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2022-01-29

Nicee

Apple's Rising, but This SaaS Stock's Rally Is More Important for Growth Investors

2022-01-29

Nice

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2022-01-29

Nicee

7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022

2022-01-29

Ooof

Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%

2022-01-29

Sea limited!![Miser]

Hot Chinese ADRs Dropped in Morning Trading

2022-01-24

Nicee[Miser]

Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better

2022-01-21

Niceee

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2022-01-21

Nicee[Miser]

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2022-01-10

Nooo

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2022-01-07

Woww😲

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2022-01-07

Ooo

Vaccine Stocks Slid in Morning Trading

2022-01-07

Yesss

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2022-01-05

Ripp

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2022-01-03

Awesome 👍

Sea Limited: Engaging Wars On Multiple Fronts

2021-12-31

Nicee

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Go to Tiger App to see more news

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22:51","market":"us","language":"en","title":"Apple's Rising, but This SaaS Stock's Rally Is More Important for Growth Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2206764318","media":"Motley Fool","summary":"The broader stock market was prepared to push downward yet again on Friday morning.","content":"<html><head></head><body><p>Investors haven&#39;t gotten much relief from the recent downturn in the stock market, and as the end of January approaches, it now appears likely that stocks will post their worst month since the coronavirus bear market plunge nearly two years ago. As of 8:30 a.m. ET, futures on the <b>Dow Jones Industrial Average </b>(DJINDICES:^DJI) were down 336 points to 33,707. <b>S&amp;P 500 </b>(SNPINDEX:^GSPC) futures dropped 41 points to 4,277, and <b>Nasdaq Composite </b>(NASDAQINDEX:^IXIC) futures fell 117 points to 13,870.</p><p>Many on Wall Street have been looking for signs that the correction might come to an end, and pinning their hopes on <b>Apple </b>(NASDAQ:AAPL) seemed like a reasonable bet. Indeed, Apple&#39;s earnings results late Thursday showed solid performance that has the stock moving higher in premarket trading Friday morning. Yet growth investors also have to focus on some of the companies that moved so aggressively higher during the best of times to see when they might bounce. One prominent software-as-a-service (SaaS) stock got a nice move higher in premarket trading. Below, you&#39;ll learn more about it, but first, let&#39;s take a look at what Apple said in its quarterly report.</p><h2>Apple picks up some ground</h2><p>Shares of Apple rose nearly 2% as of 8:30 a.m. ET, pulling back from much larger gains in Thursday&#39;s after-hours session. The iPhone giant saw amazing results, but worries about what the future could bring are still weighing on the tech company&#39;s stock despite its success.</p><p>Apple&#39;s numbers showed the scope of the world&#39;s most valuable stock. Fiscal first-quarter revenue came in at $123.9 billion, up 11% year over year and setting a new record. Net income rose at an even healthier 20% rate to $34.6 billion. That produced earnings of $2.10 per share, which was better than many had expected.</p><p>Looking more closely at the numbers, Apple had areas of strength and weakness. Mac sales stood out the most, with a 25% rise from year-ago levels prompted by strong product offerings. 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The workplace collaboration software provider reassured investors who&#39;ve seen the company&#39;s stock fall 40% from recent highs just a few months ago.</p><p>Atlassian&#39;s growth continued in its fiscal second quarter. Revenue of $689 million was up 37% from year-ago levels. Adjusted net income jumped 34% to $127 million, and Atlassian produced close to $200 million in free cash flow during the period. Adjusted earnings of $0.50 per share were better than most had expected.</p><p>Atlassian&#39;s strength came from the cloud. Subscription revenue was 64% higher, with data center sales soaring 83% year over year. Indeed, the company&#39;s products have enough traction among customers that Atlassian announced price increases of 13% to 15% for its data center products and 10% to 25% for its server offerings, effective mid-February.</p><p>Collaboration remains critical across the globe, and Atlassian&#39;s tools are valuable. Its stock&#39;s performance is also a vital indicator of the strength of the SaaS stock space. It&#39;ll take more successes like Atlassian&#39;s to reassure investors of the long-term potential it and companies like it have to generate massive growth in future years.</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>Apple's Rising, but This SaaS Stock's Rally Is More Important for Growth Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Rising, but This SaaS Stock's Rally Is More Important for Growth Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 22:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/28/apples-rising-but-this-saas-stocks-rally-is-more-i/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors haven't gotten much relief from the recent downturn in the stock market, and as the end of January approaches, it now appears likely that stocks will post their worst month since the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/28/apples-rising-but-this-saas-stocks-rally-is-more-i/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4553":"喜马拉雅资本持仓","BK4566":"资本集团","BK4211":"区域性银行","BK4515":"5G概念","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","ISBC":"投资者银行","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4501":"段永平概念"},"source_url":"https://www.fool.com/investing/2022/01/28/apples-rising-but-this-saas-stocks-rally-is-more-i/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206764318","content_text":"Investors haven't gotten much relief from the recent downturn in the stock market, and as the end of January approaches, it now appears likely that stocks will post their worst month since the coronavirus bear market plunge nearly two years ago. As of 8:30 a.m. ET, futures on the Dow Jones Industrial Average (DJINDICES:^DJI) were down 336 points to 33,707. S&P 500 (SNPINDEX:^GSPC) futures dropped 41 points to 4,277, and Nasdaq Composite (NASDAQINDEX:^IXIC) futures fell 117 points to 13,870.Many on Wall Street have been looking for signs that the correction might come to an end, and pinning their hopes on Apple (NASDAQ:AAPL) seemed like a reasonable bet. Indeed, Apple's earnings results late Thursday showed solid performance that has the stock moving higher in premarket trading Friday morning. Yet growth investors also have to focus on some of the companies that moved so aggressively higher during the best of times to see when they might bounce. One prominent software-as-a-service (SaaS) stock got a nice move higher in premarket trading. Below, you'll learn more about it, but first, let's take a look at what Apple said in its quarterly report.Apple picks up some groundShares of Apple rose nearly 2% as of 8:30 a.m. ET, pulling back from much larger gains in Thursday's after-hours session. The iPhone giant saw amazing results, but worries about what the future could bring are still weighing on the tech company's stock despite its success.Apple's numbers showed the scope of the world's most valuable stock. Fiscal first-quarter revenue came in at $123.9 billion, up 11% year over year and setting a new record. Net income rose at an even healthier 20% rate to $34.6 billion. That produced earnings of $2.10 per share, which was better than many had expected.Looking more closely at the numbers, Apple had areas of strength and weakness. Mac sales stood out the most, with a 25% rise from year-ago levels prompted by strong product offerings. Service-related revenue was the second-best performer among the company's categories, rising 24% year over year. Wearables posted modest 13% gains, while sales of iPhone picked up 9%. Only the iPad lost ground, with revenue falling 14% year over year.Geographically, China was Apple's fastest-growing market, with the rest of the Asia-Pacific region showing strong growth as well with the notable exception of Japan. Sales from the Americas and Europe showed solid gains.Apple continues to be a cash cow, returning $27 billion to shareholders during the quarter. That's been a big supporter of the stock and should keep doing so in the years to come.Atlassian picks up groundMeanwhile, on the SaaS front, Atlassian (NASDAQ:TEAM) jumped nearly 7%. The workplace collaboration software provider reassured investors who've seen the company's stock fall 40% from recent highs just a few months ago.Atlassian's growth continued in its fiscal second quarter. Revenue of $689 million was up 37% from year-ago levels. Adjusted net income jumped 34% to $127 million, and Atlassian produced close to $200 million in free cash flow during the period. Adjusted earnings of $0.50 per share were better than most had expected.Atlassian's strength came from the cloud. Subscription revenue was 64% higher, with data center sales soaring 83% year over year. Indeed, the company's products have enough traction among customers that Atlassian announced price increases of 13% to 15% for its data center products and 10% to 25% for its server offerings, effective mid-February.Collaboration remains critical across the globe, and Atlassian's tools are valuable. Its stock's performance is also a vital indicator of the strength of the SaaS stock space. It'll take more successes like Atlassian's to reassure investors of the long-term potential it and companies like it have to generate massive growth in future years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099553847,"gmtCreate":1643387371859,"gmtModify":1676533815369,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099553847","repostId":"2206187694","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099553134,"gmtCreate":1643387339160,"gmtModify":1676533815378,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099553134","repostId":"1175743992","repostType":4,"repost":{"id":"1175743992","pubTimestamp":1643382994,"share":"https://www.laohu8.com/m/news/1175743992?lang=&edition=full","pubTime":"2022-01-28 23:16","market":"us","language":"en","title":"7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1175743992","media":"InvestorPlace","summary":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks o","content":"<html><head></head><body><p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The <b>Nasdaq 100</b>, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.</p><p>But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the <b>Nasdaq</b> and the Nasdaq 100, while making significant profits this year.</p><p>First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.</p><p>Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.</p><p>With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:</p><ul><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>)</li><li><b>Palo Alto Networks</b>(NASDAQ:<b><u>PANW</u></b>)</li><li><b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>)</li><li><b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>)</li><li><b>PayPal</b>(NASDAQ:<b><u>PYPL</u></b>)</li><li><b>Ciena</b>(NYSE:<b><u>CIEN</u></b>)</li></ul><p>Tech Stocks to Beat the Nasdaq: IBM (IBM)</p><p>This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.</p><p>More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.</p><p>Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.</p><p>Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.</p><p><b>Microsoft (MSFT)</b></p><p>The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.</p><p>Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.</p><p>Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.</p><p>Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.</p><p><b>Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)</b></p><p>One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.</p><p>Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.</p><p>Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.</p><p><b>Alphabet (GOOG, GOOGL)</b></p><p>With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:<b><u>AAPL</u></b>) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.</p><p>In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.</p><p>Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firm<b>JB Hunt</b>(NASDAQ:<b><u>JBHT</u></b>), this year.</p><p>JMP Securities analyst Andrew Boone told <i>The New York Times</i> that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.</p><p><b>Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)</b></p><p>Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.</p><p>With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.</p><p>TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.</p><p>According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.</p><p><b>PayPal (PYPL)</b></p><p>PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.</p><p>Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”</p><p>PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.</p><p>Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.</p><p><b>Tech Stocks to Beat the Nasdaq: Ciena (CIEN)</b></p><p>Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.</p><p>In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.</p><p>In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.</p><p>Ciena’s CEO, Gary Smith, told<i>Barron’s</i>that it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.</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>7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">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","MSFT":"微软","PANW":"Palo Alto Networks","GOOG":"谷歌","CIEN":"Ciena科技","PYPL":"PayPal","IBM":"IBM"},"source_url":"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175743992","content_text":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the Nasdaq and the Nasdaq 100, while making significant profits this year.First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:IBM(NYSE:IBM)Microsoft(NASDAQ:MSFT)Palo Alto Networks(NASDAQ:PANW)Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL)Taiwan Semiconductor(NYSE:TSM)PayPal(NASDAQ:PYPL)Ciena(NYSE:CIEN)Tech Stocks to Beat the Nasdaq: IBM (IBM)This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.Microsoft (MSFT)The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.Alphabet (GOOG, GOOGL)With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:AAPL) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firmJB Hunt(NASDAQ:JBHT), this year.JMP Securities analyst Andrew Boone told The New York Times that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.PayPal (PYPL)PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.Tech Stocks to Beat the Nasdaq: Ciena (CIEN)Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.Ciena’s CEO, Gary Smith, toldBarron’sthat it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099553038,"gmtCreate":1643387325242,"gmtModify":1676533815362,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ooof","listText":"Ooof","text":"Ooof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099553038","repostId":"1184372008","repostType":4,"repost":{"id":"1184372008","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":1643382266,"share":"https://www.laohu8.com/m/news/1184372008?lang=&edition=full","pubTime":"2022-01-28 23:04","market":"us","language":"en","title":"Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184372008","media":"Tiger Newspress","summary":"Meme stocks tumbled in morning trading, AMC shares fell more than 6%.","content":"<html><head></head><body><p>Meme stocks tumbled in morning trading, AMC shares fell more than 6%.<img src=\"https://static.tigerbbs.com/796d23dc3a22cb91c07e98e440fdc51d\" tg-width=\"374\" tg-height=\"470\" 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>Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%</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\">\nMeme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%\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\">2022-01-28 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meme stocks tumbled in morning trading, AMC shares fell more than 6%.<img src=\"https://static.tigerbbs.com/796d23dc3a22cb91c07e98e440fdc51d\" tg-width=\"374\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184372008","content_text":"Meme stocks tumbled in morning trading, AMC shares fell more than 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099559846,"gmtCreate":1643387287793,"gmtModify":1676533815354,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sea limited!![Miser]&nbsp;","listText":"Sea limited!![Miser]&nbsp;","text":"Sea limited!![Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099559846","repostId":"1144860170","repostType":4,"repost":{"id":"1144860170","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":1643381040,"share":"https://www.laohu8.com/m/news/1144860170?lang=&edition=full","pubTime":"2022-01-28 22:44","market":"us","language":"en","title":"Hot Chinese ADRs Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1144860170","media":"Tiger Newspress","summary":"Hot Chinese ADRs dropped in morning trading. Baidu, Pinduoduo, Ke Holdings, Bilibili, DiDi, Tal Educ","content":"<html><head></head><body><p>Hot Chinese ADRs dropped in morning trading. Baidu, Pinduoduo, Ke Holdings, Bilibili, DiDi, Tal Education, NIO and XPeng fell between 1% to 5%.<img src=\"https://static.tigerbbs.com/548c59d9ae453b022d396408529a0287\" tg-width=\"365\" tg-height=\"781\" 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>Hot Chinese ADRs Dropped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Dropped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-28 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs dropped in morning trading. Baidu, Pinduoduo, Ke Holdings, Bilibili, DiDi, Tal Education, NIO and XPeng fell between 1% to 5%.<img src=\"https://static.tigerbbs.com/548c59d9ae453b022d396408529a0287\" tg-width=\"365\" tg-height=\"781\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)","PDD":"拼多多","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144860170","content_text":"Hot Chinese ADRs dropped in morning trading. Baidu, Pinduoduo, Ke Holdings, Bilibili, DiDi, Tal Education, NIO and XPeng fell between 1% to 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007756516,"gmtCreate":1643020062779,"gmtModify":1676533765368,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nicee[Miser]&nbsp;","listText":"Nicee[Miser]&nbsp;","text":"Nicee[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007756516","repostId":"2205248240","repostType":2,"repost":{"id":"2205248240","pubTimestamp":1642898373,"share":"https://www.laohu8.com/m/news/2205248240?lang=&edition=full","pubTime":"2022-01-23 08:39","market":"us","language":"en","title":"Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2205248240","media":"Motley Fool","summary":"Regulators have granted SoFi conditional approval on its application to become a bank.","content":"<html><head></head><body><p>After a difficult few months for the stock, <b>SoFi</b> (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company&#39;s application to become a bank. Now, SoFi will be able to complete its previously announced acquisition of <b>Golden Pacific Bancorp</b> and become a bank holding company.</p><p>SoFi plans to capitalize the bank with $750 million, and the bank will have $5.3 billion of assets once the deal with Golden Pacific closes, which is expected to happen in February. Following the news of the bank charter, SoFi&#39;s stock shot up.</p><p>Here&#39;s why SoFi&#39;s long-awaited bank charter will improve the company&#39;s operations.</p><p><img src=\"https://static.tigerbbs.com/b043430dd6fd8a492604fcb1cb4193d3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Streamlining operations</h2><p>Despite competing in the banking space, many fintech companies start as tech companies and do not have a formal banking license -- they are not easy to obtain. So, most fintechs tend to partner with licensed banks to do things like hold the deposits they gather from their members (unlicensed banks can&#39;t hold deposits on their balance sheet) and originate loans for them in some cases. This typically involves some kind of revenue share. Additionally, because banks can&#39;t use deposits to fund loan originations, they have to use higher-cost funding.</p><p>One of the main benefits of the bank charter will be enabling SoFi to lower its interest expense, which is the interest SoFi pays on the debt it uses to fund assets such as loans. According to its recent regulatory filing, the company&#39;s current funding sources for originations include securitization debt and funding from warehouse facilities. SoFi pays interest on this funding of nearly 4% and 1.6%, respectively. This funding is also not as reliable in certain market conditions. Currently, most savings and checking accounts pay out very little interest, and even a lot of high-yield savings accounts pay much less interest than these higher-cost sources.</p><p>With the bank charter, SoFi will be able to transfer all of the deposits in its cash management SoFi Money product that it currently sends to a partner bank back into SoFi to hold. SoFi Money accounts topped 1.16 million at the end of the third quarter, so they should offer a decent source of funding that will also grow in the future. This will significantly lower SoFi&#39;s cost of funding loan originations, or it can maintain both sources if it needs them to grow.</p><p>Additionally, having a bank charter will make it easier for SoFi to hold loans on its balance sheet, whether that means holding loans for longer periods or to completion. Most fintech consumer lenders sell loans they originate right away to an investor or bank for a fee. But when you hold a loan on the balance sheet, you can collect interest payments every month, and that loan ends up being more profitable over its life, as long as it doesn&#39;t go into default.</p><p>With a bank charter, SoFi will have more clarity from a regulatory perspective on its operations. It is also another signal to investors that SoFi is a trustworthy lender. While the company has a good reputation, given that it has been originating loans for several years now, I think investors see it as a good sign that a fintech company is willing to take some risk on its balance sheet, although I am not yet sure how long SoFi plans to hold its loans.</p><p>In its first presentation, management showed the impact of the bank charter on earnings before interest, taxes, depreciation, and amortization (EBITDA). While the numbers have likely changed, as this presentation is now roughly a year old, I think this is illustrative of how helpful the bank charter can be.</p><p><img src=\"https://static.tigerbbs.com/5ca5ac4bdc2ba7427f2b507f42aeb914\" tg-width=\"700\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SoFi January 2021 investor presentation.</p><h2>Hitting a key milestone</h2><p>While the bank charter has been long anticipated, there was some question over it, given some of the regulatory uncertainty in the banking arena in Washington over the past few months. It is also no easy feat for any fintech to obtain a bank charter. The charter will make the deposits that SoFi gathers much more valuable and greatly help the unit economics in its lending division. Ultimately, expect revenue and EBITDA to be higher this year and going forward with the bank charter now secured.</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>Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4166":"消费信贷","BK4549":"软银资本持仓","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","SOFI":"SoFi Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205248240","content_text":"After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able to complete its previously announced acquisition of Golden Pacific Bancorp and become a bank holding company.SoFi plans to capitalize the bank with $750 million, and the bank will have $5.3 billion of assets once the deal with Golden Pacific closes, which is expected to happen in February. Following the news of the bank charter, SoFi's stock shot up.Here's why SoFi's long-awaited bank charter will improve the company's operations.Image source: Getty Images.Streamlining operationsDespite competing in the banking space, many fintech companies start as tech companies and do not have a formal banking license -- they are not easy to obtain. So, most fintechs tend to partner with licensed banks to do things like hold the deposits they gather from their members (unlicensed banks can't hold deposits on their balance sheet) and originate loans for them in some cases. This typically involves some kind of revenue share. Additionally, because banks can't use deposits to fund loan originations, they have to use higher-cost funding.One of the main benefits of the bank charter will be enabling SoFi to lower its interest expense, which is the interest SoFi pays on the debt it uses to fund assets such as loans. According to its recent regulatory filing, the company's current funding sources for originations include securitization debt and funding from warehouse facilities. SoFi pays interest on this funding of nearly 4% and 1.6%, respectively. This funding is also not as reliable in certain market conditions. Currently, most savings and checking accounts pay out very little interest, and even a lot of high-yield savings accounts pay much less interest than these higher-cost sources.With the bank charter, SoFi will be able to transfer all of the deposits in its cash management SoFi Money product that it currently sends to a partner bank back into SoFi to hold. SoFi Money accounts topped 1.16 million at the end of the third quarter, so they should offer a decent source of funding that will also grow in the future. This will significantly lower SoFi's cost of funding loan originations, or it can maintain both sources if it needs them to grow.Additionally, having a bank charter will make it easier for SoFi to hold loans on its balance sheet, whether that means holding loans for longer periods or to completion. Most fintech consumer lenders sell loans they originate right away to an investor or bank for a fee. But when you hold a loan on the balance sheet, you can collect interest payments every month, and that loan ends up being more profitable over its life, as long as it doesn't go into default.With a bank charter, SoFi will have more clarity from a regulatory perspective on its operations. It is also another signal to investors that SoFi is a trustworthy lender. While the company has a good reputation, given that it has been originating loans for several years now, I think investors see it as a good sign that a fintech company is willing to take some risk on its balance sheet, although I am not yet sure how long SoFi plans to hold its loans.In its first presentation, management showed the impact of the bank charter on earnings before interest, taxes, depreciation, and amortization (EBITDA). While the numbers have likely changed, as this presentation is now roughly a year old, I think this is illustrative of how helpful the bank charter can be.SoFi January 2021 investor presentation.Hitting a key milestoneWhile the bank charter has been long anticipated, there was some question over it, given some of the regulatory uncertainty in the banking arena in Washington over the past few months. It is also no easy feat for any fintech to obtain a bank charter. The charter will make the deposits that SoFi gathers much more valuable and greatly help the unit economics in its lending division. Ultimately, expect revenue and EBITDA to be higher this year and going forward with the bank charter now secured.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004722616,"gmtCreate":1642694744509,"gmtModify":1676533737004,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Niceee","listText":"Niceee","text":"Niceee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004722616","repostId":"1126677206","repostType":2,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004722824,"gmtCreate":1642694736159,"gmtModify":1676533737008,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nicee[Miser]&nbsp;","listText":"Nicee[Miser]&nbsp;","text":"Nicee[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004722824","repostId":"1126677206","repostType":2,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006456211,"gmtCreate":1641825730304,"gmtModify":1676533651307,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nooo","listText":"Nooo","text":"Nooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006456211","repostId":"1110542389","repostType":2,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008572683,"gmtCreate":1641507156634,"gmtModify":1676533621440,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Woww😲","listText":"Woww😲","text":"Woww😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008572683","repostId":"1156227790","repostType":4,"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008576737,"gmtCreate":1641507102645,"gmtModify":1676533621417,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008576737","repostId":"1137932427","repostType":4,"repost":{"id":"1137932427","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":1641482309,"share":"https://www.laohu8.com/m/news/1137932427?lang=&edition=full","pubTime":"2022-01-06 23:18","market":"us","language":"en","title":"Vaccine Stocks Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1137932427","media":"Tiger Newspress","summary":"Vaccine stocks slid in morning trading. BioNTech SE, Moderna, Pfizer, Histogenics and Novavax fell b","content":"<html><head></head><body><p>Vaccine stocks slid in morning trading. BioNTech SE, Moderna, Pfizer, Histogenics and Novavax fell between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/a275eb7fdd60e6ddf615caa2e0c8a763\" tg-width=\"285\" tg-height=\"274\" 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>Vaccine Stocks Slid in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Slid in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-06 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine stocks slid in morning trading. BioNTech SE, Moderna, Pfizer, Histogenics and Novavax fell between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/a275eb7fdd60e6ddf615caa2e0c8a763\" tg-width=\"285\" tg-height=\"274\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137932427","content_text":"Vaccine stocks slid in morning trading. BioNTech SE, Moderna, Pfizer, Histogenics and Novavax fell between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008576510,"gmtCreate":1641507069234,"gmtModify":1676533621409,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yesss","listText":"Yesss","text":"Yesss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008576510","repostId":"2201665872","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008159559,"gmtCreate":1641393754544,"gmtModify":1676533609751,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ripp","listText":"Ripp","text":"Ripp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008159559","repostId":"1171141493","repostType":4,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001164700,"gmtCreate":1641194185633,"gmtModify":1676533581537,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Awesome 👍","listText":"Awesome 👍","text":"Awesome 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001164700","repostId":"1171608797","repostType":2,"repost":{"id":"1171608797","pubTimestamp":1641177163,"share":"https://www.laohu8.com/m/news/1171608797?lang=&edition=full","pubTime":"2022-01-03 10:32","market":"us","language":"en","title":"Sea Limited: Engaging Wars On Multiple Fronts","url":"https://stock-news.laohu8.com/highlight/detail?id=1171608797","media":"Seeking Alpha","summary":"SummaryShopee is taking a long-term approach by re-investing its margins to expand into new markets ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shopee is taking a long-term approach by re-investing its margins to expand into new markets and pursue more market share.</li><li>While Garena growth seems to be tapering down, we do not think its growth has peaked yet due to its strong monetization capabilities in the U.S and others.</li><li>SeaMoney is intentionally ramping up its sales and marketing efforts to drive more adoption to ShopeePay, and that is temporarily suppressing its margins.</li><li>Using a sum-of-parts valuation, the intrinsic value of the business is $341.33, a 55% upside from the current share price.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e67f7a326258558c1021793376f4c25\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Wachiwit/iStock Editorial via Getty Images</span></p><p><b>Overview</b></p><p>Sea Limited is an internet platform company that consists of three main business segments – Garena (digital entertainment), Shopee (e-commerce), and SeaMoney (digital financial services). Throughout the years, Sea Limited has been reinvesting aggressively into their business to capture market share rapidly and grow their user base in every region. Starting out from Singapore, they have since achieved a respectable presence in Southeast Asia, Taiwan, and most recently in Latin America. In this article, we will be unpacking Sea Limited Q3’21 results, as we share our thoughts on the quarter. Do also head to the previous article we have written for Sea Limited.</p><p><b>Garena</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11f0e27a4acd7a2b1671fd01bf86d291\" tg-width=\"1280\" tg-height=\"791\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>In Q3’21, Garena’s quarterly active users (“QAU”) grew 0.5% sequentially to 729 million, a slowdown in users growth due the law of large numbers. Bookings growth has also stagnated as a result. More users are increasingly transitioning into paying users as the paying user ratio (“PUR”) rose to 12.8%. Based on the low PUR, there is still a large opportunity to convert its existing user base into paying users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/614efda95d41b79b0ed25736f40cbec8\" tg-width=\"1056\" tg-height=\"652\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Next, Garena’s average revenue per paying user (“ARPPU”) continues to taper down to $12.88, and that is likely due to most users coming from India and Latin America with much lower spending power. We will not rule out the possibility that Garena may increase the pricing of its in-game items to increase its monetization. Over time, the two key metrics that we should be measuring closely are PUR and ARPPU, and both tell us whether Garena can improve its monetizing capabilities to sustain its growth rate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac621fe91314553c8c3337633f7055c6\" tg-width=\"970\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/><span>Source: Sensortower</span></p><p>What is impressive during the quarter is that Garena Free Fire (“FF”) revenue per download (“RPD”) heavily surpassed its rivals in the United States, even though it has a much smaller user base. And despite PUBG re-launching in India in Q2&#39;21, FF is still leading by the highest RPD, as well as app rankings, showing that it has better monetization capabilities than its peers. According to SensorTower, FF was also the top five most downloaded games worldwide for six consecutive quarters, and in Q3’21, it was ranked as top three. With the game nearing five years of operation, this removes any doubt that its growth has peaked, and it is well on its way to building an enduring franchise.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cb798c3496a01756720d7566f71ec6f\" tg-width=\"900\" tg-height=\"900\" referrerpolicy=\"no-referrer\"/><span>Source: Free Fire Twitter</span></p><p>Garena Free Fire Max, an enhanced version of the current FF game was also launched in the quarter. Interestingly, what caught our eye was the introduction of a new feature called “Craftland”, where FF offers a “platform” for users to unleash their creativity through creating their own maps and inviting their friends over to play. This helps to increase social interaction, engagements, and also the stickiness of the game. As of today, it has over 4.57 million downloads on Google Play Store and it has a high review of over 4 stars. If we head over to Youtube, there are plenty of videos related to “Craftland”, showing how well received it is by the FF community. Looking ahead, Garena seeks to introduce more content, features, modes, and gameplays to sustain its existing strong base of users.</p><p>On top of that, Garena’s strong global presence has also received accelerated interest from worldwide studios looking to partner up with them, and management states that they are working on new ideas in the pipeline.</p><p><b>Shopee</b></p><p><b>Expansion into other markets</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9be6ee805f0031bdbda5f9091e2d818\" tg-width=\"748\" tg-height=\"556\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee India</span></p><p>Shopee has also expanded into multiple markets, including France,Poland,Spain,India, and also Argentina. If we head to the websites, there are a few common traits that we observed, and that is Shopee replicating its playbook by giving out free shipping, free commission (to sellers), cashback, and vouchers across its platform to entice users to use the platform and to spur the flywheel effect. This has proven to work in countries in SEA and Brazil, as evident from its market leadership.</p><p><b>Operating and Financial Metrics</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e705eacc3dc34accf3e60455b81f0112\" tg-width=\"1280\" tg-height=\"791\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Shopee recorded a growth rate of 80% which saw its GMV reach US$16.8 billion. Recently, Alibaba (NYSE:BABA) has disclosed the LTM revenue of Lazada, which is US$21 billion, up 60% YOY. By comparison, Shopee LTM GMV grew 90% YOY to $US56 billion, heavily surpassing that of its rival.</p><p>There are also signs of improving monetization as the take-rate increased sequentially to 8.93% during the quarter. As Shopee scales larger over time, it has the ability to increase its take-rate without losing its sellers as it is able to bring higher sales volume to its sellers than any other platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f793d575a267fe3e4fe60299189f29e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Based on the total addressable market (“TAM”) of US$260 billion GMV, Shopee is the clear market leader with 21% of the TAM, followed by Lazada&#39;s 8%. This shows how quickly Shopee has been gobbling up market share, making it an undisputed leader in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88f5af1de4543fd03fcebaa9de4c1e3c\" tg-width=\"1280\" tg-height=\"678\" referrerpolicy=\"no-referrer\"/><span>Source: Google Trend</span></p><p>Data from Google Trend also shows that Shopee continues to lead ahead of Lazada and Tokopedia. Interestingly, Alibaba’s management has also laid out a goal to achieve a $US 100 billion GMV, although a timeline is not given. Alibaba is re-focusing its attention on the Southeast Asia market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0411927ec3f53dbbbd0a669cae109dc7\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Shopee’s order volume grew 129% YOY, which is its ninth-consecutive quarter of triple-digit growth rate. By comparison, Lazada’s order growth rate was only 82%. This tells us that users are spending more on Shopee than Lazada, which is not surprising due to Shopee’s overwhelming consumers’ mindshare. To get an outlook into next quarter’s results, Shopee recorded 13 times more items sold on an average day in the first 2 hours of its 12.12 event promotion, revealing how successful the campaign was.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f5b0365bf05142d748d698ab1c3d0f1\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>The average order value (&#34;AOV&#34;) continues to decline to $9.88 in the quarter. In our view, this is not a cause for worry. In the newer markets that Shopee has expanded into, users tend to start with smaller purchases with lower AOV. Over time, as they established more trust with the platform, they will increasingly move towards purchasing higher-ticket items.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3be44b2dc1e75eaf3db57e1d823ecaa\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Turning to profitability, Shopee’s gross profit margin (“GPM”) was 26.72%, compared to 31.94% in Q2’21. This was largely due to the higher cost of revenue in the quarter, including higher logistic costs associated with order growth and value-added services such as inventory management and fulfillment services provided to customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d06185d6b36d451ed2095fabbc052ba6\" tg-width=\"1280\" tg-height=\"790\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Sales and marketing expenses (“S&amp;M”) expenses increased 124% YOY to $689 million, as Shopee ramp up its S&amp;M efforts to capture more market share across its existing and new markets. As a result, S&amp;M expenses as a % of GMV continue to fluctuate at 4.10%. Considering that some of its operating markets are in the early stages, investments may increase if the management spots any clear opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aaa58e08ff935169c615806c98eadca\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>As a result of the lower gross profit and higher S&amp;M expenses, Shopee’s adjusted loss per order fluctuates at a negative $0.40 in the quarter. This is notable considering Shopee entered many new countries with zero monetization, and took its profits from its matured markets to finance S&amp;M expenses in the newer markets.</p><p>This is supported by a statement by Chief Corporate Officer Wang in Q2 2021:</p><blockquote>In terms of positive EBITDA from Malaysia, again, we&#39;re very happy to report that Malaysia has become the second market to achieve positive EBITDA after Taiwan for our Shopee business. And of course, it is followed by the results of better monetization over time as well as improving operational efficiency over time. As we stressed before that the marketplace e-commerce model in terms of profitability is highly proven and with scale and strong market leadership and ability to deliver a clear and increasing value to our seller communities, we will be able to make a strong profit down the road. And this is basically generating value to our communities and, by that, will generate value to our shareholders as well.</blockquote><p><b>Battle with the Incumbents</b></p><p>While Shopee expands aggressively, it is also important to consider the competitive landscape across its markets, and that includes the incumbent Allegro, a 20-year-old well-established local e-commerce platform in Poland, and Mercado Libre, the biggest e-commerce platform across Latin America (“LATAM”), particularly in Brazil, Mexico, and Argentina.</p><p><b>Latin America</b></p><p>According to Similarweb, Shopee’s web traffic is increasing steadily across LATAM, which include Colombia,Mexico, and Brazil, although MELI is leading by a wide margin.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8e8ab3232fdc0a70c67186b0bae587c\" tg-width=\"552\" tg-height=\"556\" referrerpolicy=\"no-referrer\"/><span>Top shopping app in Colombia, Source: SensorTower</span></p><p>However, based on the app rankings on SensorTower, Shopee has surpassed and overtook MELI as the top shopping app across Mexico,Chile, Colombia, and Brazil. This was accomplished within a span of 6 months, excluding its operation in Brazil.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d50771a33f9bbe4451ae3b496eeed1db\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Instagram</span></p><p>Alternatively, we can also track their social media followers as this gives us a sense of Shopee’s brand awareness in the region. As of ending Dec 2021, it has more followers than Mercardo in Colombia and Brazil, with Chile and Mexico coming close.</p><p><b>Poland</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82d28504ed7a24520b23f28860b28fed\" tg-width=\"547\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/><span>Figure - Shopee is the #1 shopping app in Poland, Source: Sensortower</span></p><p>Similarly in Poland, Shopee follows the same footprint whereby Allegro’s (WSE:ALE) web traffic leads by a mile, but it was overtaken by Shopee as the number one shopping app, and this was achieved within 3 months since Shopee was launched. In addition, Shopee and Allegro have 12.8k and 68k Instagram followers, respectively.</p><p>Although Allegro has over 10 million downloads on Google Play Store, this is insignificant considering that it is only a fraction of its total website visits of 222 million. This may suggest that there is lesser focus and emphasis on the mobile app.</p><p><b>Shopee Concluding Thoughts</b></p><p>It is not surprising to see this data surfaced because users in Poland and LATAM are more accustomed to shopping on the browser, and so there was much less emphasis on mobile. Therefore, Shopee leveraged its mobile-first approach, capitalizing on the opportunity and that has proven to be successful based on the data from third-party sources.</p><p>While investors seem to be concerned that Shopee is fighting too many wars on its front, including its expansion into India, Argentina, and France, the management has demonstrated that they are capable enough to execute given its strong localization capabilities. This long-term approach to sacrifice short-term profitability and pursue additional market share are also well-aligned to the shareholders.</p><p><b>Digital Finance - SeaMoney</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d530155412cffe0c2f8eb8d2f56adb7\" tg-width=\"1280\" tg-height=\"791\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>In Q3’21, SeaMoney’s total payment volume (“TPV”) grew 119% YOY to reach $4.6 billion, and this was mainly driven by the increase in customers’ adoption of ShopeePay. There are also improvements in monetization as take-rate increased to 2.9% from 0.7% in Q3’20, and as a result, revenue grew at a staggering rate of over 800% YOY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eefc6aab1a7fe29f20f51ef27681affa\" tg-width=\"946\" tg-height=\"604\" referrerpolicy=\"no-referrer\"/><span>Source: Own&#39;s Graph</span></p><p>During the earnings call, the management also talked about an inherent flywheel effect in SeaMoney, that as more merchants join ShopeePay, the number of use cases increases. This encourages consumers to use ShopeePay and thus drives further adoption. When the user base grows larger and larger, more merchants expressed their interest to get on board, accelerating the acquisition on both sides (merchants and consumers) of the business. Users also get additional benefits such as cashback and vouchers, which help to spur the network effect. Over time, customer acquisition costs (“CAC”) will also come down as more users join organically.</p><p>ShopeePay’s use cases include bill payments, contactless payment at offline retails, paying for taxi rides (i.e. partnership with Blue Bird Taxi in Indonesia), and many more.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17a8cd811e58a9ca86e248cb272f77e5\" tg-width=\"1280\" tg-height=\"787\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>S&amp;M expenses increased 65% YoY as SeaMoney drives more adoption to its mobile wallet business. However, S&amp;M expenses as a % of TPV have reduced to 4.26% from 5.64% a year ago, showing sales efficiency as lower marketing spending are translating into higher revenue growth. If we add back the S&amp;M expenses to its adjusted EBITDA, its normalized margin for this quarter is actually 27.8%. This shows that its margin is artificially depressed as the management is intentionally spending on S&amp;M to grow its market share.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609d411ca867f1c02768681be73e44d6\" tg-width=\"1280\" tg-height=\"792\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>As of Q3’21, the number of quarterly paying users (“QPU”) reached 39.7 million, a 20% sequential growth from Q2’21. This existing user base is important as its digital bank is set to launch in 2022.</p><p>Diving deeper, we can get a glimpse into the upcoming financial products that will be launched based on Linkedin’s job openings, and that includes insurance,wealth management,prepaid cards, and as well as credit services revolving around repayment loans and revolving credits. And in Sep 2021, SeaMoney also launched its digital bank app in Indonesia.</p><p><b>Risks</b></p><p>The slowdown in Garena’s growth rate</p><ul><li><p>As Garena’s growth starts to taper down, it is important for us to track whether the PUR and ARPPU are increasing over time as these tell us whether they are improving their monetization capabilities.</p></li><li><p>However, we do not expect growth to decline drastically due to the highly engaging nature of the game, and as well as new ideas in the pipeline.</p></li></ul><p>Shopee aggressive expansion into new markets</p><ul><li><p>Shopee entry into new markets and the competitive pressure may accelerate its cash burn rate and erode its profit margin over time. However, we believe the risk is mitigated for a few reasons — due to the hefty $11.2 billion cash on its balance sheet, cash cow of Garena, and not to mention, Shopee is also profitable on a GPM basis.</p></li><li><p>Going forward, we should track Shopee’s website traffic,app rankings,google trends,social media followings to see if these investments are translating into results.</p></li></ul><p><b>Valuation</b></p><p>To calculate the intrinsic value of Sea Group, we will be using the sum-of-the-parts (“SOTP”) valuation model and some comparables.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e1008fe7564b4ddff7f3b72591d647e\" tg-width=\"1280\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/><span>Source: Morningstar, OutlookIndia</span></p><p><b>Garena Valuation</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a02ef5f5a79b78be636a73b04be45e78\" tg-width=\"1280\" tg-height=\"137\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>To determine a reasonable multiple to assign to Garena, we cross-reference to other gaming peers such as Electronic Arts (NASDAQ:EA) and Activision Blizzard (NASDAQ:ATVI), which are trading at roughly 18x multiple. Considering that both companies are growing much faster, and growth rate in Q3’21, an implied multiple of 18x and a forward growth rate of 25% are reasonable. Therefore, Garena is worth approximately $63.83 billion.</p><p><b>Shopee Valuation</b></p><p>Looking at comparable transactions of Flipkart, Tokopedia, and Lazada, along with assessing the quality of each business, we think of a fair multiple of EV/GMV as 1x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e90103e5677261fee18f312dd39b00\" tg-width=\"1280\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>With an implied EV/GMV of 1x, and a forward 100% growth rate on Shopee’s last 12 months (“LTM”) GMV of $56 billion, Shopee is worth $112.6 billion.</p><p><b>SeaMoney Valuation</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d5a874c9c714f6fda34c50a4354d107\" tg-width=\"423\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>Referencing from matured peers such as Paypal (NASDAQ: PYPL) with an operating margin of 25% and take-rate of 2.3%, we think that these financial metrics are achievable for SeaMoney. With a forward growth rate of 100% based on Q3’21 results, considering that it is still in the early stages and yet to launch its digital bank, this gives us an implied EV/TPV of 0.3x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08c8ea50bcca5f450ad3c27a79390bad\" tg-width=\"1280\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>With an implied EV/TPV of 0.3x, and a growth of 100% on the annualized TPV (based on Q3’21 TPV), SeaMoney is worth $11 billion.</p><p><b>Entire Business</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/340a2ecbea6bcb1460204dbe8aa82e58\" tg-width=\"1280\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>After calculating the individual business segments, this gives us a market cap of $196.9 billion for the entire business, after accounting for cash and debt. With shares outstanding of 576 million, after factoring in 4% dilution, this gives us an intrinsic value of $341.33 per share, a 55.4% upside from the current share price.</p><p><b>Conclusion</b></p><p>Shopee continues to extend its market leadership position by pursuing new growth opportunities in new markets. While Shopee seems to be fighting too many wars on its front, it has demonstrated that it has strong localization capabilities and the know-how to expand overseas as Shopee tops the shopping app across Latin America and Poland within a short span of 3 to 6 months. However, the incumbents are still leading by website traffic, and it is still early to judge whether Shopee could be a real threat to its rivals.</p><p>Next, while Garena’s growth seems to be slowing down, we do not think its growth has reached its peak because of its strong growth exhibited in the US, paying user ratio of only 12.8%, and potential games in the pipelines. With the management track record of creating highly engaging content on FF, we believe it can be an enduring franchise for years to come, with growth likely not to taper down so quickly.</p><p>The management is intentionally suppressing SeaMoney’s margins by ramping up the S&amp;M efforts to drive more adoption to its mobile wallet business. However, they have demonstrated sales efficiency as S&amp;M as % of revenue is declining YOY. With the digital bank set to launch in Singapore in FY2022, we believe SeaMoney is still in the early stages of growth.</p><p>Finally, based on our estimation, we believe Sea Group is worth $341.33 per share. This is a 55.4% upside from the current share price.</p><p>This article was written by Superstocks Seekers.</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: Engaging Wars On Multiple Fronts</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: Engaging Wars On Multiple Fronts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477615-sea-limited-engaging-wars-multiple-fronts-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShopee is taking a long-term approach by re-investing its margins to expand into new markets and pursue more market share.While Garena growth seems to be tapering down, we do not think its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477615-sea-limited-engaging-wars-multiple-fronts-buy\">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/4477615-sea-limited-engaging-wars-multiple-fronts-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171608797","content_text":"SummaryShopee is taking a long-term approach by re-investing its margins to expand into new markets and pursue more market share.While Garena growth seems to be tapering down, we do not think its growth has peaked yet due to its strong monetization capabilities in the U.S and others.SeaMoney is intentionally ramping up its sales and marketing efforts to drive more adoption to ShopeePay, and that is temporarily suppressing its margins.Using a sum-of-parts valuation, the intrinsic value of the business is $341.33, a 55% upside from the current share price.Wachiwit/iStock Editorial via Getty ImagesOverviewSea Limited is an internet platform company that consists of three main business segments – Garena (digital entertainment), Shopee (e-commerce), and SeaMoney (digital financial services). Throughout the years, Sea Limited has been reinvesting aggressively into their business to capture market share rapidly and grow their user base in every region. Starting out from Singapore, they have since achieved a respectable presence in Southeast Asia, Taiwan, and most recently in Latin America. In this article, we will be unpacking Sea Limited Q3’21 results, as we share our thoughts on the quarter. Do also head to the previous article we have written for Sea Limited.GarenaSource: Sea Quarterly ReportIn Q3’21, Garena’s quarterly active users (“QAU”) grew 0.5% sequentially to 729 million, a slowdown in users growth due the law of large numbers. Bookings growth has also stagnated as a result. More users are increasingly transitioning into paying users as the paying user ratio (“PUR”) rose to 12.8%. Based on the low PUR, there is still a large opportunity to convert its existing user base into paying users.Source: Sea Quarterly ReportNext, Garena’s average revenue per paying user (“ARPPU”) continues to taper down to $12.88, and that is likely due to most users coming from India and Latin America with much lower spending power. We will not rule out the possibility that Garena may increase the pricing of its in-game items to increase its monetization. Over time, the two key metrics that we should be measuring closely are PUR and ARPPU, and both tell us whether Garena can improve its monetizing capabilities to sustain its growth rate.Source: SensortowerWhat is impressive during the quarter is that Garena Free Fire (“FF”) revenue per download (“RPD”) heavily surpassed its rivals in the United States, even though it has a much smaller user base. And despite PUBG re-launching in India in Q2'21, FF is still leading by the highest RPD, as well as app rankings, showing that it has better monetization capabilities than its peers. According to SensorTower, FF was also the top five most downloaded games worldwide for six consecutive quarters, and in Q3’21, it was ranked as top three. With the game nearing five years of operation, this removes any doubt that its growth has peaked, and it is well on its way to building an enduring franchise.Source: Free Fire TwitterGarena Free Fire Max, an enhanced version of the current FF game was also launched in the quarter. Interestingly, what caught our eye was the introduction of a new feature called “Craftland”, where FF offers a “platform” for users to unleash their creativity through creating their own maps and inviting their friends over to play. This helps to increase social interaction, engagements, and also the stickiness of the game. As of today, it has over 4.57 million downloads on Google Play Store and it has a high review of over 4 stars. If we head over to Youtube, there are plenty of videos related to “Craftland”, showing how well received it is by the FF community. Looking ahead, Garena seeks to introduce more content, features, modes, and gameplays to sustain its existing strong base of users.On top of that, Garena’s strong global presence has also received accelerated interest from worldwide studios looking to partner up with them, and management states that they are working on new ideas in the pipeline.ShopeeExpansion into other marketsSource: Shopee IndiaShopee has also expanded into multiple markets, including France,Poland,Spain,India, and also Argentina. If we head to the websites, there are a few common traits that we observed, and that is Shopee replicating its playbook by giving out free shipping, free commission (to sellers), cashback, and vouchers across its platform to entice users to use the platform and to spur the flywheel effect. This has proven to work in countries in SEA and Brazil, as evident from its market leadership.Operating and Financial MetricsSource: Sea Quarterly ReportShopee recorded a growth rate of 80% which saw its GMV reach US$16.8 billion. Recently, Alibaba (NYSE:BABA) has disclosed the LTM revenue of Lazada, which is US$21 billion, up 60% YOY. By comparison, Shopee LTM GMV grew 90% YOY to $US56 billion, heavily surpassing that of its rival.There are also signs of improving monetization as the take-rate increased sequentially to 8.93% during the quarter. As Shopee scales larger over time, it has the ability to increase its take-rate without losing its sellers as it is able to bring higher sales volume to its sellers than any other platform.Source: Sea Quarterly ReportBased on the total addressable market (“TAM”) of US$260 billion GMV, Shopee is the clear market leader with 21% of the TAM, followed by Lazada's 8%. This shows how quickly Shopee has been gobbling up market share, making it an undisputed leader in the region.Source: Google TrendData from Google Trend also shows that Shopee continues to lead ahead of Lazada and Tokopedia. Interestingly, Alibaba’s management has also laid out a goal to achieve a $US 100 billion GMV, although a timeline is not given. Alibaba is re-focusing its attention on the Southeast Asia market.Source: Sea Quarterly ReportShopee’s order volume grew 129% YOY, which is its ninth-consecutive quarter of triple-digit growth rate. By comparison, Lazada’s order growth rate was only 82%. This tells us that users are spending more on Shopee than Lazada, which is not surprising due to Shopee’s overwhelming consumers’ mindshare. To get an outlook into next quarter’s results, Shopee recorded 13 times more items sold on an average day in the first 2 hours of its 12.12 event promotion, revealing how successful the campaign was.Source: Sea Quarterly ReportThe average order value (\"AOV\") continues to decline to $9.88 in the quarter. In our view, this is not a cause for worry. In the newer markets that Shopee has expanded into, users tend to start with smaller purchases with lower AOV. Over time, as they established more trust with the platform, they will increasingly move towards purchasing higher-ticket items.Source: Sea Quarterly ReportTurning to profitability, Shopee’s gross profit margin (“GPM”) was 26.72%, compared to 31.94% in Q2’21. This was largely due to the higher cost of revenue in the quarter, including higher logistic costs associated with order growth and value-added services such as inventory management and fulfillment services provided to customers.Source: Sea Quarterly ReportSales and marketing expenses (“S&M”) expenses increased 124% YOY to $689 million, as Shopee ramp up its S&M efforts to capture more market share across its existing and new markets. As a result, S&M expenses as a % of GMV continue to fluctuate at 4.10%. Considering that some of its operating markets are in the early stages, investments may increase if the management spots any clear opportunities.Source: Sea Quarterly ReportAs a result of the lower gross profit and higher S&M expenses, Shopee’s adjusted loss per order fluctuates at a negative $0.40 in the quarter. This is notable considering Shopee entered many new countries with zero monetization, and took its profits from its matured markets to finance S&M expenses in the newer markets.This is supported by a statement by Chief Corporate Officer Wang in Q2 2021:In terms of positive EBITDA from Malaysia, again, we're very happy to report that Malaysia has become the second market to achieve positive EBITDA after Taiwan for our Shopee business. And of course, it is followed by the results of better monetization over time as well as improving operational efficiency over time. As we stressed before that the marketplace e-commerce model in terms of profitability is highly proven and with scale and strong market leadership and ability to deliver a clear and increasing value to our seller communities, we will be able to make a strong profit down the road. And this is basically generating value to our communities and, by that, will generate value to our shareholders as well.Battle with the IncumbentsWhile Shopee expands aggressively, it is also important to consider the competitive landscape across its markets, and that includes the incumbent Allegro, a 20-year-old well-established local e-commerce platform in Poland, and Mercado Libre, the biggest e-commerce platform across Latin America (“LATAM”), particularly in Brazil, Mexico, and Argentina.Latin AmericaAccording to Similarweb, Shopee’s web traffic is increasing steadily across LATAM, which include Colombia,Mexico, and Brazil, although MELI is leading by a wide margin.Top shopping app in Colombia, Source: SensorTowerHowever, based on the app rankings on SensorTower, Shopee has surpassed and overtook MELI as the top shopping app across Mexico,Chile, Colombia, and Brazil. This was accomplished within a span of 6 months, excluding its operation in Brazil.Source: InstagramAlternatively, we can also track their social media followers as this gives us a sense of Shopee’s brand awareness in the region. As of ending Dec 2021, it has more followers than Mercardo in Colombia and Brazil, with Chile and Mexico coming close.PolandFigure - Shopee is the #1 shopping app in Poland, Source: SensortowerSimilarly in Poland, Shopee follows the same footprint whereby Allegro’s (WSE:ALE) web traffic leads by a mile, but it was overtaken by Shopee as the number one shopping app, and this was achieved within 3 months since Shopee was launched. In addition, Shopee and Allegro have 12.8k and 68k Instagram followers, respectively.Although Allegro has over 10 million downloads on Google Play Store, this is insignificant considering that it is only a fraction of its total website visits of 222 million. This may suggest that there is lesser focus and emphasis on the mobile app.Shopee Concluding ThoughtsIt is not surprising to see this data surfaced because users in Poland and LATAM are more accustomed to shopping on the browser, and so there was much less emphasis on mobile. Therefore, Shopee leveraged its mobile-first approach, capitalizing on the opportunity and that has proven to be successful based on the data from third-party sources.While investors seem to be concerned that Shopee is fighting too many wars on its front, including its expansion into India, Argentina, and France, the management has demonstrated that they are capable enough to execute given its strong localization capabilities. This long-term approach to sacrifice short-term profitability and pursue additional market share are also well-aligned to the shareholders.Digital Finance - SeaMoneySource: Sea Quarterly ReportIn Q3’21, SeaMoney’s total payment volume (“TPV”) grew 119% YOY to reach $4.6 billion, and this was mainly driven by the increase in customers’ adoption of ShopeePay. There are also improvements in monetization as take-rate increased to 2.9% from 0.7% in Q3’20, and as a result, revenue grew at a staggering rate of over 800% YOY.Source: Own's GraphDuring the earnings call, the management also talked about an inherent flywheel effect in SeaMoney, that as more merchants join ShopeePay, the number of use cases increases. This encourages consumers to use ShopeePay and thus drives further adoption. When the user base grows larger and larger, more merchants expressed their interest to get on board, accelerating the acquisition on both sides (merchants and consumers) of the business. Users also get additional benefits such as cashback and vouchers, which help to spur the network effect. Over time, customer acquisition costs (“CAC”) will also come down as more users join organically.ShopeePay’s use cases include bill payments, contactless payment at offline retails, paying for taxi rides (i.e. partnership with Blue Bird Taxi in Indonesia), and many more.Source: Sea Quarterly ReportS&M expenses increased 65% YoY as SeaMoney drives more adoption to its mobile wallet business. However, S&M expenses as a % of TPV have reduced to 4.26% from 5.64% a year ago, showing sales efficiency as lower marketing spending are translating into higher revenue growth. If we add back the S&M expenses to its adjusted EBITDA, its normalized margin for this quarter is actually 27.8%. This shows that its margin is artificially depressed as the management is intentionally spending on S&M to grow its market share.Source: Sea Quarterly ReportAs of Q3’21, the number of quarterly paying users (“QPU”) reached 39.7 million, a 20% sequential growth from Q2’21. This existing user base is important as its digital bank is set to launch in 2022.Diving deeper, we can get a glimpse into the upcoming financial products that will be launched based on Linkedin’s job openings, and that includes insurance,wealth management,prepaid cards, and as well as credit services revolving around repayment loans and revolving credits. And in Sep 2021, SeaMoney also launched its digital bank app in Indonesia.RisksThe slowdown in Garena’s growth rateAs Garena’s growth starts to taper down, it is important for us to track whether the PUR and ARPPU are increasing over time as these tell us whether they are improving their monetization capabilities.However, we do not expect growth to decline drastically due to the highly engaging nature of the game, and as well as new ideas in the pipeline.Shopee aggressive expansion into new marketsShopee entry into new markets and the competitive pressure may accelerate its cash burn rate and erode its profit margin over time. However, we believe the risk is mitigated for a few reasons — due to the hefty $11.2 billion cash on its balance sheet, cash cow of Garena, and not to mention, Shopee is also profitable on a GPM basis.Going forward, we should track Shopee’s website traffic,app rankings,google trends,social media followings to see if these investments are translating into results.ValuationTo calculate the intrinsic value of Sea Group, we will be using the sum-of-the-parts (“SOTP”) valuation model and some comparables.Source: Morningstar, OutlookIndiaGarena ValuationSource: Own EstimatesTo determine a reasonable multiple to assign to Garena, we cross-reference to other gaming peers such as Electronic Arts (NASDAQ:EA) and Activision Blizzard (NASDAQ:ATVI), which are trading at roughly 18x multiple. Considering that both companies are growing much faster, and growth rate in Q3’21, an implied multiple of 18x and a forward growth rate of 25% are reasonable. Therefore, Garena is worth approximately $63.83 billion.Shopee ValuationLooking at comparable transactions of Flipkart, Tokopedia, and Lazada, along with assessing the quality of each business, we think of a fair multiple of EV/GMV as 1x.Source: Own EstimatesWith an implied EV/GMV of 1x, and a forward 100% growth rate on Shopee’s last 12 months (“LTM”) GMV of $56 billion, Shopee is worth $112.6 billion.SeaMoney ValuationSource: Own EstimatesReferencing from matured peers such as Paypal (NASDAQ: PYPL) with an operating margin of 25% and take-rate of 2.3%, we think that these financial metrics are achievable for SeaMoney. With a forward growth rate of 100% based on Q3’21 results, considering that it is still in the early stages and yet to launch its digital bank, this gives us an implied EV/TPV of 0.3x.Source: Own EstimatesWith an implied EV/TPV of 0.3x, and a growth of 100% on the annualized TPV (based on Q3’21 TPV), SeaMoney is worth $11 billion.Entire BusinessSource: Own EstimatesAfter calculating the individual business segments, this gives us a market cap of $196.9 billion for the entire business, after accounting for cash and debt. With shares outstanding of 576 million, after factoring in 4% dilution, this gives us an intrinsic value of $341.33 per share, a 55.4% upside from the current share price.ConclusionShopee continues to extend its market leadership position by pursuing new growth opportunities in new markets. While Shopee seems to be fighting too many wars on its front, it has demonstrated that it has strong localization capabilities and the know-how to expand overseas as Shopee tops the shopping app across Latin America and Poland within a short span of 3 to 6 months. However, the incumbents are still leading by website traffic, and it is still early to judge whether Shopee could be a real threat to its rivals.Next, while Garena’s growth seems to be slowing down, we do not think its growth has reached its peak because of its strong growth exhibited in the US, paying user ratio of only 12.8%, and potential games in the pipelines. With the management track record of creating highly engaging content on FF, we believe it can be an enduring franchise for years to come, with growth likely not to taper down so quickly.The management is intentionally suppressing SeaMoney’s margins by ramping up the S&M efforts to drive more adoption to its mobile wallet business. However, they have demonstrated sales efficiency as S&M as % of revenue is declining YOY. With the digital bank set to launch in Singapore in FY2022, we believe SeaMoney is still in the early stages of growth.Finally, based on our estimation, we believe Sea Group is worth $341.33 per share. This is a 55.4% upside from the current share price.This article was written by Superstocks Seekers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003841635,"gmtCreate":1640941695735,"gmtModify":1676533557120,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003841635","repostId":"1138638823","repostType":2,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9099553134,"gmtCreate":1643387339160,"gmtModify":1676533815378,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099553134","repostId":"1175743992","repostType":4,"repost":{"id":"1175743992","pubTimestamp":1643382994,"share":"https://www.laohu8.com/m/news/1175743992?lang=&edition=full","pubTime":"2022-01-28 23:16","market":"us","language":"en","title":"7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1175743992","media":"InvestorPlace","summary":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks o","content":"<html><head></head><body><p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The <b>Nasdaq 100</b>, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.</p><p>But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the <b>Nasdaq</b> and the Nasdaq 100, while making significant profits this year.</p><p>First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.</p><p>Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.</p><p>With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:</p><ul><li><b>IBM</b>(NYSE:<b><u>IBM</u></b>)</li><li><b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>)</li><li><b>Palo Alto Networks</b>(NASDAQ:<b><u>PANW</u></b>)</li><li><b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>)</li><li><b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>)</li><li><b>PayPal</b>(NASDAQ:<b><u>PYPL</u></b>)</li><li><b>Ciena</b>(NYSE:<b><u>CIEN</u></b>)</li></ul><p>Tech Stocks to Beat the Nasdaq: IBM (IBM)</p><p>This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.</p><p>More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.</p><p>Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.</p><p>Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.</p><p><b>Microsoft (MSFT)</b></p><p>The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.</p><p>Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.</p><p>Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.</p><p>Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.</p><p><b>Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)</b></p><p>One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.</p><p>Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.</p><p>Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.</p><p><b>Alphabet (GOOG, GOOGL)</b></p><p>With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:<b><u>AAPL</u></b>) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.</p><p>In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.</p><p>Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firm<b>JB Hunt</b>(NASDAQ:<b><u>JBHT</u></b>), this year.</p><p>JMP Securities analyst Andrew Boone told <i>The New York Times</i> that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.</p><p><b>Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)</b></p><p>Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.</p><p>With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.</p><p>TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.</p><p>According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.</p><p><b>PayPal (PYPL)</b></p><p>PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.</p><p>Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”</p><p>PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.</p><p>Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.</p><p><b>Tech Stocks to Beat the Nasdaq: Ciena (CIEN)</b></p><p>Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.</p><p>In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.</p><p>In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.</p><p>Ciena’s CEO, Gary Smith, told<i>Barron’s</i>that it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.</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>7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">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","MSFT":"微软","PANW":"Palo Alto Networks","GOOG":"谷歌","CIEN":"Ciena科技","PYPL":"PayPal","IBM":"IBM"},"source_url":"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175743992","content_text":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the Nasdaq and the Nasdaq 100, while making significant profits this year.First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:IBM(NYSE:IBM)Microsoft(NASDAQ:MSFT)Palo Alto Networks(NASDAQ:PANW)Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL)Taiwan Semiconductor(NYSE:TSM)PayPal(NASDAQ:PYPL)Ciena(NYSE:CIEN)Tech Stocks to Beat the Nasdaq: IBM (IBM)This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.Microsoft (MSFT)The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.Alphabet (GOOG, GOOGL)With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:AAPL) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firmJB Hunt(NASDAQ:JBHT), this year.JMP Securities analyst Andrew Boone told The New York Times that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.PayPal (PYPL)PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.Tech Stocks to Beat the Nasdaq: Ciena (CIEN)Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.Ciena’s CEO, Gary Smith, toldBarron’sthat it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099559846,"gmtCreate":1643387287793,"gmtModify":1676533815354,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Sea limited!![Miser]&nbsp;","listText":"Sea limited!![Miser]&nbsp;","text":"Sea limited!![Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099559846","repostId":"1144860170","repostType":4,"repost":{"id":"1144860170","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":1643381040,"share":"https://www.laohu8.com/m/news/1144860170?lang=&edition=full","pubTime":"2022-01-28 22:44","market":"us","language":"en","title":"Hot Chinese ADRs Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1144860170","media":"Tiger Newspress","summary":"Hot Chinese ADRs dropped in morning trading. Baidu, Pinduoduo, Ke Holdings, Bilibili, DiDi, Tal Educ","content":"<html><head></head><body><p>Hot Chinese ADRs dropped in morning trading. Baidu, Pinduoduo, Ke Holdings, Bilibili, DiDi, Tal Education, NIO and XPeng fell between 1% to 5%.<img src=\"https://static.tigerbbs.com/548c59d9ae453b022d396408529a0287\" tg-width=\"365\" tg-height=\"781\" 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>Hot Chinese ADRs Dropped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Dropped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-28 22:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs dropped in morning trading. Baidu, Pinduoduo, Ke Holdings, Bilibili, DiDi, Tal Education, NIO and XPeng fell between 1% to 5%.<img src=\"https://static.tigerbbs.com/548c59d9ae453b022d396408529a0287\" tg-width=\"365\" tg-height=\"781\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIDI":"滴滴(已退市)","PDD":"拼多多","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144860170","content_text":"Hot Chinese ADRs dropped in morning trading. Baidu, Pinduoduo, Ke Holdings, Bilibili, DiDi, Tal Education, NIO and XPeng fell between 1% to 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006456211,"gmtCreate":1641825730304,"gmtModify":1676533651307,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nooo","listText":"Nooo","text":"Nooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006456211","repostId":"1110542389","repostType":2,"repost":{"id":"1110542389","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":1641825466,"share":"https://www.laohu8.com/m/news/1110542389?lang=&edition=full","pubTime":"2022-01-10 22:37","market":"us","language":"en","title":"Megacap growth companies including Apple Inc, Amazon, Microsoft Corp, Meta Platforms and Tesla fell between 1% and 4%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1110542389","media":"Tiger Newspress","summary":"Megacap growth companies including Apple Inc, Amazon, Microsoft Corp, Meta Platforms and Tesla fell ","content":"<html><head></head><body><p>Megacap growth companies including Apple Inc, Amazon, Microsoft Corp, Meta Platforms and Tesla fell between 1% and 4%.<img src=\"https://static.tigerbbs.com/bb4258d1df0fe899654718c0795ed3ed\" tg-width=\"862\" tg-height=\"373\" 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>Megacap growth companies including Apple Inc, Amazon, Microsoft Corp, Meta Platforms and Tesla fell between 1% and 4%.</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\">\nMegacap growth companies including Apple Inc, Amazon, Microsoft Corp, Meta Platforms and Tesla fell between 1% and 4%.\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\">2022-01-10 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Megacap growth companies including Apple Inc, Amazon, Microsoft Corp, Meta Platforms and Tesla fell between 1% and 4%.<img src=\"https://static.tigerbbs.com/bb4258d1df0fe899654718c0795ed3ed\" tg-width=\"862\" tg-height=\"373\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","MSFT":"微软","AAPL":"苹果","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110542389","content_text":"Megacap growth companies including Apple Inc, Amazon, Microsoft Corp, Meta Platforms and Tesla fell between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099553847,"gmtCreate":1643387371859,"gmtModify":1676533815369,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099553847","repostId":"2206187694","repostType":4,"repost":{"id":"2206187694","pubTimestamp":1643381628,"share":"https://www.laohu8.com/m/news/2206187694?lang=&edition=full","pubTime":"2022-01-28 22:53","market":"us","language":"en","title":"Worried About Market Volatility? Add REITs to Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2206187694","media":"Motley Fool","summary":"Real estate investment trusts (REITs) combine real estate and stock ownership with a dividend mandate.","content":"<html><head></head><body><p>Growth stocks command a lot of attention from investors, and for a good reason. Fueled by expectations of future profits, they can and do create wealth at a pace unmatched by perhaps any other legitimate channel available to everyday investors. But that wealth can evaporate even more quickly.</p><p>Then, there are value stocks, those equities trading at less than they appear they should based on the company&#39;s underlying fundamentals. In volatile times, such as we&#39;re experiencing now, value stocks also can be hard hit by sellers bailing out despite those promising fundamentals.</p><p>Then, there are real estate investment trusts (REITs), which are in their own category as total return investments. REITs buy, sell, own, operate, and finance residential and commercial real estate. They must pass on 90% of their taxable income in the form of dividends, and in the process they can pass on the tax liability to their shareholders. They also must generate at least 75% of that income from rents, interest income, dividends from other REITs, and what they make selling real property.</p><p>That effectively makes the money put into a REIT a real estate investment as well as a stock investment. And real estate has a long history of being a buffer against the markets&#39; vagaries, such as the correction we&#39;re seeing now.</p><p>The National Association of Real Estate Investment Trusts (Nareit) -- the big REIT trade group and data source -- says REITs have the lowest correlation with U.S. and global equity indexes among all classes of stocks when looking at monthly total returns from 2000 through 2020.</p><h2><b>Easy access to thriving, inflation-resistant sectors</b></h2><p>Buying REIT shares is a whole lot easier than buying real estate itself, especially if you&#39;re interested in, let&#39;s say, cell-phone towers, data centers or self-storage businesses. REITs are major players in those segments. Some other REITs own thousands of retail stores and others thousands of single-family rental homes. You can pick and choose the market you&#39;re interested in, and because of the reporting required of publicly held companies, you can examine the portfolios themselves to make your own judgment about their performance and potential.</p><p>Keep in mind that total return matters more in REIT investing than sheer price appreciation. They provide income, but they can&#39;t be expected to grow share price over the long run at anything close to the pace of a great growth stock.</p><p>Think of them as something more like a value stock with an income-generating feature that can make them a good alternative to bonds or cash for part of your portfolio. Especially since, with some simple research, you can find REITs that outperform the S&amp;P 500 over the long run, as the chart below shows. (<b>Prologis</b> is a leading global provider of warehouse and logistics space.)</p><p><img src=\"https://static.tigerbbs.com/3be454dbe047bf370812ae835c5c110a\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>^SPX data by YCharts.</p><p>Although real estate can be an excellent hedge against inflation, some REITs operate in segments that may be particularly immune to inflation -- industrial REITs are a good example right now.</p><p>Nareit says REITs hold more than $3.5 trillion in gross assets nationwide. There are more than 1,100 in total, most privately held, but there are about 225 publicly traded REITs with a combined market capitalization north of $1 trillion.</p><h2>A total return investment</h2><p>A value stock can quickly become a growth stock and vice versa. But as long as a company remains a REIT (they can undo that structure, but that&#39;s rare), it will be a total return investment, offering a flow of passive income that can help ease the pain of falling share prices.</p><p>Add to that their liquidity, transparency, and ability to diversify a portfolio, and REITs can be a smart choice to consider now, in a rocky market with inflation and uncertainty both on the rise. Just remember, these are stocks, not real estate itself. With all that upside comes the risk that goes with owning any stock in any kind of market. But so does the potential reward.</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>Worried About Market Volatility? Add REITs to Your Portfolio</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\">\nWorried About Market Volatility? Add REITs to Your Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/28/worried-about-market-volatility-add-reits-to-your/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks command a lot of attention from investors, and for a good reason. Fueled by expectations of future profits, they can and do create wealth at a pace unmatched by perhaps any other ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/28/worried-about-market-volatility-add-reits-to-your/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/01/28/worried-about-market-volatility-add-reits-to-your/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206187694","content_text":"Growth stocks command a lot of attention from investors, and for a good reason. Fueled by expectations of future profits, they can and do create wealth at a pace unmatched by perhaps any other legitimate channel available to everyday investors. But that wealth can evaporate even more quickly.Then, there are value stocks, those equities trading at less than they appear they should based on the company's underlying fundamentals. In volatile times, such as we're experiencing now, value stocks also can be hard hit by sellers bailing out despite those promising fundamentals.Then, there are real estate investment trusts (REITs), which are in their own category as total return investments. REITs buy, sell, own, operate, and finance residential and commercial real estate. They must pass on 90% of their taxable income in the form of dividends, and in the process they can pass on the tax liability to their shareholders. They also must generate at least 75% of that income from rents, interest income, dividends from other REITs, and what they make selling real property.That effectively makes the money put into a REIT a real estate investment as well as a stock investment. And real estate has a long history of being a buffer against the markets' vagaries, such as the correction we're seeing now.The National Association of Real Estate Investment Trusts (Nareit) -- the big REIT trade group and data source -- says REITs have the lowest correlation with U.S. and global equity indexes among all classes of stocks when looking at monthly total returns from 2000 through 2020.Easy access to thriving, inflation-resistant sectorsBuying REIT shares is a whole lot easier than buying real estate itself, especially if you're interested in, let's say, cell-phone towers, data centers or self-storage businesses. REITs are major players in those segments. Some other REITs own thousands of retail stores and others thousands of single-family rental homes. You can pick and choose the market you're interested in, and because of the reporting required of publicly held companies, you can examine the portfolios themselves to make your own judgment about their performance and potential.Keep in mind that total return matters more in REIT investing than sheer price appreciation. They provide income, but they can't be expected to grow share price over the long run at anything close to the pace of a great growth stock.Think of them as something more like a value stock with an income-generating feature that can make them a good alternative to bonds or cash for part of your portfolio. Especially since, with some simple research, you can find REITs that outperform the S&P 500 over the long run, as the chart below shows. (Prologis is a leading global provider of warehouse and logistics space.)^SPX data by YCharts.Although real estate can be an excellent hedge against inflation, some REITs operate in segments that may be particularly immune to inflation -- industrial REITs are a good example right now.Nareit says REITs hold more than $3.5 trillion in gross assets nationwide. There are more than 1,100 in total, most privately held, but there are about 225 publicly traded REITs with a combined market capitalization north of $1 trillion.A total return investmentA value stock can quickly become a growth stock and vice versa. But as long as a company remains a REIT (they can undo that structure, but that's rare), it will be a total return investment, offering a flow of passive income that can help ease the pain of falling share prices.Add to that their liquidity, transparency, and ability to diversify a portfolio, and REITs can be a smart choice to consider now, in a rocky market with inflation and uncertainty both on the rise. Just remember, these are stocks, not real estate itself. With all that upside comes the risk that goes with owning any stock in any kind of market. But so does the potential reward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099553038,"gmtCreate":1643387325242,"gmtModify":1676533815362,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ooof","listText":"Ooof","text":"Ooof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099553038","repostId":"1184372008","repostType":4,"repost":{"id":"1184372008","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":1643382266,"share":"https://www.laohu8.com/m/news/1184372008?lang=&edition=full","pubTime":"2022-01-28 23:04","market":"us","language":"en","title":"Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184372008","media":"Tiger Newspress","summary":"Meme stocks tumbled in morning trading, AMC shares fell more than 6%.","content":"<html><head></head><body><p>Meme stocks tumbled in morning trading, AMC shares fell more than 6%.<img src=\"https://static.tigerbbs.com/796d23dc3a22cb91c07e98e440fdc51d\" tg-width=\"374\" tg-height=\"470\" 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>Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%</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\">\nMeme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%\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\">2022-01-28 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meme stocks tumbled in morning trading, AMC shares fell more than 6%.<img src=\"https://static.tigerbbs.com/796d23dc3a22cb91c07e98e440fdc51d\" tg-width=\"374\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184372008","content_text":"Meme stocks tumbled in morning trading, AMC shares fell more than 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003841635,"gmtCreate":1640941695735,"gmtModify":1676533557120,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003841635","repostId":"1138638823","repostType":2,"repost":{"id":"1138638823","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":1640941436,"share":"https://www.laohu8.com/m/news/1138638823?lang=&edition=full","pubTime":"2021-12-31 17:03","market":"us","language":"en","title":"Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=1138638823","media":"Tiger Newspress","summary":"Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,","content":"<html><head></head><body><p>Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.</p><p><img src=\"https://static.tigerbbs.com/403575639df16af4a4bf14258d9fa2e9\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.</p><p>For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver&#39;s line of sight, increasing the risk of collision accidents and potential safety hazards.</p><p>Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.</p><p>Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.</p><p>The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver&#39;s field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues</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 Recalls Nearly 200k Vehicles in China for Latch,Trunk Issues\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\">2021-12-31 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.</p><p><img src=\"https://static.tigerbbs.com/403575639df16af4a4bf14258d9fa2e9\" tg-width=\"841\" tg-height=\"621\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.</p><p>For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver&#39;s line of sight, increasing the risk of collision accidents and potential safety hazards.</p><p>Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.</p><p>Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.</p><p>The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver&#39;s field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138638823","content_text":"Shares of Tesla are down about 1% in pre-open Friday after the company filed a recall of nearly 200,000 vehicles in China.Tesla Motors (Beijing) Co., Ltd. recalled some imported Model S electric vehicles with a production date from January 21, 2015 to November 18, 2020, with a total of 19,697 vehicles.For vehicles within the scope of this recall, the alignment position of the front trunk latch and the latch may be slightly backward. Although this situation does not affect the locking of the primary latch, it may affect the locking of the secondary latch. When the primary latch is accidentally released, if the secondary latch is not locked, the front trunk cover may suddenly open during driving, affecting the driver's line of sight, increasing the risk of collision accidents and potential safety hazards.Tesla Motors (Beijing) Co., Ltd. recalled a total of 35,836 imported Model 3 electric vehicles whose production date was from October 4, 2018 to November 20, 2019.Tesla (Shanghai) Co., Ltd. recalled some domestic Model 3 electric vehicles with a production date from October 14, 2019 to December 27, 2020, totaling 144,208.The trunk cover of vehicles within the scope of recall II and III may cause excessive wear of trunk harness after long-term repeated opening and closing. If the wear causes the separation of the inner core of the coaxial cable, the reversing image may not work normally, thus affecting the driver's field of vision when reversing. In extreme cases, it will increase the collision risk when reversing, and there are potential safety hazards.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008576737,"gmtCreate":1641507102645,"gmtModify":1676533621417,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008576737","repostId":"1137932427","repostType":4,"repost":{"id":"1137932427","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":1641482309,"share":"https://www.laohu8.com/m/news/1137932427?lang=&edition=full","pubTime":"2022-01-06 23:18","market":"us","language":"en","title":"Vaccine Stocks Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1137932427","media":"Tiger Newspress","summary":"Vaccine stocks slid in morning trading. BioNTech SE, Moderna, Pfizer, Histogenics and Novavax fell b","content":"<html><head></head><body><p>Vaccine stocks slid in morning trading. BioNTech SE, Moderna, Pfizer, Histogenics and Novavax fell between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/a275eb7fdd60e6ddf615caa2e0c8a763\" tg-width=\"285\" tg-height=\"274\" 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>Vaccine Stocks Slid in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVaccine Stocks Slid in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-06 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Vaccine stocks slid in morning trading. BioNTech SE, Moderna, Pfizer, Histogenics and Novavax fell between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/a275eb7fdd60e6ddf615caa2e0c8a763\" tg-width=\"285\" tg-height=\"274\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137932427","content_text":"Vaccine stocks slid in morning trading. BioNTech SE, Moderna, Pfizer, Histogenics and Novavax fell between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008576510,"gmtCreate":1641507069234,"gmtModify":1676533621409,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yesss","listText":"Yesss","text":"Yesss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008576510","repostId":"2201665872","repostType":4,"repost":{"id":"2201665872","pubTimestamp":1641483107,"share":"https://www.laohu8.com/m/news/2201665872?lang=&edition=full","pubTime":"2022-01-06 23:31","market":"us","language":"en","title":"3 Game-Changing Stocks that Could Soar 61% to 99% in 2022, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2201665872","media":"Motley Fool","summary":"Analysts look for explosive returns from these growth stocks.","content":"<html><head></head><body><p>No one really knows how much a given stock will go up or down in the future. However, Wall Street analysts are paid handsome salaries to crunch numbers to put forward their best estimates on how stocks will perform.</p><p>It&#39;s not a bad idea to check out the stocks for which analysts are the most bullish. That&#39;s especially the case when the underlying businesses of those companies are highly innovative. Here are three game-changing stocks that could soar between 61% and 99% in 2022, according to Wall Street.</p><h2>1. Sea Limited</h2><p>Wall Street analysts really love <b>Sea Limited</b> (NYSE:SE). The consensus 12-month price target for the stock reflects an upside potential of close to 99% above the current share price.</p><p>Sea&#39;s biggest shareholder doesn&#39;t appear to be as optimistic. The stock fell on Tuesday after <b>Tencent Holdings</b> sold 14.5 million shares of Sea Limited. However, Tencent could have other reasons to sell part of its stake that don&#39;t relate to Sea&#39;s prospects. And it still owns 18.8% of the company, so Tencent clearly isn&#39;t extremely bearish about Sea.</p><p>The facts seem to be on Wall Street&#39;s side in this case. Sea Limited continues to generate sizzling growth. Its monster hit game <i>Free Fire</i> ranked No. 2 in the third quarter, based on average monthly active users on <b>Alphabet</b>&#39;s Google Play, according to data from App Annie.</p><p>Sea&#39;s greatest growth prospects, though, could be in e-commerce and digital payments. The company&#39;s Shopee e-commerce platform was the top Google Play shopping app in Q3, based on time spent in the app. This success is also helping boost the SeaMoney mobile wallet.</p><h2>2. Teladoc Health</h2><p><b>Teladoc Health</b> (NYSE:TDOC) performed abysmally in 2021, with its shares plunging more than 50%. But analysts think the healthcare stock could make a major comeback this year. The average price target for Teladoc is roughly 77% higher than its current share price.</p><p>Why does Wall Street still like Teladoc so much? The positive outlook reflects both near-term potential catalysts and significant long-term opportunities.</p><p>New contracts with large health insurers should boost Teladoc&#39;s revenue in 2022. One of those is an agreement to make the Primary360 virtual primary-care service available to Aetna&#39;s self-insured employers across the U.S.</p><p>Over the longer term, the virtual-care market could expand dramatically. Global consulting firm McKinsey &amp; Company even estimates that up to $250 billion of U.S. healthcare spending could shift to virtual care. Even if that projection is overly optimistic, Teladoc should have a huge opportunity in the years to come.</p><h2>3. <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></h2><p><b>MercadoLibre</b> (NASDAQ:MELI) stands out as another Wall Street favorite that underwhelmed in 2021. The e-commerce stock fell nearly 20%. However, analysts foresee a much better new year: The consensus price target for MercadoLibre is more than 61% above the current share price.</p><p>There are plenty of reasons to believe that the analysts are right about this stock. MercadoLibre&#39;s business continues to fire on all cylinders.</p><p>In particular, gross merchandise volume on its flagship e-commerce platform jumped 29.7% year over year in Q3 on a constant-currency basis to $7.3 billion. That&#39;s especially impressive considering the tough comparisons versus 2020 with a surge in online shopping due to the pandemic.</p><p>MercadoLibre should have plenty of room to grow even more. The Latin American e-commerce market-penetration rate is expected to double by 2025, according to <b><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></b>. MercadoLibre also believes that it&#39;s &#34;only the beginning&#34; for its fast-growing fintech business.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Game-Changing Stocks that Could Soar 61% to 99% in 2022, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Game-Changing Stocks that Could Soar 61% to 99% in 2022, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/06/3-game-changing-stocks-soar-in-2022-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No one really knows how much a given stock will go up or down in the future. However, Wall Street analysts are paid handsome salaries to crunch numbers to put forward their best estimates on how ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/06/3-game-changing-stocks-soar-in-2022-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MELI":"MercadoLibre","SE":"Sea Ltd","BK4503":"景林资产持仓","BK4085":"互动家庭娱乐","BK4122":"互联网与直销零售","BK4548":"巴美列捷福持仓","BK4566":"资本集团","BK4551":"寇图资本持仓","BK4167":"医疗保健技术","BK4535":"淡马锡持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4554":"元宇宙及AR概念","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2022/01/06/3-game-changing-stocks-soar-in-2022-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201665872","content_text":"No one really knows how much a given stock will go up or down in the future. However, Wall Street analysts are paid handsome salaries to crunch numbers to put forward their best estimates on how stocks will perform.It's not a bad idea to check out the stocks for which analysts are the most bullish. That's especially the case when the underlying businesses of those companies are highly innovative. Here are three game-changing stocks that could soar between 61% and 99% in 2022, according to Wall Street.1. Sea LimitedWall Street analysts really love Sea Limited (NYSE:SE). The consensus 12-month price target for the stock reflects an upside potential of close to 99% above the current share price.Sea's biggest shareholder doesn't appear to be as optimistic. The stock fell on Tuesday after Tencent Holdings sold 14.5 million shares of Sea Limited. However, Tencent could have other reasons to sell part of its stake that don't relate to Sea's prospects. And it still owns 18.8% of the company, so Tencent clearly isn't extremely bearish about Sea.The facts seem to be on Wall Street's side in this case. Sea Limited continues to generate sizzling growth. Its monster hit game Free Fire ranked No. 2 in the third quarter, based on average monthly active users on Alphabet's Google Play, according to data from App Annie.Sea's greatest growth prospects, though, could be in e-commerce and digital payments. The company's Shopee e-commerce platform was the top Google Play shopping app in Q3, based on time spent in the app. This success is also helping boost the SeaMoney mobile wallet.2. Teladoc HealthTeladoc Health (NYSE:TDOC) performed abysmally in 2021, with its shares plunging more than 50%. But analysts think the healthcare stock could make a major comeback this year. The average price target for Teladoc is roughly 77% higher than its current share price.Why does Wall Street still like Teladoc so much? The positive outlook reflects both near-term potential catalysts and significant long-term opportunities.New contracts with large health insurers should boost Teladoc's revenue in 2022. One of those is an agreement to make the Primary360 virtual primary-care service available to Aetna's self-insured employers across the U.S.Over the longer term, the virtual-care market could expand dramatically. Global consulting firm McKinsey & Company even estimates that up to $250 billion of U.S. healthcare spending could shift to virtual care. Even if that projection is overly optimistic, Teladoc should have a huge opportunity in the years to come.3. MercadoLibreMercadoLibre (NASDAQ:MELI) stands out as another Wall Street favorite that underwhelmed in 2021. The e-commerce stock fell nearly 20%. However, analysts foresee a much better new year: The consensus price target for MercadoLibre is more than 61% above the current share price.There are plenty of reasons to believe that the analysts are right about this stock. MercadoLibre's business continues to fire on all cylinders.In particular, gross merchandise volume on its flagship e-commerce platform jumped 29.7% year over year in Q3 on a constant-currency basis to $7.3 billion. That's especially impressive considering the tough comparisons versus 2020 with a surge in online shopping due to the pandemic.MercadoLibre should have plenty of room to grow even more. The Latin American e-commerce market-penetration rate is expected to double by 2025, according to Morgan Stanley. MercadoLibre also believes that it's \"only the beginning\" for its fast-growing fintech business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008159559,"gmtCreate":1641393754544,"gmtModify":1676533609751,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ripp","listText":"Ripp","text":"Ripp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008159559","repostId":"1171141493","repostType":4,"repost":{"id":"1171141493","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":1641393224,"share":"https://www.laohu8.com/m/news/1171141493?lang=&edition=full","pubTime":"2022-01-05 22:33","market":"us","language":"en","title":"Sea Continued to Tumble Over 4% in Morning Trading after Tencent Would Cut Its Voting Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1171141493","media":"Tiger Newspress","summary":"Sea continued to tumble over 4% in morning trading after Tencent would cut its voting stake.Tencent ","content":"<html><head></head><body><p>Sea continued to tumble over 4% in morning trading after Tencent would cut its voting stake.<img src=\"https://static.tigerbbs.com/5772e4e169b4994e97eb1e1e71b0ff0b\" tg-width=\"763\" tg-height=\"564\" width=\"100%\" height=\"auto\"/>Tencent said Tuesday it is cutting its Sea stake to 18.7% from 21.3%, with its voting rights decreasing to under 10%. The move followed an earlier statement from Sea saying it is seeking to increase the voting power of its Class B shares and that Tencent would convert all such stock into Class A shares, resulting in Li becoming the beneficial owner of all outstanding Class B securities. The change, which is subject to a shareholders’ vote next month, would effectively increase Li’s voting power to about 57% from 54%.</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 Continued to Tumble Over 4% in Morning Trading after Tencent Would Cut Its Voting Stake</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 Continued to Tumble Over 4% in Morning Trading after Tencent Would Cut Its Voting Stake\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\">2022-01-05 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea continued to tumble over 4% in morning trading after Tencent would cut its voting stake.<img src=\"https://static.tigerbbs.com/5772e4e169b4994e97eb1e1e71b0ff0b\" tg-width=\"763\" tg-height=\"564\" width=\"100%\" height=\"auto\"/>Tencent said Tuesday it is cutting its Sea stake to 18.7% from 21.3%, with its voting rights decreasing to under 10%. The move followed an earlier statement from Sea saying it is seeking to increase the voting power of its Class B shares and that Tencent would convert all such stock into Class A shares, resulting in Li becoming the beneficial owner of all outstanding Class B securities. The change, which is subject to a shareholders’ vote next month, would effectively increase Li’s voting power to about 57% from 54%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171141493","content_text":"Sea continued to tumble over 4% in morning trading after Tencent would cut its voting stake.Tencent said Tuesday it is cutting its Sea stake to 18.7% from 21.3%, with its voting rights decreasing to under 10%. The move followed an earlier statement from Sea saying it is seeking to increase the voting power of its Class B shares and that Tencent would convert all such stock into Class A shares, resulting in Li becoming the beneficial owner of all outstanding Class B securities. The change, which is subject to a shareholders’ vote next month, would effectively increase Li’s voting power to about 57% from 54%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001164700,"gmtCreate":1641194185633,"gmtModify":1676533581537,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Awesome 👍","listText":"Awesome 👍","text":"Awesome 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001164700","repostId":"1171608797","repostType":2,"repost":{"id":"1171608797","pubTimestamp":1641177163,"share":"https://www.laohu8.com/m/news/1171608797?lang=&edition=full","pubTime":"2022-01-03 10:32","market":"us","language":"en","title":"Sea Limited: Engaging Wars On Multiple Fronts","url":"https://stock-news.laohu8.com/highlight/detail?id=1171608797","media":"Seeking Alpha","summary":"SummaryShopee is taking a long-term approach by re-investing its margins to expand into new markets ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shopee is taking a long-term approach by re-investing its margins to expand into new markets and pursue more market share.</li><li>While Garena growth seems to be tapering down, we do not think its growth has peaked yet due to its strong monetization capabilities in the U.S and others.</li><li>SeaMoney is intentionally ramping up its sales and marketing efforts to drive more adoption to ShopeePay, and that is temporarily suppressing its margins.</li><li>Using a sum-of-parts valuation, the intrinsic value of the business is $341.33, a 55% upside from the current share price.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e67f7a326258558c1021793376f4c25\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Wachiwit/iStock Editorial via Getty Images</span></p><p><b>Overview</b></p><p>Sea Limited is an internet platform company that consists of three main business segments – Garena (digital entertainment), Shopee (e-commerce), and SeaMoney (digital financial services). Throughout the years, Sea Limited has been reinvesting aggressively into their business to capture market share rapidly and grow their user base in every region. Starting out from Singapore, they have since achieved a respectable presence in Southeast Asia, Taiwan, and most recently in Latin America. In this article, we will be unpacking Sea Limited Q3’21 results, as we share our thoughts on the quarter. Do also head to the previous article we have written for Sea Limited.</p><p><b>Garena</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11f0e27a4acd7a2b1671fd01bf86d291\" tg-width=\"1280\" tg-height=\"791\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>In Q3’21, Garena’s quarterly active users (“QAU”) grew 0.5% sequentially to 729 million, a slowdown in users growth due the law of large numbers. Bookings growth has also stagnated as a result. More users are increasingly transitioning into paying users as the paying user ratio (“PUR”) rose to 12.8%. Based on the low PUR, there is still a large opportunity to convert its existing user base into paying users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/614efda95d41b79b0ed25736f40cbec8\" tg-width=\"1056\" tg-height=\"652\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Next, Garena’s average revenue per paying user (“ARPPU”) continues to taper down to $12.88, and that is likely due to most users coming from India and Latin America with much lower spending power. We will not rule out the possibility that Garena may increase the pricing of its in-game items to increase its monetization. Over time, the two key metrics that we should be measuring closely are PUR and ARPPU, and both tell us whether Garena can improve its monetizing capabilities to sustain its growth rate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac621fe91314553c8c3337633f7055c6\" tg-width=\"970\" tg-height=\"759\" referrerpolicy=\"no-referrer\"/><span>Source: Sensortower</span></p><p>What is impressive during the quarter is that Garena Free Fire (“FF”) revenue per download (“RPD”) heavily surpassed its rivals in the United States, even though it has a much smaller user base. And despite PUBG re-launching in India in Q2&#39;21, FF is still leading by the highest RPD, as well as app rankings, showing that it has better monetization capabilities than its peers. According to SensorTower, FF was also the top five most downloaded games worldwide for six consecutive quarters, and in Q3’21, it was ranked as top three. With the game nearing five years of operation, this removes any doubt that its growth has peaked, and it is well on its way to building an enduring franchise.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cb798c3496a01756720d7566f71ec6f\" tg-width=\"900\" tg-height=\"900\" referrerpolicy=\"no-referrer\"/><span>Source: Free Fire Twitter</span></p><p>Garena Free Fire Max, an enhanced version of the current FF game was also launched in the quarter. Interestingly, what caught our eye was the introduction of a new feature called “Craftland”, where FF offers a “platform” for users to unleash their creativity through creating their own maps and inviting their friends over to play. This helps to increase social interaction, engagements, and also the stickiness of the game. As of today, it has over 4.57 million downloads on Google Play Store and it has a high review of over 4 stars. If we head over to Youtube, there are plenty of videos related to “Craftland”, showing how well received it is by the FF community. Looking ahead, Garena seeks to introduce more content, features, modes, and gameplays to sustain its existing strong base of users.</p><p>On top of that, Garena’s strong global presence has also received accelerated interest from worldwide studios looking to partner up with them, and management states that they are working on new ideas in the pipeline.</p><p><b>Shopee</b></p><p><b>Expansion into other markets</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9be6ee805f0031bdbda5f9091e2d818\" tg-width=\"748\" tg-height=\"556\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee India</span></p><p>Shopee has also expanded into multiple markets, including France,Poland,Spain,India, and also Argentina. If we head to the websites, there are a few common traits that we observed, and that is Shopee replicating its playbook by giving out free shipping, free commission (to sellers), cashback, and vouchers across its platform to entice users to use the platform and to spur the flywheel effect. This has proven to work in countries in SEA and Brazil, as evident from its market leadership.</p><p><b>Operating and Financial Metrics</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e705eacc3dc34accf3e60455b81f0112\" tg-width=\"1280\" tg-height=\"791\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Shopee recorded a growth rate of 80% which saw its GMV reach US$16.8 billion. Recently, Alibaba (NYSE:BABA) has disclosed the LTM revenue of Lazada, which is US$21 billion, up 60% YOY. By comparison, Shopee LTM GMV grew 90% YOY to $US56 billion, heavily surpassing that of its rival.</p><p>There are also signs of improving monetization as the take-rate increased sequentially to 8.93% during the quarter. As Shopee scales larger over time, it has the ability to increase its take-rate without losing its sellers as it is able to bring higher sales volume to its sellers than any other platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f793d575a267fe3e4fe60299189f29e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Based on the total addressable market (“TAM”) of US$260 billion GMV, Shopee is the clear market leader with 21% of the TAM, followed by Lazada&#39;s 8%. This shows how quickly Shopee has been gobbling up market share, making it an undisputed leader in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88f5af1de4543fd03fcebaa9de4c1e3c\" tg-width=\"1280\" tg-height=\"678\" referrerpolicy=\"no-referrer\"/><span>Source: Google Trend</span></p><p>Data from Google Trend also shows that Shopee continues to lead ahead of Lazada and Tokopedia. Interestingly, Alibaba’s management has also laid out a goal to achieve a $US 100 billion GMV, although a timeline is not given. Alibaba is re-focusing its attention on the Southeast Asia market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0411927ec3f53dbbbd0a669cae109dc7\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Shopee’s order volume grew 129% YOY, which is its ninth-consecutive quarter of triple-digit growth rate. By comparison, Lazada’s order growth rate was only 82%. This tells us that users are spending more on Shopee than Lazada, which is not surprising due to Shopee’s overwhelming consumers’ mindshare. To get an outlook into next quarter’s results, Shopee recorded 13 times more items sold on an average day in the first 2 hours of its 12.12 event promotion, revealing how successful the campaign was.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f5b0365bf05142d748d698ab1c3d0f1\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>The average order value (&#34;AOV&#34;) continues to decline to $9.88 in the quarter. In our view, this is not a cause for worry. In the newer markets that Shopee has expanded into, users tend to start with smaller purchases with lower AOV. Over time, as they established more trust with the platform, they will increasingly move towards purchasing higher-ticket items.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3be44b2dc1e75eaf3db57e1d823ecaa\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Turning to profitability, Shopee’s gross profit margin (“GPM”) was 26.72%, compared to 31.94% in Q2’21. This was largely due to the higher cost of revenue in the quarter, including higher logistic costs associated with order growth and value-added services such as inventory management and fulfillment services provided to customers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d06185d6b36d451ed2095fabbc052ba6\" tg-width=\"1280\" tg-height=\"790\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>Sales and marketing expenses (“S&amp;M”) expenses increased 124% YOY to $689 million, as Shopee ramp up its S&amp;M efforts to capture more market share across its existing and new markets. As a result, S&amp;M expenses as a % of GMV continue to fluctuate at 4.10%. Considering that some of its operating markets are in the early stages, investments may increase if the management spots any clear opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aaa58e08ff935169c615806c98eadca\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>As a result of the lower gross profit and higher S&amp;M expenses, Shopee’s adjusted loss per order fluctuates at a negative $0.40 in the quarter. This is notable considering Shopee entered many new countries with zero monetization, and took its profits from its matured markets to finance S&amp;M expenses in the newer markets.</p><p>This is supported by a statement by Chief Corporate Officer Wang in Q2 2021:</p><blockquote>In terms of positive EBITDA from Malaysia, again, we&#39;re very happy to report that Malaysia has become the second market to achieve positive EBITDA after Taiwan for our Shopee business. And of course, it is followed by the results of better monetization over time as well as improving operational efficiency over time. As we stressed before that the marketplace e-commerce model in terms of profitability is highly proven and with scale and strong market leadership and ability to deliver a clear and increasing value to our seller communities, we will be able to make a strong profit down the road. And this is basically generating value to our communities and, by that, will generate value to our shareholders as well.</blockquote><p><b>Battle with the Incumbents</b></p><p>While Shopee expands aggressively, it is also important to consider the competitive landscape across its markets, and that includes the incumbent Allegro, a 20-year-old well-established local e-commerce platform in Poland, and Mercado Libre, the biggest e-commerce platform across Latin America (“LATAM”), particularly in Brazil, Mexico, and Argentina.</p><p><b>Latin America</b></p><p>According to Similarweb, Shopee’s web traffic is increasing steadily across LATAM, which include Colombia,Mexico, and Brazil, although MELI is leading by a wide margin.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8e8ab3232fdc0a70c67186b0bae587c\" tg-width=\"552\" tg-height=\"556\" referrerpolicy=\"no-referrer\"/><span>Top shopping app in Colombia, Source: SensorTower</span></p><p>However, based on the app rankings on SensorTower, Shopee has surpassed and overtook MELI as the top shopping app across Mexico,Chile, Colombia, and Brazil. This was accomplished within a span of 6 months, excluding its operation in Brazil.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d50771a33f9bbe4451ae3b496eeed1db\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/><span>Source: Instagram</span></p><p>Alternatively, we can also track their social media followers as this gives us a sense of Shopee’s brand awareness in the region. As of ending Dec 2021, it has more followers than Mercardo in Colombia and Brazil, with Chile and Mexico coming close.</p><p><b>Poland</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82d28504ed7a24520b23f28860b28fed\" tg-width=\"547\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/><span>Figure - Shopee is the #1 shopping app in Poland, Source: Sensortower</span></p><p>Similarly in Poland, Shopee follows the same footprint whereby Allegro’s (WSE:ALE) web traffic leads by a mile, but it was overtaken by Shopee as the number one shopping app, and this was achieved within 3 months since Shopee was launched. In addition, Shopee and Allegro have 12.8k and 68k Instagram followers, respectively.</p><p>Although Allegro has over 10 million downloads on Google Play Store, this is insignificant considering that it is only a fraction of its total website visits of 222 million. This may suggest that there is lesser focus and emphasis on the mobile app.</p><p><b>Shopee Concluding Thoughts</b></p><p>It is not surprising to see this data surfaced because users in Poland and LATAM are more accustomed to shopping on the browser, and so there was much less emphasis on mobile. Therefore, Shopee leveraged its mobile-first approach, capitalizing on the opportunity and that has proven to be successful based on the data from third-party sources.</p><p>While investors seem to be concerned that Shopee is fighting too many wars on its front, including its expansion into India, Argentina, and France, the management has demonstrated that they are capable enough to execute given its strong localization capabilities. This long-term approach to sacrifice short-term profitability and pursue additional market share are also well-aligned to the shareholders.</p><p><b>Digital Finance - SeaMoney</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d530155412cffe0c2f8eb8d2f56adb7\" tg-width=\"1280\" tg-height=\"791\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>In Q3’21, SeaMoney’s total payment volume (“TPV”) grew 119% YOY to reach $4.6 billion, and this was mainly driven by the increase in customers’ adoption of ShopeePay. There are also improvements in monetization as take-rate increased to 2.9% from 0.7% in Q3’20, and as a result, revenue grew at a staggering rate of over 800% YOY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eefc6aab1a7fe29f20f51ef27681affa\" tg-width=\"946\" tg-height=\"604\" referrerpolicy=\"no-referrer\"/><span>Source: Own&#39;s Graph</span></p><p>During the earnings call, the management also talked about an inherent flywheel effect in SeaMoney, that as more merchants join ShopeePay, the number of use cases increases. This encourages consumers to use ShopeePay and thus drives further adoption. When the user base grows larger and larger, more merchants expressed their interest to get on board, accelerating the acquisition on both sides (merchants and consumers) of the business. Users also get additional benefits such as cashback and vouchers, which help to spur the network effect. Over time, customer acquisition costs (“CAC”) will also come down as more users join organically.</p><p>ShopeePay’s use cases include bill payments, contactless payment at offline retails, paying for taxi rides (i.e. partnership with Blue Bird Taxi in Indonesia), and many more.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17a8cd811e58a9ca86e248cb272f77e5\" tg-width=\"1280\" tg-height=\"787\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>S&amp;M expenses increased 65% YoY as SeaMoney drives more adoption to its mobile wallet business. However, S&amp;M expenses as a % of TPV have reduced to 4.26% from 5.64% a year ago, showing sales efficiency as lower marketing spending are translating into higher revenue growth. If we add back the S&amp;M expenses to its adjusted EBITDA, its normalized margin for this quarter is actually 27.8%. This shows that its margin is artificially depressed as the management is intentionally spending on S&amp;M to grow its market share.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609d411ca867f1c02768681be73e44d6\" tg-width=\"1280\" tg-height=\"792\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Quarterly Report</span></p><p>As of Q3’21, the number of quarterly paying users (“QPU”) reached 39.7 million, a 20% sequential growth from Q2’21. This existing user base is important as its digital bank is set to launch in 2022.</p><p>Diving deeper, we can get a glimpse into the upcoming financial products that will be launched based on Linkedin’s job openings, and that includes insurance,wealth management,prepaid cards, and as well as credit services revolving around repayment loans and revolving credits. And in Sep 2021, SeaMoney also launched its digital bank app in Indonesia.</p><p><b>Risks</b></p><p>The slowdown in Garena’s growth rate</p><ul><li><p>As Garena’s growth starts to taper down, it is important for us to track whether the PUR and ARPPU are increasing over time as these tell us whether they are improving their monetization capabilities.</p></li><li><p>However, we do not expect growth to decline drastically due to the highly engaging nature of the game, and as well as new ideas in the pipeline.</p></li></ul><p>Shopee aggressive expansion into new markets</p><ul><li><p>Shopee entry into new markets and the competitive pressure may accelerate its cash burn rate and erode its profit margin over time. However, we believe the risk is mitigated for a few reasons — due to the hefty $11.2 billion cash on its balance sheet, cash cow of Garena, and not to mention, Shopee is also profitable on a GPM basis.</p></li><li><p>Going forward, we should track Shopee’s website traffic,app rankings,google trends,social media followings to see if these investments are translating into results.</p></li></ul><p><b>Valuation</b></p><p>To calculate the intrinsic value of Sea Group, we will be using the sum-of-the-parts (“SOTP”) valuation model and some comparables.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e1008fe7564b4ddff7f3b72591d647e\" tg-width=\"1280\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/><span>Source: Morningstar, OutlookIndia</span></p><p><b>Garena Valuation</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a02ef5f5a79b78be636a73b04be45e78\" tg-width=\"1280\" tg-height=\"137\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>To determine a reasonable multiple to assign to Garena, we cross-reference to other gaming peers such as Electronic Arts (NASDAQ:EA) and Activision Blizzard (NASDAQ:ATVI), which are trading at roughly 18x multiple. Considering that both companies are growing much faster, and growth rate in Q3’21, an implied multiple of 18x and a forward growth rate of 25% are reasonable. Therefore, Garena is worth approximately $63.83 billion.</p><p><b>Shopee Valuation</b></p><p>Looking at comparable transactions of Flipkart, Tokopedia, and Lazada, along with assessing the quality of each business, we think of a fair multiple of EV/GMV as 1x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e90103e5677261fee18f312dd39b00\" tg-width=\"1280\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>With an implied EV/GMV of 1x, and a forward 100% growth rate on Shopee’s last 12 months (“LTM”) GMV of $56 billion, Shopee is worth $112.6 billion.</p><p><b>SeaMoney Valuation</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d5a874c9c714f6fda34c50a4354d107\" tg-width=\"423\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>Referencing from matured peers such as Paypal (NASDAQ: PYPL) with an operating margin of 25% and take-rate of 2.3%, we think that these financial metrics are achievable for SeaMoney. With a forward growth rate of 100% based on Q3’21 results, considering that it is still in the early stages and yet to launch its digital bank, this gives us an implied EV/TPV of 0.3x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08c8ea50bcca5f450ad3c27a79390bad\" tg-width=\"1280\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>With an implied EV/TPV of 0.3x, and a growth of 100% on the annualized TPV (based on Q3’21 TPV), SeaMoney is worth $11 billion.</p><p><b>Entire Business</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/340a2ecbea6bcb1460204dbe8aa82e58\" tg-width=\"1280\" tg-height=\"813\" referrerpolicy=\"no-referrer\"/><span>Source: Own Estimates</span></p><p>After calculating the individual business segments, this gives us a market cap of $196.9 billion for the entire business, after accounting for cash and debt. With shares outstanding of 576 million, after factoring in 4% dilution, this gives us an intrinsic value of $341.33 per share, a 55.4% upside from the current share price.</p><p><b>Conclusion</b></p><p>Shopee continues to extend its market leadership position by pursuing new growth opportunities in new markets. While Shopee seems to be fighting too many wars on its front, it has demonstrated that it has strong localization capabilities and the know-how to expand overseas as Shopee tops the shopping app across Latin America and Poland within a short span of 3 to 6 months. However, the incumbents are still leading by website traffic, and it is still early to judge whether Shopee could be a real threat to its rivals.</p><p>Next, while Garena’s growth seems to be slowing down, we do not think its growth has reached its peak because of its strong growth exhibited in the US, paying user ratio of only 12.8%, and potential games in the pipelines. With the management track record of creating highly engaging content on FF, we believe it can be an enduring franchise for years to come, with growth likely not to taper down so quickly.</p><p>The management is intentionally suppressing SeaMoney’s margins by ramping up the S&amp;M efforts to drive more adoption to its mobile wallet business. However, they have demonstrated sales efficiency as S&amp;M as % of revenue is declining YOY. With the digital bank set to launch in Singapore in FY2022, we believe SeaMoney is still in the early stages of growth.</p><p>Finally, based on our estimation, we believe Sea Group is worth $341.33 per share. This is a 55.4% upside from the current share price.</p><p>This article was written by Superstocks Seekers.</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: Engaging Wars On Multiple Fronts</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: Engaging Wars On Multiple Fronts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477615-sea-limited-engaging-wars-multiple-fronts-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShopee is taking a long-term approach by re-investing its margins to expand into new markets and pursue more market share.While Garena growth seems to be tapering down, we do not think its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477615-sea-limited-engaging-wars-multiple-fronts-buy\">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/4477615-sea-limited-engaging-wars-multiple-fronts-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171608797","content_text":"SummaryShopee is taking a long-term approach by re-investing its margins to expand into new markets and pursue more market share.While Garena growth seems to be tapering down, we do not think its growth has peaked yet due to its strong monetization capabilities in the U.S and others.SeaMoney is intentionally ramping up its sales and marketing efforts to drive more adoption to ShopeePay, and that is temporarily suppressing its margins.Using a sum-of-parts valuation, the intrinsic value of the business is $341.33, a 55% upside from the current share price.Wachiwit/iStock Editorial via Getty ImagesOverviewSea Limited is an internet platform company that consists of three main business segments – Garena (digital entertainment), Shopee (e-commerce), and SeaMoney (digital financial services). Throughout the years, Sea Limited has been reinvesting aggressively into their business to capture market share rapidly and grow their user base in every region. Starting out from Singapore, they have since achieved a respectable presence in Southeast Asia, Taiwan, and most recently in Latin America. In this article, we will be unpacking Sea Limited Q3’21 results, as we share our thoughts on the quarter. Do also head to the previous article we have written for Sea Limited.GarenaSource: Sea Quarterly ReportIn Q3’21, Garena’s quarterly active users (“QAU”) grew 0.5% sequentially to 729 million, a slowdown in users growth due the law of large numbers. Bookings growth has also stagnated as a result. More users are increasingly transitioning into paying users as the paying user ratio (“PUR”) rose to 12.8%. Based on the low PUR, there is still a large opportunity to convert its existing user base into paying users.Source: Sea Quarterly ReportNext, Garena’s average revenue per paying user (“ARPPU”) continues to taper down to $12.88, and that is likely due to most users coming from India and Latin America with much lower spending power. We will not rule out the possibility that Garena may increase the pricing of its in-game items to increase its monetization. Over time, the two key metrics that we should be measuring closely are PUR and ARPPU, and both tell us whether Garena can improve its monetizing capabilities to sustain its growth rate.Source: SensortowerWhat is impressive during the quarter is that Garena Free Fire (“FF”) revenue per download (“RPD”) heavily surpassed its rivals in the United States, even though it has a much smaller user base. And despite PUBG re-launching in India in Q2'21, FF is still leading by the highest RPD, as well as app rankings, showing that it has better monetization capabilities than its peers. According to SensorTower, FF was also the top five most downloaded games worldwide for six consecutive quarters, and in Q3’21, it was ranked as top three. With the game nearing five years of operation, this removes any doubt that its growth has peaked, and it is well on its way to building an enduring franchise.Source: Free Fire TwitterGarena Free Fire Max, an enhanced version of the current FF game was also launched in the quarter. Interestingly, what caught our eye was the introduction of a new feature called “Craftland”, where FF offers a “platform” for users to unleash their creativity through creating their own maps and inviting their friends over to play. This helps to increase social interaction, engagements, and also the stickiness of the game. As of today, it has over 4.57 million downloads on Google Play Store and it has a high review of over 4 stars. If we head over to Youtube, there are plenty of videos related to “Craftland”, showing how well received it is by the FF community. Looking ahead, Garena seeks to introduce more content, features, modes, and gameplays to sustain its existing strong base of users.On top of that, Garena’s strong global presence has also received accelerated interest from worldwide studios looking to partner up with them, and management states that they are working on new ideas in the pipeline.ShopeeExpansion into other marketsSource: Shopee IndiaShopee has also expanded into multiple markets, including France,Poland,Spain,India, and also Argentina. If we head to the websites, there are a few common traits that we observed, and that is Shopee replicating its playbook by giving out free shipping, free commission (to sellers), cashback, and vouchers across its platform to entice users to use the platform and to spur the flywheel effect. This has proven to work in countries in SEA and Brazil, as evident from its market leadership.Operating and Financial MetricsSource: Sea Quarterly ReportShopee recorded a growth rate of 80% which saw its GMV reach US$16.8 billion. Recently, Alibaba (NYSE:BABA) has disclosed the LTM revenue of Lazada, which is US$21 billion, up 60% YOY. By comparison, Shopee LTM GMV grew 90% YOY to $US56 billion, heavily surpassing that of its rival.There are also signs of improving monetization as the take-rate increased sequentially to 8.93% during the quarter. As Shopee scales larger over time, it has the ability to increase its take-rate without losing its sellers as it is able to bring higher sales volume to its sellers than any other platform.Source: Sea Quarterly ReportBased on the total addressable market (“TAM”) of US$260 billion GMV, Shopee is the clear market leader with 21% of the TAM, followed by Lazada's 8%. This shows how quickly Shopee has been gobbling up market share, making it an undisputed leader in the region.Source: Google TrendData from Google Trend also shows that Shopee continues to lead ahead of Lazada and Tokopedia. Interestingly, Alibaba’s management has also laid out a goal to achieve a $US 100 billion GMV, although a timeline is not given. Alibaba is re-focusing its attention on the Southeast Asia market.Source: Sea Quarterly ReportShopee’s order volume grew 129% YOY, which is its ninth-consecutive quarter of triple-digit growth rate. By comparison, Lazada’s order growth rate was only 82%. This tells us that users are spending more on Shopee than Lazada, which is not surprising due to Shopee’s overwhelming consumers’ mindshare. To get an outlook into next quarter’s results, Shopee recorded 13 times more items sold on an average day in the first 2 hours of its 12.12 event promotion, revealing how successful the campaign was.Source: Sea Quarterly ReportThe average order value (\"AOV\") continues to decline to $9.88 in the quarter. In our view, this is not a cause for worry. In the newer markets that Shopee has expanded into, users tend to start with smaller purchases with lower AOV. Over time, as they established more trust with the platform, they will increasingly move towards purchasing higher-ticket items.Source: Sea Quarterly ReportTurning to profitability, Shopee’s gross profit margin (“GPM”) was 26.72%, compared to 31.94% in Q2’21. This was largely due to the higher cost of revenue in the quarter, including higher logistic costs associated with order growth and value-added services such as inventory management and fulfillment services provided to customers.Source: Sea Quarterly ReportSales and marketing expenses (“S&M”) expenses increased 124% YOY to $689 million, as Shopee ramp up its S&M efforts to capture more market share across its existing and new markets. As a result, S&M expenses as a % of GMV continue to fluctuate at 4.10%. Considering that some of its operating markets are in the early stages, investments may increase if the management spots any clear opportunities.Source: Sea Quarterly ReportAs a result of the lower gross profit and higher S&M expenses, Shopee’s adjusted loss per order fluctuates at a negative $0.40 in the quarter. This is notable considering Shopee entered many new countries with zero monetization, and took its profits from its matured markets to finance S&M expenses in the newer markets.This is supported by a statement by Chief Corporate Officer Wang in Q2 2021:In terms of positive EBITDA from Malaysia, again, we're very happy to report that Malaysia has become the second market to achieve positive EBITDA after Taiwan for our Shopee business. And of course, it is followed by the results of better monetization over time as well as improving operational efficiency over time. As we stressed before that the marketplace e-commerce model in terms of profitability is highly proven and with scale and strong market leadership and ability to deliver a clear and increasing value to our seller communities, we will be able to make a strong profit down the road. And this is basically generating value to our communities and, by that, will generate value to our shareholders as well.Battle with the IncumbentsWhile Shopee expands aggressively, it is also important to consider the competitive landscape across its markets, and that includes the incumbent Allegro, a 20-year-old well-established local e-commerce platform in Poland, and Mercado Libre, the biggest e-commerce platform across Latin America (“LATAM”), particularly in Brazil, Mexico, and Argentina.Latin AmericaAccording to Similarweb, Shopee’s web traffic is increasing steadily across LATAM, which include Colombia,Mexico, and Brazil, although MELI is leading by a wide margin.Top shopping app in Colombia, Source: SensorTowerHowever, based on the app rankings on SensorTower, Shopee has surpassed and overtook MELI as the top shopping app across Mexico,Chile, Colombia, and Brazil. This was accomplished within a span of 6 months, excluding its operation in Brazil.Source: InstagramAlternatively, we can also track their social media followers as this gives us a sense of Shopee’s brand awareness in the region. As of ending Dec 2021, it has more followers than Mercardo in Colombia and Brazil, with Chile and Mexico coming close.PolandFigure - Shopee is the #1 shopping app in Poland, Source: SensortowerSimilarly in Poland, Shopee follows the same footprint whereby Allegro’s (WSE:ALE) web traffic leads by a mile, but it was overtaken by Shopee as the number one shopping app, and this was achieved within 3 months since Shopee was launched. In addition, Shopee and Allegro have 12.8k and 68k Instagram followers, respectively.Although Allegro has over 10 million downloads on Google Play Store, this is insignificant considering that it is only a fraction of its total website visits of 222 million. This may suggest that there is lesser focus and emphasis on the mobile app.Shopee Concluding ThoughtsIt is not surprising to see this data surfaced because users in Poland and LATAM are more accustomed to shopping on the browser, and so there was much less emphasis on mobile. Therefore, Shopee leveraged its mobile-first approach, capitalizing on the opportunity and that has proven to be successful based on the data from third-party sources.While investors seem to be concerned that Shopee is fighting too many wars on its front, including its expansion into India, Argentina, and France, the management has demonstrated that they are capable enough to execute given its strong localization capabilities. This long-term approach to sacrifice short-term profitability and pursue additional market share are also well-aligned to the shareholders.Digital Finance - SeaMoneySource: Sea Quarterly ReportIn Q3’21, SeaMoney’s total payment volume (“TPV”) grew 119% YOY to reach $4.6 billion, and this was mainly driven by the increase in customers’ adoption of ShopeePay. There are also improvements in monetization as take-rate increased to 2.9% from 0.7% in Q3’20, and as a result, revenue grew at a staggering rate of over 800% YOY.Source: Own's GraphDuring the earnings call, the management also talked about an inherent flywheel effect in SeaMoney, that as more merchants join ShopeePay, the number of use cases increases. This encourages consumers to use ShopeePay and thus drives further adoption. When the user base grows larger and larger, more merchants expressed their interest to get on board, accelerating the acquisition on both sides (merchants and consumers) of the business. Users also get additional benefits such as cashback and vouchers, which help to spur the network effect. Over time, customer acquisition costs (“CAC”) will also come down as more users join organically.ShopeePay’s use cases include bill payments, contactless payment at offline retails, paying for taxi rides (i.e. partnership with Blue Bird Taxi in Indonesia), and many more.Source: Sea Quarterly ReportS&M expenses increased 65% YoY as SeaMoney drives more adoption to its mobile wallet business. However, S&M expenses as a % of TPV have reduced to 4.26% from 5.64% a year ago, showing sales efficiency as lower marketing spending are translating into higher revenue growth. If we add back the S&M expenses to its adjusted EBITDA, its normalized margin for this quarter is actually 27.8%. This shows that its margin is artificially depressed as the management is intentionally spending on S&M to grow its market share.Source: Sea Quarterly ReportAs of Q3’21, the number of quarterly paying users (“QPU”) reached 39.7 million, a 20% sequential growth from Q2’21. This existing user base is important as its digital bank is set to launch in 2022.Diving deeper, we can get a glimpse into the upcoming financial products that will be launched based on Linkedin’s job openings, and that includes insurance,wealth management,prepaid cards, and as well as credit services revolving around repayment loans and revolving credits. And in Sep 2021, SeaMoney also launched its digital bank app in Indonesia.RisksThe slowdown in Garena’s growth rateAs Garena’s growth starts to taper down, it is important for us to track whether the PUR and ARPPU are increasing over time as these tell us whether they are improving their monetization capabilities.However, we do not expect growth to decline drastically due to the highly engaging nature of the game, and as well as new ideas in the pipeline.Shopee aggressive expansion into new marketsShopee entry into new markets and the competitive pressure may accelerate its cash burn rate and erode its profit margin over time. However, we believe the risk is mitigated for a few reasons — due to the hefty $11.2 billion cash on its balance sheet, cash cow of Garena, and not to mention, Shopee is also profitable on a GPM basis.Going forward, we should track Shopee’s website traffic,app rankings,google trends,social media followings to see if these investments are translating into results.ValuationTo calculate the intrinsic value of Sea Group, we will be using the sum-of-the-parts (“SOTP”) valuation model and some comparables.Source: Morningstar, OutlookIndiaGarena ValuationSource: Own EstimatesTo determine a reasonable multiple to assign to Garena, we cross-reference to other gaming peers such as Electronic Arts (NASDAQ:EA) and Activision Blizzard (NASDAQ:ATVI), which are trading at roughly 18x multiple. Considering that both companies are growing much faster, and growth rate in Q3’21, an implied multiple of 18x and a forward growth rate of 25% are reasonable. Therefore, Garena is worth approximately $63.83 billion.Shopee ValuationLooking at comparable transactions of Flipkart, Tokopedia, and Lazada, along with assessing the quality of each business, we think of a fair multiple of EV/GMV as 1x.Source: Own EstimatesWith an implied EV/GMV of 1x, and a forward 100% growth rate on Shopee’s last 12 months (“LTM”) GMV of $56 billion, Shopee is worth $112.6 billion.SeaMoney ValuationSource: Own EstimatesReferencing from matured peers such as Paypal (NASDAQ: PYPL) with an operating margin of 25% and take-rate of 2.3%, we think that these financial metrics are achievable for SeaMoney. With a forward growth rate of 100% based on Q3’21 results, considering that it is still in the early stages and yet to launch its digital bank, this gives us an implied EV/TPV of 0.3x.Source: Own EstimatesWith an implied EV/TPV of 0.3x, and a growth of 100% on the annualized TPV (based on Q3’21 TPV), SeaMoney is worth $11 billion.Entire BusinessSource: Own EstimatesAfter calculating the individual business segments, this gives us a market cap of $196.9 billion for the entire business, after accounting for cash and debt. With shares outstanding of 576 million, after factoring in 4% dilution, this gives us an intrinsic value of $341.33 per share, a 55.4% upside from the current share price.ConclusionShopee continues to extend its market leadership position by pursuing new growth opportunities in new markets. While Shopee seems to be fighting too many wars on its front, it has demonstrated that it has strong localization capabilities and the know-how to expand overseas as Shopee tops the shopping app across Latin America and Poland within a short span of 3 to 6 months. However, the incumbents are still leading by website traffic, and it is still early to judge whether Shopee could be a real threat to its rivals.Next, while Garena’s growth seems to be slowing down, we do not think its growth has reached its peak because of its strong growth exhibited in the US, paying user ratio of only 12.8%, and potential games in the pipelines. With the management track record of creating highly engaging content on FF, we believe it can be an enduring franchise for years to come, with growth likely not to taper down so quickly.The management is intentionally suppressing SeaMoney’s margins by ramping up the S&M efforts to drive more adoption to its mobile wallet business. However, they have demonstrated sales efficiency as S&M as % of revenue is declining YOY. With the digital bank set to launch in Singapore in FY2022, we believe SeaMoney is still in the early stages of growth.Finally, based on our estimation, we believe Sea Group is worth $341.33 per share. This is a 55.4% upside from the current share price.This article was written by Superstocks Seekers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099553275,"gmtCreate":1643387385040,"gmtModify":1676533815377,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099553275","repostId":"2206764318","repostType":4,"repost":{"id":"2206764318","pubTimestamp":1643381494,"share":"https://www.laohu8.com/m/news/2206764318?lang=&edition=full","pubTime":"2022-01-28 22:51","market":"us","language":"en","title":"Apple's Rising, but This SaaS Stock's Rally Is More Important for Growth Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2206764318","media":"Motley Fool","summary":"The broader stock market was prepared to push downward yet again on Friday morning.","content":"<html><head></head><body><p>Investors haven&#39;t gotten much relief from the recent downturn in the stock market, and as the end of January approaches, it now appears likely that stocks will post their worst month since the coronavirus bear market plunge nearly two years ago. As of 8:30 a.m. ET, futures on the <b>Dow Jones Industrial Average </b>(DJINDICES:^DJI) were down 336 points to 33,707. <b>S&amp;P 500 </b>(SNPINDEX:^GSPC) futures dropped 41 points to 4,277, and <b>Nasdaq Composite </b>(NASDAQINDEX:^IXIC) futures fell 117 points to 13,870.</p><p>Many on Wall Street have been looking for signs that the correction might come to an end, and pinning their hopes on <b>Apple </b>(NASDAQ:AAPL) seemed like a reasonable bet. Indeed, Apple&#39;s earnings results late Thursday showed solid performance that has the stock moving higher in premarket trading Friday morning. Yet growth investors also have to focus on some of the companies that moved so aggressively higher during the best of times to see when they might bounce. One prominent software-as-a-service (SaaS) stock got a nice move higher in premarket trading. Below, you&#39;ll learn more about it, but first, let&#39;s take a look at what Apple said in its quarterly report.</p><h2>Apple picks up some ground</h2><p>Shares of Apple rose nearly 2% as of 8:30 a.m. ET, pulling back from much larger gains in Thursday&#39;s after-hours session. The iPhone giant saw amazing results, but worries about what the future could bring are still weighing on the tech company&#39;s stock despite its success.</p><p>Apple&#39;s numbers showed the scope of the world&#39;s most valuable stock. Fiscal first-quarter revenue came in at $123.9 billion, up 11% year over year and setting a new record. Net income rose at an even healthier 20% rate to $34.6 billion. That produced earnings of $2.10 per share, which was better than many had expected.</p><p>Looking more closely at the numbers, Apple had areas of strength and weakness. Mac sales stood out the most, with a 25% rise from year-ago levels prompted by strong product offerings. Service-related revenue was the second-best performer among the company&#39;s categories, rising 24% year over year. Wearables posted modest 13% gains, while sales of iPhone picked up 9%. Only the iPad lost ground, with revenue falling 14% year over year.</p><p>Geographically, China was Apple&#39;s fastest-growing market, with the rest of the Asia-Pacific region showing strong growth as well with the notable exception of Japan. Sales from the Americas and Europe showed solid gains.</p><p>Apple continues to be a cash cow, returning $27 billion to shareholders during the quarter. That&#39;s been a big supporter of the stock and should keep doing so in the years to come.</p><h2>Atlassian picks up ground</h2><p>Meanwhile, on the SaaS front, <b>Atlassian </b>(NASDAQ:TEAM) jumped nearly 7%. The workplace collaboration software provider reassured investors who&#39;ve seen the company&#39;s stock fall 40% from recent highs just a few months ago.</p><p>Atlassian&#39;s growth continued in its fiscal second quarter. Revenue of $689 million was up 37% from year-ago levels. Adjusted net income jumped 34% to $127 million, and Atlassian produced close to $200 million in free cash flow during the period. Adjusted earnings of $0.50 per share were better than most had expected.</p><p>Atlassian&#39;s strength came from the cloud. Subscription revenue was 64% higher, with data center sales soaring 83% year over year. Indeed, the company&#39;s products have enough traction among customers that Atlassian announced price increases of 13% to 15% for its data center products and 10% to 25% for its server offerings, effective mid-February.</p><p>Collaboration remains critical across the globe, and Atlassian&#39;s tools are valuable. Its stock&#39;s performance is also a vital indicator of the strength of the SaaS stock space. It&#39;ll take more successes like Atlassian&#39;s to reassure investors of the long-term potential it and companies like it have to generate massive growth in future years.</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>Apple's Rising, but This SaaS Stock's Rally Is More Important for Growth Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Rising, but This SaaS Stock's Rally Is More Important for Growth Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 22:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/28/apples-rising-but-this-saas-stocks-rally-is-more-i/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors haven't gotten much relief from the recent downturn in the stock market, and as the end of January approaches, it now appears likely that stocks will post their worst month since the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/28/apples-rising-but-this-saas-stocks-rally-is-more-i/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4553":"喜马拉雅资本持仓","BK4566":"资本集团","BK4211":"区域性银行","BK4515":"5G概念","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","ISBC":"投资者银行","BK4170":"电脑硬件、储存设备及电脑周边","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4501":"段永平概念"},"source_url":"https://www.fool.com/investing/2022/01/28/apples-rising-but-this-saas-stocks-rally-is-more-i/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206764318","content_text":"Investors haven't gotten much relief from the recent downturn in the stock market, and as the end of January approaches, it now appears likely that stocks will post their worst month since the coronavirus bear market plunge nearly two years ago. As of 8:30 a.m. ET, futures on the Dow Jones Industrial Average (DJINDICES:^DJI) were down 336 points to 33,707. S&P 500 (SNPINDEX:^GSPC) futures dropped 41 points to 4,277, and Nasdaq Composite (NASDAQINDEX:^IXIC) futures fell 117 points to 13,870.Many on Wall Street have been looking for signs that the correction might come to an end, and pinning their hopes on Apple (NASDAQ:AAPL) seemed like a reasonable bet. Indeed, Apple's earnings results late Thursday showed solid performance that has the stock moving higher in premarket trading Friday morning. Yet growth investors also have to focus on some of the companies that moved so aggressively higher during the best of times to see when they might bounce. One prominent software-as-a-service (SaaS) stock got a nice move higher in premarket trading. Below, you'll learn more about it, but first, let's take a look at what Apple said in its quarterly report.Apple picks up some groundShares of Apple rose nearly 2% as of 8:30 a.m. ET, pulling back from much larger gains in Thursday's after-hours session. The iPhone giant saw amazing results, but worries about what the future could bring are still weighing on the tech company's stock despite its success.Apple's numbers showed the scope of the world's most valuable stock. Fiscal first-quarter revenue came in at $123.9 billion, up 11% year over year and setting a new record. Net income rose at an even healthier 20% rate to $34.6 billion. That produced earnings of $2.10 per share, which was better than many had expected.Looking more closely at the numbers, Apple had areas of strength and weakness. Mac sales stood out the most, with a 25% rise from year-ago levels prompted by strong product offerings. Service-related revenue was the second-best performer among the company's categories, rising 24% year over year. Wearables posted modest 13% gains, while sales of iPhone picked up 9%. Only the iPad lost ground, with revenue falling 14% year over year.Geographically, China was Apple's fastest-growing market, with the rest of the Asia-Pacific region showing strong growth as well with the notable exception of Japan. Sales from the Americas and Europe showed solid gains.Apple continues to be a cash cow, returning $27 billion to shareholders during the quarter. That's been a big supporter of the stock and should keep doing so in the years to come.Atlassian picks up groundMeanwhile, on the SaaS front, Atlassian (NASDAQ:TEAM) jumped nearly 7%. The workplace collaboration software provider reassured investors who've seen the company's stock fall 40% from recent highs just a few months ago.Atlassian's growth continued in its fiscal second quarter. Revenue of $689 million was up 37% from year-ago levels. Adjusted net income jumped 34% to $127 million, and Atlassian produced close to $200 million in free cash flow during the period. Adjusted earnings of $0.50 per share were better than most had expected.Atlassian's strength came from the cloud. Subscription revenue was 64% higher, with data center sales soaring 83% year over year. Indeed, the company's products have enough traction among customers that Atlassian announced price increases of 13% to 15% for its data center products and 10% to 25% for its server offerings, effective mid-February.Collaboration remains critical across the globe, and Atlassian's tools are valuable. Its stock's performance is also a vital indicator of the strength of the SaaS stock space. It'll take more successes like Atlassian's to reassure investors of the long-term potential it and companies like it have to generate massive growth in future years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007756516,"gmtCreate":1643020062779,"gmtModify":1676533765368,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nicee[Miser]&nbsp;","listText":"Nicee[Miser]&nbsp;","text":"Nicee[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007756516","repostId":"2205248240","repostType":2,"repost":{"id":"2205248240","pubTimestamp":1642898373,"share":"https://www.laohu8.com/m/news/2205248240?lang=&edition=full","pubTime":"2022-01-23 08:39","market":"us","language":"en","title":"Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2205248240","media":"Motley Fool","summary":"Regulators have granted SoFi conditional approval on its application to become a bank.","content":"<html><head></head><body><p>After a difficult few months for the stock, <b>SoFi</b> (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company&#39;s application to become a bank. Now, SoFi will be able to complete its previously announced acquisition of <b>Golden Pacific Bancorp</b> and become a bank holding company.</p><p>SoFi plans to capitalize the bank with $750 million, and the bank will have $5.3 billion of assets once the deal with Golden Pacific closes, which is expected to happen in February. Following the news of the bank charter, SoFi&#39;s stock shot up.</p><p>Here&#39;s why SoFi&#39;s long-awaited bank charter will improve the company&#39;s operations.</p><p><img src=\"https://static.tigerbbs.com/b043430dd6fd8a492604fcb1cb4193d3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Streamlining operations</h2><p>Despite competing in the banking space, many fintech companies start as tech companies and do not have a formal banking license -- they are not easy to obtain. So, most fintechs tend to partner with licensed banks to do things like hold the deposits they gather from their members (unlicensed banks can&#39;t hold deposits on their balance sheet) and originate loans for them in some cases. This typically involves some kind of revenue share. Additionally, because banks can&#39;t use deposits to fund loan originations, they have to use higher-cost funding.</p><p>One of the main benefits of the bank charter will be enabling SoFi to lower its interest expense, which is the interest SoFi pays on the debt it uses to fund assets such as loans. According to its recent regulatory filing, the company&#39;s current funding sources for originations include securitization debt and funding from warehouse facilities. SoFi pays interest on this funding of nearly 4% and 1.6%, respectively. This funding is also not as reliable in certain market conditions. Currently, most savings and checking accounts pay out very little interest, and even a lot of high-yield savings accounts pay much less interest than these higher-cost sources.</p><p>With the bank charter, SoFi will be able to transfer all of the deposits in its cash management SoFi Money product that it currently sends to a partner bank back into SoFi to hold. SoFi Money accounts topped 1.16 million at the end of the third quarter, so they should offer a decent source of funding that will also grow in the future. This will significantly lower SoFi&#39;s cost of funding loan originations, or it can maintain both sources if it needs them to grow.</p><p>Additionally, having a bank charter will make it easier for SoFi to hold loans on its balance sheet, whether that means holding loans for longer periods or to completion. Most fintech consumer lenders sell loans they originate right away to an investor or bank for a fee. But when you hold a loan on the balance sheet, you can collect interest payments every month, and that loan ends up being more profitable over its life, as long as it doesn&#39;t go into default.</p><p>With a bank charter, SoFi will have more clarity from a regulatory perspective on its operations. It is also another signal to investors that SoFi is a trustworthy lender. While the company has a good reputation, given that it has been originating loans for several years now, I think investors see it as a good sign that a fintech company is willing to take some risk on its balance sheet, although I am not yet sure how long SoFi plans to hold its loans.</p><p>In its first presentation, management showed the impact of the bank charter on earnings before interest, taxes, depreciation, and amortization (EBITDA). While the numbers have likely changed, as this presentation is now roughly a year old, I think this is illustrative of how helpful the bank charter can be.</p><p><img src=\"https://static.tigerbbs.com/5ca5ac4bdc2ba7427f2b507f42aeb914\" tg-width=\"700\" tg-height=\"642\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SoFi January 2021 investor presentation.</p><h2>Hitting a key milestone</h2><p>While the bank charter has been long anticipated, there was some question over it, given some of the regulatory uncertainty in the banking arena in Washington over the past few months. It is also no easy feat for any fintech to obtain a bank charter. The charter will make the deposits that SoFi gathers much more valuable and greatly help the unit economics in its lending division. Ultimately, expect revenue and EBITDA to be higher this year and going forward with the bank charter now secured.</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>Here's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why SoFi's Long-Awaited Bank Charter Will Make the Business Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-23 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4166":"消费信贷","BK4549":"软银资本持仓","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","SOFI":"SoFi Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/01/22/why-sofi-bank-charter-makes-business-better/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205248240","content_text":"After a difficult few months for the stock, SoFi (NASDAQ:SOFI) shareholders got some welcome news recently when regulators approved the company's application to become a bank. Now, SoFi will be able to complete its previously announced acquisition of Golden Pacific Bancorp and become a bank holding company.SoFi plans to capitalize the bank with $750 million, and the bank will have $5.3 billion of assets once the deal with Golden Pacific closes, which is expected to happen in February. Following the news of the bank charter, SoFi's stock shot up.Here's why SoFi's long-awaited bank charter will improve the company's operations.Image source: Getty Images.Streamlining operationsDespite competing in the banking space, many fintech companies start as tech companies and do not have a formal banking license -- they are not easy to obtain. So, most fintechs tend to partner with licensed banks to do things like hold the deposits they gather from their members (unlicensed banks can't hold deposits on their balance sheet) and originate loans for them in some cases. This typically involves some kind of revenue share. Additionally, because banks can't use deposits to fund loan originations, they have to use higher-cost funding.One of the main benefits of the bank charter will be enabling SoFi to lower its interest expense, which is the interest SoFi pays on the debt it uses to fund assets such as loans. According to its recent regulatory filing, the company's current funding sources for originations include securitization debt and funding from warehouse facilities. SoFi pays interest on this funding of nearly 4% and 1.6%, respectively. This funding is also not as reliable in certain market conditions. Currently, most savings and checking accounts pay out very little interest, and even a lot of high-yield savings accounts pay much less interest than these higher-cost sources.With the bank charter, SoFi will be able to transfer all of the deposits in its cash management SoFi Money product that it currently sends to a partner bank back into SoFi to hold. SoFi Money accounts topped 1.16 million at the end of the third quarter, so they should offer a decent source of funding that will also grow in the future. This will significantly lower SoFi's cost of funding loan originations, or it can maintain both sources if it needs them to grow.Additionally, having a bank charter will make it easier for SoFi to hold loans on its balance sheet, whether that means holding loans for longer periods or to completion. Most fintech consumer lenders sell loans they originate right away to an investor or bank for a fee. But when you hold a loan on the balance sheet, you can collect interest payments every month, and that loan ends up being more profitable over its life, as long as it doesn't go into default.With a bank charter, SoFi will have more clarity from a regulatory perspective on its operations. It is also another signal to investors that SoFi is a trustworthy lender. While the company has a good reputation, given that it has been originating loans for several years now, I think investors see it as a good sign that a fintech company is willing to take some risk on its balance sheet, although I am not yet sure how long SoFi plans to hold its loans.In its first presentation, management showed the impact of the bank charter on earnings before interest, taxes, depreciation, and amortization (EBITDA). While the numbers have likely changed, as this presentation is now roughly a year old, I think this is illustrative of how helpful the bank charter can be.SoFi January 2021 investor presentation.Hitting a key milestoneWhile the bank charter has been long anticipated, there was some question over it, given some of the regulatory uncertainty in the banking arena in Washington over the past few months. It is also no easy feat for any fintech to obtain a bank charter. The charter will make the deposits that SoFi gathers much more valuable and greatly help the unit economics in its lending division. Ultimately, expect revenue and EBITDA to be higher this year and going forward with the bank charter now secured.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004722616,"gmtCreate":1642694744509,"gmtModify":1676533737004,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Niceee","listText":"Niceee","text":"Niceee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004722616","repostId":"1126677206","repostType":2,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004722824,"gmtCreate":1642694736159,"gmtModify":1676533737008,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nicee[Miser]&nbsp;","listText":"Nicee[Miser]&nbsp;","text":"Nicee[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004722824","repostId":"1126677206","repostType":2,"repost":{"id":"1126677206","pubTimestamp":1642687281,"share":"https://www.laohu8.com/m/news/1126677206?lang=&edition=full","pubTime":"2022-01-20 22:01","market":"us","language":"en","title":"Apple Stock: How To Trade It Before And After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1126677206","media":"TheStreet","summary":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what","content":"<html><head></head><body><p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.</p><p>Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.</p><p>Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park, in Cupertino, CA.</span></p><p><b>Buy AAPL on earnings day</b></p><p>Have you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has <i>not</i> traded in line with the mantra during earnings seasons.</p><p>A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to <i>underperform</i> its own two-week average ahead of the earnings release; but then the price tends to <i>spike</i> shortly after the results are published.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dbcbd828ea8b0f101472179795433cf\" tg-width=\"892\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/><span>Figure 2: Median 2-week returns, Earnings vs. non-earnings.</span></p><p>Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.</p><p>After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.</p><p>The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.</p><p><b>Consider seasonality</b></p><p>Looking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.</p><p>While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815dafc7decf67564014bbbd36f5cf1a\" tg-width=\"1238\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/><span>Figure 3: Average monthly returns vs. S&amp;P 500 (seasonality).</span></p><p>The better news is that February tends to mark a long, four-month period of outperformance over the S&amp;P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.</p><p><b>Don’t forget fundamentals and value</b></p><p>Of course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.</p><p>I believe that the Cupertno company continues to be one of the best (if not <i>the</i> best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.</p><p>Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How To Trade It Before And After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How To Trade It Before And After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 22:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-how-to-trade-it-before-and-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126677206","content_text":"Buy the rumor, sell the news? Here is how Apple stock tends to perform around earnings day, and what potential investors should think about before pushing the “buy” button.Apple will report its fiscal Q1 results on Thursday, January 27. The Apple Maven has already started to preview the event, and we will cover the results and earnings call in real time.Today, I turn the focus to Apple stock’s performance around the company’s earnings day. Is now a good time to buy shares ahead of the results? How does the stock tend to perform before and after earnings?Figure 1: Apple Park, in Cupertino, CA.Buy AAPL on earnings dayHave you heard the phrase “buy the rumor, sell the news”? It turns out that, historically, Apple stock has not traded in line with the mantra during earnings seasons.A few months ago, I ran an analysis on AAPL’s performance before and after earnings day. A bit of a surprise to me, the stock tends to underperform its own two-week average ahead of the earnings release; but then the price tends to spike shortly after the results are published.Figure 2: Median 2-week returns, Earnings vs. non-earnings.Since publishing the chart above for the first time, Apple released earnings twice: in fiscal Q3 and Q4 of last year.After July 27, AAPL stock moved generally sideways for two weeks, but eventually started to climb through early September. After October 28, something similar happened: sideways through early November, then viciously higher in the following four weeks.The narrative that seems to fit the observations is the following: traders and investors position themselves ahead of earnings. When the results come out, bulls and bears engage in a tug of war to determine if the results and outlook seem good enough. Eventually, after digesting the numbers and commentary, the market settles largely with the bulls.Consider seasonalityLooking not much more than a couple of months past fiscal Q1 earnings day may further encourage investors to buy AAPL soon. The chart below shows that, from a seasonality perspective, December and January tend to be the worst months to own AAPL.While AAPL managed to climb through the end of December 2021, January has, in fact, been a challenging month for the stock so far.Figure 3: Average monthly returns vs. S&P 500 (seasonality).The better news is that February tends to mark a long, four-month period of outperformance over the S&P 500. This is probably the case because investors finally leave behind concerns over the performance of the new iPhone in the holiday quarter and start to think longer term.Don’t forget fundamentals and valueOf course, earnings trends and seasonality are only two factors to consider when deciding whether to buy Apple stock. More important is to assess Apple’s business fundamentals, and how much an investor might be willing to pay for them.I believe that the Cupertno company continues to be one of the best (if not the best) consumer product and service companies in the world. My concern until recently was whether valuations were a bit too rich, following the dizzying Q4 rally.Here, I am slightly encouraged by the fact that AAPL price has dipped 8% from the January 3 peak. While $167 per share still does not sound like a once-in-a-lifetime bargain, the figure is easier on the eyes of a buyer than $180-plus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008572683,"gmtCreate":1641507156634,"gmtModify":1676533621440,"author":{"id":"4100579111105400","authorId":"4100579111105400","name":"y3o","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Woww😲","listText":"Woww😲","text":"Woww😲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008572683","repostId":"1156227790","repostType":4,"repost":{"id":"1156227790","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":1641479474,"share":"https://www.laohu8.com/m/news/1156227790?lang=&edition=full","pubTime":"2022-01-06 22:31","market":"us","language":"en","title":"Bed Bath & Beyond Jumped Over 15% in Morning Trading after a Surprise Fiscal Third-quarter Loss","url":"https://stock-news.laohu8.com/highlight/detail?id=1156227790","media":"Tiger Newspress","summary":"Bed Bath & Beyond jumped over 15% in morning trading after a surprise fiscal third-quarter loss.It r","content":"<html><head></head><body><p>Bed Bath &amp; Beyond jumped over 15% in morning trading after a surprise fiscal third-quarter loss.<img src=\"https://static.tigerbbs.com/aa5438f4bdc08bce0243e559db19e1ce\" tg-width=\"776\" tg-height=\"561\" width=\"100%\" height=\"auto\"/>It reported quarterly losses of $(0.25) per share. This is a 412.5 percent decrease over earnings of $0.08 per share from the same period last year. The company reported quarterly sales of $1.88 billion which missed the analyst consensus estimate of $2.00 billion by 6.10 percent. This is a 28.27 percent decrease over sales of $2.62 billion the same period last 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>Bed Bath & Beyond Jumped Over 15% in Morning Trading after a Surprise Fiscal Third-quarter Loss</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\">\nBed Bath & Beyond Jumped Over 15% in Morning Trading after a Surprise Fiscal Third-quarter Loss\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\">2022-01-06 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bed Bath &amp; Beyond jumped over 15% in morning trading after a surprise fiscal third-quarter loss.<img src=\"https://static.tigerbbs.com/aa5438f4bdc08bce0243e559db19e1ce\" tg-width=\"776\" tg-height=\"561\" width=\"100%\" height=\"auto\"/>It reported quarterly losses of $(0.25) per share. This is a 412.5 percent decrease over earnings of $0.08 per share from the same period last year. The company reported quarterly sales of $1.88 billion which missed the analyst consensus estimate of $2.00 billion by 6.10 percent. This is a 28.27 percent decrease over sales of $2.62 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156227790","content_text":"Bed Bath & Beyond jumped over 15% in morning trading after a surprise fiscal third-quarter loss.It reported quarterly losses of $(0.25) per share. This is a 412.5 percent decrease over earnings of $0.08 per share from the same period last year. The company reported quarterly sales of $1.88 billion which missed the analyst consensus estimate of $2.00 billion by 6.10 percent. This is a 28.27 percent decrease over sales of $2.62 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}