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2023-07-31

$KEPPEL CORPORATION LIMITED(BN4.SI)$ Wow... 👍🏻👍🏻

2023-01-29

What...

Intel's "Historic Collapse" Erases $8 Billion From Market Value

2022-12-29

Interesting.... whats your take?!

Cathie Wood Loads Up Another $2M In Tesla While Elon Musk Urges Employees To Look Beyond Stock Plunge

2022-12-25

Oooo is that so

2 Reasons Amazon Stock Could Keep Tumbling

2022-11-17

$SINGAPORE AIRLINES LTD(C6L.SI)$ Travel recovery beneficiary

2022-11-14

$KEPPEL CORPORATION LIMITED(BN4.SI)$

2022-11-14

$DBS GROUP HOLDINGS LTD(D05.SI)$ I am invested and happy👍🏻

2022-11-04

$Microsoft(MSFT)$Wahhh....

2022-11-04

$PING AN(02318)$

2022-11-03

$SPDR S&P 500 ETF Trust(SPY)$

2022-11-02

$NVIDIA Corp(NVDA)$

2022-11-01

$Tesla Motors(TSLA)$

2022-10-31

Yup tech companies gonna drag

Rate Squeeze Punishes Once-Triumphant Tech Stocks

2022-10-31

So many articles pushing Amazon

Finding the Best Stocks to Buy Amid Market Volatility

2022-10-31

$UNITED OVERSEAS BANK LIMITED(U11.SI)$Well look at that sharp pick up peepo!

2022-10-30

$Apple(AAPL)$Steady

2022-10-30

I am not so sure man... the recommendations hmm....

The 7 Best Tech Stocks to Buy in November

2022-10-28

investors are happy

UOB Shares Gain as Record Profit Tops Analyst Estimates

2022-10-23

Interesting

Fed Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes

2022-10-22

"Close to bottom, ready for a come back" are you sure... so many challenges in the macro environment[Glance]

Nvidia’s Business "Very Close to the Bottom," Says Analyst

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$&nbsp;</a>Wow... 👍🏻👍🏻","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$&nbsp;</a>Wow... 👍🏻👍🏻","text":"$KEPPEL CORPORATION LIMITED(BN4.SI)$ Wow... 👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203962181971992","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952767768,"gmtCreate":1675002752754,"gmtModify":1676538970030,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"What...","listText":"What...","text":"What...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952767768","repostId":"1169698830","repostType":4,"repost":{"id":"1169698830","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":1674863543,"share":"https://ttm.financial/m/news/1169698830?lang=&edition=fundamental","pubTime":"2023-01-28 07:52","market":"us","language":"en","title":"Intel's \"Historic Collapse\" Erases $8 Billion From Market Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1169698830","media":"Reuters","summary":"Jan 27 (Reuters) - Intel Corp(INTC.O)saw about $8 billion wiped off its market value on Friday after","content":"<html><head></head><body><p>Jan 27 (Reuters) - Intel Corp(INTC.O)saw about $8 billion wiped off its market value on Friday after the U.S. chipmaker stumped Wall Street with dismal earnings projections, fanning fears around a slump in the personal-computer market.</p><p>The company predicted a surprise loss for the first quarter and its revenue forecast was $3 billion below estimates as it also struggled with slowing growth in the data center business.</p><p>Intel shares closed 6.4% lower, while rival Advanced Micro Devices(AMD.O)and Nvidia(NVDA.O)ended the session up 0.3% and 2.8%, respectively. Intel supplier KLA Corp(KLAC.O)settled 6.9% lower after itsdismal forecast.</p><p>&#34;No words can portray or explain the historic collapse of Intel,&#34; said Rosenblatt Securities&#39; Hans Mosesmann, who was among the 21 analysts to cut their price targets on the stock.<img src=\"https://static.tigerbbs.com/6dce497c5446f616a0a30027ce9fac8e\" tg-width=\"1932\" tg-height=\"1356\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Reuters Graphics Reuters Graphics</p><p>The poor outlook underscored the challenges facing Chief Executive Pat Gelsinger as he tries to reestablish Intel&#39;s dominance of the sector by expanding contract manufacturing and building new factories in the United States and Europe.</p><p>The company has been steadily losing market share to rivals like AMD, which has used contract chipmakers such as Taiwan-based TSMC(2330.TW)to make chips that outpace Intel&#39;s technology.<img src=\"https://static.tigerbbs.com/a07f212f4131398eeb7633aaec2f3e41\" tg-width=\"5766\" tg-height=\"3849\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>&#34;AMD&#39;s Genoa and Bergamo (data center) chips have a strong price-performance advantage compared to Intel&#39;s Sapphire Rapids processors, which should drive further AMD share gains,&#34; said Matt Wegner, analyst at YipitData.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02a7005640ec2216c92a7a9464ce03f7\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>AMD set to overtake Intel in market cap, again AMD set to overtake Intel in market cap, again</span></p><p>Analysts said that puts Intel at a disadvantage even when the data center market bottoms out, expected in the second half of 2022, as the company would have lost even more share by then.</p><p>&#34;It is now clear why Intel needs to cut so much cost as the company&#39;s original plans prove to be fantasy,&#34; brokerage Bernstein said.</p><p>&#34;The magnitude of the deterioration is stunning, and brings potential concern to the company&#39;s cash position over time.&#34;</p><p>Intel, which plans to cut $3 billion in costs this year, generated $7.7 billion in cash from operations in the fourth quarter and paid dividends of $1.5 billion.</p><p>With capital expenditure estimated to be around $20 billion in 2023, analysts said the company should consider cutting its dividend.</p><p><img src=\"https://static.tigerbbs.com/29ec1c50eba2fa6a5d3dd1e1bfcc879d\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Reuters Graphics</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>Intel's \"Historic Collapse\" Erases $8 Billion From Market Value</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\">\nIntel's \"Historic Collapse\" Erases $8 Billion From Market Value\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\">2023-01-28 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 27 (Reuters) - Intel Corp(INTC.O)saw about $8 billion wiped off its market value on Friday after the U.S. chipmaker stumped Wall Street with dismal earnings projections, fanning fears around a slump in the personal-computer market.</p><p>The company predicted a surprise loss for the first quarter and its revenue forecast was $3 billion below estimates as it also struggled with slowing growth in the data center business.</p><p>Intel shares closed 6.4% lower, while rival Advanced Micro Devices(AMD.O)and Nvidia(NVDA.O)ended the session up 0.3% and 2.8%, respectively. Intel supplier KLA Corp(KLAC.O)settled 6.9% lower after itsdismal forecast.</p><p>&#34;No words can portray or explain the historic collapse of Intel,&#34; said Rosenblatt Securities&#39; Hans Mosesmann, who was among the 21 analysts to cut their price targets on the stock.<img src=\"https://static.tigerbbs.com/6dce497c5446f616a0a30027ce9fac8e\" tg-width=\"1932\" tg-height=\"1356\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Reuters Graphics Reuters Graphics</p><p>The poor outlook underscored the challenges facing Chief Executive Pat Gelsinger as he tries to reestablish Intel&#39;s dominance of the sector by expanding contract manufacturing and building new factories in the United States and Europe.</p><p>The company has been steadily losing market share to rivals like AMD, which has used contract chipmakers such as Taiwan-based TSMC(2330.TW)to make chips that outpace Intel&#39;s technology.<img src=\"https://static.tigerbbs.com/a07f212f4131398eeb7633aaec2f3e41\" tg-width=\"5766\" tg-height=\"3849\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>&#34;AMD&#39;s Genoa and Bergamo (data center) chips have a strong price-performance advantage compared to Intel&#39;s Sapphire Rapids processors, which should drive further AMD share gains,&#34; said Matt Wegner, analyst at YipitData.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02a7005640ec2216c92a7a9464ce03f7\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>AMD set to overtake Intel in market cap, again AMD set to overtake Intel in market cap, again</span></p><p>Analysts said that puts Intel at a disadvantage even when the data center market bottoms out, expected in the second half of 2022, as the company would have lost even more share by then.</p><p>&#34;It is now clear why Intel needs to cut so much cost as the company&#39;s original plans prove to be fantasy,&#34; brokerage Bernstein said.</p><p>&#34;The magnitude of the deterioration is stunning, and brings potential concern to the company&#39;s cash position over time.&#34;</p><p>Intel, which plans to cut $3 billion in costs this year, generated $7.7 billion in cash from operations in the fourth quarter and paid dividends of $1.5 billion.</p><p>With capital expenditure estimated to be around $20 billion in 2023, analysts said the company should consider cutting its dividend.</p><p><img src=\"https://static.tigerbbs.com/29ec1c50eba2fa6a5d3dd1e1bfcc879d\" tg-width=\"1320\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Reuters Graphics</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169698830","content_text":"Jan 27 (Reuters) - Intel Corp(INTC.O)saw about $8 billion wiped off its market value on Friday after the U.S. chipmaker stumped Wall Street with dismal earnings projections, fanning fears around a slump in the personal-computer market.The company predicted a surprise loss for the first quarter and its revenue forecast was $3 billion below estimates as it also struggled with slowing growth in the data center business.Intel shares closed 6.4% lower, while rival Advanced Micro Devices(AMD.O)and Nvidia(NVDA.O)ended the session up 0.3% and 2.8%, respectively. Intel supplier KLA Corp(KLAC.O)settled 6.9% lower after itsdismal forecast.\"No words can portray or explain the historic collapse of Intel,\" said Rosenblatt Securities' Hans Mosesmann, who was among the 21 analysts to cut their price targets on the stock.Reuters Graphics Reuters GraphicsThe poor outlook underscored the challenges facing Chief Executive Pat Gelsinger as he tries to reestablish Intel's dominance of the sector by expanding contract manufacturing and building new factories in the United States and Europe.The company has been steadily losing market share to rivals like AMD, which has used contract chipmakers such as Taiwan-based TSMC(2330.TW)to make chips that outpace Intel's technology.\"AMD's Genoa and Bergamo (data center) chips have a strong price-performance advantage compared to Intel's Sapphire Rapids processors, which should drive further AMD share gains,\" said Matt Wegner, analyst at YipitData.AMD set to overtake Intel in market cap, again AMD set to overtake Intel in market cap, againAnalysts said that puts Intel at a disadvantage even when the data center market bottoms out, expected in the second half of 2022, as the company would have lost even more share by then.\"It is now clear why Intel needs to cut so much cost as the company's original plans prove to be fantasy,\" brokerage Bernstein said.\"The magnitude of the deterioration is stunning, and brings potential concern to the company's cash position over time.\"Intel, which plans to cut $3 billion in costs this year, generated $7.7 billion in cash from operations in the fourth quarter and paid dividends of $1.5 billion.With capital expenditure estimated to be around $20 billion in 2023, analysts said the company should consider cutting its dividend.Reuters Graphics","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924499847,"gmtCreate":1672300226690,"gmtModify":1676538668420,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"Interesting.... whats your take?!&nbsp;","listText":"Interesting.... whats your take?!&nbsp;","text":"Interesting.... whats your take?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924499847","repostId":"1129727759","repostType":4,"repost":{"id":"1129727759","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1672284544,"share":"https://ttm.financial/m/news/1129727759?lang=&edition=fundamental","pubTime":"2022-12-29 11:29","market":"us","language":"en","title":"Cathie Wood Loads Up Another $2M In Tesla While Elon Musk Urges Employees To Look Beyond Stock Plunge","url":"https://stock-news.laohu8.com/highlight/detail?id=1129727759","media":"Benzinga","summary":"As Tesla Inc shares witnessed a surprise rebound on Wednesday, Cathie Wood-led ARK Investment Manage","content":"<html><head></head><body><p>As <b>Tesla Inc</b> shares witnessed a surprise rebound on Wednesday, <b>Cathie Wood</b>-led <b>ARK Investment Management</b> loaded up on the EV maker’s stock, having purchased 17,960 shares at an estimated valuation of over $2 million.</p><p>On Wednesday, <b>Elon Musk</b> reportedly told employees they should not be &#34;bothered by stock market craziness&#34; after the EV maker’s shares plunged nearly 70% this year on concerns over softening demand for electric vehicles and Musk&#39;s distraction following the Twitter purchase. In an email sent to staff on Wednesday which was reviewed by Reuters, Musk said he believes Tesla will be the most valuable company on earth in the long term.</p><p>The surge in the stock price follows its decline to over two-year lows on Tuesday after a report indicated the company intended to run a reduced production schedule in January at its Shanghai plant. Since mid-December, Wood’s funds have loaded up over 232,000 shares of the EV maker.</p><p>Tesla is the fifth largest holding of ARK’s flagship fund, the <b>ARK Innovation ETF</b> (ARKK), with a weight of 6% while holding the same rank in the <b>ARK Autonomous Tech. &amp; Robotics ETF</b> (ARKQ) with a weight of 6.98%, according to the latest data available on the company’s website.</p><p><b>Other Buy:</b> ARK has also loaded up on <b>Fate Therapeutics Inc</b> shares which closed Wednesday’s session 3.33% lower. ARK bought over 172,000 shares of the company at an estimated valuation of over $1.7 million.</p><p></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>Cathie Wood Loads Up Another $2M In Tesla While Elon Musk Urges Employees To Look Beyond Stock Plunge</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 Loads Up Another $2M In Tesla While Elon Musk Urges Employees To Look Beyond Stock Plunge\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-29 11:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As <b>Tesla Inc</b> shares witnessed a surprise rebound on Wednesday, <b>Cathie Wood</b>-led <b>ARK Investment Management</b> loaded up on the EV maker’s stock, having purchased 17,960 shares at an estimated valuation of over $2 million.</p><p>On Wednesday, <b>Elon Musk</b> reportedly told employees they should not be &#34;bothered by stock market craziness&#34; after the EV maker’s shares plunged nearly 70% this year on concerns over softening demand for electric vehicles and Musk&#39;s distraction following the Twitter purchase. In an email sent to staff on Wednesday which was reviewed by Reuters, Musk said he believes Tesla will be the most valuable company on earth in the long term.</p><p>The surge in the stock price follows its decline to over two-year lows on Tuesday after a report indicated the company intended to run a reduced production schedule in January at its Shanghai plant. Since mid-December, Wood’s funds have loaded up over 232,000 shares of the EV maker.</p><p>Tesla is the fifth largest holding of ARK’s flagship fund, the <b>ARK Innovation ETF</b> (ARKK), with a weight of 6% while holding the same rank in the <b>ARK Autonomous Tech. &amp; Robotics ETF</b> (ARKQ) with a weight of 6.98%, according to the latest data available on the company’s website.</p><p><b>Other Buy:</b> ARK has also loaded up on <b>Fate Therapeutics Inc</b> shares which closed Wednesday’s session 3.33% lower. ARK bought over 172,000 shares of the company at an estimated valuation of over $1.7 million.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FATE":"Fate Therapeutics Inc","ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129727759","content_text":"As Tesla Inc shares witnessed a surprise rebound on Wednesday, Cathie Wood-led ARK Investment Management loaded up on the EV maker’s stock, having purchased 17,960 shares at an estimated valuation of over $2 million.On Wednesday, Elon Musk reportedly told employees they should not be \"bothered by stock market craziness\" after the EV maker’s shares plunged nearly 70% this year on concerns over softening demand for electric vehicles and Musk's distraction following the Twitter purchase. In an email sent to staff on Wednesday which was reviewed by Reuters, Musk said he believes Tesla will be the most valuable company on earth in the long term.The surge in the stock price follows its decline to over two-year lows on Tuesday after a report indicated the company intended to run a reduced production schedule in January at its Shanghai plant. Since mid-December, Wood’s funds have loaded up over 232,000 shares of the EV maker.Tesla is the fifth largest holding of ARK’s flagship fund, the ARK Innovation ETF (ARKK), with a weight of 6% while holding the same rank in the ARK Autonomous Tech. & Robotics ETF (ARKQ) with a weight of 6.98%, according to the latest data available on the company’s website.Other Buy: ARK has also loaded up on Fate Therapeutics Inc shares which closed Wednesday’s session 3.33% lower. ARK bought over 172,000 shares of the company at an estimated valuation of over $1.7 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925372344,"gmtCreate":1671940140489,"gmtModify":1676538613601,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"Oooo is that so","listText":"Oooo is that so","text":"Oooo is that so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925372344","repostId":"2293294521","repostType":4,"repost":{"id":"2293294521","pubTimestamp":1671932522,"share":"https://ttm.financial/m/news/2293294521?lang=&edition=fundamental","pubTime":"2022-12-25 09:42","market":"us","language":"en","title":"2 Reasons Amazon Stock Could Keep Tumbling","url":"https://stock-news.laohu8.com/highlight/detail?id=2293294521","media":"Motley Fool","summary":"A lot could go wrong for the tech giant in 2023.","content":"<html><head></head><body><p>Shares of e-commerce and cloud-computing juggernaut <b>Amazon</b> have crashed more than 50% since peaking in late 2021. Amazon&#39;s market capitalization has tumbled below $1 trillion, and while revenue continues to grow, profit and free cash flow have fallen off a cliff. For the trailing-12-month period, even the most optimistic measure of free cash flow that Amazon reports was a loss of $19.7 billion.</p><p>While some might be betting on a comeback for the stock, there are a few reasons to believe that it will continue to come under pressure in 2023. While it&#39;s hard to say whether Amazon is a good long-term investment, it looks pretty dicey in the short term. Here&#39;s why.</p><h2>1. A struggling retail business</h2><p>The retail side of Amazon -- which includes direct sales, the third-party seller business, Prime, advertising, and essentially everything that&#39;s not Amazon Web Services (AWS) -- is having some issues.</p><p>The company overbuilt during the pandemic as it raced to meet intense demand, and now it&#39;s dealing with too much capacity, an uneven consumer spending environment, and competition from traditional retailers like <b>Walmart</b> and <b>Target </b>that spent the pandemic investing heavily in e-commerce.</p><p>Amazon&#39;s North America and International segments combined to produce more than $300 billion of revenue through the first nine months of 2022, but both segments lost money on an operating basis. Between them, Amazon booked an operating loss of more than $8.1 billion.</p><p>During that nine-month period, those two segments included $9.5 billion of advertising revenue, which is presumably a high-margin revenue stream; $8.9 billion in subscription-services revenue like Prime, and $28.7 billion of revenue from third-party seller services. Those sources are growing faster than revenue from online sales, and yet both segments are now posting large losses.</p><p>Amazon&#39;s fast-growing advertising business gets a lot of attention, but it hasn&#39;t improved the bottom line at all. It doesn&#39;t make sense, in my opinion, to treat Amazon&#39;s advertising operations as a distinct business because it&#39;s intimately tied to the retail business. All that advertising revenue appears to just be subsidizing losses elsewhere.</p><p>It&#39;s great that Amazon figured out how to generate billions in advertising revenue, but ads have done absolutely nothing to improve the profitability of its retail business. As consumers pull back, Amazon&#39;s retail business might be a drag on profits throughout much of 2023.</p><h2>2. A potential AWS slowdown</h2><p>AWS is an incredible business. It&#39;s the dominant provider of cloud infrastructure services, and is still growing quickly and producing sky-high profit margins. In the first nine months of 2022, AWS revenue jumped 32% to $58.7 billion, and operating income soared 30% to $17.6 billion.</p><p>In the long run, the cloud infrastructure industry should continue to grow at a healthy clip. On top of newer companies being cloud-first as a matter of course, large enterprises have plenty of on-premises workloads that could be shifted to the cloud over time. AWS is tailor-made for the largest enterprises, and it will likely win a lion&#39;s share of those deals.</p><p>In the shorter term, however, a slowdown is a distinct possibility. A potential recession next year will put many companies into cost-cutting or survival mode. Start-ups that previously didn&#39;t worry about soaring cloud-computing bills will start taking a closer look and work to optimize costs. Enterprises that love to talk about &#34;digital transformation&#34; will slow down or put those plans on hold.</p><p>Amazon&#39;s market capitalization -- nearly $900 billion -- is largely based on the assumption of continued rapid growth and strong profitability of AWS. If that growth slows and margins contract as companies slash costs, the stock market could rethink the company&#39;s premium valuation. The stock is already down more than 50% from its all-time high, but the valuation is still extreme.</p><p>Based on the average analyst estimate for 2023, Amazon stock trades for more than 50 times earnings. That estimate has wide error bars, but it&#39;s hard to argue that the stock is cheap. If AWS shows signs of slowing demand in the next few quarters, the bottom for the shares could be quite a bit lower.</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 Reasons Amazon Stock Could Keep Tumbling</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 Reasons Amazon Stock Could Keep Tumbling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-25 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/24/2-reasons-amazon-stock-could-keep-tumbling/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of e-commerce and cloud-computing juggernaut Amazon have crashed more than 50% since peaking in late 2021. Amazon's market capitalization has tumbled below $1 trillion, and while revenue ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/24/2-reasons-amazon-stock-could-keep-tumbling/\">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"},"source_url":"https://www.fool.com/investing/2022/12/24/2-reasons-amazon-stock-could-keep-tumbling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293294521","content_text":"Shares of e-commerce and cloud-computing juggernaut Amazon have crashed more than 50% since peaking in late 2021. Amazon's market capitalization has tumbled below $1 trillion, and while revenue continues to grow, profit and free cash flow have fallen off a cliff. For the trailing-12-month period, even the most optimistic measure of free cash flow that Amazon reports was a loss of $19.7 billion.While some might be betting on a comeback for the stock, there are a few reasons to believe that it will continue to come under pressure in 2023. While it's hard to say whether Amazon is a good long-term investment, it looks pretty dicey in the short term. Here's why.1. A struggling retail businessThe retail side of Amazon -- which includes direct sales, the third-party seller business, Prime, advertising, and essentially everything that's not Amazon Web Services (AWS) -- is having some issues.The company overbuilt during the pandemic as it raced to meet intense demand, and now it's dealing with too much capacity, an uneven consumer spending environment, and competition from traditional retailers like Walmart and Target that spent the pandemic investing heavily in e-commerce.Amazon's North America and International segments combined to produce more than $300 billion of revenue through the first nine months of 2022, but both segments lost money on an operating basis. Between them, Amazon booked an operating loss of more than $8.1 billion.During that nine-month period, those two segments included $9.5 billion of advertising revenue, which is presumably a high-margin revenue stream; $8.9 billion in subscription-services revenue like Prime, and $28.7 billion of revenue from third-party seller services. Those sources are growing faster than revenue from online sales, and yet both segments are now posting large losses.Amazon's fast-growing advertising business gets a lot of attention, but it hasn't improved the bottom line at all. It doesn't make sense, in my opinion, to treat Amazon's advertising operations as a distinct business because it's intimately tied to the retail business. All that advertising revenue appears to just be subsidizing losses elsewhere.It's great that Amazon figured out how to generate billions in advertising revenue, but ads have done absolutely nothing to improve the profitability of its retail business. As consumers pull back, Amazon's retail business might be a drag on profits throughout much of 2023.2. A potential AWS slowdownAWS is an incredible business. It's the dominant provider of cloud infrastructure services, and is still growing quickly and producing sky-high profit margins. In the first nine months of 2022, AWS revenue jumped 32% to $58.7 billion, and operating income soared 30% to $17.6 billion.In the long run, the cloud infrastructure industry should continue to grow at a healthy clip. On top of newer companies being cloud-first as a matter of course, large enterprises have plenty of on-premises workloads that could be shifted to the cloud over time. AWS is tailor-made for the largest enterprises, and it will likely win a lion's share of those deals.In the shorter term, however, a slowdown is a distinct possibility. A potential recession next year will put many companies into cost-cutting or survival mode. Start-ups that previously didn't worry about soaring cloud-computing bills will start taking a closer look and work to optimize costs. Enterprises that love to talk about \"digital transformation\" will slow down or put those plans on hold.Amazon's market capitalization -- nearly $900 billion -- is largely based on the assumption of continued rapid growth and strong profitability of AWS. If that growth slows and margins contract as companies slash costs, the stock market could rethink the company's premium valuation. The stock is already down more than 50% from its all-time high, but the valuation is still extreme.Based on the average analyst estimate for 2023, Amazon stock trades for more than 50 times earnings. That estimate has wide error bars, but it's hard to argue that the stock is cheap. If AWS shows signs of slowing demand in the next few quarters, the bottom for the shares could be quite a bit lower.","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963687147,"gmtCreate":1668663712989,"gmtModify":1676538093379,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Travel recovery beneficiary","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Travel recovery beneficiary","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$ Travel recovery 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href=\"https://ttm.financial/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>I am invested and happy👍🏻","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$ I am invested and happy👍🏻","images":[{"img":"https://community-static.tradeup.com/news/b50ccf562e3978fb7015c174db90572f","width":"1125","height":"2377"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969894041","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9984153075,"gmtCreate":1667573794297,"gmtModify":1676537939711,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v data-views=\"0\"></v-v>Wahhh....","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a><v-v 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data-views=\"1\"></v-v>","text":"$PING AN(02318)$","images":[{"img":"https://community-static.tradeup.com/news/6d6f1f6886395a3faa9288cf5e94d9b7","width":"1125","height":"2585"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984328684","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9984014357,"gmtCreate":1667488241080,"gmtModify":1676537926558,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF 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Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/14a5e197c5cfaa6ae0451cb39584b971","width":"1125","height":"2377"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985331369","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9982249915,"gmtCreate":1667193858037,"gmtModify":1676537874855,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"Yup tech companies gonna drag","listText":"Yup tech companies gonna drag","text":"Yup tech companies gonna drag","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982249915","repostId":"2279812619","repostType":4,"repost":{"id":"2279812619","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":1667179781,"share":"https://ttm.financial/m/news/2279812619?lang=&edition=fundamental","pubTime":"2022-10-31 09:29","market":"us","language":"en","title":"Rate Squeeze Punishes Once-Triumphant Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2279812619","media":"Dow Jones","summary":"Shares of the largest U.S. technology firms have fallen out of favor in the most pronounced way sinc","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b50bce2e687a573b943ae012f3a4a897\" tg-width=\"860\" tg-height=\"573\" width=\"100%\" height=\"auto\"/></p><p>Shares of the largest U.S. technology firms have fallen out of favor in the most pronounced way since the 2000 tech bubble, victims of a shift in investors&#39; tastes inspired by rising interest rates.</p><p>The 2022 market bust has turned the popular &#34; FAANG trade&#34; -- the practice of buying fast-growing technology titans such as Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- into a pumpkin. Of those five companies, only Apple, down 12% this year, has outpaced the Nasdaq Composite Index&#39;s 29% decline.</p><p>For years, portfolio managers were willing to overlook the occasional blemish in the tech giants&#39; quarterly results, reasoning that there were few alternatives at a time of generally slow economic expansion. That sort of patience has evaporated this year, as investors in Meta in particular can attest following the past week&#39;s earnings-driven rout.</p><p>&#34;There was rampant speculation in the sector,&#34; said Rupal Bhansali, chief investment officer and portfolio manager of global equity strategies at Ariel Investments. With rising rates, &#34;people come back to their senses and realize we need to be more circumspect.&#34;</p><p><img src=\"https://static.tigerbbs.com/7d18116e92f987f518d569a514d9e5ac\" tg-width=\"675\" tg-height=\"459\" width=\"100%\" height=\"auto\"/></p><p>The Nasdaq index&#39;s value has dropped this year by some $8 trillion. That compares with around $5 trillion over three years in the 2000-2002 rout, a sum that would be worth about $8.6 trillion today. Technology shares have led the 2022 market decline, unlike the 2007-2009 downtown when the worst selling was in financials and housing-related shares.</p><p>In the years after the financial crisis, tech stocks seemed to go only up, notching nearly a decade of mammoth returns that drew in even more buyers. During the pandemic bust and boom in 2020 and 2021, the companies appeared immune to economic distress while fully enjoying the benefits of reopening.</p><p>That all changed this year, with the Federal Reserve&#39;s determination to break inflation. Rising rates have left tech executives and investors navigating a starkly different market environment, one that favors investments that generate cash for the holder now.</p><p>Companies including Apple, Amazon, Meta, Microsoft Corp. and Tesla Inc. have figured most in the S&amp;P 500&#39;s roughly 19% fall through Thursday, according to S&amp;P Dow Jones Indices, while shares of energy firms have risen. Meta is trading at levels not seen since 2016.</p><p>Wall Street expects more damage ahead. Analysts&#39; estimates for fourth-quarter earnings from firms in the S&amp;P 500&#39;s communication-services sector -- home to the parents of Facebook and Google -- have fallen more than for any group since the end of June, according to FactSet. Stocks in the sector are on pace for their worst year in more than two decades.</p><p>At the start of the year, Meta was one of the 10 biggest companies in the S&amp;P 500. Today, it isn&#39;t even in the top 20, with companies such as Chevron Corp. and Bank of America Corp. overtaking it.</p><p>&#34;What do you pay for a growth stock that&#39;s not growing the same way any more?&#34; said Ron Saba, a senior portfolio manager at Horizon Investments.</p><p>Mr. Saba said his firm is focusing on so-called value stocks, those deemed by investors to be trading below a measure of their net worth, and shares of economically sensitive companies such as manufacturing firms. He is particularly bullish on industrials, utilities and energy stocks, the types of companies that helped push the Dow Jones Industrial Average 5.7% higher over the past week, outpacing the S&amp;P 500.</p><p>In addition to navigating rising rates and high valuations, tech executives have been grappling with a soaring U.S. dollar, consumers whose spending power is pinched by inflation and the possibility of an economic slowdown. Intel Corp. this past week announced plans to trim costs by $3 billion next year.</p><p>Ms. Bhansali of Ariel Investments said many companies in the technology sector took their cues from investors and overspent in recent years. She thinks they will now have to adjust and still doesn&#39;t think it is a good time to invest in stocks such as Meta and Alphabet because they will likely be hurt by declining advertising revenue.</p><p>Some tech heavyweights still appear expensive despite this year&#39;s sharp pullback, analysts said. Amazon shares are trading with a price/earnings ratio of roughly 65 times projected earnings over the next 12 months, according to FactSet. The S&amp;P 500 trades at around 16 times projected earnings.</p><p>Right now, Ms. Bhansali favors companies that offer steady payouts to investors through dividends as well as those with recurring revenue through subscription services. She is also looking at telecom companies, with the thinking that consumers likely won&#39;t stop paying their mobile-phone bills during a recession.</p><p>Some companies&#39; spending is facing increased scrutiny. After Meta forecast capital spending of more than $30 billion, primarily for artificial-intelligence investments, analysts on the company&#39;s earnings call pressed executives on how the expenses would pay off.</p><p>Meta Platforms Chief Executive Mark Zuckerberg expressed confidence that his initiatives would reward shareholders who showed patience. The next day, Meta&#39;s stock dropped 25%.</p><p>To be sure, not all quarterly results have been a disaster. Apple reported record revenue in its September quarter, and its shares rallied 7.6%.</p><p>Others are hanging on. David Jeffress, a portfolio manager at Laffer Tengler Investments, said his firm didn&#39;t trim its Microsoft stake even after the company reported its weakest revenue growth in over five years. He sees underappreciated opportunities in subscription-based revenue segments such as Microsoft Teams, LinkedIn and gaming.</p><p>&#34;Selling at this point would be giving the stock away,&#34; said Mr. Jeffress.</p><p>But plenty of investors aren&#39;t showing the same sort of resolve. <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. shares fell 28% in a day this month after the company posted its weakest sales performance since coming public, leaving the stock down 79% for 2022.</p><p>Earlier this year, executives decided to discontinue a flying selfie camera known as the Pixy just months after unveiling it. Asked about the decision at The Wall Street Journal&#39;s Tech Live conference this past week, Chief Executive Evan Spiegel responded that &#34;it is a fabulous and low-margin product in a world of 5% rates.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rate Squeeze Punishes Once-Triumphant Tech Stocks</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\">\nRate Squeeze Punishes Once-Triumphant Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-31 09:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b50bce2e687a573b943ae012f3a4a897\" tg-width=\"860\" tg-height=\"573\" width=\"100%\" height=\"auto\"/></p><p>Shares of the largest U.S. technology firms have fallen out of favor in the most pronounced way since the 2000 tech bubble, victims of a shift in investors&#39; tastes inspired by rising interest rates.</p><p>The 2022 market bust has turned the popular &#34; FAANG trade&#34; -- the practice of buying fast-growing technology titans such as Facebook owner <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- into a pumpkin. Of those five companies, only Apple, down 12% this year, has outpaced the Nasdaq Composite Index&#39;s 29% decline.</p><p>For years, portfolio managers were willing to overlook the occasional blemish in the tech giants&#39; quarterly results, reasoning that there were few alternatives at a time of generally slow economic expansion. That sort of patience has evaporated this year, as investors in Meta in particular can attest following the past week&#39;s earnings-driven rout.</p><p>&#34;There was rampant speculation in the sector,&#34; said Rupal Bhansali, chief investment officer and portfolio manager of global equity strategies at Ariel Investments. With rising rates, &#34;people come back to their senses and realize we need to be more circumspect.&#34;</p><p><img src=\"https://static.tigerbbs.com/7d18116e92f987f518d569a514d9e5ac\" tg-width=\"675\" tg-height=\"459\" width=\"100%\" height=\"auto\"/></p><p>The Nasdaq index&#39;s value has dropped this year by some $8 trillion. That compares with around $5 trillion over three years in the 2000-2002 rout, a sum that would be worth about $8.6 trillion today. Technology shares have led the 2022 market decline, unlike the 2007-2009 downtown when the worst selling was in financials and housing-related shares.</p><p>In the years after the financial crisis, tech stocks seemed to go only up, notching nearly a decade of mammoth returns that drew in even more buyers. During the pandemic bust and boom in 2020 and 2021, the companies appeared immune to economic distress while fully enjoying the benefits of reopening.</p><p>That all changed this year, with the Federal Reserve&#39;s determination to break inflation. Rising rates have left tech executives and investors navigating a starkly different market environment, one that favors investments that generate cash for the holder now.</p><p>Companies including Apple, Amazon, Meta, Microsoft Corp. and Tesla Inc. have figured most in the S&amp;P 500&#39;s roughly 19% fall through Thursday, according to S&amp;P Dow Jones Indices, while shares of energy firms have risen. Meta is trading at levels not seen since 2016.</p><p>Wall Street expects more damage ahead. Analysts&#39; estimates for fourth-quarter earnings from firms in the S&amp;P 500&#39;s communication-services sector -- home to the parents of Facebook and Google -- have fallen more than for any group since the end of June, according to FactSet. Stocks in the sector are on pace for their worst year in more than two decades.</p><p>At the start of the year, Meta was one of the 10 biggest companies in the S&amp;P 500. Today, it isn&#39;t even in the top 20, with companies such as Chevron Corp. and Bank of America Corp. overtaking it.</p><p>&#34;What do you pay for a growth stock that&#39;s not growing the same way any more?&#34; said Ron Saba, a senior portfolio manager at Horizon Investments.</p><p>Mr. Saba said his firm is focusing on so-called value stocks, those deemed by investors to be trading below a measure of their net worth, and shares of economically sensitive companies such as manufacturing firms. He is particularly bullish on industrials, utilities and energy stocks, the types of companies that helped push the Dow Jones Industrial Average 5.7% higher over the past week, outpacing the S&amp;P 500.</p><p>In addition to navigating rising rates and high valuations, tech executives have been grappling with a soaring U.S. dollar, consumers whose spending power is pinched by inflation and the possibility of an economic slowdown. Intel Corp. this past week announced plans to trim costs by $3 billion next year.</p><p>Ms. Bhansali of Ariel Investments said many companies in the technology sector took their cues from investors and overspent in recent years. She thinks they will now have to adjust and still doesn&#39;t think it is a good time to invest in stocks such as Meta and Alphabet because they will likely be hurt by declining advertising revenue.</p><p>Some tech heavyweights still appear expensive despite this year&#39;s sharp pullback, analysts said. Amazon shares are trading with a price/earnings ratio of roughly 65 times projected earnings over the next 12 months, according to FactSet. The S&amp;P 500 trades at around 16 times projected earnings.</p><p>Right now, Ms. Bhansali favors companies that offer steady payouts to investors through dividends as well as those with recurring revenue through subscription services. She is also looking at telecom companies, with the thinking that consumers likely won&#39;t stop paying their mobile-phone bills during a recession.</p><p>Some companies&#39; spending is facing increased scrutiny. After Meta forecast capital spending of more than $30 billion, primarily for artificial-intelligence investments, analysts on the company&#39;s earnings call pressed executives on how the expenses would pay off.</p><p>Meta Platforms Chief Executive Mark Zuckerberg expressed confidence that his initiatives would reward shareholders who showed patience. The next day, Meta&#39;s stock dropped 25%.</p><p>To be sure, not all quarterly results have been a disaster. Apple reported record revenue in its September quarter, and its shares rallied 7.6%.</p><p>Others are hanging on. David Jeffress, a portfolio manager at Laffer Tengler Investments, said his firm didn&#39;t trim its Microsoft stake even after the company reported its weakest revenue growth in over five years. He sees underappreciated opportunities in subscription-based revenue segments such as Microsoft Teams, LinkedIn and gaming.</p><p>&#34;Selling at this point would be giving the stock away,&#34; said Mr. Jeffress.</p><p>But plenty of investors aren&#39;t showing the same sort of resolve. <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. shares fell 28% in a day this month after the company posted its weakest sales performance since coming public, leaving the stock down 79% for 2022.</p><p>Earlier this year, executives decided to discontinue a flying selfie camera known as the Pixy just months after unveiling it. Asked about the decision at The Wall Street Journal&#39;s Tech Live conference this past week, Chief Executive Evan Spiegel responded that &#34;it is a fabulous and low-margin product in a world of 5% rates.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","OEX":"标普100","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","LU0238689110.USD":"贝莱德环球动力股票基金","BK4514":"搜索引擎","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SPY":"标普500ETF","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4553":"喜马拉雅资本持仓","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BOLT":"Bolt Biotherapeutics, Inc.","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4566":"资本集团","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","BK4577":"网络游戏","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4077":"互动媒体与服务","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","SH":"标普500反向ETF","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","BK4503":"景林资产持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4551":"寇图资本持仓","IVV":"标普500指数ETF","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279812619","content_text":"Shares of the largest U.S. technology firms have fallen out of favor in the most pronounced way since the 2000 tech bubble, victims of a shift in investors' tastes inspired by rising interest rates.The 2022 market bust has turned the popular \" FAANG trade\" -- the practice of buying fast-growing technology titans such as Facebook owner Meta Platforms Inc., Apple Inc., Amazon.com Inc., Netflix Inc. and Google parent Alphabet Inc. -- into a pumpkin. Of those five companies, only Apple, down 12% this year, has outpaced the Nasdaq Composite Index's 29% decline.For years, portfolio managers were willing to overlook the occasional blemish in the tech giants' quarterly results, reasoning that there were few alternatives at a time of generally slow economic expansion. That sort of patience has evaporated this year, as investors in Meta in particular can attest following the past week's earnings-driven rout.\"There was rampant speculation in the sector,\" said Rupal Bhansali, chief investment officer and portfolio manager of global equity strategies at Ariel Investments. With rising rates, \"people come back to their senses and realize we need to be more circumspect.\"The Nasdaq index's value has dropped this year by some $8 trillion. That compares with around $5 trillion over three years in the 2000-2002 rout, a sum that would be worth about $8.6 trillion today. Technology shares have led the 2022 market decline, unlike the 2007-2009 downtown when the worst selling was in financials and housing-related shares.In the years after the financial crisis, tech stocks seemed to go only up, notching nearly a decade of mammoth returns that drew in even more buyers. During the pandemic bust and boom in 2020 and 2021, the companies appeared immune to economic distress while fully enjoying the benefits of reopening.That all changed this year, with the Federal Reserve's determination to break inflation. Rising rates have left tech executives and investors navigating a starkly different market environment, one that favors investments that generate cash for the holder now.Companies including Apple, Amazon, Meta, Microsoft Corp. and Tesla Inc. have figured most in the S&P 500's roughly 19% fall through Thursday, according to S&P Dow Jones Indices, while shares of energy firms have risen. Meta is trading at levels not seen since 2016.Wall Street expects more damage ahead. Analysts' estimates for fourth-quarter earnings from firms in the S&P 500's communication-services sector -- home to the parents of Facebook and Google -- have fallen more than for any group since the end of June, according to FactSet. Stocks in the sector are on pace for their worst year in more than two decades.At the start of the year, Meta was one of the 10 biggest companies in the S&P 500. Today, it isn't even in the top 20, with companies such as Chevron Corp. and Bank of America Corp. overtaking it.\"What do you pay for a growth stock that's not growing the same way any more?\" said Ron Saba, a senior portfolio manager at Horizon Investments.Mr. Saba said his firm is focusing on so-called value stocks, those deemed by investors to be trading below a measure of their net worth, and shares of economically sensitive companies such as manufacturing firms. He is particularly bullish on industrials, utilities and energy stocks, the types of companies that helped push the Dow Jones Industrial Average 5.7% higher over the past week, outpacing the S&P 500.In addition to navigating rising rates and high valuations, tech executives have been grappling with a soaring U.S. dollar, consumers whose spending power is pinched by inflation and the possibility of an economic slowdown. Intel Corp. this past week announced plans to trim costs by $3 billion next year.Ms. Bhansali of Ariel Investments said many companies in the technology sector took their cues from investors and overspent in recent years. She thinks they will now have to adjust and still doesn't think it is a good time to invest in stocks such as Meta and Alphabet because they will likely be hurt by declining advertising revenue.Some tech heavyweights still appear expensive despite this year's sharp pullback, analysts said. Amazon shares are trading with a price/earnings ratio of roughly 65 times projected earnings over the next 12 months, according to FactSet. The S&P 500 trades at around 16 times projected earnings.Right now, Ms. Bhansali favors companies that offer steady payouts to investors through dividends as well as those with recurring revenue through subscription services. She is also looking at telecom companies, with the thinking that consumers likely won't stop paying their mobile-phone bills during a recession.Some companies' spending is facing increased scrutiny. After Meta forecast capital spending of more than $30 billion, primarily for artificial-intelligence investments, analysts on the company's earnings call pressed executives on how the expenses would pay off.Meta Platforms Chief Executive Mark Zuckerberg expressed confidence that his initiatives would reward shareholders who showed patience. The next day, Meta's stock dropped 25%.To be sure, not all quarterly results have been a disaster. Apple reported record revenue in its September quarter, and its shares rallied 7.6%.Others are hanging on. David Jeffress, a portfolio manager at Laffer Tengler Investments, said his firm didn't trim its Microsoft stake even after the company reported its weakest revenue growth in over five years. He sees underappreciated opportunities in subscription-based revenue segments such as Microsoft Teams, LinkedIn and gaming.\"Selling at this point would be giving the stock away,\" said Mr. Jeffress.But plenty of investors aren't showing the same sort of resolve. Snap Inc. shares fell 28% in a day this month after the company posted its weakest sales performance since coming public, leaving the stock down 79% for 2022.Earlier this year, executives decided to discontinue a flying selfie camera known as the Pixy just months after unveiling it. Asked about the decision at The Wall Street Journal's Tech Live conference this past week, Chief Executive Evan Spiegel responded that \"it is a fabulous and low-margin product in a world of 5% rates.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982240703,"gmtCreate":1667193826302,"gmtModify":1676537874845,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"So many articles pushing Amazon","listText":"So many articles pushing Amazon","text":"So many articles pushing Amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982240703","repostId":"1102116875","repostType":4,"repost":{"id":"1102116875","pubTimestamp":1667185298,"share":"https://ttm.financial/m/news/1102116875?lang=&edition=fundamental","pubTime":"2022-10-31 11:01","market":"us","language":"en","title":"Finding the Best Stocks to Buy Amid Market Volatility","url":"https://stock-news.laohu8.com/highlight/detail?id=1102116875","media":"InvestorPlace","summary":"The percentage of bearish investors in America has outnumbered the percentage of bullish investors b","content":"<html><head></head><body><ul><li>The percentage of bearish investors in America has outnumbered the percentage of bullish investors by more than 40%. The last time this happened was early March 2009 – the exact same week stocks bottomed after the 2008 financial crisis!</li><li>My team and I have discovered a rare stock market phenomenon that occurs about once every 10 years, and it consistently represents the best buying opportunities in U.S. stock market history.</li><li>Every time these divergences emerge, they turn into generational buying opportunities. Stock prices “snap back” to fundamental growth trends, and investors who bought the dip see their returns rocket.</li><li>Because these opportunities emerge out of fear in the markets – and because we’ve reached peak fear – we’ve concluded that this ultra-rare investment opportunity is rapidly closing shut.</li></ul><p><img src=\"https://community-static.tradeup.com/news/af966889e9ae2a4bb9a85c2b63158c22\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>It’s been a<i>crazy</i>year in the markets, huh? But what if I told you that all this craziness is actually creating <b>the opportunity of the century –</b>to snatch the best stocks to buy now at generational discounts?</p><p>You’d be skeptical. And that’s fine. Just don’t disregard me because I have a ton of data to prove that claim. <b>Today, we sit on the cusp of arguably the biggest investment opportunity in the stock market</b><b><i>ever</i></b><b>.</b></p><p>Yes, I’m aware of all the problems the world is facing today. Decades-high inflation. A U.S. Federal Reserve embarking on the most aggressive rate-hiking cycle in over 40 years. A war in Europe for the first time since World War II. The highest gas prices and grocery prices in decades. The biggest stock market crash since 2008.</p><p>Talk about unusual, volatile, <b>scary</b>.</p><p>Against that backdrop, I wouldn’t blame you for wanting to run for the hills and take cover from the storm. But the great Warren Buffett once said that it is often best to be greedy when others are fearful.</p><p><b><i>Everyone’s fearful right now.</i></b></p><p>Earlier this month, the American Association of Individual Investors’ weekly survey found that for two weeks in a row, the percentage of bearish U.S. investors outnumbered the percentage of bullish investors by more than 40%. That’s an unusually high number which marks “peak fear.” Indeed, the net bull ratio has been this low only once before, in early March 2009 –<b>the exact same week stocks bottomed after the 2008 financial crisis!</b></p><p>Let that sink in for a moment…</p><p><img src=\"https://static.tigerbbs.com/4d988db762f0e0c5b51bb755da10965c\" tg-width=\"624\" tg-height=\"281\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>There’s nothing but fear out there. Buffett would tell us to get greedy here. But should we heed those words of advice?</p><p><b>Absolutely</b>.</p><h2>Fear Can Be a Good Thing?</h2><p>Over the past several months, my team and I have been studying the intricacies of stock market crashes throughout the history of modern capitalism – and we discovered something amazing.</p><p>Specifically, we’ve discovered a rare<b>stock market phenomenon</b>that occurs about once every 10 years. And it consistently represents the best buying opportunities in U.S. stock market history.</p><p>More than that, we figured out how to quantitatively identify this phenomenon. Yes,  we have<i>engineered</i>a way to take advantage of it for massive profits.</p><p>Well, folks, guess what’s happening right now?</p><p><b>This ultra-rare stock market phenomenon has emerged.</b>And our models are flashing bright “Buy<i>”</i>signals.</p><p>I know. That may sound pretty counterintuitive, considering what’s going on in the market right now.</p><p>But these are truly the best stocks to buy now. And I’m staking my career on this claim – because it’s really not an opinion. It’s a fact. Backed by data, history, statistics and mathematics. Backed by the biggest market phenomenon in history.</p><p>So, I repeat: <b>We stand on the cusp of an opportunity of a lifetime</b>.</p><p>By now, you’re probably asking:<i>OK, Luke, you have my attention…but where’s the proof?</i></p><p>Glad you asked because I have lots of that. Let’s take a deep look.</p><h2>Stock Prices Follow Fundamentals</h2><p>To understand the unique phenomenon my team and I have identified, we need to first understand the behavior patterns of stocks.</p><p>In the short term, stocks are driven by myriad factors. These include geopolitics, interest rate,. inflation, elections, recession fears, and so on.</p><p>Big picture, however, stocks are driven by one thing and one thing only:<b>fundamentals</b>.</p><p>That is, at the end of the day,<b><i>revenues</i></b>and<b><i>earnings</i></b>drive stock prices. If a company’s revenues and earnings trend upward over time, then the company’s stock price will follow suit. Conversely, if a company’s revenues and earnings trend downward over time, then the company’s stock price will drop.</p><p>That may sound like an oversimplification. But, honestly,<b><i>it’s not</i></b>.</p><p>Just look at the following chart. It graphs the earnings per share of the<b>S&amp;P 500</b>(the blue line) alongside the price of the S&amp;P 500 (the orange line) from 1988 to 2022.</p><p><img src=\"https://static.tigerbbs.com/5c3db1778b40f6c94d92cc6d89e4c2cc\" tg-width=\"2147\" tg-height=\"1282\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>As you can see, the blue line (earnings per share) lines up almost perfectly with the orange line (price). The two could not be more strongly correlated. Indeed, the mathematical correlation between the two is<b>0.93</b>. That’s incredibly strong. A perfect correlation is 1. A perfect anti-correlation is -1.</p><p>Therefore, <b>the historical correlation between earnings and stock prices is about as perfectly correlated as anything gets in the real world</b>.</p><p>In other words, you can forget the Fed. You can forget inflation and geopolitics. You can forget trade wars, recessions, depressions, and financial crises.</p><p>We’ve seen all of that over the past 35 years – and yet, through it all, the correlation between earnings and stock prices never broke or even faltered at all.</p><p>At the end of the day, <b><i>earnings drive stock prices</i></b>. History is crystal clear on that. In fact, history is as clear on that as it is on anything, mathematically speaking.</p><p>The phenomenon my team and I have identified has to do with this correlation. In fact, it has to do with a“break” in this correlation– a break that historically only arises when recession fears are peaking and has produced the greatest stock market buying opportunities in history.</p><h2>Divergence Stocks Are the Best Stocks to Buy</h2><p>Every once in a while – specifically, about once a decade – earnings and revenues temporarily<i>stop</i>driving stock prices.</p><p>We call this anomaly a “<b>divergence</b>.”</p><p>During these divergences, companies continue to see their revenues and earnings rise. But due to some macroeconomic fears, their stock prices will temporarily collapse. The result is that a company’s stock price diverges from its fundamental growth trend.</p><p>Every time these rare divergences emerge, they turn into<b>generational buying opportunities.</b>Stock prices “snap back” to fundamental growth trends, and investors who bought the dip see their returns rocket.</p><p>This has happened time and time again, like clockwork, throughout the market’s history.</p><p>It happened in the<b>late 1980s</b>during the Savings &amp; Loans crisis. High-quality growth companies – like<b>Microsoft</b>(<b><u>MSFT</u></b>) – saw their stock prices collapse while revenues and earnings kept rising. Investors who capitalized on this divergence doubled their money in a year and scored a jaw-dropping ~40,000% returns (on average) in the long run.</p><p><img src=\"https://static.tigerbbs.com/75a64ce7f20d32d8698a65f3a6e2bf65\" tg-width=\"624\" tg-height=\"351\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>And it happened in the <b>early 2000s</b> after the dot-com crash. High-quality growth companies – like <b>Amazon</b>(<b><u>AMZN</u></b>) – saw their stock prices plunge. But their revenues and earnings kept rising. Investors who capitalized on this divergence more than doubled their money in a year and scored more than 20,000% returns in the long run.</p><p>It happened again in <b>2008</b>during the Great Financial Crisis. High-quality growth companies – like <b>Salesforce</b>(<b><u>CRM</u></b>) – saw their stock prices collapse. But their revenues and earnings kept rising. Investors who capitalized on this divergence almost tripled their money in a year and hit 10X returns in just five years.</p><p>This is the most profitable repeating pattern in stock market history. <b>And it’s happening again right now for the first time in 14 years</b>.</p><h2>The Final Word on the Best Stocks to Buy Now</h2><p>My team and I understand that market <b><i>volatility</i></b> always creates market <b><i>opportunity</i></b>.</p><p>So, amid the market’s wild gyrations of 2022, we’ve made it our top priority to research market volatility and develop a strategy to find the best stocks to buy during choppy markets.</p><p>That led us to making the biggest discovery in<i>InvestorPlace</i>history: <b>the existence of rare divergence windows</b>.</p><p>These divergence windows only appear about once a decade, amid peak market volatility. They open for very brief moments in time and only for certain stocks. But if you capitalize on them – by buying the right stocks at exactly the right moment – you can make a lot of money while everyone else is struggling to survive in a choppy market.</p><p>More than that, these divergence windows give you a real shot at turning $10,000 investments into multi-million-dollar paydays.</p><p>The more we researched these divergence windows, the more excited we became.</p><p>But here’s the most important part: Because these opportunities emerge out of fear in the markets – and because we’ve reached peak fear – my team and I have concluded that this ultra-rare investment opportunity is <b><i>rapidly closing shut</i></b>.</p><p>The best stocks to buy now won’t be on fire-sale for much longer.</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>Finding the Best Stocks to Buy Amid Market Volatility</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\">\nFinding the Best Stocks to Buy Amid Market Volatility\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 11:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/10/how-investors-make-millions-amid-volatility/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The percentage of bearish investors in America has outnumbered the percentage of bullish investors by more than 40%. The last time this happened was early March 2009 – the exact same week stocks ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/10/how-investors-make-millions-amid-volatility/\">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","CRM":"赛富时","MSFT":"微软"},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/10/how-investors-make-millions-amid-volatility/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102116875","content_text":"The percentage of bearish investors in America has outnumbered the percentage of bullish investors by more than 40%. The last time this happened was early March 2009 – the exact same week stocks bottomed after the 2008 financial crisis!My team and I have discovered a rare stock market phenomenon that occurs about once every 10 years, and it consistently represents the best buying opportunities in U.S. stock market history.Every time these divergences emerge, they turn into generational buying opportunities. Stock prices “snap back” to fundamental growth trends, and investors who bought the dip see their returns rocket.Because these opportunities emerge out of fear in the markets – and because we’ve reached peak fear – we’ve concluded that this ultra-rare investment opportunity is rapidly closing shut.It’s been acrazyyear in the markets, huh? But what if I told you that all this craziness is actually creating the opportunity of the century –to snatch the best stocks to buy now at generational discounts?You’d be skeptical. And that’s fine. Just don’t disregard me because I have a ton of data to prove that claim. Today, we sit on the cusp of arguably the biggest investment opportunity in the stock marketever.Yes, I’m aware of all the problems the world is facing today. Decades-high inflation. A U.S. Federal Reserve embarking on the most aggressive rate-hiking cycle in over 40 years. A war in Europe for the first time since World War II. The highest gas prices and grocery prices in decades. The biggest stock market crash since 2008.Talk about unusual, volatile, scary.Against that backdrop, I wouldn’t blame you for wanting to run for the hills and take cover from the storm. But the great Warren Buffett once said that it is often best to be greedy when others are fearful.Everyone’s fearful right now.Earlier this month, the American Association of Individual Investors’ weekly survey found that for two weeks in a row, the percentage of bearish U.S. investors outnumbered the percentage of bullish investors by more than 40%. That’s an unusually high number which marks “peak fear.” Indeed, the net bull ratio has been this low only once before, in early March 2009 –the exact same week stocks bottomed after the 2008 financial crisis!Let that sink in for a moment…There’s nothing but fear out there. Buffett would tell us to get greedy here. But should we heed those words of advice?Absolutely.Fear Can Be a Good Thing?Over the past several months, my team and I have been studying the intricacies of stock market crashes throughout the history of modern capitalism – and we discovered something amazing.Specifically, we’ve discovered a rarestock market phenomenonthat occurs about once every 10 years. And it consistently represents the best buying opportunities in U.S. stock market history.More than that, we figured out how to quantitatively identify this phenomenon. Yes,  we haveengineereda way to take advantage of it for massive profits.Well, folks, guess what’s happening right now?This ultra-rare stock market phenomenon has emerged.And our models are flashing bright “Buy”signals.I know. That may sound pretty counterintuitive, considering what’s going on in the market right now.But these are truly the best stocks to buy now. And I’m staking my career on this claim – because it’s really not an opinion. It’s a fact. Backed by data, history, statistics and mathematics. Backed by the biggest market phenomenon in history.So, I repeat: We stand on the cusp of an opportunity of a lifetime.By now, you’re probably asking:OK, Luke, you have my attention…but where’s the proof?Glad you asked because I have lots of that. Let’s take a deep look.Stock Prices Follow FundamentalsTo understand the unique phenomenon my team and I have identified, we need to first understand the behavior patterns of stocks.In the short term, stocks are driven by myriad factors. These include geopolitics, interest rate,. inflation, elections, recession fears, and so on.Big picture, however, stocks are driven by one thing and one thing only:fundamentals.That is, at the end of the day,revenuesandearningsdrive stock prices. If a company’s revenues and earnings trend upward over time, then the company’s stock price will follow suit. Conversely, if a company’s revenues and earnings trend downward over time, then the company’s stock price will drop.That may sound like an oversimplification. But, honestly,it’s not.Just look at the following chart. It graphs the earnings per share of theS&P 500(the blue line) alongside the price of the S&P 500 (the orange line) from 1988 to 2022.As you can see, the blue line (earnings per share) lines up almost perfectly with the orange line (price). The two could not be more strongly correlated. Indeed, the mathematical correlation between the two is0.93. That’s incredibly strong. A perfect correlation is 1. A perfect anti-correlation is -1.Therefore, the historical correlation between earnings and stock prices is about as perfectly correlated as anything gets in the real world.In other words, you can forget the Fed. You can forget inflation and geopolitics. You can forget trade wars, recessions, depressions, and financial crises.We’ve seen all of that over the past 35 years – and yet, through it all, the correlation between earnings and stock prices never broke or even faltered at all.At the end of the day, earnings drive stock prices. History is crystal clear on that. In fact, history is as clear on that as it is on anything, mathematically speaking.The phenomenon my team and I have identified has to do with this correlation. In fact, it has to do with a“break” in this correlation– a break that historically only arises when recession fears are peaking and has produced the greatest stock market buying opportunities in history.Divergence Stocks Are the Best Stocks to BuyEvery once in a while – specifically, about once a decade – earnings and revenues temporarilystopdriving stock prices.We call this anomaly a “divergence.”During these divergences, companies continue to see their revenues and earnings rise. But due to some macroeconomic fears, their stock prices will temporarily collapse. The result is that a company’s stock price diverges from its fundamental growth trend.Every time these rare divergences emerge, they turn intogenerational buying opportunities.Stock prices “snap back” to fundamental growth trends, and investors who bought the dip see their returns rocket.This has happened time and time again, like clockwork, throughout the market’s history.It happened in thelate 1980sduring the Savings & Loans crisis. High-quality growth companies – likeMicrosoft(MSFT) – saw their stock prices collapse while revenues and earnings kept rising. Investors who capitalized on this divergence doubled their money in a year and scored a jaw-dropping ~40,000% returns (on average) in the long run.And it happened in the early 2000s after the dot-com crash. High-quality growth companies – like Amazon(AMZN) – saw their stock prices plunge. But their revenues and earnings kept rising. Investors who capitalized on this divergence more than doubled their money in a year and scored more than 20,000% returns in the long run.It happened again in 2008during the Great Financial Crisis. High-quality growth companies – like Salesforce(CRM) – saw their stock prices collapse. But their revenues and earnings kept rising. Investors who capitalized on this divergence almost tripled their money in a year and hit 10X returns in just five years.This is the most profitable repeating pattern in stock market history. And it’s happening again right now for the first time in 14 years.The Final Word on the Best Stocks to Buy NowMy team and I understand that market volatility always creates market opportunity.So, amid the market’s wild gyrations of 2022, we’ve made it our top priority to research market volatility and develop a strategy to find the best stocks to buy during choppy markets.That led us to making the biggest discovery inInvestorPlacehistory: the existence of rare divergence windows.These divergence windows only appear about once a decade, amid peak market volatility. They open for very brief moments in time and only for certain stocks. But if you capitalize on them – by buying the right stocks at exactly the right moment – you can make a lot of money while everyone else is struggling to survive in a choppy market.More than that, these divergence windows give you a real shot at turning $10,000 investments into multi-million-dollar paydays.The more we researched these divergence windows, the more excited we became.But here’s the most important part: Because these opportunities emerge out of fear in the markets – and because we’ve reached peak fear – my team and I have concluded that this ultra-rare investment opportunity is rapidly closing shut.The best stocks to buy now won’t be on fire-sale for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982240546,"gmtCreate":1667193761485,"gmtModify":1676537874846,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a><v-v data-views=\"1\"></v-v>Well look at that sharp pick up peepo!&nbsp;","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a><v-v data-views=\"1\"></v-v>Well look at that sharp pick up peepo!&nbsp;","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$Well look at that sharp pick up peepo!","images":[{"img":"https://community-static.tradeup.com/news/3ab2d05162f0369fc69ecc64cedd601d","width":"1125","height":"2377"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982240546","isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9982344379,"gmtCreate":1667102856691,"gmtModify":1676537861688,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>Steady","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>Steady","text":"$Apple(AAPL)$Steady","images":[{"img":"https://community-static.tradeup.com/news/de94b6a02979097c3c4caf7b2723d07b","width":"1125","height":"2585"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982344379","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9982342933,"gmtCreate":1667102619322,"gmtModify":1676537861632,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"I am not so sure man... the recommendations hmm....","listText":"I am not so sure man... the recommendations hmm....","text":"I am not so sure man... the recommendations hmm....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982342933","repostId":"1148576482","repostType":4,"repost":{"id":"1148576482","pubTimestamp":1667099454,"share":"https://ttm.financial/m/news/1148576482?lang=&edition=fundamental","pubTime":"2022-10-30 11:10","market":"us","language":"en","title":"The 7 Best Tech Stocks to Buy in November","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576482","media":"InvestorPlace","summary":"These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear si","content":"<html><head></head><body><ul><li>These best tech stocks to buy all feature low risk and deep discounts.</li><li><b>Nvidia</b>(<b>NVDA</b>): Shares appear significantly undervalued following a steep sell-off.</li><li><b>Adobe</b>(<b>ADBE</b>): Its income-statement performance is impressive.</li><li><b>Intel</b>(<b>INTC</b>): Shares look compelling at this deeply discounted price.</li><li><b>Taiwan Semiconductor</b>(<b>TSM</b>): It’s a profit-generating machine.</li><li><b>Applied Materials</b>(<b>AMAT</b>): Its returns on equity and assets are among the best in the chip industry.</li><li><b>Lam Research</b>(<b>LRCX</b>): Its ROE and ROA are even better than those of Applied Materials.</li><li><b>NXP Semiconductors</b>(<b>NXPI</b>): It’s perhaps the riskiest of the bunch but may offer greater rewards.</li></ul><p>Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend. When they do, nearly all tech stocks should bounce to some extent, but the best tech stocks could soar.</p><p>Historically, the broader market tends to perform well during the November-to-April timespan. Of course, this is no guarantee for success. Still, it adds a powerful backdrop for those looking to put capital to work in one of the more speculative sectors of the market.</p><p>In searching for the best tech stocks to buy, we’re sticking with financial data. Leveraging the analytical tools ofGuruFocus.com, the below equities all feature fundamentally low risk and discounted prices.</p><p>Here are the best tech stocks to buy in November.</p><p><b>Nvidia (NVDA)</b></p><p>A multinational technology firm, <b>Nvidia</b>(NASDAQ:<b>NVDA</b>) primarily garnered attention through its specialty in graphics processing units. However, the company also made significant investments in deep learning and protocols involving artificial intelligence. Currently, the company commands a market capitalization of $345 billion. On a year-to-date basis, NVDA is down 53%.</p><p>Despite the steep losses, contrarian investors should consider gradually picking up shares.<i>GuruFocus</i> utilizes proprietary calculations to determine that NVDA stock is significantly undervalued. Based on more traditional metrics, Nvidia features excellent income-statement performance figures. For instance, the company’s three-year revenue growth rate stands at 31.3%. Its book growth rate during the aforementioned period hit 40.2%. Both stats rank at least near the 90th percentile for the industry. On the bottom line, Nvidia carries a net margin of 26%. This ranks above 87% of the competition.</p><p>To top it off, NVDA is tethered to a strong balance sheet. Mainly, its Altman Z-Score is a lofty 12 points, reflecting extremely low bankruptcy risk. Thus, NVDA easily ranks among the best tech stocks to buy in November.</p><p><b>Adobe (ADBE)</b></p><p><b>Adobe</b>(NASDAQ:<b>ADBE</b>) is a software company that mainly aligns with creatives. Historically, it’s known for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia/video, motion pictures and print. Currently, Adobe carries a market cap of $151 billion after slipping 43% year to date.</p><p>Again, based on<i>GuruFocus’</i>proprietary metrics, Adobe rates as significantly undervalued. One traditional metric regarding valuation to consider is its price-earnings-growth ratio of 1.09. This rates favorably below the industry median of 1.4 times.</p><p>However, Adobe draws the most attention for its income statement-related performance. For example, the company’s three-year revenue growth rate and free cash flow growth rate stand at 21.9% and 23.7%, respectively. Both figures rank conspicuously above sector averages.</p><p>On the bottom line, Adobe carries a net margin of 28%, well above the industry median of 1.9%. Throw in a stable balance sheet and you have another solid candidate for best tech stocks to buy in November.</p><p><b>Intel (INTC)</b></p><p>One of the powerhouses in the semiconductor industry, <b>Intel</b>(NASDAQ:<b>INTC</b>) represents the world’s second-largest semiconductor chip manufacturer by revenue. Per its corporate profile, it’s also one of the developers of the x86 series of instruction sets, the instruction sets found in most personal computers. Presently, INTC commands a market cap of $119 billion and is down 44% for the year.</p><p>Despite sharp losses, INTC is among the best tech stocks to buy in November. Notably, INTC is significantly undervalued based on traditional metrics. Its forward P/E ratio is 10.1, below the industry median of 13.7. Also, its Shiller P/E ratio is 7.6, below the sector median of nearly 24.</p><p>On the income statement, Intel features an overall solid profile. Its three-year book growth rate stands at 12.4%, above 61.5% of the competition. For net margin, it hit 26%, better than 87% of its peers.</p><p><b>Taiwan Semiconductor (TSM)</b></p><p>A multinational semiconductor firm, <b>Taiwan Semiconductor</b> (NYSE:<b>TSM</b>) represents the world’s most valuable semiconductor company, the world’s largest dedicated independent semiconductor foundry, and one of Taiwan’s largest companies, per its public profile. Presently, TSM commands a market cap of nearly $322 billion and is down 48% year to date.</p><p>Despite the severe erosion of equity value, TSM ranks among the best tech stocks to buy in November for contrarians. Per<i>GuruFocus</i>, TSM is significantly undervalued. The company’s forward P/E ratio is 10.9 is below the industry median of 13.7. Also, its price-to-owner earnings ratio is 10.5, below the industry median of 16.1.</p><p>Primarily, though, TSM is all about its profitability machine. Gross, operating and net margins hit 55%, 44.7% and 40.6% respectively. Each of these metrics was well above sector median levels. As well, TSM enjoys solid growth figures, with its three-year revenue growth rate coming in at 15.5%. This ranks above 68.5% of the competition.</p><p><b>Applied Materials (AMAT)</b></p><p><b>Applied Materials</b>(NASDAQ:<b>AMAT</b>) represents the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world, per its website. Currently, Applied Materials features a market cap of $77 billion, and the stock is down 43% year to date.</p><p>Per<i>GuruFocus</i>, AMAT stock is significantly undervalued. A notable standout in terms of traditional metrics is its PEG ratio of 0.56. This ranks favorably below the industry median of 0.75.</p><p>Primarily, though, Applied Materials will likely draw attention as one of the best tech stocks to buy in November because of its high-quality business. Specifically, the company’s return on equity and return on assets hit 55.5% and 26.1%, respectively. Both stats rank among the upper echelons of the semiconductor industry.</p><p>To top it off, AMAT features a stable balance sheet. Most prominently, its Altman Z-Score of 7.5 implies low bankruptcy risk.</p><p><b>Lam Research (LRCX)</b></p><p><b>Lam Research</b>(NASDAQ:<b>LRCX</b>) is an American supplier of wafer fabrication equipment and related services to the semiconductor industry. Currently, the company carries a market cap of slightly over $55 billion after falling 44% year to date. The stock’s average daily volume is approximately 1.9 million shares.</p><p>Fundamentally, the case for LRCX as one of the top tech stocks to buy in November is two-fold. First, Lam represents a high-quality business. Its return on equity is a blistering 75.8%. That’s above 99% of the semiconductor industry. As well, the company’s return on assets hit 28.6%, ranking above 97% of its peers.</p><p>Second, Lam enjoys outstanding sales-related performance. For example, its three-year revenue growth rate is 26.6%, better than 84% of the competition. As well, the company’s book growth rate during the same period is 11.9%, better than nearly 60% of its rivals.</p><p><b>NXP Semiconductors (NXPI)</b></p><p>Netherlands-based <b>NXP Semiconductors</b>(NASDAQ:<b>NXPI</b>) is a semiconductor designer and manufacturer. After falling 33% this year, it has a market cap of roughly $40 billion. Average trading volume is around 2.1 million shares a day.</p><p>Interestingly, the YTD performance makes NXP one of the better-performing semiconductor firms. However, that’s not the reason why it’s on this list of best tech stocks to buy in November. Fundamentally, the stock is significantly undervalued based on proprietary calculations. And its forward P/E ratio of 10.6 is below the industry median of 13.7 times.</p><p>The company enjoys substantive profitability margins, including an operating margin of 27%, which ranks above 84% of its peers. It’s also a high-quality business with a return on equity of nearly 36%.</p><p>About the one glaring risk factor is balance sheet stability. Its Altman Z-Score pings at 2.4, which is in a gray zone. However, the higher-risk profile could lead to potentially greater gains.</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 7 Best Tech Stocks to Buy in November</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 7 Best Tech Stocks to Buy in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/best-tech-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear significantly undervalued following a steep sell-off.Adobe(ADBE): Its income-statement performance is ...</p>\n\n<a href=\"https://investorplace.com/best-tech-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","INTC":"英特尔","ADBE":"Adobe","NVDA":"英伟达","NXPI":"恩智浦","LRCX":"拉姆研究","AMAT":"应用材料"},"source_url":"https://investorplace.com/best-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576482","content_text":"These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear significantly undervalued following a steep sell-off.Adobe(ADBE): Its income-statement performance is impressive.Intel(INTC): Shares look compelling at this deeply discounted price.Taiwan Semiconductor(TSM): It’s a profit-generating machine.Applied Materials(AMAT): Its returns on equity and assets are among the best in the chip industry.Lam Research(LRCX): Its ROE and ROA are even better than those of Applied Materials.NXP Semiconductors(NXPI): It’s perhaps the riskiest of the bunch but may offer greater rewards.Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend. When they do, nearly all tech stocks should bounce to some extent, but the best tech stocks could soar.Historically, the broader market tends to perform well during the November-to-April timespan. Of course, this is no guarantee for success. Still, it adds a powerful backdrop for those looking to put capital to work in one of the more speculative sectors of the market.In searching for the best tech stocks to buy, we’re sticking with financial data. Leveraging the analytical tools ofGuruFocus.com, the below equities all feature fundamentally low risk and discounted prices.Here are the best tech stocks to buy in November.Nvidia (NVDA)A multinational technology firm, Nvidia(NASDAQ:NVDA) primarily garnered attention through its specialty in graphics processing units. However, the company also made significant investments in deep learning and protocols involving artificial intelligence. Currently, the company commands a market capitalization of $345 billion. On a year-to-date basis, NVDA is down 53%.Despite the steep losses, contrarian investors should consider gradually picking up shares.GuruFocus utilizes proprietary calculations to determine that NVDA stock is significantly undervalued. Based on more traditional metrics, Nvidia features excellent income-statement performance figures. For instance, the company’s three-year revenue growth rate stands at 31.3%. Its book growth rate during the aforementioned period hit 40.2%. Both stats rank at least near the 90th percentile for the industry. On the bottom line, Nvidia carries a net margin of 26%. This ranks above 87% of the competition.To top it off, NVDA is tethered to a strong balance sheet. Mainly, its Altman Z-Score is a lofty 12 points, reflecting extremely low bankruptcy risk. Thus, NVDA easily ranks among the best tech stocks to buy in November.Adobe (ADBE)Adobe(NASDAQ:ADBE) is a software company that mainly aligns with creatives. Historically, it’s known for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia/video, motion pictures and print. Currently, Adobe carries a market cap of $151 billion after slipping 43% year to date.Again, based onGuruFocus’proprietary metrics, Adobe rates as significantly undervalued. One traditional metric regarding valuation to consider is its price-earnings-growth ratio of 1.09. This rates favorably below the industry median of 1.4 times.However, Adobe draws the most attention for its income statement-related performance. For example, the company’s three-year revenue growth rate and free cash flow growth rate stand at 21.9% and 23.7%, respectively. Both figures rank conspicuously above sector averages.On the bottom line, Adobe carries a net margin of 28%, well above the industry median of 1.9%. Throw in a stable balance sheet and you have another solid candidate for best tech stocks to buy in November.Intel (INTC)One of the powerhouses in the semiconductor industry, Intel(NASDAQ:INTC) represents the world’s second-largest semiconductor chip manufacturer by revenue. Per its corporate profile, it’s also one of the developers of the x86 series of instruction sets, the instruction sets found in most personal computers. Presently, INTC commands a market cap of $119 billion and is down 44% for the year.Despite sharp losses, INTC is among the best tech stocks to buy in November. Notably, INTC is significantly undervalued based on traditional metrics. Its forward P/E ratio is 10.1, below the industry median of 13.7. Also, its Shiller P/E ratio is 7.6, below the sector median of nearly 24.On the income statement, Intel features an overall solid profile. Its three-year book growth rate stands at 12.4%, above 61.5% of the competition. For net margin, it hit 26%, better than 87% of its peers.Taiwan Semiconductor (TSM)A multinational semiconductor firm, Taiwan Semiconductor (NYSE:TSM) represents the world’s most valuable semiconductor company, the world’s largest dedicated independent semiconductor foundry, and one of Taiwan’s largest companies, per its public profile. Presently, TSM commands a market cap of nearly $322 billion and is down 48% year to date.Despite the severe erosion of equity value, TSM ranks among the best tech stocks to buy in November for contrarians. PerGuruFocus, TSM is significantly undervalued. The company’s forward P/E ratio is 10.9 is below the industry median of 13.7. Also, its price-to-owner earnings ratio is 10.5, below the industry median of 16.1.Primarily, though, TSM is all about its profitability machine. Gross, operating and net margins hit 55%, 44.7% and 40.6% respectively. Each of these metrics was well above sector median levels. As well, TSM enjoys solid growth figures, with its three-year revenue growth rate coming in at 15.5%. This ranks above 68.5% of the competition.Applied Materials (AMAT)Applied Materials(NASDAQ:AMAT) represents the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world, per its website. Currently, Applied Materials features a market cap of $77 billion, and the stock is down 43% year to date.PerGuruFocus, AMAT stock is significantly undervalued. A notable standout in terms of traditional metrics is its PEG ratio of 0.56. This ranks favorably below the industry median of 0.75.Primarily, though, Applied Materials will likely draw attention as one of the best tech stocks to buy in November because of its high-quality business. Specifically, the company’s return on equity and return on assets hit 55.5% and 26.1%, respectively. Both stats rank among the upper echelons of the semiconductor industry.To top it off, AMAT features a stable balance sheet. Most prominently, its Altman Z-Score of 7.5 implies low bankruptcy risk.Lam Research (LRCX)Lam Research(NASDAQ:LRCX) is an American supplier of wafer fabrication equipment and related services to the semiconductor industry. Currently, the company carries a market cap of slightly over $55 billion after falling 44% year to date. The stock’s average daily volume is approximately 1.9 million shares.Fundamentally, the case for LRCX as one of the top tech stocks to buy in November is two-fold. First, Lam represents a high-quality business. Its return on equity is a blistering 75.8%. That’s above 99% of the semiconductor industry. As well, the company’s return on assets hit 28.6%, ranking above 97% of its peers.Second, Lam enjoys outstanding sales-related performance. For example, its three-year revenue growth rate is 26.6%, better than 84% of the competition. As well, the company’s book growth rate during the same period is 11.9%, better than nearly 60% of its rivals.NXP Semiconductors (NXPI)Netherlands-based NXP Semiconductors(NASDAQ:NXPI) is a semiconductor designer and manufacturer. After falling 33% this year, it has a market cap of roughly $40 billion. Average trading volume is around 2.1 million shares a day.Interestingly, the YTD performance makes NXP one of the better-performing semiconductor firms. However, that’s not the reason why it’s on this list of best tech stocks to buy in November. Fundamentally, the stock is significantly undervalued based on proprietary calculations. And its forward P/E ratio of 10.6 is below the industry median of 13.7 times.The company enjoys substantive profitability margins, including an operating margin of 27%, which ranks above 84% of its peers. It’s also a high-quality business with a return on equity of nearly 36%.About the one glaring risk factor is balance sheet stability. Its Altman Z-Score pings at 2.4, which is in a gray zone. However, the higher-risk profile could lead to potentially greater gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986219753,"gmtCreate":1666961379772,"gmtModify":1676537840081,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"investors are happy","listText":"investors are happy","text":"investors are happy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986219753","repostId":"2278264980","repostType":2,"repost":{"id":"2278264980","pubTimestamp":1666924242,"share":"https://ttm.financial/m/news/2278264980?lang=&edition=fundamental","pubTime":"2022-10-28 10:30","market":"us","language":"en","title":"UOB Shares Gain as Record Profit Tops Analyst Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2278264980","media":"Bloomberg","summary":"(Bloomberg) -- United Overseas Bank Ltd.’s shares rose the most in more than seven months after prof","content":"<html><body><p>(Bloomberg) -- United Overseas Bank Ltd.’s shares rose the most in more than seven months after profit topped estimates in the third quarter, driven by rising interest rates and loan growth.</p>\n<p>Most Read from Bloomberg</p>\n<ul>\n<li>Mark Zuckerberg’s Wealth Wipeout Hits $100 Billion as Meta Misses Again</li>\n<li>Twitter CEO Among Top Executives Departing as Musk Takes Over</li>\n<li>Tesla Engineers Visit Twitter Office to Review Code for Musk</li>\n<li>Masked Poll Watchers Are Showing Up at Voting Sites With Handguns and Kevlar Vests</li>\n</ul>\n<p>Net income rose 34% to a record S$1.4 billion ($955 million) from a year earlier in the three months ended Sept. 30, Southeast Asia’s third-largest lender said Friday. That compares with the S$1.19 billion average estimate of five analysts surveyed by Bloomberg. </p>\n<p>UOB shares climbed 3.8%, the biggest gain since March 16.</p>\n<p>Chief Executive Officer Wee Ee Cheong said in a statement that the global economic outlook remains challenging, though he expects Southeast Asian economies to show resilience and avoid a recession. The mortgage business is ‘steady’ despite rising rates in Singapore and he is positive for the bank’s earnings outlook in 2023, Wee said separately at a results presentation.</p>\n<p>UOB joins banks including Standard Chartered Plc and HSBC Holdings Plc that are seeing lending revenue benefit from higher interest rates even amid a cloudier economic outlook across parts of Asia. In Singapore, rising price pressures have prompted the nation’s central bank to tighten monetary policy settings repeatedly.  </p>\n<p>UOB’s net interest income rose 39% to S$2.2 billion in the quarter, led by margin expansion and loan growth, while total allowances fell 36%. </p>\n<p>For the fourth quarter, the bank said it sees net interest margin, a gauge for lending profitability, expanding to above 2%, and to remain at that level in 2023. That compares with 1.95% in the third quarter.</p>\n<p>UOB is in an expansion mode after agreeing in January to spend about S$4.9 billion buying consumer assets of Citigroup Inc. in four countries. The Singapore lender will complete the takeover in Thailand and Malaysia on Nov. 1, with Vietnam and Indonesia to be wrapped up by the end of next year, the bank said. Around 90% of the US bank staff from the units have agreed to move to UOB, it said. The full earnings benefit will be reflected in 2024, chief financial officer Lee Wai Fai said. </p>\n<p>Credit costs are expected to be higher at 20-25 basis points next year, Wee said, mainly due to unsecured assets - including loans - that UOB will acquire from Citi.</p>\n<p>The beat “paints a positive picture for the bank’s next 3-6 months,” said Bloomberg Intelligence analyst Sarah Jane Mahmud. The outlook will be strengthened by the acquisition of Citi’s regional retail assets, she said.</p>\n<p>Larger rivals DBS Group Holdings Ltd. and Oversea-Chinese Banking Corp. are due to report next week. </p>\n<p>Other key details:</p>\n<ul>\n<li>Net fee and commission income fell 10% to S$519 million</li>\n<li>Expenses rose 27% to S$1.36 billion, in line with income growth and strategic investments</li>\n<li>Non-performing loan ratio stood at 1.5%, lower than the previous quarter and unchanged from a year ago</li>\n</ul>\n<p>--With assistance from Ishika Mookerjee.</p>\n<p>(Adds shares, comment from UOB CEO starting in third paragraph)</p>\n<p>Most Read from Bloomberg Businessweek</p>\n<ul>\n<li>Student Debt Headaches Return for Millions Despite Biden Relief</li>\n<li>What the Alzheimer’s Drug Breakthrough Means for Other Diseases</li>\n<li>The Fantasy of Instant Delivery Is Imploding</li>\n<li>From Bedrooms to Kitchens, Europe Ponders How Cold Is Too Cold</li>\n<li>10 Takeaways From Matt Levine’s ‘The Crypto Story’</li>\n</ul>\n<p>©2022 Bloomberg L.P.</p></body></html>","source":"yahoofinance_sg","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>UOB Shares Gain as Record Profit Tops Analyst Estimates</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{ 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}\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\">\nUOB Shares Gain as Record Profit Tops Analyst Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/uob-profit-tops-estimates-interest-225320360.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- United Overseas Bank Ltd.’s shares rose the most in more than seven months after profit topped estimates in the third quarter, driven by rising interest rates and loan growth.\nMost Read...</p>\n\n<a href=\"https://finance.yahoo.com/news/uob-profit-tops-estimates-interest-225320360.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/xu3r2hlLgH3FFH_PpNgCZw--~B/aD0xMzMzO3c9MjAwMDthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/bloomberg_markets_842/e30cee9d724304ed8695e0b797d4b86a","relate_stocks":{"LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4574":"无人驾驶","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK6112":"综合性银行","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity 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A-SGD","U11.SI":"大华银行"},"source_url":"https://finance.yahoo.com/news/uob-profit-tops-estimates-interest-225320360.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278264980","content_text":"(Bloomberg) -- United Overseas Bank Ltd.’s shares rose the most in more than seven months after profit topped estimates in the third quarter, driven by rising interest rates and loan growth.\nMost Read from Bloomberg\n\nMark Zuckerberg’s Wealth Wipeout Hits $100 Billion as Meta Misses Again\nTwitter CEO Among Top Executives Departing as Musk Takes Over\nTesla Engineers Visit Twitter Office to Review Code for Musk\nMasked Poll Watchers Are Showing Up at Voting Sites With Handguns and Kevlar Vests\n\nNet income rose 34% to a record S$1.4 billion ($955 million) from a year earlier in the three months ended Sept. 30, Southeast Asia’s third-largest lender said Friday. That compares with the S$1.19 billion average estimate of five analysts surveyed by Bloomberg. \nUOB shares climbed 3.8%, the biggest gain since March 16.\nChief Executive Officer Wee Ee Cheong said in a statement that the global economic outlook remains challenging, though he expects Southeast Asian economies to show resilience and avoid a recession. The mortgage business is ‘steady’ despite rising rates in Singapore and he is positive for the bank’s earnings outlook in 2023, Wee said separately at a results presentation.\nUOB joins banks including Standard Chartered Plc and HSBC Holdings Plc that are seeing lending revenue benefit from higher interest rates even amid a cloudier economic outlook across parts of Asia. In Singapore, rising price pressures have prompted the nation’s central bank to tighten monetary policy settings repeatedly.  \nUOB’s net interest income rose 39% to S$2.2 billion in the quarter, led by margin expansion and loan growth, while total allowances fell 36%. \nFor the fourth quarter, the bank said it sees net interest margin, a gauge for lending profitability, expanding to above 2%, and to remain at that level in 2023. That compares with 1.95% in the third quarter.\nUOB is in an expansion mode after agreeing in January to spend about S$4.9 billion buying consumer assets of Citigroup Inc. in four countries. The Singapore lender will complete the takeover in Thailand and Malaysia on Nov. 1, with Vietnam and Indonesia to be wrapped up by the end of next year, the bank said. Around 90% of the US bank staff from the units have agreed to move to UOB, it said. The full earnings benefit will be reflected in 2024, chief financial officer Lee Wai Fai said. \nCredit costs are expected to be higher at 20-25 basis points next year, Wee said, mainly due to unsecured assets - including loans - that UOB will acquire from Citi.\nThe beat “paints a positive picture for the bank’s next 3-6 months,” said Bloomberg Intelligence analyst Sarah Jane Mahmud. The outlook will be strengthened by the acquisition of Citi’s regional retail assets, she said.\nLarger rivals DBS Group Holdings Ltd. and Oversea-Chinese Banking Corp. are due to report next week. \nOther key details:\n\nNet fee and commission income fell 10% to S$519 million\nExpenses rose 27% to S$1.36 billion, in line with income growth and strategic investments\nNon-performing loan ratio stood at 1.5%, lower than the previous quarter and unchanged from a year ago\n\n--With assistance from Ishika Mookerjee.\n(Adds shares, comment from UOB CEO starting in third paragraph)\nMost Read from Bloomberg Businessweek\n\nStudent Debt Headaches Return for Millions Despite Biden Relief\nWhat the Alzheimer’s Drug Breakthrough Means for Other Diseases\nThe Fantasy of Instant Delivery Is Imploding\nFrom Bedrooms to Kitchens, Europe Ponders How Cold Is Too Cold\n10 Takeaways From Matt Levine’s ‘The Crypto Story’\n\n©2022 Bloomberg L.P.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981840484,"gmtCreate":1666483090049,"gmtModify":1676537759508,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981840484","repostId":"1159307696","repostType":4,"repost":{"id":"1159307696","pubTimestamp":1666357343,"share":"https://ttm.financial/m/news/1159307696?lang=&edition=fundamental","pubTime":"2022-10-21 21:02","market":"us","language":"en","title":"Fed Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1159307696","media":"the wall street journal","summary":"Federal Reserve officials are barreling toward another interest-rate rise of 0.75 percentage point a","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/d07ae19b8a41ea508df3b12af3225169\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>Federal Reserve officials are barreling toward another interest-rate rise of 0.75 percentage point at their meeting Nov. 1-2 and are likely to debate then whether and how to signal plans to approve a smaller increase in December.</p><p>“We will have a very thoughtful discussion about the pace of tightening at our next meeting,” Fed governorChristopher Wallersaid in a speech earlier this month.</p><p>Some officials have begun signalingtheir desire both to slow down the pace of increases soon and to stop raising rates early next year to see how their moves this year are slowing the economy. They want to reduce the risk of causing an unnecessarily sharp slowdown. Others have said it is too soon for those discussions becausehigh inflationis proving to be more persistent and broad.</p><p>The Fedhas raised its benchmark federal-funds rateby 0.75 point at each of its past three meetings, most recently in September, bringing the rate to a range between 3% and 3.25%. Officials are raising rates at the most aggressive pace since the early 1980s. Until June, they hadn’t raised rates by 0.75 point since 1994.</p><p>Fed officials want higher borrowing costs and lower asset prices to slow economic activity by curbing spending, hiring and investment. They expect that to reduce demand and lower inflation over time.</p><p>Fed policy makers face a series of decisions. First, do they raise rates by a smaller half-point increment in December? And if so, how do they explain to the public that they aren’t backing down in their fight to prevent inflation from becoming entrenched?</p><p>Markets rallied in July and August on expectations that the Fed might slow rate rises. That conflicted with the central bank’s goals because easier financial conditions stimulate spending and economic growth. The rally prompted Fed ChairmanJerome Powellto redraft a major speech in late August to disabuse investors of any misperceptions about hisinflation-fighting commitment.</p><p>If officials are entertaining a half-point rate rise in December, they would want to prepare investors for that decision in the weeks after their Nov. 1-2 meeting without prompting another sustained rally.</p><p>One possible solution would be for Fed officials to approve a half-point increase in December, while using their new economic projections to show they might lift rates somewhat higher in 2023 than they projected last month.</p><p>The Fed’s policies work through financial markets. Changes to the anticipated trajectory of rates—and not just what the Fed does at any meeting—can influence broader financial conditions.</p><p>Cleveland Fed PresidentLoretta Mesterhas signaled she would favor rate rises of 0.75 point at each of the Fed’s next two meetings because there hasn’t been progress on inflation. “We can’t let wishful thinking drive our policy decisions,” she said on Oct. 6.</p><p>Some officials have said they want to see proof that inflation is falling before easing up on rate increases. “Given our frankly disappointing lack of progress on curtailing inflation, I expect we will be well above 4% by the end of the year,” said Philadelphia Fed PresidentPatrick Harkerin remarks Thursday in Vineland, N.J.</p><p>Meanwhile, Fed Vice ChairwomanLael Brainardand some other officials have recently hinted at unease with raising rates by 0.75 point beyond next month’s meeting. In a speech on Oct. 10, Ms. Brainard laid out a case for pausing rate rises at some point, noting how they influence the economy over time.</p><p>Other colleagues are concerned about the danger of raising rates too high. Chicago Fed PresidentCharles Evanstold reporters on Oct. 10 he was worried about assumptions that the Fed could just cut rates if it decided they were too high. Promptly lowering rates is always easier in theory than in practice, he said.</p><p>Mr. Evans said he would prefer to find a rate level that restricted economic growth enough to lower inflation and hold it there even if the Fed faced “a few not-so-great reports” on inflation.</p><p>“I worry that if the way you judge it is, ‘Oh, another bad inflation report—it must be that we need more [rate hikes],’… that puts us at somewhat greater risk of responding overly aggressive,” he said.</p><p>Kansas City Fed PresidentEsther Georgealso last week said she favored moving “steadier and slower” on rate increases. “A series of very super-sized rate increases might cause you to oversteer and not be able to see those turning points,” she said in a webinar on Oct. 14.</p><p>The ultimate result is likely to come down to what Mr. Powell decides as he seeks to fashion a consensus.</p><p>Officials will have two more months of several widely watched economic indicators before their meeting in mid-December, including on hiring and inflation. They pay close attention to a detailed measure of worker compensation called the employment-cost index, and the Labor Department report covering the July-to-September quarter is set for release on Oct. 28.</p><p>One challenge is that some of the strongest support for slowing down increases comes from so-called policy doves, who have traditionally favored easier monetary policy. Last year, those officials argued most forcefully for waiting to remove stimulus policies. Now, with inflation running near a four-decade high, it could be harder for their arguments to gain traction, saidNeil Dutta, an economist at research firm Renaissance Macro.</p><p>“At critical junctures in the monetary-policy decision-making process, they’ve been spectacularly wrong,” said Mr. Dutta. “The doves are in the penalty box. There are costs to being wrong at key turning points over the last 18 to 24 months.”</p><p>Another concern is that inflation pressures have broadened despite some signs of potential relief. Commodity prices have fallen this summer. Easing supply-chain bottlenecks could lead to deceleration in goods prices, and thehousing market is entering a deep slump.</p><p>But astrong labor marketcould lead to persistent wage growth thatboosts prices in the labor-intensive services sector.That could keep prices rising on everything from haircuts to car repairs to veterinarian visits.</p><p>“The problem for me with trying to say, ‘Hey, it’s time to pause,’ is we’re not even sure that we’ve got rates high enough to push services inflation down,” Minneapolis Fed PresidentNeel Kashkarisaid Tuesday.</p><p>Investors in interest-rate futures markets now expect the Fed to raise rates to 5% by the spring, according to CME Group. Last month, most officials projected lifting rates to at least 4.6% next year.</p><p>If officials decide to raise rates by 0.5 point, or 50 basis points, in December, they would have reason to worry about triggering another market rally, saidKathy Bostjancic, chief U.S. economist at Oxford Economics. “The equity market has been so eager to see pivots by the Fed,” she said. “Fed officials have to explain that 50 basis points is still a meaningful increase.”</p><p>Investors are anticipating a sequence of pivots, from a slowdown in rate rises to a stop in rate rises to rate cuts. “They keep jumping ahead to the last pivot, and we’re a long way from the Fed cutting rates,” said Ms. Bostjancic.</p><p>The July rally reversed part of an earlier run-up in mortgage rates, which in turn supported a rebound in the housing market. If another market rally erupted this fall, the Fed might have to raise rates more than anticipated to slow down the economy, saidJason Furman, a Harvard University economist who served as a top adviser to former President Obama.</p><p>“The last thing you want is…to raise rates even more to undo all that,” said Mr. Furman.</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Set to Raise Rates by 0.75 Point and Debate Size of Future Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/fed-set-to-raise-rates-by-0-75-point-and-debate-size-of-future-hikes-11666356757?mod=hp_lead_pos1><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve officials are barreling toward another interest-rate rise of 0.75 percentage point at their meeting Nov. 1-2 and are likely to debate then whether and how to signal plans to approve a ...</p>\n\n<a href=\"https://www.wsj.com/articles/fed-set-to-raise-rates-by-0-75-point-and-debate-size-of-future-hikes-11666356757?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/fed-set-to-raise-rates-by-0-75-point-and-debate-size-of-future-hikes-11666356757?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159307696","content_text":"Federal Reserve officials are barreling toward another interest-rate rise of 0.75 percentage point at their meeting Nov. 1-2 and are likely to debate then whether and how to signal plans to approve a smaller increase in December.“We will have a very thoughtful discussion about the pace of tightening at our next meeting,” Fed governorChristopher Wallersaid in a speech earlier this month.Some officials have begun signalingtheir desire both to slow down the pace of increases soon and to stop raising rates early next year to see how their moves this year are slowing the economy. They want to reduce the risk of causing an unnecessarily sharp slowdown. Others have said it is too soon for those discussions becausehigh inflationis proving to be more persistent and broad.The Fedhas raised its benchmark federal-funds rateby 0.75 point at each of its past three meetings, most recently in September, bringing the rate to a range between 3% and 3.25%. Officials are raising rates at the most aggressive pace since the early 1980s. Until June, they hadn’t raised rates by 0.75 point since 1994.Fed officials want higher borrowing costs and lower asset prices to slow economic activity by curbing spending, hiring and investment. They expect that to reduce demand and lower inflation over time.Fed policy makers face a series of decisions. First, do they raise rates by a smaller half-point increment in December? And if so, how do they explain to the public that they aren’t backing down in their fight to prevent inflation from becoming entrenched?Markets rallied in July and August on expectations that the Fed might slow rate rises. That conflicted with the central bank’s goals because easier financial conditions stimulate spending and economic growth. The rally prompted Fed ChairmanJerome Powellto redraft a major speech in late August to disabuse investors of any misperceptions about hisinflation-fighting commitment.If officials are entertaining a half-point rate rise in December, they would want to prepare investors for that decision in the weeks after their Nov. 1-2 meeting without prompting another sustained rally.One possible solution would be for Fed officials to approve a half-point increase in December, while using their new economic projections to show they might lift rates somewhat higher in 2023 than they projected last month.The Fed’s policies work through financial markets. Changes to the anticipated trajectory of rates—and not just what the Fed does at any meeting—can influence broader financial conditions.Cleveland Fed PresidentLoretta Mesterhas signaled she would favor rate rises of 0.75 point at each of the Fed’s next two meetings because there hasn’t been progress on inflation. “We can’t let wishful thinking drive our policy decisions,” she said on Oct. 6.Some officials have said they want to see proof that inflation is falling before easing up on rate increases. “Given our frankly disappointing lack of progress on curtailing inflation, I expect we will be well above 4% by the end of the year,” said Philadelphia Fed PresidentPatrick Harkerin remarks Thursday in Vineland, N.J.Meanwhile, Fed Vice ChairwomanLael Brainardand some other officials have recently hinted at unease with raising rates by 0.75 point beyond next month’s meeting. In a speech on Oct. 10, Ms. Brainard laid out a case for pausing rate rises at some point, noting how they influence the economy over time.Other colleagues are concerned about the danger of raising rates too high. Chicago Fed PresidentCharles Evanstold reporters on Oct. 10 he was worried about assumptions that the Fed could just cut rates if it decided they were too high. Promptly lowering rates is always easier in theory than in practice, he said.Mr. Evans said he would prefer to find a rate level that restricted economic growth enough to lower inflation and hold it there even if the Fed faced “a few not-so-great reports” on inflation.“I worry that if the way you judge it is, ‘Oh, another bad inflation report—it must be that we need more [rate hikes],’… that puts us at somewhat greater risk of responding overly aggressive,” he said.Kansas City Fed PresidentEsther Georgealso last week said she favored moving “steadier and slower” on rate increases. “A series of very super-sized rate increases might cause you to oversteer and not be able to see those turning points,” she said in a webinar on Oct. 14.The ultimate result is likely to come down to what Mr. Powell decides as he seeks to fashion a consensus.Officials will have two more months of several widely watched economic indicators before their meeting in mid-December, including on hiring and inflation. They pay close attention to a detailed measure of worker compensation called the employment-cost index, and the Labor Department report covering the July-to-September quarter is set for release on Oct. 28.One challenge is that some of the strongest support for slowing down increases comes from so-called policy doves, who have traditionally favored easier monetary policy. Last year, those officials argued most forcefully for waiting to remove stimulus policies. Now, with inflation running near a four-decade high, it could be harder for their arguments to gain traction, saidNeil Dutta, an economist at research firm Renaissance Macro.“At critical junctures in the monetary-policy decision-making process, they’ve been spectacularly wrong,” said Mr. Dutta. “The doves are in the penalty box. There are costs to being wrong at key turning points over the last 18 to 24 months.”Another concern is that inflation pressures have broadened despite some signs of potential relief. Commodity prices have fallen this summer. Easing supply-chain bottlenecks could lead to deceleration in goods prices, and thehousing market is entering a deep slump.But astrong labor marketcould lead to persistent wage growth thatboosts prices in the labor-intensive services sector.That could keep prices rising on everything from haircuts to car repairs to veterinarian visits.“The problem for me with trying to say, ‘Hey, it’s time to pause,’ is we’re not even sure that we’ve got rates high enough to push services inflation down,” Minneapolis Fed PresidentNeel Kashkarisaid Tuesday.Investors in interest-rate futures markets now expect the Fed to raise rates to 5% by the spring, according to CME Group. Last month, most officials projected lifting rates to at least 4.6% next year.If officials decide to raise rates by 0.5 point, or 50 basis points, in December, they would have reason to worry about triggering another market rally, saidKathy Bostjancic, chief U.S. economist at Oxford Economics. “The equity market has been so eager to see pivots by the Fed,” she said. “Fed officials have to explain that 50 basis points is still a meaningful increase.”Investors are anticipating a sequence of pivots, from a slowdown in rate rises to a stop in rate rises to rate cuts. “They keep jumping ahead to the last pivot, and we’re a long way from the Fed cutting rates,” said Ms. Bostjancic.The July rally reversed part of an earlier run-up in mortgage rates, which in turn supported a rebound in the housing market. If another market rally erupted this fall, the Fed might have to raise rates more than anticipated to slow down the economy, saidJason Furman, a Harvard University economist who served as a top adviser to former President Obama.“The last thing you want is…to raise rates even more to undo all that,” said Mr. Furman.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981914296,"gmtCreate":1666368016415,"gmtModify":1676537748467,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101516278371810","authorIdStr":"4101516278371810"},"themes":[],"htmlText":"\"Close to bottom, ready for a come back\" are you sure... so many challenges in the macro environment[Glance]&nbsp;","listText":"\"Close to bottom, ready for a come back\" are you sure... so many challenges in the macro environment[Glance]&nbsp;","text":"\"Close to bottom, ready for a come back\" are you sure... so many challenges in the macro environment[Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981914296","repostId":"1139118970","repostType":4,"repost":{"id":"1139118970","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1666336188,"share":"https://ttm.financial/m/news/1139118970?lang=&edition=fundamental","pubTime":"2022-10-21 15:09","market":"us","language":"en","title":"Nvidia’s Business \"Very Close to the Bottom,\" Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1139118970","media":"Dow Jones","summary":"Piper Sandler believes Nvidia stock is about to make a comeback.On Thursday, analyst Harsh Kumar rea","content":"<html><head></head><body><p>Piper Sandler believes Nvidia stock is about to make a comeback.</p><p>On Thursday, analyst Harsh Kumar reaffirmed his Overweight rating and $200 price target for Nvidia NVDA +1.19%  (ticker: NVDA ) stock, citing the company’s progress in working down its oversupply problems at retailers.</p><p>“We think Nvidia is having success with its strategy to rid excess channel inventory to ensure growth in CY23,” he wrote. “The company is also repricing existing Ampere inventory in the channel in order to help with the flush.”</p><p>Nvidia stock is up 4.2% to $125.59 in Thursday trading.</p><p>The analyst said the initial sales of the company’s new Ada Lovelace chip architecture based RTX 4090 card, which launched earlier this month, have been strong. He is optimistic for the upcoming other models of Nvidia’s new generation of graphics cards.</p><p>Kumar now expects Nvidia’s gaming business will start to grow sequentially, starting with the April 2023 quarter and through the company’s fiscal 2024.</p><p>“Overall, we feel that if we are not at the bottom right now, we are very close to the bottom for Nvidia’s business,” he wrote.</p><p>It’s been a difficult year for Nvidia. The chip maker has cut its financial forecasts several times over the past few months, blaming a softening economic environment and a sharp slowdown in demand for Nvidia gaming graphics cards. Management has said it would take time to work through a glut of prior-generation cards inventory at retailers.</p><p>Then there are competitive concerns. Advanced Micro Devices ( AMD ) is set to launch its upcoming RDNA 3 graphics cards at a product event on Nov. 3, and will provide more performance details for next-generation products.</p><p>Nvidia’s stock has plunged by about 57% this year, versus the 42% drop in the iShares Semiconductor ETF (SOXX), which tracks the performance of the ICE Semiconductor Index.</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>Nvidia’s Business \"Very Close to the Bottom,\" Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia’s Business \"Very Close to the Bottom,\" Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-21 15:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Piper Sandler believes Nvidia stock is about to make a comeback.</p><p>On Thursday, analyst Harsh Kumar reaffirmed his Overweight rating and $200 price target for Nvidia NVDA +1.19%  (ticker: NVDA ) stock, citing the company’s progress in working down its oversupply problems at retailers.</p><p>“We think Nvidia is having success with its strategy to rid excess channel inventory to ensure growth in CY23,” he wrote. “The company is also repricing existing Ampere inventory in the channel in order to help with the flush.”</p><p>Nvidia stock is up 4.2% to $125.59 in Thursday trading.</p><p>The analyst said the initial sales of the company’s new Ada Lovelace chip architecture based RTX 4090 card, which launched earlier this month, have been strong. He is optimistic for the upcoming other models of Nvidia’s new generation of graphics cards.</p><p>Kumar now expects Nvidia’s gaming business will start to grow sequentially, starting with the April 2023 quarter and through the company’s fiscal 2024.</p><p>“Overall, we feel that if we are not at the bottom right now, we are very close to the bottom for Nvidia’s business,” he wrote.</p><p>It’s been a difficult year for Nvidia. The chip maker has cut its financial forecasts several times over the past few months, blaming a softening economic environment and a sharp slowdown in demand for Nvidia gaming graphics cards. Management has said it would take time to work through a glut of prior-generation cards inventory at retailers.</p><p>Then there are competitive concerns. Advanced Micro Devices ( AMD ) is set to launch its upcoming RDNA 3 graphics cards at a product event on Nov. 3, and will provide more performance details for next-generation products.</p><p>Nvidia’s stock has plunged by about 57% this year, versus the 42% drop in the iShares Semiconductor ETF (SOXX), which tracks the performance of the ICE Semiconductor Index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139118970","content_text":"Piper Sandler believes Nvidia stock is about to make a comeback.On Thursday, analyst Harsh Kumar reaffirmed his Overweight rating and $200 price target for Nvidia NVDA +1.19%  (ticker: NVDA ) stock, citing the company’s progress in working down its oversupply problems at retailers.“We think Nvidia is having success with its strategy to rid excess channel inventory to ensure growth in CY23,” he wrote. “The company is also repricing existing Ampere inventory in the channel in order to help with the flush.”Nvidia stock is up 4.2% to $125.59 in Thursday trading.The analyst said the initial sales of the company’s new Ada Lovelace chip architecture based RTX 4090 card, which launched earlier this month, have been strong. He is optimistic for the upcoming other models of Nvidia’s new generation of graphics cards.Kumar now expects Nvidia’s gaming business will start to grow sequentially, starting with the April 2023 quarter and through the company’s fiscal 2024.“Overall, we feel that if we are not at the bottom right now, we are very close to the bottom for Nvidia’s business,” he wrote.It’s been a difficult year for Nvidia. The chip maker has cut its financial forecasts several times over the past few months, blaming a softening economic environment and a sharp slowdown in demand for Nvidia gaming graphics cards. Management has said it would take time to work through a glut of prior-generation cards inventory at retailers.Then there are competitive concerns. Advanced Micro Devices ( AMD ) is set to launch its upcoming RDNA 3 graphics cards at a product event on Nov. 3, and will provide more performance details for next-generation products.Nvidia’s stock has plunged by about 57% this year, versus the 42% drop in the iShares Semiconductor ETF (SOXX), which tracks the performance of the ICE Semiconductor Index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9934693412,"gmtCreate":1663231784236,"gmtModify":1676537233132,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>monitoring","listText":"<a href=\"https://ttm.financial/S/02318\">$PING AN(02318)$</a>monitoring","text":"$PING AN(02318)$monitoring","images":[{"img":"https://community-static.tradeup.com/news/4aaacdb57f1d87c22d68ae0fa3c0e064","width":"1170","height":"2565"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":156,"commentSize":37,"repostSize":1,"link":"https://ttm.financial/post/9934693412","isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578479356531453","authorId":"3578479356531453","name":"lynlion","avatar":"https://static.tigerbbs.com/a17741f12ada9d6c5ac249f5f862a3cf","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3578479356531453","idStr":"3578479356531453"},"content":"Good. Dividend comimg","text":"Good. Dividend comimg","html":"Good. Dividend comimg"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9991004123,"gmtCreate":1660744633764,"gmtModify":1676536390447,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Towards stocksplit! Also bullish longer term&nbsp;outlook as I see&nbsp;Musk as&nbsp;the \"maverick\" (ala Top Gun[Grin]&nbsp;[Grin]&nbsp;) of the auto /tech&nbsp;industry!&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Towards stocksplit! Also bullish longer term&nbsp;outlook as I see&nbsp;Musk as&nbsp;the \"maverick\" (ala Top Gun[Grin]&nbsp;[Grin]&nbsp;) of the auto /tech&nbsp;industry!&nbsp;","text":"$Tesla Motors(TSLA)$Towards stocksplit! Also bullish longer term outlook as I see Musk as the \"maverick\" (ala Top Gun[Grin] [Grin] ) of the auto /tech industry!","images":[{"img":"https://community-static.tradeup.com/news/1f11b8902f67da6177e576505bcb3fa4","width":"1170","height":"2325"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":23,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991004123","isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109816621463940","authorId":"4109816621463940","name":"Musky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4109816621463940","idStr":"4109816621463940"},"content":"I was told that one must own Tesla shares by 17 Aug to b entitled the 1-3 stock split. If so, why is the price of tesla still at this price n not one-third?","text":"I was told that one must own Tesla shares by 17 Aug to b entitled the 1-3 stock split. If so, why is the price of tesla still at this price n not one-third?","html":"I was told that one must own Tesla shares by 17 Aug to b entitled the 1-3 stock split. If so, why is the price of tesla still at this price n not one-third?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084201009,"gmtCreate":1650864448572,"gmtModify":1676534805836,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>one of the covid recovery stocks that will certainlybenefit from Singapore government's&nbsp;push for travel resumption&nbsp;","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>one of the covid recovery stocks that will certainlybenefit from Singapore government's&nbsp;push for travel resumption&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$one of the covid recovery stocks that will certainlybenefit from Singapore government's push for travel resumption","images":[{"img":"https://community-static.tradeup.com/news/d29b8ec6cc8ac8a3c4dbeb85e6c95db8","width":"750","height":"1990"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9084201009","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102495020619380","authorId":"4102495020619380","name":"romanc9","avatar":"https://static.tigerbbs.com/76bfe37245defa055adfff7453f1520f","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4102495020619380","idStr":"4102495020619380"},"content":"Can it reach back $9 is the question..","text":"Can it reach back $9 is the question..","html":"Can it reach back $9 is the question.."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9027955475,"gmtCreate":1653962118397,"gmtModify":1676535370177,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>SATS on Monday (May 30) reported earnings of S$7.2 million for the second half of FY21-22 ended March, compared to a net loss of S$2 million in the corresponding period a year ago. This counter will be riding on benefits of markets and borders reopening, I see it on an upward trend even in this volatile period.","listText":"<a href=\"https://ttm.financial/S/S58.SI\">$SATS LTD.(S58.SI)$</a>SATS on Monday (May 30) reported earnings of S$7.2 million for the second half of FY21-22 ended March, compared to a net loss of S$2 million in the corresponding period a year ago. This counter will be riding on benefits of markets and borders reopening, I see it on an upward trend even in this volatile period.","text":"$SATS LTD.(S58.SI)$SATS on Monday (May 30) reported earnings of S$7.2 million for the second half of FY21-22 ended March, compared to a net loss of S$2 million in the corresponding period a year ago. This counter will be riding on benefits of markets and borders reopening, I see it on an upward trend even in this volatile period.","images":[{"img":"https://community-static.tradeup.com/news/64984971961156d4e12338fd399adea3","width":"750","height":"1174"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027955475","isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000644","authorId":"9000000000000644","name":"CrystalRose","avatar":"https://static.tigerbbs.com/25ded438897391c2e32edc77a343fe21","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000644","idStr":"9000000000000644"},"content":"With the opening up of the policy, I believe it will yield better returns. Singapore stocks are a safe haven amid choppy global markets","text":"With the opening up of the policy, I believe it will yield better returns. Singapore stocks are a safe haven amid choppy global markets","html":"With the opening up of the policy, I believe it will yield better returns. Singapore stocks are a safe haven amid choppy global markets"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9908154062,"gmtCreate":1659345503156,"gmtModify":1705979326970,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"Everyone wss forced to&nbsp;put their travel and luxury buys on hold during COVID and endedup having cash to spend on their&nbsp;personal lifestyles with quality products such as Apple or tech gadgets at home. Many around me bought new Apple product&nbsp;launches in the recent 2years as they had nowhere else to spend their money So of course revenue is up! I wouldn't imagine it'KL be&nbsp;down at all. This also&nbsp;reflects that&nbsp;the quality is good and it's&nbsp;branding&nbsp;and positioning&nbsp;is very successful.","listText":"Everyone wss forced to&nbsp;put their travel and luxury buys on hold during COVID and endedup having cash to spend on their&nbsp;personal lifestyles with quality products such as Apple or tech gadgets at home. Many around me bought new Apple product&nbsp;launches in the recent 2years as they had nowhere else to spend their money So of course revenue is up! I wouldn't imagine it'KL be&nbsp;down at all. This also&nbsp;reflects that&nbsp;the quality is good and it's&nbsp;branding&nbsp;and positioning&nbsp;is very successful.","text":"Everyone wss forced to put their travel and luxury buys on hold during COVID and endedup having cash to spend on their personal lifestyles with quality products such as Apple or tech gadgets at home. Many around me bought new Apple product launches in the recent 2years as they had nowhere else to spend their money So of course revenue is up! I wouldn't imagine it'KL be down at all. This also reflects that the quality is good and it's branding and positioning is very successful.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908154062","repostId":"1136914958","repostType":4,"repost":{"id":"1136914958","pubTimestamp":1659362449,"share":"https://ttm.financial/m/news/1136914958?lang=&edition=fundamental","pubTime":"2022-08-01 22:00","market":"us","language":"en","title":"Apple: Why Bears Should Give In And Own This Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1136914958","media":"Seeking Alpha","summary":"SummaryMany continue to be skeptical of a richly valued stock like Apple in the face of macroeconomi","content":"<html><head></head><body><p>Summary</p><ul><li>Many continue to be skeptical of a richly valued stock like Apple in the face of macroeconomic challenges. But I think the fears are overblown.</li><li>Quality trumps risk during periods of uncertainty. AAPL checks many of the boxes that earn it the status of very high-quality stock.</li><li>In this article, I touch on Apple&#39;s consistent execution of the C-suite; cash generation; working capital and inventory management.</li></ul><p>One day after <a href=\"https://laohu8.com/S/AAPL\">Apple</a> delivered yet another consensus-beating set of results, one CNBC poll caught my attention. When asked which July winner investors might want to &#34;fade&#34;, nearly one in four Twitter respondents suggestedthat Apple stock should be the one sold into strength. Mind you, skepticism towards shares of the Cupertino company is nothing new.</p><p>Despite the stock being richly valued relative to the broad market and its own history, which may explain why some may fear that the recent rally could be short-lived, I believe that many continue to underestimate the appeal of AAPL amid a deteriorating macroeconomic environment. Below, I explain why.</p><h3>Apple&#39;s earnings beats are not a coincidence</h3><p>According to Seeking Alpha, Apple has met or topped EPS consensus in each of the past 20 quarters, if not longer. The average beat has been 15 cents per quarter since the start of the COVID-19 crisis, compared to only 3 cents per quarter in the previous ten periods.</p><p>To be clear, part of the reason why Apple has managed to impress Wall Street as much as it has lately is the lack of full guidance, coupled with high levels of uncertainty that probably caused analysts to be overly conservative at projecting financial results. Still, I think it would be a mistake to discount Apple&#39;s pristine execution during this very challenging COVID-19 period.</p><p>Since 2019, the company&#39;s revenues have grown by an annualized 19% through the end of last year (see chart below), while operating margin has expanded by a whopping 600 bps over the period ⁠- partly due to operating leverage, but also as a result of much better gross margin. Mere industry-wide tailwinds driven by the stay-at-home and work-from-home phenomena are not enough to explain such strong results, in my opinion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afb2742fd8ae8e5a411958ec5fc95545\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>AAPL Revenue(TTM) data by YCharts</span></p><p>In my view, it is about time that Apple&#39;s management team be credited for the stock&#39;s resilient valuations. If 25 times 2022 earnings may seem rich for a moderate growth stock like AAPL when the S&amp;P 500trades at only 17 timesinstead, maybe the premium is properly justified by Tim Cook and the team&#39;s ability to pull rabbits out of a hat when few other companies seem capable of doing so in 2022.</p><h3>Now is the time for quality</h3><p>It has become somewhat of a consensus view that investing in high-quality companies in the face of macroeconomic uncertainty may be the best strategy today. The graph below seems to support the idea.</p><p>Notice the price behavior of the iShares MSCI USA Quality Factor ETF (QUAL), whichleans toward companieswith &#34;high return on equity, stable year-over-year earnings growth, and low financial leverage&#34;, compared to the Invesco S&amp;P 500 High Beta ETF (SPHB) composed of stocks that are most sensitive to market-wide movements. The former did particularly well relative to the latter in 2015-2016 (the start of the US Presidential election cycle), late 2018 (the quasi-bear of Q4 driven by monetary policy jitters), and the start of the pandemic. The reverse was true during the late 2020 recovery that was unleashed by the release of the first COVID-19 vaccines and the end of the election period in the US. In other words: quality tends to trump risk in times of distress.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f3c87901c47437471d368f12649ed6\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>QUAL data by YCharts</span></p><p>Those that fear stock market softness in the face of high inflation, rising interest rates, and the first signs ofan economic slowdownmight be better served by holding Apple. In addition to the competence of the management team mentioned above, the following points suggest to me that the Cupertino company checks the &#34;high quality&#34; boxes better than most other companies and stocks in the market:</p><ul><li>The Apple brand, as qualitative a measure as it may be, continues to be a great asset for the company. During a time when established consumer companies have struggled to sell inventory and meet expectations on financial results - think Walmart (WMT) and Target (TGT) in thepast couple of months- CEO Tim Cook said, during Apple&#39;smost recent earnings call, that &#34;there was no obvious evidence of macroeconomic impact during the June quarter besides FX&#34; within the iPhone and possibly Mac and iPad segments. A weakening economy, so far, has not meant soft demand for Apple&#39;s core products.</li><li>Cash is a desirable asset during tough times, and Apple has proven to be very effective at producing and keeping it. Despite a still aggressive cash return program (see historical share repurchases and dividends below, the latter represented as a negative), Apple continues to hold over $70 billion in cash net of debt. This is more than 20% of total assets due, in part, to very tight working capital management helping to produce $93 billion in free cash flow last fiscal year, or about 25% of total revenues. On the point of working capital dynamics, Apple&#39;s negativenet operating cycle(i.e., working capital liabilities like payables are larger than working capital assets) is a rare and impressive feat that effectively means that the company&#39;s operations are financed mostly by its suppliers.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/837ee02ac7376cb964a3f8038fd5393b\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>AAPL Stock Buybacks (Quarterly)data by YCharts</span></p><ul><li>When supply chains are as constrained as they have been, it helps to be theking of inventory management. Apple has substantial control over its suppliers, allowing the company to operate a very lean business model.In fiscal 2021, the total inventory balance amounted to an astonishingly low 3.4% of annual COGS. This is impressive for a consumer company that is still heavily dependent on the sale of physical products - 81% of the top line last year.</li></ul><h3>AAPL is a buy and hold stock</h3><p>Make no mistake: Apple is an expensive stock by almost any measure. But because of the quality of the business and the management team, I believe that shares of the Cupertino-based company can both (1) continue to rise in the foreseeable future and (2) weather the deterioration of the global economies better than most of its peers.</p><p>Being an Apple bear has never been too easy. More so now, I believe that skeptics might want to rethink their stance towards this stock and consider owning it for the long haul.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Why Bears Should Give In And Own This Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Why Bears Should Give In And Own This Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528106-apple-bears-rethink-stance-own-aapl-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMany continue to be skeptical of a richly valued stock like Apple in the face of macroeconomic challenges. But I think the fears are overblown.Quality trumps risk during periods of uncertainty....</p>\n\n<a href=\"https://seekingalpha.com/article/4528106-apple-bears-rethink-stance-own-aapl-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4528106-apple-bears-rethink-stance-own-aapl-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136914958","content_text":"SummaryMany continue to be skeptical of a richly valued stock like Apple in the face of macroeconomic challenges. But I think the fears are overblown.Quality trumps risk during periods of uncertainty. AAPL checks many of the boxes that earn it the status of very high-quality stock.In this article, I touch on Apple's consistent execution of the C-suite; cash generation; working capital and inventory management.One day after Apple delivered yet another consensus-beating set of results, one CNBC poll caught my attention. When asked which July winner investors might want to \"fade\", nearly one in four Twitter respondents suggestedthat Apple stock should be the one sold into strength. Mind you, skepticism towards shares of the Cupertino company is nothing new.Despite the stock being richly valued relative to the broad market and its own history, which may explain why some may fear that the recent rally could be short-lived, I believe that many continue to underestimate the appeal of AAPL amid a deteriorating macroeconomic environment. Below, I explain why.Apple's earnings beats are not a coincidenceAccording to Seeking Alpha, Apple has met or topped EPS consensus in each of the past 20 quarters, if not longer. The average beat has been 15 cents per quarter since the start of the COVID-19 crisis, compared to only 3 cents per quarter in the previous ten periods.To be clear, part of the reason why Apple has managed to impress Wall Street as much as it has lately is the lack of full guidance, coupled with high levels of uncertainty that probably caused analysts to be overly conservative at projecting financial results. Still, I think it would be a mistake to discount Apple's pristine execution during this very challenging COVID-19 period.Since 2019, the company's revenues have grown by an annualized 19% through the end of last year (see chart below), while operating margin has expanded by a whopping 600 bps over the period ⁠- partly due to operating leverage, but also as a result of much better gross margin. Mere industry-wide tailwinds driven by the stay-at-home and work-from-home phenomena are not enough to explain such strong results, in my opinion.AAPL Revenue(TTM) data by YChartsIn my view, it is about time that Apple's management team be credited for the stock's resilient valuations. If 25 times 2022 earnings may seem rich for a moderate growth stock like AAPL when the S&P 500trades at only 17 timesinstead, maybe the premium is properly justified by Tim Cook and the team's ability to pull rabbits out of a hat when few other companies seem capable of doing so in 2022.Now is the time for qualityIt has become somewhat of a consensus view that investing in high-quality companies in the face of macroeconomic uncertainty may be the best strategy today. The graph below seems to support the idea.Notice the price behavior of the iShares MSCI USA Quality Factor ETF (QUAL), whichleans toward companieswith \"high return on equity, stable year-over-year earnings growth, and low financial leverage\", compared to the Invesco S&P 500 High Beta ETF (SPHB) composed of stocks that are most sensitive to market-wide movements. The former did particularly well relative to the latter in 2015-2016 (the start of the US Presidential election cycle), late 2018 (the quasi-bear of Q4 driven by monetary policy jitters), and the start of the pandemic. The reverse was true during the late 2020 recovery that was unleashed by the release of the first COVID-19 vaccines and the end of the election period in the US. In other words: quality tends to trump risk in times of distress.QUAL data by YChartsThose that fear stock market softness in the face of high inflation, rising interest rates, and the first signs ofan economic slowdownmight be better served by holding Apple. In addition to the competence of the management team mentioned above, the following points suggest to me that the Cupertino company checks the \"high quality\" boxes better than most other companies and stocks in the market:The Apple brand, as qualitative a measure as it may be, continues to be a great asset for the company. During a time when established consumer companies have struggled to sell inventory and meet expectations on financial results - think Walmart (WMT) and Target (TGT) in thepast couple of months- CEO Tim Cook said, during Apple'smost recent earnings call, that \"there was no obvious evidence of macroeconomic impact during the June quarter besides FX\" within the iPhone and possibly Mac and iPad segments. A weakening economy, so far, has not meant soft demand for Apple's core products.Cash is a desirable asset during tough times, and Apple has proven to be very effective at producing and keeping it. Despite a still aggressive cash return program (see historical share repurchases and dividends below, the latter represented as a negative), Apple continues to hold over $70 billion in cash net of debt. This is more than 20% of total assets due, in part, to very tight working capital management helping to produce $93 billion in free cash flow last fiscal year, or about 25% of total revenues. On the point of working capital dynamics, Apple's negativenet operating cycle(i.e., working capital liabilities like payables are larger than working capital assets) is a rare and impressive feat that effectively means that the company's operations are financed mostly by its suppliers.AAPL Stock Buybacks (Quarterly)data by YChartsWhen supply chains are as constrained as they have been, it helps to be theking of inventory management. Apple has substantial control over its suppliers, allowing the company to operate a very lean business model.In fiscal 2021, the total inventory balance amounted to an astonishingly low 3.4% of annual COGS. This is impressive for a consumer company that is still heavily dependent on the sale of physical products - 81% of the top line last year.AAPL is a buy and hold stockMake no mistake: Apple is an expensive stock by almost any measure. But because of the quality of the business and the management team, I believe that shares of the Cupertino-based company can both (1) continue to rise in the foreseeable future and (2) weather the deterioration of the global economies better than most of its peers.Being an Apple bear has never been too easy. More so now, I believe that skeptics might want to rethink their stance towards this stock and consider owning it for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4115468783884772","authorId":"4115468783884772","name":"luckyjas","avatar":"https://community-static.tradeup.com/news/dc91b297d925936eaa948b4ab476265c","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4115468783884772","idStr":"4115468783884772"},"content":"good read","text":"good read","html":"good read"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017307467,"gmtCreate":1649741680304,"gmtModify":1676534562301,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>the current dip presents a&nbsp;good chance&nbsp;for those considering entering[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>the current dip presents a&nbsp;good chance&nbsp;for those considering entering[Cool]&nbsp;","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$the current dip presents a good chance for those considering entering[Cool]","images":[{"img":"https://community-static.tradeup.com/news/a58bf5d9d09e4dc635284d56d0a7f821","width":"1125","height":"2949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9017307467","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568392750336799","authorId":"3568392750336799","name":"logostauros","avatar":"https://static.tigerbbs.com/0c229f031636d32a7ce296d4431a41e4","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3568392750336799","idStr":"3568392750336799"},"content":"Feel the same","text":"Feel the same","html":"Feel the same"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9032490902,"gmtCreate":1647416636348,"gmtModify":1676534227173,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>Watching this Alibaba drama while US sleeps. The fluctuations in a day is phenomenal and many of us are going [Surprised]&nbsp;I am invested in this too. The key question now is, at the end of it all,&nbsp;is this&nbsp;going to be a horror movie, a thriller, comedy,or&nbsp;a CNY prosperity/family movie etc?&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>Watching this Alibaba drama while US sleeps. The fluctuations in a day is phenomenal and many of us are going [Surprised]&nbsp;I am invested in this too. The key question now is, at the end of it all,&nbsp;is this&nbsp;going to be a horror movie, a thriller, comedy,or&nbsp;a CNY prosperity/family movie etc?&nbsp;&nbsp;","text":"$Alibaba(09988)$Watching this Alibaba drama while US sleeps. The fluctuations in a day is phenomenal and many of us are going [Surprised] I am invested in this too. The key question now is, at the end of it all, is this going to be a horror movie, a thriller, comedy,or a CNY prosperity/family movie etc?","images":[{"img":"https://community-static.tradeup.com/news/0c6b886f6c1fbbc62efde878ebaee8f4","width":"750","height":"2392"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032490902","isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109941540501062","authorId":"4109941540501062","name":"买香蕉也用券","avatar":"https://community-static.tradeup.com/news/bd3a71caa40eb6e0d2468ff0ffa1a967","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4109941540501062","idStr":"4109941540501062"},"content":"nah, yesterday they US baba did clim about 6% and was still climbing postmarket about another 3%(while u were sleeping)","text":"nah, yesterday they US baba did clim about 6% and was still climbing postmarket about another 3%(while u were sleeping)","html":"nah, yesterday they US baba did clim about 6% and was still climbing postmarket about another 3%(while u were sleeping)"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9064022660,"gmtCreate":1652252556150,"gmtModify":1676535062407,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JYEU.SI\">$Lendlease Global Commercial REIT(JYEU.SI)$</a>a good one in view of the recovering retail sector, high portfolio occupancy and acquisition of remaining stake in JEM, plus I am always&nbsp;big on any stocks with good&nbsp;dividends!&nbsp;","listText":"<a href=\"https://ttm.financial/S/JYEU.SI\">$Lendlease Global Commercial REIT(JYEU.SI)$</a>a good one in view of the recovering retail sector, high portfolio occupancy and acquisition of remaining stake in JEM, plus I am always&nbsp;big on any stocks with good&nbsp;dividends!&nbsp;","text":"$Lendlease Global Commercial REIT(JYEU.SI)$a good one in view of the recovering retail sector, high portfolio occupancy and acquisition of remaining stake in JEM, plus I am always big on any stocks with good dividends!","images":[{"img":"https://community-static.tradeup.com/news/c86625733a9ab33b5d6f69c19e43bfd2","width":"750","height":"1990"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064022660","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9046825009,"gmtCreate":1656332773801,"gmtModify":1676535807367,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02020\">$ANTA SPORTS(02020)$</a>[Thinking]&nbsp;[Thinking]&nbsp; hmm up 8%? Where is the push coming from? A recovery trajectory in the horizon?&nbsp;","listText":"<a href=\"https://ttm.financial/S/02020\">$ANTA SPORTS(02020)$</a>[Thinking]&nbsp;[Thinking]&nbsp; hmm up 8%? Where is the push coming from? A recovery trajectory in the horizon?&nbsp;","text":"$ANTA SPORTS(02020)$[Thinking] [Thinking] hmm up 8%? Where is the push coming from? A recovery trajectory in the horizon?","images":[{"img":"https://community-static.tradeup.com/news/a32167bf96b33bc150a8f25685b5b584","width":"1170","height":"3669"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9046825009","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093015537749630","authorId":"4093015537749630","name":"lawteoh777","avatar":"https://static.tigerbbs.com/5ae1877cb7a2cdc2cf639fc280bc02e5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4093015537749630","idStr":"4093015537749630"},"content":"confused as well","text":"confused as well","html":"confused as well"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9012806152,"gmtCreate":1649298551061,"gmtModify":1676534487974,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Untrendwill continue aided by momentum of&nbsp;borders reopening momentum and resumption of flights. Go go go!&nbsp;","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Untrendwill continue aided by momentum of&nbsp;borders reopening momentum and resumption of flights. Go go go!&nbsp;","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Untrendwill continue aided by momentum of borders reopening momentum and resumption of flights. Go go go!","images":[{"img":"https://community-static.tradeup.com/news/c62d7345ea3440103f7edb1baa990d62","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012806152","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014534806,"gmtCreate":1649682272092,"gmtModify":1676534549987,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XLP\">$Consumer Staples Select Sector SPDR Fund(XLP)$</a>One of the few greens in sea of redthis period... considering a position to bolster against dips in recent period as well as inflation[Thinking]&nbsp;","listText":"<a href=\"https://ttm.financial/S/XLP\">$Consumer Staples Select Sector SPDR Fund(XLP)$</a>One of the few greens in sea of redthis period... considering a position to bolster against dips in recent period as well as inflation[Thinking]&nbsp;","text":"$Consumer Staples Select Sector SPDR Fund(XLP)$One of the few greens in sea of redthis period... considering a position to bolster against dips in recent period as well as inflation[Thinking]","images":[{"img":"https://community-static.tradeup.com/news/ed1da2920d63f611f4fbee23bfc62224","width":"750","height":"2392"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9014534806","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9058487493,"gmtCreate":1654880091812,"gmtModify":1676535527603,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>[Drowsy]&nbsp;in the past 12months, from $346 at its highest to $155 at its lowest... dizzy","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>[Drowsy]&nbsp;in the past 12months, from $346 at its highest to $155 at its lowest... dizzy","text":"$NVIDIA Corp(NVDA)$[Drowsy] in the past 12months, from $346 at its highest to $155 at its lowest... dizzy","images":[{"img":"https://community-static.tradeup.com/news/6a83fec33eee84f5f377a0185b8febfc","width":"750","height":"2322"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9058487493","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577508056689710","authorId":"3577508056689710","name":"XiDon","avatar":"https://static.tigerbbs.com/ea7df366a333cc3ec88f2af18dd5431b","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3577508056689710","idStr":"3577508056689710"},"content":"Thanks for sharing","text":"Thanks for sharing","html":"Thanks for sharing"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9012803711,"gmtCreate":1649298347050,"gmtModify":1676534487931,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C2PU.SI\">$PARKWAYLIFE REIT(C2PU.SI)$</a>A good reit&nbsp;in considering&nbsp;Singapore's increasing needs for healthcare for an aging population. Its&nbsp;also a&nbsp;good investment&nbsp;option in view of&nbsp;current inflationary and volatile environment.","listText":"<a href=\"https://ttm.financial/S/C2PU.SI\">$PARKWAYLIFE REIT(C2PU.SI)$</a>A good reit&nbsp;in considering&nbsp;Singapore's increasing needs for healthcare for an aging population. Its&nbsp;also a&nbsp;good investment&nbsp;option in view of&nbsp;current inflationary and volatile environment.","text":"$PARKWAYLIFE REIT(C2PU.SI)$A good reit in considering Singapore's increasing needs for healthcare for an aging population. Its also a good investment option in view of current inflationary and volatile environment.","images":[{"img":"https://community-static.tradeup.com/news/b18cac9d15c1d0bfb3db0417b04bf921","width":"1125","height":"2949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012803711","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089933742744210","authorId":"4089933742744210","name":"Shirleyopy","avatar":"https://static.tigerbbs.com/73e101c6494f34a5e8b0d14bb618758d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4089933742744210","idStr":"4089933742744210"},"content":"Good to park yr money in this parkinv lot","text":"Good to park yr money in this parkinv lot","html":"Good to park yr money in this parkinv lot"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":203962181971992,"gmtCreate":1690802125693,"gmtModify":1690802129356,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$&nbsp;</a>Wow... 👍🏻👍🏻","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$&nbsp;</a>Wow... 👍🏻👍🏻","text":"$KEPPEL CORPORATION LIMITED(BN4.SI)$ Wow... 👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203962181971992","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995997242,"gmtCreate":1661391091288,"gmtModify":1676536510229,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a><v-v data-views=\"1\"></v-v>I am after blue chip, long term dividend stocks. quite happy with the dividends received from OCBC in my Tiger account&nbsp;today!","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a><v-v data-views=\"1\"></v-v>I am after blue chip, long term dividend stocks. quite happy with the dividends received from OCBC in my Tiger account&nbsp;today!","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$I am after blue chip, long term dividend stocks. quite happy with the dividends received from OCBC in my Tiger account today!","images":[{"img":"https://community-static.tradeup.com/news/fc148fca1b69162e80c217dbb3e10fb1","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995997242","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"4105421923397120","idStr":"4105421923397120"},"content":"Tp $14. Huat ah!","text":"Tp $14. Huat ah!","html":"Tp $14. Huat ah!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9906720250,"gmtCreate":1659595109872,"gmtModify":1705982020103,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$</a>Going strong, with a dividend payout of $0.15 per share next week, nice[Grin]&nbsp;","listText":"<a href=\"https://ttm.financial/S/BN4.SI\">$KEPPEL CORPORATION LIMITED(BN4.SI)$</a>Going strong, with a dividend payout of $0.15 per share next week, nice[Grin]&nbsp;","text":"$KEPPEL CORPORATION LIMITED(BN4.SI)$Going strong, with a dividend payout of $0.15 per share next week, nice[Grin]","images":[{"img":"https://community-static.tradeup.com/news/9771d11573d11824b2f2691fb8bad300","width":"1170","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906720250","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9046863476,"gmtCreate":1656330433895,"gmtModify":1676535807037,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>It was very cheap and there's room for the price to go up, came&nbsp;a little earlier than expected but its&nbsp;good to see nonetheless!","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>It was very cheap and there's room for the price to go up, came&nbsp;a little earlier than expected but its&nbsp;good to see nonetheless!","text":"$Alibaba(BABA)$It was very cheap and there's room for the price to go up, came a little earlier than expected but its good to see nonetheless!","images":[{"img":"https://community-static.tradeup.com/news/5808b7021845762ba31b753f38a7c07c","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046863476","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586239565205948","authorId":"3586239565205948","name":"小可爱0958","avatar":"https://community-static.tradeup.com/news/0b23a224c6451f227f187f04e04dffa9","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3586239565205948","idStr":"3586239565205948"},"content":"[Bared teeth] [bared teeth]","text":"[Bared teeth] [bared teeth]","html":"[Bared teeth] [bared teeth]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081401997,"gmtCreate":1650259711027,"gmtModify":1676534681323,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Waiting for reopening momentum to pick up[Cool]&nbsp;[Onlooker]&nbsp;","listText":"<a href=\"https://ttm.financial/S/Y92.SI\">$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$</a>Waiting for reopening momentum to pick up[Cool]&nbsp;[Onlooker]&nbsp;","text":"$THAI BEVERAGE PUBLIC CO LTD(Y92.SI)$Waiting for reopening momentum to pick up[Cool] [Onlooker]","images":[{"img":"https://community-static.tradeup.com/news/7eec1ab5dea8a548c2790a3e9d8a1f33","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081401997","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9084913184,"gmtCreate":1650790848290,"gmtModify":1676534793843,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"A good read. Tend to agree about BABA being driven down further by extreme fear, andthat it&nbsp;now actually presents&nbsp;higher profitability and yield&nbsp;upside and also greater potential for growth.","listText":"A good read. Tend to agree about BABA being driven down further by extreme fear, andthat it&nbsp;now actually presents&nbsp;higher profitability and yield&nbsp;upside and also greater potential for growth.","text":"A good read. Tend to agree about BABA being driven down further by extreme fear, andthat it now actually presents higher profitability and yield upside and also greater potential for growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084913184","repostId":"2229416577","repostType":4,"repost":{"id":"2229416577","pubTimestamp":1650684004,"share":"https://ttm.financial/m/news/2229416577?lang=&edition=fundamental","pubTime":"2022-04-23 11:20","market":"us","language":"en","title":"Alibaba Vs. Amazon Stock: Back To Fundamentals","url":"https://stock-news.laohu8.com/highlight/detail?id=2229416577","media":"seekingalpha","summary":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.</li><li>A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.</li><li>Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.</li><li>Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b5ac1c4e34f0e556f966ee340d8118\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>alexsl/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>The stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.</p><p>And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,</p><ul><li>BABA&#39;s stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN&#39;s stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.</li><li>As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA&#39;s EBIT profit margin is almost twice that of Amazon - not only shows BABA&#39;s superior profitability (and AMZN&#39;s concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&amp;D output, return on capital employed, and growth potential.</li><li>Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc32a62854da273e12174d4c8743211\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9307ef042b92a9964176e9d55e850efc\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Both R&amp;D aggressively but BABA enjoys way better yield</b></p><p>As mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>.</p><p>So let&#39;s first see how well and sustainably BABA and AMZN can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&amp;D in recent years. AMZN didn&#39;t spend meaningfully on R&amp;D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&amp;D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7e323032c8f5c21cefbaad05f431d0\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><p>Then the next question is, how effective is their R&amp;D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett&#39;s $1 test on R&amp;D expenses. Advised by Buffett, we do not only listen to CEOs&#39; pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN&#39;s cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:</p><blockquote><ul><li><i>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&amp;D expenditures. We used the operating cash flow as the measure for profit.</i></li><li><i>Also, most R&amp;D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.</i></li></ul></blockquote><p>As you can see, the R&amp;D yield for both has been remarkably consistent although at different levels. In BABA&#39;s case, its R&amp;D yield has been steady around an average of $3.3 in recent years. This level of R&amp;D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&amp;D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&amp;D yield in this group is Apple (AAPL), which generates an R&amp;D yield of $4.7 of profit output from every $1 of R&amp;D expenses.</p><p>AMZN&#39;s R&amp;D yield of $0.9, on the other hand, is substantially lower than BABA&#39;s and is also the lowest among the FAAMG group. And note that since AMZN didn&#39;t spend meaningfully on R&amp;D before 2016, we only started reporting its R&amp;D yield starting in 2016.</p><p>Next, we will examine their profitability to fuel their R&amp;D efforts sustainably and also dive into some of the specific R&amp;D efforts they are undertaking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900e44a75dee8b7ca4ba98a4fd84fe9f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>BABA enjoys far superior profitability</b></p><p>As explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:</p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is &#34;simply&#34; the product of ROCE and reinvestment rate, i.e.,</i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate</i></blockquote><p>The ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China&#39;s tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.</p><p>AMZN&#39;s ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it&#39;s not comparable to BABA or other overachievers in the FAANG pack.</p><p>Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8056d3adecb25ebef04479bb04307ec3\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Growth prospects and final verdict</b></p><p>Looking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it&#39;s easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it&#39;s projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6158c888029f44a73ed791c390065540\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>OBERLO data</span></p><p>I also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure &#34;pay per use&#34; model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA&#39;s case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&amp;D yield and high ROCE. Similarly, AMZN&#39;s AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN&#39;s also announced the planned $8.45 billion purchase of MGM Movie Studios, and I&#39;m optimistic about the synergies with its streaming businesses.</p><p>Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world&#39;s unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.</p><p>Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&amp;D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609b820dedf6ed23d5ddfd1ed92b9515\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Risks</b></p><p>I do not think there is a need to repeat BABA&#39;s risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.</p><p>For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (&#34;FCF&#34;) deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963ea4489df1ce587e26c13d870e7326\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>AMZN 2021 Q4 earnings release</span></p><p><b>Summary and final thoughts</b></p><p>The stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.</p><p>The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,</p><ul><li>The current market valuation has already priced in all the risks surrounding BABA. BABA&#39;s price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.</li><li>Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&amp;D efforts, but BABA enjoys a far better yield.</li><li>I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.</li></ul></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 Vs. Amazon Stock: Back To Fundamentals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Vs. Amazon Stock: Back To Fundamentals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals\">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","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229416577","content_text":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.alexsl/iStock Unreleased via Getty ImagesThesisThe stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,BABA's stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN's stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA's EBIT profit margin is almost twice that of Amazon - not only shows BABA's superior profitability (and AMZN's concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&D output, return on capital employed, and growth potential.Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.Seeking AlphaSeeking AlphaBoth R&D aggressively but BABA enjoys way better yieldAs mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process.So let's first see how well and sustainably BABA and AMZN can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&D in recent years. AMZN didn't spend meaningfully on R&D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.Author based on Seeking Alpha dataThen the next question is, how effective is their R&D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett's $1 test on R&D expenses. Advised by Buffett, we do not only listen to CEOs' pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN's cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit.Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.As you can see, the R&D yield for both has been remarkably consistent although at different levels. In BABA's case, its R&D yield has been steady around an average of $3.3 in recent years. This level of R&D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&D yield in this group is Apple (AAPL), which generates an R&D yield of $4.7 of profit output from every $1 of R&D expenses.AMZN's R&D yield of $0.9, on the other hand, is substantially lower than BABA's and is also the lowest among the FAAMG group. And note that since AMZN didn't spend meaningfully on R&D before 2016, we only started reporting its R&D yield starting in 2016.Next, we will examine their profitability to fuel their R&D efforts sustainably and also dive into some of the specific R&D efforts they are undertaking.AuthorBABA enjoys far superior profitabilityAs explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is \"simply\" the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateThe ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China's tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.AMZN's ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it's not comparable to BABA or other overachievers in the FAANG pack.Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.AuthorGrowth prospects and final verdictLooking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it's easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it's projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.OBERLO dataI also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure \"pay per use\" model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA's case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&D yield and high ROCE. Similarly, AMZN's AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN's also announced the planned $8.45 billion purchase of MGM Movie Studios, and I'm optimistic about the synergies with its streaming businesses.Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world's unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.AuthorRisksI do not think there is a need to repeat BABA's risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (\"FCF\") deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.AMZN 2021 Q4 earnings releaseSummary and final thoughtsThe stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,The current market valuation has already priced in all the risks surrounding BABA. BABA's price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&D efforts, but BABA enjoys a far better yield.I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582677971530678","authorId":"3582677971530678","name":"BlueDaisy","avatar":"https://static.tigerbbs.com/0747094283743978b62fb8b1ee2cf44c","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582677971530678","idStr":"3582677971530678"},"content":"Got to be very patient. But i still believe it will pay off.","text":"Got to be very patient. But i still believe it will pay off.","html":"Got to be very patient. But i still believe it will pay off."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919355896,"gmtCreate":1663737633115,"gmtModify":1676537326712,"author":{"id":"4101516278371810","authorId":"4101516278371810","name":"Steadyhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101516278371810","idStr":"4101516278371810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Recovery play","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>Recovery play","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$Recovery play","images":[{"img":"https://community-static.tradeup.com/news/ac82d14250bbde29434604faac5068d3","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9919355896","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}