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TheYellowPika

TheYellowPika

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2022-12-07

Why not drop? Doesn't make sense to move up on negative income

Sorry, the original content has been removed

2022-12-02

$Pinduoduo Inc.(PDD)$ economy opening up is bad for e-commerce. Users will spend less time on app. Additionally, raising star of tiktok live shop will divide consumers

2022-12-02

$Pinduoduo Inc.(PDD)$

2022-12-02

$Pinduoduo Inc.(PDD)$ tonight may crash

2022-11-30

$NIO Inc.(NIO)$ over sentiment reaction[LOL] [LOL]

2022-11-30

$XPeng Inc.(XPEV)$ dumping

2022-11-29

$E-mini Nasdaq 100 - main 2212(NQmain)$ mr bear coming

2022-11-29

$XPeng Inc.(XPEV)$ short covering coming tonight may break

2022-11-28

$XPeng Inc.(XPEV)$ loaded and flying off

2022-11-28

$NASDAQ(.IXIC)$ super red day

2022-11-28

‌$Pinduoduo Inc.(PDD)$ ‌result not out and it climb up lol

2022-11-27

$HSI(HSI)$ next week will be in deep red. China COVID cases hit ATH and economy will not growing with the help of stimulus package. Money outflow to FD gets faster than before. Uncertainty environment

2022-11-26

$XPeng Inc.(XPEV)$ crash coming run

2022-11-25

‌$Apple(AAPL)$ ‌Rotten apples

2022-11-25

iPhone getting more expensive. Foreseeable next few years less buyer

Apple: Digesting This Souring Pie

2022-11-23

$NASDAQ(.IXIC)$ investors are too optimistic. do opposite and you will be safe [Put]

2022-11-22

$Tesla Motors(TSLA)$ tesla cut prices for a third time on quarter. Bad news to weak cash flow EV car company

2022-11-21

$XPeng Inc.(XPEV)$ they will burn cash to zero before battery develop

Sorry, the original content has been removed

2022-11-21

$XPENG-W(09868)$ [Put] [Put] [Put] [Put]

2022-11-17

$XPeng Inc.(XPEV)$ seriously they sold 1k cars per week? Bearish

Go to Tiger App to see more news

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Users will spend less time on app. Additionally, raising star of tiktok live shop will divide consumers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965280172","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965678748,"gmtCreate":1669950714885,"gmtModify":1676538276996,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Pinduoduo Inc.(PDD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965678748","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965609798,"gmtCreate":1669940557915,"gmtModify":1676538273611,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$&nbsp;</a>tonight may crash&nbsp;","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$&nbsp;</a>tonight may crash&nbsp;","text":"$Pinduoduo Inc.(PDD)$ tonight may crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965609798","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962412914,"gmtCreate":1669822388239,"gmtModify":1676538250836,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>over sentiment reaction[LOL]&nbsp;[LOL]&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a>over sentiment reaction[LOL]&nbsp;[LOL]&nbsp;","text":"$NIO Inc.(NIO)$ over sentiment reaction[LOL] [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962412914","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962405593,"gmtCreate":1669818976112,"gmtModify":1676538249760,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>dumping&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>dumping&nbsp;","text":"$XPeng Inc.(XPEV)$ dumping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962405593","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962384669,"gmtCreate":1669724326752,"gmtModify":1676538229579,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/FUT/NQmain\">$E-mini Nasdaq 100 - main 2212(NQmain)$&nbsp;</a><v-v data-views=\"0\"></v-v>mr bear&nbsp;coming","listText":"<a href=\"https://ttm.financial/FUT/NQmain\">$E-mini Nasdaq 100 - main 2212(NQmain)$&nbsp;</a><v-v data-views=\"0\"></v-v>mr bear&nbsp;coming","text":"$E-mini Nasdaq 100 - main 2212(NQmain)$ mr bear coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962384669","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962074979,"gmtCreate":1669685913492,"gmtModify":1676538222987,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>short covering coming tonight may break","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>short covering coming tonight may break","text":"$XPeng Inc.(XPEV)$ short covering coming tonight may break","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962074979","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966725729,"gmtCreate":1669650956061,"gmtModify":1676538218962,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>loaded and flying off","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>loaded and flying off","text":"$XPeng Inc.(XPEV)$ loaded and flying off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966725729","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966720900,"gmtCreate":1669649312001,"gmtModify":1676538218626,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a>super red day&nbsp;","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a>super red day&nbsp;","text":"$NASDAQ(.IXIC)$ super red day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966720900","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966471583,"gmtCreate":1669630308743,"gmtModify":1676538215956,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$ &nbsp;</a>‌result not out and it climb up lol","listText":"‌<a href=\"https://laohu8.com/S/PDD\">$Pinduoduo Inc.(PDD)$ &nbsp;</a>‌result not out and it climb up lol","text":"‌$Pinduoduo Inc.(PDD)$ ‌result not out and it climb up lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966471583","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966200758,"gmtCreate":1669533279774,"gmtModify":1676538205643,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a>next week will be in deep red. China&nbsp;COVID cases hit ATH and economy will not growing&nbsp;with the help of stimulus package. Money outflow to FD gets faster than before.&nbsp;Uncertainty environment","listText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a>next week will be in deep red. China&nbsp;COVID cases hit ATH and economy will not growing&nbsp;with the help of stimulus package. Money outflow to FD gets faster than before.&nbsp;Uncertainty environment","text":"$HSI(HSI)$ next week will be in deep red. China COVID cases hit ATH and economy will not growing with the help of stimulus package. Money outflow to FD gets faster than before. Uncertainty environment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966200758","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565163058838010","authorId":"3565163058838010","name":"1M55","avatar":"https://community-static.tradeup.com/news/0bd27cbcf695e34991231d096c06c44d","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3565163058838010","idStr":"3565163058838010"},"content":"protest is aggressive. investor shifting to haven asset like yen. byebye china. already beaten up badly stock. with this. collapsing well","text":"protest is aggressive. investor shifting to haven asset like yen. byebye china. already beaten up badly stock. with this. collapsing well","html":"protest is aggressive. investor shifting to haven asset like yen. byebye china. already beaten up badly stock. with this. collapsing well"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966945214,"gmtCreate":1669394612338,"gmtModify":1676538192948,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>crash coming run","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>crash coming run","text":"$XPeng Inc.(XPEV)$ crash coming run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966945214","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966963134,"gmtCreate":1669384151828,"gmtModify":1676538191683,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$ &nbsp;</a>‌Rotten apples","listText":"‌<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$ &nbsp;</a>‌Rotten apples","text":"‌$Apple(AAPL)$ ‌Rotten apples","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966963134","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966908111,"gmtCreate":1669366656134,"gmtModify":1676538189512,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"iPhone getting more expensive. Foreseeable next few years less buyer","listText":"iPhone getting more expensive. Foreseeable next few years less buyer","text":"iPhone getting more expensive. Foreseeable next few years less buyer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966908111","repostId":"2285438248","repostType":4,"repost":{"id":"2285438248","pubTimestamp":1669363390,"share":"https://ttm.financial/m/news/2285438248?lang=&edition=fundamental","pubTime":"2022-11-25 16:03","market":"us","language":"en","title":"Apple: Digesting This Souring Pie","url":"https://stock-news.laohu8.com/highlight/detail?id=2285438248","media":"Seeking Alpha","summary":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are","content":"<html><head></head><body><h2>Summary</h2><ul><li>We are short-term bearish on Apple, but outline a trade for when the stock falls again.</li><li>We are still in a rate hike cycle, and the general market has rallied hard.</li><li>Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.</li><li>There are major issues with production.</li><li>Let it fall.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98aaa6991c907012babe7fa574645eb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>kimberrywood/iStock via Getty Images</span></p><p>We want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e59b276b117db7b1fe6933c4048b4d34\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>BAD BEAT Investing</span></p><p>Here is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.</p><p>The play</p><p>Target entry 1: $144-$145 (25% of position)</p><p>Target entry 2: $135-$136 (30% of position)</p><p>Target entry 3: $130-$131 (45% of position)</p><p>With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.</p><h2>Performance discussion</h2><p>The performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.</p><p>Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.</p><p>We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.</p><p>Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.</p><h2>Now, why do we think shares can and will fall?</h2><p>There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.</p><p>China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese &#34;zero-Covid policy&#34; has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.</p><p>Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple&#39;s products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.</p><p>These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let&#39;s say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.</p><p>Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1581e9fbec92a0c8dde081063f426c2a\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/><span>Apple 10-K October 2022</span></p><p>Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.</p><p>For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.</p><h2>Take home</h2><p>Honestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.</p><p><i>This article is written by </i><i>Quad 7 Capital</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Digesting This Souring Pie</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: Digesting This Souring Pie\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie\">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/4560362-apple-digesting-this-souring-pie","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285438248","content_text":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.There are major issues with production.Let it fall.kimberrywood/iStock via Getty ImagesWe want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.BAD BEAT InvestingHere is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.The playTarget entry 1: $144-$145 (25% of position)Target entry 2: $135-$136 (30% of position)Target entry 3: $130-$131 (45% of position)With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.Performance discussionThe performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.Now, why do we think shares can and will fall?There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese \"zero-Covid policy\" has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple's products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let's say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.Apple 10-K October 2022Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.Take homeHonestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.This article is written by Quad 7 Capital for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968625834,"gmtCreate":1669215708228,"gmtModify":1676538168541,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a>investors are too optimistic. do opposite and you will be safe&nbsp;[Put]&nbsp;","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a>investors are too optimistic. do opposite and you will be safe&nbsp;[Put]&nbsp;","text":"$NASDAQ(.IXIC)$ investors are too optimistic. do opposite and you will be safe [Put]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968625834","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968968646,"gmtCreate":1669100815885,"gmtModify":1676538152063,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>tesla cut prices for a third time on quarter. Bad news to weak cash flow&nbsp;EV car company","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>tesla cut prices for a third time on quarter. Bad news to weak cash flow&nbsp;EV car company","text":"$Tesla Motors(TSLA)$ tesla cut prices for a third time on quarter. Bad news to weak cash flow EV car company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968968646","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961425555,"gmtCreate":1669028851477,"gmtModify":1676538141709,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>they will burn cash to zero before battery develop","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>they will burn cash to zero before battery develop","text":"$XPeng Inc.(XPEV)$ they will burn cash to zero before battery develop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961425555","repostId":"2285687014","repostType":2,"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961522774,"gmtCreate":1668999020999,"gmtModify":1676538137094,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>[Put]&nbsp;[Put]&nbsp;[Put]&nbsp;[Put]&nbsp;","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>[Put]&nbsp;[Put]&nbsp;[Put]&nbsp;[Put]&nbsp;","text":"$XPENG-W(09868)$ [Put] [Put] [Put] [Put]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961522774","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963221709,"gmtCreate":1668696569402,"gmtModify":1676538098818,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102045222510650","idStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>seriously they sold 1k cars per week? Bearish&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>seriously they sold 1k cars per week? Bearish&nbsp;","text":"$XPeng Inc.(XPEV)$ seriously they sold 1k cars per week? Bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963221709","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9963105230,"gmtCreate":1668610313121,"gmtModify":1676538084414,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>worse yet to come&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>worse yet to come&nbsp;","text":"$XPeng Inc.(XPEV)$ worse yet to come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9963105230","isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966908111,"gmtCreate":1669366656134,"gmtModify":1676538189512,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"iPhone getting more expensive. Foreseeable next few years less buyer","listText":"iPhone getting more expensive. Foreseeable next few years less buyer","text":"iPhone getting more expensive. Foreseeable next few years less buyer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966908111","repostId":"2285438248","repostType":4,"repost":{"id":"2285438248","pubTimestamp":1669363390,"share":"https://ttm.financial/m/news/2285438248?lang=&edition=fundamental","pubTime":"2022-11-25 16:03","market":"us","language":"en","title":"Apple: Digesting This Souring Pie","url":"https://stock-news.laohu8.com/highlight/detail?id=2285438248","media":"Seeking Alpha","summary":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are","content":"<html><head></head><body><h2>Summary</h2><ul><li>We are short-term bearish on Apple, but outline a trade for when the stock falls again.</li><li>We are still in a rate hike cycle, and the general market has rallied hard.</li><li>Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.</li><li>There are major issues with production.</li><li>Let it fall.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98aaa6991c907012babe7fa574645eb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>kimberrywood/iStock via Getty Images</span></p><p>We want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e59b276b117db7b1fe6933c4048b4d34\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>BAD BEAT Investing</span></p><p>Here is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.</p><p>The play</p><p>Target entry 1: $144-$145 (25% of position)</p><p>Target entry 2: $135-$136 (30% of position)</p><p>Target entry 3: $130-$131 (45% of position)</p><p>With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.</p><h2>Performance discussion</h2><p>The performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.</p><p>Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.</p><p>We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.</p><p>Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.</p><h2>Now, why do we think shares can and will fall?</h2><p>There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.</p><p>China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese &#34;zero-Covid policy&#34; has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.</p><p>Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple&#39;s products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.</p><p>These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let&#39;s say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.</p><p>Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1581e9fbec92a0c8dde081063f426c2a\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/><span>Apple 10-K October 2022</span></p><p>Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.</p><p>For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.</p><h2>Take home</h2><p>Honestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.</p><p><i>This article is written by </i><i>Quad 7 Capital</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Digesting This Souring Pie</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: Digesting This Souring Pie\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 16:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560362-apple-digesting-this-souring-pie\">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/4560362-apple-digesting-this-souring-pie","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285438248","content_text":"SummaryWe are short-term bearish on Apple, but outline a trade for when the stock falls again.We are still in a rate hike cycle, and the general market has rallied hard.Valuation is stretched considering growth has slowed to a crawl, and that does not even account for what a mild or moderate recession could look like.There are major issues with production.Let it fall.kimberrywood/iStock via Getty ImagesWe want to start this column by stating that Apple (NASDAQ:AAPL) is one of our core holdings, and our analysts all own it in their personal long-term accounts for close to a decade. But, when Apple surged inlate summer, we started selling chunks of the position. We are short-term bearish here, though we are buyers lower. Look, this is one of the greatest companies ever. No doubt. But, this is still a stock, and we like to trade around the core position. In this column, we highlight fundamental concerns that we have in the near-term. We are glad we were selling on strength in September and again in late October. Now, we sold more small pieces of more than just Apple, but it was our take that we could come back to Apple and repurchase the shares at better levels, and a more reasonable valuation. Shares are now down about 12% from where we sold some, and about 7% from our last round of selling. We want the stock to come lower before coming back in. The market has been up big the last few weeks, and Apple has not done much. Apple also has a lot of problems in China. It also has chip issues, and there are questions on demand. We would let it drop ideally to $130 again, which we think is easily in the cards. It will only take a few bad sessions, and we are in an interest rate hiking cycle. Like it or not, the market right now may be a touch overbought, even though it was recovering from an oversold situation. Use this to your advantage to compound gains in this great stock. Let it come down.BAD BEAT InvestingHere is how we would play this. This trade is outlined for possible new money coming into the stock. We do think we are in a mild buy zone in the mid $140s, and a strong buy zone in the low 130s. We suspect shares will fall, we are bearish short-term, but here is how we would get long.The playTarget entry 1: $144-$145 (25% of position)Target entry 2: $135-$136 (30% of position)Target entry 3: $130-$131 (45% of position)With the VIX down to about 21, call options can be purchased. Frankly, with the high volume and liquidity, we like LEAPS. Go out 13 months, and look to $150 strikes. You can also scale into them, and look to exit on a rally that puts you up at least 30%. Lots of time, and the calls are cheaper than they have been in months. We are short-term bearish, but long-term bullish.Performance discussionThe performance of the company remains strong. The recently reported Q4 was well covered by many of our colleagues but we would like to reiterate a few highlights as they are integral to deciding to still hold a core position, even if we are trading around ours.Yes, Q3 2022 was another fourth-quarter record revenue of $90.1 billion. These revenues rose nicely by 8% year-over-year. Folks, once again there was solid growth in products and services. The company just grows reliably as it penetrates new markets, and continues to be a dominating brand. The products revenue jumped 9% to $71.0 billion vs. $65.1 billion a year ago. Within the products there was strength in all lines except iPad. Could consumers be saturated with products? The question is whether consumers will now delay upgrades with a possible recession coming. The risk is real. It does not mean the company is going to see massive declines. But the pace of growth could potentially stall to flat if the recession is moderate. iPhone continues to be a winner, with iPhone revenue of $42.6 billion vs. $38.9 billion a year ago, a 9.5% gain. Winning. Mac revenue rose a strong 25% to $11.5 billion. Strong, but this strength was offset by lower sales of iPads, where revenue fell 13.1% to $7.2 billion. But accessories and wearables remained strong as revenue grew 8.5% to $9.7 billion. At the same time, service revenue remains solid, which grew to $19.2 billion.We think it is worth noting the gains, because it suggests demand is still robust. There have been questions on demand for devices, but thus far, it remains strong. The holiday quarter here will be telling, and we standby the risk to demand should recession hit. Margins remains strong, as the cost of sales rose at a commensurate pace with revenue growth. Gross margins were 53.7%. Stellar, but did dip from 54.0% last year. Very mildly bearish, but something to watch as inflation is leading to higher input and material cost, as well as labor. Operating expenses rose over 15%, with higher research and development costs weighing. Still, the company generated over $24 billion in operating cash flow, which is strong.Overall, the EPS of $1.29 rose 4% from a year ago, and surpassed consensus by $0.02. Annual EPS was $6.11. At $150 the stock is relatively expensive at 24.5X trailing EPS. On a forward looking basis, we have concerns over impacts to both supply and demand, as well as rising costs. This makes us justified in our selling 20-25 points higher. Shares are expensive, but the growth was 9% from 2021 to 2022. We are overpaying for modest growth, even with all of the amazing innovation from the company, the solid cash hoard, share repurchases, and the dividends. Mathematically, there are concerns, but this is why we view $135 or less as a good entry. At that level, 22X is more reasonable, and, when we think about fiscal 2023 earnings, we are factoring in minimal growth, and continued cost pressures. We are looking for revenue to grow 2-3%, and EPS to be up 2%-5%, assuming we do face a mild recession, and lower if it is worse. An early look suggests $6.25-$6.45, not counting any possible future share repurchases. This is why we are cautious, but at the midpoint, and at our last leg, just over 20X EPS. That would still be richly valued, but we still assign brand name premium here, and have to give credit for the huge cash on hand.Now, why do we think shares can and will fall?There are several ongoing issues. Do not mistake possible slower rate hikes as lower rates. We are still hiking here folks. The Fed wants a slowdown in the economy, and if we see unemployment build, wages normalize, and a still elevated dollar, Apple will face pressure. It will not be immune. This is just reality. But we have deeper issues on the supply side of things, as well as possible demand concerns.China is a huge risk here. Apple would likely love to be divorced from the company if it could, but right now, it relies heavily on international production. Folks, the ongoing Chinese \"zero-Covid policy\" has caused huge issues with new iPhone 14 Pro production. With all of the COVID lockdowns many employees have left Foxconn, and now they are down nearly 100,000 employees. They simply cannot replace them in time. As such, two weeks ago Apple warned shipments would be heavily impacted. The supplier just does not have the capacity to meet the order demand, but is trying to tweak production schedules in China.Now, supposedly, there has been hopes of China easing off its zero COVID policy. Markets got super bullish on this news recently, but we are now learning there are massive outbreaks again. We find it very tough to believe China will back off fully on this stance, despite the economic carnage the draconian lockdowns have caused. The factories where Apple's products are made is still subject to restrictions. Cases are skyrocketing. We would love to be wrong, but we think you are going to see more COVID restrictions. To help meet some of the demand, Foxconn will boost production in India but this is a longer-term impact as it will take a few years to staff as needed.These concerns have led to downgrades to shipment estimates. JP Morgan sees the impact being as many as 5 million less iPhones in the holiday quarter, and that is just for the 14. At about $1,000 a pop let's say, well, you can do the math, its impacting $5 billion of shipments. That is a problem.Here is the other issue. Apple has to be very careful. If they irritate the very sensitive Chinese government, it could put about 1/5th of its revenues at stake.Apple 10-K October 2022Folks, there are tons of sales in China. So it has to be very cautious and let China call the shots over there. If China hinted at some sort of ban or even limitations, the stock would crater.For now, we believe the company will toe the line, and hope that China does ease its aggressive fight against COVID to help production. While the iPhones will eventually be shipped and revenue still come in, this is a good way to alienate customers who may not be as loyal as others and push them to other devices. This is a true risk.Take homeHonestly we are bearish in the short-term, but want to use the weakness when it comes to do some buying. We rate the shares as bearish here, because we are near-term bearish. However, we have set up a trade. We have to wait for the pullback. The market has rallied hard. A few bad sessions is all it will take to lower Apple shares further. Any more negative news from China, or other production issues will hurt. Growth has stalled, and that is not even factoring in the potential impacts of a recession. Let it fall another 10% or so.This article is written by Quad 7 Capital for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915924767,"gmtCreate":1664939717659,"gmtModify":1676537533133,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>ceo need to take up marketing and communication courses&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a>ceo need to take up marketing and communication courses&nbsp;","text":"$XPeng Inc.(XPEV)$ceo need to take up marketing and communication courses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915924767","isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961522774,"gmtCreate":1668999020999,"gmtModify":1676538137094,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>[Put]&nbsp;[Put]&nbsp;[Put]&nbsp;[Put]&nbsp;","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>[Put]&nbsp;[Put]&nbsp;[Put]&nbsp;[Put]&nbsp;","text":"$XPENG-W(09868)$ [Put] [Put] [Put] [Put]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961522774","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966200758,"gmtCreate":1669533279774,"gmtModify":1676538205643,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a>next week will be in deep red. China&nbsp;COVID cases hit ATH and economy will not growing&nbsp;with the help of stimulus package. Money outflow to FD gets faster than before.&nbsp;Uncertainty environment","listText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a>next week will be in deep red. China&nbsp;COVID cases hit ATH and economy will not growing&nbsp;with the help of stimulus package. Money outflow to FD gets faster than before.&nbsp;Uncertainty environment","text":"$HSI(HSI)$ next week will be in deep red. China COVID cases hit ATH and economy will not growing with the help of stimulus package. Money outflow to FD gets faster than before. Uncertainty environment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966200758","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565163058838010","authorId":"3565163058838010","name":"1M55","avatar":"https://community-static.tradeup.com/news/0bd27cbcf695e34991231d096c06c44d","crmLevel":2,"crmLevelSwitch":1,"idStr":"3565163058838010","authorIdStr":"3565163058838010"},"content":"protest is aggressive. investor shifting to haven asset like yen. byebye china. already beaten up badly stock. with this. collapsing well","text":"protest is aggressive. investor shifting to haven asset like yen. byebye china. already beaten up badly stock. with this. collapsing well","html":"protest is aggressive. investor shifting to haven asset like yen. byebye china. already beaten up badly stock. with this. collapsing well"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968968646,"gmtCreate":1669100815885,"gmtModify":1676538152063,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>tesla cut prices for a third time on quarter. Bad news to weak cash flow&nbsp;EV car company","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>tesla cut prices for a third time on quarter. Bad news to weak cash flow&nbsp;EV car company","text":"$Tesla Motors(TSLA)$ tesla cut prices for a third time on quarter. Bad news to weak cash flow EV car company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968968646","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961425555,"gmtCreate":1669028851477,"gmtModify":1676538141709,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>they will burn cash to zero before battery develop","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>they will burn cash to zero before battery develop","text":"$XPeng Inc.(XPEV)$ they will burn cash to zero before battery develop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961425555","repostId":"2285687014","repostType":2,"repost":{"id":"2285687014","pubTimestamp":1669010356,"share":"https://ttm.financial/m/news/2285687014?lang=&edition=fundamental","pubTime":"2022-11-21 13:59","market":"us","language":"zh","title":"小鹏汽车(09868.HK)斥资50亿人币设立汽车科技公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2285687014","media":"AAFN","summary":"据内地媒体引述企业徵信机构企查查资料显示，由小鹏汽车-W  (XPEV.US)旗下XPeng Power Battery(Hong Kong)Limited全资持股广州鹏博汽车科技有限公司近日正式成立，法定代表人为夏珩，注册资本50亿元人民币。该公司经营范围包括：工程和技术研究和试验发展、汽车零部件及配件制造、电池制造等。(ta/u)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>据内地媒体引述企业徵信机构企查查资料显示，由<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>  (XPEV.US)旗下XPeng Power Battery(Hong Kong)Limited全资持股广州鹏博汽车科技有限公司近日正式成立，法定代表人为夏珩，注册资本50亿元人民币。该公司经营范围包括：工程和技术研究和试验发展、汽车零部件及配件制造、电池制造等。(ta/u)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","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>小鹏汽车(09868.HK)斥资50亿人币设立汽车科技公司</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; 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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\">\n小鹏汽车(09868.HK)斥资50亿人币设立汽车科技公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 13:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1227819&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据内地媒体引述企业徵信机构企查查资料显示，由小鹏汽车-W  (XPEV.US)旗下XPeng Power Battery(Hong Kong)Limited全资持股广州鹏博汽车科技有限公司近日正式成立，法定代表人为夏珩，注册资本50亿元人民币。该公司经营范围包括：工程和技术研究和试验发展、汽车零部件及配件制造、电池制造等。(ta/u)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1227819&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1539":"汽车股","BK1587":"次新股","BK4526":"热门中概股","XPEV":"小鹏汽车","BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09868":"小鹏汽车-W","BK1588":"回港中概股","BK1575":"同股不同权","BK4551":"寇图资本持仓","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4505":"高瓴资本持仓","BK1119":"汽车制造商","BK4555":"新能源车"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1227819&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2285687014","content_text":"据内地媒体引述企业徵信机构企查查资料显示，由小鹏汽车-W  (XPEV.US)旗下XPeng Power Battery(Hong Kong)Limited全资持股广州鹏博汽车科技有限公司近日正式成立，法定代表人为夏珩，注册资本50亿元人民币。该公司经营范围包括：工程和技术研究和试验发展、汽车零部件及配件制造、电池制造等。(ta/u)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963221709,"gmtCreate":1668696569402,"gmtModify":1676538098818,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>seriously they sold 1k cars per week? Bearish&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>seriously they sold 1k cars per week? Bearish&nbsp;","text":"$XPeng Inc.(XPEV)$ seriously they sold 1k cars per week? Bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963221709","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963610655,"gmtCreate":1668658640678,"gmtModify":1676538092651,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a><v-v data-views=\"0\"></v-v>BearishBearishBearishBearish","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a><v-v data-views=\"0\"></v-v>BearishBearishBearishBearish","text":"$XPENG-W(09868)$ BearishBearishBearishBearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963610655","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965280172,"gmtCreate":1669958517597,"gmtModify":1676538278663,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$&nbsp;</a>economy opening up is bad for e-commerce. Users will spend less time on app. Additionally, raising star of tiktok live shop will divide consumers","listText":"<a href=\"https://ttm.financial/S/PDD\">$Pinduoduo Inc.(PDD)$&nbsp;</a>economy opening up is bad for e-commerce. Users will spend less time on app. Additionally, raising star of tiktok live shop will divide consumers","text":"$Pinduoduo Inc.(PDD)$ economy opening up is bad for e-commerce. Users will spend less time on app. Additionally, raising star of tiktok live shop will divide consumers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965280172","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962405593,"gmtCreate":1669818976112,"gmtModify":1676538249760,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>dumping&nbsp;","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>dumping&nbsp;","text":"$XPeng Inc.(XPEV)$ dumping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962405593","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962074979,"gmtCreate":1669685913492,"gmtModify":1676538222987,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>short covering coming tonight may break","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a>short covering coming tonight may break","text":"$XPeng Inc.(XPEV)$ short covering coming tonight may break","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962074979","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969430213,"gmtCreate":1668487207432,"gmtModify":1676538064896,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>cost is EV real issue. Past mont rare material cost keep increased","listText":"<a href=\"https://ttm.financial/S/09868\">$XPENG-W(09868)$&nbsp;</a>cost is EV real issue. Past mont rare material cost keep increased","text":"$XPENG-W(09868)$ cost is EV real issue. Past mont rare material cost keep increased","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969430213","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912542756,"gmtCreate":1664862592875,"gmtModify":1676537520791,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$</a><v-v data-views=\"1\"></v-v>","text":"$XPeng Inc.(XPEV)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912542756","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920055959,"gmtCreate":1670402854472,"gmtModify":1676538360919,"author":{"id":"4102045222510650","authorId":"4102045222510650","name":"TheYellowPika","avatar":"https://community-static.tradeup.com/news/f14b34f33625d178dbd48b06b15a6a34","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102045222510650","authorIdStr":"4102045222510650"},"themes":[],"htmlText":"Why not drop? Doesn't make sense to move up on negative income","listText":"Why not drop? Doesn't make sense to move up on negative income","text":"Why not drop? Doesn't make sense to move up on negative income","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920055959","repostId":"1112307232","repostType":2,"repost":{"id":"1112307232","pubTimestamp":1670400932,"share":"https://ttm.financial/m/news/1112307232?lang=&edition=fundamental","pubTime":"2022-12-07 16:15","market":"us","language":"en","title":"XPeng Stock: Next Stop, $14?","url":"https://stock-news.laohu8.com/highlight/detail?id=1112307232","media":"TipRanks","summary":"The past week has been a good one for XPeng (XPEV)investors, with shares surging about 63%. This is ","content":"<div>\n<p>The past week has been a good one for XPeng (XPEV)investors, with shares surging about 63%. This is coming as welcome relief after a horrible period for the Chinese EV maker. To wit, even after the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/xpeng-stock-next-stop-14\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Stock: Next Stop, $14?</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\">\nXPeng Stock: Next Stop, $14?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 16:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/xpeng-stock-next-stop-14><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past week has been a good one for XPeng (XPEV)investors, with shares surging about 63%. This is coming as welcome relief after a horrible period for the Chinese EV maker. To wit, even after the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/xpeng-stock-next-stop-14\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://www.tipranks.com/news/article/xpeng-stock-next-stop-14","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112307232","content_text":"The past week has been a good one for XPeng (XPEV)investors, with shares surging about 63%. This is coming as welcome relief after a horrible period for the Chinese EV maker. To wit, even after the uptick, the shares are still down by 76% year-to-date.So, what’s behind the rally? According to Deutsche Bank analyst Edison Yu, the gains are largely down to a “short squeeze caused by investors getting too negative on the company’s cash runway and more generally on COVID/competition risks.”“While XPeng has clearly made several strategic missteps this year,” Yu went on to explain, “it still has many shots on goal left (35 billion RMB net cash exiting 3Q) and just underwent a restructuring to streamline its branding/ PR efforts.”Moving forward, Yu believes sales will get a boost from new models but the key to long-term success will depend on the company constantly attaining monthly demand of 15,000-20,000 units.That said, Yu thinks that probably has “little chance of happening until the end of 2023.” Meanwhile, in the interim, the company will face “increasing competitive pressure,” and that means there will be plenty of “uncertainty” ahead – at least for the foreseeable future.However, it is the ample cash reserves that Yu thinks offers the company the time needed to put things right, “win back market share and continue developing its ADAS/AD and fast charging technology.”The company anticipates 2022 R&D expense will be around 5.5 billion RMB and then drop in 2023. Additionally, Capex is not anticipated to be higher than 4.5 billion this year and then fall below 3 billion next year. “Even with our low volume outlook,” Yu said, “we think XPeng exits 2023E with >20bn in net cash, suggesting plenty of runway.”All told, then, Yu sticks with a Buy rating and $14 price target, suggesting shares will climb 17% higher over the coming months.And what about the rest of the Street? The ratings are a mixed bag, but ultimately, the stock claims a Moderate Buy consensus rating, based on 6 Buys vs. 2 Holds and Sells, each. 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