lil jer personal page - To The Moon

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lil jer

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12-03

$SUPER MICRO COMPUTER INC(SMCI)$ undervalued

11-25

$SUPER MICRO COMPUTER INC(SMCI)$

11-19

$SUPER MICRO COMPUTER INC(SMCI)$

11-01

$SUPER MICRO COMPUTER INC(SMCI)$

06-27

$Amazon.com(AMZN)$

04-09

$DBS GROUP HOLDINGS LTD(D05.SI)$

02-23

$SINGAPORE EXCHANGE LIMITED(S68.SI)$

02-13

All Bitcoin stocks are moving today

Crypto Stocks, Funds Rally after Bitcoin Breaks $50,000 for the First Time since 2021

01-24

$TAL Education Group(TAL)$

01-05

$TAL Education Group(TAL)$

01-04

$DBS GROUP HOLDINGS LTD(D05.SI)$

2023-12-19

$Novo-Nordisk A/S(NVO)$

2023-12-19

Great ariticle, would you like to share it?

Pagaya stock climbs after Jefferies starts coverage with Buy rating

2023-12-14

Buy

@SGX_Stars:S-Reits rebound 7.4%t in November, best month in 3 years

2023-12-07

Must buy

Cathie Wood's Ark uses pullback in Palantir to buy more shares

2023-12-05

$Palantir Technologies Inc.(PLTR)$

2023-11-24

$Mattel(MAT)$ bullish

2023-11-09

Finally

@ChristKitto:BioNTech’s stock rallies after it posts surprise Q3 profit and revenue that tops estimates

2023-11-08

I love this game so much.

2023-11-07

$UNITED OVERSEAS BANK LIMITED(U11.SI)$ adding more to portfolio. I think this counter is very undervalued based on recent news abt its credit card boom etc

Go to Tiger App to see more news

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jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"All Bitcoin stocks are moving today&nbsp;","listText":"All Bitcoin stocks are moving today&nbsp;","text":"All Bitcoin stocks are moving today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273533121659104","repostId":"2411702078","repostType":2,"repost":{"id":"2411702078","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1707779568,"share":"https://ttm.financial/m/news/2411702078?lang=&edition=fundamental","pubTime":"2024-02-13 07:12","market":"us","language":"en","title":"Crypto Stocks, Funds Rally after Bitcoin Breaks $50,000 for the First Time since 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2411702078","media":"Dow Jones","summary":"Crypto-related stocks and funds rallied on Monday after bitcoin briefly rose above $50,000 for the first time since December 2021, as demand for recently launched spot bitcoin ETFs remains robust.The largest cryptocurrency  has risen 13% over the past seven days, according to CoinDesk data. It has climbed 11% so far this year, building on a more than 150% gain in 2023. However, bitcoin is still down roughly 28% from its all-time high of $68,990, reached in November 2021.Meanwhile, crypto exchange Coinbase's shares  ended 3.7% higher to $147.31, while MicroStrategy's shares  finished up 11% at $717.52. Crypto miner Riot Platforms's stock  finished 9.4% higher at $15.92, and Marathon Digital Holdings's shares  ended 14.2% higher at $27.28. Ebang International Holdings's shares  rose 7.9% to $11.11.Meanwhile, some investors are also seeking bitcoin as a potential safe haven amid geopolitical uncertainty, Connors said in an interview.Connors is now eyeing a range of $60,000 to $65,000 for ","content":"<html><head></head><body><p>Crypto-related stocks and funds rallied on Monday after bitcoin briefly rose above $50,000 for the first time since December 2021, as demand for recently launched spot bitcoin ETFs remains robust.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f02ad936567602c0e10bc42a690d1e14\" tg-width=\"625\" tg-height=\"223\"/></p><p>The largest cryptocurrency (BTCUSD) has risen 13% over the past seven days, according to CoinDesk data. It has climbed 11% so far this year, building on a more than 150% gain in 2023. However, bitcoin is still down roughly 28% from its all-time high of $68,990, reached in November 2021.</p><p>Among spot bitcoin ETFs, <a href=\"https://laohu8.com/S/GBTC\">Grayscale Bitcoin Trust</a> GBTC rose 5.6% to close at $44.86 on Monday, while BlackRock&#39;s <a href=\"https://laohu8.com/S/IBIT\">iShares Bitcoin Trust</a> IBIT ended up 5.6% to $28.66, according to Dow Jones Market Data. <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a> FBTC gained 5.7% to close at $44.02, and <a href=\"https://laohu8.com/S/ARKB\">ARK 21Shares Bitcoin ETF</a> ARKB finished up 5.7% at $50.31.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/719930e6f24f40d26e255767f2a7da98\" tg-width=\"385\" tg-height=\"727\"/></p><p>Bitcoin futures ETFs also climbed on the day. <a href=\"https://laohu8.com/S/BITO\">ProShares Bitcoin Strategy ETF</a> BITO gained 5.7% to $23.82, and Valkyrie Bitcoin and Ether Strategy ETF BTF rose 5.6% to $15.61.</p><p>Meanwhile, crypto exchange Coinbase&#39;s shares <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> ended 3.7% higher to $147.31, while MicroStrategy&#39;s shares <a href=\"https://laohu8.com/S/MSTR\">$(MSTR)$</a> finished up 11% at $717.52. Crypto miner Riot Platforms&#39;s stock <a href=\"https://laohu8.com/S/RIOT\">$(RIOT)$</a> finished 9.4% higher at $15.92, and Marathon Digital Holdings&#39;s shares <a href=\"https://laohu8.com/S/MARA\">$(MARA)$</a> ended 14.2% higher at $27.28. Ebang International Holdings&#39;s shares <a href=\"https://laohu8.com/S/EBON\">$(EBON)$</a> rose 7.9% to $11.11.</p><h2 id=\"id_3500891390\">Why bitcoin rallied</h2><p>The latest bitcoin rally appears to be driven by spot-market demand, which has driven a significant spike in the crypto&#39;s trading volume, according to Sean Farrell, head of digital-asset strategy at Fundstrat. &#34;A substantial portion of this volume is likely entering the market via spot ETFs chasing the positive weekend price action,&#34; Farrell wrote in a Monday note.</p><p>Outflows from Grayscale Bitcoin Trust, the largest spot bitcoin ETF, have been slowing, while demand for rival bitcoin ETFs remains robust, according to Mark Connors, head of research at digital-asset manager 3iQ.</p><p>Meanwhile, some investors are also seeking bitcoin as a potential safe haven amid geopolitical uncertainty, Connors said in an interview.</p><p>&#34;We have 60+ major elections globally in 2024 in an anticipatedly volatile geopolitical environment,&#34; according to Thomas Perfumo, head of strategy at Kraken. &#34;These challenges drive the movement of capital to high-quality, store-of-value assets like bitcoin,&#34; Perfumo wrote in emailed comments.</p><p>Yet bitcoin&#39;s price remains highly volatile relative to traditional store-of-value assets like gold, and many believe there&#39;s still not enough evidence that it can be used as a safe haven.</p><h2 id=\"id_2438881816\">What&#39;s next</h2><p>Connors is now eyeing a range of $60,000 to $65,000 for bitcoin&#39;s next level. He still expects the crypto to reach up to $160,000 by the end of 2024 and $350,000 by the second half of 2025.</p><p>Greg Magadini, director of derivatives at Amberdata, said he is expecting bitcoin&#39;s market capitalization to rise above $1 trillion this week. The crypto&#39;s market cap stood at around $977 billion on Monday, according to data from CoinMarketCap.</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>Crypto Stocks, Funds Rally after Bitcoin Breaks $50,000 for the First Time since 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Stocks, Funds Rally after Bitcoin Breaks $50,000 for the First Time since 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-13 07:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto-related stocks and funds rallied on Monday after bitcoin briefly rose above $50,000 for the first time since December 2021, as demand for recently launched spot bitcoin ETFs remains robust.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f02ad936567602c0e10bc42a690d1e14\" tg-width=\"625\" tg-height=\"223\"/></p><p>The largest cryptocurrency (BTCUSD) has risen 13% over the past seven days, according to CoinDesk data. It has climbed 11% so far this year, building on a more than 150% gain in 2023. However, bitcoin is still down roughly 28% from its all-time high of $68,990, reached in November 2021.</p><p>Among spot bitcoin ETFs, <a href=\"https://laohu8.com/S/GBTC\">Grayscale Bitcoin Trust</a> GBTC rose 5.6% to close at $44.86 on Monday, while BlackRock&#39;s <a href=\"https://laohu8.com/S/IBIT\">iShares Bitcoin Trust</a> IBIT ended up 5.6% to $28.66, according to Dow Jones Market Data. <a href=\"https://laohu8.com/S/FBTC\">Fidelity Wise Origin Bitcoin Fund</a> FBTC gained 5.7% to close at $44.02, and <a href=\"https://laohu8.com/S/ARKB\">ARK 21Shares Bitcoin ETF</a> ARKB finished up 5.7% at $50.31.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/719930e6f24f40d26e255767f2a7da98\" tg-width=\"385\" tg-height=\"727\"/></p><p>Bitcoin futures ETFs also climbed on the day. <a href=\"https://laohu8.com/S/BITO\">ProShares Bitcoin Strategy ETF</a> BITO gained 5.7% to $23.82, and Valkyrie Bitcoin and Ether Strategy ETF BTF rose 5.6% to $15.61.</p><p>Meanwhile, crypto exchange Coinbase&#39;s shares <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> ended 3.7% higher to $147.31, while MicroStrategy&#39;s shares <a href=\"https://laohu8.com/S/MSTR\">$(MSTR)$</a> finished up 11% at $717.52. Crypto miner Riot Platforms&#39;s stock <a href=\"https://laohu8.com/S/RIOT\">$(RIOT)$</a> finished 9.4% higher at $15.92, and Marathon Digital Holdings&#39;s shares <a href=\"https://laohu8.com/S/MARA\">$(MARA)$</a> ended 14.2% higher at $27.28. Ebang International Holdings&#39;s shares <a href=\"https://laohu8.com/S/EBON\">$(EBON)$</a> rose 7.9% to $11.11.</p><h2 id=\"id_3500891390\">Why bitcoin rallied</h2><p>The latest bitcoin rally appears to be driven by spot-market demand, which has driven a significant spike in the crypto&#39;s trading volume, according to Sean Farrell, head of digital-asset strategy at Fundstrat. &#34;A substantial portion of this volume is likely entering the market via spot ETFs chasing the positive weekend price action,&#34; Farrell wrote in a Monday note.</p><p>Outflows from Grayscale Bitcoin Trust, the largest spot bitcoin ETF, have been slowing, while demand for rival bitcoin ETFs remains robust, according to Mark Connors, head of research at digital-asset manager 3iQ.</p><p>Meanwhile, some investors are also seeking bitcoin as a potential safe haven amid geopolitical uncertainty, Connors said in an interview.</p><p>&#34;We have 60+ major elections globally in 2024 in an anticipatedly volatile geopolitical environment,&#34; according to Thomas Perfumo, head of strategy at Kraken. &#34;These challenges drive the movement of capital to high-quality, store-of-value assets like bitcoin,&#34; Perfumo wrote in emailed comments.</p><p>Yet bitcoin&#39;s price remains highly volatile relative to traditional store-of-value assets like gold, and many believe there&#39;s still not enough evidence that it can be used as a safe haven.</p><h2 id=\"id_2438881816\">What&#39;s next</h2><p>Connors is now eyeing a range of $60,000 to $65,000 for bitcoin&#39;s next level. He still expects the crypto to reach up to $160,000 by the end of 2024 and $350,000 by the second half of 2025.</p><p>Greg Magadini, director of derivatives at Amberdata, said he is expecting bitcoin&#39;s market capitalization to rise above $1 trillion this week. The crypto&#39;s market cap stood at around $977 billion on Monday, according to data from CoinMarketCap.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HODL":"VanEck Bitcoin Trust ETF","GBTC":"Grayscale Bitcoin Trust","BK4550":"红杉资本持仓","BK4588":"碎股","BK4551":"寇图资本持仓","COIN":"Coinbase Global, Inc.","FBTC":"Fidelity Wise Origin Bitcoin Fund","BK4112":"金融交易所和数据","BK4170":"电脑硬件、储存设备及电脑周边","RIOT":"Riot Platforms","IBIT":"iShares Bitcoin Trust","BRRR":"Valkyrie Bitcoin Fund","DEFI":"Hashdex Bitcoin ETF","BK4539":"次新股","BK4023":"应用软件","BK4554":"元宇宙及AR概念","MSTR":"MicroStrategy","MARA":"MARA Holdings","BTCO":"Invesco Galaxy Bitcoin ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4585":"ETF&股票定投概念","BTCW":"WisdomTree Bitcoin Fund","BK4594":"比特币ETF概念","EBON":"亿邦国际","BITB":"Bitwise Bitcoin ETF","EZBC":"Franklin Bitcoin ETF","BITO":"ProShares Bitcoin ETF","BK4595":"比特币概念","FDN":"First Trust Dow Jones Internet I","ARKB":"ARK 21Shares Bitcoin ETF","BTF":"Valkyrie Bitcoin Strategy ETF","BK4535":"淡马锡持仓","MSTR.AU":"MORNINGSTAR INTL SHARES ACT","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411702078","content_text":"Crypto-related stocks and funds rallied on Monday after bitcoin briefly rose above $50,000 for the first time since December 2021, as demand for recently launched spot bitcoin ETFs remains robust.The largest cryptocurrency (BTCUSD) has risen 13% over the past seven days, according to CoinDesk data. It has climbed 11% so far this year, building on a more than 150% gain in 2023. However, bitcoin is still down roughly 28% from its all-time high of $68,990, reached in November 2021.Among spot bitcoin ETFs, Grayscale Bitcoin Trust GBTC rose 5.6% to close at $44.86 on Monday, while BlackRock's iShares Bitcoin Trust IBIT ended up 5.6% to $28.66, according to Dow Jones Market Data. Fidelity Wise Origin Bitcoin Fund FBTC gained 5.7% to close at $44.02, and ARK 21Shares Bitcoin ETF ARKB finished up 5.7% at $50.31.Bitcoin futures ETFs also climbed on the day. ProShares Bitcoin Strategy ETF BITO gained 5.7% to $23.82, and Valkyrie Bitcoin and Ether Strategy ETF BTF rose 5.6% to $15.61.Meanwhile, crypto exchange Coinbase's shares $(COIN)$ ended 3.7% higher to $147.31, while MicroStrategy's shares $(MSTR)$ finished up 11% at $717.52. Crypto miner Riot Platforms's stock $(RIOT)$ finished 9.4% higher at $15.92, and Marathon Digital Holdings's shares $(MARA)$ ended 14.2% higher at $27.28. Ebang International Holdings's shares $(EBON)$ rose 7.9% to $11.11.Why bitcoin ralliedThe latest bitcoin rally appears to be driven by spot-market demand, which has driven a significant spike in the crypto's trading volume, according to Sean Farrell, head of digital-asset strategy at Fundstrat. \"A substantial portion of this volume is likely entering the market via spot ETFs chasing the positive weekend price action,\" Farrell wrote in a Monday note.Outflows from Grayscale Bitcoin Trust, the largest spot bitcoin ETF, have been slowing, while demand for rival bitcoin ETFs remains robust, according to Mark Connors, head of research at digital-asset manager 3iQ.Meanwhile, some investors are also seeking bitcoin as a potential safe haven amid geopolitical uncertainty, Connors said in an interview.\"We have 60+ major elections globally in 2024 in an anticipatedly volatile geopolitical environment,\" according to Thomas Perfumo, head of strategy at Kraken. \"These challenges drive the movement of capital to high-quality, store-of-value assets like bitcoin,\" Perfumo wrote in emailed comments.Yet bitcoin's price remains highly volatile relative to traditional store-of-value assets like gold, and many believe there's still not enough evidence that it can be used as a safe haven.What's nextConnors is now eyeing a range of $60,000 to $65,000 for bitcoin's next level. He still expects the crypto to reach up to $160,000 by the end of 2024 and $350,000 by the second half of 2025.Greg Magadini, director of derivatives at Amberdata, said he is expecting bitcoin's market capitalization to rise above $1 trillion this week. The crypto's market cap stood at around $977 billion on Monday, according to data from CoinMarketCap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266319549862176,"gmtCreate":1706055003652,"gmtModify":1706055006456,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TAL\">$TAL Education Group(TAL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$TAL Education 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Group(TAL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259582984376504","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259464755048688,"gmtCreate":1704356251540,"gmtModify":1704356254260,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259464755048688","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253807211651128,"gmtCreate":1703001414739,"gmtModify":1703001417482,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$ </a>&nbsp;","text":"$Novo-Nordisk A/S(NVO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253807211651128","isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":253797105910016,"gmtCreate":1702998837597,"gmtModify":1702998841941,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/253797105910016","repostId":"2391505289","repostType":2,"repost":{"id":"2391505289","kind":"highlight","pubTimestamp":1702566452,"share":"https://ttm.financial/m/news/2391505289?lang=&edition=fundamental","pubTime":"2023-12-14 23:07","market":"us","language":"en","title":"Pagaya stock climbs after Jefferies starts coverage with Buy rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2391505289","media":"seekingalpha","summary":"Pagaya Technologies  stock gapped up 17.3% in Thursday morning trading after Jefferies initiated coverage on the Israeli fintech company with a Buy rating, as its \"powerful network effect and product flywheel have positioned the company for ongoing success.\" The company is set to capture more market share through \" increased penetration of current clients,  ongoing additions of lending platforms,  continued market share aggregation, and  increased conversion rates,\" analyst John Hecht wrote in a note. Based on 2022 markets sizes, he noted, Pagaya  captures less than 1% of the total addressable market for personal, auto, credit card and single-family rental markets.  Hecht's Buy rating diverges from the SA Quant system rating of Hold and agrees with the average sell-side analyst rating of Buy.  More on Pagaya Technologies   Pagaya's 2024 Outlook: Stability And Mid-20s% CAGR Expected Pagaya Technologies: Facing A Promising 2024 Pagaya Technologies: Huge Upside Potential For This AI Stock","content":"<html><body><p>Pagaya Technologies (<span>NASDAQ:PGY</span>) stock gapped <span>up 17.3%</span> in Thursday morning trading after Jefferies initiated coverage on the Israeli fintech company with a Buy rating, as its \"powerful network effect and product flywheel have positioned the company for ongoing success.\"</p> <p>The company is<span> set to capture more market share through \"(i) increased penetration of current clients, (ii) ongoing additions of lending platforms, (iii) continued market share aggregation, and (iv) increased conversion rates,\" analyst John Hecht wrote in a note.</span></p> <p>Based on 2022 markets sizes, he noted, Pagaya (PGY) captures less than 1% of the total addressable market for personal, auto, credit card and single-family rental markets. </p> <p>Hecht's Buy rating diverges from the SA Quant system rating of Hold and agrees with the average sell-side analyst rating of Buy.</p> <div> <h2>More on Pagaya Technologies </h2> <ul> <li>Pagaya's 2024 Outlook: Stability And Mid-20s% CAGR Expected</li> <li>Pagaya Technologies: Facing A Promising 2024</li> <li>Pagaya Technologies: Huge Upside Potential For This AI Stock</li> <li>Biggest stock movers today: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, <a href=\"https://laohu8.com/S/OCUL\">Ocular Therapeutix</a> and more</li> <li>Pagaya announces partnership with Exeter Finance</li> </ul> </div></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pagaya stock climbs after Jefferies starts coverage with Buy rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPagaya stock climbs after Jefferies starts coverage with Buy rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-14 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4046403-pagaya-stock-climbs-after-jefferies-starts-coverage-with-buy-rating><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pagaya Technologies (NASDAQ:PGY) stock gapped up 17.3% in Thursday morning trading after Jefferies initiated coverage on the Israeli fintech company with a Buy rating, as its \"powerful network effect ...</p>\n\n<a href=\"https://seekingalpha.com/news/4046403-pagaya-stock-climbs-after-jefferies-starts-coverage-with-buy-rating\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1324440713/image_1324440713.jpg","relate_stocks":{"PGY":"Pagaya Technologies Ltd.","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/news/4046403-pagaya-stock-climbs-after-jefferies-starts-coverage-with-buy-rating","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2391505289","content_text":"Pagaya Technologies (NASDAQ:PGY) stock gapped up 17.3% in Thursday morning trading after Jefferies initiated coverage on the Israeli fintech company with a Buy rating, as its \"powerful network effect and product flywheel have positioned the company for ongoing success.\" The company is set to capture more market share through \"(i) increased penetration of current clients, (ii) ongoing additions of lending platforms, (iii) continued market share aggregation, and (iv) increased conversion rates,\" analyst John Hecht wrote in a note. Based on 2022 markets sizes, he noted, Pagaya (PGY) captures less than 1% of the total addressable market for personal, auto, credit card and single-family rental markets.  Hecht's Buy rating diverges from the SA Quant system rating of Hold and agrees with the average sell-side analyst rating of Buy.  More on Pagaya Technologies   Pagaya's 2024 Outlook: Stability And Mid-20s% CAGR Expected Pagaya Technologies: Facing A Promising 2024 Pagaya Technologies: Huge Upside Potential For This AI Stock Biggest stock movers today: Adobe, Ocular Therapeutix and more Pagaya announces partnership with Exeter Finance","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251844275822768,"gmtCreate":1702528674136,"gmtModify":1702528678151,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251844275822768","repostId":"248359332798600","repostType":1,"repost":{"id":248359332798600,"gmtCreate":1701672105104,"gmtModify":1701672649941,"author":{"id":"3527667673047996","authorId":"3527667673047996","name":"SGX_Stars","avatar":"https://community-static.tradeup.com/news/e25c0d30145226f3d840902eeabbadbb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667673047996","authorIdStr":"3527667673047996"},"themes":[],"title":"S-Reits rebound 7.4%t in November, best month in 3 years","htmlText":"The iEdge S-Reit Index ended November with a 7.4% total return, reversing the 7.0% decline seen in October. Similar performance was seen across most major Reit markets after signals from the US Federal Reserve that rate hikes are likely over, with the broader FTSE EPRA Nareit Developed Index gaining 7.8% in total returns over the month.The November rebound brought the iEdge S-Reit Index’s year-to-date decline from 9.0% as at end October, to 2.2%t as at end November. This also marks the largest monthly total return gains for the Index since November 2020.REIT Watch - iEdge S-Reit Index monthly total returnsFour trusts maintained double- digit total return gains in the year to-date till end November –&nbsp; <a href=\"https://ttm.financial/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a> (19.6%),&amp;n","listText":"The iEdge S-Reit Index ended November with a 7.4% total return, reversing the 7.0% decline seen in October. Similar performance was seen across most major Reit markets after signals from the US Federal Reserve that rate hikes are likely over, with the broader FTSE EPRA Nareit Developed Index gaining 7.8% in total returns over the month.The November rebound brought the iEdge S-Reit Index’s year-to-date decline from 9.0% as at end October, to 2.2%t as at end November. This also marks the largest monthly total return gains for the Index since November 2020.REIT Watch - iEdge S-Reit Index monthly total returnsFour trusts maintained double- digit total return gains in the year to-date till end November –&nbsp; <a href=\"https://ttm.financial/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a> (19.6%),&amp;n","text":"The iEdge S-Reit Index ended November with a 7.4% total return, reversing the 7.0% decline seen in October. Similar performance was seen across most major Reit markets after signals from the US Federal Reserve that rate hikes are likely over, with the broader FTSE EPRA Nareit Developed Index gaining 7.8% in total returns over the month.The November rebound brought the iEdge S-Reit Index’s year-to-date decline from 9.0% as at end October, to 2.2%t as at end November. This also marks the largest monthly total return gains for the Index since November 2020.REIT Watch - iEdge S-Reit Index monthly total returnsFour trusts maintained double- digit total return gains in the year to-date till end November – $DigiCore Reit USD(DCRU.SI)$ (19.6%),&n","images":[{"img":"https://community-static.tradeup.com/news/356f7a108bf8d9d6ef791a7a6797d59f","width":"1028","height":"530"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248359332798600","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249525696020656,"gmtCreate":1701959440446,"gmtModify":1701959444601,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Must buy","listText":"Must buy","text":"Must buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249525696020656","repostId":"2389044626","repostType":2,"repost":{"id":"2389044626","kind":"highlight","pubTimestamp":1701945060,"share":"https://ttm.financial/m/news/2389044626?lang=&edition=fundamental","pubTime":"2023-12-07 18:31","market":"us","language":"en","title":"Cathie Wood's Ark uses pullback in Palantir to buy more shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2389044626","media":"StreetInsider","summary":"Cathie Wood's ARK Investment Management funds made their first purchase of shares in data-analysis firm Palantir  in about two and a half months.ARK Innovation ETF  acquired nearly 1.2 million shares, ARK Next Generation Internet ETF  bought 232,050 shares, and ARK Fintech Innovation ETF  purchased 145,910 shares.This move comes as Palantir's stock has declined by 19.7% from its high on November 20, but it remains up 167% year-to-date.Palantir shares are up 1% in pre-market Thursday trade. The stock fell on Wednesday after co-founder Stephen Cohen disclosed he sold nearly $13 million in stock.By Senad Karaahmetovic","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/summaries/1854/resize_PalantirRE.jpg\"/>\n</div>\n</div>\n<p>Cathie Wood's ARK Investment Management funds made their first purchase of shares in data-analysis firm Palantir (NYSE: PLTR) in about two and a half months.</p><p><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ARKK) acquired nearly 1.2 million shares, <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (ARKW) bought 232,050 shares, and <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (ARKF) purchased 145,910 shares.</p><p>This move comes as Palantir's stock has declined by 19.7% from its high on November 20, but it remains up 167% year-to-date.</p><div><div><div></div></div></div><p>Palantir shares are up 1% in pre-market Thursday trade. The stock fell on Wednesday after co-founder Stephen Cohen disclosed he sold nearly $13 million in stock.</p><p>By Senad Karaahmetovic</p> </div></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark uses pullback in Palantir to buy more shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Ark uses pullback in Palantir to buy more shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-07 18:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22500669><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's ARK Investment Management funds made their first purchase of shares in data-analysis firm Palantir (NYSE: PLTR) in about two and a half months.ARK Innovation ETF (ARKK) acquired nearly ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22500669\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4543":"AI","BK4585":"ETF&股票定投概念","PLTR":"Palantir Technologies Inc.","FDN":"First Trust Dow Jones Internet I","ARKF":"ARK Fintech Innovation ETF","BK4550":"红杉资本持仓","ARKW":"ARK Next Generation Internation ETF","BK4588":"碎股","ARKK":"ARK Innovation ETF","BK4023":"应用软件","BK4544":"ARK ETF合集"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22500669","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2389044626","content_text":"Cathie Wood's ARK Investment Management funds made their first purchase of shares in data-analysis firm Palantir (NYSE: PLTR) in about two and a half months.ARK Innovation ETF (ARKK) acquired nearly 1.2 million shares, ARK Next Generation Internet ETF (ARKW) bought 232,050 shares, and ARK Fintech Innovation ETF (ARKF) purchased 145,910 shares.This move comes as Palantir's stock has declined by 19.7% from its high on November 20, but it remains up 167% year-to-date.Palantir shares are up 1% in pre-market Thursday trade. The stock fell on Wednesday after co-founder Stephen Cohen disclosed he sold nearly $13 million in stock.By Senad Karaahmetovic","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248511489450064,"gmtCreate":1701709820250,"gmtModify":1701709821840,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248511489450064","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":245001981829184,"gmtCreate":1700838977774,"gmtModify":1700838980186,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MAT\">$Mattel(MAT)$ &nbsp;</a>bullish","listText":"<a href=\"https://ttm.financial/S/MAT\">$Mattel(MAT)$ &nbsp;</a>bullish","text":"$Mattel(MAT)$ bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/245001981829184","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239632884400248,"gmtCreate":1699540880816,"gmtModify":1699540884978,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Finally","listText":"Finally","text":"Finally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239632884400248","repostId":"238757292371984","repostType":1,"repost":{"id":238757292371984,"gmtCreate":1699327341139,"gmtModify":1699327350851,"author":{"id":"9000000000000652","authorId":"9000000000000652","name":"ChristKitto","avatar":"https://static.tigerbbs.com/4978f4a510bcf43d5d844a52ae86fd92","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000652","authorIdStr":"9000000000000652"},"themes":[],"title":"BioNTech’s stock rallies after it posts surprise Q3 profit and revenue that tops estimates","htmlText":"<a href=\"https://ttm.financial/S/BNTX\">$BioNTech SE(BNTX)$</a> ’s stock rose more than 5% early Monday after the company posted a surprise profit for the third quarter and revenue that beat estimates, even as it was hit by lower COVID-19 vaccine revenue.The Mainz, Germany-based company, said it had net profit of 160.6 million euros ($172.7 million), or 67 cents a share, down from EUR1.785 billion, or EUR6.98 a share, in the year-earlier period.Revenue fell to EUR895.3 million from EUR3.461 billion a year ago.The FactSet consensus was for a loss of 59 cents and revenue of EUR851.0 million.The company said inventory writedowns by its partner <a href=\"https://ttm.financial/S/PFE\">$Pfizer(PFE)$</a> shaved EUR507.9 million off revenue for the period.Pfizer shocked investors in October with a la","listText":"<a href=\"https://ttm.financial/S/BNTX\">$BioNTech SE(BNTX)$</a> ’s stock rose more than 5% early Monday after the company posted a surprise profit for the third quarter and revenue that beat estimates, even as it was hit by lower COVID-19 vaccine revenue.The Mainz, Germany-based company, said it had net profit of 160.6 million euros ($172.7 million), or 67 cents a share, down from EUR1.785 billion, or EUR6.98 a share, in the year-earlier period.Revenue fell to EUR895.3 million from EUR3.461 billion a year ago.The FactSet consensus was for a loss of 59 cents and revenue of EUR851.0 million.The company said inventory writedowns by its partner <a href=\"https://ttm.financial/S/PFE\">$Pfizer(PFE)$</a> shaved EUR507.9 million off revenue for the period.Pfizer shocked investors in October with a la","text":"$BioNTech SE(BNTX)$ ’s stock rose more than 5% early Monday after the company posted a surprise profit for the third quarter and revenue that beat estimates, even as it was hit by lower COVID-19 vaccine revenue.The Mainz, Germany-based company, said it had net profit of 160.6 million euros ($172.7 million), or 67 cents a share, down from EUR1.785 billion, or EUR6.98 a share, in the year-earlier period.Revenue fell to EUR895.3 million from EUR3.461 billion a year ago.The FactSet consensus was for a loss of 59 cents and revenue of EUR851.0 million.The company said inventory writedowns by its partner $Pfizer(PFE)$ shaved EUR507.9 million off revenue for the period.Pfizer shocked investors in October with a la","images":[{"img":"https://community-static.tradeup.com/news/0634aaa084f1a7096e5835b0a8559457","width":"700","height":"466"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238757292371984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239241558393128,"gmtCreate":1699445352835,"gmtModify":1699445357482,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"I love this game so much.","listText":"I love this game so much.","text":"I love this game so much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239241558393128","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":238798200922168,"gmtCreate":1699330005182,"gmtModify":1699330009772,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a> adding more to portfolio.&nbsp; I&nbsp;think this counter is very undervalued based on recent news abt its credit card boom etc&nbsp;","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a> adding more to portfolio.&nbsp; I&nbsp;think this counter is very undervalued based on recent news abt its credit card boom etc&nbsp;","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$ adding more to portfolio. I think this counter is very undervalued based on recent news abt its credit card boom etc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/238798200922168","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9943546627,"gmtCreate":1679582691069,"gmtModify":1679582694888,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RDFN\">$Redfin Corp(RDFN)$ </a>&nbsp;why is this counter popping suddenly??? Why 11%up in a day? Any one here got goss????&nbsp;","listText":"<a href=\"https://ttm.financial/S/RDFN\">$Redfin Corp(RDFN)$ </a>&nbsp;why is this counter popping suddenly??? Why 11%up in a day? Any one here got goss????&nbsp;","text":"$Redfin Corp(RDFN)$ why is this counter popping suddenly??? Why 11%up in a day? Any one here got goss????","images":[{"img":"https://community-static.tradeup.com/news/bfb878004e1f5be9d37128960e0c3043","width":"1080","height":"2504"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":30,"commentSize":22,"repostSize":0,"link":"https://ttm.financial/post/9943546627","isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9943571120,"gmtCreate":1679585443960,"gmtModify":1679585448868,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"We all know this. Thats why HOLD","listText":"We all know this. Thats why HOLD","text":"We all know this. Thats why HOLD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":40,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943571120","repostId":"2321903119","repostType":2,"repost":{"id":"2321903119","kind":"news","pubTimestamp":1679576400,"share":"https://ttm.financial/m/news/2321903119?lang=&edition=fundamental","pubTime":"2023-03-23 21:00","market":"hk","language":"en","title":"Alibaba: Valuation Unjustifiably Low","url":"https://stock-news.laohu8.com/highlight/detail?id=2321903119","media":"Seeking Alpha","summary":"SummaryAlibaba undoubtedly suffered severe profit speed bumps in recent past years.However, it coped","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba undoubtedly suffered severe profit speed bumps in recent past years.</li><li>However, it coped with these challenges successfully in my view, and I see even better days lie ahead now due to several immediate catalysts.</li><li>Regulatory pressure and COVID restrictions are abating.</li><li>Thanks to a humongous cash position and strong cash flow, I see the company well-positioned to resume growth once the macroeconomic parameters improve.</li><li>Yet, its P/E is only in the single-digit range once the cash position is adjusted, simply unjustifiable in my view.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa9a505eccc9afba5e1add5b58cd582a\" tg-width=\"1080\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>David Becker</span></p><h2>Investment thesis</h2><p>Alibaba (NYSE:BABA) recently released its 2022 December quarter earnings. In my view, the December quarter and also TTM 2022 earnings are quite solid, especially when the challenges were considered. As commented by Daniel Zhang, Chairman and CEO of BABA, &#34;We delivereda solid quarter despite softer demand, supply chain and logistics disruptions due to the impact of changes in COVID-19 measures.&#34;</p><p>Against this backdrop, the main thesis of this article is to argue that even better days lie ahead for BABA. And yet, it&#39;s currently trading at a valuation that is unjustifiable low, thus creating an attractive entry opportunity. Some of the key catalysts in the next 1 year or so include:</p><ol><li>I now see a potential thawing of relations between Chinese regulatory authorities and big technology firms. In recent years, regulators have taken a hard stance onChinese tech companies but, given the struggling domestic economy and the impacts created by the COVID pandemic, I see signs that the authorities are now more focused on returning the country to growth mode. For example, Ant Group recently received a regulatory greenlight for raising $1.5 billion in capital to further expand its consumer business.</li><li>Moreover, COVID-19-related headwinds should start to abate, thereby supporting a healthier economic backdrop and improved consumer spending. Even amid the COVID challenges, according to Toby Xu, the CFO of BABA, the company&#39;s profit growth has been strong due to its efforts to improve operating efficiency and cost optimization in the past. In the meantime, BABA&#39;s net cash position remains healthy (more on this later) and I see the company well-poised to resume strong cash flow growth once the macroeconomic environment improves.</li></ol><p>In the remainder of this article, I will examine its profitability, capital allocation flexibility, and also valuation to better support the above thesis.</p><h2>Profitability remains strong even amid the COVID</h2><p>Alibaba undoubtedly suffered severe profit headwinds in the past few years due to a range of factors including the aforementioned regulatory tightening, elevated operating costs, and softened consumer demand due to COVID, as you can see clearly from the following two charts.</p><p>The first chart shows its return on capital employed (&#34;ROCE&#34;) in recent years, highlighting the year 2022. As seen, the company&#39;s profitability has suffered significantly, and its ROCE retreated from almost 97% in Q1 of 2022 to about 64% based on TTM 2022 financial results. The second chart, taken from its December earnings report (&#34;ER&#34;), shows its operating margin falling to a meager 3% by the end of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/775962b980f1a52e82eefa6f686e7f31\" tg-width=\"640\" tg-height=\"273\" width=\"100%\" height=\"auto\"/><span>Source: author based on SA data</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bf1ca45d0e17dd2a07e50964b47ec46\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"/><span>BABA 2022 Dec Quarter ER</span></p><p>Nonetheless, BABA&#39;s profitability remained robust enough amid these strong headwinds, and now I see signs that the trend is turning. As shown in the next chart below, its current ROCE of 64% is on par with the FAAMG group. Furthermore, its profit margins have drastically improved in the past year. As shown in the chart above, its operating margin has improved from 3% as reported in its December 2021 quarter year to 14% during the most recent reporting period. In the meantime, the adjusted EBITDA margin also expanded from 21% in December 2021 to 24% in the most recent reporting period.</p><p>Next, I will argue that thanks to its strong net cash position, the company is well-poised to resume full speed growth once the macroeconomic environment improves.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5cd3d966b42ec845e591c777f39fecc\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"/><span>Source: author and Seeking Alpha.</span></p><h2>Capital allocation remains highly flexible</h2><p>BABA has historically always maintained a strong financial position. However, its financial position has been weakened to some degree due to its commitment to the Chinese common prosperity funds, high tax rates, fines, and regulatory changes. To wit, its $15.5B pledge to the common prosperity fund over the next five years translates to a commitment of $3.1B per year. Despite all these, for the nine months ended December 31, 2022 (see the next chart below), it reported an operating cash flow totaling $24.4B, putting a better context for the above commitment (and also its cash obligations for investing and financing obligations).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24ce0c7eda03d424d4d459006356452a\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>BABA 2022 Dec Quarter ER</span></p><p>In the meantime, the company maintains a large cash position on its ledger. Total Cash and cash equivalents currently hover around $75.3B as shown below. It has a relatively low debt level (totaling $27.7B), resulting in a sizable net positive cash position. All told, these numbers translate into a cash position of around $10.9 per ADS, which is about 13.1% of its current shares.</p><p>And as to be discussed next, it&#39;s significantly higher than other comparable peers and makes its valuation even lower than on the surface.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58a82bcf990b6168407941953b59ca39\" tg-width=\"640\" tg-height=\"202\" width=\"100%\" height=\"auto\"/><span>Seeking alpha data</span></p><h2>Valuation unjustifiable</h2><p>According to SA data, the FY1 P/E of Alibaba is about 10.8x only, only a fraction of the valuation multiple of peers like AAPL, GOOG, and AMZN. And bear in mind that, as just mentioned, there is roughly $10.9 worth of cash per ADS (about 13.1% of the current share price), dramatically higher than the other stocks listed here. AMZN has the second-highest cash per share as a percentage of its share price at 5.2%.</p><p>When the cash position is adjusted, BABA&#39;s FY1 P/E is in the single-digit: only 9.4x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc638563d89e75957acb65b284cd74c7\" tg-width=\"640\" tg-height=\"229\" width=\"100%\" height=\"auto\"/><span>Source: author and Seeking Alpha data.</span></p><h2>Risks and final thoughts</h2><p>BABA is subject to various risks, and prospective investors should definitely exercise caution due to the significant uncertainties involved here. To start, as detailed in our earlier articles, some of these risks could result in a complete loss (such as with the VIE risk) or substantial losses (such as with the delisting risks).</p><p>Here I will focus on risks that are more relevant to the specific catalysts I mentioned earlier. These risks include competitive risks, operational risks, and geopolitical risks. BABA operates in highly competitive markets, including e-commerce, cloud computing, and digital payments. Existing and potential competitors can disrupt its business model or compete on price and pressure its margin. Operationally, even though China has recently lifted its Zero COVID policy, it remains uncertain how quickly customer demand can recover. And there is always the possibility for another resurgence. Finally, BABA operates in multiple countries and may face risks related to geopolitical tensions, especially with the trade tensions between the U.S. and China and also the political instability in the Russian/Ukraine region.</p><p>To conclude, BABA delivered solid results amid all the challenges in recent years the way I see things. And I see even better days lie ahead for BABA. I see a few key catalysts in the next 12 months or so, including the thawing of tension with regulatory authorities, the lift of COVID restrictions, and the recovery of consumer spending. With its strong balance sheet and strong cash flow, I see the company as well-poised to resume robust growth once the macroeconomic parameters improve. Yet, it&#39;s trading at a single-digit P/E, simply too low to be justifiable in my view.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p><p><i>This article is written by Sensor Unlimited for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Valuation Unjustifiably Low</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Valuation Unjustifiably Low\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4589544-alibaba-valuation-unjustifiably-low><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba undoubtedly suffered severe profit speed bumps in recent past years.However, it coped with these challenges successfully in my view, and I see even better days lie ahead now due to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4589544-alibaba-valuation-unjustifiably-low\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4502":"阿里概念","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4505":"高瓴资本持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4581":"高盛持仓","BK4504":"桥水持仓","BABA":"阿里巴巴","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4554":"元宇宙及AR概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4575":"芯片概念","BK4587":"ChatGPT概念","BK4558":"双十一","BK4122":"互联网与直销零售","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4538":"云计算","BK4588":"碎股","BK4579":"人工智能","BK4526":"热门中概股","09988":"阿里巴巴-W","BK4503":"景林资产持仓"},"source_url":"https://seekingalpha.com/article/4589544-alibaba-valuation-unjustifiably-low","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2321903119","content_text":"SummaryAlibaba undoubtedly suffered severe profit speed bumps in recent past years.However, it coped with these challenges successfully in my view, and I see even better days lie ahead now due to several immediate catalysts.Regulatory pressure and COVID restrictions are abating.Thanks to a humongous cash position and strong cash flow, I see the company well-positioned to resume growth once the macroeconomic parameters improve.Yet, its P/E is only in the single-digit range once the cash position is adjusted, simply unjustifiable in my view.David BeckerInvestment thesisAlibaba (NYSE:BABA) recently released its 2022 December quarter earnings. In my view, the December quarter and also TTM 2022 earnings are quite solid, especially when the challenges were considered. As commented by Daniel Zhang, Chairman and CEO of BABA, \"We delivereda solid quarter despite softer demand, supply chain and logistics disruptions due to the impact of changes in COVID-19 measures.\"Against this backdrop, the main thesis of this article is to argue that even better days lie ahead for BABA. And yet, it's currently trading at a valuation that is unjustifiable low, thus creating an attractive entry opportunity. Some of the key catalysts in the next 1 year or so include:I now see a potential thawing of relations between Chinese regulatory authorities and big technology firms. In recent years, regulators have taken a hard stance onChinese tech companies but, given the struggling domestic economy and the impacts created by the COVID pandemic, I see signs that the authorities are now more focused on returning the country to growth mode. For example, Ant Group recently received a regulatory greenlight for raising $1.5 billion in capital to further expand its consumer business.Moreover, COVID-19-related headwinds should start to abate, thereby supporting a healthier economic backdrop and improved consumer spending. Even amid the COVID challenges, according to Toby Xu, the CFO of BABA, the company's profit growth has been strong due to its efforts to improve operating efficiency and cost optimization in the past. In the meantime, BABA's net cash position remains healthy (more on this later) and I see the company well-poised to resume strong cash flow growth once the macroeconomic environment improves.In the remainder of this article, I will examine its profitability, capital allocation flexibility, and also valuation to better support the above thesis.Profitability remains strong even amid the COVIDAlibaba undoubtedly suffered severe profit headwinds in the past few years due to a range of factors including the aforementioned regulatory tightening, elevated operating costs, and softened consumer demand due to COVID, as you can see clearly from the following two charts.The first chart shows its return on capital employed (\"ROCE\") in recent years, highlighting the year 2022. As seen, the company's profitability has suffered significantly, and its ROCE retreated from almost 97% in Q1 of 2022 to about 64% based on TTM 2022 financial results. The second chart, taken from its December earnings report (\"ER\"), shows its operating margin falling to a meager 3% by the end of 2021.Source: author based on SA dataBABA 2022 Dec Quarter ERNonetheless, BABA's profitability remained robust enough amid these strong headwinds, and now I see signs that the trend is turning. As shown in the next chart below, its current ROCE of 64% is on par with the FAAMG group. Furthermore, its profit margins have drastically improved in the past year. As shown in the chart above, its operating margin has improved from 3% as reported in its December 2021 quarter year to 14% during the most recent reporting period. In the meantime, the adjusted EBITDA margin also expanded from 21% in December 2021 to 24% in the most recent reporting period.Next, I will argue that thanks to its strong net cash position, the company is well-poised to resume full speed growth once the macroeconomic environment improves.Source: author and Seeking Alpha.Capital allocation remains highly flexibleBABA has historically always maintained a strong financial position. However, its financial position has been weakened to some degree due to its commitment to the Chinese common prosperity funds, high tax rates, fines, and regulatory changes. To wit, its $15.5B pledge to the common prosperity fund over the next five years translates to a commitment of $3.1B per year. Despite all these, for the nine months ended December 31, 2022 (see the next chart below), it reported an operating cash flow totaling $24.4B, putting a better context for the above commitment (and also its cash obligations for investing and financing obligations).BABA 2022 Dec Quarter ERIn the meantime, the company maintains a large cash position on its ledger. Total Cash and cash equivalents currently hover around $75.3B as shown below. It has a relatively low debt level (totaling $27.7B), resulting in a sizable net positive cash position. All told, these numbers translate into a cash position of around $10.9 per ADS, which is about 13.1% of its current shares.And as to be discussed next, it's significantly higher than other comparable peers and makes its valuation even lower than on the surface.Seeking alpha dataValuation unjustifiableAccording to SA data, the FY1 P/E of Alibaba is about 10.8x only, only a fraction of the valuation multiple of peers like AAPL, GOOG, and AMZN. And bear in mind that, as just mentioned, there is roughly $10.9 worth of cash per ADS (about 13.1% of the current share price), dramatically higher than the other stocks listed here. AMZN has the second-highest cash per share as a percentage of its share price at 5.2%.When the cash position is adjusted, BABA's FY1 P/E is in the single-digit: only 9.4x.Source: author and Seeking Alpha data.Risks and final thoughtsBABA is subject to various risks, and prospective investors should definitely exercise caution due to the significant uncertainties involved here. To start, as detailed in our earlier articles, some of these risks could result in a complete loss (such as with the VIE risk) or substantial losses (such as with the delisting risks).Here I will focus on risks that are more relevant to the specific catalysts I mentioned earlier. These risks include competitive risks, operational risks, and geopolitical risks. BABA operates in highly competitive markets, including e-commerce, cloud computing, and digital payments. Existing and potential competitors can disrupt its business model or compete on price and pressure its margin. Operationally, even though China has recently lifted its Zero COVID policy, it remains uncertain how quickly customer demand can recover. And there is always the possibility for another resurgence. Finally, BABA operates in multiple countries and may face risks related to geopolitical tensions, especially with the trade tensions between the U.S. and China and also the political instability in the Russian/Ukraine region.To conclude, BABA delivered solid results amid all the challenges in recent years the way I see things. And I see even better days lie ahead for BABA. I see a few key catalysts in the next 12 months or so, including the thawing of tension with regulatory authorities, the lift of COVID restrictions, and the recovery of consumer spending. With its strong balance sheet and strong cash flow, I see the company as well-poised to resume robust growth once the macroeconomic parameters improve. Yet, it's trading at a single-digit P/E, simply too low to be justifiable in my view.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.This article is written by Sensor Unlimited for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197145062101040,"gmtCreate":1689171468700,"gmtModify":1689171471617,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AYX\">$Alteryx Inc.(AYX)$ &nbsp;</a>has promise","listText":"<a href=\"https://ttm.financial/S/AYX\">$Alteryx Inc.(AYX)$ &nbsp;</a>has promise","text":"$Alteryx Inc.(AYX)$ has promise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/197145062101040","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193949102440696,"gmtCreate":1688378497916,"gmtModify":1688378501054,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$ &nbsp;</a>bullish","listText":"<a href=\"https://ttm.financial/S/S\">$SentinelOne, Inc(S)$ &nbsp;</a>bullish","text":"$SentinelOne, Inc(S)$ bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193949102440696","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276993866760408,"gmtCreate":1708651624811,"gmtModify":1708651628784,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/S68.SI\">$SINGAPORE EXCHANGE LIMITED(S68.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$SINGAPORE EXCHANGE LIMITED(S68.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276993866760408","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941874792,"gmtCreate":1680169649216,"gmtModify":1680169652948,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"3 best stocks for next bull&nbsp;","listText":"3 best stocks for next bull&nbsp;","text":"3 best stocks for next bull","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941874792","repostId":"2323760998","repostType":2,"repost":{"id":"2323760998","kind":"highlight","pubTimestamp":1680191381,"share":"https://ttm.financial/m/news/2323760998?lang=&edition=fundamental","pubTime":"2023-03-30 23:49","market":"us","language":"en","title":"The 3 Best Stocks to Buy if We Enter a New Bull Market Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=2323760998","media":"InvestorPlace","summary":"With multiple U.S. indices putting in a series of higher highs, many investors are thinking about th","content":"<html><head></head><body><ul><li><p>With multiple U.S. indices putting in a series of higher highs, many investors are thinking about the end of a bear market. There are three companies that show signs of being the best stocks for a bull market.</p></li><li><p><a href=\"https://laohu8.com/S/DIS\">Disney </a>: Its streaming portfolio, parks and other segments should recover nicely and help power it higher in the next bull market.</p></li><li><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a>: The company will benefit from a “risk-on” environment and when the consumer is strong again.</p></li><li><p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>: Stock has hardly recovered from its painful fall, yet still has a good business. The stock needs a better environment.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfabd4a8fcc86056eb11d543c1e8d6d1\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Zeedign.com / Shutterstock</p><p>The <strong>Nasdaq</strong> is trying to break out to new monthly highs, while multiple U.S. indices are putting in a series of higher highs. It’s got investors thinking about the end of the bear market. Ultimately, it’s got investors looking at the best stocks for a bull market.</p><p>To some extent, investing is often about preparation. It’s helpful to devise multiple scenarios so we know how to react. In that event, we can be ready for multiple outcomes depending on how things pan out.</p><p>Case in point, we don’t know if the current bear market is ending now or when it will ultimately do so. Sure, the stock market has performed pretty darn well in the first quarter of 2023, but there are a lot of mixed signals in the market right now. And admittedly, a recession seems to be barreling toward us.</p><p>I am writing this article on the premise that these stocks are not necessarily ones to buy right here, right now. Rather, I’m looking for names that I want to buy on pullbacks or upon the realization that we are truly entering a new bull market. I understand that different investors have different definitions of when that turn will be official.</p><p>That said, I want to be prepared for when we enter a new bull market, because we <em>will</em> at some point. Let’s look at the best stocks for a bull market.</p><h2><a href=\"https://laohu8.com/S/DIS\">Walt Disney </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bca731cb168e1ea163fe9648c5aea426\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Shutterstock</p><p><strong>Disney</strong> sure seems to be trading like there’s a recession on the horizon. For long-term buyers stalking Disney stock for a position, this is good news. A 12% pullback from current levels would send Disney down to new 52-week lows. A trip down to about $80 (a decline of about 16.5%) would send shares back down to the 2020 Covid-19 low.</p><p>It’s possible that we see those prices or worse in the coming weeks or months. But let me tell you something: Once the economy bottoms and begins to rebound, and once the bull market is underway, Disney is going to be a name you’ll want to own for quite some time.</p><p>Not only does it have powerful travel, studio and experiences businesses, but it has grown its digital streaming business into a real powerhouse. Combined, it’s not crazy to assume that Disney will eventually regain its all-time high near $200.</p><p>Just for some perspective, from current levels, Disney stock would gain more than 100% if and when it takes out that high, which I believe it will do in the next bull market.</p><h2><a href=\"https://laohu8.com/S/TSLA\">Tesla </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/562dad9d372838735dd5f12923c2e9e1\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Zigres / Shutterstock.com</p><p><strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) stock has been trading much better so far this year. Within the first week of 2023, Tesla stock bottomed and it then more than doubled off the low. If we enter a deep recession, both in the U.S. and/or globally, that’s going to weigh on Tesla’s business.</p><p>After all, the company is an automaker and as consumer spending power comes under pressure so too will Tesla’s revenue. That said, once the economy fires back up, Tesla will be there to absorb that increase in consumer spending.</p><p>Not to mention, the company continues to generate very impressive top- and bottom-line growth at the moment, while also generating its own energy revenue.</p><p>I don’t know if Tesla stock will make new lows again or not. The selling pressure going into late-2022 was pretty intense and it has me thinking that, unless we go into a painful tailspin in the stock market and a deeper recession, we may not see the $100 level tested again.</p><p>That said, I do believe Tesla shares will make new highs.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal </a></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d31459f9b0c14e33810dd1f29612c85a\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>The action in <strong>PayPal</strong> (NASDAQ:<strong>PYPL</strong>) is quite disappointing for bulls. Not only was the stock caught up in a massive selloff, suffering a peak-to-trough decline of 78.6%, but it’s not partaking in the tech-stock rally of 2023!</p><p>Shares are up just 10% from the 52-week low while many names in tech are up several multiples of that. Tesla more than doubled. So did <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>). While PayPal is in a different industry than these names, investors would have liked to see a stronger rebound.</p><p>However, the company has staying power. It’s now forecast to grow revenue and earnings this year and next year, while trading at a reasonable valuation. It now trades at roughly 15 times this year’s earnings forecast. That’s cheap.</p><p>When the market does eventually return to a bull market, I think money will flow back into PayPal. Even if PayPal only regained half of its losses, it would mark a 150% rally from current levels.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 3 Best Stocks to Buy if We Enter a New Bull Market Soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 3 Best Stocks to Buy if We Enter a New Bull Market Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-30 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/the-3-best-stocks-to-buy-if-we-enter-a-new-bull-market-soon/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With multiple U.S. indices putting in a series of higher highs, many investors are thinking about the end of a bear market. There are three companies that show signs of being the best stocks for a ...</p>\n\n<a href=\"https://investorplace.com/2023/03/the-3-best-stocks-to-buy-if-we-enter-a-new-bull-market-soon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","PYPL":"PayPal","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2023/03/the-3-best-stocks-to-buy-if-we-enter-a-new-bull-market-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323760998","content_text":"With multiple U.S. indices putting in a series of higher highs, many investors are thinking about the end of a bear market. There are three companies that show signs of being the best stocks for a bull market.Disney : Its streaming portfolio, parks and other segments should recover nicely and help power it higher in the next bull market.Tesla : The company will benefit from a “risk-on” environment and when the consumer is strong again.PayPal: Stock has hardly recovered from its painful fall, yet still has a good business. The stock needs a better environment.Source: Zeedign.com / ShutterstockThe Nasdaq is trying to break out to new monthly highs, while multiple U.S. indices are putting in a series of higher highs. It’s got investors thinking about the end of the bear market. Ultimately, it’s got investors looking at the best stocks for a bull market.To some extent, investing is often about preparation. It’s helpful to devise multiple scenarios so we know how to react. In that event, we can be ready for multiple outcomes depending on how things pan out.Case in point, we don’t know if the current bear market is ending now or when it will ultimately do so. Sure, the stock market has performed pretty darn well in the first quarter of 2023, but there are a lot of mixed signals in the market right now. And admittedly, a recession seems to be barreling toward us.I am writing this article on the premise that these stocks are not necessarily ones to buy right here, right now. Rather, I’m looking for names that I want to buy on pullbacks or upon the realization that we are truly entering a new bull market. I understand that different investors have different definitions of when that turn will be official.That said, I want to be prepared for when we enter a new bull market, because we will at some point. Let’s look at the best stocks for a bull market.Walt Disney Source: ShutterstockDisney sure seems to be trading like there’s a recession on the horizon. For long-term buyers stalking Disney stock for a position, this is good news. A 12% pullback from current levels would send Disney down to new 52-week lows. A trip down to about $80 (a decline of about 16.5%) would send shares back down to the 2020 Covid-19 low.It’s possible that we see those prices or worse in the coming weeks or months. But let me tell you something: Once the economy bottoms and begins to rebound, and once the bull market is underway, Disney is going to be a name you’ll want to own for quite some time.Not only does it have powerful travel, studio and experiences businesses, but it has grown its digital streaming business into a real powerhouse. Combined, it’s not crazy to assume that Disney will eventually regain its all-time high near $200.Just for some perspective, from current levels, Disney stock would gain more than 100% if and when it takes out that high, which I believe it will do in the next bull market.Tesla Source: Zigres / Shutterstock.comTesla (NASDAQ:TSLA) stock has been trading much better so far this year. Within the first week of 2023, Tesla stock bottomed and it then more than doubled off the low. If we enter a deep recession, both in the U.S. and/or globally, that’s going to weigh on Tesla’s business.After all, the company is an automaker and as consumer spending power comes under pressure so too will Tesla’s revenue. That said, once the economy fires back up, Tesla will be there to absorb that increase in consumer spending.Not to mention, the company continues to generate very impressive top- and bottom-line growth at the moment, while also generating its own energy revenue.I don’t know if Tesla stock will make new lows again or not. The selling pressure going into late-2022 was pretty intense and it has me thinking that, unless we go into a painful tailspin in the stock market and a deeper recession, we may not see the $100 level tested again.That said, I do believe Tesla shares will make new highs.PayPal Source: Michael Vi / Shutterstock.comThe action in PayPal (NASDAQ:PYPL) is quite disappointing for bulls. Not only was the stock caught up in a massive selloff, suffering a peak-to-trough decline of 78.6%, but it’s not partaking in the tech-stock rally of 2023!Shares are up just 10% from the 52-week low while many names in tech are up several multiples of that. Tesla more than doubled. So did Nvidia (NASDAQ:NVDA). While PayPal is in a different industry than these names, investors would have liked to see a stronger rebound.However, the company has staying power. It’s now forecast to grow revenue and earnings this year and next year, while trading at a reasonable valuation. It now trades at roughly 15 times this year’s earnings forecast. That’s cheap.When the market does eventually return to a bull market, I think money will flow back into PayPal. Even if PayPal only regained half of its losses, it would mark a 150% rally from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966424274,"gmtCreate":1669621472098,"gmtModify":1676538214702,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966424274","repostId":"2286817995","repostType":4,"repost":{"id":"2286817995","kind":"highlight","pubTimestamp":1669650309,"share":"https://ttm.financial/m/news/2286817995?lang=&edition=fundamental","pubTime":"2022-11-28 23:45","market":"us","language":"en","title":"Is Sea Limited Stock Still a Buy After Jumping 36%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2286817995","media":"Motley Fool","summary":"Investors should look beyond a few days of market reaction when making investing decisions.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Sea&#39;s third-quarter earnings report was similar to recent results.</li><li>But management is making a pivot toward achieving profitability.</li><li>The stock is attractive for patient believers in Sea&#39;s long-term potential.</li></ul><p><a href=\"https://laohu8.com/S/SE\">Sea Limited</a> has been a winning investment since its debut on the public markets in 2017, returning 229% compared to the S&amp;P 500&#39;s 57%. It has also been a volatile stock, and large price swings have not been uncommon.</p><p>In a recent example, Sea&#39;s Q3 of 2022 delighted Wall Street and shares popped 36% the day after the report. Even with some backsliding in the days since, the stock is still up 17% post-earnings.</p><p>For investors who have been considering buying shares, this sudden share price appreciation may make it seem like the opportunity has been missed. I don&#39;t believe that&#39;s the case at all. Let&#39;s dig in and see why.</p><h3>Taking the long view</h3><p>The recent price pop may be intimidating to investors considering buying shares, but a step back shows that even with the post-earnings jump, Sea Limited has had a rough go of it recently.</p><p><img src=\"https://static.tigerbbs.com/0ea7ff33fc27282c38918da1feea628f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>SE data by YCharts</p><p>As this chart shows, while Sea has beaten the market over the long term, it&#39;s been a wild ride and shares are down drastically since late 2021. In fact, as of this writing, Sea&#39;s stock is down 85% off its high. It&#39;s important to understand that this drop includes the recent stock pop.</p><h3>But how has the business done?</h3><p>Sea Limited operates in three segments, and put simply the company is the preeminent gaming, e-commerce, and fintech company in Southeast Asia. During the market bull run that followed the COVID-19 crash of early 2020, Sea caught investors&#39; attention with its regular triple-digit revenue growth, which helped drive the parabolic share appreciation.</p><p>However, at the same time, Sea was unprofitable and mostly free-cash-flow negative. While this is not uncommon for businesses that are in growth mode, the market began to sour on Sea once the revenue growth slowed.</p><p>What&#39;s interesting about the recently reported Q3 is that the results weren&#39;t overly impressive. Revenue increased 17% year over year and the net loss was $569 million, a slight improvement from a loss of $573 million in Q3 of 2021.</p><p>In fact, while revenue has grown, Sea has seen increasing net losses and continued cash burn over the past three years. The fact that this quarter caused such a share jump is curious considering the report was essentially more of the same.</p><p><img src=\"https://static.tigerbbs.com/ef69d4e555394ff727b39835f70afa9d\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>SE Revenue (TTM) data by YCharts</p><h3>Is the earning jump a signal or noise?</h3><p>So what caused the pop after earnings? Part of the reaction was likely that the company beat analyst guidance on the top and bottom lines, but more likely it was due to management&#39;s commentary on the earnings call.</p><p>As mentioned above, Sea hasn&#39;t made any meaningful progress toward profitability despite impressive revenue growth over several years. According to Sea&#39;s CEO Forrest Li, that could change in the coming quarters.</p><p>Citing the changing macroeconomic environment and his company&#39;s need to adapt in order to survive, Li said, &#34;We have entirely shifted our mindset and focus from growth, to achieving self-sufficiency and profitability as soon as possible without relying on any external funding.&#34;</p><p>While no definite timelines were provided by management, there have been reports of layoffs over the past six months, and the management team will be forgoing salaries until the company reaches self-sufficiency.</p><h3>Is Sea a buy right now?</h3><p>For investors who believe in the long-term potential of Sea&#39;s business segments, a focus on profitability could be good news for long-term shareholder returns. Additionally, from a valuation standpoint, now could be a great time to buy shares and see if that thesis plays out. Sea&#39;s current price-to-sales ratio is 2.5, only slightly above its all-time low of 1.9. That said, the path to profitability could take some time, so it may be worth giving Sea several quarters to prove it can walk the walk.</p><p>Bottom line, the recent 36% stock jump should not play into any investor&#39;s decision about buying shares. Any investing decision should be made based on Sea&#39; future potential and the price paid relative to that potential.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Sea Limited Stock Still a Buy After Jumping 36%?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Sea Limited Stock Still a Buy After Jumping 36%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/\">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://www.fool.com/investing/2022/11/27/is-sea-limited-stock-still-a-buy-after-jumping-36/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286817995","content_text":"KEY POINTSSea's third-quarter earnings report was similar to recent results.But management is making a pivot toward achieving profitability.The stock is attractive for patient believers in Sea's long-term potential.Sea Limited has been a winning investment since its debut on the public markets in 2017, returning 229% compared to the S&P 500's 57%. It has also been a volatile stock, and large price swings have not been uncommon.In a recent example, Sea's Q3 of 2022 delighted Wall Street and shares popped 36% the day after the report. Even with some backsliding in the days since, the stock is still up 17% post-earnings.For investors who have been considering buying shares, this sudden share price appreciation may make it seem like the opportunity has been missed. I don't believe that's the case at all. Let's dig in and see why.Taking the long viewThe recent price pop may be intimidating to investors considering buying shares, but a step back shows that even with the post-earnings jump, Sea Limited has had a rough go of it recently.SE data by YChartsAs this chart shows, while Sea has beaten the market over the long term, it's been a wild ride and shares are down drastically since late 2021. In fact, as of this writing, Sea's stock is down 85% off its high. It's important to understand that this drop includes the recent stock pop.But how has the business done?Sea Limited operates in three segments, and put simply the company is the preeminent gaming, e-commerce, and fintech company in Southeast Asia. During the market bull run that followed the COVID-19 crash of early 2020, Sea caught investors' attention with its regular triple-digit revenue growth, which helped drive the parabolic share appreciation.However, at the same time, Sea was unprofitable and mostly free-cash-flow negative. While this is not uncommon for businesses that are in growth mode, the market began to sour on Sea once the revenue growth slowed.What's interesting about the recently reported Q3 is that the results weren't overly impressive. Revenue increased 17% year over year and the net loss was $569 million, a slight improvement from a loss of $573 million in Q3 of 2021.In fact, while revenue has grown, Sea has seen increasing net losses and continued cash burn over the past three years. The fact that this quarter caused such a share jump is curious considering the report was essentially more of the same.SE Revenue (TTM) data by YChartsIs the earning jump a signal or noise?So what caused the pop after earnings? Part of the reaction was likely that the company beat analyst guidance on the top and bottom lines, but more likely it was due to management's commentary on the earnings call.As mentioned above, Sea hasn't made any meaningful progress toward profitability despite impressive revenue growth over several years. According to Sea's CEO Forrest Li, that could change in the coming quarters.Citing the changing macroeconomic environment and his company's need to adapt in order to survive, Li said, \"We have entirely shifted our mindset and focus from growth, to achieving self-sufficiency and profitability as soon as possible without relying on any external funding.\"While no definite timelines were provided by management, there have been reports of layoffs over the past six months, and the management team will be forgoing salaries until the company reaches self-sufficiency.Is Sea a buy right now?For investors who believe in the long-term potential of Sea's business segments, a focus on profitability could be good news for long-term shareholder returns. Additionally, from a valuation standpoint, now could be a great time to buy shares and see if that thesis plays out. Sea's current price-to-sales ratio is 2.5, only slightly above its all-time low of 1.9. That said, the path to profitability could take some time, so it may be worth giving Sea several quarters to prove it can walk the walk.Bottom line, the recent 36% stock jump should not play into any investor's decision about buying shares. Any investing decision should be made based on Sea' future potential and the price paid relative to that potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949437197,"gmtCreate":1678809946519,"gmtModify":1678809952375,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949437197","repostId":"2319074636","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960924335,"gmtCreate":1668048133628,"gmtModify":1676538004320,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9960924335","repostId":"2282188523","repostType":4,"repost":{"id":"2282188523","kind":"highlight","pubTimestamp":1668067104,"share":"https://ttm.financial/m/news/2282188523?lang=&edition=fundamental","pubTime":"2022-11-10 15:58","market":"us","language":"en","title":"These 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2282188523","media":"Motley Fool","summary":"Never let it be said that the market doesn't sometimes misprice even the best-known of stocks.","content":"<html><head></head><body><p>The overall market is on a less-than-firm footing now. A handful of the blue chip stocks that make up the <b>Dow Jones Industrial Average</b>, however, are poised to start reflecting their underlying companies&#39; long-term resilience. Here&#39;s a closer look at the three top prospects from this group that you may want to add to your portfolio sooner than later.</p><h2>1. Boeing</h2><p>There&#39;s no denying <b>Boeing</b> has been through the wringer over the past few years. First, it was the tragic design flaws that led to the grounding of its 737 MAX model. Then, just when it looked like the company might push past that challenge, the COVID-19 pandemic materialized, decimating demand for air travel and severely crimping demand for new aircraft.</p><p>The world is easing its way back to normal though, and on average, airlines&#39; fleets are now about four years older than they were when the pandemic caused them to put orders on hold. Their aircraft replacement plans can&#39;t be postponed for much longer.</p><p>And those purchases aren&#39;t being put off anymore. <b>Alaska Airlines</b> just placed its biggest-ever order for Boeing-made planes, <b>Delta</b> recently requested 100 new 737 MAX jets, and <b>United Airlines</b> is reportedly mulling a triple-digit order for new widebody aircraft. Indeed, U.K.-based aerospace industry news outlet ADS reported that in the third quarter, total aircraft orders were the highest they&#39;ve been since 2015, with Boeing accounting for 256 of them. That brings the company&#39;s backlog up to 5,236 passenger jets -- which amounts to years&#39; worth of revenue. For perspective, Boeing delivered a little over 300 aircraft through the first three quarters of the year.</p><p>Driving this swell of demand for new aircraft is the post-COVID-19 rebound in air travel. Global consultancy Bain &amp; Company estimates that the worldwide air travel and logistics market will be worth $525 billion this year. That&#39;s still shy of 2019&#39;s figure of $666 billion, but Bain forecasts that the market should exceed that level next year en route to resuming its pre-pandemic growth pace.</p><p>Connect the dots. Boeing&#39;s industrywide long-term expectation for the delivery of 41,170 passenger jet deliveries between now and 2041 is anything but out of line. In that light, the stock&#39;s 61% pullback from 2019&#39;s high to its current price doesn&#39;t make much sense.</p><h2>2. <a href=\"https://laohu8.com/S/IBM\">IBM</a></h2><p><b>International Business Machines</b> (IBM) may have missed out on some of its initial opportunities to capitalize on things like cloud computing, artificial intelligence, and cybersecurity when those markets were relatively new a decade ago. The company&#39;s making up for lost time now, though. Not only does it have strong plays in all of those arenas now, IBM is quickly becoming a powerhouse in hybrid cloud computing, which supports them all.</p><p>This success isn&#39;t necessarily easy to see in the company&#39;s recent quarterly reports. IBM has no specific hybrid cloud business unit, and even if it did, last quarter&#39;s top-line growth of 6% was fairly modest.</p><p>Dig deeper though, and the picture looks brighter.</p><p>IBM&#39;s hybrid cloud success isn&#39;t well-defined for good reason. The company sells what are largely turn-key solutions to complex technological problems built upon this tech. More than mere platforms, it offers combinations of hardware, software, and consulting that all support one another. As CFO Jim Kavanaugh explained at an investor conference earlier this year, &#34;when we land a hybrid cloud platform, there&#39;s an economic multiplier on top of that, $3 to $5 a software for every dollar of platform we land, $6 to $8 of services for every dollar of platform we land.&#34; Some of IBM&#39;s specialties subject to this multiplier model include application management, automation, and the aforementioned cybersecurity and artificial intelligence offerings.</p><p>Its growth may still seem a bit muted, but that&#39;s to be expected. This business model is still relatively new, as is the underlying hardware and software, and they haven&#39;t yet had to chance to reach their full growth potential. They&#39;re moving faster than you might think, however. Last quarter&#39;s modest 6% growth? If you strip out the adverse impacts of foreign currency fluctuations and the strong dollar, IBM&#39;s top line actually grew 15% year over year.</p><p>Investors may start pricing in this strength soon too. In fact, the stock&#39;s recent rally suggests the market&#39;s already starting to figure out all the bullish details.</p><h2>3. <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>Credit card company <b>Visa</b> is another Dow 30 stock poised to start soaring before the end of the year, and it should continue rising well after 2022 ends.</p><p>It&#39;s easy to entertain doubts about this particular pick. The global economy isn&#39;t exactly firing on all cylinders, and a full-blown recession may be in the cards. Consumers and corporations are expected to clamp down on their spending in such an economic environment.</p><p>Except consumers rarely actually clamp down. They certainly haven&#39;t done so yet, despite the headwinds we&#39;ve seen this year so far. Last quarter&#39;s revenue was up a hefty 19% year over year for Visa, capping off a 22% increase for the fiscal year ending in September. The total number of transactions the company handled was up 10% for the three-month stretch and higher to the tune of nearly 12% for the year. The year&#39;s total transaction figure was a whopping 33% higher than it was in pre-COVID fiscal 2019.</p><p>The driving force behind this growth isn&#39;t more discretionary spending -- that may well be on the verge of drying up. It&#39;s the decreasing use of cash to buy goods and services. The Federal Reserve Bank of San Francisco&#39;s most recent look at U.S. consumers&#39; payment preferences indicated that cash was only used to make 20% of 2021&#39;s purchases, extending a downward streak that has dialed cash&#39;s use back from 31% of purchases in 2017. While the numbers are different overseas, the trend isn&#39;t. Don&#39;t be surprised to see cards continue to displace cash for the purchases of even the most basic things.</p><p>The analyst community clearly remains optimistic about Visa&#39;s near-term and distant futures. While its top-line growth is on pace to slow to only 9% this year, sales growth is expected to reaccelerate to more than 12% next year, pulling profits higher with it. This year&#39;s weakness in the stock offers investors a great chance to plug into Visa&#39;s persistent progress.</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>These 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond</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\">\nThese 3 Dow Stocks Are Set to Soar in 2022's Second Half and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 15:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/09/dow-stocks-set-to-soar-in-2022-2nd-half-beyond/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The overall market is on a less-than-firm footing now. A handful of the blue chip stocks that make up the Dow Jones Industrial Average, however, are poised to start reflecting their underlying ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/09/dow-stocks-set-to-soar-in-2022-2nd-half-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","BA":"波音","IBM":"IBM"},"source_url":"https://www.fool.com/investing/2022/11/09/dow-stocks-set-to-soar-in-2022-2nd-half-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282188523","content_text":"The overall market is on a less-than-firm footing now. A handful of the blue chip stocks that make up the Dow Jones Industrial Average, however, are poised to start reflecting their underlying companies' long-term resilience. Here's a closer look at the three top prospects from this group that you may want to add to your portfolio sooner than later.1. BoeingThere's no denying Boeing has been through the wringer over the past few years. First, it was the tragic design flaws that led to the grounding of its 737 MAX model. Then, just when it looked like the company might push past that challenge, the COVID-19 pandemic materialized, decimating demand for air travel and severely crimping demand for new aircraft.The world is easing its way back to normal though, and on average, airlines' fleets are now about four years older than they were when the pandemic caused them to put orders on hold. Their aircraft replacement plans can't be postponed for much longer.And those purchases aren't being put off anymore. Alaska Airlines just placed its biggest-ever order for Boeing-made planes, Delta recently requested 100 new 737 MAX jets, and United Airlines is reportedly mulling a triple-digit order for new widebody aircraft. Indeed, U.K.-based aerospace industry news outlet ADS reported that in the third quarter, total aircraft orders were the highest they've been since 2015, with Boeing accounting for 256 of them. That brings the company's backlog up to 5,236 passenger jets -- which amounts to years' worth of revenue. For perspective, Boeing delivered a little over 300 aircraft through the first three quarters of the year.Driving this swell of demand for new aircraft is the post-COVID-19 rebound in air travel. Global consultancy Bain & Company estimates that the worldwide air travel and logistics market will be worth $525 billion this year. That's still shy of 2019's figure of $666 billion, but Bain forecasts that the market should exceed that level next year en route to resuming its pre-pandemic growth pace.Connect the dots. Boeing's industrywide long-term expectation for the delivery of 41,170 passenger jet deliveries between now and 2041 is anything but out of line. In that light, the stock's 61% pullback from 2019's high to its current price doesn't make much sense.2. IBMInternational Business Machines (IBM) may have missed out on some of its initial opportunities to capitalize on things like cloud computing, artificial intelligence, and cybersecurity when those markets were relatively new a decade ago. The company's making up for lost time now, though. Not only does it have strong plays in all of those arenas now, IBM is quickly becoming a powerhouse in hybrid cloud computing, which supports them all.This success isn't necessarily easy to see in the company's recent quarterly reports. IBM has no specific hybrid cloud business unit, and even if it did, last quarter's top-line growth of 6% was fairly modest.Dig deeper though, and the picture looks brighter.IBM's hybrid cloud success isn't well-defined for good reason. The company sells what are largely turn-key solutions to complex technological problems built upon this tech. More than mere platforms, it offers combinations of hardware, software, and consulting that all support one another. As CFO Jim Kavanaugh explained at an investor conference earlier this year, \"when we land a hybrid cloud platform, there's an economic multiplier on top of that, $3 to $5 a software for every dollar of platform we land, $6 to $8 of services for every dollar of platform we land.\" Some of IBM's specialties subject to this multiplier model include application management, automation, and the aforementioned cybersecurity and artificial intelligence offerings.Its growth may still seem a bit muted, but that's to be expected. This business model is still relatively new, as is the underlying hardware and software, and they haven't yet had to chance to reach their full growth potential. They're moving faster than you might think, however. Last quarter's modest 6% growth? If you strip out the adverse impacts of foreign currency fluctuations and the strong dollar, IBM's top line actually grew 15% year over year.Investors may start pricing in this strength soon too. In fact, the stock's recent rally suggests the market's already starting to figure out all the bullish details.3. VisaCredit card company Visa is another Dow 30 stock poised to start soaring before the end of the year, and it should continue rising well after 2022 ends.It's easy to entertain doubts about this particular pick. The global economy isn't exactly firing on all cylinders, and a full-blown recession may be in the cards. Consumers and corporations are expected to clamp down on their spending in such an economic environment.Except consumers rarely actually clamp down. They certainly haven't done so yet, despite the headwinds we've seen this year so far. Last quarter's revenue was up a hefty 19% year over year for Visa, capping off a 22% increase for the fiscal year ending in September. The total number of transactions the company handled was up 10% for the three-month stretch and higher to the tune of nearly 12% for the year. The year's total transaction figure was a whopping 33% higher than it was in pre-COVID fiscal 2019.The driving force behind this growth isn't more discretionary spending -- that may well be on the verge of drying up. It's the decreasing use of cash to buy goods and services. The Federal Reserve Bank of San Francisco's most recent look at U.S. consumers' payment preferences indicated that cash was only used to make 20% of 2021's purchases, extending a downward streak that has dialed cash's use back from 31% of purchases in 2017. While the numbers are different overseas, the trend isn't. Don't be surprised to see cards continue to displace cash for the purchases of even the most basic things.The analyst community clearly remains optimistic about Visa's near-term and distant futures. While its top-line growth is on pace to slow to only 9% this year, sales growth is expected to reaccelerate to more than 12% next year, pulling profits higher with it. This year's weakness in the stock offers investors a great chance to plug into Visa's persistent progress.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966424584,"gmtCreate":1669621504749,"gmtModify":1676538214702,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"His bots sign up maybe&nbsp;","listText":"His bots sign up maybe&nbsp;","text":"His bots sign up maybe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966424584","repostId":"2286225582","repostType":4,"repost":{"id":"2286225582","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1669620187,"share":"https://ttm.financial/m/news/2286225582?lang=&edition=fundamental","pubTime":"2022-11-28 15:23","market":"us","language":"en","title":"Twitter CEO Musk Says User Signups at All-Time High, Touts Features of \"Everything App\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2286225582","media":"Reuters","summary":"(Reuters) - Twitter Inc Chief Executive Elon Musk has said that new user signups to the social media","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc Chief Executive Elon Musk has said that new user signups to the social media platform are at an &#34;all-time high&#34;, as he struggles with a mass exodus of advertisers and users fleeing to other platforms over concerns about verification and hate speech.</p><p>Signups were averaging over two million per day in the last seven days as of Nov. 16, up 66% compared to the same week in 2021, Musk said in a tweet late on Saturday.</p><p>He also said that user active minutes were at a record high, averaging nearly 8 billion active minutes per day in the last seven days as of Nov. 15, an increase of 30% in comparison to the same week last year.</p><p>Hate speech impressions decreased as of Nov. 13 compared to October of last year.</p><p>Reported impersonations on the platform spiked earlier this month, before and in wake of the Twitter Blue launch, according to Musk.</p><p>Musk, who also runs rocket company SpaceX, brain-chip startup Neuralink and tunneling firm the Boring Company, has said that buying Twitter would speed up his ambition to create an &#34;everything app&#34; called X.</p><p>Musk&#39;s &#34;Twitter 2.0 The Everything App&#34; will have features like encrypted direct messages (DMs), longform tweets and payments, according to the tweet.</p><p>Advertisers on Twitter, including big companies such as General Motors, Mondelez International, <a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a>, have paused advertising on the platform, as they grapple with the new boss.</p><p>Musk has said that Twitter was experiencing a &#34;massive drop in revenue&#34; from the advertiser retreat, blaming a coalition of civil rights groups that has been pressing the platform&#39;s top advertisers to take action if he did not protect content moderation.</p><p>Activists are urging Twitter&#39;s advertisers to issue statements about pulling their ads off the social media platform after Musk lifted the ban on tweets by former U.S. president Donald Trump.</p><p>Hundreds of Twitter employees are believed to have quit the beleaguered company, following an ultimatum by Musk that staffers sign up for &#34;long hours at high intensity,&#34; or leave.</p><p>The company earlier in November laid off half its workforce, with teams responsible for communications, content curation, human rights and machine learning ethics being gutted, as well as some product and engineering teams.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter CEO Musk Says User Signups at All-Time High, Touts Features of \"Everything App\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwitter CEO Musk Says User Signups at All-Time High, Touts Features of \"Everything App\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-28 15:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc Chief Executive Elon Musk has said that new user signups to the social media platform are at an &#34;all-time high&#34;, as he struggles with a mass exodus of advertisers and users fleeing to other platforms over concerns about verification and hate speech.</p><p>Signups were averaging over two million per day in the last seven days as of Nov. 16, up 66% compared to the same week in 2021, Musk said in a tweet late on Saturday.</p><p>He also said that user active minutes were at a record high, averaging nearly 8 billion active minutes per day in the last seven days as of Nov. 15, an increase of 30% in comparison to the same week last year.</p><p>Hate speech impressions decreased as of Nov. 13 compared to October of last year.</p><p>Reported impersonations on the platform spiked earlier this month, before and in wake of the Twitter Blue launch, according to Musk.</p><p>Musk, who also runs rocket company SpaceX, brain-chip startup Neuralink and tunneling firm the Boring Company, has said that buying Twitter would speed up his ambition to create an &#34;everything app&#34; called X.</p><p>Musk&#39;s &#34;Twitter 2.0 The Everything App&#34; will have features like encrypted direct messages (DMs), longform tweets and payments, according to the tweet.</p><p>Advertisers on Twitter, including big companies such as General Motors, Mondelez International, <a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a>, have paused advertising on the platform, as they grapple with the new boss.</p><p>Musk has said that Twitter was experiencing a &#34;massive drop in revenue&#34; from the advertiser retreat, blaming a coalition of civil rights groups that has been pressing the platform&#39;s top advertisers to take action if he did not protect content moderation.</p><p>Activists are urging Twitter&#39;s advertisers to issue statements about pulling their ads off the social media platform after Musk lifted the ban on tweets by former U.S. president Donald Trump.</p><p>Hundreds of Twitter employees are believed to have quit the beleaguered company, following an ultimatum by Musk that staffers sign up for &#34;long hours at high intensity,&#34; or leave.</p><p>The company earlier in November laid off half its workforce, with teams responsible for communications, content curation, human rights and machine learning ethics being gutted, as well as some product and engineering teams.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286225582","content_text":"(Reuters) - Twitter Inc Chief Executive Elon Musk has said that new user signups to the social media platform are at an \"all-time high\", as he struggles with a mass exodus of advertisers and users fleeing to other platforms over concerns about verification and hate speech.Signups were averaging over two million per day in the last seven days as of Nov. 16, up 66% compared to the same week in 2021, Musk said in a tweet late on Saturday.He also said that user active minutes were at a record high, averaging nearly 8 billion active minutes per day in the last seven days as of Nov. 15, an increase of 30% in comparison to the same week last year.Hate speech impressions decreased as of Nov. 13 compared to October of last year.Reported impersonations on the platform spiked earlier this month, before and in wake of the Twitter Blue launch, according to Musk.Musk, who also runs rocket company SpaceX, brain-chip startup Neuralink and tunneling firm the Boring Company, has said that buying Twitter would speed up his ambition to create an \"everything app\" called X.Musk's \"Twitter 2.0 The Everything App\" will have features like encrypted direct messages (DMs), longform tweets and payments, according to the tweet.Advertisers on Twitter, including big companies such as General Motors, Mondelez International, Volkswagen AG, have paused advertising on the platform, as they grapple with the new boss.Musk has said that Twitter was experiencing a \"massive drop in revenue\" from the advertiser retreat, blaming a coalition of civil rights groups that has been pressing the platform's top advertisers to take action if he did not protect content moderation.Activists are urging Twitter's advertisers to issue statements about pulling their ads off the social media platform after Musk lifted the ban on tweets by former U.S. president Donald Trump.Hundreds of Twitter employees are believed to have quit the beleaguered company, following an ultimatum by Musk that staffers sign up for \"long hours at high intensity,\" or leave.The company earlier in November laid off half its workforce, with teams responsible for communications, content curation, human rights and machine learning ethics being gutted, as well as some product and engineering teams.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259464755048688,"gmtCreate":1704356251540,"gmtModify":1704356254260,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259464755048688","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":236686184333512,"gmtCreate":1698820409425,"gmtModify":1698820412439,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OV8.SI\">$Sheng Siong(OV8.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>counter was due to redress the slide","listText":"<a href=\"https://ttm.financial/S/OV8.SI\">$Sheng Siong(OV8.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>counter was due to redress the slide","text":"$Sheng Siong(OV8.SI)$ counter was due to redress the slide","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236686184333512","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949437839,"gmtCreate":1678809988822,"gmtModify":1678809993010,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"At last","listText":"At last","text":"At last","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949437839","repostId":"1119689555","repostType":4,"repost":{"id":"1119689555","kind":"news","pubTimestamp":1678803618,"share":"https://ttm.financial/m/news/1119689555?lang=&edition=fundamental","pubTime":"2023-03-14 22:20","market":"us","language":"en","title":"Top Calls on Wall Street: Roku, Seagen, Match Group and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1119689555","media":"TheFly","summary":"Top 5 Upgrades:Wolfe Research upgraded Roku(ROKU) to Peer Perform from Underperform without a price ","content":"<html><head></head><body><p><u><b>Top 5 Upgrades:</b></u></p><ul><li>Wolfe Research upgraded <b>Roku</b>(ROKU) to Peer Perform from Underperform without a price target. The firm now sees less downside risk &#34;for arguably the best in-class gatekeeper to streaming TV.&#34;</li><li>Barclays upgraded <b>Match Group</b> (MTCH) to Overweight from Equal Weight with an unchanged price target of $52. At current levels, the firm sees limited downside and a &#34;number of upside catalysts&#34; from app optimizations, higher priced tiers, ad revenue, and reduced App Store fees.</li><li>Baird upgraded <b>Argenx</b>(ARGX) to Outperform from Neutral with an unchanged price target of $460. The firm sees a good entry point into the stock ahead of what it anticipates will be successful registrational trial results for CIDP in Q2, which could &#34;reintroduce a strong acquisition premium into the stock.”</li><li>Tigress Financial upgraded <b>Acushnet Holdings</b> (GOLF) to Buy from Neutral with a price target of $62, up from $50. The company is well-positioned to gain from the ongoing post-pandemic growth in golf as its strong brand equity, &#34;industry-leading products&#34; and upcoming cadence of new product introductions should drive further share price gains, the firm tells investors.</li><li>Credit Suisse upgraded <b>Pinnacle West</b> (PNW) to Outperform from Neutral with a price target of $80, up from $77, following several positive developments in the AZ jurisdiction which is now putting the firm&#39;s EPS outlook well above Consensus.</li></ul><p><u><b>Top 5 Downgrades:</b></u></p><ul><li>JMP Securities downgraded <b>Seagen</b>(SGEN) to Market Perform from Outperform without a price target following the proposed acquisition by Pfizer (PFE).</li><li>JMP Securities downgraded <b>Qualtrics</b>(XM) to Market Perform from Outperform without a price target after the company entered into a definitive agreement to be acquired by Silver Lake Group and Canada Pension Plan Investment Board for $18.15 cash per share. Raymond James also downgraded Qualtrics to Market Perform from Outperform.</li><li>Jefferies downgraded <b>Provention Bio</b> (PRVB) to Hold from Buy with a price target of $25, up from $22, after the company reached an agreement to be acquired by Sanofi (SNY) in an all-cash transaction valued at $2.9B or $25 per share.</li><li>Oppenheimer downgraded <b>Lightning eMotors</b> (ZEV) to Perform from Outperform without a price target. The company continues to work through an &#34;especially challenging&#34; backdrop while continuing to help pioneer the commercial electric vehicle market segment, which puts the stock in a &#34;challenging position,&#34; the firm says.</li><li>JPMorgan downgraded <b>Ovintiv</b>(OVV) to Neutral from Overweight with a price target of $53, down from $59. The firm also removed the shares from the firm&#39;s Analyst Focus List.</li></ul><p><u><b>Top 5 Initiations:</b></u></p><ul><li>Jefferies initiated coverage of <b>Dick&#39;s Sporting</b>(DKS) with a Hold rating and $155 price target. The company is a &#34;best-in-class&#34; sports retailer but the shares have few upside catalysts on the horizon, the firm says.</li><li>TD Cowen initiated coverage of <b>Estee Lauder</b> (EL) with an Outperform rating and $28 price target. The company&#39;s &#34;iconic&#34; brand portfolio, geographic and category diversification, and &#34;deep&#34; customer loyalty drive stable high single digit sales growth, the firm says.</li><li>Jefferies initiated coverage of <b>Academy Sports</b> (ASO) with a Buy rating and $73 price target. The firm prefers Academy Sports in the sporting goods retail sector, saying its value-oriented market position will drive outperformance over the next 12-18 months.</li><li>Jefferies initiated coverage of <b>Hibbett</b>(HIBB) with a Hold rating and $69 price target. The firm sees the company at most at-risk from a &#34;rising promotional tide&#34; in sporting goods retail.</li><li>Barclays initiated coverage of <b>EncompassHealth</b> (EHC) with an Equal Weight rating and $57 price target. Greater risks related to upcoming IRF rate updates from Centers for Medicare and Medicaid Services are a concern, the firm notes.</li></ul></body></html>","source":"lsy1666364704704","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>Top Calls on Wall Street: Roku, Seagen, Match Group and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Roku, Seagen, Match Group and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3679736&headline=ROKU;MTCH;ARGX;GOLF;PNW;SGEN;PFE;XM;PRVB;SNY;ZEV;OVV;DKS;EL;ASO;HIBB;EHC-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Wolfe Research upgraded Roku(ROKU) to Peer Perform from Underperform without a price target. The firm now sees less downside risk \"for arguably the best in-class gatekeeper to streaming...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3679736&headline=ROKU;MTCH;ARGX;GOLF;PNW;SGEN;PFE;XM;PRVB;SNY;ZEV;OVV;DKS;EL;ASO;HIBB;EHC-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGEN":"Seagen","MTCH":"Match Group, Inc.","ROKU":"Roku Inc"},"source_url":"https://thefly.com/landingPageNews.php?id=3679736&headline=ROKU;MTCH;ARGX;GOLF;PNW;SGEN;PFE;XM;PRVB;SNY;ZEV;OVV;DKS;EL;ASO;HIBB;EHC-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations&utm_source=https://thefly.com/&utm_medium=referral&utm_campaign=referral_traffic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119689555","content_text":"Top 5 Upgrades:Wolfe Research upgraded Roku(ROKU) to Peer Perform from Underperform without a price target. The firm now sees less downside risk \"for arguably the best in-class gatekeeper to streaming TV.\"Barclays upgraded Match Group (MTCH) to Overweight from Equal Weight with an unchanged price target of $52. At current levels, the firm sees limited downside and a \"number of upside catalysts\" from app optimizations, higher priced tiers, ad revenue, and reduced App Store fees.Baird upgraded Argenx(ARGX) to Outperform from Neutral with an unchanged price target of $460. The firm sees a good entry point into the stock ahead of what it anticipates will be successful registrational trial results for CIDP in Q2, which could \"reintroduce a strong acquisition premium into the stock.”Tigress Financial upgraded Acushnet Holdings (GOLF) to Buy from Neutral with a price target of $62, up from $50. The company is well-positioned to gain from the ongoing post-pandemic growth in golf as its strong brand equity, \"industry-leading products\" and upcoming cadence of new product introductions should drive further share price gains, the firm tells investors.Credit Suisse upgraded Pinnacle West (PNW) to Outperform from Neutral with a price target of $80, up from $77, following several positive developments in the AZ jurisdiction which is now putting the firm's EPS outlook well above Consensus.Top 5 Downgrades:JMP Securities downgraded Seagen(SGEN) to Market Perform from Outperform without a price target following the proposed acquisition by Pfizer (PFE).JMP Securities downgraded Qualtrics(XM) to Market Perform from Outperform without a price target after the company entered into a definitive agreement to be acquired by Silver Lake Group and Canada Pension Plan Investment Board for $18.15 cash per share. Raymond James also downgraded Qualtrics to Market Perform from Outperform.Jefferies downgraded Provention Bio (PRVB) to Hold from Buy with a price target of $25, up from $22, after the company reached an agreement to be acquired by Sanofi (SNY) in an all-cash transaction valued at $2.9B or $25 per share.Oppenheimer downgraded Lightning eMotors (ZEV) to Perform from Outperform without a price target. The company continues to work through an \"especially challenging\" backdrop while continuing to help pioneer the commercial electric vehicle market segment, which puts the stock in a \"challenging position,\" the firm says.JPMorgan downgraded Ovintiv(OVV) to Neutral from Overweight with a price target of $53, down from $59. The firm also removed the shares from the firm's Analyst Focus List.Top 5 Initiations:Jefferies initiated coverage of Dick's Sporting(DKS) with a Hold rating and $155 price target. The company is a \"best-in-class\" sports retailer but the shares have few upside catalysts on the horizon, the firm says.TD Cowen initiated coverage of Estee Lauder (EL) with an Outperform rating and $28 price target. The company's \"iconic\" brand portfolio, geographic and category diversification, and \"deep\" customer loyalty drive stable high single digit sales growth, the firm says.Jefferies initiated coverage of Academy Sports (ASO) with a Buy rating and $73 price target. The firm prefers Academy Sports in the sporting goods retail sector, saying its value-oriented market position will drive outperformance over the next 12-18 months.Jefferies initiated coverage of Hibbett(HIBB) with a Hold rating and $69 price target. The firm sees the company at most at-risk from a \"rising promotional tide\" in sporting goods retail.Barclays initiated coverage of EncompassHealth (EHC) with an Equal Weight rating and $57 price target. Greater risks related to upcoming IRF rate updates from Centers for Medicare and Medicaid Services are a concern, the firm notes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968319250,"gmtCreate":1669126759570,"gmtModify":1676538155758,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968319250","repostId":"1131006167","repostType":4,"repost":{"id":"1131006167","kind":"news","pubTimestamp":1669125737,"share":"https://ttm.financial/m/news/1131006167?lang=&edition=fundamental","pubTime":"2022-11-22 22:02","market":"us","language":"en","title":"5 Stocks to Be Thankful for This Thanksgiving","url":"https://stock-news.laohu8.com/highlight/detail?id=1131006167","media":"TipRanks","summary":"Story HighlightsThe holiday season calls for overeating and overspending, sure, but also gratitude, ","content":"<div>\n<p>Story HighlightsThe holiday season calls for overeating and overspending, sure, but also gratitude, even amid economic uncertainty. Thankfully, there are a number of stocks that deserve our ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/5-stocks-to-be-thankful-for-this-thanksgiving\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks to Be Thankful for This Thanksgiving</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\">\n5 Stocks to Be Thankful for This Thanksgiving\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/5-stocks-to-be-thankful-for-this-thanksgiving><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsThe holiday season calls for overeating and overspending, sure, but also gratitude, even amid economic uncertainty. Thankfully, there are a number of stocks that deserve our ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/5-stocks-to-be-thankful-for-this-thanksgiving\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D":"道明尼资源","ZM":"Zoom","RBLX":"Roblox Corporation","AAP":"Advance Auto Parts Inc","TSLA":"特斯拉"},"source_url":"https://www.tipranks.com/news/article/5-stocks-to-be-thankful-for-this-thanksgiving","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131006167","content_text":"Story HighlightsThe holiday season calls for overeating and overspending, sure, but also gratitude, even amid economic uncertainty. Thankfully, there are a number of stocks that deserve our appreciation, and perhaps our investable capital as well.Even with Thanksgiving approaching, it’s sometimes challenging to actually give thanks. Between high consumer prices and tight supplies of essential products – not to mention a volatile stock market – an attitude of gratitude is easier said than done. However, it’s easier to digest market volatility with your turkey and mashed potatoes if you’re a value investor with some dry powder in your account. So, consider these five hard-hit stocks— ZM, TSLA, AAP, RBLX, and D — not as holiday hangovers but as gifts from the market – and maybe soon, these turkeys will fly like eagles.Zoom Video Communications (NASDAQ: ZM)Teleconferencing facilitator Zoom Video Communications was a COVID-19 pandemic darling that lost its mojo during the recovery. The share price zoomed too high, but the comedown means that investors can get in while Zoom’s trailing 12-month price-to-earnings (P/E) ratio is quite reasonable at 25.2x.ZM stock took a hit after the company reported its third-quarter 2022 earnings, but the market’s initial response may be irrational. After all, the company raised its full-year 2022 adjusted per-share profit forecast from a range of $3.66 to $3.69 to a higher range of $3.91 to $3.94. Speaking of revenue, Zoom generated $1.1 billion of it in Q3 2022, up 5% year-over-year (YOY). Thus, investors should be thankful that market traders are irrationally selling shares of this potential comeback story in the making.What is the Price Target for ZM Stock?ZM has a Hold consensus rating based on six Buys, 17 Holds, and two Sell ratings assigned in the past three months. The average Zoom Video Communications stock price target of $98.10 implies a 22.2% upside potential.Tesla (NASDAQ: TSLA)Electric vehicle manufacturer Tesla could use a recharge right about now, as TSLA stock looks like it might end 2022 at half-price compared to where it started the year. Financial traders should ask themselves, though: Is Tesla out of favor because the company is failing somehow or because of the antics of CEO Elon Musk?Sure, Musk is a controversial figure, but that doesn’t necessarily mean Tesla isn’t worth investing in for the long run. Tesla is still a mammoth-sized electric-vehicle pioneer with a $530 billion market cap. Yes, Tesla had some vehicle recalls recently, but all of America’s automotive giants have recalls. Just be grateful that you actually get to buy TSLA stock below $200 per share – a window of opportunity that won’t likely persist through 2023.What is the Price Target for TSLA Stock?TSLA has a Moderate Buy consensus rating based on 19 Buys, seven Holds, and three Sell ratings assigned in the past three months. The average Tesla stock price target of $308.94 implies an 84% upside potential.Advance Auto Parts (NYSE: AAP)Retail automotive component seller Advance Auto Parts looks like a great value for investors if there ever was one. The P/E ratio of 19x makes AAP stock attractive, while the company’s 4.07% forward annual dividend yield should entice income-oriented investors.It was Advance Auto Parts’ third-quarter 2022 earnings report that brought the share price down, but the results weren’t really all that bad. The company’s net sales grew 0.8% year-over-year, while Advance Auto Parts reiterated its full-year 2022 adjusted operating income margin guidance, implying 20 to 40 basis points of expansion. So, be thankful that Advance Auto Parts can help you get the auto components you need – and that AAP stock is down but not out.What is the Price Target for AAP Stock?AAP has a Moderate Buy consensus rating based on eight Buys and 10 Hold ratings assigned in the past three months. The average Advance Auto Parts stock price target of $181.76 implies a 22.6% upside potential.Roblox (NYSE: RBLX)Roblox provides a video game platform that is popular among kids. Yet, Roblox is now targeting a more mature audience, and the company claims that its fastest age demographic for year-over-year daily active user growth is 17 to 24. If that trend continues, Roblox could rake in huge revenue as older users undoubtedly have greater access to spendable income than children do.As for the shares, RBLX stock has collapsed from about $100 at the beginning of 2022 to around $30 recently. This could be an overdone sell-off as Roblox actually grew its revenue by 2% year-over-year during the third quarter. Therefore, RBLX stock could be the building blocks to powerful gaming-market returns.What is the Price Target for RBLX Stock?RBLX has a Hold consensus rating based on seven Buys, six Holds, and four Sell ratings assigned in the past three months. The average Roblox stock price target of $38.59 implies a 25.4% upside potential.Dominion Energy (NYSE: D)The ticker symbol “D” stands for American utilities giant Dominion Energy, but it might as well also stand for “Dividends” as the company is a yield-bearing stand-by for investors of all stripes. With a 4.51% annual dividend and a P/E ratio of 27.8x, Dominion Energy stock can give investors dominion over their safety- and income-focused portfolios in the coming year.It’s rather shocking that this electric company’s shares are as low as they are, considering Dominion Energy beat Wall Street’s top- and bottom-line third-quarter forecasts. The company ambitiously guided for current-quarter operating earnings of $0.98 to $1.13 per share, so there doesn’t appear to be any significant dividend-cutting risk – another thing that investors ought to be thankful for.What is the Price Target for Dominion Energy Stock?D stock has a Hold consensus rating based on three Buys, 10 Holds, and one Sell rating assigned in the past three months. The average Dominion Energy stock price target of $72.82 implies a 22.8% upside potential.Conclusion: When Stock Prices Drop, be Grateful, Not HatefulNow, you have five possible picks to add to your November shopping list – no need to wait for Black Friday when there are so many sales going on now. Sure, it can be scary and frustrating when stocks representing solid businesses fall fast, but that’s the time to give thanks for the bargains and, if you’re ready, start buying what other investors are selling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969987524,"gmtCreate":1668318593568,"gmtModify":1676538041068,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"I hope so","listText":"I hope so","text":"I hope so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969987524","repostId":"1190456060","repostType":2,"repost":{"id":"1190456060","kind":"news","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></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>SPY: Bear Market Rally Or A Major Bottom?</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\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952785314,"gmtCreate":1674982348139,"gmtModify":1676538969405,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952785314","repostId":"1113358282","repostType":4,"repost":{"id":"1113358282","kind":"news","pubTimestamp":1674962399,"share":"https://ttm.financial/m/news/1113358282?lang=&edition=fundamental","pubTime":"2023-01-29 11:19","market":"us","language":"en","title":"Tesla's Future As A Super Conglomerate?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113358282","media":"Seeking Alpha","summary":"SummaryWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we ","content":"<html><head></head><body><h2>Summary</h2><ul><li>When based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside from current levels.</li><li>Expect Tesla earnings surprises in the way of deliveries, as larger-scale producers with more expertise are positioned to take market share away from up-starts.</li><li>We project revenue of $222 billion, and derive our price forecast based on a combination adjusted EBITDA/earnings multiples.</li><li>Elon Musk might combine his businesses into a superstructure entity like Google, which  could be valued at $10 Trillion + by 2033.</li><li>Absent substantial M&amp;A activity, Tesla doesn&#39;t achieve a valuation that&#39;s in excess of Apple and Saudi Aramco.</li></ul><p><img src=\"https://static.tigerbbs.com/2f6e8b754fbdaeffb25dc19af1c7b455\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Tesla, Inc. (NASDAQ:TSLA) had what many would consider a very strong quarter in quite a while, as TSLA inQ4 2022beat on revenue and earnings without as much ludicrous commentary as usual from Elon Muskon the earnings call. Investors responded favorably, adding +25% to the stock price over the past five trading sessions. We value the business at $195/share and expect upside on new announcements and ongoing execution absent any material shortages for supplies in the supply chain. TSLA&#39;s solid performance in the afterhours session continued into Thursday’s trading session for an additional +10% gain, bringing the BEV (battery electric vehicle) maker&#39;s market cap to $500 billion.</p><p>We value TSLA stock using a mix of adjusted EBITDA and P/E multiples on FY &#39;25 revenue of $222 billion, and anticipate an additional 20% upside, maybe more depending on hype/optimism tied to productroadmap and deliveries. Tesla reported Q4 ‘22 revenue of $24.32 billion versus consensus $24.16 billion, and adjusted dil. EPS of $1.19 versus $1.13, beating estimates by 5.3%.</p><p>We noted a drop in profitability, which was driven by lower ASPs, but the announcement of some higher margin categories like the Tesla Cybertruck and Tesla Semi Truck makes us extremely optimistic that the net profit margin erosion won’t be as severe, even with volume car production on Model 3/Y putting pressure on average selling prices.</p><p>We also liked that Elon Musk referenced the Cybertruck on theQ4 2022 earnings call:</p><blockquote>“Yes, Cybertruck will have Hardware 4. And to be clear, for 2023, Cybertruck will not be a significant contributor to the bottom line but it will be into next year.”</blockquote><p>So, Cybertruck is on track, and Rivian Automotive, Inc. (RIVN) finally has to meet its electric competitor in 2023.</p><h2>Investment thesis summary</h2><p>We anticipate that there’s a compelling case for why Tesla could deliver 1.8 million to 2 million cars in 2023. Tesla is not as supply constrained, and production is starting to normalize reducing the shortages experienced at the onset of the pandemic. TSLA’s gaining share on pricing and new customer adoption, with market penetration at a low enough base to suggest a material vehicle opportunity, which is reflected in our analysis.</p><p>Figure 1. Vehicle production capacity<img src=\"https://static.tigerbbs.com/3aa2a58f569deda95f2eb98c38a2df94\" tg-width=\"598\" tg-height=\"626\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla(Tesla)</p><p>Elon Musk expects 1.8 million car deliveries, but with ramp-up of various facilities, and some announced production/volume gains within existing production sites, there’s a bias towards 200k volume beat, which we embed in our model to help capture any delivery surprises on heightened demand due to gas price sensitivity and electric vehicle credits.</p><p>We anticipate production surprises going forward, and production ramp-up to scale to levels of conventional automakers using purely BEV technologies. Value-added components like autonomous driving keeping the ASPs higher even at larger volumes by 2025.</p><p>We anticipate that our profit forecast becomes conservative, as TSLA doesn’t have many of the legacy costs of other vehicle OEMs tied to pensions, and has a more established/efficient production line in the BEV space to sustain better profitability. We also anticipate Tesla to make a leap on profitability when battery technologies improve and the cost of battery cells reduces the bill of materials even further.</p><p>Figure 2. Summary of financial model<img src=\"https://static.tigerbbs.com/b556d67740fae163d6761f496ae7502b\" tg-width=\"777\" tg-height=\"471\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Analysis by Trade Theory(Trade Theory)</p><p>We recommend TSLA and provide a $195 Price Target, implying 22% upside from current levels. While we don’t enjoy the CEOs character or attitude in public or his comments on Twitter, we cannot deny that the business is positioned for substantial growth, as we value TSLA using a blend of historical growth based multiples, tech EV/EBITDA multiples, and average the value on FY’ 25 estimated adjusted dil. EPS of $9.30. We then discount our assumption by 9.5% or firm’s WACC (weighted average cost of capital) to then arrive at a $195 price target.</p><p>We expect the company to grow sales to $222 billion on 4.5 million vehicle deliveries at an average selling price of $49 thousand dollars, which translates to a business that will be valued at $1.2 trillion by 2025. Absent any material changes to the business like the merger and combination of various businesses… there’s realistically no path to achieving a $4-$5 trillion valuation over the next 3-5 years.</p><h2>What is Elon Musk trying to communicate?</h2><p>We find ourselves stumped right now; how does Elon Musk anticipate that he’s going to eclipse two of the biggest companies on earth and ignore his closest competitors, all whilegetting questionedin court within the same week, regarding the separate incident of his tweet announcing taking the company private at $420 per share with the help of the Saudi fund (a deal which later got revealed to be preliminary rather than “secured”). Twitter users polled would much rather have a different owner than Elon Musk.</p><p>It’s almost comical at this point, because it’s almost as bad as watching an entire nation of fans sour on a sports team owner and request a change in ownership, except there’s hardly anyone on planet earth that could afford to buy such a large tech company, let alone pry it from the second-richest person on earth after he pried it away from Jack Dorsey. The bird stays in Elon’s portfolio, and we expect the portfolio to come together in some sort of death star construction.</p><h2>We think Elon Musk is absolutely serious about eclipsing both companies in value</h2><p>Now some might have skipped this part of an earlier earnings call, laughed, or something. But, Elon Musk envisions the companybecoming bigger than Appleand Saudi Aramco combined on a market capitalization basis in the future. He literally said that on Q3 ‘22 earnings, and then he never mentioned anything about it again on the Q4 ‘22 earnings call.</p><p>After the shakedown in the courthouse, we’re not surprised that he’s not making such wild statements on the Q4 ‘22 earnings call. And as a consequence, the stock does better as a result by rallying +5% in the after hour session following Wednesday’s earnings announcement at close.</p><p>If we combine Apple Inc. (AAPL) at $2.25 trillion, and Saudi Aramco at $1.94 trillion, it would combine to a $4.19 trillion market cap. At present, Tesla’s market capitalization is $500 billion, which implies that his sales pitch this year is quite simple: the company will increase in value from $500 billion to $4.2 trillion in total market capitalization.</p><p>On his path to $4.2 trillion, Musk’s gone on to denounce every competitor by failing to even acknowledge that a distant number two even exists. We think the distant number 2 automaker is Lucid Group, Inc. (LCID), but then again, maybe Elon’s right, and we’re wrong, who knows?</p><p>What Elon Musk has said for the past two quarters makes uschuckle a little:</p><blockquote>George Gianarikas from Canaccord Genuity asks Elon Musk, I&#39;m curious how you see the current competitive landscape changing over the next few years. And who do you see as your chief competitors five years from now?”</blockquote><blockquote>Elon Musk responds, “Five years is a long time. As with the Tesla order part, AI team, until late last night and just we&#39;re just asking guys like, so who do we think is close to Tesla with -- a general solution for self-driving? And we still don&#39;t even know who would even be a distant second. So, yes, it really seems like we&#39;re -- I mean, right now, I don&#39;t think you could see a second place with a telescope, at least we can&#39;t. So, that wouldn&#39;t last forever. So, in five years, I don&#39;t know, probably somebody has figured it out. I don&#39;t think it&#39;s any of the car companies that we&#39;re aware of. But I&#39;m just guessing that someone might be right out eventually, so yes.”</blockquote><p>So, Apple shareholders, and Tim Cook, have to somehow acknowledge that Elon Musk and Tesla Inc. is going to eclipse them in value, but Elon Musk can’t point to anyone else catching up to Tesla Inc. and his path to global dominance? The CEO is unwilling to admit outright what an analyst is suggesting indirectly as a means of reaching such a crazy goal.</p><p>Elon Musk and George Glanarikas from last quarter,Q3 ‘22 earnings call, from Seeking Alpha transcripts:</p><blockquote>George Gianarikas from Canaccord Genuity, “And just as a follow-up, this is for Elon. With your pending acquisition of Twitter and your stakes in SpaceX and Neuralink and Tesla, how much would the combined companies benefit from operating under a single super structure, if at all, like a Google Alphabet?”</blockquote><blockquote>To which Elon Musk eagerly tries to deny the possibility of the mega merger, “It’s not clear to me what the overlap is. It’s not zero, but it’s -- I think we’re reaching. I’m not worried about it. I’m not an investor. I’m an engineer, a manufacturing person and a technologist. So, I actually work and design and develop products. That’s what I do. So, it’s not a -- we’re not going to have a portfolio sort of investments over it. So, I don’t know. I don’t see obvious sort of some -- get combined under an umbrella, at least right now.”</blockquote><p>Now, keep in mind, both AAPL and Aramco are likely to grow in value at the average S&amp;P 500 Index (SP500) growth rate at minimum, so not only does Tesla have to overshoot the $4.2 Trillion number, but also account for the growth rate of both companies. So, if $4.2 trillion has a return rate of 12% for the 10-year period, Tesla Motors would need to reach a valuation of $13 Trillion assuming those two companies continue to grow in-line with the S&amp;P 500 average.</p><h2>How does Tesla Inc. reach $13 Trillion in value over the next 10 years?</h2><p>Elon Musk could assemble his entire portfolio of businesses that he’s built or advised on to become a super conglomerate. If Tesla were to combine all the entities it would mirror the Death Star construction from<i>Star Wars Episode 6,</i>with a rebel faction of DOJ regulators, the last holdout from stopping global domination.</p><p>And we don’t mean this in sarcastic humor, but really that’s the only hint we’ve got at $500 billion appreciating to $13 trillion over the course of 10 years. If Elon Musk does decide to merge everything into a conglomerate and takes a backseat like Warren Buffett (Berkshire), Bill Gates (Microsoft), Tim Cook (Apple), Sundar Pichai (Google), Jeff Bezos (Amazon)… it would look as good or bad as the picture we carefully assembled below.</p><p>Figure 3. The Empire Might Strike Back…</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7686caf1259019b4a429c2118e1616f7\" tg-width=\"853\" tg-height=\"578\" width=\"100%\" height=\"auto\"/><span>Image is author’s interpretation of current events(Trade Theory Illustration)</span></p><p>This sounds a bit crazier than the usual Elon Musk we’ve come to know over the years. But, let’s roll with the punches here, because about 6 or 7 years ago, somebody laughed on a conference call when he said Tesla was going to reach $700 billion and ended up with an $800 billion peak valuation. We’re not going to make that mistake; instead we’re going to try and entertain the super genius&#39;s craziness with our crazy interpretation of what he’s thinking.</p><p>We have a hard time imagining how Tesla, Inc. on its own amounts to the valuation growth needed to satisfy the $14 trillion value we estimate is needed to eclipse the combined value of Apple and Saudi Aramco by 2033. It almost sounds way too ambitious by most measures, but if we think carefully about the ramifications of Elon Musk combining the separate businesses he’s built into a sort of superstructure, it would benefit one person primarily: Elon Musk. Which is why we don’t believe the comments he made to the analyst about not wanting to assemble a portfolio.</p><p>Now, if you think about the way the businesses are structured right now, they offer no immediate synergies, and some would argue that they perform better as separate companies. But, it also limits investors to separately traded vehicles, and those businesses are linked to Elon Musk. Apple wouldn’t be as valuable of a company without diversifying into more products and categories inclusive of services and even payment technologies, music, and entertainment.</p><h2>Value of a super Tesla entity at present?</h2><p>When we look at the validity of merging into a super structure, we think it makes sense for a number of reasons.</p><p><b>1) Scale.</b>TSLA’s market opportunity in vehicles, though large, represents saturation risk at some point in the future.</p><p>Figure 4. Consolidated value of Elon Musk involved businesses<img src=\"https://static.tigerbbs.com/d46a2e6b6e7318357810796d2c9a75c3\" tg-width=\"417\" tg-height=\"287\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>estimate by Trade Theory(Trade Theory)</p><p>If TSLA goes conglomerate, it would compose a number of opportunities like social networking, payment technology, neuro technology, space exploration and mining, space broadband, online auction marketplace, government computing contracts, and so forth.</p><p>2)<b>Unique portfolio</b>has substantial synergies due to founder and board level cooperation to ensure consolidation as all the businesses are related to Elon Musk.</p><p>3)<b>Space exploration</b>extremely valuable, with SpaceX valued at $137 billion, and expansion into biotech extremely valuable with Neuralink representing more than $10 billion market cap opportunity on medical device technologies. When combined with the existing or former publicly traded companies, PayPal (PYPL),eBay.com(EBAY), Palantir (PLNT) and Twitter (TWTR) the consolidated enterprise value could at some point compete with and exceed the combined value of AAPL and Aramco, though it would take an aggressive growth rate of 30% off the base of 9 or 10 different companies combined into a single entity.</p><h2>Never doubt Elon Musk</h2><p>Though we might come across as playful and sarcastic, perhaps we want to pride ourselves on seeing around corners as to what happens next. While we like the organic growth metrics, and the projected run rate to an eventual production volume of 5 million to 10 million vehicles making BEVs reach production scale similar to the big 3 autos in America, we see that scenario valuing Tesla, Inc. stock at $195/share currently with a path of beats taking us past $200 per share this year.</p><p>Profitability is driven by the higher ASPs and consumers conforming to a more inflationary/higher priced environment. Even with those assumptions, we factor about +20% upside, maybe more upside on some expectation beats throughout the year. M&amp;A activity could increase the size of the business at some point, and we think TSLA will combine businesses as the BEV business starts to mature and becomes less profitable.</p><p>Tesla, Inc. stock already carries significant upside. Near-term opportunities tied to the car business, energy storage, financing, and insurance should provide enough meat for shareholders over the next 12 months. But, over a longer time frame, people will begin to wonder if Tesla can reach a value that’s in excess of Apple and Aramco.</p><p>So, if Elon says it’s possible, then who are we to say it’s not? Instead, we opted to match his craziness, as we reassert our positive stance on Tesla, Inc. throughout the entirety of this article.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Future As A Super Conglomerate?</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's Future As A Super Conglomerate?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-29 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573174-teslas-future-as-a-super-conglomerate><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside from current levels.Expect Tesla earnings surprises in the way of deliveries, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4573174-teslas-future-as-a-super-conglomerate\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4573174-teslas-future-as-a-super-conglomerate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113358282","content_text":"SummaryWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside from current levels.Expect Tesla earnings surprises in the way of deliveries, as larger-scale producers with more expertise are positioned to take market share away from up-starts.We project revenue of $222 billion, and derive our price forecast based on a combination adjusted EBITDA/earnings multiples.Elon Musk might combine his businesses into a superstructure entity like Google, which  could be valued at $10 Trillion + by 2033.Absent substantial M&A activity, Tesla doesn't achieve a valuation that's in excess of Apple and Saudi Aramco.Tesla, Inc. (NASDAQ:TSLA) had what many would consider a very strong quarter in quite a while, as TSLA inQ4 2022beat on revenue and earnings without as much ludicrous commentary as usual from Elon Muskon the earnings call. Investors responded favorably, adding +25% to the stock price over the past five trading sessions. We value the business at $195/share and expect upside on new announcements and ongoing execution absent any material shortages for supplies in the supply chain. TSLA's solid performance in the afterhours session continued into Thursday’s trading session for an additional +10% gain, bringing the BEV (battery electric vehicle) maker's market cap to $500 billion.We value TSLA stock using a mix of adjusted EBITDA and P/E multiples on FY '25 revenue of $222 billion, and anticipate an additional 20% upside, maybe more depending on hype/optimism tied to productroadmap and deliveries. Tesla reported Q4 ‘22 revenue of $24.32 billion versus consensus $24.16 billion, and adjusted dil. EPS of $1.19 versus $1.13, beating estimates by 5.3%.We noted a drop in profitability, which was driven by lower ASPs, but the announcement of some higher margin categories like the Tesla Cybertruck and Tesla Semi Truck makes us extremely optimistic that the net profit margin erosion won’t be as severe, even with volume car production on Model 3/Y putting pressure on average selling prices.We also liked that Elon Musk referenced the Cybertruck on theQ4 2022 earnings call:“Yes, Cybertruck will have Hardware 4. And to be clear, for 2023, Cybertruck will not be a significant contributor to the bottom line but it will be into next year.”So, Cybertruck is on track, and Rivian Automotive, Inc. (RIVN) finally has to meet its electric competitor in 2023.Investment thesis summaryWe anticipate that there’s a compelling case for why Tesla could deliver 1.8 million to 2 million cars in 2023. Tesla is not as supply constrained, and production is starting to normalize reducing the shortages experienced at the onset of the pandemic. TSLA’s gaining share on pricing and new customer adoption, with market penetration at a low enough base to suggest a material vehicle opportunity, which is reflected in our analysis.Figure 1. Vehicle production capacityTesla(Tesla)Elon Musk expects 1.8 million car deliveries, but with ramp-up of various facilities, and some announced production/volume gains within existing production sites, there’s a bias towards 200k volume beat, which we embed in our model to help capture any delivery surprises on heightened demand due to gas price sensitivity and electric vehicle credits.We anticipate production surprises going forward, and production ramp-up to scale to levels of conventional automakers using purely BEV technologies. Value-added components like autonomous driving keeping the ASPs higher even at larger volumes by 2025.We anticipate that our profit forecast becomes conservative, as TSLA doesn’t have many of the legacy costs of other vehicle OEMs tied to pensions, and has a more established/efficient production line in the BEV space to sustain better profitability. We also anticipate Tesla to make a leap on profitability when battery technologies improve and the cost of battery cells reduces the bill of materials even further.Figure 2. Summary of financial modelAnalysis by Trade Theory(Trade Theory)We recommend TSLA and provide a $195 Price Target, implying 22% upside from current levels. While we don’t enjoy the CEOs character or attitude in public or his comments on Twitter, we cannot deny that the business is positioned for substantial growth, as we value TSLA using a blend of historical growth based multiples, tech EV/EBITDA multiples, and average the value on FY’ 25 estimated adjusted dil. EPS of $9.30. We then discount our assumption by 9.5% or firm’s WACC (weighted average cost of capital) to then arrive at a $195 price target.We expect the company to grow sales to $222 billion on 4.5 million vehicle deliveries at an average selling price of $49 thousand dollars, which translates to a business that will be valued at $1.2 trillion by 2025. Absent any material changes to the business like the merger and combination of various businesses… there’s realistically no path to achieving a $4-$5 trillion valuation over the next 3-5 years.What is Elon Musk trying to communicate?We find ourselves stumped right now; how does Elon Musk anticipate that he’s going to eclipse two of the biggest companies on earth and ignore his closest competitors, all whilegetting questionedin court within the same week, regarding the separate incident of his tweet announcing taking the company private at $420 per share with the help of the Saudi fund (a deal which later got revealed to be preliminary rather than “secured”). Twitter users polled would much rather have a different owner than Elon Musk.It’s almost comical at this point, because it’s almost as bad as watching an entire nation of fans sour on a sports team owner and request a change in ownership, except there’s hardly anyone on planet earth that could afford to buy such a large tech company, let alone pry it from the second-richest person on earth after he pried it away from Jack Dorsey. The bird stays in Elon’s portfolio, and we expect the portfolio to come together in some sort of death star construction.We think Elon Musk is absolutely serious about eclipsing both companies in valueNow some might have skipped this part of an earlier earnings call, laughed, or something. But, Elon Musk envisions the companybecoming bigger than Appleand Saudi Aramco combined on a market capitalization basis in the future. He literally said that on Q3 ‘22 earnings, and then he never mentioned anything about it again on the Q4 ‘22 earnings call.After the shakedown in the courthouse, we’re not surprised that he’s not making such wild statements on the Q4 ‘22 earnings call. And as a consequence, the stock does better as a result by rallying +5% in the after hour session following Wednesday’s earnings announcement at close.If we combine Apple Inc. (AAPL) at $2.25 trillion, and Saudi Aramco at $1.94 trillion, it would combine to a $4.19 trillion market cap. At present, Tesla’s market capitalization is $500 billion, which implies that his sales pitch this year is quite simple: the company will increase in value from $500 billion to $4.2 trillion in total market capitalization.On his path to $4.2 trillion, Musk’s gone on to denounce every competitor by failing to even acknowledge that a distant number two even exists. We think the distant number 2 automaker is Lucid Group, Inc. (LCID), but then again, maybe Elon’s right, and we’re wrong, who knows?What Elon Musk has said for the past two quarters makes uschuckle a little:George Gianarikas from Canaccord Genuity asks Elon Musk, I'm curious how you see the current competitive landscape changing over the next few years. And who do you see as your chief competitors five years from now?”Elon Musk responds, “Five years is a long time. As with the Tesla order part, AI team, until late last night and just we're just asking guys like, so who do we think is close to Tesla with -- a general solution for self-driving? And we still don't even know who would even be a distant second. So, yes, it really seems like we're -- I mean, right now, I don't think you could see a second place with a telescope, at least we can't. So, that wouldn't last forever. So, in five years, I don't know, probably somebody has figured it out. I don't think it's any of the car companies that we're aware of. But I'm just guessing that someone might be right out eventually, so yes.”So, Apple shareholders, and Tim Cook, have to somehow acknowledge that Elon Musk and Tesla Inc. is going to eclipse them in value, but Elon Musk can’t point to anyone else catching up to Tesla Inc. and his path to global dominance? The CEO is unwilling to admit outright what an analyst is suggesting indirectly as a means of reaching such a crazy goal.Elon Musk and George Glanarikas from last quarter,Q3 ‘22 earnings call, from Seeking Alpha transcripts:George Gianarikas from Canaccord Genuity, “And just as a follow-up, this is for Elon. With your pending acquisition of Twitter and your stakes in SpaceX and Neuralink and Tesla, how much would the combined companies benefit from operating under a single super structure, if at all, like a Google Alphabet?”To which Elon Musk eagerly tries to deny the possibility of the mega merger, “It’s not clear to me what the overlap is. It’s not zero, but it’s -- I think we’re reaching. I’m not worried about it. I’m not an investor. I’m an engineer, a manufacturing person and a technologist. So, I actually work and design and develop products. That’s what I do. So, it’s not a -- we’re not going to have a portfolio sort of investments over it. So, I don’t know. I don’t see obvious sort of some -- get combined under an umbrella, at least right now.”Now, keep in mind, both AAPL and Aramco are likely to grow in value at the average S&P 500 Index (SP500) growth rate at minimum, so not only does Tesla have to overshoot the $4.2 Trillion number, but also account for the growth rate of both companies. So, if $4.2 trillion has a return rate of 12% for the 10-year period, Tesla Motors would need to reach a valuation of $13 Trillion assuming those two companies continue to grow in-line with the S&P 500 average.How does Tesla Inc. reach $13 Trillion in value over the next 10 years?Elon Musk could assemble his entire portfolio of businesses that he’s built or advised on to become a super conglomerate. If Tesla were to combine all the entities it would mirror the Death Star construction fromStar Wars Episode 6,with a rebel faction of DOJ regulators, the last holdout from stopping global domination.And we don’t mean this in sarcastic humor, but really that’s the only hint we’ve got at $500 billion appreciating to $13 trillion over the course of 10 years. If Elon Musk does decide to merge everything into a conglomerate and takes a backseat like Warren Buffett (Berkshire), Bill Gates (Microsoft), Tim Cook (Apple), Sundar Pichai (Google), Jeff Bezos (Amazon)… it would look as good or bad as the picture we carefully assembled below.Figure 3. The Empire Might Strike Back…Image is author’s interpretation of current events(Trade Theory Illustration)This sounds a bit crazier than the usual Elon Musk we’ve come to know over the years. But, let’s roll with the punches here, because about 6 or 7 years ago, somebody laughed on a conference call when he said Tesla was going to reach $700 billion and ended up with an $800 billion peak valuation. We’re not going to make that mistake; instead we’re going to try and entertain the super genius's craziness with our crazy interpretation of what he’s thinking.We have a hard time imagining how Tesla, Inc. on its own amounts to the valuation growth needed to satisfy the $14 trillion value we estimate is needed to eclipse the combined value of Apple and Saudi Aramco by 2033. It almost sounds way too ambitious by most measures, but if we think carefully about the ramifications of Elon Musk combining the separate businesses he’s built into a sort of superstructure, it would benefit one person primarily: Elon Musk. Which is why we don’t believe the comments he made to the analyst about not wanting to assemble a portfolio.Now, if you think about the way the businesses are structured right now, they offer no immediate synergies, and some would argue that they perform better as separate companies. But, it also limits investors to separately traded vehicles, and those businesses are linked to Elon Musk. Apple wouldn’t be as valuable of a company without diversifying into more products and categories inclusive of services and even payment technologies, music, and entertainment.Value of a super Tesla entity at present?When we look at the validity of merging into a super structure, we think it makes sense for a number of reasons.1) Scale.TSLA’s market opportunity in vehicles, though large, represents saturation risk at some point in the future.Figure 4. Consolidated value of Elon Musk involved businessesestimate by Trade Theory(Trade Theory)If TSLA goes conglomerate, it would compose a number of opportunities like social networking, payment technology, neuro technology, space exploration and mining, space broadband, online auction marketplace, government computing contracts, and so forth.2)Unique portfoliohas substantial synergies due to founder and board level cooperation to ensure consolidation as all the businesses are related to Elon Musk.3)Space explorationextremely valuable, with SpaceX valued at $137 billion, and expansion into biotech extremely valuable with Neuralink representing more than $10 billion market cap opportunity on medical device technologies. When combined with the existing or former publicly traded companies, PayPal (PYPL),eBay.com(EBAY), Palantir (PLNT) and Twitter (TWTR) the consolidated enterprise value could at some point compete with and exceed the combined value of AAPL and Aramco, though it would take an aggressive growth rate of 30% off the base of 9 or 10 different companies combined into a single entity.Never doubt Elon MuskThough we might come across as playful and sarcastic, perhaps we want to pride ourselves on seeing around corners as to what happens next. While we like the organic growth metrics, and the projected run rate to an eventual production volume of 5 million to 10 million vehicles making BEVs reach production scale similar to the big 3 autos in America, we see that scenario valuing Tesla, Inc. stock at $195/share currently with a path of beats taking us past $200 per share this year.Profitability is driven by the higher ASPs and consumers conforming to a more inflationary/higher priced environment. Even with those assumptions, we factor about +20% upside, maybe more upside on some expectation beats throughout the year. M&A activity could increase the size of the business at some point, and we think TSLA will combine businesses as the BEV business starts to mature and becomes less profitable.Tesla, Inc. stock already carries significant upside. Near-term opportunities tied to the car business, energy storage, financing, and insurance should provide enough meat for shareholders over the next 12 months. But, over a longer time frame, people will begin to wonder if Tesla can reach a value that’s in excess of Apple and Aramco.So, if Elon says it’s possible, then who are we to say it’s not? Instead, we opted to match his craziness, as we reassert our positive stance on Tesla, Inc. throughout the entirety of this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962698973,"gmtCreate":1669767114592,"gmtModify":1676538238003,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962698973","repostId":"1175290356","repostType":4,"repost":{"id":"1175290356","kind":"news","pubTimestamp":1669766869,"share":"https://ttm.financial/m/news/1175290356?lang=&edition=fundamental","pubTime":"2022-11-30 08:07","market":"sg","language":"en","title":"Renewed Consolidation Called For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1175290356","media":"RTT News","summary":"The Singapore stock market on Tuesday ended the two-day slide in which it had fallen almost 20 point","content":"<html><head></head><body><p>The Singapore stock market on Tuesday ended the two-day slide in which it had fallen almost 20 points or 0.6 percent. The Straits Times Index now rests just above the 3,275-point plateau although it figures to head south again on Wednesday.</p><p>The global forecast for the Asianmarketsis mixed with little change ahead of key economic events that are likely to affect the outlook for interest rates. The European and U.S. markets were mixed and flat and the Asian bourses figure to follow suit.</p><p>The STI finished sharply higher on Tuesday following gains from the financial shares, property stocks and industrial issues.</p><p>For the day, the index climbed 36.30 points or 1.12 percent to finish at 3,276.36 after trading between 3,232.38 and 3,277.01. Volume was 1.1 billion shares worth 1.27 billion Singapore dollars. There were 339 gainers and 203 decliners.</p><p>Among the actives, Ascendas REIT added 0.36 percent, while CapitaLand Integrated Commercial Trust gained 0.97 percent, CapitaLand Investment soared 2.51 percent, City Developments spiked 1.98 percent, Comfort DelGro rose 0.81 percent, DBS Group improved 1.45 percent, Emperador added 1.04 percent, Genting Singapore increased 0.57 percent, Hongkong Land gathered 1.27 percent, Keppel Corp was up 0.40 percent, Mapletree Pan Asia Commercial Trust surged 2.98 percent, Mapletree Industrial Trust advanced 1.35 percent, Mapletree Logistics Trust accelerated 1.90 percent, Oversea-Chinese Banking Corporation collected 0.49 percent, SATS perked 0.75 percent, SembCorp Industries jumped 1.89 percent, SingTel increased 1.11 percent, United Overseas Bank strengthened 1.65 percent, Wilmar International was up 0.74 percent, Yangzijiang Financial climbed 1.47 percent, Yangzijiang Shipbuilding slumped 1.42 percent and Singapore Technologies Engineering and Thai Beverage were unchanged.</p><p>The lead from Wall Street suggests a mild negative bias as the major averages opened higher, tumbled mid-session but then bounced back to finish mixed and little changed.</p><p>The Dow added 3.07 points or 0.01 percent to finish at 33,852.53, while the NASDAQ lost 65.72 points or 0.59 percent to end at 10,983.78 and the S&amp;P 500 dipped 6.31 points or 0.16 percent to close at 3,957.63.</p><p>The choppy trading on Wall Street came amid lingering uncertainty about the situation in China following widespread protests over the country&#39;s Covid restrictions.</p><p>Traders may also have been reluctant to make significant moves ahead of remarks from Federal Reserve Chair Jerome Powell later today, which may offer additional clues about the outlook for interest rates. Jobless data follows on Friday.</p><p>In economic news, the Conference Board released a report showing a modest decrease in U.S. consumer confidence in November.</p><p>Crude oil futures settled higher Tuesday, extending gains from the previous session on hopes that OPEC may trim production to support prices later this week. West Texas Intermediate Crude oil futures for January ended higher by $$0.96 or 1.2 percent at $78.20 a barrel.</p></body></html>","source":"lsy1637539882596","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>Renewed Consolidation Called For Singapore Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRenewed Consolidation Called For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3328612/renewed-consolidation-called-for-singapore-stock-market.aspx?type=acom><strong>RTT News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Tuesday ended the two-day slide in which it had fallen almost 20 points or 0.6 percent. The Straits Times Index now rests just above the 3,275-point plateau although it ...</p>\n\n<a href=\"https://www.rttnews.com/3328612/renewed-consolidation-called-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3328612/renewed-consolidation-called-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175290356","content_text":"The Singapore stock market on Tuesday ended the two-day slide in which it had fallen almost 20 points or 0.6 percent. The Straits Times Index now rests just above the 3,275-point plateau although it figures to head south again on Wednesday.The global forecast for the Asianmarketsis mixed with little change ahead of key economic events that are likely to affect the outlook for interest rates. The European and U.S. markets were mixed and flat and the Asian bourses figure to follow suit.The STI finished sharply higher on Tuesday following gains from the financial shares, property stocks and industrial issues.For the day, the index climbed 36.30 points or 1.12 percent to finish at 3,276.36 after trading between 3,232.38 and 3,277.01. Volume was 1.1 billion shares worth 1.27 billion Singapore dollars. There were 339 gainers and 203 decliners.Among the actives, Ascendas REIT added 0.36 percent, while CapitaLand Integrated Commercial Trust gained 0.97 percent, CapitaLand Investment soared 2.51 percent, City Developments spiked 1.98 percent, Comfort DelGro rose 0.81 percent, DBS Group improved 1.45 percent, Emperador added 1.04 percent, Genting Singapore increased 0.57 percent, Hongkong Land gathered 1.27 percent, Keppel Corp was up 0.40 percent, Mapletree Pan Asia Commercial Trust surged 2.98 percent, Mapletree Industrial Trust advanced 1.35 percent, Mapletree Logistics Trust accelerated 1.90 percent, Oversea-Chinese Banking Corporation collected 0.49 percent, SATS perked 0.75 percent, SembCorp Industries jumped 1.89 percent, SingTel increased 1.11 percent, United Overseas Bank strengthened 1.65 percent, Wilmar International was up 0.74 percent, Yangzijiang Financial climbed 1.47 percent, Yangzijiang Shipbuilding slumped 1.42 percent and Singapore Technologies Engineering and Thai Beverage were unchanged.The lead from Wall Street suggests a mild negative bias as the major averages opened higher, tumbled mid-session but then bounced back to finish mixed and little changed.The Dow added 3.07 points or 0.01 percent to finish at 33,852.53, while the NASDAQ lost 65.72 points or 0.59 percent to end at 10,983.78 and the S&P 500 dipped 6.31 points or 0.16 percent to close at 3,957.63.The choppy trading on Wall Street came amid lingering uncertainty about the situation in China following widespread protests over the country's Covid restrictions.Traders may also have been reluctant to make significant moves ahead of remarks from Federal Reserve Chair Jerome Powell later today, which may offer additional clues about the outlook for interest rates. Jobless data follows on Friday.In economic news, the Conference Board released a report showing a modest decrease in U.S. consumer confidence in November.Crude oil futures settled higher Tuesday, extending gains from the previous session on hopes that OPEC may trim production to support prices later this week. West Texas Intermediate Crude oil futures for January ended higher by $$0.96 or 1.2 percent at $78.20 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943699188,"gmtCreate":1679389185445,"gmtModify":1679389189305,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"This is an encouraging post","listText":"This is an encouraging post","text":"This is an encouraging post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943699188","repostId":"2321663825","repostType":4,"repost":{"id":"2321663825","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1679386123,"share":"https://ttm.financial/m/news/2321663825?lang=&edition=fundamental","pubTime":"2023-03-21 16:08","market":"us","language":"en","title":"The Bank Panic of 2023 Could Be Just What the Stock Market Needs to Make Money for Investors Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2321663825","media":"Dow Jones","summary":"Why the S&P 500 can be expected to bottom in April or May and post a double-digit gain by March 2024","content":"<html><head></head><body><p>Why the S&amp;P 500 can be expected to bottom in April or May and post a double-digit gain by March 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5147e1be08859af49b11144c24e749b9\" tg-width=\"700\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/><span>ISTOCK</span></p><blockquote>Plunge followed by quick recovery is the stock market’s typical pattern in economic crises.</blockquote><p>The S&amp;P 500  could beat inflation by 8% over the next 12 months. That cheery prospect emerges from an analysis of the U.S. stock market&#39;s reaction to past banking panics. Though stocks not surprisingly declined in the immediate wake of those past crises, they almost always recovered quickly. On average a year later, the market was well above where it stood before the crisis erupted.</p><p>To conduct this analysis, I focused on banking panics in the U.S. since 1870, according to a database compiled by Matthew Baron of Cornell University, Emil Verner of MIT, and Wei Ziong of Princeton. On average, the stock market&#39;s post-panic low was hit within two months of the panic&#39;s onset. Furthermore, in an average of just five months the S&amp;P 500&#39;s total real return index was higher than where it was prior to the panic&#39;s onset. At the panics&#39; one-year anniversary, the index was 8.0% higher, on average.</p><p>If the stock market follows a similar script in the wake of the current banking crisis, the S&amp;P 500 will hit a low sometime this April or May and then rally strongly -- eclipsing its early-March level by the end of the summer and, by March 2024, sitting on a double-digit gain in nominal terms over where it stood recently. (This nominal gain reflects the average one-year post panic return of 8% real, plus inflation; see accompanying chart.)</p><p><img src=\"https://static.tigerbbs.com/b74498ec13d929a6b73fa31201fd474e\" tg-width=\"700\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/></p><p>These averages gloss over considerable variation from panic to panic. The longest recovery time for any panic since 1870 was for the one that occurred most recently, in September 2008. It took the S&amp;P 500 six months to finally hit its low, and more than an additional year for the S&amp;P 500 to be higher than where it stood prior to the panic&#39;s onset.</p><p>You shouldn&#39;t be particularly surprised by the overall averages. The &#34;plunge followed by quick recovery&#34; pattern is the stock market&#39;s typical reaction to geopolitical and economic crises, not just bank panics -- as I&#39;ve written before.</p><p>Probably the worst thing you can do, from an investment point of view, is to sell into a panic. Odds are good that, by doing that, you&#39;ll get highly unfavorable outcomes.</p><p>Unless you were lucky enough to get out of stocks before the SVB- <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> and Credit Suisse (CSGN.EB)-triggered panic, the best course of action is to hold on for the anticipated recovery. History suggests that, in not too many months, you will be glad you did.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Bank Panic of 2023 Could Be Just What the Stock Market Needs to Make Money for Investors Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Bank Panic of 2023 Could Be Just What the Stock Market Needs to Make Money for Investors Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-21 16:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Why the S&amp;P 500 can be expected to bottom in April or May and post a double-digit gain by March 2024.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5147e1be08859af49b11144c24e749b9\" tg-width=\"700\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/><span>ISTOCK</span></p><blockquote>Plunge followed by quick recovery is the stock market’s typical pattern in economic crises.</blockquote><p>The S&amp;P 500  could beat inflation by 8% over the next 12 months. That cheery prospect emerges from an analysis of the U.S. stock market&#39;s reaction to past banking panics. Though stocks not surprisingly declined in the immediate wake of those past crises, they almost always recovered quickly. On average a year later, the market was well above where it stood before the crisis erupted.</p><p>To conduct this analysis, I focused on banking panics in the U.S. since 1870, according to a database compiled by Matthew Baron of Cornell University, Emil Verner of MIT, and Wei Ziong of Princeton. On average, the stock market&#39;s post-panic low was hit within two months of the panic&#39;s onset. Furthermore, in an average of just five months the S&amp;P 500&#39;s total real return index was higher than where it was prior to the panic&#39;s onset. At the panics&#39; one-year anniversary, the index was 8.0% higher, on average.</p><p>If the stock market follows a similar script in the wake of the current banking crisis, the S&amp;P 500 will hit a low sometime this April or May and then rally strongly -- eclipsing its early-March level by the end of the summer and, by March 2024, sitting on a double-digit gain in nominal terms over where it stood recently. (This nominal gain reflects the average one-year post panic return of 8% real, plus inflation; see accompanying chart.)</p><p><img src=\"https://static.tigerbbs.com/b74498ec13d929a6b73fa31201fd474e\" tg-width=\"700\" tg-height=\"486\" referrerpolicy=\"no-referrer\"/></p><p>These averages gloss over considerable variation from panic to panic. The longest recovery time for any panic since 1870 was for the one that occurred most recently, in September 2008. It took the S&amp;P 500 six months to finally hit its low, and more than an additional year for the S&amp;P 500 to be higher than where it stood prior to the panic&#39;s onset.</p><p>You shouldn&#39;t be particularly surprised by the overall averages. The &#34;plunge followed by quick recovery&#34; pattern is the stock market&#39;s typical reaction to geopolitical and economic crises, not just bank panics -- as I&#39;ve written before.</p><p>Probably the worst thing you can do, from an investment point of view, is to sell into a panic. Odds are good that, by doing that, you&#39;ll get highly unfavorable outcomes.</p><p>Unless you were lucky enough to get out of stocks before the SVB- <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> and Credit Suisse (CSGN.EB)-triggered panic, the best course of action is to hold on for the anticipated recovery. History suggests that, in not too many months, you will be glad you did.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","BK4588":"碎股","SIVBQ":"硅谷银行","SH":"标普500反向ETF","LU1861217088.USD":"贝莱德金融科技A2","IVV":"标普500指数ETF","BK4589":"SVB概念","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","UPRO":"三倍做多标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4211":"区域性银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321663825","content_text":"Why the S&P 500 can be expected to bottom in April or May and post a double-digit gain by March 2024.ISTOCKPlunge followed by quick recovery is the stock market’s typical pattern in economic crises.The S&P 500  could beat inflation by 8% over the next 12 months. That cheery prospect emerges from an analysis of the U.S. stock market's reaction to past banking panics. Though stocks not surprisingly declined in the immediate wake of those past crises, they almost always recovered quickly. On average a year later, the market was well above where it stood before the crisis erupted.To conduct this analysis, I focused on banking panics in the U.S. since 1870, according to a database compiled by Matthew Baron of Cornell University, Emil Verner of MIT, and Wei Ziong of Princeton. On average, the stock market's post-panic low was hit within two months of the panic's onset. Furthermore, in an average of just five months the S&P 500's total real return index was higher than where it was prior to the panic's onset. At the panics' one-year anniversary, the index was 8.0% higher, on average.If the stock market follows a similar script in the wake of the current banking crisis, the S&P 500 will hit a low sometime this April or May and then rally strongly -- eclipsing its early-March level by the end of the summer and, by March 2024, sitting on a double-digit gain in nominal terms over where it stood recently. (This nominal gain reflects the average one-year post panic return of 8% real, plus inflation; see accompanying chart.)These averages gloss over considerable variation from panic to panic. The longest recovery time for any panic since 1870 was for the one that occurred most recently, in September 2008. It took the S&P 500 six months to finally hit its low, and more than an additional year for the S&P 500 to be higher than where it stood prior to the panic's onset.You shouldn't be particularly surprised by the overall averages. The \"plunge followed by quick recovery\" pattern is the stock market's typical reaction to geopolitical and economic crises, not just bank panics -- as I've written before.Probably the worst thing you can do, from an investment point of view, is to sell into a panic. Odds are good that, by doing that, you'll get highly unfavorable outcomes.Unless you were lucky enough to get out of stocks before the SVB- $(SIVB)$ and Credit Suisse (CSGN.EB)-triggered panic, the best course of action is to hold on for the anticipated recovery. History suggests that, in not too many months, you will be glad you did.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920873425,"gmtCreate":1670469663167,"gmtModify":1676538375242,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920873425","repostId":"2289433482","repostType":4,"repost":{"id":"2289433482","kind":"highlight","pubTimestamp":1670468001,"share":"https://ttm.financial/m/news/2289433482?lang=&edition=fundamental","pubTime":"2022-12-08 10:53","market":"us","language":"en","title":"2 FAANG Stocks Billionaires Are Buying Hand Over Fist in a Nasdaq Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2289433482","media":"Motley Fool","summary":"Some wealthy hedge fund managers have been buying FAANG stocks throughout the year.","content":"<html><head></head><body><p>This year has been tough for investors, to put it mildly. The <b>Nasdaq Composite</b> nosedived into the worst bear market of the decade, and the tech-heavy index is currently 30% off its high. But some billionaire hedge fund managers bought stocks throughout the downturn.</p><p>For instance, Steven Cohen of Point72 Asset Management aggressively scooped up shares of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, growing his position 14-fold since the end of 2021. Amazon is now his 11th-largest holding out of more than 1,300 stocks. Meanwhile, Chris Hohn of TCI Fund Management is investing hand over fist in <b>Alphabet</b> (GOOG) (GOOGL -2.51%), increasing his position 19-fold since the end of 2021. Alphabet is now his largest holding, and it accounts for more than 23% of his portfolio.</p><p>Those large purchases suggest a high degree of confidence. Is it time to buy these two FAANG stocks?</p><h2>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>: The market leader in cloud computing</h2><p>Amazon struggled this year. The prices of fuel and electricity skyrocketed for part of the year, putting pressure on its logistics business and data center operations. Those challenges, coupled with an inflation-driven deceleration in discretionary spending, helped chew into its profit margin. Third-quarter revenue rose 15% year over year to $127 billion, but earnings dropped 10% to $0.28 per diluted share.</p><p>Unfortunately, Amazon will probably continue to struggle in the near term, but the bull case for long-term investors is still crystal clear. First, Amazon operates the most popular e-commerce marketplace in the world, and online shopping will only become more prevalent in the future. In fact, global retail e-commerce sales will increase 9% annually to surpass $8 trillion by 2026, according to eMarketer.</p><p>Second, Amazon Web Services (AWS) is the gold standard in cloud computing. IT research company <b>Gartner </b>named AWS the leader in cloud infrastructure and platform services (CIPS) for 12 consecutive years, and Gartner recently said AWS holds twice as much market share as the next closest vendor, <b>Microsoft</b> Azure. That should be a big tailwind for Amazon in the coming years, as the cloud computing market will grow at 20% annually to reach $1.7 trillion by 2029, according to Fortune Business Insights.</p><p>Third, Amazon parlayed the popularity of its marketplace into a thriving advertising business. The company now ranks as the fourth-largest advertiser in the world, and it nearly led the world in total ad revenue growth last year, according to eMarketer. That positions Amazon for future growth. Global digital ad spend is expected to increase at 10% annually to reach $876 billion by 2026.</p><p>The last dynamic to consider is profitability. Cloud computing and digital advertising -- the two fastest-growing segments of Amazon&#39;s business -- come with much higher margins than retail, meaning investors should expect earnings growth to outpace revenue growth in the coming years.</p><p>Shares currently trade at 84 times earnings. That multiple is in line with the three-year average, but it could come down in a hurry as Amazon continues to grow its cloud computing and advertising businesses. That creates an attractive buying opportunity for patient investors.</p><h2>2. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>: The largest advertiser in the world</h2><p>Like Amazon, Alphabet battled economic headwinds throughout the year. Weak consumer spending caused brands to cut advertising budgets, and unfavorable foreign exchange rates further blunted growth. Third-quarter revenue rose just 6% year over year to $69 billion (or 11% in constant currency), while earnings dropped 24% to $1.06 per diluted share.</p><p>That said, the long-term investment thesis is unaffected by temporary economic turbulence. Alphabet is best known for Google, a business with so much brand authority among search engines that it might as well be the gateway to the internet. That competitive advantage has propelled Google to the top of the advertising industry. Better yet, Google accounted for 38% of global growth in digital ad spend in 2021, extending its lead over <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b> (the second-biggest advertiser in the world) to its greatest point since 2016, according to eMarketer.</p><p>Alphabet also carved out a strong presence in cloud computing. Google Cloud Platform (GCP) currently ranks a distant third in cloud infrastructure market share, but Gartner recently noted that &#34;GCP had both the highest percentage of revenue gains and improvements&#34; across critical CIPS capabilities of any provider during the past year. That puts GCP on track to gain market share in the future.</p><p>Looking ahead, the bull case is clear: As a key player in digital advertising and cloud computing, two large and expanding markets, Alphabet is well positioned to grow. As a result, I share hedge fund manager Chris Hohn&#39;s optimistic outlook. With shares of Alphabet trading at 4.7 times sales -- a discount to the five-year average of 6.5 times sales -- investors should consider buying this growth stock today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 FAANG Stocks Billionaires Are Buying Hand Over Fist in a Nasdaq Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 FAANG Stocks Billionaires Are Buying Hand Over Fist in a Nasdaq Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 10:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/07/2-faang-stocks-billionaires-buy-nasdaq-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year has been tough for investors, to put it mildly. The Nasdaq Composite nosedived into the worst bear market of the decade, and the tech-heavy index is currently 30% off its high. But some ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/07/2-faang-stocks-billionaires-buy-nasdaq-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/12/07/2-faang-stocks-billionaires-buy-nasdaq-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289433482","content_text":"This year has been tough for investors, to put it mildly. The Nasdaq Composite nosedived into the worst bear market of the decade, and the tech-heavy index is currently 30% off its high. But some billionaire hedge fund managers bought stocks throughout the downturn.For instance, Steven Cohen of Point72 Asset Management aggressively scooped up shares of Amazon, growing his position 14-fold since the end of 2021. Amazon is now his 11th-largest holding out of more than 1,300 stocks. Meanwhile, Chris Hohn of TCI Fund Management is investing hand over fist in Alphabet (GOOG) (GOOGL -2.51%), increasing his position 19-fold since the end of 2021. Alphabet is now his largest holding, and it accounts for more than 23% of his portfolio.Those large purchases suggest a high degree of confidence. Is it time to buy these two FAANG stocks?1. Amazon: The market leader in cloud computingAmazon struggled this year. The prices of fuel and electricity skyrocketed for part of the year, putting pressure on its logistics business and data center operations. Those challenges, coupled with an inflation-driven deceleration in discretionary spending, helped chew into its profit margin. Third-quarter revenue rose 15% year over year to $127 billion, but earnings dropped 10% to $0.28 per diluted share.Unfortunately, Amazon will probably continue to struggle in the near term, but the bull case for long-term investors is still crystal clear. First, Amazon operates the most popular e-commerce marketplace in the world, and online shopping will only become more prevalent in the future. In fact, global retail e-commerce sales will increase 9% annually to surpass $8 trillion by 2026, according to eMarketer.Second, Amazon Web Services (AWS) is the gold standard in cloud computing. IT research company Gartner named AWS the leader in cloud infrastructure and platform services (CIPS) for 12 consecutive years, and Gartner recently said AWS holds twice as much market share as the next closest vendor, Microsoft Azure. That should be a big tailwind for Amazon in the coming years, as the cloud computing market will grow at 20% annually to reach $1.7 trillion by 2029, according to Fortune Business Insights.Third, Amazon parlayed the popularity of its marketplace into a thriving advertising business. The company now ranks as the fourth-largest advertiser in the world, and it nearly led the world in total ad revenue growth last year, according to eMarketer. That positions Amazon for future growth. Global digital ad spend is expected to increase at 10% annually to reach $876 billion by 2026.The last dynamic to consider is profitability. Cloud computing and digital advertising -- the two fastest-growing segments of Amazon's business -- come with much higher margins than retail, meaning investors should expect earnings growth to outpace revenue growth in the coming years.Shares currently trade at 84 times earnings. That multiple is in line with the three-year average, but it could come down in a hurry as Amazon continues to grow its cloud computing and advertising businesses. That creates an attractive buying opportunity for patient investors.2. Alphabet: The largest advertiser in the worldLike Amazon, Alphabet battled economic headwinds throughout the year. Weak consumer spending caused brands to cut advertising budgets, and unfavorable foreign exchange rates further blunted growth. Third-quarter revenue rose just 6% year over year to $69 billion (or 11% in constant currency), while earnings dropped 24% to $1.06 per diluted share.That said, the long-term investment thesis is unaffected by temporary economic turbulence. Alphabet is best known for Google, a business with so much brand authority among search engines that it might as well be the gateway to the internet. That competitive advantage has propelled Google to the top of the advertising industry. Better yet, Google accounted for 38% of global growth in digital ad spend in 2021, extending its lead over Meta Platforms (the second-biggest advertiser in the world) to its greatest point since 2016, according to eMarketer.Alphabet also carved out a strong presence in cloud computing. Google Cloud Platform (GCP) currently ranks a distant third in cloud infrastructure market share, but Gartner recently noted that \"GCP had both the highest percentage of revenue gains and improvements\" across critical CIPS capabilities of any provider during the past year. That puts GCP on track to gain market share in the future.Looking ahead, the bull case is clear: As a key player in digital advertising and cloud computing, two large and expanding markets, Alphabet is well positioned to grow. As a result, I share hedge fund manager Chris Hohn's optimistic outlook. With shares of Alphabet trading at 4.7 times sales -- a discount to the five-year average of 6.5 times sales -- investors should consider buying this growth stock today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941956743,"gmtCreate":1679927518482,"gmtModify":1679927521140,"author":{"id":"4101430545345510","authorId":"4101430545345510","name":"lil jer","avatar":"https://static.tigerbbs.com/e99a49e5ef432b64585947746f7fa309","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101430545345510","authorIdStr":"4101430545345510"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$ </a>&nbsp;yay!&nbsp;","listText":"<a href=\"https://ttm.financial/S/T\">$AT&amp;T Inc(T)$ </a>&nbsp;yay!&nbsp;","text":"$AT&T Inc(T)$ yay!","images":[{"img":"https://community-static.tradeup.com/news/af4937b4b4c1d8fbf87a02e045177adf","width":"1080","height":"2504"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941956743","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}