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Firebird27

Firebird27

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2022-04-29

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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1651188305,"share":"https://ttm.financial/m/news/1133363579?lang=&edition=fundamental","pubTime":"2022-04-29 07:25","market":"us","language":"en","title":"Amazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=1133363579","media":"Reuters","summary":"(Reuters) - Amazon.com Inc  delivered a disappointing quarter and outlook on Thursday as the e-comme","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc </a> delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.</p><p>Shares fell 9% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/e63255d3a4551b119ea29af2a4a97223\" tg-width=\"955\" tg-height=\"670\" width=\"100%\" height=\"auto\"/>After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company&#39;s expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon&#39;s first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers&#39; disposable income just as it is making delivery more expensive for Amazon, the world&#39;s biggest online retailer.</p><p>Amazon&#39;s forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That&#39;s down from an operating profit of $7.7 billion in the same period last year.</p><p>&#34;This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,&#34; said Insider Intelligence principal analyst Andrew Lipsman.</p><p>Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company&#39;s top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts&#39; estimates.</p><p>Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.</p><p>&#34;This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. &#34;We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.&#34;</p><p>Amazon&#39;s results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer&#39;s Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers&#39; purchases. Inflation had not depressed typical ordering patterns so far, he said.</p><p>Net sales were $116.4 billion in the first quarter, in line with analysts&#39; expectations, according to IBES data from Refinitiv.</p><p>Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.</p><p>In North America, the company&#39;s largest market, sales rose 8% while operating expenses soared 16% to $71 billion.</p><p>Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia&#39;s invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.</p><p>Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.</p><p>That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon&#39;s annual sales blitz. The company announced on Thursday the event will take place in July.</p><p>&#34;They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,&#34; Mushkin said.</p><p>The e-commerce giant&#39;s results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company&#39;s physical store sales grew 17% to $4.6 billion.</p><p>Amazon&#39;s outlook reflects broader industry challenges. Just this week, one of Amazon&#39;s partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.</p><p>Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.</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>Amazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar</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\">\nAmazon Results and Outlook Fall Short As Warehouse, Fuel Costs Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-29 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc </a> delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.</p><p>Shares fell 9% in after-hours trade.</p><p><img src=\"https://static.tigerbbs.com/e63255d3a4551b119ea29af2a4a97223\" tg-width=\"955\" tg-height=\"670\" width=\"100%\" height=\"auto\"/>After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company&#39;s expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon&#39;s first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers&#39; disposable income just as it is making delivery more expensive for Amazon, the world&#39;s biggest online retailer.</p><p>Amazon&#39;s forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That&#39;s down from an operating profit of $7.7 billion in the same period last year.</p><p>&#34;This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,&#34; said Insider Intelligence principal analyst Andrew Lipsman.</p><p>Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company&#39;s top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts&#39; estimates.</p><p>Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.</p><p>&#34;This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. &#34;We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.&#34;</p><p>Amazon&#39;s results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer&#39;s Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers&#39; purchases. Inflation had not depressed typical ordering patterns so far, he said.</p><p>Net sales were $116.4 billion in the first quarter, in line with analysts&#39; expectations, according to IBES data from Refinitiv.</p><p>Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.</p><p>In North America, the company&#39;s largest market, sales rose 8% while operating expenses soared 16% to $71 billion.</p><p>Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia&#39;s invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.</p><p>Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.</p><p>That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon&#39;s annual sales blitz. The company announced on Thursday the event will take place in July.</p><p>&#34;They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,&#34; Mushkin said.</p><p>The e-commerce giant&#39;s results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company&#39;s physical store sales grew 17% to $4.6 billion.</p><p>Amazon&#39;s outlook reflects broader industry challenges. Just this week, one of Amazon&#39;s partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.</p><p>Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133363579","content_text":"(Reuters) - Amazon.com Inc  delivered a disappointing quarter and outlook on Thursday as the e-commerce giant was swamped by higher costs to run its warehouses and deliver packages to customers.Shares fell 9% in after-hours trade.After a long-running surge in sales during the COVID-19 pandemic, Amazon is facing a litany of challenges. The company's expenses swelled as it offered higher pay to attract workers. A fulfillment center in New York City voted to create Amazon's first U.S. union, a result the retailer is contesting. And the higher price of fuel risks diminishing consumers' disposable income just as it is making delivery more expensive for Amazon, the world's biggest online retailer.Amazon's forecast shows hiking the price of its fast-shipping club Prime last quarter may not be enough to prop up its profit. The company expects to lose as much as $1 billion in operating income this quarter, or make as much as $3 billion. That's down from an operating profit of $7.7 billion in the same period last year.\"This was a tough quarter for Amazon with trends across every key area of the business heading in the wrong direction and a weak outlook for Q2,\" said Insider Intelligence principal analyst Andrew Lipsman.Still, there were bright spots, like Amazon Web Services, the division that new CEO Andy Jassy ran before taking the company's top job last year. The unit increased revenue 37% to $18.4 billion, slightly ahead of analysts' estimates.Jassy said the company has finally met its warehouse staffing and capacity needs, but it still has work to do in improving productivity.\"This may take some time, particularly as we work through ongoing inflationary and supply chain pressures, he said in a press release. \"We see encouraging progress on a number of customer experience dimensions, including delivery speed performance as we’re now approaching levels not seen since the months immediately preceding the pandemic in early 2020.\"Amazon's results called consumer demand into question. While online store sales dipped and the number of products it sold was flat in the first quarter, the retailer's Chief Financial Officer Brian Olsavsky said the company was pleased with the pace of shoppers' purchases. Inflation had not depressed typical ordering patterns so far, he said.Net sales were $116.4 billion in the first quarter, in line with analysts' expectations, according to IBES data from Refinitiv.Amazon reported a loss of $3.8 billion, or $7.56 per share, compared with a profit of $8.1 billion, or $15.79 per share, a year earlier. That partly reflected a $7.6 billion decline in the value of its stake in electric vehicle maker Rivian.In North America, the company's largest market, sales rose 8% while operating expenses soared 16% to $71 billion.Olsavsky told reporters that the company had about $6 billion in greater costs from a year earlier, including $2 billion of inflationary pressures. These ranged from higher wages - though the company has largely pulled back on its signing bonuses - to fuel costing 1.5 times what it did a year ago. Russia's invasion of Ukraine has contributed to higher prices, Olsavsky told analysts.Amazon is aiming to optimize transfers between warehouses to rein in expenses. It also is in the unusual position of having excess warehouse and transportation capacity - costing it about $2 billion in the first quarter.That means Amazon needs to fulfill more orders to justify the space, said Scott Mushkin, founder of research firm R5 Capital. The capacity will likely come in handy on Prime Day, Amazon's annual sales blitz. The company announced on Thursday the event will take place in July.\"They now have an enormous amount of distribution and logistics infrastructure. To leverage it, they need the volume,\" Mushkin said.The e-commerce giant's results in brick-and-mortar retail have been mixed. In March Amazon said it planned to close all 68 of its bookstores, pop-ups and other home goods shops, at the same time as it is focusing more on groceries. It recently automated two Whole Foods locations to make them cashierless, for instance. The company's physical store sales grew 17% to $4.6 billion.Amazon's outlook reflects broader industry challenges. Just this week, one of Amazon's partners, United Parcel Service Inc (UPS.N), said it expected e-commerce delivery growth to slow.Amazon projected net sales will be between $116 billion and $121 billion for the second quarter. Analysts were expecting $125.5 billion, according to IBES data from Refinitiv.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060323708,"gmtCreate":1651104054341,"gmtModify":1676534849879,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060323708","repostId":"1164859165","repostType":4,"repost":{"id":"1164859165","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1651100840,"share":"https://ttm.financial/m/news/1164859165?lang=&edition=fundamental","pubTime":"2022-04-28 07:07","market":"us","language":"en","title":"Meta Shares Surge 18% After Facebook Ekes Out User Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1164859165","media":"Reuters","summary":"(Reuters) - Facebook rebounded from a drop in users early this year and its parent Meta  posted a pr","content":"<html><head></head><body><p>(Reuters) - Facebook rebounded from a drop in users early this year and its parent <a href=\"https://laohu8.com/S/FB\">Meta </a> posted a profit ahead of Wall Street targets, defying low investor expectations with a quarterly report that sent shares up 18%.</p><p>Meta CEO Mark Zuckerberg also said that the company would scale back costs and was investing in artificial intelligence tools to improve recommendations and ads, a sign Meta is buckling down to make money while working on its long-term ambitions to build the metaverse.</p><p>Its stock rose over 18% in after-hours trade on Wednesday.</p><p><img src=\"https://static.tigerbbs.com/0712bddf11838c263ab421e4fb49c365\" tg-width=\"933\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>Meta&#39;s profit soundly beat Wall Street targets at $2.72 per share, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.</p><p>Facebook daily active users (DAU), a key metric for advertisers, were 1.96 billion, slightly higher than the estimate of 1.95 billion, according to IBES data from Refinitiv. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.</p><p>Meta has lost about half of its value since the start of the year, after a dismal February earnings report when Facebook&#39;s daily active users declined for the first time and it forecast a gloomy quarter, blaming ongoing factors including <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s privacy changes and increased competition from platforms like ByteDance&#39;s TikTok.</p><p>&#34;It&#39;s good news that Meta somehow managed to eke out growth in DAU. It needed to show some sort of turnaround from last quarter&#39;s performance,&#34; Insider Intelligence analyst Debra Williamson said.</p><p>&#34;However, growth in monthly active users is slowing quickly. A few quarters ago it could count on developing markets to keep the growth engine going but it&#39;s likely that even these high-growth opportunities are starting to dry up,&#34; she said.</p><p>Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts&#39; estimates of $28.20 billion, according to IBES data from Refinitiv.</p><p>In a conference call with analysts on Wednesday, Chief Financial Officer Dave Wehner cited factors including a slowdown in ecommerce after rapid growth during the COVID-19 pandemic, as well as a loss of revenue in Russia and reduced ad demand amid global economic uncertainty.</p><p>Russia banned Facebook and Instagram in March, finding Meta guilty of &#34;extremist activity&#34; amid Moscow&#39;s crackdown on social media during its invasion of Ukraine. Meta&#39;s messaging service WhatsApp is not affected by the ban. Meta has also barred advertisers in Russia from creating and running ads anywhere in the world.</p><p>Meta forecast second-quarter revenue between $28 billion and $30 billion. Analysts on average were expecting current-quarter revenue of $30.63 billion. The company said its outlook reflected factors including the war in Ukraine and said it was monitoring the potential impact of regulatory moves in Europe.</p><p>Recent earnings reports from Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc </a> and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc </a> have signaled the impact of the global economic turmoil on digital ads spending, amid rising inflation and geopolitical uncertainty.</p><p>&#34;I think following Google, expectations were just for the absolute worst,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;When they came in with EPS above estimates, I think people who had shorted the stock and those that had...given up on it decided to come back in.&#34;</p><p>Meta lowered its expected 2022 total expenses to between $87 billion and $92 billion, down from its prior outlook of $90 billion to $95 billion.</p><p>Meta saw quarterly revenue of $695 million for its Reality Labs hardware division, which is home to its augmented and virtual reality efforts. It reported $3 billion in losses from operations from these metaverse ambitions.</p><p>The company has warned it will take billions of dollars and multiple years to realize its aims around building the metaverse, a futuristic idea of virtual environments where users can work, socialize and play.</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>Meta Shares Surge 18% After Facebook Ekes Out User Growth</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\">\nMeta Shares Surge 18% After Facebook Ekes Out User Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-28 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Facebook rebounded from a drop in users early this year and its parent <a href=\"https://laohu8.com/S/FB\">Meta </a> posted a profit ahead of Wall Street targets, defying low investor expectations with a quarterly report that sent shares up 18%.</p><p>Meta CEO Mark Zuckerberg also said that the company would scale back costs and was investing in artificial intelligence tools to improve recommendations and ads, a sign Meta is buckling down to make money while working on its long-term ambitions to build the metaverse.</p><p>Its stock rose over 18% in after-hours trade on Wednesday.</p><p><img src=\"https://static.tigerbbs.com/0712bddf11838c263ab421e4fb49c365\" tg-width=\"933\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>Meta&#39;s profit soundly beat Wall Street targets at $2.72 per share, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.</p><p>Facebook daily active users (DAU), a key metric for advertisers, were 1.96 billion, slightly higher than the estimate of 1.95 billion, according to IBES data from Refinitiv. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.</p><p>Meta has lost about half of its value since the start of the year, after a dismal February earnings report when Facebook&#39;s daily active users declined for the first time and it forecast a gloomy quarter, blaming ongoing factors including <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s privacy changes and increased competition from platforms like ByteDance&#39;s TikTok.</p><p>&#34;It&#39;s good news that Meta somehow managed to eke out growth in DAU. It needed to show some sort of turnaround from last quarter&#39;s performance,&#34; Insider Intelligence analyst Debra Williamson said.</p><p>&#34;However, growth in monthly active users is slowing quickly. A few quarters ago it could count on developing markets to keep the growth engine going but it&#39;s likely that even these high-growth opportunities are starting to dry up,&#34; she said.</p><p>Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts&#39; estimates of $28.20 billion, according to IBES data from Refinitiv.</p><p>In a conference call with analysts on Wednesday, Chief Financial Officer Dave Wehner cited factors including a slowdown in ecommerce after rapid growth during the COVID-19 pandemic, as well as a loss of revenue in Russia and reduced ad demand amid global economic uncertainty.</p><p>Russia banned Facebook and Instagram in March, finding Meta guilty of &#34;extremist activity&#34; amid Moscow&#39;s crackdown on social media during its invasion of Ukraine. Meta&#39;s messaging service WhatsApp is not affected by the ban. Meta has also barred advertisers in Russia from creating and running ads anywhere in the world.</p><p>Meta forecast second-quarter revenue between $28 billion and $30 billion. Analysts on average were expecting current-quarter revenue of $30.63 billion. The company said its outlook reflected factors including the war in Ukraine and said it was monitoring the potential impact of regulatory moves in Europe.</p><p>Recent earnings reports from Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc </a> and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc </a> have signaled the impact of the global economic turmoil on digital ads spending, amid rising inflation and geopolitical uncertainty.</p><p>&#34;I think following Google, expectations were just for the absolute worst,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;When they came in with EPS above estimates, I think people who had shorted the stock and those that had...given up on it decided to come back in.&#34;</p><p>Meta lowered its expected 2022 total expenses to between $87 billion and $92 billion, down from its prior outlook of $90 billion to $95 billion.</p><p>Meta saw quarterly revenue of $695 million for its Reality Labs hardware division, which is home to its augmented and virtual reality efforts. It reported $3 billion in losses from operations from these metaverse ambitions.</p><p>The company has warned it will take billions of dollars and multiple years to realize its aims around building the metaverse, a futuristic idea of virtual environments where users can work, socialize and play.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164859165","content_text":"(Reuters) - Facebook rebounded from a drop in users early this year and its parent Meta  posted a profit ahead of Wall Street targets, defying low investor expectations with a quarterly report that sent shares up 18%.Meta CEO Mark Zuckerberg also said that the company would scale back costs and was investing in artificial intelligence tools to improve recommendations and ads, a sign Meta is buckling down to make money while working on its long-term ambitions to build the metaverse.Its stock rose over 18% in after-hours trade on Wednesday.Meta's profit soundly beat Wall Street targets at $2.72 per share, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.Facebook daily active users (DAU), a key metric for advertisers, were 1.96 billion, slightly higher than the estimate of 1.95 billion, according to IBES data from Refinitiv. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.Meta has lost about half of its value since the start of the year, after a dismal February earnings report when Facebook's daily active users declined for the first time and it forecast a gloomy quarter, blaming ongoing factors including Apple's privacy changes and increased competition from platforms like ByteDance's TikTok.\"It's good news that Meta somehow managed to eke out growth in DAU. It needed to show some sort of turnaround from last quarter's performance,\" Insider Intelligence analyst Debra Williamson said.\"However, growth in monthly active users is slowing quickly. A few quarters ago it could count on developing markets to keep the growth engine going but it's likely that even these high-growth opportunities are starting to dry up,\" she said.Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts' estimates of $28.20 billion, according to IBES data from Refinitiv.In a conference call with analysts on Wednesday, Chief Financial Officer Dave Wehner cited factors including a slowdown in ecommerce after rapid growth during the COVID-19 pandemic, as well as a loss of revenue in Russia and reduced ad demand amid global economic uncertainty.Russia banned Facebook and Instagram in March, finding Meta guilty of \"extremist activity\" amid Moscow's crackdown on social media during its invasion of Ukraine. Meta's messaging service WhatsApp is not affected by the ban. Meta has also barred advertisers in Russia from creating and running ads anywhere in the world.Meta forecast second-quarter revenue between $28 billion and $30 billion. Analysts on average were expecting current-quarter revenue of $30.63 billion. The company said its outlook reflected factors including the war in Ukraine and said it was monitoring the potential impact of regulatory moves in Europe.Recent earnings reports from Google parent Alphabet Inc  and Snap Inc  have signaled the impact of the global economic turmoil on digital ads spending, amid rising inflation and geopolitical uncertainty.\"I think following Google, expectations were just for the absolute worst,\" said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. \"When they came in with EPS above estimates, I think people who had shorted the stock and those that had...given up on it decided to come back in.\"Meta lowered its expected 2022 total expenses to between $87 billion and $92 billion, down from its prior outlook of $90 billion to $95 billion.Meta saw quarterly revenue of $695 million for its Reality Labs hardware division, which is home to its augmented and virtual reality efforts. It reported $3 billion in losses from operations from these metaverse ambitions.The company has warned it will take billions of dollars and multiple years to realize its aims around building the metaverse, a futuristic idea of virtual environments where users can work, socialize and play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018878080,"gmtCreate":1649029574327,"gmtModify":1676534437357,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018878080","repostId":"2224232249","repostType":4,"repost":{"id":"2224232249","kind":"highlight","pubTimestamp":1648948899,"share":"https://ttm.financial/m/news/2224232249?lang=&edition=fundamental","pubTime":"2022-04-03 09:21","market":"us","language":"en","title":"Want $2,000 in Passive Income? Invest $10,000 in These 3 Monster Dividend Stocks and Wait 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2224232249","media":"Motley Fool","summary":"The market has rebounded, but no one knows if the sell-off is over.","content":"<html><head></head><body><p>Since March 14, the <b>Nasdaq Composite</b> has rallied 13%, the <b>S&amp;P 500</b> is up 8%, and the <b>Dow Jones Industrial Average</b> is up 5% as investors digest rising interest rates, geopolitical tensions, and other market challenges. Meanwhile, the <b>CBOE S&amp;P 500 Volatility Index</b> is down 35%, signaling less fear in the stock market.</p><p>Investors who are concerned about volatility picking back up and are interested in safe stocks that generate passive income have come to the right place.</p><p>Investing in equal parts <a href=\"https://laohu8.com/S/KMI\">Kinder Morgan</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and <a href=\"https://laohu8.com/S/CLX\">Clorox</a> stocks gives an investor an average dividend yield of 3.9% and exposure to the energy sector, the consumer discretionary sector, and the consumer staples sector. After a period of five years, an investor could expect a $10,000 investment to earn over $2,000 in passive dividend income. Here&#39;s what makes each dividend stock a great buy now.</p><p><img src=\"https://static.tigerbbs.com/5d1a3fde0c4fc5c98d1c3b1b4223cbd0\" tg-width=\"700\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/>Image source: Getty Images.</p><p><b> <a href=\"https://laohu8.com/S/KMI\">Kinder Morgan</a> isn&#39;t the same company it used to be</b></p><p>The majority of readers may be unfamiliar with Kinder Morgan, which is one of the largest pipeline operators and energy infrastructure companies in North America. But folks that have been investing in oil and gas for seven-plus years may remember when the company cut its dividend by 75%.</p><p>It&#39;s a rocky past that Kinder Morgan is trying to permanently put behind it -- and it&#39;s off to a good start. Since the cut, Kinder Morgan&#39;s dividend has more than doubled as it seeks to reward shareholders through a dividend supported by cash flow.</p><p>Kinder Morgan has transformed itself from an aggressive growth strategy to a defensive preservation strategy -- which is bad news for oil and gas bulls but great news for investors looking for a reliable dividend stock. In the past few years, Kinder Morgan has dramatically reduced its spending and paid off debt. Over 90% of its business is tied to stable take-or-pay and fee-based contracts that go years out, which protects against downside risk at the expense of limiting upside potential.</p><p>Kinder Morgan is unlikely to outperform other oil and gas stocks when prices are rising. But it&#39;s also much better positioned to earn strong cash flows in lower price environments as we saw in 2020. Given the stability of its businesses, Kinder Morgan is a worthy high-yield dividend stock worth considering now.</p><p><b>Throw some beans into your passive income stream</b></p><p><a href=\"https://laohu8.com/S/SBUX\">Starbucks</a> often finds itself left out of dividend discussions due to outdated perceptions that the company is still a growth stock. It&#39;s not, and it hasn&#39;t been for years.</p><p>The Starbucks of today is a much more boring and stable business. Over the past five years, Starbucks has grown revenue at a compound annual growth rate (CAGR) of just 6.4%. But over that same period, it grew net income at a CAGR of 8.3% and its dividend at a CAGR of 14.4%.</p><p>Paying the dividend is a big part of Starbucks&#39; strategy. So much so that the company released its most aggressive dividend and buyback program in company history. In the three-year period between fiscal 2022 and fiscal 2024, Starbucks plans to spend $20 billion on dividends and share repurchases. To put that number into perspective, consider that Starbucks spent a little over $2 billion in fiscal 2021 on dividends.</p><p>Investors looking for a strong and recognizable brand that is also an excellent dividend stock should look no further than Starbucks.</p><p><b><a href=\"https://laohu8.com/S/CLX\">Clorox</a>&#39;s dividend is safe</b></p><p><a href=\"https://laohu8.com/S/CLX\">Clorox</a> has had a rough go of it as of late, and these difficulties are reflected in the company&#39;s stock price. After blasting to a fresh all-time high in 2020, share prices of Clorox stock are now hovering around a three-year low and are down over 40% from that high.</p><p>Clorox&#39;s problems all boil down to shrinking profit margins in the face of higher inflation. The company is confident that its brands, such as Clorox, Glad trash bags, Burt&#39;s Bees, and Kingsford charcoal are leaders in their respective product categories. But higher costs, higher advertising spending, and supply chain challenges paint an uncertain picture of the quarters to come.</p><p>In addition to declining margins, Clorox&#39;s growth rate could be negative in fiscal 2022 as the company struggles to lap quarters that were less affected by inflation.</p><p>All told, Clorox is in for a multi-year period of weak growth. The silver lining is that all of this bad news is already public, so new investors considering Clorox now can buy the stock with all of these headwinds already digested by Wall Street.</p><p>The bull argument for Clorox would be that the company will recover over time, it&#39;s a consumer staple company that is resistant to a recession, and it is likely to continue paying and raising its dividend every year. Clorox is a Dividend Aristocrat, which is a member of the S&amp;P 500 that has paid and raised its dividend for at least 25 consecutive years. With a dividend yield of 3.4%, Clorox produces a healthy passive income stream.</p><p>A hands-off approach</p><p>Kinder Morgan, Starbucks, and Clorox may not have anything in common as companies. But as stocks, all three could be great additions to a diversified portfolio. No matter if the stock market has rebounded and is off to the races -- or if the sell-off gets even worse from here -- investors can take solace knowing that these three companies will produce income without the need to sell stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want $2,000 in Passive Income? Invest $10,000 in These 3 Monster Dividend Stocks and Wait 5 Years</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\">\nWant $2,000 in Passive Income? Invest $10,000 in These 3 Monster Dividend Stocks and Wait 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 09:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/02/want-2000-in-passive-income-invest-10000-in-these/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since March 14, the Nasdaq Composite has rallied 13%, the S&P 500 is up 8%, and the Dow Jones Industrial Average is up 5% as investors digest rising interest rates, geopolitical tensions, and other ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/02/want-2000-in-passive-income-invest-10000-in-these/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克","CLX":"高乐氏"},"source_url":"https://www.fool.com/investing/2022/04/02/want-2000-in-passive-income-invest-10000-in-these/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224232249","content_text":"Since March 14, the Nasdaq Composite has rallied 13%, the S&P 500 is up 8%, and the Dow Jones Industrial Average is up 5% as investors digest rising interest rates, geopolitical tensions, and other market challenges. Meanwhile, the CBOE S&P 500 Volatility Index is down 35%, signaling less fear in the stock market.Investors who are concerned about volatility picking back up and are interested in safe stocks that generate passive income have come to the right place.Investing in equal parts Kinder Morgan, Starbucks, and Clorox stocks gives an investor an average dividend yield of 3.9% and exposure to the energy sector, the consumer discretionary sector, and the consumer staples sector. After a period of five years, an investor could expect a $10,000 investment to earn over $2,000 in passive dividend income. Here's what makes each dividend stock a great buy now.Image source: Getty Images. Kinder Morgan isn't the same company it used to beThe majority of readers may be unfamiliar with Kinder Morgan, which is one of the largest pipeline operators and energy infrastructure companies in North America. But folks that have been investing in oil and gas for seven-plus years may remember when the company cut its dividend by 75%.It's a rocky past that Kinder Morgan is trying to permanently put behind it -- and it's off to a good start. Since the cut, Kinder Morgan's dividend has more than doubled as it seeks to reward shareholders through a dividend supported by cash flow.Kinder Morgan has transformed itself from an aggressive growth strategy to a defensive preservation strategy -- which is bad news for oil and gas bulls but great news for investors looking for a reliable dividend stock. In the past few years, Kinder Morgan has dramatically reduced its spending and paid off debt. Over 90% of its business is tied to stable take-or-pay and fee-based contracts that go years out, which protects against downside risk at the expense of limiting upside potential.Kinder Morgan is unlikely to outperform other oil and gas stocks when prices are rising. But it's also much better positioned to earn strong cash flows in lower price environments as we saw in 2020. Given the stability of its businesses, Kinder Morgan is a worthy high-yield dividend stock worth considering now.Throw some beans into your passive income streamStarbucks often finds itself left out of dividend discussions due to outdated perceptions that the company is still a growth stock. It's not, and it hasn't been for years.The Starbucks of today is a much more boring and stable business. Over the past five years, Starbucks has grown revenue at a compound annual growth rate (CAGR) of just 6.4%. But over that same period, it grew net income at a CAGR of 8.3% and its dividend at a CAGR of 14.4%.Paying the dividend is a big part of Starbucks' strategy. So much so that the company released its most aggressive dividend and buyback program in company history. In the three-year period between fiscal 2022 and fiscal 2024, Starbucks plans to spend $20 billion on dividends and share repurchases. To put that number into perspective, consider that Starbucks spent a little over $2 billion in fiscal 2021 on dividends.Investors looking for a strong and recognizable brand that is also an excellent dividend stock should look no further than Starbucks.Clorox's dividend is safeClorox has had a rough go of it as of late, and these difficulties are reflected in the company's stock price. After blasting to a fresh all-time high in 2020, share prices of Clorox stock are now hovering around a three-year low and are down over 40% from that high.Clorox's problems all boil down to shrinking profit margins in the face of higher inflation. The company is confident that its brands, such as Clorox, Glad trash bags, Burt's Bees, and Kingsford charcoal are leaders in their respective product categories. But higher costs, higher advertising spending, and supply chain challenges paint an uncertain picture of the quarters to come.In addition to declining margins, Clorox's growth rate could be negative in fiscal 2022 as the company struggles to lap quarters that were less affected by inflation.All told, Clorox is in for a multi-year period of weak growth. The silver lining is that all of this bad news is already public, so new investors considering Clorox now can buy the stock with all of these headwinds already digested by Wall Street.The bull argument for Clorox would be that the company will recover over time, it's a consumer staple company that is resistant to a recession, and it is likely to continue paying and raising its dividend every year. Clorox is a Dividend Aristocrat, which is a member of the S&P 500 that has paid and raised its dividend for at least 25 consecutive years. With a dividend yield of 3.4%, Clorox produces a healthy passive income stream.A hands-off approachKinder Morgan, Starbucks, and Clorox may not have anything in common as companies. But as stocks, all three could be great additions to a diversified portfolio. No matter if the stock market has rebounded and is off to the races -- or if the sell-off gets even worse from here -- investors can take solace knowing that these three companies will produce income without the need to sell stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981030432,"gmtCreate":1666337178127,"gmtModify":1676537743557,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"1\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981030432","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995915275,"gmtCreate":1661392960699,"gmtModify":1676536510802,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a><v-v data-views=\"1\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995915275","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904886353,"gmtCreate":1660018804174,"gmtModify":1703477043267,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>BullishBullish","listText":"<a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a><v-v data-views=\"1\"></v-v>BullishBullish","text":"$SPDR S&P 500 ETF Trust(SPY)$BullishBullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904886353","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014988515,"gmtCreate":1649584830656,"gmtModify":1676534534279,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014988515","repostId":"2226357404","repostType":4,"repost":{"id":"2226357404","kind":"highlight","pubTimestamp":1649559991,"share":"https://ttm.financial/m/news/2226357404?lang=&edition=fundamental","pubTime":"2022-04-10 11:06","market":"us","language":"en","title":"4 Unstoppable Warren Buffett Dividend Stocks That are Passive Income Machines","url":"https://stock-news.laohu8.com/highlight/detail?id=2226357404","media":"Motley Fool","summary":"If you're looking for safe stocks amid higher market volatility, you've come to the right place.","content":"<html><head></head><body><p>Warren Buffett made headlines on Thursday after <b>Berkshire Hathaway</b> announced a roughly $4.2 billion stake in <b>HP</b>. Buffett has been on a buying spree as of late -- adding to Berkshire&#39;s position in <b>Occidental Petroleum</b> and buying insurance company Alleghany for around $11.6 billion.</p><p>Berkshire has a lot of attractive holdings, but four dividend stocks that stand out above the rest are <b>United Parcel Service</b>, <b>Chevron</b>, <b>Procter &amp; Gamble</b>, and <b>Coca-Cola</b>. Here&#39;s what makes each stock a great buy now.</p><h2>1. There&#39;s never been a better time to own UPS</h2><p>UPS and <b>FedEx</b> stock are both down over 13% since March 29 despite both companies continuing to report excellent results. The issue isn&#39;t how either company has done but rather where it could be headed from here.</p><p>UPS and FedEx have been successful in raising prices to combat inflation. But FedEx&#39;s commentary during its third-quarter fiscal 2022 earnings call on March 18 was a bit concerning. &#34;Several macroeconomic forces, including the tragic conflict in Ukraine, uncertainty around the pandemic, a tight labor market, supply chain disruptions, high energy prices, and inflationary pressure have dampened the current GDP outlook globally and for the United States,&#34; said Brie Carere, FedEx Chief Marketing and Communications Officer during the recent earnings call.</p><p>However, UPS posted record-high revenue and a high operating margin throughout 2021, which allowed it to raise its dividend by a staggering 49%. UPS grew its business in 2020 and 2021 while many other industrial companies were struggling. It expects growth to slow in 2022 but continues to see strength in e-commerce and its international segment. With a price-to-earnings (P/E) ratio of just 13.1 and a dividend yield of 3.1%, UPS is simply too good to pass up.</p><h2>2. Chevron is mostly protected from downside risk</h2><p>Like the rest of the oil majors, Chevron is having an excellent year as high oil and natural gas prices provide a much-needed reprieve for energy companies that got taken to the cleaners during the height of the COVID-19 pandemic in 2020. Many exploration and production companies have more exposure to oil and gas upside than Chevron. But what Chevron has that many of its competitors don&#39;t is an excellent balance sheet, a low cost of production, and a track record for paying and raising its dividend. Given its solid fundamentals, it&#39;s no wonder why Chevron is the 11th largest holding in Berkshire&#39;s portfolio.</p><h2>3. Procter &amp; Gamble may just be the safest stock on the planet</h2><p>Like UPS, Procter &amp; Gamble isn&#39;t immune to inflation. But it has found ways to pass along those costs to customers. Sophisticated supply chains have helped Procter &amp; Gamble retain high gross margins, while other consumer staple companies have been more affected by supply chain disruptions.</p><p>Procter &amp; Gamble is not an inexpensive stock or a fast-growing company. And it isn&#39;t a great value either, with shares hovering around a 52-week high and a P/E ratio of 28.1. However, P&amp;G is a battle-tested business that has done well during periods of high inflation and even recessions.</p><p>Like other defensive stocks, such as <b>Walmart</b> or <b>Costco Wholesale</b>, P&amp;G stock deserves a premium price because its business should continue to do well even if the macroeconomic situation worsens. P&amp;G has paid and raised its annual dividend for over 65 consecutive years, making it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the longest-tenured Dividend Kings. A Dividend King is an <b>S&amp;P 500</b> component that has paid and raised its dividend for at least 50 consecutive years.</p><h2>4. Coca-Cola has a high dividend yield and a stable business</h2><p>Although Coca-Cola is a completely different company from P&amp;G, the investment thesis for both stocks is very similar. Like P&amp;G, Coca-Cola is a Dividend King and has several well-known brands that consumers know and love. From its flagship soda products to Simply, Minute Maid, Vitamin Water, Smart Water, and acquisitions like Topo Chico, Coca-Cola is so much more than just the Coca-Cola brand.</p><p>The investment thesis for Coca-Cola is that folks are unlikely to cut their spending on its products even during economic downturns -- making its business stable. Coca-Cola stock has a 2.8% dividend yield, which is quite a bit higher than P&amp;G&#39;s 2.2%.</p><h2>A diversified basket of proven passive income winners</h2><p>Investing in equal parts of UPS, Chevron, Procter &amp; Gamble, and Coca-Cola gives an investor a dividend yield of 2.9% and exposure to the industrial sector, the energy sector, and two different industries in the consumer staples sector. All four companies are long-term proven winners but are especially attractive buys during times of high volatility because investors can be confident that each business isn&#39;t going away anytime soon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Unstoppable Warren Buffett Dividend Stocks That are Passive Income Machines</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\">\n4 Unstoppable Warren Buffett Dividend Stocks That are Passive Income Machines\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/09/4-unstoppable-warren-buffett-dividend-stocks-that/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett made headlines on Thursday after Berkshire Hathaway announced a roughly $4.2 billion stake in HP. Buffett has been on a buying spree as of late -- adding to Berkshire's position in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/09/4-unstoppable-warren-buffett-dividend-stocks-that/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4176":"多领域控股","PG":"宝洁","KO":"可口可乐","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","BK4131":"航空货运与物流","BK4558":"双十一","BK4018":"居家用品","BK4532":"文艺复兴科技持仓","BRK.B":"伯克希尔B","FDX":"联邦快递","BK4177":"软饮料","BK4559":"巴菲特持仓","BK4567":"ESG概念"},"source_url":"https://www.fool.com/investing/2022/04/09/4-unstoppable-warren-buffett-dividend-stocks-that/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226357404","content_text":"Warren Buffett made headlines on Thursday after Berkshire Hathaway announced a roughly $4.2 billion stake in HP. Buffett has been on a buying spree as of late -- adding to Berkshire's position in Occidental Petroleum and buying insurance company Alleghany for around $11.6 billion.Berkshire has a lot of attractive holdings, but four dividend stocks that stand out above the rest are United Parcel Service, Chevron, Procter & Gamble, and Coca-Cola. Here's what makes each stock a great buy now.1. There's never been a better time to own UPSUPS and FedEx stock are both down over 13% since March 29 despite both companies continuing to report excellent results. The issue isn't how either company has done but rather where it could be headed from here.UPS and FedEx have been successful in raising prices to combat inflation. But FedEx's commentary during its third-quarter fiscal 2022 earnings call on March 18 was a bit concerning. \"Several macroeconomic forces, including the tragic conflict in Ukraine, uncertainty around the pandemic, a tight labor market, supply chain disruptions, high energy prices, and inflationary pressure have dampened the current GDP outlook globally and for the United States,\" said Brie Carere, FedEx Chief Marketing and Communications Officer during the recent earnings call.However, UPS posted record-high revenue and a high operating margin throughout 2021, which allowed it to raise its dividend by a staggering 49%. UPS grew its business in 2020 and 2021 while many other industrial companies were struggling. It expects growth to slow in 2022 but continues to see strength in e-commerce and its international segment. With a price-to-earnings (P/E) ratio of just 13.1 and a dividend yield of 3.1%, UPS is simply too good to pass up.2. Chevron is mostly protected from downside riskLike the rest of the oil majors, Chevron is having an excellent year as high oil and natural gas prices provide a much-needed reprieve for energy companies that got taken to the cleaners during the height of the COVID-19 pandemic in 2020. Many exploration and production companies have more exposure to oil and gas upside than Chevron. But what Chevron has that many of its competitors don't is an excellent balance sheet, a low cost of production, and a track record for paying and raising its dividend. Given its solid fundamentals, it's no wonder why Chevron is the 11th largest holding in Berkshire's portfolio.3. Procter & Gamble may just be the safest stock on the planetLike UPS, Procter & Gamble isn't immune to inflation. But it has found ways to pass along those costs to customers. Sophisticated supply chains have helped Procter & Gamble retain high gross margins, while other consumer staple companies have been more affected by supply chain disruptions.Procter & Gamble is not an inexpensive stock or a fast-growing company. And it isn't a great value either, with shares hovering around a 52-week high and a P/E ratio of 28.1. However, P&G is a battle-tested business that has done well during periods of high inflation and even recessions.Like other defensive stocks, such as Walmart or Costco Wholesale, P&G stock deserves a premium price because its business should continue to do well even if the macroeconomic situation worsens. P&G has paid and raised its annual dividend for over 65 consecutive years, making it one of the longest-tenured Dividend Kings. A Dividend King is an S&P 500 component that has paid and raised its dividend for at least 50 consecutive years.4. Coca-Cola has a high dividend yield and a stable businessAlthough Coca-Cola is a completely different company from P&G, the investment thesis for both stocks is very similar. Like P&G, Coca-Cola is a Dividend King and has several well-known brands that consumers know and love. From its flagship soda products to Simply, Minute Maid, Vitamin Water, Smart Water, and acquisitions like Topo Chico, Coca-Cola is so much more than just the Coca-Cola brand.The investment thesis for Coca-Cola is that folks are unlikely to cut their spending on its products even during economic downturns -- making its business stable. Coca-Cola stock has a 2.8% dividend yield, which is quite a bit higher than P&G's 2.2%.A diversified basket of proven passive income winnersInvesting in equal parts of UPS, Chevron, Procter & Gamble, and Coca-Cola gives an investor a dividend yield of 2.9% and exposure to the industrial sector, the energy sector, and two different industries in the consumer staples sector. All four companies are long-term proven winners but are especially attractive buys during times of high volatility because investors can be confident that each business isn't going away anytime soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962146996,"gmtCreate":1669739130216,"gmtModify":1676538234310,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962146996","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969909140,"gmtCreate":1668308047280,"gmtModify":1676538039624,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969909140","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960767725,"gmtCreate":1668266144668,"gmtModify":1676538035419,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"Thx","listText":"Thx","text":"Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960767725","repostId":"2282487556","repostType":4,"repost":{"id":"2282487556","kind":"highlight","pubTimestamp":1668213017,"share":"https://ttm.financial/m/news/2282487556?lang=&edition=fundamental","pubTime":"2022-11-12 08:30","market":"us","language":"en","title":"Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration","url":"https://stock-news.laohu8.com/highlight/detail?id=2282487556","media":"Seeking Alpha","summary":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-","content":"<html><head></head><body><h2>Summary</h2><ul><li>Nvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential &#34;dovish response from the Fed&#34;.</li><li>The stock&#39;s recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors&#39; confidence in Nvidia&#39;s longer-term prospects.</li><li>Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock&#39;s near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock&#39;s outlook.</li><li>The following analysis will walk through some of the latest developments in Nvidia&#39;s operating, macro and regulatory environment, and gauge their respective implications on the stock&#39;s near-term performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/821a26da6fd45d4119675770e348fdbe\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>The better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).</p><p>Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.</p><p>And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.</p><p>Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.</p><p><b>Macro Overview</b></p><p>The Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.</p><p>October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.</p><p>Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):</p><blockquote>Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.</blockquote><blockquote>Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.</blockquote><blockquote>Source: Federal Reserve Bank of Dallas</blockquote><p>What this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.</p><p>Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.</p><p>Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.</p><p>And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.</p><p>And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.</p><p><b>Implications of the A800 Data Center GPU</b></p><p>Moving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.</p><p>In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.</p><p>As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.</p><p><i>i. Bull Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a9f8803dc4cfc1a6531cd5970e6116\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce58edfb1fd144ddb4958ce28aa3068\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case PT (Author)</span></p><p><i>ii. Base Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48b2c2079cc21eba075a71a080240c9\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c8bdcb85fdca3d00f2a79a9aa1f947\" tg-width=\"640\" tg-height=\"363\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case PT (Author)</span></p><p><i>iii. Bear Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55fa52330c071632e4c5480164c6da69\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d24c4b920c94cd1163561b799af23cb\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case PT (Author)</span></p><p>However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.</p><p><b>Implications of Crypto Contagion 2.0</b></p><p>As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.</p><p>While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.</p><p>Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:</p><blockquote>Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.</blockquote><blockquote>Source: Bloomberg</blockquote><p>While Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.</p><p>In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.</p><p><b>Final Thoughts</b></p><p>As we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.</p><p>And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.</p><p>Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.</p><p><i>This article is written by </i><i>Livy Investment Research</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>Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\"....</p>\n\n<a href=\"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282487556","content_text":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\".The stock's recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors' confidence in Nvidia's longer-term prospects.Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock's near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock's outlook.The following analysis will walk through some of the latest developments in Nvidia's operating, macro and regulatory environment, and gauge their respective implications on the stock's near-term performance.Justin SullivanThe better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.Macro OverviewThe Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.Source: Federal Reserve Bank of DallasWhat this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.Implications of the A800 Data Center GPUMoving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.i. Bull Case Financial Forecast and Valuation Analysis:Nvidia Bull Case Financial Forecast (Author)Nvidia Bull Case PT (Author)ii. Base Case Financial Forecast and Valuation Analysis:Nvidia Base Case Financial Forecast (Author)Nvidia Base Case PT (Author)iii. Bear Case Financial Forecast and Valuation Analysis:Nvidia Bear Case Financial Forecast (Author)Nvidia Bear Case PT (Author)However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.Implications of Crypto Contagion 2.0As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.Source: BloombergWhile Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.Final ThoughtsAs we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.This article is written by Livy Investment Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060328368,"gmtCreate":1651104102159,"gmtModify":1676534849909,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060328368","repostId":"2230961814","repostType":4,"repost":{"id":"2230961814","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1651103291,"share":"https://ttm.financial/m/news/2230961814?lang=&edition=fundamental","pubTime":"2022-04-28 07:48","market":"us","language":"en","title":"PayPal Shares Climb Nearly 4% Despite Cuts in Annual Profit View","url":"https://stock-news.laohu8.com/highlight/detail?id=2230961814","media":"Reuters","summary":"(Reuters) - PayPal Holdings Inc shares traded higher Wednesday even after the company lowered its fu","content":"<html><head></head><body><p> (Reuters) - <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc shares traded higher Wednesday even after the company lowered its full-year profit outlook, signaling that payments volumes at the company could take a hit from surging inflation and the conflict in Ukraine.</p><p><img src=\"https://static.tigerbbs.com/f25aa6687ee4b602e1698b6e73ca88ae\" tg-width=\"937\" tg-height=\"676\" width=\"100%\" height=\"auto\"/></p><p>Still, the company reported a modest increase in revenue and user growth, appearing to quell some investor fears. Its shares traded 5% higher after market close.</p><p>The company said it expects adjusted profit between $3.81 and $3.93 on a per share basis, down from its previous forecast of $4.60 to $4.75.</p><p>In a conference call with analysts, Chief Executive Officer Dan Schulman said he acknowledged that &#34;our shareholders expect more from us than our track record over the past several quarters.&#34;</p><p>Schulman said 2022 remains another challenging year to forecast. &#34;Forecasting normalized consumer ecommerce spending as we come out of the pandemic is exceedingly complex,&#34; he added.</p><p>Customers in the United States have started tightening their belts in recent months as inflation surges to its highest in decades, pressuring earnings of payment processors like PayPal.</p><p>The company is also expected to take a financial hit from its decision to join the Western corporate boycott of Russia over the invasion of Ukraine, which Moscow has called a &#34;special operation.&#34;</p><p>PayPal had hit 52-week lows this week before reporting its earnings for the first quarter of 2022 as the market braced for a grim readout.</p><p>In the first three months of the year, PayPal&#39;s revenue rose 8% on an FX neutral basis to $6.5 billion, narrowly missing Wall Street estimates of $6.6 billion, according to Refinitiv data.</p><p>The company processed a total of $323 billion in payments in the first quarter, up 15% from a year earlier. Venmo - PayPal&#39;s app that allows U.S. individuals to send and receive money, posted a 12% jump in payments processed to $57.8 billion.</p><p>PayPal closed the first quarter with 429 million active accounts, up 9% from the previous quarter, mostly driven by Venmo users.</p><p>PayPal earned a profit of 88 cents per share on an adjusted basis, which was in line with analysts&#39; expectations.</p><p>The company said it expected an adjusted profit of 86 cents per share in the current quarter, below analysts’ estimates of $1.12 per share. (Reporting by Manya Saini in Bengaluru and Hannah Lang in Washington; Editing by Aditya Soni, Bernard Orr)</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>PayPal Shares Climb Nearly 4% Despite Cuts in Annual Profit View</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\">\nPayPal Shares Climb Nearly 4% Despite Cuts in Annual Profit View\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-28 07:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> (Reuters) - <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc shares traded higher Wednesday even after the company lowered its full-year profit outlook, signaling that payments volumes at the company could take a hit from surging inflation and the conflict in Ukraine.</p><p><img src=\"https://static.tigerbbs.com/f25aa6687ee4b602e1698b6e73ca88ae\" tg-width=\"937\" tg-height=\"676\" width=\"100%\" height=\"auto\"/></p><p>Still, the company reported a modest increase in revenue and user growth, appearing to quell some investor fears. Its shares traded 5% higher after market close.</p><p>The company said it expects adjusted profit between $3.81 and $3.93 on a per share basis, down from its previous forecast of $4.60 to $4.75.</p><p>In a conference call with analysts, Chief Executive Officer Dan Schulman said he acknowledged that &#34;our shareholders expect more from us than our track record over the past several quarters.&#34;</p><p>Schulman said 2022 remains another challenging year to forecast. &#34;Forecasting normalized consumer ecommerce spending as we come out of the pandemic is exceedingly complex,&#34; he added.</p><p>Customers in the United States have started tightening their belts in recent months as inflation surges to its highest in decades, pressuring earnings of payment processors like PayPal.</p><p>The company is also expected to take a financial hit from its decision to join the Western corporate boycott of Russia over the invasion of Ukraine, which Moscow has called a &#34;special operation.&#34;</p><p>PayPal had hit 52-week lows this week before reporting its earnings for the first quarter of 2022 as the market braced for a grim readout.</p><p>In the first three months of the year, PayPal&#39;s revenue rose 8% on an FX neutral basis to $6.5 billion, narrowly missing Wall Street estimates of $6.6 billion, according to Refinitiv data.</p><p>The company processed a total of $323 billion in payments in the first quarter, up 15% from a year earlier. Venmo - PayPal&#39;s app that allows U.S. individuals to send and receive money, posted a 12% jump in payments processed to $57.8 billion.</p><p>PayPal closed the first quarter with 429 million active accounts, up 9% from the previous quarter, mostly driven by Venmo users.</p><p>PayPal earned a profit of 88 cents per share on an adjusted basis, which was in line with analysts&#39; expectations.</p><p>The company said it expected an adjusted profit of 86 cents per share in the current quarter, below analysts’ estimates of $1.12 per share. (Reporting by Manya Saini in Bengaluru and Hannah Lang in Washington; Editing by Aditya Soni, Bernard Orr)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","PYPL":"PayPal","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230961814","content_text":"(Reuters) - PayPal Holdings Inc shares traded higher Wednesday even after the company lowered its full-year profit outlook, signaling that payments volumes at the company could take a hit from surging inflation and the conflict in Ukraine.Still, the company reported a modest increase in revenue and user growth, appearing to quell some investor fears. Its shares traded 5% higher after market close.The company said it expects adjusted profit between $3.81 and $3.93 on a per share basis, down from its previous forecast of $4.60 to $4.75.In a conference call with analysts, Chief Executive Officer Dan Schulman said he acknowledged that \"our shareholders expect more from us than our track record over the past several quarters.\"Schulman said 2022 remains another challenging year to forecast. \"Forecasting normalized consumer ecommerce spending as we come out of the pandemic is exceedingly complex,\" he added.Customers in the United States have started tightening their belts in recent months as inflation surges to its highest in decades, pressuring earnings of payment processors like PayPal.The company is also expected to take a financial hit from its decision to join the Western corporate boycott of Russia over the invasion of Ukraine, which Moscow has called a \"special operation.\"PayPal had hit 52-week lows this week before reporting its earnings for the first quarter of 2022 as the market braced for a grim readout.In the first three months of the year, PayPal's revenue rose 8% on an FX neutral basis to $6.5 billion, narrowly missing Wall Street estimates of $6.6 billion, according to Refinitiv data.The company processed a total of $323 billion in payments in the first quarter, up 15% from a year earlier. Venmo - PayPal's app that allows U.S. individuals to send and receive money, posted a 12% jump in payments processed to $57.8 billion.PayPal closed the first quarter with 429 million active accounts, up 9% from the previous quarter, mostly driven by Venmo users.PayPal earned a profit of 88 cents per share on an adjusted basis, which was in line with analysts' expectations.The company said it expected an adjusted profit of 86 cents per share in the current quarter, below analysts’ estimates of $1.12 per share. (Reporting by Manya Saini in Bengaluru and Hannah Lang in Washington; Editing by Aditya Soni, Bernard Orr)","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014878927,"gmtCreate":1649643761975,"gmtModify":1676534543381,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014878927","repostId":"1117335719","repostType":4,"repost":{"id":"1117335719","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649640442,"share":"https://ttm.financial/m/news/1117335719?lang=&edition=fundamental","pubTime":"2022-04-11 09:27","market":"sg","language":"en","title":"Singapore Stocks to Watch: Hotel Properties, Keppel Reit","url":"https://stock-news.laohu8.com/highlight/detail?id=1117335719","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Monday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Monday (Apr 11):</p><p><b>HOTEL Properties</b> has through its 80 per cent-owned joint venture (JV) company HPL Olympia, entered into a share purchase agreement with an unrelated party to sell its entire 100 per cent stake in the share capital of 2 JV companies - HPL (Olympia) and Maple Olympia Propco 4 S.à.r.l.</p><p>In a bourse filing on Saturday (Apr 9), Hotel Properties said the total consideration of the transaction is £40.8 million (S$72.4 million), and the sale of the ownership interest will result in a gain of about S$29 million for the group.</p><p>Shares of Hotel Properties ended Friday at S$3.57 on a cum dividend basis, up 0.3 per cent or S$0.01.</p><p><b>KEPPEL DC Reit</b> may be headed for more equity fund-raising, as the data centre investor looks to pick up more assets after an active acquisition spree in the past year.</p><p>&#34;Anything above S$100 million would be a nice deal size, and the larger it is, of course, it would be a lot more needle-moving,&#34; Anthea Lee, chief executive of the manager, told The Business Times.</p><p>Still, she has ruled out acquiring non-data centre assets that do not come bundled with data centres, in the face of speculation that the real estate investment trust (Reit) might continue with diversification, after last year&#39;s investment in telco M1.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Hotel Properties, Keppel Reit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Hotel Properties, Keppel Reit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-11 09:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Monday (Apr 11):</p><p><b>HOTEL Properties</b> has through its 80 per cent-owned joint venture (JV) company HPL Olympia, entered into a share purchase agreement with an unrelated party to sell its entire 100 per cent stake in the share capital of 2 JV companies - HPL (Olympia) and Maple Olympia Propco 4 S.à.r.l.</p><p>In a bourse filing on Saturday (Apr 9), Hotel Properties said the total consideration of the transaction is £40.8 million (S$72.4 million), and the sale of the ownership interest will result in a gain of about S$29 million for the group.</p><p>Shares of Hotel Properties ended Friday at S$3.57 on a cum dividend basis, up 0.3 per cent or S$0.01.</p><p><b>KEPPEL DC Reit</b> may be headed for more equity fund-raising, as the data centre investor looks to pick up more assets after an active acquisition spree in the past year.</p><p>&#34;Anything above S$100 million would be a nice deal size, and the larger it is, of course, it would be a lot more needle-moving,&#34; Anthea Lee, chief executive of the manager, told The Business Times.</p><p>Still, she has ruled out acquiring non-data centre assets that do not come bundled with data centres, in the face of speculation that the real estate investment trust (Reit) might continue with diversification, after last year&#39;s investment in telco M1.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"H15.SI":"旅店置业","KPDCF":"Keppel DC Reit Mgmt Pte Ltd.","K71U.SI":"吉宝房地产信托","AJBU.SI":"吉宝数据中心房地产信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117335719","content_text":"THE following companies saw new developments that may affect trading of their securities on Monday (Apr 11):HOTEL Properties has through its 80 per cent-owned joint venture (JV) company HPL Olympia, entered into a share purchase agreement with an unrelated party to sell its entire 100 per cent stake in the share capital of 2 JV companies - HPL (Olympia) and Maple Olympia Propco 4 S.à.r.l.In a bourse filing on Saturday (Apr 9), Hotel Properties said the total consideration of the transaction is £40.8 million (S$72.4 million), and the sale of the ownership interest will result in a gain of about S$29 million for the group.Shares of Hotel Properties ended Friday at S$3.57 on a cum dividend basis, up 0.3 per cent or S$0.01.KEPPEL DC Reit may be headed for more equity fund-raising, as the data centre investor looks to pick up more assets after an active acquisition spree in the past year.\"Anything above S$100 million would be a nice deal size, and the larger it is, of course, it would be a lot more needle-moving,\" Anthea Lee, chief executive of the manager, told The Business Times.Still, she has ruled out acquiring non-data centre assets that do not come bundled with data centres, in the face of speculation that the real estate investment trust (Reit) might continue with diversification, after last year's investment in telco M1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273883037798696,"gmtCreate":1707903927462,"gmtModify":1707903931479,"author":{"id":"4104406083093870","authorId":"4104406083093870","name":"Firebird27","avatar":"https://community-static.tradeup.com/news/eef6fa4bfcc7eb1b7a71b38202abe5c5","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4104406083093870","authorIdStr":"4104406083093870"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ 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