week of trading shortened by the Thanksgiving holiday.The S&P 500ended modestly loweron Black Friday but finished the week in the green, up roughly 1.5%. The Dow Jones Industrial Average and Nasdaq Composite also advanced over the three and a half-day trading period, each rising 1.8% and 0.7%, respectively.Economic CalendarMonday: Dallas Fed Manufacturing Activity, November (-23.0 expected, -19.4 during prior month)Tuesday: FHFA Housing Pricing Index, September (-1.3% expected, -0.7% during prior month); House Price Purchasing Index, Q3 (4.0% during prior quarter); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, September (-1.15% expected, -1.32% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, September (10.65% expected, 13.08% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index(12.99% during prior month); Conference Board Consumer Confidence, November (100.0 expected, 102.5 during prior month)Wednesday: MBA Mortgage Applications, week ended Nov. 25 (2.2% during prior week); ADP Employment Change, November (195,000 expected, 239,000 during prior month); GDP Annualized, quarter-over-quarter, Q3 second estimate (2.7% expected, 2.6% prior estimate);Personal Consumption, quarter-over-quarter, Q3 second estimate (1.5% expected, 1.4% prior estimate); GDP Price Index, quarter-over-quarter, Q3 second estimate (4.1% expected, 4.1% prior estimate); Core PCE, quarter-over-quarter, Q3 second estimate (4.5% prior estimate); Advance Goods Trade Balance, September (-$90.2 billion expected, -$92.2 billion during prior month); Wholesale Inventories, month-over-month, October preliminary (0.5% expected, 0.6% during prior month); Retail Inventories, month-over-month, October (0.4% during prior month);MNI Chicago PMI,November (47.0 expected, 45.2 during prior month); PendingHome Sales, month-over-month, October (-5.2% expected, -10.2% during prior month); JOLTS Job Openings, October (10.325 million expected, 10.717 million during prior month); Federal Reserve Beige BookThursday: Challenger Job Cuts, year-over-year, November (48.3% during prior month); Personal Income, October (0.4% expected, 0.4% during prior month); Personal Spending, October (0.6% expected, 0.8% during prior month); PCE Deflator, month-over-month, October (0.4% expected, 0.3% during prior month);PCE Deflator, year-over-year, October (6.0% expected, 6.2% during prior month); PCE Core Deflator, month-over-month, October (0.3% expected, 0.5% during prior month); PCE Core Deflator, year-over-year, October (5.0% expected, 5.1% during prior month); Initial Jobless Claims, week ended Nov. 26 (240,000 during prior week); Continuing Claims,week ended Nov. 19 (1.551 million during prior week); S&P Global U.S. Manufacturing PMI, November final (49.8 expected, 50.2 during prior month); Construction Spending, month-over-month, October (-0.2% expected, -0.2% during prior month); ISM Manufacturing, November (49.8 expected, 50.2 during prior month); ISM Prices Paid, November (46.6 during prior month); ISM New Orders, September (49.2 during prior month); ISM Employment, November (50.0 during prior month); WARDS Total Vehicle Sales, November (14.90 million expected, 14.90 prior month)Friday:Change in Nonfarm Payrolls, November (200,000 expected, 216,000 during prior month); Unemployment Rate, November (3.7% expected, 3.7% during prior month); Average Hourly Earnings, month-over-month, November (0.3% expected, 0.4% during prior month);Average Hourly Earnings, year-over-year, November (4.6% expected, 4.7% prior month); Average Weekly Hours All Employees, November (34.5 expected, 34.5 during prior month); Labor Force Participation Rate, November (62.3% expected, 62.3% during prior month); Underemployment Rate, November (60.8% prior month)—Earnings CalendarMonday: Arrowhead (ARWR), AZEK (AZEK)Tuesday: Baozun (BZUN), Bilibili (BILI), Compass Minerals (CMP), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Hibbett (HIBB), Intuit (INTU), NetApp (NTAP), Workday (WDAY)Wednesday: Donaldson (DCI), Five Below (FIVE), Frontline (FRO), Hormel Foods (HRL), La-Z-Boy (LZB), Nutanix (NTNX), Okta (OKTA), Petco Health and Wellness (WOOF), Pure Storage (PSTG), PVH (PVH), Royal Bank of Canada (RY), Salesforce (CRM), Snowflake (SNOW), Splunk (SPLK), Synopsys (SNPS), Titan Machinery (TITN), Victoria's Secret (VSCO)Thursday: Ambarella (AMBA), American Outdoor Brands (AOUT), Big Lots (BIG), ChargePoint (CHPT), Designer Brands (DBI), Dollar General (DG), G-III Apparel (GIII), Kroger (KR), Li Auto (LI), Manchester United (MANU), Marvell Technology (MRVL), Patterson Companies (PDCO), Toronto-Dominion Bank (TD), Ulta Beauty (ULTA), Veeva Systems (VEEV), Weber (WEBR), Zscaler (ZS)Friday: Cracker Barrel (CBRL), Genesco (GCO)","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929427327,"gmtCreate":1670723232969,"gmtModify":1676538422933,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9929427327","repostId":"2290229531","repostType":4,"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969438175,"gmtCreate":1668488119798,"gmtModify":1676538064996,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"5 Billion arh 5 Billion","listText":"5 Billion arh 5 Billion","text":"5 Billion arh 5 Billion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9969438175","repostId":"2283255319","repostType":4,"repost":{"id":"2283255319","pubTimestamp":1668485141,"share":"https://www.laohu8.com/m/news/2283255319?lang=&edition=full","pubTime":"2022-11-15 12:05","market":"us","language":"en","title":"Buffett Takes $5 Billion Stake in TSMC, Sparking Surge in Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2283255319","media":"Bloomberg","summary":"(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. took a stake of about $5 billion in Taiwan S","content":"<html><head></head><body><p>(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. took a stake of about $5 billion in <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, a sign the legendary investor thinks the world’s leading chipmaker has bottomed out after a selloff of more than $250 billion. Shares surged.</p><p>The Omaha-based conglomerate acquired about 60 million American depository receipts in TSMC in the three months ended September, it said in a filing. The Taiwanese company produces semiconductors for clients like Nvidia Corp. and Qualcomm Inc. and is the exclusive supplier of Apple Inc.’s custom Silicon chips. Apple remains the most valuable single holding in Berkshire’s portfolio.</p><p>Assuming Buffett bought <a href=\"https://laohu8.com/S/TSM\">TSMC</a>’s ADRs at the average price for the third quarter, the stake would have cost him $5.1 billion. They currently trade at $72.80. TSMC’s shares rose as much as 9.4% in Taiwan after the disclosure, the largest intraday increase in more than two years.</p><p>The 92-year-old Buffett long shied away from the tech industry, making the case that he didn’t want to invest in businesses that he didn’t fully understand. That stance changed in recent years, however, and he has dedicated an increasing proportion of his company’s investments to the tech sector.</p><p>Chipmaking is one segment that promises sustained growth over the coming years as it’s essential to the expansion of nascent industries like self-driving and electric cars, artificial intelligence and connected home applications. Expansion of cloud services like Amazon.com Inc.’s AWS also promises to bring in more orders for silicon that goes into vast data centers.</p><p>What Bloomberg Intelligence Says</p><blockquote>Technology’s deep-red bond returns this year may mask the robust cash flows and fortified balance sheets that underlie the sector. These traits could lead to outperformance in 2023 as investors weigh the potential for a recession. Tight spreads and limited rating downside underpin the sector’s strength.-- Robert Schiffman, BI analyst</blockquote><p>TSMC, which has taken over from Intel Corp. as the firm advancing the cutting edge of chipmaking, has also emerged as a strategically vital player. TSMC has the manufacturing prowess to make the world’s most advanced chips, instrumental to advancing every nation’s future commercial industries like EVs and AI.</p><p>TSMC shares at home in Taiwan had dropped 28% this year through Monday’s close, as demand for chips has slowed with the economic downturn and investors fretting about oversupply. The company said in October it pulled back on capital spending to about $36 billion this year, which would still be a record high, down from at least $40 billion planned previously.</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>Buffett Takes $5 Billion Stake in TSMC, Sparking Surge in Shares</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\">\nBuffett Takes $5 Billion Stake in TSMC, Sparking Surge in Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-15 12:05 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-11-15/buffett-bets-5-billion-on-chipmaking-with-new-stake-in-tsmc><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. took a stake of about $5 billion in Taiwan Semiconductor Manufacturing Co., a sign the legendary investor thinks the world’s leading chipmaker ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-15/buffett-bets-5-billion-on-chipmaking-with-new-stake-in-tsmc\">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","BRK.A":"伯克希尔"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-15/buffett-bets-5-billion-on-chipmaking-with-new-stake-in-tsmc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283255319","content_text":"(Bloomberg) -- Warren Buffett’s Berkshire Hathaway Inc. took a stake of about $5 billion in Taiwan Semiconductor Manufacturing Co., a sign the legendary investor thinks the world’s leading chipmaker has bottomed out after a selloff of more than $250 billion. Shares surged.The Omaha-based conglomerate acquired about 60 million American depository receipts in TSMC in the three months ended September, it said in a filing. The Taiwanese company produces semiconductors for clients like Nvidia Corp. and Qualcomm Inc. and is the exclusive supplier of Apple Inc.’s custom Silicon chips. Apple remains the most valuable single holding in Berkshire’s portfolio.Assuming Buffett bought TSMC’s ADRs at the average price for the third quarter, the stake would have cost him $5.1 billion. They currently trade at $72.80. TSMC’s shares rose as much as 9.4% in Taiwan after the disclosure, the largest intraday increase in more than two years.The 92-year-old Buffett long shied away from the tech industry, making the case that he didn’t want to invest in businesses that he didn’t fully understand. That stance changed in recent years, however, and he has dedicated an increasing proportion of his company’s investments to the tech sector.Chipmaking is one segment that promises sustained growth over the coming years as it’s essential to the expansion of nascent industries like self-driving and electric cars, artificial intelligence and connected home applications. Expansion of cloud services like Amazon.com Inc.’s AWS also promises to bring in more orders for silicon that goes into vast data centers.What Bloomberg Intelligence SaysTechnology’s deep-red bond returns this year may mask the robust cash flows and fortified balance sheets that underlie the sector. These traits could lead to outperformance in 2023 as investors weigh the potential for a recession. Tight spreads and limited rating downside underpin the sector’s strength.-- Robert Schiffman, BI analystTSMC, which has taken over from Intel Corp. as the firm advancing the cutting edge of chipmaking, has also emerged as a strategically vital player. TSMC has the manufacturing prowess to make the world’s most advanced chips, instrumental to advancing every nation’s future commercial industries like EVs and AI.TSMC shares at home in Taiwan had dropped 28% this year through Monday’s close, as demand for chips has slowed with the economic downturn and investors fretting about oversupply. The company said in October it pulled back on capital spending to about $36 billion this year, which would still be a record high, down from at least $40 billion planned previously.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"content":"Money drop from sky","text":"Money drop from sky","html":"Money drop from sky"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026778984,"gmtCreate":1653438531748,"gmtModify":1676535281906,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026778984","repostId":"2237820378","repostType":4,"repost":{"id":"2237820378","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653437439,"share":"https://www.laohu8.com/m/news/2237820378?lang=&edition=full","pubTime":"2022-05-25 08:10","market":"us","language":"en","title":"Ray Dalio Says \"Cash Is Still Trash\", but Stocks Are Trashier","url":"https://stock-news.laohu8.com/highlight/detail?id=2237820378","media":"Dow Jones","summary":"It wouldn't be Davos week without a CNBC exclusive interview with Bridgewater Associates' Ray Dalio,","content":"<html><head></head><body><p>It wouldn't be Davos week without a CNBC exclusive interview with Bridgewater Associates' Ray Dalio, the founder of the world's largest hedge fund by assets under management and one of the most closely followed market commentators -- at least, in the US.</p><p>Dalio has become well known in recent years for explaining his long-term thesis about the US economy and assets in a series of lengthy LinkedIn articles which he has also compiled into book form. And fortunately for those who are trying to decode his musings, his outlook hasn't actually changed all that much since the start of the pandemic.</p><p>Toward the beginning of Tuesday's interview, CNBC's Andrew Ross Sorkin cut to the chase and asked Dalio directly: is cash still "trash"? Dalio has been criticizing investors who opted to keep their powder dry for years now, repeating his mantra even as markets cratered during the spring of 2020.</p><p>And now?</p><p>"Of course cash is still trash," Dalio replied. "Do you know how fast you're losing buying power in cash?"</p><p>Unfortunately, this doesn't mean that investors will be much better off keeping their money in stocks or bonds, because "equities are trashier".</p><p>During a time when inflation is weighing heavily on real returns, Dalio said investors would be better off with 'real' assets like real estate -- a position that was reflected yesterday in a piece by Guggenheim's Scott Minerd, who said he expects real estate and art to outperform stocks over the next five years.</p><p>After a decade of blockbuster equity returns, Dalio explained that the problem is too many investors are crowded into stocks. And while the past few months have been characterized by relentless selling, there's still plenty of froth that needs to be taken out of the market before an equilibrium can be achieved.</p><p>"Here's the dynamic that I think is a problem: everybody is long equities, and everybody wants everything to go up."</p><p>"The more they hype it the more it becomes somebody else's financial asset they're holding. You can't have that, so you're going to have an environment of negative real returns. Everything can't go up all the time, that system won't work that way," Dalio explained.</p><p>As the U.S. economy overheats and Americans struggle with the worst inflation in forty years and as inflation has become a global phenomenon, is it possible for the Federal Reserve to achieve its hoped-for 'soft landing' for the economy?</p><p>Dalio doesn't think so.</p><p>Can the Fed reduce demand without breaking the back of the economy? Sorkin asked. "The answer is no," Dalio replied.</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>Ray Dalio Says \"Cash Is Still Trash\", but Stocks Are Trashier</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\">\nRay Dalio Says \"Cash Is Still Trash\", but Stocks Are Trashier\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-25 08:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It wouldn't be Davos week without a CNBC exclusive interview with Bridgewater Associates' Ray Dalio, the founder of the world's largest hedge fund by assets under management and one of the most closely followed market commentators -- at least, in the US.</p><p>Dalio has become well known in recent years for explaining his long-term thesis about the US economy and assets in a series of lengthy LinkedIn articles which he has also compiled into book form. And fortunately for those who are trying to decode his musings, his outlook hasn't actually changed all that much since the start of the pandemic.</p><p>Toward the beginning of Tuesday's interview, CNBC's Andrew Ross Sorkin cut to the chase and asked Dalio directly: is cash still "trash"? Dalio has been criticizing investors who opted to keep their powder dry for years now, repeating his mantra even as markets cratered during the spring of 2020.</p><p>And now?</p><p>"Of course cash is still trash," Dalio replied. "Do you know how fast you're losing buying power in cash?"</p><p>Unfortunately, this doesn't mean that investors will be much better off keeping their money in stocks or bonds, because "equities are trashier".</p><p>During a time when inflation is weighing heavily on real returns, Dalio said investors would be better off with 'real' assets like real estate -- a position that was reflected yesterday in a piece by Guggenheim's Scott Minerd, who said he expects real estate and art to outperform stocks over the next five years.</p><p>After a decade of blockbuster equity returns, Dalio explained that the problem is too many investors are crowded into stocks. And while the past few months have been characterized by relentless selling, there's still plenty of froth that needs to be taken out of the market before an equilibrium can be achieved.</p><p>"Here's the dynamic that I think is a problem: everybody is long equities, and everybody wants everything to go up."</p><p>"The more they hype it the more it becomes somebody else's financial asset they're holding. You can't have that, so you're going to have an environment of negative real returns. Everything can't go up all the time, that system won't work that way," Dalio explained.</p><p>As the U.S. economy overheats and Americans struggle with the worst inflation in forty years and as inflation has become a global phenomenon, is it possible for the Federal Reserve to achieve its hoped-for 'soft landing' for the economy?</p><p>Dalio doesn't think so.</p><p>Can the Fed reduce demand without breaking the back of the economy? Sorkin asked. "The answer is no," Dalio replied.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237820378","content_text":"It wouldn't be Davos week without a CNBC exclusive interview with Bridgewater Associates' Ray Dalio, the founder of the world's largest hedge fund by assets under management and one of the most closely followed market commentators -- at least, in the US.Dalio has become well known in recent years for explaining his long-term thesis about the US economy and assets in a series of lengthy LinkedIn articles which he has also compiled into book form. And fortunately for those who are trying to decode his musings, his outlook hasn't actually changed all that much since the start of the pandemic.Toward the beginning of Tuesday's interview, CNBC's Andrew Ross Sorkin cut to the chase and asked Dalio directly: is cash still \"trash\"? Dalio has been criticizing investors who opted to keep their powder dry for years now, repeating his mantra even as markets cratered during the spring of 2020.And now?\"Of course cash is still trash,\" Dalio replied. \"Do you know how fast you're losing buying power in cash?\"Unfortunately, this doesn't mean that investors will be much better off keeping their money in stocks or bonds, because \"equities are trashier\".During a time when inflation is weighing heavily on real returns, Dalio said investors would be better off with 'real' assets like real estate -- a position that was reflected yesterday in a piece by Guggenheim's Scott Minerd, who said he expects real estate and art to outperform stocks over the next five years.After a decade of blockbuster equity returns, Dalio explained that the problem is too many investors are crowded into stocks. And while the past few months have been characterized by relentless selling, there's still plenty of froth that needs to be taken out of the market before an equilibrium can be achieved.\"Here's the dynamic that I think is a problem: everybody is long equities, and everybody wants everything to go up.\"\"The more they hype it the more it becomes somebody else's financial asset they're holding. You can't have that, so you're going to have an environment of negative real returns. Everything can't go up all the time, that system won't work that way,\" Dalio explained.As the U.S. economy overheats and Americans struggle with the worst inflation in forty years and as inflation has become a global phenomenon, is it possible for the Federal Reserve to achieve its hoped-for 'soft landing' for the economy?Dalio doesn't think so.Can the Fed reduce demand without breaking the back of the economy? Sorkin asked. \"The answer is no,\" Dalio replied.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914114162,"gmtCreate":1665199645056,"gmtModify":1676537572337,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9914114162","repostId":"2273833362","repostType":4,"repost":{"id":"2273833362","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665186683,"share":"https://www.laohu8.com/m/news/2273833362?lang=&edition=full","pubTime":"2022-10-08 07:51","market":"us","language":"en","title":"Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2273833362","media":"Dow Jones","summary":"A host of investors bet on Twitter stock as the shares fell after Elon Musk pulled away from his in","content":"<html><head></head><body><p>A host of investors bet on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through," Mr. Ricks said.</p><p>At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.</p><p>-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></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>Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwitter-Elon Musk Deal Has Offered Investors Several Big Opportunities\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-08 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of investors bet on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through," Mr. Ricks said.</p><p>At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.</p><p>-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISBC":"投资者银行","BK4534":"瑞士信贷持仓","BK4099":"汽车制造商","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4574":"无人驾驶","TWTR":"Twitter","BK4511":"特斯拉概念","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4508":"社交媒体","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","BK4581":"高盛持仓","BK4551":"寇图资本持仓","BK4579":"人工智能","QNETCN":"纳斯达克中美互联网老虎指数","BK4516":"特朗普概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273833362","content_text":"A host of investors bet on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week to close it as originally approved after months trying to step away. Some investors have already cashed in.But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.\"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,\" Mr. Ricks said.At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936183041,"gmtCreate":1662727239283,"gmtModify":1676537127866,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9936183041","repostId":"1120245102","repostType":4,"repost":{"id":"1120245102","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":1662724360,"share":"https://www.laohu8.com/m/news/1120245102?lang=&edition=full","pubTime":"2022-09-09 19:52","market":"us","language":"en","title":"Pre-Bell｜Dow Futures Gained Over 200 Points; This Internet Service Stock Surged 16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1120245102","media":"Tiger Newspress","summary":"U.S. stock futures rose Friday following a choppy trading session as traders considered Federal Rese","content":"<html><head></head><body><p>U.S. stock futures rose Friday following a choppy trading session as traders considered Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 210 points, or 0.66%, S&P 500 e-minis were up 29.25 points, or 0.73%, and Nasdaq 100 e-minis were up 118.5 points, or 0.96%.</p><p><img src=\"https://static.tigerbbs.com/d0b734c1bac36c6f75713e0e5a1c7b4b\" tg-width=\"263\" tg-height=\"123\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/DOCU\">Docusign</a></b>— Shares of the electronic signature company surged 16.4% after its quarterly numbers beat Wall Street expectations. DocuSign also shared revenue guidance for the third quarter above expectations and an outlook for the full year that fell in line with estimates.</p><p><b><a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a></b>— Zscaler soared 14.1% after posting strong results for the recent quarter. The cloud security company reported adjusted earnings of 25 cents a share on $318 million in revenue. Analysts surveyed by Refinitiv had anticipated earnings of 20 cents a share on revenues of $305 million.</p><p><b><a href=\"https://laohu8.com/S/RH\">Restoration Hardware</a></b>— The luxury home furnishing retailer’s stock fell 1% on the back of disappointing revenue guidance. RH expects third-quarter revenue to decline between 15% and 18%, more than a StreetAccount forecast for a 10.7% drop.</p><p><b><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a></b>— Shares of the space tourism company slipped 1.9% after Bernstein downgraded the stock to underperform, citing declining confidence in Virgin Galactic’s business as it burns through cash and delays flights.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b>— Tesla shares rose 1.3% in the premarket following news that the electric vehicle maker is considering building a lithium refinery for EV battery production in Texas this year, according to an application filed with the Texas Comptroller’s Office.</p><p><b><a href=\"https://laohu8.com/S/NAVI\">Navient</a></b>— Shares slipped 2.1% after Barclays downgraded the student loan servicer’s stockto equal weight. The firm said President Joe Biden’s debt forgiveness plan could hurt Navient’s earnings going forward.</p><p><b><a href=\"https://laohu8.com/S/REGN\">Regeneron Pharmaceuticals</a></b>— Regeneron’s stock moved about 1% higher in the premarket after Morgan Stanley upgraded shares to overweight following positive results from its eye drug trial. It comes a day after the stock soared nearly 19% on the back of those results.</p><p><b><a href=\"https://laohu8.com/S/ZUMZ\">Zumiez</a></b>— Shares of the clothing store company fell 13% in the premarket on the back of disappointing quarterly results. Zumiez earned 16 cents per share, below a StreetAccount estimate of 47 cents per share. The company’s gross margin was also below expectations.</p><p><b>Market News</b></p><p>Queen Elizabeth, Britain's longest-reigning monarch, the nation's figurehead and a towering presence on the world stage for seven decades, died peacefully at her home in Scotland on Thursday aged 96.</p><p><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b>’s Google pays billions of dollars each year to Apple Inc., Samsung Electronics Co. and other telecom giants to illegally maintain its spot as the No. 1 search engine, the US Justice Department told a federal judge Thursday.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> has told the state it is considering constructing a “battery-grade lithium hydroxide refining facility,” in Nueces County, which it has pitched as “the first of its kind in North America,” according to a newly-public application for tax breaks filed with the Texas Comptroller’s Office.</p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> agreed in June to pay roughly $7 million to the whistleblower whose allegations will be part of Elon Musk's case against the company, according to people familiar with the matter. The settlement was completed days before Peiter Zatko filed his whistleblower complaint in July.</p><p><b><a href=\"https://laohu8.com/S/DOCU\">Docusign</a></b>’s Fiscal second-quarter revenue increased 22% to $622.2 million, and it boosted its forecast for full-year billings to as high as $2.57 billion from $2.54 billion. Analysts, on average, projected $2.53 billion.</p><p><b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile US</a></b> on Thursday announced a $14 billion share buyback program that will run till September next year, as it seeks to reward shareholders after faring better than rivals.</p><p><b><a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp</a></b>, the blank-check company set to merge with former President Donald Trump’s social media firm, is reportedly giving itself three more months of life after failing to win a 12-month extension from shareholders to complete the deal.</p><p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b> has broken ground on two advanced chipmaking facilities in Ohio. It also announced the first phase of funding for its Ohio Semiconductor Education and Research Program. The first phase will provide $17.7M in funding to eight leading over three years as part of Intel's $50M commitment to Ohio higher education institutions over the next decade.</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>Pre-Bell｜Dow Futures Gained Over 200 Points; This Internet Service Stock Surged 16%</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\">\nPre-Bell｜Dow Futures Gained Over 200 Points; This Internet Service Stock Surged 16%\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\">2022-09-09 19:52</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 Friday following a choppy trading session as traders considered Federal Reserve Chair Jerome Powell’s latest comments on inflation.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were up 210 points, or 0.66%, S&P 500 e-minis were up 29.25 points, or 0.73%, and Nasdaq 100 e-minis were up 118.5 points, or 0.96%.</p><p><img src=\"https://static.tigerbbs.com/d0b734c1bac36c6f75713e0e5a1c7b4b\" tg-width=\"263\" tg-height=\"123\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/DOCU\">Docusign</a></b>— Shares of the electronic signature company surged 16.4% after its quarterly numbers beat Wall Street expectations. DocuSign also shared revenue guidance for the third quarter above expectations and an outlook for the full year that fell in line with estimates.</p><p><b><a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a></b>— Zscaler soared 14.1% after posting strong results for the recent quarter. The cloud security company reported adjusted earnings of 25 cents a share on $318 million in revenue. Analysts surveyed by Refinitiv had anticipated earnings of 20 cents a share on revenues of $305 million.</p><p><b><a href=\"https://laohu8.com/S/RH\">Restoration Hardware</a></b>— The luxury home furnishing retailer’s stock fell 1% on the back of disappointing revenue guidance. RH expects third-quarter revenue to decline between 15% and 18%, more than a StreetAccount forecast for a 10.7% drop.</p><p><b><a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a></b>— Shares of the space tourism company slipped 1.9% after Bernstein downgraded the stock to underperform, citing declining confidence in Virgin Galactic’s business as it burns through cash and delays flights.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b>— Tesla shares rose 1.3% in the premarket following news that the electric vehicle maker is considering building a lithium refinery for EV battery production in Texas this year, according to an application filed with the Texas Comptroller’s Office.</p><p><b><a href=\"https://laohu8.com/S/NAVI\">Navient</a></b>— Shares slipped 2.1% after Barclays downgraded the student loan servicer’s stockto equal weight. The firm said President Joe Biden’s debt forgiveness plan could hurt Navient’s earnings going forward.</p><p><b><a href=\"https://laohu8.com/S/REGN\">Regeneron Pharmaceuticals</a></b>— Regeneron’s stock moved about 1% higher in the premarket after Morgan Stanley upgraded shares to overweight following positive results from its eye drug trial. It comes a day after the stock soared nearly 19% on the back of those results.</p><p><b><a href=\"https://laohu8.com/S/ZUMZ\">Zumiez</a></b>— Shares of the clothing store company fell 13% in the premarket on the back of disappointing quarterly results. Zumiez earned 16 cents per share, below a StreetAccount estimate of 47 cents per share. The company’s gross margin was also below expectations.</p><p><b>Market News</b></p><p>Queen Elizabeth, Britain's longest-reigning monarch, the nation's figurehead and a towering presence on the world stage for seven decades, died peacefully at her home in Scotland on Thursday aged 96.</p><p><b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b>’s Google pays billions of dollars each year to Apple Inc., Samsung Electronics Co. and other telecom giants to illegally maintain its spot as the No. 1 search engine, the US Justice Department told a federal judge Thursday.</p><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> has told the state it is considering constructing a “battery-grade lithium hydroxide refining facility,” in Nueces County, which it has pitched as “the first of its kind in North America,” according to a newly-public application for tax breaks filed with the Texas Comptroller’s Office.</p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> agreed in June to pay roughly $7 million to the whistleblower whose allegations will be part of Elon Musk's case against the company, according to people familiar with the matter. The settlement was completed days before Peiter Zatko filed his whistleblower complaint in July.</p><p><b><a href=\"https://laohu8.com/S/DOCU\">Docusign</a></b>’s Fiscal second-quarter revenue increased 22% to $622.2 million, and it boosted its forecast for full-year billings to as high as $2.57 billion from $2.54 billion. Analysts, on average, projected $2.53 billion.</p><p><b><a href=\"https://laohu8.com/S/TMUS\">T-Mobile US</a></b> on Thursday announced a $14 billion share buyback program that will run till September next year, as it seeks to reward shareholders after faring better than rivals.</p><p><b><a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp</a></b>, the blank-check company set to merge with former President Donald Trump’s social media firm, is reportedly giving itself three more months of life after failing to win a 12-month extension from shareholders to complete the deal.</p><p><b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b> has broken ground on two advanced chipmaking facilities in Ohio. It also announced the first phase of funding for its Ohio Semiconductor Education and Research Program. The first phase will provide $17.7M in funding to eight leading over three years as part of Intel's $50M commitment to Ohio higher education institutions over the next decade.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120245102","content_text":"U.S. stock futures rose Friday following a choppy trading session as traders considered Federal Reserve Chair Jerome Powell’s latest comments on inflation.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were up 210 points, or 0.66%, S&P 500 e-minis were up 29.25 points, or 0.73%, and Nasdaq 100 e-minis were up 118.5 points, or 0.96%.Pre-Market MoversDocusign— Shares of the electronic signature company surged 16.4% after its quarterly numbers beat Wall Street expectations. DocuSign also shared revenue guidance for the third quarter above expectations and an outlook for the full year that fell in line with estimates.Zscaler Inc.— Zscaler soared 14.1% after posting strong results for the recent quarter. The cloud security company reported adjusted earnings of 25 cents a share on $318 million in revenue. Analysts surveyed by Refinitiv had anticipated earnings of 20 cents a share on revenues of $305 million.Restoration Hardware— The luxury home furnishing retailer’s stock fell 1% on the back of disappointing revenue guidance. RH expects third-quarter revenue to decline between 15% and 18%, more than a StreetAccount forecast for a 10.7% drop.Virgin Galactic— Shares of the space tourism company slipped 1.9% after Bernstein downgraded the stock to underperform, citing declining confidence in Virgin Galactic’s business as it burns through cash and delays flights.Tesla Motors— Tesla shares rose 1.3% in the premarket following news that the electric vehicle maker is considering building a lithium refinery for EV battery production in Texas this year, according to an application filed with the Texas Comptroller’s Office.Navient— Shares slipped 2.1% after Barclays downgraded the student loan servicer’s stockto equal weight. The firm said President Joe Biden’s debt forgiveness plan could hurt Navient’s earnings going forward.Regeneron Pharmaceuticals— Regeneron’s stock moved about 1% higher in the premarket after Morgan Stanley upgraded shares to overweight following positive results from its eye drug trial. It comes a day after the stock soared nearly 19% on the back of those results.Zumiez— Shares of the clothing store company fell 13% in the premarket on the back of disappointing quarterly results. Zumiez earned 16 cents per share, below a StreetAccount estimate of 47 cents per share. The company’s gross margin was also below expectations.Market NewsQueen Elizabeth, Britain's longest-reigning monarch, the nation's figurehead and a towering presence on the world stage for seven decades, died peacefully at her home in Scotland on Thursday aged 96.Alphabet’s Google pays billions of dollars each year to Apple Inc., Samsung Electronics Co. and other telecom giants to illegally maintain its spot as the No. 1 search engine, the US Justice Department told a federal judge Thursday.Tesla Motors has told the state it is considering constructing a “battery-grade lithium hydroxide refining facility,” in Nueces County, which it has pitched as “the first of its kind in North America,” according to a newly-public application for tax breaks filed with the Texas Comptroller’s Office.Twitter agreed in June to pay roughly $7 million to the whistleblower whose allegations will be part of Elon Musk's case against the company, according to people familiar with the matter. The settlement was completed days before Peiter Zatko filed his whistleblower complaint in July.Docusign’s Fiscal second-quarter revenue increased 22% to $622.2 million, and it boosted its forecast for full-year billings to as high as $2.57 billion from $2.54 billion. Analysts, on average, projected $2.53 billion.T-Mobile US on Thursday announced a $14 billion share buyback program that will run till September next year, as it seeks to reward shareholders after faring better than rivals.Digital World Acquisition Corp, the blank-check company set to merge with former President Donald Trump’s social media firm, is reportedly giving itself three more months of life after failing to win a 12-month extension from shareholders to complete the deal.Intel has broken ground on two advanced chipmaking facilities in Ohio. It also announced the first phase of funding for its Ohio Semiconductor Education and Research Program. The first phase will provide $17.7M in funding to eight leading over three years as part of Intel's $50M commitment to Ohio higher education institutions over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906277773,"gmtCreate":1659568340395,"gmtModify":1705981594242,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906277773","repostId":"2256491990","repostType":4,"repost":{"id":"2256491990","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1659568201,"share":"https://www.laohu8.com/m/news/2256491990?lang=&edition=full","pubTime":"2022-08-04 07:10","market":"us","language":"en","title":"Ebay Shares Gain Ground As Profits Top Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2256491990","media":"Dow Jones","summary":"eBay shares are headed higher late Wednesday after the online marketplace posted an upbeat earnings ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/EBAY\">eBay</a> shares are headed higher late Wednesday after the online marketplace posted an upbeat earnings report, which nonetheless demonstrated the impact of both a postpandemic slowdown and ongoing macro pressures.</p><p>For the quarter, eBay (ticker: EBAY) posted revenue of $2.4 billion, down 9% as reported, or 6% lower adjusted for currency. That was about in line with the Street consensus at $2.37 billion, and at the high end of the company's guidance range of $2.35 billion to $2.4 billion.</p><p>Gross merchandise value was $18.5 billion, down 18% as reported, or 14% adjusted for currency, but above the guidance range of $18.02 billion to $18.42 billion.</p><p>Adjusted profits were 99 cents a share, a dime better than the Street had expected, and ahead of the target range of 87 to 91 cents a share. Under generally accepted accounting principles, the company lost 96 cents a share. Non-GAAP operating margin was 28.7%, ahead of the target range of 26.5% to 27.5%. Advertising revenue inched up 4% from a year ago, to $275 million.</p><p>The company raised $242 million in the quarter from a sale of a portion of its stake in Kakao Bank, a South Korean fintech company, reducing its stake to $100 million. The company also raised $129 million from reducing its holdings in Ayden, a Dutch digital payments company, leaving it with a position worth $300 million. In the quarter, eBay bought back $1.4 billion of its common stock.</p><p>For the third quarter, eBay is projecting revenue of $2.29 billion to $2.37 billion, which would be down 2% to 5% from a year ago on a constant currency basis. The company sees profits of 89 to 95 cents a share on an adjusted basis, and 59 to 63 cents under GAAP accounting. Street consensus estimates have called for $2.3 billion in revenue and non-GAAP profits of 92 cents a share.</p><p>For the full year, eBay now sees revenue of $9.6 billion to $9.9 billion, off between 3% and 6% from 2021 on a constant currency basis, with profits on an adjusted basis of $3.95 to $4.10 a share. Under GAAP rules, the company expected to post a loss of between $1.83 and $1.98 a share. Current Street estimates call for $9.7 billion in revenue and adjusted profits of $3.98 a share.</p><p>"We had another strong quarter," eBay CEO Jamie Iannone said in an interview with Barron's. "The quarter was better than expected across the board, and we are on track with our guidance for the quarter and the year." He notes that the year-over-year declines in revenue and GMV reflect "lapping the strong period last year," with many people stuck at home due to Covid restrictions, as well as ongoing macro factors, including the war in Ukraine, the strong dollar and higher interest rates and inflation.</p><p>Iannone notes that the company continues to successfully expand its position in "focused categories," like collectible watches, trading cards, sneakers and jewelry. He also notes that the company in the quarter announced the acquisition of KnownOrigin, a marketplace for NFTs, or nonfungible tokens. He said that while it is "very, very early," eBay sees long-term opportunities in both physical and digital asset collecting.</p><p>eBay shares in late trading are 0.63% higher at $50.8.<img src=\"https://static.tigerbbs.com/10bf61edb6f4ebf6a4a6ffc91a9036ab\" tg-width=\"829\" tg-height=\"837\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>August 03, 2022 17:36 ET (21:36 GMT)</p><p>Copyright (c) 2022 Dow Jones & Company, Inc.</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>Ebay Shares Gain Ground As Profits Top Expectations</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\">\nEbay Shares Gain Ground As Profits Top Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-04 07:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/EBAY\">eBay</a> shares are headed higher late Wednesday after the online marketplace posted an upbeat earnings report, which nonetheless demonstrated the impact of both a postpandemic slowdown and ongoing macro pressures.</p><p>For the quarter, eBay (ticker: EBAY) posted revenue of $2.4 billion, down 9% as reported, or 6% lower adjusted for currency. That was about in line with the Street consensus at $2.37 billion, and at the high end of the company's guidance range of $2.35 billion to $2.4 billion.</p><p>Gross merchandise value was $18.5 billion, down 18% as reported, or 14% adjusted for currency, but above the guidance range of $18.02 billion to $18.42 billion.</p><p>Adjusted profits were 99 cents a share, a dime better than the Street had expected, and ahead of the target range of 87 to 91 cents a share. Under generally accepted accounting principles, the company lost 96 cents a share. Non-GAAP operating margin was 28.7%, ahead of the target range of 26.5% to 27.5%. Advertising revenue inched up 4% from a year ago, to $275 million.</p><p>The company raised $242 million in the quarter from a sale of a portion of its stake in Kakao Bank, a South Korean fintech company, reducing its stake to $100 million. The company also raised $129 million from reducing its holdings in Ayden, a Dutch digital payments company, leaving it with a position worth $300 million. In the quarter, eBay bought back $1.4 billion of its common stock.</p><p>For the third quarter, eBay is projecting revenue of $2.29 billion to $2.37 billion, which would be down 2% to 5% from a year ago on a constant currency basis. The company sees profits of 89 to 95 cents a share on an adjusted basis, and 59 to 63 cents under GAAP accounting. Street consensus estimates have called for $2.3 billion in revenue and non-GAAP profits of 92 cents a share.</p><p>For the full year, eBay now sees revenue of $9.6 billion to $9.9 billion, off between 3% and 6% from 2021 on a constant currency basis, with profits on an adjusted basis of $3.95 to $4.10 a share. Under GAAP rules, the company expected to post a loss of between $1.83 and $1.98 a share. Current Street estimates call for $9.7 billion in revenue and adjusted profits of $3.98 a share.</p><p>"We had another strong quarter," eBay CEO Jamie Iannone said in an interview with Barron's. "The quarter was better than expected across the board, and we are on track with our guidance for the quarter and the year." He notes that the year-over-year declines in revenue and GMV reflect "lapping the strong period last year," with many people stuck at home due to Covid restrictions, as well as ongoing macro factors, including the war in Ukraine, the strong dollar and higher interest rates and inflation.</p><p>Iannone notes that the company continues to successfully expand its position in "focused categories," like collectible watches, trading cards, sneakers and jewelry. He also notes that the company in the quarter announced the acquisition of KnownOrigin, a marketplace for NFTs, or nonfungible tokens. He said that while it is "very, very early," eBay sees long-term opportunities in both physical and digital asset collecting.</p><p>eBay shares in late trading are 0.63% higher at $50.8.<img src=\"https://static.tigerbbs.com/10bf61edb6f4ebf6a4a6ffc91a9036ab\" tg-width=\"829\" tg-height=\"837\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>August 03, 2022 17:36 ET (21:36 GMT)</p><p>Copyright (c) 2022 Dow Jones & Company, Inc.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","QNETCN":"纳斯达克中美互联网老虎指数","BK4524":"宅经济概念","EBAY":"eBay"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256491990","content_text":"eBay shares are headed higher late Wednesday after the online marketplace posted an upbeat earnings report, which nonetheless demonstrated the impact of both a postpandemic slowdown and ongoing macro pressures.For the quarter, eBay (ticker: EBAY) posted revenue of $2.4 billion, down 9% as reported, or 6% lower adjusted for currency. That was about in line with the Street consensus at $2.37 billion, and at the high end of the company's guidance range of $2.35 billion to $2.4 billion.Gross merchandise value was $18.5 billion, down 18% as reported, or 14% adjusted for currency, but above the guidance range of $18.02 billion to $18.42 billion.Adjusted profits were 99 cents a share, a dime better than the Street had expected, and ahead of the target range of 87 to 91 cents a share. Under generally accepted accounting principles, the company lost 96 cents a share. Non-GAAP operating margin was 28.7%, ahead of the target range of 26.5% to 27.5%. Advertising revenue inched up 4% from a year ago, to $275 million.The company raised $242 million in the quarter from a sale of a portion of its stake in Kakao Bank, a South Korean fintech company, reducing its stake to $100 million. The company also raised $129 million from reducing its holdings in Ayden, a Dutch digital payments company, leaving it with a position worth $300 million. In the quarter, eBay bought back $1.4 billion of its common stock.For the third quarter, eBay is projecting revenue of $2.29 billion to $2.37 billion, which would be down 2% to 5% from a year ago on a constant currency basis. The company sees profits of 89 to 95 cents a share on an adjusted basis, and 59 to 63 cents under GAAP accounting. Street consensus estimates have called for $2.3 billion in revenue and non-GAAP profits of 92 cents a share.For the full year, eBay now sees revenue of $9.6 billion to $9.9 billion, off between 3% and 6% from 2021 on a constant currency basis, with profits on an adjusted basis of $3.95 to $4.10 a share. Under GAAP rules, the company expected to post a loss of between $1.83 and $1.98 a share. Current Street estimates call for $9.7 billion in revenue and adjusted profits of $3.98 a share.\"We had another strong quarter,\" eBay CEO Jamie Iannone said in an interview with Barron's. \"The quarter was better than expected across the board, and we are on track with our guidance for the quarter and the year.\" He notes that the year-over-year declines in revenue and GMV reflect \"lapping the strong period last year,\" with many people stuck at home due to Covid restrictions, as well as ongoing macro factors, including the war in Ukraine, the strong dollar and higher interest rates and inflation.Iannone notes that the company continues to successfully expand its position in \"focused categories,\" like collectible watches, trading cards, sneakers and jewelry. He also notes that the company in the quarter announced the acquisition of KnownOrigin, a marketplace for NFTs, or nonfungible tokens. He said that while it is \"very, very early,\" eBay sees long-term opportunities in both physical and digital asset collecting.eBay shares in late trading are 0.63% higher at $50.8.August 03, 2022 17:36 ET (21:36 GMT)Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027702107,"gmtCreate":1654081535609,"gmtModify":1676535390614,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027702107","repostId":"1185841943","repostType":4,"repost":{"id":"1185841943","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":1654080330,"share":"https://www.laohu8.com/m/news/1185841943?lang=&edition=full","pubTime":"2022-06-01 18:45","market":"us","language":"en","title":"Tiger Chart | Top 10 S&P 500 Gainers For May","url":"https://stock-news.laohu8.com/highlight/detail?id=1185841943","media":"Tiger Newspress","summary":"Among top 10 S&P 500 gainers for last month, oil companies stood out, with Devon, Marathon Oil and O","content":"<html><head></head><body><p>Among top 10 S&P 500 gainers for last month, oil companies stood out, with <a href=\"https://laohu8.com/S/DVN\">Devon</a>, <a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a> and <a href=\"https://laohu8.com/S/OXY\">Occidental</a> surging over 25%.<img src=\"https://static.tigerbbs.com/d095e785df353539cbc0fc5eae92383f\" tg-width=\"1458\" tg-height=\"2049\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart | Top 10 S&P 500 Gainers For May</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\">\nTiger Chart | Top 10 S&P 500 Gainers For May\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\">2022-06-01 18:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Among top 10 S&P 500 gainers for last month, oil companies stood out, with <a href=\"https://laohu8.com/S/DVN\">Devon</a>, <a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a> and <a href=\"https://laohu8.com/S/OXY\">Occidental</a> surging over 25%.<img src=\"https://static.tigerbbs.com/d095e785df353539cbc0fc5eae92383f\" tg-width=\"1458\" tg-height=\"2049\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FANG":"Diamondback Energy","PXD":"先锋自然资源",".SPX":"S&P 500 Index","OXY":"西方石油","NRG":"NRG能源","EPAM":"Epam Systems","DVN":"德文能源","LUMN":"Lumen Technologies","DXC":"DXC Technology Company"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185841943","content_text":"Among top 10 S&P 500 gainers for last month, oil companies stood out, with Devon, Marathon Oil and Occidental surging over 25%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964460910,"gmtCreate":1670199590731,"gmtModify":1676538317737,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9964460910","repostId":"1174945241","repostType":4,"repost":{"id":"1174945241","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1670194470,"share":"https://www.laohu8.com/m/news/1174945241?lang=&edition=full","pubTime":"2022-12-05 06:54","market":"us","language":"en","title":"Costco, GameStop, Broadcom, Li Auto and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1174945241","media":"Dow Jones","summary":"It’s a relatively quiet week on the earnings and economic data fronts, but with several notable rele","content":"<html><head></head><body><p>It’s a relatively quiet week on the earnings and economic data fronts, but with several notable releases still coming.</p><p>Earnings reports will include AutoZone on Tuesday, then GameStop, Campbell Soup, and Brown-Forman on Wednesday. On Thursday, Costco Wholesale, Chewy, Lululemon Athletica, and Broadcom will release results.</p><p>Lowe’s and General Electric will host investor days on Wednesday and Thursday, respectively.</p><p>Li Auto willl will release results on Friday.<img src=\"https://static.tigerbbs.com/28abc954db905bad6ba34ece42e87fc0\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Economic data out this week will include the Institute for Supply Management’s Services Purchasing Managers’ Index for November on Monday. That’s expected to decline to 53, which would be the index’s lowest reading since May 2020.</p><p>Other economic data out this week will include the Bureau of Labor Statistics’ producer price index for November. Economists are looking for a rise of 7.2% from a year earlier for the headline index and a 5.9% one-year increase in the core PPI, which excludes food and energy prices.</p><p>Also on Friday, the University of Michigan will release its Consumer Sentiment Index for December, which is expected to tick up from November.</p><p><img src=\"https://static.tigerbbs.com/e6ea15c7cd71a2cb120d389147fdb7b2\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><h2>Monday 12/05</h2><p><b>The Institute for Supply</b> Management releases its Services Purchasing Managers’ Index for November. The consensus estimate is for a 53 reading, slightly lower than October’s 54.4. That was the lowest figure for the index since May 2020, as the services sector of the economy continues to slow.</p><h2>Tuesday 12/06</h2><p>AutoZone releases first-quarter fiscal-2023 results.</p><p>Fortune Brands & Home Security and Norfolk Southern hold their 2022 investor days.</p><h2>Wednesday 12/07</h2><p>Brown-Forman, Campbell Soup, and GameStop report earnings.</p><p>International Flavors & Fragrances and Southwest Airlines host their annual investor days.</p><p>Lowe’s holds its 2022 analyst and investor conference in New York. The company is expected to provide long-term financial targets.</p><p><b>The Federal Reserve r</b>eports consumer credit data for October. In September, total consumer debt rose at a seasonally adjusted annual rate of 6.4% and topped $4.7 trillion for the first time.</p><h2>Thursday 12/08</h2><p>Costco Wholesale reports first-quarter fiscal 2023 earnings. Shares of the membership-club discount retailer fell 7.3% this past week, as November sales, released on Wednesday, came up short of expectations.</p><p>Broadcom, Chewy, Cooper Cos., and Lululemon Athletica hold conference calls to discuss quarterly results.</p><p>General Electric holds an investor day in New York to discuss the GE HealthCare spinoff. GE shareholders will receive one share of GE HealthCare for every three shares owned. The spinoff is slated to take effect after the market close on Jan. 3, 2023. GE HealthCare will trade under the ticker GEHC on the Nasdaq exchange.</p><p>Cisco Systems and Medtronic hold their annual shareholder meetings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 3. Jobless claims averaged 228,750 in November and have crept higher from historically low levels since earlier this March.</p><h2>Friday 12/09</h2><p><b>The Bureau of Labor</b> Statistics releases the producer price index for November. Economists forecast the PPI to rise 7.2%, year over year, after an 8% jump in October. The core PPI, which excludes volatile food and energy prices, is expected to increase 5.9%, slower than the 6.7% gain previously. Softer-than-expected CPI and PPI readings in the past month have raised hopes that the Fed pivot—or at least pause—is almost here.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for December. The consensus estimate is for a 57.5 reading, about one point above November’s.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Costco, GameStop, Broadcom, Li Auto and Other Stocks to Watch 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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCostco, GameStop, Broadcom, Li Auto and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-12-05 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It’s a relatively quiet week on the earnings and economic data fronts, but with several notable releases still coming.</p><p>Earnings reports will include AutoZone on Tuesday, then GameStop, Campbell Soup, and Brown-Forman on Wednesday. On Thursday, Costco Wholesale, Chewy, Lululemon Athletica, and Broadcom will release results.</p><p>Lowe’s and General Electric will host investor days on Wednesday and Thursday, respectively.</p><p>Li Auto willl will release results on Friday.<img src=\"https://static.tigerbbs.com/28abc954db905bad6ba34ece42e87fc0\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Economic data out this week will include the Institute for Supply Management’s Services Purchasing Managers’ Index for November on Monday. That’s expected to decline to 53, which would be the index’s lowest reading since May 2020.</p><p>Other economic data out this week will include the Bureau of Labor Statistics’ producer price index for November. Economists are looking for a rise of 7.2% from a year earlier for the headline index and a 5.9% one-year increase in the core PPI, which excludes food and energy prices.</p><p>Also on Friday, the University of Michigan will release its Consumer Sentiment Index for December, which is expected to tick up from November.</p><p><img src=\"https://static.tigerbbs.com/e6ea15c7cd71a2cb120d389147fdb7b2\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><h2>Monday 12/05</h2><p><b>The Institute for Supply</b> Management releases its Services Purchasing Managers’ Index for November. The consensus estimate is for a 53 reading, slightly lower than October’s 54.4. That was the lowest figure for the index since May 2020, as the services sector of the economy continues to slow.</p><h2>Tuesday 12/06</h2><p>AutoZone releases first-quarter fiscal-2023 results.</p><p>Fortune Brands & Home Security and Norfolk Southern hold their 2022 investor days.</p><h2>Wednesday 12/07</h2><p>Brown-Forman, Campbell Soup, and GameStop report earnings.</p><p>International Flavors & Fragrances and Southwest Airlines host their annual investor days.</p><p>Lowe’s holds its 2022 analyst and investor conference in New York. The company is expected to provide long-term financial targets.</p><p><b>The Federal Reserve r</b>eports consumer credit data for October. In September, total consumer debt rose at a seasonally adjusted annual rate of 6.4% and topped $4.7 trillion for the first time.</p><h2>Thursday 12/08</h2><p>Costco Wholesale reports first-quarter fiscal 2023 earnings. Shares of the membership-club discount retailer fell 7.3% this past week, as November sales, released on Wednesday, came up short of expectations.</p><p>Broadcom, Chewy, Cooper Cos., and Lululemon Athletica hold conference calls to discuss quarterly results.</p><p>General Electric holds an investor day in New York to discuss the GE HealthCare spinoff. GE shareholders will receive one share of GE HealthCare for every three shares owned. The spinoff is slated to take effect after the market close on Jan. 3, 2023. GE HealthCare will trade under the ticker GEHC on the Nasdaq exchange.</p><p>Cisco Systems and Medtronic hold their annual shareholder meetings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 3. Jobless claims averaged 228,750 in November and have crept higher from historically low levels since earlier this March.</p><h2>Friday 12/09</h2><p><b>The Bureau of Labor</b> Statistics releases the producer price index for November. Economists forecast the PPI to rise 7.2%, year over year, after an 8% jump in October. The core PPI, which excludes volatile food and energy prices, is expected to increase 5.9%, slower than the 6.7% gain previously. Softer-than-expected CPI and PPI readings in the past month have raised hopes that the Fed pivot—or at least pause—is almost here.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for December. The consensus estimate is for a 57.5 reading, about one point above November’s.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通",".SPX":"S&P 500 Index","CHWY":"Chewy, Inc.",".DJI":"道琼斯","LULU":"lululemon athletica","GME":"游戏驿站","COST":"好市多","LI":"理想汽车",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174945241","content_text":"It’s a relatively quiet week on the earnings and economic data fronts, but with several notable releases still coming.Earnings reports will include AutoZone on Tuesday, then GameStop, Campbell Soup, and Brown-Forman on Wednesday. On Thursday, Costco Wholesale, Chewy, Lululemon Athletica, and Broadcom will release results.Lowe’s and General Electric will host investor days on Wednesday and Thursday, respectively.Li Auto willl will release results on Friday.Economic data out this week will include the Institute for Supply Management’s Services Purchasing Managers’ Index for November on Monday. That’s expected to decline to 53, which would be the index’s lowest reading since May 2020.Other economic data out this week will include the Bureau of Labor Statistics’ producer price index for November. Economists are looking for a rise of 7.2% from a year earlier for the headline index and a 5.9% one-year increase in the core PPI, which excludes food and energy prices.Also on Friday, the University of Michigan will release its Consumer Sentiment Index for December, which is expected to tick up from November.Monday 12/05The Institute for Supply Management releases its Services Purchasing Managers’ Index for November. The consensus estimate is for a 53 reading, slightly lower than October’s 54.4. That was the lowest figure for the index since May 2020, as the services sector of the economy continues to slow.Tuesday 12/06AutoZone releases first-quarter fiscal-2023 results.Fortune Brands & Home Security and Norfolk Southern hold their 2022 investor days.Wednesday 12/07Brown-Forman, Campbell Soup, and GameStop report earnings.International Flavors & Fragrances and Southwest Airlines host their annual investor days.Lowe’s holds its 2022 analyst and investor conference in New York. The company is expected to provide long-term financial targets.The Federal Reserve reports consumer credit data for October. In September, total consumer debt rose at a seasonally adjusted annual rate of 6.4% and topped $4.7 trillion for the first time.Thursday 12/08Costco Wholesale reports first-quarter fiscal 2023 earnings. Shares of the membership-club discount retailer fell 7.3% this past week, as November sales, released on Wednesday, came up short of expectations.Broadcom, Chewy, Cooper Cos., and Lululemon Athletica hold conference calls to discuss quarterly results.General Electric holds an investor day in New York to discuss the GE HealthCare spinoff. GE shareholders will receive one share of GE HealthCare for every three shares owned. The spinoff is slated to take effect after the market close on Jan. 3, 2023. GE HealthCare will trade under the ticker GEHC on the Nasdaq exchange.Cisco Systems and Medtronic hold their annual shareholder meetings.The Department of Labor reports initial jobless claims for the week ending on Dec. 3. Jobless claims averaged 228,750 in November and have crept higher from historically low levels since earlier this March.Friday 12/09The Bureau of Labor Statistics releases the producer price index for November. Economists forecast the PPI to rise 7.2%, year over year, after an 8% jump in October. The core PPI, which excludes volatile food and energy prices, is expected to increase 5.9%, slower than the 6.7% gain previously. Softer-than-expected CPI and PPI readings in the past month have raised hopes that the Fed pivot—or at least pause—is almost here.The University of Michigan releases its Consumer Sentiment Index for December. The consensus estimate is for a 57.5 reading, about one point above November’s.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963750066,"gmtCreate":1668768464156,"gmtModify":1676538110727,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9963750066","repostId":"1106137412","repostType":4,"repost":{"id":"1106137412","pubTimestamp":1668763512,"share":"https://www.laohu8.com/m/news/1106137412?lang=&edition=full","pubTime":"2022-11-18 17:25","market":"us","language":"en","title":"Applied Materials, Gap, Ross Stores, Palo Alto Networks, Foot Locker And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1106137412","media":"Benzinga","summary":"With US stock futures trading mixed this morning on Friday, some of the stocks that may grab investo","content":"<html><head></head><body><p>With US stock futures trading mixed this morning on Friday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <b>Foot Locker, Inc.</b> to report quarterly earnings at $1.11 per share on revenue of $2.09 billion <i>before the opening</i> bell.</li><li><b>Palo Alto Networks, Inc.</b> reported better-than-expected results for its second quarter and issued strong FY23 earnings guidance. The company also announced plans to acquire Cider Security for approximately $195 million. Palo Alto Networks shares gained over 8% in premarket trading.</li><li>Analysts are expecting <b>The Buckle, Inc.</b> to report quarterly earnings at $1.19 per share on revenue of $326.65 million before the opening bell.</li></ul><ul><li><b>Ross Stores, Inc.</b> reported better-than-expected Q3 results and issued strong earnings guidance. Ross Stores shares jumped over 16% in premarket trading.</li><li>Analysts expect <b>Spectrum Brands Holdings Inc</b> to report quarterly earnings at $0.57 per share on revenue of $789.82 million before the opening bell.</li></ul><ul><li><b>Gap</b> notched $0.71 in adjusted EPS for the quarter alongside a surprise increase in revenue to $4.04B, stocks gained over 8% in premarket trading.</li></ul><ul><li><b>Applied Materials</b> posted revenue of US$6.75 billion for Q4 ended Oct 30, and estimated current-quarter revenue of US$6.70 billion, plus or minus US$400 million. Stocks rose over 3% in premarket trading.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Applied Materials, Gap, Ross Stores, Palo Alto Networks, Foot Locker And More: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApplied Materials, Gap, Ross Stores, Palo Alto Networks, Foot Locker And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 17:25 GMT+8 <a href=https://www.benzinga.com/news/earnings/22/11/29780614/foot-locker-ross-stores-and-3-stocks-to-watch-heading-into-friday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading mixed this morning on Friday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Foot Locker, Inc. to report quarterly earnings at $...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/11/29780614/foot-locker-ross-stores-and-3-stocks-to-watch-heading-into-friday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROST":"罗斯百货有限公司","AMAT":"应用材料","PANW":"Palo Alto Networks","FL":"富乐客","BKE":"巴克尔","SPB":"Spectrum Brands Holdings","GPS":"盖璞"},"source_url":"https://www.benzinga.com/news/earnings/22/11/29780614/foot-locker-ross-stores-and-3-stocks-to-watch-heading-into-friday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106137412","content_text":"With US stock futures trading mixed this morning on Friday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Foot Locker, Inc. to report quarterly earnings at $1.11 per share on revenue of $2.09 billion before the opening bell.Palo Alto Networks, Inc. reported better-than-expected results for its second quarter and issued strong FY23 earnings guidance. The company also announced plans to acquire Cider Security for approximately $195 million. Palo Alto Networks shares gained over 8% in premarket trading.Analysts are expecting The Buckle, Inc. to report quarterly earnings at $1.19 per share on revenue of $326.65 million before the opening bell.Ross Stores, Inc. reported better-than-expected Q3 results and issued strong earnings guidance. Ross Stores shares jumped over 16% in premarket trading.Analysts expect Spectrum Brands Holdings Inc to report quarterly earnings at $0.57 per share on revenue of $789.82 million before the opening bell.Gap notched $0.71 in adjusted EPS for the quarter alongside a surprise increase in revenue to $4.04B, stocks gained over 8% in premarket trading.Applied Materials posted revenue of US$6.75 billion for Q4 ended Oct 30, and estimated current-quarter revenue of US$6.70 billion, plus or minus US$400 million. Stocks rose over 3% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963136785,"gmtCreate":1668614100148,"gmtModify":1676538085117,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9963136785","repostId":"2283827074","repostType":4,"repost":{"id":"2283827074","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":1668601184,"share":"https://www.laohu8.com/m/news/2283827074?lang=&edition=full","pubTime":"2022-11-16 20:19","market":"sg","language":"en","title":"Grab Lifts Revenue Outlook on Rideshare, Food Delivery Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=2283827074","media":"Reuters","summary":"Nov 16 (Reuters) - Grab Holdings Ltd on Wednesday raised its forecast for annual revenue as demand f","content":"<html><head></head><body><p>Nov 16 (Reuters) - Grab Holdings Ltd on Wednesday raised its forecast for annual revenue as demand for its ride-hailing service and food deliveries remains strong across Southeast Asia.</p><p>U.S.-listed shares of Southeast Asia's biggest ride-hailing and food delivery firm rose 15% in trading before the bell.</p><p><img src=\"https://static.tigerbbs.com/a53ce28248e71c377ad01973fad01adf\" tg-width=\"853\" tg-height=\"617\" width=\"100%\" height=\"auto\"/></p><p>Decade-old Grab has become a go-to for consumers in the region as they increasingly step out and return to offices.</p><p>The company said it expected revenue between $1.32 billion and $1.35 billion. It had previously forecast revenue between $1.25 billion and $1.30 billion for the year.</p><p>Grab also raised its forecast for annual gross merchandise volume growth (GMV) to between 22% and 25%. It had previously forecast GMV growth of 21% to 25% for the year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab Lifts Revenue Outlook on Rideshare, Food Delivery Strength</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\">\nGrab Lifts Revenue Outlook on Rideshare, Food Delivery Strength\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\">2022-11-16 20:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 16 (Reuters) - Grab Holdings Ltd on Wednesday raised its forecast for annual revenue as demand for its ride-hailing service and food deliveries remains strong across Southeast Asia.</p><p>U.S.-listed shares of Southeast Asia's biggest ride-hailing and food delivery firm rose 15% in trading before the bell.</p><p><img src=\"https://static.tigerbbs.com/a53ce28248e71c377ad01973fad01adf\" tg-width=\"853\" tg-height=\"617\" width=\"100%\" height=\"auto\"/></p><p>Decade-old Grab has become a go-to for consumers in the region as they increasingly step out and return to offices.</p><p>The company said it expected revenue between $1.32 billion and $1.35 billion. It had previously forecast revenue between $1.25 billion and $1.30 billion for the year.</p><p>Grab also raised its forecast for annual gross merchandise volume growth (GMV) to between 22% and 25%. It had previously forecast GMV growth of 21% to 25% for the year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283827074","content_text":"Nov 16 (Reuters) - Grab Holdings Ltd on Wednesday raised its forecast for annual revenue as demand for its ride-hailing service and food deliveries remains strong across Southeast Asia.U.S.-listed shares of Southeast Asia's biggest ride-hailing and food delivery firm rose 15% in trading before the bell.Decade-old Grab has become a go-to for consumers in the region as they increasingly step out and return to offices.The company said it expected revenue between $1.32 billion and $1.35 billion. It had previously forecast revenue between $1.25 billion and $1.30 billion for the year.Grab also raised its forecast for annual gross merchandise volume growth (GMV) to between 22% and 25%. It had previously forecast GMV growth of 21% to 25% for the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083967090,"gmtCreate":1650068485801,"gmtModify":1676534638642,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Wait for earning report ","listText":"Wait for earning report ","text":"Wait for earning report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083967090","repostId":"1111229127","repostType":4,"repost":{"id":"1111229127","pubTimestamp":1650066699,"share":"https://www.laohu8.com/m/news/1111229127?lang=&edition=full","pubTime":"2022-04-16 07:51","market":"us","language":"en","title":"Is Antitrust Risk a Big Concern With Microsoft Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1111229127","media":"investorplace","summary":"The success of its Azure cloud unit has been a big factor behind Microsoft (MSFT) stock’s winning pe","content":"<html><head></head><body><ul><li>The success of its Azure cloud unit has been a big factor behind Microsoft (MSFT) stock’s winning performance.</li><li>But now, a recent headline suggests its under scrutiny from regulators over some of this unit’s business practices in Europe.</li><li>Even if the “worst case scenario” plays out, don’t expect it to derail MSFT stock.</li></ul><p>As a trillion-dollar company, barely a day goes by without news from or about Microsoft (NASDAQ:MSFT). Some of these developments (for instance, earnings) can have an immediate impact on the MSFT stock price. Other developments can have little immediate impact, but could nonetheless affect its operating and share price performance down the road.</p><p>When it comes to news of the software giant being at risk of being in the crosshairs of European regulators, consider this to be a good example of the latter. A large part of Microsoft’s success in recent years is due to the stunning growth of its Azure cloud segment. Yet how it has been growing this segment in Europe may leave it at risk of facing antitrust scrutiny.</p><p>So far, this has had minimal impact on its stock price. Even so, is it a sign of trouble ahead? Let’s dive in and find out.</p><h2>MSFT Stock and Possible Antitrust Scrutiny</h2><p>As reported by the Financial Times on April 13, the aggressive tactics being employed by Microsoft to win the “cloud war” between it and its two key rivals, Alphabet (NASDAQ:GOOG,NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN), could result in it ending up under scrutiny by European Union (EU) regulators, due to alleged anti-competitive practices.</p><p>Specifically, the way it incentivizes prospective customers of its Azure cloud service by offering them deals on its suite of cloud-based applications like Office 365. While the company hasn’t dealt with too many antitrust issues lately, it’s definitely no stranger to them.</p><p>You may remember how, twenty years back, the U.S. Government took the company to court over allegations that it was engaging in monopolistic practices. In the end, the software giant beat the case on appeal. With the E.U. in particular, Microsoft has dealt with several bouts of antitrust scrutiny, some of which has resulted in it paying large regulatory fines.</p><p>However, before jumping to conclusions, keep a few things in mind. The E.U.’s investigation is only in the preliminary stages. Even if it does result in another antitrust suit, the end result will likely not have a material impact on MSFT stock.</p><h2>Little Need for Concern</h2><p>Microsoft has done very well grabbing a large share of the European market for cloud services. However, that by-itself doesn’t mean that the E.U. will be able to prove this is the product of anticompetitive trade practices.</p><p>For example, the circumstances are different than with past antitrust situations. This time, there are several large names (i.e., Alphabet and Amazon) in the space. It’s not simply a case of this tech behemoth, versus a smattering of much smaller competitors. Furthermore, these large rivals also engage in the similar practices that are alleged to be anti-competitive.</p><p>Microsoft may be able to successfully defend itself against these claims. Again, that’s assuming what’s playing out now turns into another antitrust suit. Yet even if it loses in the courts, chances are it’s not going to have a serious impact.</p><p>Worst case scenario, it may face another fine. Past fines were in the nine-digit range ($100 million to $1 billion). That’s not to say a fine, if one arises, couldn’t be in the billions. Still, as this is a company that generates nearly $20 billion per quarter, a ten-figure fine will sting, but it won’t break the bank.</p><h2>The Verdict on MSFT Stock</h2><p>Investors are correct in shrugging off antitrust risk as “no big deal” when it comes to Microsoft. Not only has this not yet evolved into a repeat of its past brushes with E.U. regulators, but, like I said, worst case scenario, it’s not likely to have a material impact on its future results.</p><p>Instead of worrying about this, focus on the positives that far outweigh it. Between continued success with its Azure, Office and Windows businesses, plus the potential with its move to expand its presence in gaming and the metaverse, it has a strong chance of delivering strong earnings growth in the years ahead.</p><p>Ultimately, if antitrust scrutiny arises, it will not derail MSFT stock. Still beaten down by this year’s market volatility, keep it on your watchlist.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Antitrust Risk a Big Concern With Microsoft 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; 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 Antitrust Risk a Big Concern With Microsoft Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:51 GMT+8 <a href=https://investorplace.com/2022/04/msft-stock-is-antitrust-risk-a-big-concern-with-microsoft/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The success of its Azure cloud unit has been a big factor behind Microsoft (MSFT) stock’s winning performance.But now, a recent headline suggests its under scrutiny from regulators over some of this ...</p>\n\n<a href=\"https://investorplace.com/2022/04/msft-stock-is-antitrust-risk-a-big-concern-with-microsoft/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://investorplace.com/2022/04/msft-stock-is-antitrust-risk-a-big-concern-with-microsoft/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111229127","content_text":"The success of its Azure cloud unit has been a big factor behind Microsoft (MSFT) stock’s winning performance.But now, a recent headline suggests its under scrutiny from regulators over some of this unit’s business practices in Europe.Even if the “worst case scenario” plays out, don’t expect it to derail MSFT stock.As a trillion-dollar company, barely a day goes by without news from or about Microsoft (NASDAQ:MSFT). Some of these developments (for instance, earnings) can have an immediate impact on the MSFT stock price. Other developments can have little immediate impact, but could nonetheless affect its operating and share price performance down the road.When it comes to news of the software giant being at risk of being in the crosshairs of European regulators, consider this to be a good example of the latter. A large part of Microsoft’s success in recent years is due to the stunning growth of its Azure cloud segment. Yet how it has been growing this segment in Europe may leave it at risk of facing antitrust scrutiny.So far, this has had minimal impact on its stock price. Even so, is it a sign of trouble ahead? Let’s dive in and find out.MSFT Stock and Possible Antitrust ScrutinyAs reported by the Financial Times on April 13, the aggressive tactics being employed by Microsoft to win the “cloud war” between it and its two key rivals, Alphabet (NASDAQ:GOOG,NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN), could result in it ending up under scrutiny by European Union (EU) regulators, due to alleged anti-competitive practices.Specifically, the way it incentivizes prospective customers of its Azure cloud service by offering them deals on its suite of cloud-based applications like Office 365. While the company hasn’t dealt with too many antitrust issues lately, it’s definitely no stranger to them.You may remember how, twenty years back, the U.S. Government took the company to court over allegations that it was engaging in monopolistic practices. In the end, the software giant beat the case on appeal. With the E.U. in particular, Microsoft has dealt with several bouts of antitrust scrutiny, some of which has resulted in it paying large regulatory fines.However, before jumping to conclusions, keep a few things in mind. The E.U.’s investigation is only in the preliminary stages. Even if it does result in another antitrust suit, the end result will likely not have a material impact on MSFT stock.Little Need for ConcernMicrosoft has done very well grabbing a large share of the European market for cloud services. However, that by-itself doesn’t mean that the E.U. will be able to prove this is the product of anticompetitive trade practices.For example, the circumstances are different than with past antitrust situations. This time, there are several large names (i.e., Alphabet and Amazon) in the space. It’s not simply a case of this tech behemoth, versus a smattering of much smaller competitors. Furthermore, these large rivals also engage in the similar practices that are alleged to be anti-competitive.Microsoft may be able to successfully defend itself against these claims. Again, that’s assuming what’s playing out now turns into another antitrust suit. Yet even if it loses in the courts, chances are it’s not going to have a serious impact.Worst case scenario, it may face another fine. Past fines were in the nine-digit range ($100 million to $1 billion). That’s not to say a fine, if one arises, couldn’t be in the billions. Still, as this is a company that generates nearly $20 billion per quarter, a ten-figure fine will sting, but it won’t break the bank.The Verdict on MSFT StockInvestors are correct in shrugging off antitrust risk as “no big deal” when it comes to Microsoft. Not only has this not yet evolved into a repeat of its past brushes with E.U. regulators, but, like I said, worst case scenario, it’s not likely to have a material impact on its future results.Instead of worrying about this, focus on the positives that far outweigh it. Between continued success with its Azure, Office and Windows businesses, plus the potential with its move to expand its presence in gaming and the metaverse, it has a strong chance of delivering strong earnings growth in the years ahead.Ultimately, if antitrust scrutiny arises, it will not derail MSFT stock. Still beaten down by this year’s market volatility, keep it on your watchlist.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968156074,"gmtCreate":1669164763198,"gmtModify":1676538160425,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9968156074","repostId":"1120816334","repostType":4,"repost":{"id":"1120816334","pubTimestamp":1669175704,"share":"https://www.laohu8.com/m/news/1120816334?lang=&edition=full","pubTime":"2022-11-23 11:55","market":"us","language":"en","title":"3 Best Cathie Wood Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1120816334","media":"InvestorPlace","summary":"Despite a brutal bear market, investors are still looking for the best Cathie Wood stocks to buy.Tesla(TSLA) is hard to ignore with its shares trading near their 52-week lows, but the company still le","content":"<html><head></head><body><ul><li>Despite a brutal bear market, investors are still looking for the best Cathie Wood stocks to buy.</li><li><b>Tesla</b>(<b><u>TSLA</u></b>) is hard to ignore with its shares trading near their 52-week lows, but the company still leading the EV revolution.</li><li><b>Zoom Video</b>(<b><u>ZM</u></b>) stock has been decimated, and while it is growing slowly, it also has a low valuation and is free cash flow positive.</li><li><b>Nvidia</b>(<b><u>NVDA</u></b>) is a high-quality tech giant, making critical chip components for top-level technology. It will rebound off its lows.</li></ul><p>In a bear market, a bull market or a flat market, investors will be interested in what <b>Ark’s</b> Cathie Wood is doing. Because of her big, bold bets that have paid off in the past, investors are enthralled with her investments. Even following the brutal bear market, investors are wondering what the best Cathie Wood stocks to buy are.</p><p>That’s a tough question to answer because nearly every one of them has fallen very sharply.</p><p>The stock, bond and cryptocurrency markets ae all in brutal bear markets. That has made life incredibly tough for growth stocks, and Cathie Wood’s Ark funds primarily invests in growth stocks.</p><p>As a result, Wood’s flagship fund —<b>ARK Innovation ETF</b>(NYSEARCA: <b><u>ARKK</u></b>) — is down 78% from its all-time high, and the ETF is down 63% for the year.</p><p>With that said, however, here are the three best Cathie Wood stocks to buy now.</p><p><b>Best Cathie Wood Stocks: Tesla (TSLA)</b></p><p><b>Tesla</b>(NASDAQ: <b><u>TSLA</u></b>) is perhaps Cathie Wood’s most notorious holding. She took a large position in the name before its torrid rally. The move netted Ark a lot of money and made it a big name in finance. In recent months, though, Tesla has fallen sharply.</p><p>CEO Elon Musk recently bought <b>Twitter</b> and began managing the social network. So at the moment, he’s running Tesla, <b>SpaceX</b>, <b>Boring Co</b>, and Twitter, along with other companies. One human can only do so much, right?</p><p>Add in the automaker’s quarterly earnings results and its Q3 deliveries total that both disappointed the Street, and Tesla stock is now close to its 52-week lows.</p><p>But with the shares down just over 50% from their highs, TSLA may have become a value name.</p><p>And although its revenue is expected to surge 55% this year, analysts, on average expect the automaker’s top line to jump another 44% next year, and the mean estimate calls for Tesla to deliver at least 10% revenue growth through fiscal 2026.</p><p>Further, Tesla is profitable. At some point, this leader will find its way. Finally, TSLA stock’s support is not too far below its current levels.</p><p><b>Best Cathie Wood Stocks: Zoom Video (ZM)</b></p><p>While Tesla gets the most publicity, it’s no longer Ark’s biggest holding. Instead, that honor belongs to <b>Zoom Video</b>(NYSE:<b><u>ZM</u></b>).</p><p>ZM was probably one of the most widely discussed companies during the pandemic. In fact, Zoom was probably <i>the</i> top Covid-era growth stock.</p><p>During the pandemic, Zoom became a very widely used verb, much like Google. When the name of a company’s product becomes a widely used verb, the firm’s business is usually performing very well. But this year, ZM stock has been punished, as it’s currently down about 90% from its high.</p><p>That said, is Zoom’s <i>business</i> performing really badly?</p><p>On Nov. 21, the company’s earnings surpassed analysts’ average outlook, and its revenue was in-line with their mean estimate. Its revenue outlook would have topped analysts’ average estimate if not for currency fluctuations, while the firm ended the quarter with $5.2 billion of cash.</p><p>Yet the shares are falling 3.87% today. Additionally, the company is profitable and generates positive free cash flow. If the stock falls close to $60, speculative investors should consider buying it.</p><p><b>Nvidia (NVDA)</b></p><p>Last but not least is <b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>). This stock is one of investors’ favorite holdings because during a good bull market, it can roar higher. And in reality, the shares deserve to rally during the next bull market.</p><p>Nvidia makes high-quality chips which are used to power the world’s most advanced technologies. In the latter category are gaming, supercomputing, cloud-computing, artificial intelligence, machine learning, autonomous driving, data centers and more.</p><p>That said, the stock has been killed.</p><p>The shares have suffered a peak-to-trough decline of over 65%, and they may not have bottomed yet. Analysts, on average,expect roughly flat revenue growth in fiscal 2023, but their mean estimate calls for Nvidia’s revenue to rebound in fiscal 2024 and beyond.</p><p>It’s worth noting that the company just completed its fiscal third quarter of FY 23, so, given analysts’ estimates, its business may have bottomed and could start to rebound soon. Even if that does not turn out to be the case, Nvidia is a high-quality stock.</p><p>Whether the peak-to-trough decline is going to be 69% or 75% or something else, investors ought to buy top-notch companies that are trading at cheap levels when they can. Nvidia may not be a top position for Ark, but it’s, without question, one of the best Cathie Wood stocks.</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>3 Best Cathie Wood Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Best Cathie Wood Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 11:55 GMT+8 <a href=https://investorplace.com/best-cathie-wood-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite a brutal bear market, investors are still looking for the best Cathie Wood stocks to buy.Tesla(TSLA) is hard to ignore with its shares trading near their 52-week lows, but the company still ...</p>\n\n<a href=\"https://investorplace.com/best-cathie-wood-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"https://investorplace.com/best-cathie-wood-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120816334","content_text":"Despite a brutal bear market, investors are still looking for the best Cathie Wood stocks to buy.Tesla(TSLA) is hard to ignore with its shares trading near their 52-week lows, but the company still leading the EV revolution.Zoom Video(ZM) stock has been decimated, and while it is growing slowly, it also has a low valuation and is free cash flow positive.Nvidia(NVDA) is a high-quality tech giant, making critical chip components for top-level technology. It will rebound off its lows.In a bear market, a bull market or a flat market, investors will be interested in what Ark’s Cathie Wood is doing. Because of her big, bold bets that have paid off in the past, investors are enthralled with her investments. Even following the brutal bear market, investors are wondering what the best Cathie Wood stocks to buy are.That’s a tough question to answer because nearly every one of them has fallen very sharply.The stock, bond and cryptocurrency markets ae all in brutal bear markets. That has made life incredibly tough for growth stocks, and Cathie Wood’s Ark funds primarily invests in growth stocks.As a result, Wood’s flagship fund —ARK Innovation ETF(NYSEARCA: ARKK) — is down 78% from its all-time high, and the ETF is down 63% for the year.With that said, however, here are the three best Cathie Wood stocks to buy now.Best Cathie Wood Stocks: Tesla (TSLA)Tesla(NASDAQ: TSLA) is perhaps Cathie Wood’s most notorious holding. She took a large position in the name before its torrid rally. The move netted Ark a lot of money and made it a big name in finance. In recent months, though, Tesla has fallen sharply.CEO Elon Musk recently bought Twitter and began managing the social network. So at the moment, he’s running Tesla, SpaceX, Boring Co, and Twitter, along with other companies. One human can only do so much, right?Add in the automaker’s quarterly earnings results and its Q3 deliveries total that both disappointed the Street, and Tesla stock is now close to its 52-week lows.But with the shares down just over 50% from their highs, TSLA may have become a value name.And although its revenue is expected to surge 55% this year, analysts, on average expect the automaker’s top line to jump another 44% next year, and the mean estimate calls for Tesla to deliver at least 10% revenue growth through fiscal 2026.Further, Tesla is profitable. At some point, this leader will find its way. Finally, TSLA stock’s support is not too far below its current levels.Best Cathie Wood Stocks: Zoom Video (ZM)While Tesla gets the most publicity, it’s no longer Ark’s biggest holding. Instead, that honor belongs to Zoom Video(NYSE:ZM).ZM was probably one of the most widely discussed companies during the pandemic. In fact, Zoom was probably the top Covid-era growth stock.During the pandemic, Zoom became a very widely used verb, much like Google. When the name of a company’s product becomes a widely used verb, the firm’s business is usually performing very well. But this year, ZM stock has been punished, as it’s currently down about 90% from its high.That said, is Zoom’s business performing really badly?On Nov. 21, the company’s earnings surpassed analysts’ average outlook, and its revenue was in-line with their mean estimate. Its revenue outlook would have topped analysts’ average estimate if not for currency fluctuations, while the firm ended the quarter with $5.2 billion of cash.Yet the shares are falling 3.87% today. Additionally, the company is profitable and generates positive free cash flow. If the stock falls close to $60, speculative investors should consider buying it.Nvidia (NVDA)Last but not least is Nvidia(NASDAQ:NVDA). This stock is one of investors’ favorite holdings because during a good bull market, it can roar higher. And in reality, the shares deserve to rally during the next bull market.Nvidia makes high-quality chips which are used to power the world’s most advanced technologies. In the latter category are gaming, supercomputing, cloud-computing, artificial intelligence, machine learning, autonomous driving, data centers and more.That said, the stock has been killed.The shares have suffered a peak-to-trough decline of over 65%, and they may not have bottomed yet. Analysts, on average,expect roughly flat revenue growth in fiscal 2023, but their mean estimate calls for Nvidia’s revenue to rebound in fiscal 2024 and beyond.It’s worth noting that the company just completed its fiscal third quarter of FY 23, so, given analysts’ estimates, its business may have bottomed and could start to rebound soon. Even if that does not turn out to be the case, Nvidia is a high-quality stock.Whether the peak-to-trough decline is going to be 69% or 75% or something else, investors ought to buy top-notch companies that are trading at cheap levels when they can. Nvidia may not be a top position for Ark, but it’s, without question, one of the best Cathie Wood stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914981186,"gmtCreate":1665156513745,"gmtModify":1676537566087,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914981186","repostId":"2273803113","repostType":4,"repost":{"id":"2273803113","pubTimestamp":1665131530,"share":"https://www.laohu8.com/m/news/2273803113?lang=&edition=full","pubTime":"2022-10-07 16:32","market":"us","language":"en","title":"Apple: Why I Bought More At $140","url":"https://stock-news.laohu8.com/highlight/detail?id=2273803113","media":"Seeking Alpha","summary":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Frida","content":"<html><head></head><body><h2>Summary</h2><ul><li>I placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.</li><li>There is no doubt that the business faces many short-term challenges.</li><li>However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.</li><li>This wisdom is true for Apple more than anything else in my mind.</li><li>Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14d264625dbfe4fe0a4446b0ae1cf349\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Seremin</span></p><h2>Investment thesis</h2><p>During the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</p><p>Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0abaa433019690a8212d9df8d71726d\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>All told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.</p><h2>Near-term challenges</h2><p>There is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a9e2475e37539082fb89230bb995b\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>AAPL and Buffettism</h2><p>However, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.</p><blockquote><i>Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.</i></blockquote><blockquote><i>Buffett:</i> <i><b>Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up?</b></i> <i>Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…</i><i><b>AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.</b></i></blockquote><p>In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.</p><h2>Business outlook and projected returns</h2><p>I am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett's other wisdom is<i>not</i>to pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone's control.</p><p>Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.</p><p>All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d4adcc41419bcccde9ab540b89f003c\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Notably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.</p><p>According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.</p><p>Going forward, I see such a large user base to further grow given Apple's popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more "standard" SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/267e4208372cf220c56b8cfcab38cd7c\" tg-width=\"640\" tg-height=\"206\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>To recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.</p><p>However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner's earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.</p><p>Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</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>Apple: Why I Bought More At $140</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: Why I Bought More At $140\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 16:32 GMT+8 <a href=https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140\">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/4544974-apple-why-i-bought-more-140","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273803113","content_text":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces many short-term challenges.However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.This wisdom is true for Apple more than anything else in my mind.Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.SereminInvestment thesisDuring the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.Source: Seeking Alpha dataAll told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.Near-term challengesThere is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.Source: Seeking Alpha dataAAPL and BuffettismHowever, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.Buffett: Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up? Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.Business outlook and projected returnsI am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett's other wisdom isnotto pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone's control.Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.Source: Seeking Alpha dataNotably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.Going forward, I see such a large user base to further grow given Apple's popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more \"standard\" SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.Source: Seeking Alpha dataRisks and final thoughtsTo recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner's earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912541343,"gmtCreate":1664861352882,"gmtModify":1676537520611,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912541343","repostId":"2272070795","repostType":4,"repost":{"id":"2272070795","pubTimestamp":1664856384,"share":"https://www.laohu8.com/m/news/2272070795?lang=&edition=full","pubTime":"2022-10-04 12:06","market":"us","language":"en","title":"Tesla Just Missed Delivery Estimates, Here's Why It's Time To Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2272070795","media":"Motley Fool","summary":"Tesla stock fell after its latest delivery news, but sellers aren't looking at the whole picture.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> is the largest and most widely followed electric vehicle (EV) company, so it should not be a surprise that its stock moved on its latest quarterly vehicle delivery report. What is surprising is which direction it went.</p><p>Shares dropped after the EV trailblazer reported third-quarter production and delivery results. Rather than bailing due to the lower-than-expected deliveries, investors should focus more on what the reaction means for the stock and what the underlying business is doing. That might change some sellers' minds.</p><h2>Look at production growth</h2><p>Tesla reported a quarterly record with almost 344,000 vehicles delivered. Investors expected more and the report triggered a sell-off in the stock. That reaction was despite the fact that those deliveries were 42% higher than the prior year period, and a 35% jump over the prior quarter. But none of those numbers are really what's important for long-term investors.</p><p>What really mattered in that report was the nearly 366,000 vehicles Tesla actually <i>produced</i> in the third quarter. That alone represents a pace of 1.45 million vehicles produced annually. And that comes despite several headwinds the company is facing right now. Many EV makers are having trouble getting parts, but Tesla is navigating supply chain disruptions well.</p><p>The company has had to deal with lockdowns disrupting production at its Shanghai facility, and it is still working through the challenges associated with ramping up its two newest facilities in Austin, Texas and near Berlin, Germany.</p><p>Investors shouldn't be worried about the discrepancy between produced vehicles and deliveries in the third quarter, however. All of its production has buyers, but the company said it is working to find enough "vehicle transportation capacity and at a reasonable cost." Those logistics issues for shipping finished products are magnified thanks to the sharp increase in production growth. That's a good problem to have and should really encourage investors rather than scare them.</p><h2>Beyond just cars</h2><p>Tesla isn't just about electric cars, either. The company will share its full third-quarter results on Oct. 19, 2022, and there will likely be other news items of interest from that. CEO Elon Musk has previously said he expects the Tesla Semi battery-electric truck to begin shipping this year and the Cybertruck next year. Those could both become further growth drivers for the company.</p><p>Tesla also should benefit from the Inflation Reduction Act (IRA) in several ways. The new law resumes tax credits for EV buyers for some manufacturers -- including Tesla -- that had surpassed prior production limits. Those credits previously ended after a manufacturer sold more than 200,000 vehicles. The IRA now has limits on vehicle list prices and requirements for more of the supply chain to be based in the U.S. Tesla's lower-priced vehicles will be eligible under the price limit, and it already does some of its battery production domestically. The company is also now investigating whether to build a lithium refining facility in the U.S.</p><p>Its battery production gigafactories support internal production, but Tesla has also been increasing production of battery storage and solar systems that it sells to outside customers. In its second-quarter report, the company said it continues to ramp up Megapack storage production as customer interest "remains strong and well above our production rate."</p><h2>Why would some sell the stock?</h2><p>However, some investors have a logical reason to sell the stock. Analysts expect earnings in the back half of 2022 to be 50% higher than the first half. If that comes to fruition, Tesla stock is already trading at a price-to-earnings (P/E) ratio of about 56 based on 2022 earnings.</p><p>That's a high valuation in any market, and the recent market sell-off has many investors looking more for safety than risky assets. But Tesla believes it still has several more years where it will boost EV production at a 50% annual rate. That would bring the valuation down relatively quickly and could give long-term investors winning returns. Add in the other sides to its business, and it might be wise to take advantage of the recent drop in Tesla stock.</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>Tesla Just Missed Delivery Estimates, Here's Why It's Time To Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Just Missed Delivery Estimates, Here's Why It's Time To Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-04 12:06 GMT+8 <a href=https://www.fool.com/investing/2022/10/03/tesla-just-missed-delivery-estimates-heres-why-its/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is the largest and most widely followed electric vehicle (EV) company, so it should not be a surprise that its stock moved on its latest quarterly vehicle delivery report. What is surprising is...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/03/tesla-just-missed-delivery-estimates-heres-why-its/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/10/03/tesla-just-missed-delivery-estimates-heres-why-its/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272070795","content_text":"Tesla is the largest and most widely followed electric vehicle (EV) company, so it should not be a surprise that its stock moved on its latest quarterly vehicle delivery report. What is surprising is which direction it went.Shares dropped after the EV trailblazer reported third-quarter production and delivery results. Rather than bailing due to the lower-than-expected deliveries, investors should focus more on what the reaction means for the stock and what the underlying business is doing. That might change some sellers' minds.Look at production growthTesla reported a quarterly record with almost 344,000 vehicles delivered. Investors expected more and the report triggered a sell-off in the stock. That reaction was despite the fact that those deliveries were 42% higher than the prior year period, and a 35% jump over the prior quarter. But none of those numbers are really what's important for long-term investors.What really mattered in that report was the nearly 366,000 vehicles Tesla actually produced in the third quarter. That alone represents a pace of 1.45 million vehicles produced annually. And that comes despite several headwinds the company is facing right now. Many EV makers are having trouble getting parts, but Tesla is navigating supply chain disruptions well.The company has had to deal with lockdowns disrupting production at its Shanghai facility, and it is still working through the challenges associated with ramping up its two newest facilities in Austin, Texas and near Berlin, Germany.Investors shouldn't be worried about the discrepancy between produced vehicles and deliveries in the third quarter, however. All of its production has buyers, but the company said it is working to find enough \"vehicle transportation capacity and at a reasonable cost.\" Those logistics issues for shipping finished products are magnified thanks to the sharp increase in production growth. That's a good problem to have and should really encourage investors rather than scare them.Beyond just carsTesla isn't just about electric cars, either. The company will share its full third-quarter results on Oct. 19, 2022, and there will likely be other news items of interest from that. CEO Elon Musk has previously said he expects the Tesla Semi battery-electric truck to begin shipping this year and the Cybertruck next year. Those could both become further growth drivers for the company.Tesla also should benefit from the Inflation Reduction Act (IRA) in several ways. The new law resumes tax credits for EV buyers for some manufacturers -- including Tesla -- that had surpassed prior production limits. Those credits previously ended after a manufacturer sold more than 200,000 vehicles. The IRA now has limits on vehicle list prices and requirements for more of the supply chain to be based in the U.S. Tesla's lower-priced vehicles will be eligible under the price limit, and it already does some of its battery production domestically. The company is also now investigating whether to build a lithium refining facility in the U.S.Its battery production gigafactories support internal production, but Tesla has also been increasing production of battery storage and solar systems that it sells to outside customers. In its second-quarter report, the company said it continues to ramp up Megapack storage production as customer interest \"remains strong and well above our production rate.\"Why would some sell the stock?However, some investors have a logical reason to sell the stock. Analysts expect earnings in the back half of 2022 to be 50% higher than the first half. If that comes to fruition, Tesla stock is already trading at a price-to-earnings (P/E) ratio of about 56 based on 2022 earnings.That's a high valuation in any market, and the recent market sell-off has many investors looking more for safety than risky assets. But Tesla believes it still has several more years where it will boost EV production at a 50% annual rate. That would bring the valuation down relatively quickly and could give long-term investors winning returns. Add in the other sides to its business, and it might be wise to take advantage of the recent drop in Tesla stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912021039,"gmtCreate":1664711482621,"gmtModify":1676537497208,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9912021039","repostId":"1157459217","repostType":4,"repost":{"id":"1157459217","pubTimestamp":1664676789,"share":"https://www.laohu8.com/m/news/1157459217?lang=&edition=full","pubTime":"2022-10-02 10:13","market":"hk","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds</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\">\nAlibaba Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8 <a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918853446,"gmtCreate":1664364624785,"gmtModify":1676537441040,"author":{"id":"4099833302922840","authorId":"4099833302922840","name":"KPL","avatar":"https://static.tigerbbs.com/09ddf244cda0333555c52ecb7fdd66ec","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9918853446","repostId":"1102244542","repostType":4,"repost":{"id":"1102244542","pubTimestamp":1664378284,"share":"https://www.laohu8.com/m/news/1102244542?lang=&edition=full","pubTime":"2022-09-28 23:18","market":"us","language":"en","title":"Apple: A Bearish Sign For The First Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1102244542","media":"Seeking Alpha","summary":"SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 yea","content":"<html><head></head><body><p>Summary</p><ul><li>Apple has been a solid company with solid fundamentals for the better part of the past 20 years, but there's a recent sign that has me worried.</li><li>With the lack of new or innovative technologies, it can become a problem for the tech behemoth in the coming years.</li><li>As a result, I shift my bullish stance to a neutral to a slightly bearish one.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> has been one of the best and most solid investments for the better part of the past 20 years. As it released the iPhone in 2007, it began raking in amounts of money most other companies can only dream of and now they bring in billions from things like their Services segments, which is larger than some other companies bring in altogether.</p><p>But this past year there's been a warning sign I was looking out for a long time - as they shed their cash reserves for share buybacks and other compensation, they're losing their edge in the amount of investment and interest income they generate and now, for the very first time, they are paying more in interest expense than they're bringing in.</p><p>This in and of itself isn't all that bad considering they rake in about $100 billion in net income while paying just shy of $3 billion annually in interest expense. But with the lack of new innovative products, they've been relying more on telecom companies' incentive to sell their new iPhone than organic excitement.</p><p>Let's dive into the issues I see.</p><h3>Debt Load & Interest Expense</h3><p>Beginning in 2013, the company started taking on long-term and short-term debt while interest rates were near zero to finance their operations while conserving cash overseas and investing it to bring in interest, which more than covered the interest expense on the low-interest debt. Since then, the debt has ballooned from about $16 billion to just shy of $110 billion, which was down to about $95 billion as of their latest financial reporting.</p><p>But then the Federal Reserve started raising interest rates and the company began paying more in interest expense. After the repatriation holiday in 2017, Apple brought back a big amount of their overseas cash which was being invested and spent the vast majority of it for share buybacks and other shareholder-friendly activities, which lowered their interest income.</p><p>Even though, as I mentioned earlier, the company has reduced their debt from $110 billion to $95 billion, their interest expense for the same time period increased from $2.6 billion to $2.8 billion. Although these numbers pale in comparison to their income and revenue generation, it's somewhat concerning in the long run given where interest rates are headed and the lower cash reserves the company has.</p><h3>Cash, Investments and Interest Income</h3><p>The company's cash and equivalents and short-term investments have been rising for the longest time as the company accumulated cash, but over the past few years, the company announced that it intended at getting to a cash-neutral position and spending it to fund share buybacks and other shareholder-friendly activities.</p><p>Apple had more than $100 billion in cash and short-term investment in September 2017, which decreased to under $50 billion as of today.</p><p>The more interesting part of this is the company's investments have been shrinking after the repatriation holiday back in 2017 allowed companies to bring back cash at record low tax rates, which were mostly used for share buybacks.</p><p>Apple had almost $200 billion of long-term investments in September 2017, which then slowly went down and hovers around $100 billion.</p><h3>The Result: All About The Interest Rates</h3><p>This resulted in the company's interest income to fall as their interest expense is expected to continue and climb:</p><p><img src=\"https://static.tigerbbs.com/9209feae93f89b97d8170d6ae749a21d\" tg-width=\"647\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/>During the COVID-19 pandemic, interest rates went back to zero due to control measures by the Federal Reserve. But now, interest rates are expected to climb to records as the Federal Reserve tries to stem inflation. This means, I believe, that as the company's debt load has been increasing, they will be paying a big chunk more in expenses this year relative to last.</p><p>In the most recent reporting quarter, the company saw an 8.12% increase in interest expense relative to the same period last year as a result of the federal funds rate increasing from 0% to 0.75% in 2 stages throughout their reporting time period.</p><p>Given the fact that the federal funds rate has increased to 3% since then, I expect the company's interest expense to be higher by about 35% relative to last year, leading them to potentially pay over $3.5 billion for fiscal 2022.</p><p>On the face of it, this isn't all that bad, considering the fact that the company made about $100 billion last year in net income. But then there's the whole sales growth thing, which has me slightly more concerned than last time.</p><h3>Sales Growth To Underperform</h3><p>There are a few factors that make it hard for me to see Apple meeting the current sales growth projections.</p><p>The first is that they're way too reliant on telecom companies. These offer a free iPhone with a trade-in and some plan commitments, which is one of the major incentives that folks use in order to upgrade since the new iPhone has little improvement over the one before it, which was little improved over the one before it and so on.</p><p>While there's little to make me believe that telecom companies will stop this incentive altogether, I do think that there's a limit to the amount of cycles they'll do this as they shift to focus on customer retention and not only customer transfers or initiation. We've seen this with other incentives - they take place for a business cycle or two and then shift to offering other services in place. If, and it's a big if, the iPhone 15 is to the iPhone 14 as the iPhone 14 is to the iPhone 13, I don't think the reception will be as good without these incentives to give Apple millions and millions of sales.</p><p>This is somewhat confirmed by the reception the phone had in China. New iPhone sales had a lukewarm reception in the company's second-largest market, where it's relying on for future sales growth, which doesn't have as many free upgrade offers. This is a result of individuals not wanting to spend all that money to upgrade for the sake of upgrading as there's little improvement outside the camera, which is already pro-level quality.</p><p>With these 2 main factors, I just don't see the company generating any meaningful revenues for the next 2-3 years. The added fact that they're spending more and more on research & development each year with little to show for it (so far) is added to this underperformance projection by me.</p><h3>By The Numbers: Sales & EPS</h3><p>The aforementioned factors lead me to believe that the company will likely underperform their current sales and EPS projections, which leads to them being fairly to slightly overvalued. This on its own means that the company may constitute a poor investment choice, but especially since we may be heading into a recession - the company's shares can underperform the broader market during that time period, which can be bad for investors.</p><p><img src=\"https://static.tigerbbs.com/ea69a11622481942c2d350d262e0d8ec\" tg-width=\"632\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/>With these figures not yet accounting for the already-lackluster reception in China of the new iPhone, I believe that and the aforementioned overall future underperformance means that the company will be seeing a sub-3% average annual growth rate throughout the 2025 time period.</p><p>Given my earlier points about,</p><p>1 - Increased sales through telecom companies' incentives means lower gross margins.</p><p>2 - Increased interest expense, lower interest income, SG&A expenses and R&D expenses means that the profit margin will be lower than in previous years.</p><p>3 - Lower than projected sales growth on the higher margin iPhones means margins will be lower.</p><p>I believe that the company's EPS growth rate will be lower than sales growth rate. Here are the current projections for reference:</p><p><img src=\"https://static.tigerbbs.com/68dcaf536e8ffc6aff7dc94c35e43c21\" tg-width=\"636\" tg-height=\"205\" referrerpolicy=\"no-referrer\"/>Comparing these EPS figures to the growth in sales and slightly overall lower margins means that, I believe, the company is likely to report low single-digit EPS growth over the coming time period through 2025 and is likely to report, if all else remains the same, a negative EPS growth rate in 2025.</p><h3>Conclusion - Avoiding</h3><p>The company, based on the aforementioned EPS projections, is trading at a forward price to earnings multiple of between 21x to 25x over the time period. This is overvaluing the company if their true growth rate is around the 2% to 3% mark through 2025, in my opinion.</p><p>This means that the company is likely slightly overvalued at current levels, and we shouldn't expect them to make any material gains in share price over the next 2-3 years. Since I believe this will be the case, I am shifting my bullish long-term stance on the company to a neutral one and have been shedding shares over the past few days and will continue to do so throughout the coming weeks.</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: A Bearish Sign For The First Time</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: A Bearish Sign For The First Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 23:18 GMT+8 <a href=https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 years, but there's a recent sign that has me worried.With the lack of new or innovative technologies, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-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"},"source_url":"https://seekingalpha.com/article/4543468-apple-for-the-first-time-a-bearish-sign","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102244542","content_text":"SummaryApple has been a solid company with solid fundamentals for the better part of the past 20 years, but there's a recent sign that has me worried.With the lack of new or innovative technologies, it can become a problem for the tech behemoth in the coming years.As a result, I shift my bullish stance to a neutral to a slightly bearish one.Apple has been one of the best and most solid investments for the better part of the past 20 years. As it released the iPhone in 2007, it began raking in amounts of money most other companies can only dream of and now they bring in billions from things like their Services segments, which is larger than some other companies bring in altogether.But this past year there's been a warning sign I was looking out for a long time - as they shed their cash reserves for share buybacks and other compensation, they're losing their edge in the amount of investment and interest income they generate and now, for the very first time, they are paying more in interest expense than they're bringing in.This in and of itself isn't all that bad considering they rake in about $100 billion in net income while paying just shy of $3 billion annually in interest expense. But with the lack of new innovative products, they've been relying more on telecom companies' incentive to sell their new iPhone than organic excitement.Let's dive into the issues I see.Debt Load & Interest ExpenseBeginning in 2013, the company started taking on long-term and short-term debt while interest rates were near zero to finance their operations while conserving cash overseas and investing it to bring in interest, which more than covered the interest expense on the low-interest debt. Since then, the debt has ballooned from about $16 billion to just shy of $110 billion, which was down to about $95 billion as of their latest financial reporting.But then the Federal Reserve started raising interest rates and the company began paying more in interest expense. After the repatriation holiday in 2017, Apple brought back a big amount of their overseas cash which was being invested and spent the vast majority of it for share buybacks and other shareholder-friendly activities, which lowered their interest income.Even though, as I mentioned earlier, the company has reduced their debt from $110 billion to $95 billion, their interest expense for the same time period increased from $2.6 billion to $2.8 billion. Although these numbers pale in comparison to their income and revenue generation, it's somewhat concerning in the long run given where interest rates are headed and the lower cash reserves the company has.Cash, Investments and Interest IncomeThe company's cash and equivalents and short-term investments have been rising for the longest time as the company accumulated cash, but over the past few years, the company announced that it intended at getting to a cash-neutral position and spending it to fund share buybacks and other shareholder-friendly activities.Apple had more than $100 billion in cash and short-term investment in September 2017, which decreased to under $50 billion as of today.The more interesting part of this is the company's investments have been shrinking after the repatriation holiday back in 2017 allowed companies to bring back cash at record low tax rates, which were mostly used for share buybacks.Apple had almost $200 billion of long-term investments in September 2017, which then slowly went down and hovers around $100 billion.The Result: All About The Interest RatesThis resulted in the company's interest income to fall as their interest expense is expected to continue and climb:During the COVID-19 pandemic, interest rates went back to zero due to control measures by the Federal Reserve. But now, interest rates are expected to climb to records as the Federal Reserve tries to stem inflation. This means, I believe, that as the company's debt load has been increasing, they will be paying a big chunk more in expenses this year relative to last.In the most recent reporting quarter, the company saw an 8.12% increase in interest expense relative to the same period last year as a result of the federal funds rate increasing from 0% to 0.75% in 2 stages throughout their reporting time period.Given the fact that the federal funds rate has increased to 3% since then, I expect the company's interest expense to be higher by about 35% relative to last year, leading them to potentially pay over $3.5 billion for fiscal 2022.On the face of it, this isn't all that bad, considering the fact that the company made about $100 billion last year in net income. But then there's the whole sales growth thing, which has me slightly more concerned than last time.Sales Growth To UnderperformThere are a few factors that make it hard for me to see Apple meeting the current sales growth projections.The first is that they're way too reliant on telecom companies. These offer a free iPhone with a trade-in and some plan commitments, which is one of the major incentives that folks use in order to upgrade since the new iPhone has little improvement over the one before it, which was little improved over the one before it and so on.While there's little to make me believe that telecom companies will stop this incentive altogether, I do think that there's a limit to the amount of cycles they'll do this as they shift to focus on customer retention and not only customer transfers or initiation. We've seen this with other incentives - they take place for a business cycle or two and then shift to offering other services in place. If, and it's a big if, the iPhone 15 is to the iPhone 14 as the iPhone 14 is to the iPhone 13, I don't think the reception will be as good without these incentives to give Apple millions and millions of sales.This is somewhat confirmed by the reception the phone had in China. New iPhone sales had a lukewarm reception in the company's second-largest market, where it's relying on for future sales growth, which doesn't have as many free upgrade offers. This is a result of individuals not wanting to spend all that money to upgrade for the sake of upgrading as there's little improvement outside the camera, which is already pro-level quality.With these 2 main factors, I just don't see the company generating any meaningful revenues for the next 2-3 years. The added fact that they're spending more and more on research & development each year with little to show for it (so far) is added to this underperformance projection by me.By The Numbers: Sales & EPSThe aforementioned factors lead me to believe that the company will likely underperform their current sales and EPS projections, which leads to them being fairly to slightly overvalued. This on its own means that the company may constitute a poor investment choice, but especially since we may be heading into a recession - the company's shares can underperform the broader market during that time period, which can be bad for investors.With these figures not yet accounting for the already-lackluster reception in China of the new iPhone, I believe that and the aforementioned overall future underperformance means that the company will be seeing a sub-3% average annual growth rate throughout the 2025 time period.Given my earlier points about,1 - Increased sales through telecom companies' incentives means lower gross margins.2 - Increased interest expense, lower interest income, SG&A expenses and R&D expenses means that the profit margin will be lower than in previous years.3 - Lower than projected sales growth on the higher margin iPhones means margins will be lower.I believe that the company's EPS growth rate will be lower than sales growth rate. Here are the current projections for reference:Comparing these EPS figures to the growth in sales and slightly overall lower margins means that, I believe, the company is likely to report low single-digit EPS growth over the coming time period through 2025 and is likely to report, if all else remains the same, a negative EPS growth rate in 2025.Conclusion - AvoidingThe company, based on the aforementioned EPS projections, is trading at a forward price to earnings multiple of between 21x to 25x over the time period. This is overvaluing the company if their true growth rate is around the 2% to 3% mark through 2025, in my opinion.This means that the company is likely slightly overvalued at current levels, and we shouldn't expect them to make any material gains in share price over the next 2-3 years. Since I believe this will be the case, I am shifting my bullish long-term stance on the company to a neutral one and have been shedding shares over the past few days and will continue to do so throughout the coming weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
