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YK Lim

YK Lim

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10-31

$ALB.HK 20241128 110.00 CALL$

2022-12-08

Not more lockdown, open saseme

Alibaba Stock Forecast For 2023: What To Watch For

2022-12-01

that's great

Splunk Q3 EPS $0.83 Beats $0.25 Estimate, Sales $930.00M Beat $846.93M Estimate

2022-11-09

unregulated has its dark side too

Bitcoin Prices Drop to Two-Year Low on FTX-Binance Deal Concerns

2022-11-09

alphabet is a good bet

Sorry, the original content has been removed

2022-09-09

Shoe term market volatility is part and parcel of what investors have to bear with, esp amid inflation. it is the long term business quality and patience that counts.

2022-09-09

hope the result is good

Sorry, the original content has been removed

2022-08-25

China mkt is too large to be ignored. Nevertheless, there is still a truncation risk due to regulation, geopolitical tension and VIE structure.

Alibaba: Buy For The Next Decade

2022-08-09

Great info

又见大手笔增持！年内14股被增持超10亿通威股份、中国平安居前

2022-07-30

Great Insight

3 No-Brainer Stocks I'd Buy Right Now Without Hesitation

2022-07-08

cool

智通港股52周新高、新低统计|6月30日

2022-07-08

too bad. look like somebody see that the coy is undervalued.

Sorry, the original content has been removed

2022-07-07

Good insight abt metaverse

Sorry, the original content has been removed

2022-06-14

like that they picked Adobe.

Sorry, the original content has been removed

2022-06-12

Good stick to hedge inflation

欧特克跌1.83% 股价跌破200美元大关

2022-06-04

way to go is UP.

StoneCo stock climbs after better-than-expected Q1 revenue, robust Q2 guidance

2022-05-18

Good info

京东2022年Q1财报：疫情之下履约周期变长，继续降本增效寻破局｜财星球

2022-05-15

Good info. tks

Amazon: Pre-Pandemic Prices, Post-Pandemic Opportunity

2022-05-05

Good update

IDEXX stock falls on Q1 profit miss, 2022 forecast below estimates

2022-05-04

cool

3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030

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CALL$","images":[{"img":"https://community-static.tradeup.com/news/66b55fa6957e57bc4e3aa1c2c6c8e27c","width":"840","height":"1419"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366017140355144","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9920683603,"gmtCreate":1670477776403,"gmtModify":1676538377066,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Not more lockdown, open saseme","listText":"Not more lockdown, open saseme","text":"Not more lockdown, open saseme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9920683603","repostId":"2289468660","repostType":4,"repost":{"id":"2289468660","kind":"highlight","pubTimestamp":1670470008,"share":"https://ttm.financial/m/news/2289468660?lang=&edition=fundamental","pubTime":"2022-12-08 11:26","market":"us","language":"en","title":"Alibaba Stock Forecast For 2023: What To Watch For","url":"https://stock-news.laohu8.com/highlight/detail?id=2289468660","media":"Seeking Alpha","summary":"SummaryAlibaba has gone up by more than 30% since my last buy rating on it, and this article looks f","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba has gone up by more than 30% since my last buy rating on it, and this article looks forward to see what we should watch out for in 2023.</li><li>For China eCommerce, I expect it to show strong growth in 2023 on the back of a low base and removal of covid restrictions as Alibaba emerges as a re-opening play.</li><li>For cloud, I expect the demand from the Internet sector to recover while non-Internet sector continues its momentum.</li><li>I think cost optimization efforts will continue to show results in 2023 and drive solid EPS gains in 2023.</li><li>My target price for Alibaba is $143, implying 57% upside from current levels.</li></ul><p>Since my last buy rating on Alibaba (NYSE:BABA), the stock has risen 30% and this article aims to look deeper into the company to determine what the outlook for the company is for 2023 and what we should look out for in the next year for Alibaba.</p><h2>Investment thesis</h2><p>As mentioned earlier, I have written earlier articles about Alibaba, which can be found here. In my view, the setup is looking great for Alibaba in 2023 as I think that this is likely the best risk/reward opportunity available.</p><p>First, the company looks set to be a key beneficiary of the opening up of China&#39;s economy as the country looks to remove covid restrictions. This, along with the low base of the China eCommerce business in 2022, will lead to strong growth in the core China eCommerce segment in 2023.</p><p>Second, the cost optimization efforts are going well, and the effects are visible from the bottom-line beats that the company has achieved in recent quarters. Most of its newer and faster-growing initiatives are seeing narrower losses and I think this will continue in 2023 as the cost-saving initiatives will likely bear fruit in the quarters to come.</p><p>Third, cloud will also see improving business fundamentals, as non-Internet sectors maintain their momentum and the Internet sector demand recovers in 2023.</p><h2>China eCommerce to post strong recovery in 2023 on low base</h2><p>The segment has been rather lackluster in recent quarters. This September 2022 quarter was no exception as China&#39;s covid policies continue to bite.</p><p>Alibaba&#39;s 11.11 comments were not as positive as in prior years and this was a result of several negative influences in the 2022 version of 11.11. The bottom line is that China&#39;s strict restrictions may have negatively affected consumption levels in China during this year&#39;s 11.11. As a result, the GMV for this year&#39;s 11.11 was flat compared to the prior year. This flatter growth does imply that the near-term December 2022 quarter may be challenging for Alibaba and thus, the segment will likely pose more of a downside risk. The downside risk, if I were to quantify it, is roughly around 5% in GMV terms as this is the approximate gap between the 2022 11.11 performance and the typical December quarter GMV growth.</p><p>For the next year in 2023, I think that Alibaba is actually a key beneficiary of the re-opening of the Chinese covid restrictions. This could be done by March 2022, and I expect that we will see Alibaba&#39;s China eCommerce business to grow by more than 10% in 2023. This is contributed by the high exposure that Alibaba has to discretionary spending, as well as the low base from 2022.</p><h2>Big profit driver from cost optimization in 2023</h2><p>One of the biggest positives for Alibaba in 2022 was the success from its cost optimization efforts. The market can see visible signs that the cost optimization efforts are taking effect and it is rewarding Alibaba for the good execution from the cost optimization efforts.</p><p>As a result of cost optimization measures, the company has seen bottom-line beats in recent quarters, which is testament to the management&#39;s efforts to drive costs down as the business slows.</p><p>I continue to expect that the cost savings will continue to flow through in the coming quarters as we have seen the peak adjusted EBITA loss for the new initiatives that Alibaba is undertaking in the December quarter from last year. For the September 2022 quarter, I think that we continue to see improvement in cost savings in the new initiatives segments as the combined losses amounted to about Rmb6 billion in the recent quarter, compared to Rmb19 billion in the same quarter in the prior year.</p><p>For Alibaba&#39;s China commerce segment, its segment margin improved by 1 percentage point compared to the prior quarter to 32% in the September 2022 quarter. This was a result of reduced losses for Taobao Deals and Taocaicai. In addition, international commerce also saw reduced losses as a result of losses being reduced at Lazada and Trendyol as the EBITA loss narrowed from Rmb2,481 million in the prior year to Rmb960 million in the September quarter of 2022. Local services also narrowed losses further in the September 2022 quarter to Rmb3,044 million, down from Rmb4,770 million in the prior year. This was driven by improving unit economics in Ele.me as delivery cost per order was reduced and average order value increased.</p><p>I continue to expect that losses will narrow through the December quarter of 2022 and into 2023 as management continues to be effective in driving margin improvement and cost savings across the business. I expect that the cost savings will continue into 2023 and this will drive an adjusted EPS growth of +41% in the next year as the business revenues and profits start to recover.</p><h2>Recovery in growth for the cloud segment in 2023</h2><p>For Alibaba&#39;s cloud segment, the outlook for 2023 looks more encouraging than what has happened for 2022. First, Alibaba recently disclosed for the first time ever, its revenue mix between Internet and non-Internet industries. In the September 2022 quarter results, the non-Internet segment grew by 28% year on year and now represents 58% of the total cloud segment. The strong growth in the non-Internet segment is a key driver for continued growth for the overall cloud segment as diversification in sectors within the cloud segment has paid off. This strong growth was contributed by the financial services, telecommunication and public services industries respectively.</p><p>That said, the Internet client portion of the cloud segment is still struggling as the revenues for the Internet sector were down 18% year on year. This, again, is due to a loss of one of Alibaba&#39;s key Internet customers, as well as its online education customers, and due to the relatively weaker demand from the Internet sector in general.</p><p>For 2023, where will we see Alibaba&#39;s cloud segment head towards? I think the answer is increasingly tilted towards a stronger growth profile for the cloud segment. In the near term, we may see that there are still existing headwinds from the company&#39;s Internet sector exposure, but I think that this will improve through 2023. First, I expect that the non-Internet industries will continue to progress and grow robustly as the country comes out from covid lockdowns and removes strict restrictions. Second, I think that we will see that the demand from the Internet sector will also recover as sentiment in the sector improves over the course of the year. Taken together, my expectation is for the overall cloud revenue growth to reach the teens level by next year, as the second half will prove to be a strong quarter for the cloud segment with the continued increasing demand.</p><h2>Creating value for BABA shareholders in 2023</h2><p>Alibaba has been an active repurchaser of its shares as it initially has a share repurchase program that was authorized in 2019 for $6 billion to be used over 2 years.</p><p>This program has been extended and increased a few times, and the recent announcement in November 2022 was that Alibaba will be increasing its share repurchase program by another $15 billion, to $40 billion. Furthermore, the program was also extended all the way to the end of March 2025.</p><p>Alibaba noted that as of 16 November 2022, it has repurchased $18 billion in shares, which means that it has $22 billion remaining for the enlarged share repurchase program that it currently has. For reference, Alibaba&#39;s buyback in the September 2022 quarter represented 39% of its free cash flows. I think that there will be a large percentage of capital that will be committed to share repurchases in the next year as Alibaba continues to execute on its share repurchase program until the end of 2025. At the end of the day, shareholders should benefit from these repurchases as Alibaba executes on the repurchase program.</p><h2>Valuation</h2><p>I use a sum of the parts valuation model to derive my target price for Alibaba. This involves determining a value for each part of Alibaba&#39;s business.</p><ol><li>First, for the China eCommerce segment, I think that we will likely see a strong growth return to the segment on the back of a low base and relaxing of covid restrictions in China. This upside has been taken into account for my forecast for 2023. At the same time, there is a risk that the company may face a slowdown as a result of the weakening macroeconomic environment in China. As such, I incorporate conservatism into my financial forecasts to take this into account as well.</li><li>Second, for Local Services, Cainiao and other investments and associates held by the company, I value these by their latest transaction values and market capitalizations of the respective companies.</li><li>Lastly, for Youku, International Commerce and Cloud, I use a DCF methodology to derive the value of these segments. I take into account the long-term growth opportunities for the International Commerce segment and the robust growth opportunities for the Cloud segment.</li></ol><p>Taking all these together, I also applied a 30% holding discount. Based on that, my target price for Alibaba is $143, implying around 57% upside from current levels.</p><p><img src=\"https://static.tigerbbs.com/f3fc99056e77de2975d13834d94ecceb\" tg-width=\"428\" tg-height=\"241\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba SOTP valuation (Author generated)</p><h2>Risks</h2><h3>Competitive pressures</h3><p>The e-commerce and cloud computing space in China is highly competitive and while Alibaba has a strong competitive position, it risks losing this position if competitors are able to innovate and outcompete the company. In the China e-commerce space, there are established players with specific advantages like JD.com (JD) and Pinduoduo (PDD) that compete with Alibaba for e-commerce market share. In the cloud space, there are large players that continue to vie for market share in China. Lastly, in the international e-commerce segment, Amazon (AMZN) and Sea Limited&#39;s (SE) Shopee are the main contenders for Alibaba&#39;s e-commerce segment in the international region.</p><h3>Cloud risks</h3><p>Alibaba looks to be gaining business in non-Internet sectors while the demand for Internet sectors remains weak. There is a risk that other players in China may attempt to take share from Alibaba. This includes established cloud players like Huawei, Tencent (OTCPK:TCEHY), and China Telecom. This could slow growth for Alibaba&#39;s cloud segment in the near term as the competitive landscape sours.</p><h2>Conclusion</h2><p>2023 will be a great year for Alibaba, in my view. As mentioned earlier in the article, the fundamentals are improving for a business that has seen very negative sentiment for some time now. The improving China eCommerce outlook from the low base in 2022 and the reopening of the Chinese economy, as well as the improving business momentum for the cloud business, will drive top-line growth to re-accelerate. The cost optimization efforts happening in 2022 will continue to show results in 2023 as the losses narrow for many of Alibaba&#39;s businesses. Lastly, Alibaba remains committed to add value to shareholders and the share repurchase program will continue. I think that the risk/reward perspective for Alibaba looks positive and my target price for Alibaba is $143, implying 57% upside from current levels.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock Forecast For 2023: What To Watch For</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock Forecast For 2023: What To Watch For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562972-alibaba-stock-forecast-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has gone up by more than 30% since my last buy rating on it, and this article looks forward to see what we should watch out for in 2023.For China eCommerce, I expect it to show strong ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562972-alibaba-stock-forecast-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4562972-alibaba-stock-forecast-2023","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2289468660","content_text":"SummaryAlibaba has gone up by more than 30% since my last buy rating on it, and this article looks forward to see what we should watch out for in 2023.For China eCommerce, I expect it to show strong growth in 2023 on the back of a low base and removal of covid restrictions as Alibaba emerges as a re-opening play.For cloud, I expect the demand from the Internet sector to recover while non-Internet sector continues its momentum.I think cost optimization efforts will continue to show results in 2023 and drive solid EPS gains in 2023.My target price for Alibaba is $143, implying 57% upside from current levels.Since my last buy rating on Alibaba (NYSE:BABA), the stock has risen 30% and this article aims to look deeper into the company to determine what the outlook for the company is for 2023 and what we should look out for in the next year for Alibaba.Investment thesisAs mentioned earlier, I have written earlier articles about Alibaba, which can be found here. In my view, the setup is looking great for Alibaba in 2023 as I think that this is likely the best risk/reward opportunity available.First, the company looks set to be a key beneficiary of the opening up of China's economy as the country looks to remove covid restrictions. This, along with the low base of the China eCommerce business in 2022, will lead to strong growth in the core China eCommerce segment in 2023.Second, the cost optimization efforts are going well, and the effects are visible from the bottom-line beats that the company has achieved in recent quarters. Most of its newer and faster-growing initiatives are seeing narrower losses and I think this will continue in 2023 as the cost-saving initiatives will likely bear fruit in the quarters to come.Third, cloud will also see improving business fundamentals, as non-Internet sectors maintain their momentum and the Internet sector demand recovers in 2023.China eCommerce to post strong recovery in 2023 on low baseThe segment has been rather lackluster in recent quarters. This September 2022 quarter was no exception as China's covid policies continue to bite.Alibaba's 11.11 comments were not as positive as in prior years and this was a result of several negative influences in the 2022 version of 11.11. The bottom line is that China's strict restrictions may have negatively affected consumption levels in China during this year's 11.11. As a result, the GMV for this year's 11.11 was flat compared to the prior year. This flatter growth does imply that the near-term December 2022 quarter may be challenging for Alibaba and thus, the segment will likely pose more of a downside risk. The downside risk, if I were to quantify it, is roughly around 5% in GMV terms as this is the approximate gap between the 2022 11.11 performance and the typical December quarter GMV growth.For the next year in 2023, I think that Alibaba is actually a key beneficiary of the re-opening of the Chinese covid restrictions. This could be done by March 2022, and I expect that we will see Alibaba's China eCommerce business to grow by more than 10% in 2023. This is contributed by the high exposure that Alibaba has to discretionary spending, as well as the low base from 2022.Big profit driver from cost optimization in 2023One of the biggest positives for Alibaba in 2022 was the success from its cost optimization efforts. The market can see visible signs that the cost optimization efforts are taking effect and it is rewarding Alibaba for the good execution from the cost optimization efforts.As a result of cost optimization measures, the company has seen bottom-line beats in recent quarters, which is testament to the management's efforts to drive costs down as the business slows.I continue to expect that the cost savings will continue to flow through in the coming quarters as we have seen the peak adjusted EBITA loss for the new initiatives that Alibaba is undertaking in the December quarter from last year. For the September 2022 quarter, I think that we continue to see improvement in cost savings in the new initiatives segments as the combined losses amounted to about Rmb6 billion in the recent quarter, compared to Rmb19 billion in the same quarter in the prior year.For Alibaba's China commerce segment, its segment margin improved by 1 percentage point compared to the prior quarter to 32% in the September 2022 quarter. This was a result of reduced losses for Taobao Deals and Taocaicai. In addition, international commerce also saw reduced losses as a result of losses being reduced at Lazada and Trendyol as the EBITA loss narrowed from Rmb2,481 million in the prior year to Rmb960 million in the September quarter of 2022. Local services also narrowed losses further in the September 2022 quarter to Rmb3,044 million, down from Rmb4,770 million in the prior year. This was driven by improving unit economics in Ele.me as delivery cost per order was reduced and average order value increased.I continue to expect that losses will narrow through the December quarter of 2022 and into 2023 as management continues to be effective in driving margin improvement and cost savings across the business. I expect that the cost savings will continue into 2023 and this will drive an adjusted EPS growth of +41% in the next year as the business revenues and profits start to recover.Recovery in growth for the cloud segment in 2023For Alibaba's cloud segment, the outlook for 2023 looks more encouraging than what has happened for 2022. First, Alibaba recently disclosed for the first time ever, its revenue mix between Internet and non-Internet industries. In the September 2022 quarter results, the non-Internet segment grew by 28% year on year and now represents 58% of the total cloud segment. The strong growth in the non-Internet segment is a key driver for continued growth for the overall cloud segment as diversification in sectors within the cloud segment has paid off. This strong growth was contributed by the financial services, telecommunication and public services industries respectively.That said, the Internet client portion of the cloud segment is still struggling as the revenues for the Internet sector were down 18% year on year. This, again, is due to a loss of one of Alibaba's key Internet customers, as well as its online education customers, and due to the relatively weaker demand from the Internet sector in general.For 2023, where will we see Alibaba's cloud segment head towards? I think the answer is increasingly tilted towards a stronger growth profile for the cloud segment. In the near term, we may see that there are still existing headwinds from the company's Internet sector exposure, but I think that this will improve through 2023. First, I expect that the non-Internet industries will continue to progress and grow robustly as the country comes out from covid lockdowns and removes strict restrictions. Second, I think that we will see that the demand from the Internet sector will also recover as sentiment in the sector improves over the course of the year. Taken together, my expectation is for the overall cloud revenue growth to reach the teens level by next year, as the second half will prove to be a strong quarter for the cloud segment with the continued increasing demand.Creating value for BABA shareholders in 2023Alibaba has been an active repurchaser of its shares as it initially has a share repurchase program that was authorized in 2019 for $6 billion to be used over 2 years.This program has been extended and increased a few times, and the recent announcement in November 2022 was that Alibaba will be increasing its share repurchase program by another $15 billion, to $40 billion. Furthermore, the program was also extended all the way to the end of March 2025.Alibaba noted that as of 16 November 2022, it has repurchased $18 billion in shares, which means that it has $22 billion remaining for the enlarged share repurchase program that it currently has. For reference, Alibaba's buyback in the September 2022 quarter represented 39% of its free cash flows. I think that there will be a large percentage of capital that will be committed to share repurchases in the next year as Alibaba continues to execute on its share repurchase program until the end of 2025. At the end of the day, shareholders should benefit from these repurchases as Alibaba executes on the repurchase program.ValuationI use a sum of the parts valuation model to derive my target price for Alibaba. This involves determining a value for each part of Alibaba's business.First, for the China eCommerce segment, I think that we will likely see a strong growth return to the segment on the back of a low base and relaxing of covid restrictions in China. This upside has been taken into account for my forecast for 2023. At the same time, there is a risk that the company may face a slowdown as a result of the weakening macroeconomic environment in China. As such, I incorporate conservatism into my financial forecasts to take this into account as well.Second, for Local Services, Cainiao and other investments and associates held by the company, I value these by their latest transaction values and market capitalizations of the respective companies.Lastly, for Youku, International Commerce and Cloud, I use a DCF methodology to derive the value of these segments. I take into account the long-term growth opportunities for the International Commerce segment and the robust growth opportunities for the Cloud segment.Taking all these together, I also applied a 30% holding discount. Based on that, my target price for Alibaba is $143, implying around 57% upside from current levels.Alibaba SOTP valuation (Author generated)RisksCompetitive pressuresThe e-commerce and cloud computing space in China is highly competitive and while Alibaba has a strong competitive position, it risks losing this position if competitors are able to innovate and outcompete the company. In the China e-commerce space, there are established players with specific advantages like JD.com (JD) and Pinduoduo (PDD) that compete with Alibaba for e-commerce market share. In the cloud space, there are large players that continue to vie for market share in China. Lastly, in the international e-commerce segment, Amazon (AMZN) and Sea Limited's (SE) Shopee are the main contenders for Alibaba's e-commerce segment in the international region.Cloud risksAlibaba looks to be gaining business in non-Internet sectors while the demand for Internet sectors remains weak. There is a risk that other players in China may attempt to take share from Alibaba. This includes established cloud players like Huawei, Tencent (OTCPK:TCEHY), and China Telecom. This could slow growth for Alibaba's cloud segment in the near term as the competitive landscape sours.Conclusion2023 will be a great year for Alibaba, in my view. As mentioned earlier in the article, the fundamentals are improving for a business that has seen very negative sentiment for some time now. The improving China eCommerce outlook from the low base in 2022 and the reopening of the Chinese economy, as well as the improving business momentum for the cloud business, will drive top-line growth to re-accelerate. The cost optimization efforts happening in 2022 will continue to show results in 2023 as the losses narrow for many of Alibaba's businesses. Lastly, Alibaba remains committed to add value to shareholders and the share repurchase program will continue. I think that the risk/reward perspective for Alibaba looks positive and my target price for Alibaba is $143, implying 57% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962782876,"gmtCreate":1669849954396,"gmtModify":1676538254661,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"that's great&nbsp;","listText":"that's great&nbsp;","text":"that's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962782876","repostId":"2288616841","repostType":2,"repost":{"id":"2288616841","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1669846193,"share":"https://ttm.financial/m/news/2288616841?lang=&edition=fundamental","pubTime":"2022-12-01 06:09","market":"hk","language":"en","title":"Splunk Q3 EPS $0.83 Beats $0.25 Estimate, Sales $930.00M Beat $846.93M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2288616841","media":"Benzinga","summary":"Splunk (NASDAQ:SPLK) reported quarterly earnings of $0.83 per share which beat the analyst consensus estimate of $0.25 by 232 percent. This is a 324.32 percent increase over losses of $(0.37) per share from the same","content":"<html><body><p>Splunk (NASDAQ:SPLK) reported quarterly earnings of $0.83 per share which beat the analyst consensus estimate of $0.25 by 232 percent. This is a 324.32 percent increase over losses of $(0.37) per share from the same period last year.  The company reported quarterly sales of $930.00 million which beat the analyst consensus estimate of $846.93 million by 9.81 percent.  This is a 39.90 percent increase over sales of $664.75 million the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Splunk Q3 EPS $0.83 Beats $0.25 Estimate, Sales $930.00M Beat $846.93M Estimate</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\">\nSplunk Q3 EPS $0.83 Beats $0.25 Estimate, Sales $930.00M Beat $846.93M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-01 06:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Splunk (NASDAQ:SPLK) reported quarterly earnings of $0.83 per share which beat the analyst consensus estimate of $0.25 by 232 percent. This is a 324.32 percent increase over losses of $(0.37) per share from the same period last year.  The company reported quarterly sales of $930.00 million which beat the analyst consensus estimate of $846.93 million by 9.81 percent.  This is a 39.90 percent increase over sales of $664.75 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPLK":"Splunk Inc"},"source_url":"https://www.benzinga.com/news/earnings/22/11/29914021/splunk-q3-eps-0-83-beats-0-25-estimate-sales-930-00m-beat-846-93m-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288616841","content_text":"Splunk (NASDAQ:SPLK) reported quarterly earnings of $0.83 per share which beat the analyst consensus estimate of $0.25 by 232 percent. This is a 324.32 percent increase over losses of $(0.37) per share from the same period last year.  The company reported quarterly sales of $930.00 million which beat the analyst consensus estimate of $846.93 million by 9.81 percent.  This is a 39.90 percent increase over sales of $664.75 million the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987722153,"gmtCreate":1668002154972,"gmtModify":1676537996985,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"unregulated has its dark side too","listText":"unregulated has its dark side too","text":"unregulated has its dark side too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987722153","repostId":"1116383678","repostType":2,"repost":{"id":"1116383678","kind":"news","pubTimestamp":1668000069,"share":"https://ttm.financial/m/news/1116383678?lang=&edition=fundamental","pubTime":"2022-11-09 21:21","market":"other","language":"en","title":"Bitcoin Prices Drop to Two-Year Low on FTX-Binance Deal Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1116383678","media":"Yahoo Finance","summary":"Bitcoin prices dropped to a two-year low Wednesday morning as investors continue to grapple with an ","content":"<html><head></head><body><p>Bitcoin prices dropped to a two-year low Wednesday morning as investors continue to grapple with an emergency deal struck between two of crypto&#39;s largest exchanges, Binance and FTX.</p><p>Bitcoin hit $17,415 early Wednesday morning, the lowest point since November 2020, according to Coinmarketcap. It&#39;s down 10.8% in the last 24 hours, trading above $17,655.</p><p>The decline comes as the unexpected deal — far from set in stone in a non-binding letter of intent — raised fears among investors and analysts that FTX&#39;s troubles could spread through the crypto universe.</p><p>“FTX’s leader Sam Bankman-Fried was the white knight who has been saving companies throughout most of this crypto winter,&#34; Edward Moya, senior market analyst at Oanda, told Yahoo Finance on Tuesday. &#34;Seeing one of the major players wave the white flag is making a lot of people nervous that more pain could come.&#34;</p><p>Other cryptocurrencies also plunged.</p><p>The second largest cryptocurrency, ether (ETH-USD) sold off by 17% over the past day from $1,448 to $1,164. FTX&#39;s exchange token FTT, fell by as much as 71% on the day from $17 to $3. It is now trading above $4.8.</p><p>The cryptocurrency Solana (SOL), which FTX Founder and CEO Sam Bankman-Fried heavily supported, has sold off 28% in the last 24 hours from $28.19 to $20.</p><p>In the last 24 hours, the total market capitalization for all crypto assets has fallen by more than 10% from $980 billion to $880 billion, according to Coinmarketcap and Yahoo Finance charts.</p><p>The deal marks one of the darker days for crypto during a rough year for markets. It came as the up-and-coming crypto trading venue FTX faced a &#34;significant liquidity crunch,&#34; according to Binance CEO Changpeng Zhao in a tweet Tuesday, temporarily forcing the rival exchange to pause customer withdrawals Tuesday morning.</p><p>“There&#39;s a lot more concern that contagion risks and other liquidity problems are lurking,&#34; Moya said.</p><p>While Binance can still back out of the FTX deal, if the merger of the two of crypto’s largest players goes through, it could worsen business competition for other industry firms at a time when trading volumes have tanked, according to analysts.</p><p>So far in 2022, total crypto trading volumes worldwide across exchanges have fallen by 21% to $86 trillion, according to crypto indexing platform Nomics. In that period, Binance accounted for 21.7% of total global crypto trading volume, while FTX holds a 3.96% share.</p><p>Shares of Coinbase Global (COIN), a competitor of the two firms, closed 11% lower Tuesday from $54.50 to $50.83, even after Coinbase CEO Brian Armstrongsaidover Twitter that the company &#34;doesn&#39;t have any material exposure to FTX or FTT (and no exposure to Alameda),&#34; and less competition would seem positive for the major exchange.</p><p>Still, Mizuho Securities senior analyst Dan Dolev wrote in a note that &#34;the rapid fall from grace of a crypto exchange demonstrates how fickle the crypto industry could be. This is a red flag for COIN, where the vast majority of revenues are from trading crypto tokens.&#34;</p><p>However, Dolev played down the day’s “knee-jerk” reaction, pointing out that unlike Coinbase, Robinhood only earns 12% of its revenue from crypto transactions.</p><p>As for other affected firms, Pranav Kanade, portfolio manager with VanEck Digital Assets, told Yahoo Finance the question remains whether FTX&#39;s liquidity crunch came as the result of bad debt.</p><p>&#34;You can argue a lot of the leverage was taken out of the system in May and June of this year, but a lot of that got resolved by FTX bailing out those companies to some extent,&#34; Kanade said. &#34;If there is bad debt, how much and who are those other entities?&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin Prices Drop to Two-Year Low on FTX-Binance Deal Concerns</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\">\nBitcoin Prices Drop to Two-Year Low on FTX-Binance Deal Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/bitcoin-crypto-ftx-binance-contagion-224955324.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bitcoin prices dropped to a two-year low Wednesday morning as investors continue to grapple with an emergency deal struck between two of crypto's largest exchanges, Binance and FTX.Bitcoin hit $17,415...</p>\n\n<a href=\"https://finance.yahoo.com/news/bitcoin-crypto-ftx-binance-contagion-224955324.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/bitcoin-crypto-ftx-binance-contagion-224955324.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116383678","content_text":"Bitcoin prices dropped to a two-year low Wednesday morning as investors continue to grapple with an emergency deal struck between two of crypto's largest exchanges, Binance and FTX.Bitcoin hit $17,415 early Wednesday morning, the lowest point since November 2020, according to Coinmarketcap. It's down 10.8% in the last 24 hours, trading above $17,655.The decline comes as the unexpected deal — far from set in stone in a non-binding letter of intent — raised fears among investors and analysts that FTX's troubles could spread through the crypto universe.“FTX’s leader Sam Bankman-Fried was the white knight who has been saving companies throughout most of this crypto winter,\" Edward Moya, senior market analyst at Oanda, told Yahoo Finance on Tuesday. \"Seeing one of the major players wave the white flag is making a lot of people nervous that more pain could come.\"Other cryptocurrencies also plunged.The second largest cryptocurrency, ether (ETH-USD) sold off by 17% over the past day from $1,448 to $1,164. FTX's exchange token FTT, fell by as much as 71% on the day from $17 to $3. It is now trading above $4.8.The cryptocurrency Solana (SOL), which FTX Founder and CEO Sam Bankman-Fried heavily supported, has sold off 28% in the last 24 hours from $28.19 to $20.In the last 24 hours, the total market capitalization for all crypto assets has fallen by more than 10% from $980 billion to $880 billion, according to Coinmarketcap and Yahoo Finance charts.The deal marks one of the darker days for crypto during a rough year for markets. It came as the up-and-coming crypto trading venue FTX faced a \"significant liquidity crunch,\" according to Binance CEO Changpeng Zhao in a tweet Tuesday, temporarily forcing the rival exchange to pause customer withdrawals Tuesday morning.“There's a lot more concern that contagion risks and other liquidity problems are lurking,\" Moya said.While Binance can still back out of the FTX deal, if the merger of the two of crypto’s largest players goes through, it could worsen business competition for other industry firms at a time when trading volumes have tanked, according to analysts.So far in 2022, total crypto trading volumes worldwide across exchanges have fallen by 21% to $86 trillion, according to crypto indexing platform Nomics. In that period, Binance accounted for 21.7% of total global crypto trading volume, while FTX holds a 3.96% share.Shares of Coinbase Global (COIN), a competitor of the two firms, closed 11% lower Tuesday from $54.50 to $50.83, even after Coinbase CEO Brian Armstrongsaidover Twitter that the company \"doesn't have any material exposure to FTX or FTT (and no exposure to Alameda),\" and less competition would seem positive for the major exchange.Still, Mizuho Securities senior analyst Dan Dolev wrote in a note that \"the rapid fall from grace of a crypto exchange demonstrates how fickle the crypto industry could be. This is a red flag for COIN, where the vast majority of revenues are from trading crypto tokens.\"However, Dolev played down the day’s “knee-jerk” reaction, pointing out that unlike Coinbase, Robinhood only earns 12% of its revenue from crypto transactions.As for other affected firms, Pranav Kanade, portfolio manager with VanEck Digital Assets, told Yahoo Finance the question remains whether FTX's liquidity crunch came as the result of bad debt.\"You can argue a lot of the leverage was taken out of the system in May and June of this year, but a lot of that got resolved by FTX bailing out those companies to some extent,\" Kanade said. \"If there is bad debt, how much and who are those other entities?\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987764652,"gmtCreate":1668000247277,"gmtModify":1676537996555,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"alphabet is a good bet","listText":"alphabet is a good bet","text":"alphabet is a good bet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987764652","repostId":"2281999742","repostType":2,"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936029344,"gmtCreate":1662684712188,"gmtModify":1676537117067,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Shoe term market volatility is part and parcel of what investors have to bear with, esp amid inflation. it is the long term business quality and patience that counts.&nbsp;","listText":"Shoe term market volatility is part and parcel of what investors have to bear with, esp amid inflation. it is the long term business quality and patience that counts.&nbsp;","text":"Shoe term market volatility is part and parcel of what investors have to bear with, esp amid inflation. it is the long term business quality and patience that counts.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9936029344","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936068480,"gmtCreate":1662684355541,"gmtModify":1676537116869,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"hope the result is good","listText":"hope the result is good","text":"hope the result is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936068480","repostId":"2265002282","repostType":2,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995926594,"gmtCreate":1661396285520,"gmtModify":1676536511603,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"China mkt is too large to be ignored.&nbsp; Nevertheless,&nbsp; there is still a truncation risk due to regulation,&nbsp; geopolitical tension and VIE structure.&nbsp;","listText":"China mkt is too large to be ignored.&nbsp; Nevertheless,&nbsp; there is still a truncation risk due to regulation,&nbsp; geopolitical tension and VIE structure.&nbsp;","text":"China mkt is too large to be ignored. Nevertheless, there is still a truncation risk due to regulation, geopolitical tension and VIE structure.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995926594","repostId":"2261659155","repostType":2,"repost":{"id":"2261659155","kind":"news","pubTimestamp":1661352338,"share":"https://ttm.financial/m/news/2261659155?lang=&edition=fundamental","pubTime":"2022-08-24 22:45","market":"hk","language":"en","title":"Alibaba: Buy For The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2261659155","media":"Seeking Alpha","summary":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it'","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is considerably undervalued, even with the risks involved.</li><li>The value is there, and it&#39;s remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.</li><li>Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants&#39;.</li><li>The delisting concerns appear exaggerated, and Alibaba&#39;s earnings forecasts could be at rock a bottom here.</li><li>As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p>Finding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba&#39;s stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company&#39;s stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.</p><p><b>The Value Is There, And It&#39;s Remarkable</b></p><p>Alibaba&#39;s ecosystem brought in a staggering $1.2 trillion gross merchandise value (&#34;GMV&#34;) in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (&#34;AACs&#34;) in fiscal 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/095b01d0839eb4c02594d7ed45fb67d7\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Alibaba GMV (alibabagroup.com )</span></p><p>In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba&#39;s platforms vs. Amazon&#39;s.</p><p><b>Alibaba GMV - Billions of Yuan (fiscal)</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39d08924723ff429f7e170dd467dbd8e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>BABA GMV (Statista.com)</span></p><p>We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba&#39;s operations and revenues grow, it should become increasingly more profitable in the coming years.</p><p><b>Valuation - Alibaba Vs. Amazon</b></p><p>We discussed that Alibaba&#39;s GMV essentially doubled Amazon&#39;s in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon&#39;s market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba&#39;s GMV was double Amazon&#39;s, but Amazon&#39;s market cap is nearly six times higher than Alibaba&#39;s. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.</p><p><b>EPS Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c37d53f755829928c520644537c749b\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\"/><span>EPS Estimates (SeekingAlpha.com )</span></p><p>We see that Alibaba is in a transitory phase of EPS decline. This year&#39;s EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba&#39;s share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year&#39;s consensus EPS estimates. However, we should see growth, and the company&#39;s substantial EPS potential makes this stock very cheap.</p><p>Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba&#39;s current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.</p><p><b>Growth Will Return</b></p><p><b>Revenue Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e525aa6ca15da9ee35e9ee3cba5f162\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/><span>Revenue estimates (SeekingAlpha.com )</span></p><p>Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba&#39;s potential. I suspect Alibaba&#39;s sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.</p><p><b>The Downside Is Limited</b></p><p>The downside is probably quite limited now because of the negativity that&#39;s been priced into Alibaba over the last two years. We&#39;ve seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China&#39;s economy, geopolitical pressures, and more. Alibaba&#39;s market cap has dwindled from nearly $1 trillion to only $237 billion. The company&#39;s P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba&#39;s stock get delisted?</p><p><b>The Probability Of Delisting Appears Low</b></p><p>Investing is a risk, in any case. We don&#39;t know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?</p><p><b>Chinese Stocks: Out Of Favor - For Now</b></p><p>We&#39;ve seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC&#39;s HFCAA means that if the Chinese government does not permit American regulators to inspect the company&#39;s books within three years, its stock could be delisted from U.S. exchanges. It&#39;s fair to mention that essentially all Chinese companies are on the SEC&#39;s HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.</p><p>The debate over Chinese auditing firms has gone on for a long time. However, if more than <b>$1 trillion</b> worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. </p><p>Additionally, it is not in the U.S.&#39;s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.&#39;s trade deficit with China was more than $350 billion. At the current pace, this year&#39;s trade deficit with China should be about $400 billion. China is one of the U.S.&#39;s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.</p><p><b>Bottom Line: Where Alibaba Could Be In Several Years</b></p><p>Let&#39;s put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba&#39;s stock move a lot higher.</p><p><b>Here&#39;s where I see shares heading in the long run:</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93f94b0df9cc6e7a739bd7aeef4772c4\" tg-width=\"918\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Source: The Financial Prophet</span></p><p>Provided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts&#39; higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba&#39;s P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach <b>$500</b> by 2030 or sooner.</p><p><b>Risks For Alibaba</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</p><p><i>This article was written by Victor Dergunov</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>Alibaba: Buy For The Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Buy For The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261659155","content_text":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants'.The delisting concerns appear exaggerated, and Alibaba's earnings forecasts could be at rock a bottom here.As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.Robert WayFinding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba's stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company's stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.The Value Is There, And It's RemarkableAlibaba's ecosystem brought in a staggering $1.2 trillion gross merchandise value (\"GMV\") in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (\"AACs\") in fiscal 2021.Alibaba GMV (alibabagroup.com )In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba's platforms vs. Amazon's.Alibaba GMV - Billions of Yuan (fiscal)BABA GMV (Statista.com)We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba's operations and revenues grow, it should become increasingly more profitable in the coming years.Valuation - Alibaba Vs. AmazonWe discussed that Alibaba's GMV essentially doubled Amazon's in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon's market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba's GMV was double Amazon's, but Amazon's market cap is nearly six times higher than Alibaba's. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.EPS EstimatesEPS Estimates (SeekingAlpha.com )We see that Alibaba is in a transitory phase of EPS decline. This year's EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba's share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year's consensus EPS estimates. However, we should see growth, and the company's substantial EPS potential makes this stock very cheap.Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba's current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.Growth Will ReturnRevenue EstimatesRevenue estimates (SeekingAlpha.com )Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba's potential. I suspect Alibaba's sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.The Downside Is LimitedThe downside is probably quite limited now because of the negativity that's been priced into Alibaba over the last two years. We've seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China's economy, geopolitical pressures, and more. Alibaba's market cap has dwindled from nearly $1 trillion to only $237 billion. The company's P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba's stock get delisted?The Probability Of Delisting Appears LowInvesting is a risk, in any case. We don't know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?Chinese Stocks: Out Of Favor - For NowWe've seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC's HFCAA means that if the Chinese government does not permit American regulators to inspect the company's books within three years, its stock could be delisted from U.S. exchanges. It's fair to mention that essentially all Chinese companies are on the SEC's HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.The debate over Chinese auditing firms has gone on for a long time. However, if more than $1 trillion worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. Additionally, it is not in the U.S.'s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.'s trade deficit with China was more than $350 billion. At the current pace, this year's trade deficit with China should be about $400 billion. China is one of the U.S.'s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.Bottom Line: Where Alibaba Could Be In Several YearsLet's put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba's stock move a lot higher.Here's where I see shares heading in the long run:Source: The Financial ProphetProvided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts' higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba's P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach $500 by 2030 or sooner.Risks For AlibabaWhile I'm bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.This article was written by Victor Dergunov","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904944677,"gmtCreate":1659997195101,"gmtModify":1703476619192,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Great info&nbsp;","listText":"Great info&nbsp;","text":"Great info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904944677","repostId":"2257461114","repostType":2,"repost":{"id":"2257461114","kind":"news","pubTimestamp":1659943920,"share":"https://ttm.financial/m/news/2257461114?lang=&edition=fundamental","pubTime":"2022-08-08 15:32","market":"hk","language":"zh","title":"又见大手笔增持！年内14股被增持超10亿 通威股份、中国平安居前","url":"https://stock-news.laohu8.com/highlight/detail?id=2257461114","media":"东方财富研究中心","summary":"经过上述增持，截至2022年8月4日，江苏交控及其全资子公司云杉资本合计持有公司股份比例为11.03%。从该行披露的2022年一季报，江苏交控是其第四大股东。上文提及的南京银行居第三位，年内重要股东净增持37.77亿元。重要股东净减持前20相反，年内有56只个股被净减持超过10亿元，盐湖股份被净减持最多，达92.51亿元。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20220808154740847v197r1it1sk9zun\"/><p>上周五盘后，<a href=\"https://laohu8.com/S/601009\">南京银行</a>发布公告称收到持股比例5%以上大股东江苏交通控股有限公司(下称“江苏交控”)相关告知函，江苏交控全资子公司江苏云杉资本管理有限公司(以下简称“云杉资本”)于2022年7月14日至2022年8月4日期间增持该行约1.36亿股股份，占<span>总股本</span>比例1.32%。经过上述增持，截至2022年8月4日，江苏交控及其全资子公司云杉资本合计持有公司股份比例为11.03%。</p><p>从该行披露的2022年一季报，江苏交控是其第四大股东。今年以来，南京银行已获得<a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>(第一大股东)、紫金集团(第二大股东)、<a href=\"https://laohu8.com/S/600064\">南京高科</a>(第三大股东)等大股东的增持。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220808154741624v197kdu8vcssif8\"/><p>受此影响，今天早盘南京银行<span>高开高走</span>，一度涨近3%，此后稍有回落，至收盘上涨2.12%，最新市值1090亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220808154747679v1970pbdv8pono7\"/><p><strong>重要股东净增持前20</strong></p><p><a href=\"https://laohu8.com/S/300059\">东方财富</a>Choice数据显示，全部A股来看，虽说年内行情不是太好，但仍有14只个股在年内被重要股东(董监高及持股5%以上股东)净增持超过10亿元(按公告日统计)。</p><p><a href=\"https://laohu8.com/S/600438\">通威股份</a>为年内重要股东净增持最多个股，金额达63.82亿元。<a href=\"https://laohu8.com/S/601318\">中国平安</a>紧随其后，年内被重要股东净增持50.37亿元。上文提及的南京银行居第三位，年内重要股东净增持37.77亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220808154751192v197f79tgkid8bh\"/><p><strong>重要股东净减持前20</strong></p><p>相反，年内有56只个股被净减持超过10亿元，<a href=\"https://laohu8.com/S/000792\">盐湖股份</a>被净减持最多，达92.51亿元。万华化学紧随其后，年内重要股东净减持54.37亿元。中金公司居第三位，年内重要股东净减持40.38亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220808154800906v1971oqd3edo6x0\"/><p>（文章来源：东方财富研究中心）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n又见大手笔增持！年内14股被增持超10亿 通威股份、中国平安居前\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 15:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208081548028213724c&s=b><strong>东方财富研究中心</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周五盘后，南京银行发布公告称收到持股比例5%以上大股东江苏交通控股有限公司(下称“江苏交控”)相关告知函，江苏交控全资子公司江苏云杉资本管理有限公司(以下简称“云杉资本”)于2022年7月14日至2022年8月4日期间增持该行约1.36亿股股份，占总股本比例1.32%。经过上述增持，截至2022年8月4日，江苏交控及其全资子公司云杉资本合计持有公司股份比例为11.03%。从该行披露的2022年一...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208081548028213724c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02318":"中国平安"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208081548028213724c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2257461114","content_text":"上周五盘后，南京银行发布公告称收到持股比例5%以上大股东江苏交通控股有限公司(下称“江苏交控”)相关告知函，江苏交控全资子公司江苏云杉资本管理有限公司(以下简称“云杉资本”)于2022年7月14日至2022年8月4日期间增持该行约1.36亿股股份，占总股本比例1.32%。经过上述增持，截至2022年8月4日，江苏交控及其全资子公司云杉资本合计持有公司股份比例为11.03%。从该行披露的2022年一季报，江苏交控是其第四大股东。今年以来，南京银行已获得法国巴黎银行(第一大股东)、紫金集团(第二大股东)、南京高科(第三大股东)等大股东的增持。受此影响，今天早盘南京银行高开高走，一度涨近3%，此后稍有回落，至收盘上涨2.12%，最新市值1090亿元。重要股东净增持前20东方财富Choice数据显示，全部A股来看，虽说年内行情不是太好，但仍有14只个股在年内被重要股东(董监高及持股5%以上股东)净增持超过10亿元(按公告日统计)。通威股份为年内重要股东净增持最多个股，金额达63.82亿元。中国平安紧随其后，年内被重要股东净增持50.37亿元。上文提及的南京银行居第三位，年内重要股东净增持37.77亿元。重要股东净减持前20相反，年内有56只个股被净减持超过10亿元，盐湖股份被净减持最多，达92.51亿元。万华化学紧随其后，年内重要股东净减持54.37亿元。中金公司居第三位，年内重要股东净减持40.38亿元。（文章来源：东方财富研究中心）","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901873659,"gmtCreate":1659171690871,"gmtModify":1676536268642,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Great Insight","listText":"Great Insight","text":"Great Insight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901873659","repostId":"2255055705","repostType":2,"repost":{"id":"2255055705","kind":"highlight","pubTimestamp":1659146457,"share":"https://ttm.financial/m/news/2255055705?lang=&edition=fundamental","pubTime":"2022-07-30 10:00","market":"us","language":"en","title":"3 No-Brainer Stocks I'd Buy Right Now Without Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2255055705","media":"Motley Fool","summary":"Buying shares of growing companies during a market downturn should lead to great rewards down the road.","content":"<html><head></head><body><p></p><p>The stock market just completed its worst first half in 50 years -- but as bad as that seems, it&#39;s good news if you have at least 10 years until retirement. Many high-quality companies have stocks being traded at steep discounts compared to what they&#39;re worth.</p><p>If it were my money, I would be looking at companies that are still posting solid growth in revenue. That&#39;s a surefire signal that those companies are continuing to build intrinsic value for investors, even if it&#39;s not immediately reflected by the market.</p><p>Here&#39;s why I think <b>Activision Blizzard</b>, <b>Adobe</b>, and <b>Salesforce</b> are terrific investments.</p><h2>1. Activision Blizzard</h2><p>Activision is one of the largest video game makers in the world, with $8.3 billion in revenue. The company&#39;s games include <i>World of Warcraft</i>, <i>Call of Duty</i>, <i>Overwatch</i>, and the mobile game <i>Candy Crush</i>, among many others. Across all titles, Activision had 372 million monthly active users in the first quarter.</p><p>Activision is arguably one of the best stocks to own across the entire market. The reason is that the shares currently trade at $79.79 -- a steep discount to the $95 per share price <b>Microsoft</b> is paying to buy the whole company in an all-cash deal worth $68 billion.</p><p>Initially, investors were skeptical that the Federal Trade Commission (FTC), which has shown greater efforts to keep a tight leash on big tech, would approve the deal. That explains the discount between Activision&#39;s trading price and the buyout offer, but it&#39;s increasingly likely the FTC will give the green light.</p><p>Recently, an analyst with MoffettNathanson upgraded Activision stock to a buy. Even Warren Buffett&#39;s <b>Berkshire Hathaway</b> has built a $5 billion position in the game maker, a strong vote of confidence that Microsoft&#39;s $68 billion offer won&#39;t be denied.</p><p>The acquisition is expected to be completed during Microsoft&#39;s fiscal 2023, which ends in June. When it closes, Activision shareholders will receive $95 per share, representing a return of 18% over the current share price.</p><p>If anything, Activision stock is a good choice to hedge against a further decline in the markets.</p><h2>2. Adobe</h2><p>Adobe is famous for bringing the PDF file format into the mainstream and is one of the largest software companies in the world. It provides productivity and creative software for students, graphics designers, video editors, and others.</p><p>Adobe has delivered very consistent growth for years. It has doubled revenue over the last five years to $16 billion. Despite the weakening economy in the first quarter, Adobe delivered solid revenue growth of 14% year over year. Management reported strong performance in core products, with growing momentum in new product categories.</p><p>Investors should invest in Adobe because of the long-term societal trends working in its favor. The growth of social media, especially the growing popularity of video platforms like <b>Alphabet</b>&#39;s YouTube, is giving rise to the creator economy. There are an estimated 50 million people in the world that consider themselves content creators, with more than 2 million making content professionally.</p><p>The growth of digital media is a massive opportunity for Adobe and is the key reason why the company continues to post more growth.</p><p>A consistent, high-growth business ultimately deserves a premium valuation, so Adobe stock is not cheap. It trades at a price-to-earnings ratio of 36, but with shares down 30% year-to-date, this is a quality stock worth buying on the dip.</p><h2>3. Salesforce</h2><p>Salesforce is another top software-as-a-service stock worth making a core holding in any investor&#39;s portfolio. In the first quarter, Salesforce posted revenue growth of 24% year over year, which is consistent with its operating history. Over the last year, the company generated $5.7 billion in free cash flow on $28 billion in revenue.</p><p>Salesforce is the No.1 customer relationship management (CRM) provider. Companies use the company&#39;s software to manage sales, marketing, e-commerce, and communication across their workforce. Companies love it because it&#39;s cloud-based and sold as a subscription, so there are no installation requirements or difficulty in getting up and running.</p><p>The stock has delivered multi-bagger returns to shareholders over the last 20 years. It has led the CRM market for nine consecutive years and is still gaining market share, according to the International Data Corp.</p><p>The stock has always looked expensive, but the market dip is handing investors a great opportunity to add this top performer to their nest eggs. The stock has historically traded close to 10 times trailing sales but now trades at a price-to-sales ratio of just 6.2.</p><p>The first-quarter update shows the business still growing and building a lead on the competition. Don&#39;t let the market downturn discourage you from starting a position in this quality growth stock.</p><p></p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 No-Brainer Stocks I'd Buy Right Now Without Hesitation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 No-Brainer Stocks I'd Buy Right Now Without Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/29/no-brainer-stocks-buy-right-now-without-hesitation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market just completed its worst first half in 50 years -- but as bad as that seems, it's good news if you have at least 10 years until retirement. Many high-quality companies have stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/29/no-brainer-stocks-buy-right-now-without-hesitation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","CRM":"赛富时","ADBE":"Adobe"},"source_url":"https://www.fool.com/investing/2022/07/29/no-brainer-stocks-buy-right-now-without-hesitation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255055705","content_text":"The stock market just completed its worst first half in 50 years -- but as bad as that seems, it's good news if you have at least 10 years until retirement. Many high-quality companies have stocks being traded at steep discounts compared to what they're worth.If it were my money, I would be looking at companies that are still posting solid growth in revenue. That's a surefire signal that those companies are continuing to build intrinsic value for investors, even if it's not immediately reflected by the market.Here's why I think Activision Blizzard, Adobe, and Salesforce are terrific investments.1. Activision BlizzardActivision is one of the largest video game makers in the world, with $8.3 billion in revenue. The company's games include World of Warcraft, Call of Duty, Overwatch, and the mobile game Candy Crush, among many others. Across all titles, Activision had 372 million monthly active users in the first quarter.Activision is arguably one of the best stocks to own across the entire market. The reason is that the shares currently trade at $79.79 -- a steep discount to the $95 per share price Microsoft is paying to buy the whole company in an all-cash deal worth $68 billion.Initially, investors were skeptical that the Federal Trade Commission (FTC), which has shown greater efforts to keep a tight leash on big tech, would approve the deal. That explains the discount between Activision's trading price and the buyout offer, but it's increasingly likely the FTC will give the green light.Recently, an analyst with MoffettNathanson upgraded Activision stock to a buy. Even Warren Buffett's Berkshire Hathaway has built a $5 billion position in the game maker, a strong vote of confidence that Microsoft's $68 billion offer won't be denied.The acquisition is expected to be completed during Microsoft's fiscal 2023, which ends in June. When it closes, Activision shareholders will receive $95 per share, representing a return of 18% over the current share price.If anything, Activision stock is a good choice to hedge against a further decline in the markets.2. AdobeAdobe is famous for bringing the PDF file format into the mainstream and is one of the largest software companies in the world. It provides productivity and creative software for students, graphics designers, video editors, and others.Adobe has delivered very consistent growth for years. It has doubled revenue over the last five years to $16 billion. Despite the weakening economy in the first quarter, Adobe delivered solid revenue growth of 14% year over year. Management reported strong performance in core products, with growing momentum in new product categories.Investors should invest in Adobe because of the long-term societal trends working in its favor. The growth of social media, especially the growing popularity of video platforms like Alphabet's YouTube, is giving rise to the creator economy. There are an estimated 50 million people in the world that consider themselves content creators, with more than 2 million making content professionally.The growth of digital media is a massive opportunity for Adobe and is the key reason why the company continues to post more growth.A consistent, high-growth business ultimately deserves a premium valuation, so Adobe stock is not cheap. It trades at a price-to-earnings ratio of 36, but with shares down 30% year-to-date, this is a quality stock worth buying on the dip.3. SalesforceSalesforce is another top software-as-a-service stock worth making a core holding in any investor's portfolio. In the first quarter, Salesforce posted revenue growth of 24% year over year, which is consistent with its operating history. Over the last year, the company generated $5.7 billion in free cash flow on $28 billion in revenue.Salesforce is the No.1 customer relationship management (CRM) provider. Companies use the company's software to manage sales, marketing, e-commerce, and communication across their workforce. Companies love it because it's cloud-based and sold as a subscription, so there are no installation requirements or difficulty in getting up and running.The stock has delivered multi-bagger returns to shareholders over the last 20 years. It has led the CRM market for nine consecutive years and is still gaining market share, according to the International Data Corp.The stock has always looked expensive, but the market dip is handing investors a great opportunity to add this top performer to their nest eggs. The stock has historically traded close to 10 times trailing sales but now trades at a price-to-sales ratio of just 6.2.The first-quarter update shows the business still growing and building a lead on the competition. Don't let the market downturn discourage you from starting a position in this quality growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079745994,"gmtCreate":1657244376718,"gmtModify":1676535978144,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079745994","repostId":"2247900732","repostType":2,"repost":{"id":"2247900732","kind":"news","pubTimestamp":1656578401,"share":"https://ttm.financial/m/news/2247900732?lang=&edition=fundamental","pubTime":"2022-06-30 16:40","market":"us","language":"zh","title":"智通港股52周新高、新低统计|6月30日","url":"https://stock-news.laohu8.com/highlight/detail?id=2247900732","media":"智通财经","summary":"智通财经APP数据显示，截止6月30日收盘，有22只股票创52周新高，其中杭品生活科技、上海小南国、世纪睿科创高率位于前3位，分别为242.11%、11.25%、10.38%。另外有43只股票创52周新低，其中商汤－Ｗ、龙资源、宏基资本创低率位于前三位，分别为-25.38%、-18.18%、-15.79%。","content":"<html><body><p>智通财经APP数据显示，截止6月30日收盘，有22只股票创52周新高，其中<a href=\"https://laohu8.com/S/01682\">杭品生活科技</a>(01682)、<a href=\"https://laohu8.com/S/03666\">上海小南国</a>(03666)、<a href=\"https://laohu8.com/S/01450\">世纪睿科</a>(01450)创高率位于前3位，分别为242.11%、11.25%、10.38%。另外有43只股票创52周新低，其中商汤－Ｗ(00020)、<a href=\"https://laohu8.com/S/01712\">龙资源</a>(01712)、<a href=\"https://laohu8.com/S/02288\">宏基资本</a>(02288)创低率位于前三位，分别为-25.38%、-18.18%、-15.79%。</p><p>52周新高排行</p> <table cellspacing=\"1\"> <tr> <th width=\"25%\">股票名称</th> <th width=\"25%\">收盘价</th> <th width=\"25%\">最高价</th> <th width=\"25%\">创高率</th> </tr> <tr><td width=\"25%\">杭品生活科技(01682)</td><td width=\"25%\">0.157</td><td width=\"25%\">1.300</td><td width=\"25%\">242.11%</td></tr><tr><td width=\"25%\">上海小南国(03666)</td><td width=\"25%\">0.082</td><td width=\"25%\">0.089</td><td width=\"25%\">11.25%</td></tr><tr><td width=\"25%\">世纪睿科(01450)</td><td width=\"25%\">4.300</td><td width=\"25%\">4.360</td><td width=\"25%\">10.38%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/08360\">利骏集团香港</a>(08360)</td><td width=\"25%\">0.930</td><td width=\"25%\">0.940</td><td width=\"25%\">9.30%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/09878\">汇通达网络</a>(09878)</td><td width=\"25%\">60.350</td><td width=\"25%\">63.000</td><td width=\"25%\">7.97%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00367\">庄士机构国际</a>(00367)</td><td width=\"25%\">1.020</td><td width=\"25%\">1.040</td><td width=\"25%\">7.77%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/08112\">基石金融</a>(08112)</td><td width=\"25%\">0.710</td><td width=\"25%\">0.720</td><td width=\"25%\">6.82%</td></tr><tr><td width=\"25%\">亿都（国际控股）(00259)</td><td width=\"25%\">3.300</td><td width=\"25%\">3.450</td><td width=\"25%\">4.86%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/03838\">中国淀粉</a>(03838)</td><td width=\"25%\">0.310</td><td width=\"25%\">0.325</td><td width=\"25%\">4.84%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00875\">中国金控</a>(00875)</td><td width=\"25%\">10.120</td><td width=\"25%\">10.440</td><td width=\"25%\">4.40%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/601111\">中国国航</a>(00753)</td><td width=\"25%\">6.820</td><td width=\"25%\">7.150</td><td width=\"25%\">2.58%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00039\">中国北大荒</a>(00039)</td><td width=\"25%\">0.100</td><td width=\"25%\">0.120</td><td width=\"25%\">1.69%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00168\">青岛啤酒股份</a>(00168)</td><td width=\"25%\">81.600</td><td width=\"25%\">83.800</td><td width=\"25%\">1.39%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/02289\">创美药业</a>(02289)</td><td width=\"25%\">8.200</td><td width=\"25%\">8.200</td><td width=\"25%\">1.23%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/01082\">香港教育国际</a>(01082)</td><td width=\"25%\">1.760</td><td width=\"25%\">1.770</td><td width=\"25%\">1.14%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00123\">越秀地产</a>(00123)</td><td width=\"25%\">10.060</td><td width=\"25%\">10.200</td><td width=\"25%\">0.99%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/01702\">东光化工</a>(01702)</td><td width=\"25%\">2.540</td><td width=\"25%\">2.500</td><td width=\"25%\">0.81%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/08342\">飞思达科技</a>(01782)</td><td width=\"25%\">1.520</td><td width=\"25%\">1.560</td><td width=\"25%\">0.65%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00293\">国泰航空</a>(00293)</td><td width=\"25%\">8.590</td><td width=\"25%\">8.740</td><td width=\"25%\">0.58%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/03900\">绿城中国</a>(03900)</td><td width=\"25%\">16.260</td><td width=\"25%\">16.500</td><td width=\"25%\">0.22%</td></tr><tr><td width=\"25%\">Ａ工银中金美－Ｕ(09011)</td><td width=\"25%\">1,033.750</td><td width=\"25%\">1,033.750</td><td width=\"25%\">0.10%</td></tr><tr><td width=\"25%\">Ａ工银中金美(03011)</td><td width=\"25%\">8,107.400</td><td width=\"25%\">8,107.400</td><td width=\"25%\">0.05%</td></tr> </table> <div></div><p>52周新低排行</p> <table cellspacing=\"1\"> <tr> <th width=\"25%\">股票名称</th> <th width=\"25%\">收盘价</th> <th width=\"25%\">最低价</th> <th width=\"25%\">创低率</th> </tr> <tr><td width=\"25%\">商汤－Ｗ(00020)</td><td width=\"25%\">3.130</td><td width=\"25%\">2.910</td><td width=\"25%\">-25.38%</td></tr><tr><td width=\"25%\">龙资源(01712)</td><td width=\"25%\">0.960</td><td width=\"25%\">0.900</td><td width=\"25%\">-18.18%</td></tr><tr><td width=\"25%\">宏基资本(02288)</td><td width=\"25%\">0.510</td><td width=\"25%\">0.400</td><td width=\"25%\">-15.79%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/08006\">华泰瑞银</a>(08579)</td><td width=\"25%\">0.225</td><td width=\"25%\">0.211</td><td width=\"25%\">-12.08%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00599\">怡邦行控股</a>(00599)</td><td width=\"25%\">0.355</td><td width=\"25%\">0.300</td><td width=\"25%\">-11.76%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/01238\">宝龙地产</a>(01238)</td><td width=\"25%\">1.310</td><td width=\"25%\">1.280</td><td width=\"25%\">-11.72%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/01566\">华夏文化科技</a>(01566)</td><td width=\"25%\">0.083</td><td width=\"25%\">0.080</td><td width=\"25%\">-11.11%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/08096\">赏之味</a>(08096)</td><td width=\"25%\">0.049</td><td width=\"25%\">0.041</td><td width=\"25%\">-10.87%</td></tr><tr><td width=\"25%\">VICON HOLDINGS(03878)</td><td width=\"25%\">0.231</td><td width=\"25%\">0.223</td><td width=\"25%\">-10.80%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/08062\">俊盟国际</a>(08062)</td><td width=\"25%\">0.229</td><td width=\"25%\">0.185</td><td width=\"25%\">-10.63%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/02246\">快狗打车</a>(02246)</td><td width=\"25%\">12.400</td><td width=\"25%\">11.980</td><td width=\"25%\">-8.27%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/03830\">童园国际</a>(03830)</td><td width=\"25%\">0.101</td><td width=\"25%\">0.093</td><td width=\"25%\">-7.92%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00468\">纷美包装</a>(00468)</td><td width=\"25%\">1.570</td><td width=\"25%\">1.530</td><td width=\"25%\">-7.83%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00197\">亨泰</a>(00197)</td><td width=\"25%\">0.075</td><td width=\"25%\">0.071</td><td width=\"25%\">-7.79%</td></tr><tr><td width=\"25%\">加科思－Ｂ(01167)</td><td width=\"25%\">6.100</td><td width=\"25%\">5.840</td><td width=\"25%\">-6.71%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00926\">碧生源</a>(00926)</td><td width=\"25%\">2.380</td><td width=\"25%\">2.300</td><td width=\"25%\">-5.74%</td></tr><tr><td width=\"25%\">ＦＬ二富邦台湾(07232)</td><td width=\"25%\">6.500</td><td width=\"25%\">6.485</td><td width=\"25%\">-5.67%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/02772\">中梁控股</a>(02772)</td><td width=\"25%\">1.320</td><td width=\"25%\">1.300</td><td width=\"25%\">-4.41%</td></tr><tr><td width=\"25%\">ＴＲ台湾(03036)</td><td width=\"25%\">354.900</td><td width=\"25%\">354.900</td><td width=\"25%\">-4.26%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/01387\">中国地利</a>(01387)</td><td width=\"25%\">1.470</td><td width=\"25%\">1.460</td><td width=\"25%\">-3.95%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/02262\">梁志天设计集团</a>(02262)</td><td width=\"25%\">0.510</td><td width=\"25%\">0.510</td><td width=\"25%\">-3.77%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/01746\">万顺集团控股</a>(01746)</td><td width=\"25%\">0.290</td><td width=\"25%\">0.290</td><td width=\"25%\">-3.33%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/03076\">富邦台湾半导体</a>(03076)</td><td width=\"25%\">4.766</td><td width=\"25%\">4.766</td><td width=\"25%\">-3.13%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/01761\">宝宝树集团</a>(01761)</td><td width=\"25%\">0.495</td><td width=\"25%\">0.495</td><td width=\"25%\">-2.94%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/03332\">中生联合</a>(03332)</td><td width=\"25%\">0.124</td><td width=\"25%\">0.100</td><td width=\"25%\">-2.91%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/08038\">金力集团</a>(03919)</td><td width=\"25%\">0.177</td><td width=\"25%\">0.175</td><td width=\"25%\">-2.78%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/02309\">伯明翰体育</a>(02309)</td><td width=\"25%\">0.075</td><td width=\"25%\">0.070</td><td width=\"25%\">-2.78%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/03021\">富邦富时台湾</a>(03021)</td><td width=\"25%\">5.875</td><td width=\"25%\">5.935</td><td width=\"25%\">-2.70%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00606\">中骏商管</a>(00606)</td><td width=\"25%\">1.610</td><td width=\"25%\">1.560</td><td width=\"25%\">-2.50%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/03132\">三星环球半导体</a>(03132)</td><td width=\"25%\">10.490</td><td width=\"25%\">10.450</td><td width=\"25%\">-2.43%</td></tr><tr><td width=\"25%\">安硕ＭＳ台湾(03074)</td><td width=\"25%\">157.400</td><td width=\"25%\">156.900</td><td width=\"25%\">-2.43%</td></tr><tr><td width=\"25%\">Ａ日兴电游－Ｕ(09091)</td><td width=\"25%\">9.575</td><td width=\"25%\">9.575</td><td width=\"25%\">-2.00%</td></tr><tr><td width=\"25%\">安硕ＭＳ台湾－Ｕ(09074)</td><td width=\"25%\">20.140</td><td width=\"25%\">20.280</td><td width=\"25%\">-1.93%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/02030\">卡宾</a>(02030)</td><td width=\"25%\">1.790</td><td width=\"25%\">1.790</td><td width=\"25%\">-1.65%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/01470\">富一国际控股</a>(01470)</td><td width=\"25%\">0.075</td><td width=\"25%\">0.074</td><td width=\"25%\">-1.33%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00815\">中国白银集团</a>(00815)</td><td width=\"25%\">0.445</td><td width=\"25%\">0.445</td><td width=\"25%\">-1.11%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00164\">中国宝力科技</a>(00164)</td><td width=\"25%\">0.250</td><td width=\"25%\">0.242</td><td width=\"25%\">-0.82%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/01382\">互太纺织</a>(01382)</td><td width=\"25%\">3.140</td><td width=\"25%\">3.140</td><td width=\"25%\">-0.63%</td></tr><tr><td width=\"25%\">Ａ<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>区块链(03171)</td><td width=\"25%\">15.050</td><td width=\"25%\">14.990</td><td width=\"25%\">-0.60%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00898\">万事昌国际</a>(00898)</td><td width=\"25%\">0.960</td><td width=\"25%\">0.920</td><td width=\"25%\">-0.54%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00184\">激成投资</a>(00184)</td><td width=\"25%\">2.460</td><td width=\"25%\">2.400</td><td width=\"25%\">-0.41%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/00002\">中电控股</a>(00002)</td><td width=\"25%\">65.100</td><td width=\"25%\">64.800</td><td width=\"25%\">-0.15%</td></tr><tr><td width=\"25%\"><a href=\"https://laohu8.com/S/04246\">政府债券二四零六</a>(04246)</td><td width=\"25%\">97.650</td><td width=\"25%\">97.500</td><td width=\"25%\">-0.05%</td></tr> </table> <div></div></body></html>","source":"stock_zhitongcaijing","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>智通港股52周新高、新低统计|6月30日</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\n智通港股52周新高、新低统计|6月30日\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 16:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/747553.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP数据显示，截止6月30日收盘，有22只股票创52周新高，其中杭品生活科技(01682)、上海小南国(03666)、世纪睿科(01450)创高率位于前3位，分别为242.11%、11.25%、10.38%。另外有43只股票创52周新低，其中商汤－Ｗ(00020)、龙资源(01712)、宏基资本(02288)创低率位于前三位，分别为-25.38%、-18.18%、-15.79%。52周...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/747553.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03076":"富邦台湾半导体","BK1123":"航空公司","02772":"中梁控股","08096":"赏之味","BK1213":"消闲用品","BK1511":"疑似财技股","00020":"商汤-W","02030":"卡宾","03900":"绿城中国","BK1148":"建筑与工程","BK1116":"电气部件与设备","00168":"青岛啤酒股份","BK1212":"农产品","BK1561":"航空股","02309":"大象未来集团","00367":"庄士机构国际","BK1527":"公用股","BK1130":"出版","00164":"中国宝力科技","02262":"梁志天设计集团","BK1505":"一带一路","09878":"汇通达网络","02288":"宏基资本","BK1164":"酒店、度假村与豪华游轮","00753":"中国国航","BK1587":"次新股","02289":"创美药业","01746":"万顺集团控股","08579":"靛蓝星(旧)","08112":"基石金融","BK1229":"房地产经营公司","BK1555":"内房股","00926":"碧生源","00468":"纷美包装","01761":"宝宝树集团","BK1578":"个体经济","BK1234":"白银","BK1160":"纺织品","03830":"童园国际","BK1577":"香港本地消费股","01712":"龙资源"},"source_url":"http://www.zhitongcaijing.com/content/detail/747553.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247900732","content_text":"智通财经APP数据显示，截止6月30日收盘，有22只股票创52周新高，其中杭品生活科技(01682)、上海小南国(03666)、世纪睿科(01450)创高率位于前3位，分别为242.11%、11.25%、10.38%。另外有43只股票创52周新低，其中商汤－Ｗ(00020)、龙资源(01712)、宏基资本(02288)创低率位于前三位，分别为-25.38%、-18.18%、-15.79%。52周新高排行   股票名称 收盘价 最高价 创高率  杭品生活科技(01682)0.1571.300242.11%上海小南国(03666)0.0820.08911.25%世纪睿科(01450)4.3004.36010.38%利骏集团香港(08360)0.9300.9409.30%汇通达网络(09878)60.35063.0007.97%庄士机构国际(00367)1.0201.0407.77%基石金融(08112)0.7100.7206.82%亿都（国际控股）(00259)3.3003.4504.86%中国淀粉(03838)0.3100.3254.84%中国金控(00875)10.12010.4404.40%中国国航(00753)6.8207.1502.58%中国北大荒(00039)0.1000.1201.69%青岛啤酒股份(00168)81.60083.8001.39%创美药业(02289)8.2008.2001.23%香港教育国际(01082)1.7601.7701.14%越秀地产(00123)10.06010.2000.99%东光化工(01702)2.5402.5000.81%飞思达科技(01782)1.5201.5600.65%国泰航空(00293)8.5908.7400.58%绿城中国(03900)16.26016.5000.22%Ａ工银中金美－Ｕ(09011)1,033.7501,033.7500.10%Ａ工银中金美(03011)8,107.4008,107.4000.05%  52周新低排行   股票名称 收盘价 最低价 创低率  商汤－Ｗ(00020)3.1302.910-25.38%龙资源(01712)0.9600.900-18.18%宏基资本(02288)0.5100.400-15.79%华泰瑞银(08579)0.2250.211-12.08%怡邦行控股(00599)0.3550.300-11.76%宝龙地产(01238)1.3101.280-11.72%华夏文化科技(01566)0.0830.080-11.11%赏之味(08096)0.0490.041-10.87%VICON HOLDINGS(03878)0.2310.223-10.80%俊盟国际(08062)0.2290.185-10.63%快狗打车(02246)12.40011.980-8.27%童园国际(03830)0.1010.093-7.92%纷美包装(00468)1.5701.530-7.83%亨泰(00197)0.0750.071-7.79%加科思－Ｂ(01167)6.1005.840-6.71%碧生源(00926)2.3802.300-5.74%ＦＬ二富邦台湾(07232)6.5006.485-5.67%中梁控股(02772)1.3201.300-4.41%ＴＲ台湾(03036)354.900354.900-4.26%中国地利(01387)1.4701.460-3.95%梁志天设计集团(02262)0.5100.510-3.77%万顺集团控股(01746)0.2900.290-3.33%富邦台湾半导体(03076)4.7664.766-3.13%宝宝树集团(01761)0.4950.495-2.94%中生联合(03332)0.1240.100-2.91%金力集团(03919)0.1770.175-2.78%伯明翰体育(02309)0.0750.070-2.78%富邦富时台湾(03021)5.8755.935-2.70%中骏商管(00606)1.6101.560-2.50%三星环球半导体(03132)10.49010.450-2.43%安硕ＭＳ台湾(03074)157.400156.900-2.43%Ａ日兴电游－Ｕ(09091)9.5759.575-2.00%安硕ＭＳ台湾－Ｕ(09074)20.14020.280-1.93%卡宾(02030)1.7901.790-1.65%富一国际控股(01470)0.0750.074-1.33%中国白银集团(00815)0.4450.445-1.11%中国宝力科技(00164)0.2500.242-0.82%互太纺织(01382)3.1403.140-0.63%Ａ三星区块链(03171)15.05014.990-0.60%万事昌国际(00898)0.9600.920-0.54%激成投资(00184)2.4602.400-0.41%中电控股(00002)65.10064.800-0.15%政府债券二四零六(04246)97.65097.500-0.05%","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079742887,"gmtCreate":1657244346049,"gmtModify":1676535978123,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"too bad. look like somebody see that the coy is undervalued.&nbsp;","listText":"too bad. look like somebody see that the coy is undervalued.&nbsp;","text":"too bad. look like somebody see that the coy is undervalued.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079742887","repostId":"2245028857","repostType":2,"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079167056,"gmtCreate":1657159386275,"gmtModify":1676535961591,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Good insight abt metaverse","listText":"Good insight abt metaverse","text":"Good insight abt metaverse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079167056","repostId":"2249475295","repostType":2,"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052638201,"gmtCreate":1655166834803,"gmtModify":1676535573405,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"like that they picked Adobe.&nbsp;","listText":"like that they picked Adobe.&nbsp;","text":"like that they picked Adobe.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052638201","repostId":"2243698500","repostType":2,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056890907,"gmtCreate":1654993724709,"gmtModify":1676535542688,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Good stick to hedge inflation","listText":"Good stick to hedge inflation","text":"Good stick to hedge inflation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056890907","repostId":"2242335256","repostType":2,"repost":{"id":"2242335256","kind":"news","pubTimestamp":1654782090,"share":"https://ttm.financial/m/news/2242335256?lang=&edition=fundamental","pubTime":"2022-06-09 21:41","market":"us","language":"zh","title":"欧特克跌1.83% 股价跌破200美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2242335256","media":"自选股智能写手","summary":"北京时间2022年06月09日21时41分，欧特克股票出现异动，股价大幅跳水1.83%。截至发稿，该股报200.00美元/股，成交量4.7139万股，换手率0.02%，振幅1.52%。最近的财报数据显示，该股实现营业收入11.64亿美元，净利润1.46亿美元，每股收益0.67美元，毛利10.37亿美元，市盈率90.60倍。欧特克股票所在的软件服务行业中，整体跌幅为0.87%。该公司在180个国家拥有超过400万付费用户。","content":"<html><body><article><p>北京时间2022年06月09日21时41分，<a href=\"https://laohu8.com/S/ADSK\">欧特克</a>（ADSK.us）股票出现异动，股价大幅跳水1.83%。截至发稿，该股报200.00美元/股，成交量4.7139万股，<span>换手率</span>0.02%，振幅1.52%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>11.64亿美元，<span>净利润</span>1.46亿美元，<span>每股收益</span>0.67美元，<span>毛利</span>10.37亿美元，市盈率90.60倍。</p><p>机构评级方面，在所有21家参与评级的机构中，71%的券商给予买入建议，24%的券商给予持有建议，5%的券商给予卖出建议。</p><p>欧特克股票所在的软件服务行业中，整体跌幅为0.87%。其相关个股中，<a href=\"https://laohu8.com/S/SWVL\">Swvl Holdings</a> Corp C/Wts 31/03/2027 (To Pur Com)、Wejo Group Ltd C/Wts 18/11/2026 (To Pur Com)、Couchbase Inc涨幅较大，<a href=\"https://laohu8.com/S/CYRN\">Cyren Ltd</a>、Heartcore Enterprises Inc、Seachange International Inc较为活跃，换手率分别为11.83%、7.48%、7.14%，振幅较大的相关个股有Swvl Holdings Corp C/Wts 31/03/2027 (To Pur Com)、<a href=\"https://laohu8.com/S/CETXW\">Cemtrex Inc</a> Pref Ser 1、Seachange International Inc，振幅分别为99.57%、14.89%、12.03%。</p><p>欧特克公司简介：欧特克软件有限公司成立于1982年，是一家应用软件公司，为建筑、工程和建筑、产品设计和制造、媒体和娱乐等行业提供服务。Autodesk软件支持这些行业的设计、建模和渲染需求。该公司在180个国家拥有超过400万付费用户。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</p></article></body></html>","source":"tencent","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>欧特克跌1.83% 股价跌破200美元大关</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\">\n欧特克跌1.83% 股价跌破200美元大关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 21:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220609214131828a34c7&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2022年06月09日21时41分，欧特克（ADSK.us）股票出现异动，股价大幅跳水1.83%。截至发稿，该股报200.00美元/股，成交量4.7139万股，换手率0.02%，振幅1.52%。最近的财报数据显示，该股实现营业收入11.64亿美元，净利润1.46亿美元，每股收益0.67美元，毛利10.37亿美元，市盈率90.60倍。机构评级方面，在所有21家参与评级的机构中，71%的券商...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220609214131828a34c7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4566":"资本集团","ADSK":"欧特克","BK4534":"瑞士信贷持仓","BK4528":"SaaS概念","BK4023":"应用软件"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20220609214131828a34c7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2242335256","content_text":"北京时间2022年06月09日21时41分，欧特克（ADSK.us）股票出现异动，股价大幅跳水1.83%。截至发稿，该股报200.00美元/股，成交量4.7139万股，换手率0.02%，振幅1.52%。最近的财报数据显示，该股实现营业收入11.64亿美元，净利润1.46亿美元，每股收益0.67美元，毛利10.37亿美元，市盈率90.60倍。机构评级方面，在所有21家参与评级的机构中，71%的券商给予买入建议，24%的券商给予持有建议，5%的券商给予卖出建议。欧特克股票所在的软件服务行业中，整体跌幅为0.87%。其相关个股中，Swvl Holdings Corp C/Wts 31/03/2027 (To Pur Com)、Wejo Group Ltd C/Wts 18/11/2026 (To Pur Com)、Couchbase Inc涨幅较大，Cyren Ltd、Heartcore Enterprises Inc、Seachange International Inc较为活跃，换手率分别为11.83%、7.48%、7.14%，振幅较大的相关个股有Swvl Holdings Corp C/Wts 31/03/2027 (To Pur Com)、Cemtrex Inc Pref Ser 1、Seachange International Inc，振幅分别为99.57%、14.89%、12.03%。欧特克公司简介：欧特克软件有限公司成立于1982年，是一家应用软件公司，为建筑、工程和建筑、产品设计和制造、媒体和娱乐等行业提供服务。Autodesk软件支持这些行业的设计、建模和渲染需求。该公司在180个国家拥有超过400万付费用户。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059305770,"gmtCreate":1654300917290,"gmtModify":1676535426485,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"way to go is UP.&nbsp;","listText":"way to go is UP.&nbsp;","text":"way to go is UP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059305770","repostId":"2240027317","repostType":2,"repost":{"id":"2240027317","kind":"highlight","pubTimestamp":1654279478,"share":"https://ttm.financial/m/news/2240027317?lang=&edition=fundamental","pubTime":"2022-06-04 02:04","market":"us","language":"en","title":"StoneCo stock climbs after better-than-expected Q1 revenue, robust Q2 guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2240027317","media":"seekingalpha","summary":"nevarpp/iStock via Getty Images  StoneCo (NASDAQ:STNE) stock is rising 13% in Friday afternoon tradi","content":"<html><body><p><figure> <picture> <img height=\"931px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/611868428/image_611868428.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/611868428/image_611868428.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/611868428/image_611868428.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/611868428/image_611868428.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/611868428/image_611868428.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/611868428/image_611868428.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/611868428/image_611868428.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/611868428/image_611868428.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/611868428/image_611868428.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture> <figcaption><p>nevarpp/iStock via Getty Images</p></figcaption> </figure></p> <p><a href=\"https://laohu8.com/S/STNE\">StoneCo</a> (<span>NASDAQ:STNE</span>) stock is <span>rising 13%</span> in Friday afternoon trading after the Brazil-based fintech reported improved Q1 margins and better-than-expected revenue. </p> <p>Q1 MSMB total payment volume R$63.4B exceeded management's guidance of R$58.5B-R$60B, pointed out Evercore ISI analyst Sheriq<span> Sumar in a note to clients.</span></p> <p>Furthermore, Q2 guidance for total revenue and income at R$2.15B-R$2.20B came in 10%-14% higher than UBS's estimate, said UBS analyst Kaio Prato, who has a Neutral rating on the stock.</p> <p>Q1 pretax margins of 8% were in line with Evercore ISI's estimate but well ahead of the Street's 5% consensus said, Sumar wrote.</p> <p>The analyst, who has an In Line rating on StoneCo (STNE), is still cautious on the stock. \"While management continues to make significant strides in driving strong revenue growth and margin expansion, we still see a long way for a material rebound in profitability as headwinds from higher rates will continue to linger,\" Sumar said.</p> <p>Another factor that may be helping to bolster shares is that its the combined holdings of StoneCo's (STNE) co-founders is poised to drop to less than 50% of voting power, which the company reported on June 1. Co-founder Eduardo Pontes is leaving the board and wants to convert his interests in class B super-voting shares into class A shares directly owned by his family vehicles. That transaction is subject to approval by the Brazilian Central Bank.</p> <p>The company also announced on Thursday some new recruits to its management team. Marcus Fontoura, previously a corporate <a href=\"https://laohu8.com/S/VP..UK\">VP</a> at Microsoft, will join as chief technology officer. Osmar Castellani, formerly with Credit Suisse and Goldman Sachs, was named VP of finance of the software division; and Gregor Ilg, formerly with Santander Brasil, will join as head of credit business.</p> <p>After Thursday's market close StoneCo (STNE) Q1 results reflected margin recovery and its board approved a new incentive pool plan</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>StoneCo stock climbs after better-than-expected Q1 revenue, robust Q2 guidance</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\">\nStoneCo stock climbs after better-than-expected Q1 revenue, robust Q2 guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-04 02:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3845595-stoneco-stock-climbs-after-better-than-expected-q1-revenue-robust-q2-guidance><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>nevarpp/iStock via Getty Images  StoneCo (NASDAQ:STNE) stock is rising 13% in Friday afternoon trading after the Brazil-based fintech reported improved Q1 margins and better-than-expected revenue.  Q1...</p>\n\n<a href=\"https://seekingalpha.com/news/3845595-stoneco-stock-climbs-after-better-than-expected-q1-revenue-robust-q2-guidance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STNE":"StoneCo","QTWO":"Q2 Holdings Inc"},"source_url":"https://seekingalpha.com/news/3845595-stoneco-stock-climbs-after-better-than-expected-q1-revenue-robust-q2-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240027317","content_text":"nevarpp/iStock via Getty Images  StoneCo (NASDAQ:STNE) stock is rising 13% in Friday afternoon trading after the Brazil-based fintech reported improved Q1 margins and better-than-expected revenue.  Q1 MSMB total payment volume R$63.4B exceeded management's guidance of R$58.5B-R$60B, pointed out Evercore ISI analyst Sheriq Sumar in a note to clients. Furthermore, Q2 guidance for total revenue and income at R$2.15B-R$2.20B came in 10%-14% higher than UBS's estimate, said UBS analyst Kaio Prato, who has a Neutral rating on the stock. Q1 pretax margins of 8% were in line with Evercore ISI's estimate but well ahead of the Street's 5% consensus said, Sumar wrote. The analyst, who has an In Line rating on StoneCo (STNE), is still cautious on the stock. \"While management continues to make significant strides in driving strong revenue growth and margin expansion, we still see a long way for a material rebound in profitability as headwinds from higher rates will continue to linger,\" Sumar said. Another factor that may be helping to bolster shares is that its the combined holdings of StoneCo's (STNE) co-founders is poised to drop to less than 50% of voting power, which the company reported on June 1. Co-founder Eduardo Pontes is leaving the board and wants to convert his interests in class B super-voting shares into class A shares directly owned by his family vehicles. That transaction is subject to approval by the Brazilian Central Bank. The company also announced on Thursday some new recruits to its management team. Marcus Fontoura, previously a corporate VP at Microsoft, will join as chief technology officer. Osmar Castellani, formerly with Credit Suisse and Goldman Sachs, was named VP of finance of the software division; and Gregor Ilg, formerly with Santander Brasil, will join as head of credit business. After Thursday's market close StoneCo (STNE) Q1 results reflected margin recovery and its board approved a new incentive pool plan","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023069820,"gmtCreate":1652837477260,"gmtModify":1676535172184,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Good info","listText":"Good info","text":"Good info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023069820","repostId":"2236202208","repostType":2,"repost":{"id":"2236202208","kind":"news","pubTimestamp":1652835783,"share":"https://ttm.financial/m/news/2236202208?lang=&edition=fundamental","pubTime":"2022-05-18 09:03","market":"us","language":"zh","title":"京东2022年Q1财报：疫情之下履约周期变长，继续降本增效寻破局｜财星球","url":"https://stock-news.laohu8.com/highlight/detail?id=2236202208","media":"新浪科技","summary":"5月17日晚间，京东发布截至3月31日的2022年第一季度财报。京东集团CEO徐雷表示，不同于2019年、2020年，这次的疫情对线上、线下企业来说是一次双杀。“今年的疫情是非常极端、特殊的情况，我们会积极运用京东的专业能力和履约仓配能力，尽可能地破局。”京东自2022年2月28日起合并达达，并将达达的业绩作为一个新的独立分部。京东零售业务一季度经营利润率为3.6%，较2021Q1的4.0%略有下降。","content":"<html><body><p>\n<figure>\n<img h=\"363\" src=\"http://n.sinaimg.cn/tech/transform/193/w630h363/20220518/8233-2d1ee1f1632211b67c8b8707a4f325b7.png\" w=\"630\"/>\n<h2></h2>\n</figure>\n</p><p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技 杨雪梅</p>\n<p>5月17日晚间，<a href=\"https://laohu8.com/S/JD\">京东</a>发布截至3月31日的2022年第一季度财报。净营收为2397亿元（约合378美元），同比增长18.0%。属于普通股股东的净亏损为30亿元（约合5亿美元），而上年同期净利润为36亿元。基于非美国通用会计准则，归属于普通股股东的净利润为40亿元（约合6亿美元），而上年同期净利润同为40亿元。</p>\n<figure>\n<img h=\"295\" src=\"http://n.sinaimg.cn/tech/transform/125/w630h295/20220518/503b-7b65578c12290f3b83ef079033524066.png\" w=\"630\"/>\n<h2></h2>\n</figure>\n<p>财报显示，京东本次亏损原因主要是对基础设施、技术研发、员工薪酬福利持续投入；以及全力支持上海等多地抗疫保供；并且全面支持合作伙伴减少疫情的影响和让利给消费者。</p>\n<p>京东集团CEO徐雷表示，不同于2019年、2020年，这次的疫情对线上、线下企业来说是一次双杀。供应链受到的影响也是非常大的。“今年的疫情是非常极端、特殊的情况，我们会积极运用京东的专业能力和履约仓配能力，尽可能地破局。”</p>\n<p><strong>一季度投资收益46亿元，持续投入及抗疫保供影响亏损</strong></p>\n<p>京东自2022年2月28日起合并达达，并将达达的业绩作为一个新的独立分部。本季度开始，京东本次财报呈现四个分部，分别是京东零售、<a href=\"https://laohu8.com/S/02618\">京东物流</a>、达达及新业务。</p>\n<figure>\n<img h=\"553\" src=\"http://n.sinaimg.cn/tech/transform/383/w630h553/20220518/5a18-52e29f6816147e7d560173f464ca7b49.png\" w=\"630\"/>\n<h2></h2>\n</figure>\n<p>其中，一季度京东零售营收2175.24亿元，去年同期营收1857.96亿元，同比增长17.1%。京东零售主要包括中国的自营业务、平台业务及广告服务。京东零售业务一季度经营利润率为3.6%，较2021Q1的4.0%略有下降。</p>\n<p>京东物流一季度营收273.5亿元，去年同期营收224.11亿元，同比增长22%；其中外部客户收入达160亿元，占比58.4%，来自一体化供应链客户收入达179亿元；亏损13.9亿元，去年同期亏损110亿元。京东物流包括内部及外部物流业务。</p>\n<p>此外，京东新业务营收57.56亿元，去年同期营收51.54亿元，同比增长11.7%。新业务主要包括京东产发、京喜、海外业务及技术创新。</p>\n<p>达达是本地即时配送及零售平台，第一季度营收为6.9亿元（约合1.09亿美元）；营业亏损为1.91亿元。</p>\n<figure>\n<img h=\"341\" src=\"http://n.sinaimg.cn/tech/transform/171/w630h341/20220518/b30c-2287fec6580de67fadb3e28b3fcbb44c.png\" w=\"630\"/>\n<h2></h2>\n</figure>\n<p>从收入情况来看，商品销售收入2044亿元，同比增长16.6%；物流及其他服务收入352亿元，同比增长26.3%，已接近平台及广告服务收入。财报显示，本季度公司进一步与一系列高端品牌建立合作关系，商户多元化率有所提高。</p>\n<p>服务及其他收入中，平台及广告服务收入177亿元，同比增长25.2%；物流及其他服务收入176亿元，同比增长27.5%。本季度京东物流继续扩大海外仓储和运输网络，逐步提高公司物流业务的竞争优势。</p>\n<div sax-type=\"proxy\"></div><p>截至2022年3月31日，京东过去12个月的活跃购买用户数较2021年同期的4.998亿增长16.2%至5.805亿。</p>\n<p>财报还显示，2022年第一季度，京东集团投资活动所得的现金流量净额为人民币46亿元（7亿美元），主要包括短期投资减少，部分被收购<a href=\"https://laohu8.com/S/01589\">中国物流资产</a>控股有限公司（中国物流资产）和达达支付的现金净额、资本性支出支付的现金以及股权投资支付的现金所抵销。</p>\n<p><strong>继续降本增效缓解疫情影响，“618”有望提升二季度业绩</strong></p>\n<p>根据财报，京东本季度费用结构中，占比最大的部分依然是履约费用，本季度履约费用和营销开支均有所增加，但研发支出有所下降。</p>\n<p>其中，履约开支主要包括采购、仓储、配送、客户服务及支付处理开支，由去年同期的138亿元增加12.2%至2022年第一季度的155亿元。一季度履约开支占收入的百分比为6.5%，去年同期为6.8%。</p>\n<p>营销开支由2021年第一季度的人民币70亿元增加24.4%至2022年第一季度的人</p>\n<p>民币87亿元。一季度研发开支为人民币44亿元，而去年同期为人民币45亿元。</p>\n<figure>\n<img h=\"259\" src=\"http://n.sinaimg.cn/tech/transform/89/w630h259/20220518/566c-db7f88d60e38f5ccdd49cbc559f9846a.png\" w=\"630\"/>\n<h2></h2>\n</figure>\n<p>徐雷在财报电话会议中提到，“我们今年核心区域的仓储风控导致了整体物流履约的困难，商品的入库、出库都受到了比较大的影响，整体履约周期变长了。由于履约周期变长，我们发现4月份订单的取消率有明显上升，5月份的情况有所好转，但订单取消率还是高于去年。”</p>\n<p>疫情导致消费者对收入信心不足，整体的消费情况比较低迷。根据统计局4月份给出的数据，高客单价商品的消费力不强，即便流量、用户正增长的情况下，4、5月的客单价同比都在下降。</p>\n<p>对于如何应对疫情带来的影响，徐雷表示会继续降本增效，同时，一方面与各地政府保持持续不断的沟通，京东也进入了各地政府的保供企业名单，尽可能地保证了仓储和配送的正常运营与履约。“从目前的情况来看，形势已经得到大幅度改善。”另一方面，利用好“618”的销售节点，尽可能地提升二季度经营业绩。</p>\n<p>不过，徐雷也提到，公司大概从3月份开始采取新的成本控制措施。到底会有多大的成效，会在接下来几个季度的财务数据中会有所体现，比如盈利能力和现金流等财务数据。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东2022年Q1财报：疫情之下履约周期变长，继续降本增效寻破局｜财星球\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 09:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/i/gn/2022-05-18/detail-imcwipik0473141.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技 杨雪梅\n5月17日晚间，京东发布截至3月31日的2022年第一季度财报。净营收为2397亿元（约合378美元），同比增长18.0%。属于普通股股东的净亏损为30亿元（约合5亿美元），而上年同期净利润为36亿元。基于非美国通用会计准则，归属于普通股股东的净利润为40亿元（约合6亿美元），而上年同期净利润同为40亿元。\n\n\n\n\n财报显示，京东本次亏损原因主要是对基础设施、技术研发、员工薪酬...</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2022-05-18/detail-imcwipik0473141.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20220518/00e0-74687b00aa2f644e7803bcec00f47ffd.png/w120h90l50t14be.jpg","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://tech.sina.cn/i/gn/2022-05-18/detail-imcwipik0473141.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236202208","content_text":"新浪科技 杨雪梅\n5月17日晚间，京东发布截至3月31日的2022年第一季度财报。净营收为2397亿元（约合378美元），同比增长18.0%。属于普通股股东的净亏损为30亿元（约合5亿美元），而上年同期净利润为36亿元。基于非美国通用会计准则，归属于普通股股东的净利润为40亿元（约合6亿美元），而上年同期净利润同为40亿元。\n\n\n\n\n财报显示，京东本次亏损原因主要是对基础设施、技术研发、员工薪酬福利持续投入；以及全力支持上海等多地抗疫保供；并且全面支持合作伙伴减少疫情的影响和让利给消费者。\n京东集团CEO徐雷表示，不同于2019年、2020年，这次的疫情对线上、线下企业来说是一次双杀。供应链受到的影响也是非常大的。“今年的疫情是非常极端、特殊的情况，我们会积极运用京东的专业能力和履约仓配能力，尽可能地破局。”\n一季度投资收益46亿元，持续投入及抗疫保供影响亏损\n京东自2022年2月28日起合并达达，并将达达的业绩作为一个新的独立分部。本季度开始，京东本次财报呈现四个分部，分别是京东零售、京东物流、达达及新业务。\n\n\n\n\n其中，一季度京东零售营收2175.24亿元，去年同期营收1857.96亿元，同比增长17.1%。京东零售主要包括中国的自营业务、平台业务及广告服务。京东零售业务一季度经营利润率为3.6%，较2021Q1的4.0%略有下降。\n京东物流一季度营收273.5亿元，去年同期营收224.11亿元，同比增长22%；其中外部客户收入达160亿元，占比58.4%，来自一体化供应链客户收入达179亿元；亏损13.9亿元，去年同期亏损110亿元。京东物流包括内部及外部物流业务。\n此外，京东新业务营收57.56亿元，去年同期营收51.54亿元，同比增长11.7%。新业务主要包括京东产发、京喜、海外业务及技术创新。\n达达是本地即时配送及零售平台，第一季度营收为6.9亿元（约合1.09亿美元）；营业亏损为1.91亿元。\n\n\n\n\n从收入情况来看，商品销售收入2044亿元，同比增长16.6%；物流及其他服务收入352亿元，同比增长26.3%，已接近平台及广告服务收入。财报显示，本季度公司进一步与一系列高端品牌建立合作关系，商户多元化率有所提高。\n服务及其他收入中，平台及广告服务收入177亿元，同比增长25.2%；物流及其他服务收入176亿元，同比增长27.5%。本季度京东物流继续扩大海外仓储和运输网络，逐步提高公司物流业务的竞争优势。\n截至2022年3月31日，京东过去12个月的活跃购买用户数较2021年同期的4.998亿增长16.2%至5.805亿。\n财报还显示，2022年第一季度，京东集团投资活动所得的现金流量净额为人民币46亿元（7亿美元），主要包括短期投资减少，部分被收购中国物流资产控股有限公司（中国物流资产）和达达支付的现金净额、资本性支出支付的现金以及股权投资支付的现金所抵销。\n继续降本增效缓解疫情影响，“618”有望提升二季度业绩\n根据财报，京东本季度费用结构中，占比最大的部分依然是履约费用，本季度履约费用和营销开支均有所增加，但研发支出有所下降。\n其中，履约开支主要包括采购、仓储、配送、客户服务及支付处理开支，由去年同期的138亿元增加12.2%至2022年第一季度的155亿元。一季度履约开支占收入的百分比为6.5%，去年同期为6.8%。\n营销开支由2021年第一季度的人民币70亿元增加24.4%至2022年第一季度的人\n民币87亿元。一季度研发开支为人民币44亿元，而去年同期为人民币45亿元。\n\n\n\n\n徐雷在财报电话会议中提到，“我们今年核心区域的仓储风控导致了整体物流履约的困难，商品的入库、出库都受到了比较大的影响，整体履约周期变长了。由于履约周期变长，我们发现4月份订单的取消率有明显上升，5月份的情况有所好转，但订单取消率还是高于去年。”\n疫情导致消费者对收入信心不足，整体的消费情况比较低迷。根据统计局4月份给出的数据，高客单价商品的消费力不强，即便流量、用户正增长的情况下，4、5月的客单价同比都在下降。\n对于如何应对疫情带来的影响，徐雷表示会继续降本增效，同时，一方面与各地政府保持持续不断的沟通，京东也进入了各地政府的保供企业名单，尽可能地保证了仓储和配送的正常运营与履约。“从目前的情况来看，形势已经得到大幅度改善。”另一方面，利用好“618”的销售节点，尽可能地提升二季度经营业绩。\n不过，徐雷也提到，公司大概从3月份开始采取新的成本控制措施。到底会有多大的成效，会在接下来几个季度的财务数据中会有所体现，比如盈利能力和现金流等财务数据。","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020949871,"gmtCreate":1652574479194,"gmtModify":1676535121271,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Good info. tks","listText":"Good info. tks","text":"Good info. tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020949871","repostId":"2235948863","repostType":2,"repost":{"id":"2235948863","kind":"news","pubTimestamp":1652535286,"share":"https://ttm.financial/m/news/2235948863?lang=&edition=fundamental","pubTime":"2022-05-14 21:34","market":"us","language":"en","title":"Amazon: Pre-Pandemic Prices, Post-Pandemic Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2235948863","media":"seekingalpha","summary":"Noah Berger/Getty Images Entertainment Amazon (NASDAQ:AMZN) is down nearly 35% YTD and is reaching p","content":"<html><body><p><figure><picture> <img height=\"1536px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1356696208/image_1356696208.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1356696208/image_1356696208.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1356696208/image_1356696208.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1356696208/image_1356696208.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1356696208/image_1356696208.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1356696208/image_1356696208.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1356696208/image_1356696208.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1356696208/image_1356696208.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1356696208/image_1356696208.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Noah Berger/Getty Images Entertainment</p></figcaption></figure></p> <p>Amazon (<span>NASDAQ:AMZN</span>) is down nearly 35% YTD and is reaching prices similar to pre-pandemic levels. Due to recent Q1 earnings and concerns with rising inflation and interest rates, many investors are selling Amazon and moving away from<span> the tech sector. However, the Q1 report had little information that was not to be expected and AWS continues to prosper. Combine this with Amazon's undervaluation, and it may become an attractive choice for many investors.</span></p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/13/saupload_b3e1085b154a4ad78e1bc137735b3fdf.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <h2>Amazon's Price is Undervalued and Becoming an Attractive Choice</h2> <p>In January of 2020, Amazon's price was just about $2135 per share. In July of 2021, Amazon's stock peaked at just over $3700 per share. Since then, the stock has dropped about 40% down to just over $2200, only about 4% higher than the pre-pandemic price.</p> <p>There are two major reasons for this. The first is that many tech companies are being sold off due to high inflation and rising interest rates. This has caused many investors to want to move away from these securities and into more defensive companies. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/13/saupload_dd16f752254000c04aa00ad1f5ee3864.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>The second reason is Amazon's recent Q1 earnings report, which many investors saw as devastating. As a quick overview, the company's earnings were reported at $7.38 per share ($8.36 expected) and advertising revenue was only $7.88 billion ($8.17 billion expected). Furthermore, a $7.6 billion loss on its Rivian (RIVN) investment was recorded due to the electric vehicle company losing over half its value in Q1. Due to all of this, Amazon recorded a total net loss of $3.8 billion. Revenue growth also slowed down with only a 7% increase, compared to 44% in 1Q21. The company forecasts that revenue could slow down even further to as low as 3% growth in the next quarter of 2022.</p> <h2>First Quarter Earnings Reactions Are Overblown</h2> <p>To begin, Amazon's lower EPS was to be expected. Rising gas prices from the Russia-Ukraine conflict, rising inflation and interest rates, and supply chain issues have been well-known events for months now. As for the loss on its Rivian investment, the company's investment has been known publicly for months. With Rivian being public and investors able to see its drop in share price, investors already knew to expect a huge loss from this investment.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/13/saupload_f8f34b52c97139b5c92850948e82d81f.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>In 4Q21, Amazon's guidance for 1Q22 was accurate. Specifically, the company said it expects operating income to between $3 and $6 billion and revenue to grow between 3% and 8%. The company actually recorded $3.67 billion in operating income, and 7% growth in revenue.</p> <p>With all of the headwinds Amazon was going to face already being known and Q4 guidance being accurate with actual Q1 results, the nearly 25% drop in share price Amazon has experienced since the report seems quite overblown.</p> <h2>AWS Continues to Be the Biggest Name in Cloud Services</h2> <p>Since many investors are focusing on the bad aspects of the Q1 report, many are ignoring the great performance AWS posted. AWS recorded over $18 billion in revenue in the first quarter, which is a 36.5% increase from just <a href=\"https://laohu8.com/S/AONE.U\">one</a> year earlier. The operating income of this segment also increased by an impressive 57% to $6.5 billion. </p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/13/53426561-16524545764822533.png\"/></span><figcaption><p>Market Share of Cloud Services <span>(Future Processing)</span></p></figcaption></figure></p> <p>AWS already is a clear winner in market share for cloud services and one of their largest competitors, Google Cloud (GOOG) (GOOGL), is not performing as well. Although the sales of Google Cloud grew by 43% in Q1, it has yet to be profitable and is experiencing worse-than-expected operating losses. </p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/13/53426561-16524558164619615.png\"/></span><figcaption><p>Operating Margins of AWS vs. Google Cloud <span>(Created by Author)</span></p></figcaption></figure></p> <h2>The Upcoming Stock Split and Current Undervaluation Help Amazon's Case</h2> <p>In March, Amazon announced a 20-for-1 stock split and $10 billion share buyback. This stock split will not affect the underlying fundamentals or value of Amazon but will make it purchasable by more investors. If this stock split were to happen right now, Amazon's share price would go from $2200 per share to about $110 and give each shareholder an additional 19 shares of the company. This stock split is set to happen for current shareholders at the end of business on June 3, and trading starts at the new price on June 6.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/13/saupload_08774c5dd1f6104bbd2a8f2929b5d6b9.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/13/53426561-16524580891354766.png\"/></span><figcaption><p>3 Year Median Ratios vs. LTM Ratios</p></figcaption></figure></p> <p>Amazon's valuation multiples are far below where they've historically been in previous years. After combining these ratios with analyst consensus estimates of revenue, earnings, and EBITDA for FY23 and adjusting for the company's cash and debt to arrive at market cap, a price target of $4015.44 can be calculated before the stock split.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"true\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/5/13/53426561-16524581033732278.png\"/></span><figcaption><p>Price Targets of AMZN</p></figcaption></figure></p> <h2>What Should Investors Do?</h2> <p>Amazon's Q1 earnings report contained information that was not very surprising, yet investors were quick to sell and drop the company's share price by nearly 25%. However, AWS continues to dominate the cloud industry and holds a huge lead in market share. Google Cloud, one of the main competitors of AWS, cannot seem to achieve an operating profit despite growing revenues. Combine all of this with the fact that Amazon stock appears to be deeply undervalued, and I believe applying a Buy rating is appropriate for now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: Pre-Pandemic Prices, Post-Pandemic Opportunity</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: Pre-Pandemic Prices, Post-Pandemic Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-14 21:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4511554-amazon-pre-pandemic-prices-post-pandemic-opportunity><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Noah Berger/Getty Images Entertainment Amazon (NASDAQ:AMZN) is down nearly 35% YTD and is reaching prices similar to pre-pandemic levels. Due to recent Q1 earnings and concerns with rising inflation ...</p>\n\n<a href=\"https://seekingalpha.com/article/4511554-amazon-pre-pandemic-prices-post-pandemic-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4212":"包装食品与肉类","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","POST":"Post Holdings","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AMZN":"亚马逊","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4538":"云计算","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/article/4511554-amazon-pre-pandemic-prices-post-pandemic-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2235948863","content_text":"Noah Berger/Getty Images Entertainment Amazon (NASDAQ:AMZN) is down nearly 35% YTD and is reaching prices similar to pre-pandemic levels. Due to recent Q1 earnings and concerns with rising inflation and interest rates, many investors are selling Amazon and moving away from the tech sector. However, the Q1 report had little information that was not to be expected and AWS continues to prosper. Combine this with Amazon's undervaluation, and it may become an attractive choice for many investors. Data by YCharts Amazon's Price is Undervalued and Becoming an Attractive Choice In January of 2020, Amazon's price was just about $2135 per share. In July of 2021, Amazon's stock peaked at just over $3700 per share. Since then, the stock has dropped about 40% down to just over $2200, only about 4% higher than the pre-pandemic price. There are two major reasons for this. The first is that many tech companies are being sold off due to high inflation and rising interest rates. This has caused many investors to want to move away from these securities and into more defensive companies.  Data by YCharts The second reason is Amazon's recent Q1 earnings report, which many investors saw as devastating. As a quick overview, the company's earnings were reported at $7.38 per share ($8.36 expected) and advertising revenue was only $7.88 billion ($8.17 billion expected). Furthermore, a $7.6 billion loss on its Rivian (RIVN) investment was recorded due to the electric vehicle company losing over half its value in Q1. Due to all of this, Amazon recorded a total net loss of $3.8 billion. Revenue growth also slowed down with only a 7% increase, compared to 44% in 1Q21. The company forecasts that revenue could slow down even further to as low as 3% growth in the next quarter of 2022. First Quarter Earnings Reactions Are Overblown To begin, Amazon's lower EPS was to be expected. Rising gas prices from the Russia-Ukraine conflict, rising inflation and interest rates, and supply chain issues have been well-known events for months now. As for the loss on its Rivian investment, the company's investment has been known publicly for months. With Rivian being public and investors able to see its drop in share price, investors already knew to expect a huge loss from this investment. Data by YCharts In 4Q21, Amazon's guidance for 1Q22 was accurate. Specifically, the company said it expects operating income to between $3 and $6 billion and revenue to grow between 3% and 8%. The company actually recorded $3.67 billion in operating income, and 7% growth in revenue. With all of the headwinds Amazon was going to face already being known and Q4 guidance being accurate with actual Q1 results, the nearly 25% drop in share price Amazon has experienced since the report seems quite overblown. AWS Continues to Be the Biggest Name in Cloud Services Since many investors are focusing on the bad aspects of the Q1 report, many are ignoring the great performance AWS posted. AWS recorded over $18 billion in revenue in the first quarter, which is a 36.5% increase from just one year earlier. The operating income of this segment also increased by an impressive 57% to $6.5 billion.  Market Share of Cloud Services (Future Processing) AWS already is a clear winner in market share for cloud services and one of their largest competitors, Google Cloud (GOOG) (GOOGL), is not performing as well. Although the sales of Google Cloud grew by 43% in Q1, it has yet to be profitable and is experiencing worse-than-expected operating losses.  Operating Margins of AWS vs. Google Cloud (Created by Author) The Upcoming Stock Split and Current Undervaluation Help Amazon's Case In March, Amazon announced a 20-for-1 stock split and $10 billion share buyback. This stock split will not affect the underlying fundamentals or value of Amazon but will make it purchasable by more investors. If this stock split were to happen right now, Amazon's share price would go from $2200 per share to about $110 and give each shareholder an additional 19 shares of the company. This stock split is set to happen for current shareholders at the end of business on June 3, and trading starts at the new price on June 6. Data by YCharts3 Year Median Ratios vs. LTM Ratios Amazon's valuation multiples are far below where they've historically been in previous years. After combining these ratios with analyst consensus estimates of revenue, earnings, and EBITDA for FY23 and adjusting for the company's cash and debt to arrive at market cap, a price target of $4015.44 can be calculated before the stock split. Price Targets of AMZN What Should Investors Do? Amazon's Q1 earnings report contained information that was not very surprising, yet investors were quick to sell and drop the company's share price by nearly 25%. However, AWS continues to dominate the cloud industry and holds a huge lead in market share. Google Cloud, one of the main competitors of AWS, cannot seem to achieve an operating profit despite growing revenues. Combine all of this with the fact that Amazon stock appears to be deeply undervalued, and I believe applying a Buy rating is appropriate for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068981278,"gmtCreate":1651710146138,"gmtModify":1676534953561,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Good update&nbsp;","listText":"Good update&nbsp;","text":"Good update","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068981278","repostId":"2232507158","repostType":2,"repost":{"id":"2232507158","kind":"news","pubTimestamp":1651675285,"share":"https://ttm.financial/m/news/2232507158?lang=&edition=fundamental","pubTime":"2022-05-04 22:41","market":"us","language":"en","title":"IDEXX stock falls on Q1 profit miss, 2022 forecast below estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2232507158","media":"seekingalpha","summary":"Zerbor/iStock via Getty Images   IDEXX Laboratories (NASDAQ:IDXX -10.6%) stock falls after the compa","content":"<html><body><p><figure> <picture> <img height=\"919px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/499205246/image_499205246.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/499205246/image_499205246.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/499205246/image_499205246.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/499205246/image_499205246.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/499205246/image_499205246.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/499205246/image_499205246.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/499205246/image_499205246.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/499205246/image_499205246.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/499205246/image_499205246.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture> <figcaption><p>Zerbor/iStock via Getty Images</p></figcaption> </figure></p> <ul> <li>IDEXX Laboratories <span>(<span>NASDAQ:IDXX</span> <span>-10.6%</span>)</span> stock falls after the company posted lower-than-expected Q1 profit and revised<span> its 2022 revenue forecast, that were below wall street estimates. </span> </li> <li> The company now expects 2022 revenue to be between $3.39B - $3.46B vs. consensus estimate of $3.54B.</li> <li>\"U.S. same-store clinical visits at veterinary practices declined 2% in the first quarter compared to prior year period clinical visit growth of 13%, which included benefits from increases in new pet ownership during the COVID-19 pandemic,\" the company said.</li> <li>IDXX recalibrated its full year revenue growth outlook to reflect first quarter results as well as ~$10M in projected revenue reductions related to the war in Ukraine and ~$40M in impact from the recent strengthening of the U.S. dollar.</li> <li>The Companion Animal Group generated revenue growth of 10%.</li> <li>IDEXX Q1 Non-GAAP EPS of $2.24, missed estimates by $0.01, while revenue of $836.54M (+7.6% Y/Y) was in-line.</li> </ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IDEXX stock falls on Q1 profit miss, 2022 forecast below estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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\">\nIDEXX stock falls on Q1 profit miss, 2022 forecast below estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3832027-idexx-stock-falls-on-q1-profit-miss-2022-forecast-below-estimates><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zerbor/iStock via Getty Images   IDEXX Laboratories (NASDAQ:IDXX -10.6%) stock falls after the company posted lower-than-expected Q1 profit and revised its 2022 revenue forecast, that were below wall ...</p>\n\n<a href=\"https://seekingalpha.com/news/3832027-idexx-stock-falls-on-q1-profit-miss-2022-forecast-below-estimates\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4082":"医疗保健设备","IDXX":"爱德士实验室","BK4567":"ESG概念"},"source_url":"https://seekingalpha.com/news/3832027-idexx-stock-falls-on-q1-profit-miss-2022-forecast-below-estimates","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232507158","content_text":"Zerbor/iStock via Getty Images   IDEXX Laboratories (NASDAQ:IDXX -10.6%) stock falls after the company posted lower-than-expected Q1 profit and revised its 2022 revenue forecast, that were below wall street estimates.    The company now expects 2022 revenue to be between $3.39B - $3.46B vs. consensus estimate of $3.54B. \"U.S. same-store clinical visits at veterinary practices declined 2% in the first quarter compared to prior year period clinical visit growth of 13%, which included benefits from increases in new pet ownership during the COVID-19 pandemic,\" the company said. IDXX recalibrated its full year revenue growth outlook to reflect first quarter results as well as ~$10M in projected revenue reductions related to the war in Ukraine and ~$40M in impact from the recent strengthening of the U.S. dollar. The Companion Animal Group generated revenue growth of 10%. IDEXX Q1 Non-GAAP EPS of $2.24, missed estimates by $0.01, while revenue of $836.54M (+7.6% Y/Y) was in-line.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061588433,"gmtCreate":1651643261893,"gmtModify":1676534941715,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061588433","repostId":"2232715789","repostType":4,"repost":{"id":"2232715789","kind":"highlight","pubTimestamp":1651622425,"share":"https://ttm.financial/m/news/2232715789?lang=&edition=fundamental","pubTime":"2022-05-04 08:00","market":"us","language":"en","title":"3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2232715789","media":"Motley Fool","summary":"These stocks are losers now. But they could be huge winners over the next few years.","content":"<html><head></head><body><p>Even the best stocks can fall on hard times. That&#39;s certainly been the case with plenty of biotech stocks over the past 12 months. However, some that have floundered could still be huge winners over the long term.</p><p>We asked three Motley Fool contributors to pick beaten-down stocks they think can deliver 5x gains by 2030. Here&#39;s why they chose <b>CRISPR Therapeutics</b>, <b>Ginkgo Bioworks Holdings</b>, and <b>Novocure</b>.</p><h2>A great entry point for investors</h2><p><b>Prosper Junior Bakiny (CRISPR Therapeutics):</b> &#34;Beaten-down&#34; doesn&#39;t begin to describe what has happened to CRISPR Therapeutics in the past year on the market. Shares of the gene-editing specialist have plunged by more than 60% in the trailing-12-month period -- a horrible performance by any metric.</p><p>It&#39;s not hard to understand what&#39;s going on here. The biotech currently has no products on the market. Before its recent fall, shares had been on fire. A correction was probably overdue.</p><p>But this could be a great entry point for opportunistic investors willing to be patient. CRISPR Therapeutics has several promising pipeline candidates. These include several immuno-oncology candidates: CTX110, CTX120, and CTX130. However, the most exciting of CRISPR Therapeutics&#39; programs is CTX001. The biotech is developing this potential therapy for sickle cell disease and transfusion-dependent beta-thalassemia in collaboration with <b>Vertex Pharmaceuticals</b>.</p><p>CRISPR Therapeutics and Vertex have already produced excellent results in a phase 1/2 clinical trial. Regulatory submissions should come down by the end of the year.</p><p>There are few safe and effective therapy options for both of those rare blood illnesses. If CTX001 earns regulatory approval, it could be a game changer.</p><p>And that highlights the potential of CRISPR Therapeutics&#39; platform. Like other gene-editing specialists, the company is going after challenging targets, including some for which there are few (if any) curative therapies.</p><p>Another example of that is the company&#39;s VCTX210, an investigational gene-editing treatment for type 1 diabetes. CRISPR Therapeutics could record some major clinical wins in the next five years, thereby helping its stock price soar.</p><p>Of course, none of this is guaranteed. CRISPR Therapeutics&#39; candidates could run into clinical or regulatory obstacles. It&#39;s essential to keep these risks (and others) in mind when making investment decisions.</p><p>But if enough things go right for CRISPR Therapeutics, the company&#39;s shares could skyrocket by 2030. That&#39;s why it&#39;s worth considering initiating a position now, especially after the beating CRISPR Therapeutics has endured in the past year.</p><h2>A potential growth machine in the making</h2><p><b>David Jagielski</b> <b>(Ginkgo Bioworks): </b>A crashing growth stock with loads of potential is <a href=\"https://laohu8.com/S/AONE.U\">one</a> that investors should pay close attention to because it can lead to significant returns in the near future. Ginkgo Bioworks is one of those stocks. The more it falls, the more likely it is that this will be at least a five-bagger investment by 2030.</p><p>To get to that level, the stock wouldn&#39;t even need to climb a whole lot higher than where it started trading. Last September, the biotech stock went public through a merger with a special purpose acquisition company (SPAC). It soon reached a high of more than $14. That&#39;s already around four times the value of where it trades today.</p><p>The sell-off of Ginkgo&#39;s shares since it went public is a bit of a mystery. It follows a relatively similar path to that of Cathie Wood&#39;s <b>Ark Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> </b>, which holds shares of Ginkgo. Since November, the exchange-traded fund has fallen by close to 60% while Ginkgo has done a bit worse, cratering by 70%.</p><p>But that could prove to be a short-term problem for investors. Among the most attractive features of Ginkgo&#39;s business is its versatility. It can help multiple industries through programming cells. Consumer and technology, food and agriculture, industrials and environment, and biotech and pharma are the different areas the company has identified opportunities in.</p><p>The total addressable market for bioengineered products could be well into the trillions by 2040. Ginkgo only has to scratch the surface of all that potential to jump to the roughly $32 billion valuation it would need to reach to generate 5x returns.</p><p>Ginkgo has been working on deals to tap into some of that growth already. In April alone, it announced multiple collaborations and partnerships. One involved working with animal health company <b>Elanco</b> to launch a new business focused on improving animal health and protein production. Another was to partner with a company in the water business to develop biosensors that would find toxins in water.</p><p>In 2022, Ginkgo projects its revenue will come in between $325 million and $340 million. While that&#39;s a potentially modest increase from the $314 million it reported in 2021 (when its revenue soared 309%), Ginkgo is still in the early stages of its growth. There&#39;s significant potential here for investors to earn a fantastic return. The key is remaining patient with the business as it grows.</p><h2>5x could be too pessimistic for this stock</h2><p><b>Keith Speights (Novocure):</b> One stock immediately jumped to my mind when I began thinking about candidates that could deliver a 5x gain by 2030 -- Novocure. Actually, I that 5x could even be too pessimistic.</p><p>Novocure&#39;s Tumor Treating Fields (TTFields) therapy, which uses electrical fields to disrupt cancer cell replication, is currently approved for treating glioblastoma multiforme (GBM) and mesothelioma. Novocure CEO Bill Doyle noted in the company&#39;s first-quarter conference call that the GBM business &#34;remains a key driver of our long-term success.&#34; The company hopes to soon expand into the French GBM market. It&#39;s also building out its infrastructure to reach more of the North American and EMEA (Europe, Middle East, and Africa) markets.</p><p>But Novocure&#39;s potential to deliver 5x or greater returns largely depends on winning regulatory approvals for TTFields in additional indications. The company is currently evaluating the therapy in four late-stage pivotal studies for which results should be available in the near term.</p><p>Data from the Lunar study of TTFields in treating non-small cell lung cancer should read out this year. In 2023, Novocure expects to announce results from two late-stage studies targeting ovarian cancer and brain metastases. And in 2024, the company anticipates reporting data from its phase 3 study targeting pancreatic cancer.</p><p>Novocure currently has penetrated only around 35% of the GBM market. However, the indications that it&#39;s going after in the four late-stage studies represent a market size that&#39;s 14x greater than its current market.</p><p>Granted, Novocure needs its clinical studies to be successful to have a shot at becoming the huge winner I think it can be. But I like the company&#39;s chances.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/02/3-beaten-down-stocks-that-could-deliver-5x-gains-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even the best stocks can fall on hard times. That's certainly been the case with plenty of biotech stocks over the past 12 months. However, some that have floundered could still be huge winners over ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/3-beaten-down-stocks-that-could-deliver-5x-gains-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVCR":"NovoCure Limited","CRSP":"CRISPR Therapeutics AG","DNA":"Ginkgo Bioworks Holdings Inc."},"source_url":"https://www.fool.com/investing/2022/05/02/3-beaten-down-stocks-that-could-deliver-5x-gains-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232715789","content_text":"Even the best stocks can fall on hard times. That's certainly been the case with plenty of biotech stocks over the past 12 months. However, some that have floundered could still be huge winners over the long term.We asked three Motley Fool contributors to pick beaten-down stocks they think can deliver 5x gains by 2030. Here's why they chose CRISPR Therapeutics, Ginkgo Bioworks Holdings, and Novocure.A great entry point for investorsProsper Junior Bakiny (CRISPR Therapeutics): \"Beaten-down\" doesn't begin to describe what has happened to CRISPR Therapeutics in the past year on the market. Shares of the gene-editing specialist have plunged by more than 60% in the trailing-12-month period -- a horrible performance by any metric.It's not hard to understand what's going on here. The biotech currently has no products on the market. Before its recent fall, shares had been on fire. A correction was probably overdue.But this could be a great entry point for opportunistic investors willing to be patient. CRISPR Therapeutics has several promising pipeline candidates. These include several immuno-oncology candidates: CTX110, CTX120, and CTX130. However, the most exciting of CRISPR Therapeutics' programs is CTX001. The biotech is developing this potential therapy for sickle cell disease and transfusion-dependent beta-thalassemia in collaboration with Vertex Pharmaceuticals.CRISPR Therapeutics and Vertex have already produced excellent results in a phase 1/2 clinical trial. Regulatory submissions should come down by the end of the year.There are few safe and effective therapy options for both of those rare blood illnesses. If CTX001 earns regulatory approval, it could be a game changer.And that highlights the potential of CRISPR Therapeutics' platform. Like other gene-editing specialists, the company is going after challenging targets, including some for which there are few (if any) curative therapies.Another example of that is the company's VCTX210, an investigational gene-editing treatment for type 1 diabetes. CRISPR Therapeutics could record some major clinical wins in the next five years, thereby helping its stock price soar.Of course, none of this is guaranteed. CRISPR Therapeutics' candidates could run into clinical or regulatory obstacles. It's essential to keep these risks (and others) in mind when making investment decisions.But if enough things go right for CRISPR Therapeutics, the company's shares could skyrocket by 2030. That's why it's worth considering initiating a position now, especially after the beating CRISPR Therapeutics has endured in the past year.A potential growth machine in the makingDavid Jagielski (Ginkgo Bioworks): A crashing growth stock with loads of potential is one that investors should pay close attention to because it can lead to significant returns in the near future. Ginkgo Bioworks is one of those stocks. The more it falls, the more likely it is that this will be at least a five-bagger investment by 2030.To get to that level, the stock wouldn't even need to climb a whole lot higher than where it started trading. Last September, the biotech stock went public through a merger with a special purpose acquisition company (SPAC). It soon reached a high of more than $14. That's already around four times the value of where it trades today.The sell-off of Ginkgo's shares since it went public is a bit of a mystery. It follows a relatively similar path to that of Cathie Wood's Ark Innovation Pacer Swan SOS Fund of Funds ETF|ETF , which holds shares of Ginkgo. Since November, the exchange-traded fund has fallen by close to 60% while Ginkgo has done a bit worse, cratering by 70%.But that could prove to be a short-term problem for investors. Among the most attractive features of Ginkgo's business is its versatility. It can help multiple industries through programming cells. Consumer and technology, food and agriculture, industrials and environment, and biotech and pharma are the different areas the company has identified opportunities in.The total addressable market for bioengineered products could be well into the trillions by 2040. Ginkgo only has to scratch the surface of all that potential to jump to the roughly $32 billion valuation it would need to reach to generate 5x returns.Ginkgo has been working on deals to tap into some of that growth already. In April alone, it announced multiple collaborations and partnerships. One involved working with animal health company Elanco to launch a new business focused on improving animal health and protein production. Another was to partner with a company in the water business to develop biosensors that would find toxins in water.In 2022, Ginkgo projects its revenue will come in between $325 million and $340 million. While that's a potentially modest increase from the $314 million it reported in 2021 (when its revenue soared 309%), Ginkgo is still in the early stages of its growth. There's significant potential here for investors to earn a fantastic return. The key is remaining patient with the business as it grows.5x could be too pessimistic for this stockKeith Speights (Novocure): One stock immediately jumped to my mind when I began thinking about candidates that could deliver a 5x gain by 2030 -- Novocure. Actually, I that 5x could even be too pessimistic.Novocure's Tumor Treating Fields (TTFields) therapy, which uses electrical fields to disrupt cancer cell replication, is currently approved for treating glioblastoma multiforme (GBM) and mesothelioma. Novocure CEO Bill Doyle noted in the company's first-quarter conference call that the GBM business \"remains a key driver of our long-term success.\" The company hopes to soon expand into the French GBM market. It's also building out its infrastructure to reach more of the North American and EMEA (Europe, Middle East, and Africa) markets.But Novocure's potential to deliver 5x or greater returns largely depends on winning regulatory approvals for TTFields in additional indications. The company is currently evaluating the therapy in four late-stage pivotal studies for which results should be available in the near term.Data from the Lunar study of TTFields in treating non-small cell lung cancer should read out this year. In 2023, Novocure expects to announce results from two late-stage studies targeting ovarian cancer and brain metastases. And in 2024, the company anticipates reporting data from its phase 3 study targeting pancreatic cancer.Novocure currently has penetrated only around 35% of the GBM market. However, the indications that it's going after in the four late-stage studies represent a market size that's 14x greater than its current market.Granted, Novocure needs its clinical studies to be successful to have a shot at becoming the huge winner I think it can be. But I like the company's chances.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9920683603,"gmtCreate":1670477776403,"gmtModify":1676538377066,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Not more lockdown, open saseme","listText":"Not more lockdown, open saseme","text":"Not more lockdown, open saseme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9920683603","repostId":"2289468660","repostType":4,"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086942458,"gmtCreate":1650412773630,"gmtModify":1676534716948,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"content streaming is getting more competitive....&nbsp;","listText":"content streaming is getting more competitive....&nbsp;","text":"content streaming is getting more competitive....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086942458","repostId":"2228911690","repostType":2,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013194315,"gmtCreate":1648689067270,"gmtModify":1676534379718,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013194315","repostId":"1105560756","repostType":4,"repost":{"id":"1105560756","kind":"news","pubTimestamp":1648688437,"share":"https://ttm.financial/m/news/1105560756?lang=&edition=fundamental","pubTime":"2022-03-31 09:00","market":"us","language":"en","title":"Cathie Wood's ARK Invest Trades for 3/30: Buy Coinbase, Sell Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1105560756","media":"24/7 wall street","summary":"Markets pulled back slightly on Wednesday after just reaching levels not seen since January.ARK Invest funds took the hit as well with losses across the board.ARKX performed the best out of the group,","content":"<html><head></head><body><p>Markets pulled back slightly on Wednesday after just reaching levels not seen since January.</p><p>ARK Invest funds took the hit as well with losses across the board.</p><p>ARKX performed the best out of the group, with a 0.8% loss on the day, while ARKF did the worst, down 3.8%.</p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. There was one notable trade in this fund: NO TRADES</p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable trades in this fund: Buy 26,361 shares of Adaptive Biotechnologies, Buy 221,118 shares of Somalogic, Buy 114,371 shares of Twist Bioscience, &amp; Buy 150,051 shares of Burning Rock Biotech.</p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable trades in this fund: Buy 80,300 shares of Coinbase &amp; Sell 381,951 shares of Twist Bioscience.</p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable trades in the fund: Buy 4,979 shares of BYD &amp; Sell 5,666 shares of Aerovironment.</p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable trades in the fund: Buy 16,291 shares of Coinbase &amp; Sell 2,978 shares of Tesla.</p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. There was one notable purchase in the fund: Buy 1,032 shares of Mynaric, Buy 35,979 shares of 3D Systems &amp; Sell 1,632 shares of Aerovironment.</p><p>Check out all the trades here:</p><p><img src=\"https://static.tigerbbs.com/651209decb561a66997e1f3b8c2348f3\" tg-width=\"955\" tg-height=\"843\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1620372341666","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's ARK Invest Trades for 3/30: Buy Coinbase, Sell Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's ARK Invest Trades for 3/30: Buy Coinbase, Sell Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2022/03/30/cathie-woods-ark-invest-trades-for-3-30/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Markets pulled back slightly on Wednesday after just reaching levels not seen since January.ARK Invest funds took the hit as well with losses across the board.ARKX performed the best out of the group,...</p>\n\n<a href=\"https://247wallst.com/investing/2022/03/30/cathie-woods-ark-invest-trades-for-3-30/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","COIN":"Coinbase Global, Inc."},"source_url":"https://247wallst.com/investing/2022/03/30/cathie-woods-ark-invest-trades-for-3-30/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105560756","content_text":"Markets pulled back slightly on Wednesday after just reaching levels not seen since January.ARK Invest funds took the hit as well with losses across the board.ARKX performed the best out of the group, with a 0.8% loss on the day, while ARKF did the worst, down 3.8%.The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. There was one notable trade in this fund: NO TRADESARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable trades in this fund: Buy 26,361 shares of Adaptive Biotechnologies, Buy 221,118 shares of Somalogic, Buy 114,371 shares of Twist Bioscience, & Buy 150,051 shares of Burning Rock Biotech.ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable trades in this fund: Buy 80,300 shares of Coinbase & Sell 381,951 shares of Twist Bioscience.ARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable trades in the fund: Buy 4,979 shares of BYD & Sell 5,666 shares of Aerovironment.ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable trades in the fund: Buy 16,291 shares of Coinbase & Sell 2,978 shares of Tesla.Ark Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. There was one notable purchase in the fund: Buy 1,032 shares of Mynaric, Buy 35,979 shares of 3D Systems & Sell 1,632 shares of Aerovironment.Check out all the trades here:","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936029344,"gmtCreate":1662684712188,"gmtModify":1676537117067,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Shoe term market volatility is part and parcel of what investors have to bear with, esp amid inflation. it is the long term business quality and patience that counts.&nbsp;","listText":"Shoe term market volatility is part and parcel of what investors have to bear with, esp amid inflation. it is the long term business quality and patience that counts.&nbsp;","text":"Shoe term market volatility is part and parcel of what investors have to bear with, esp amid inflation. it is the long term business quality and patience that counts.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9936029344","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083474636,"gmtCreate":1650158786012,"gmtModify":1676534658206,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Telsa is trying to establish brand equity...&nbsp;","listText":"Telsa is trying to establish brand equity...&nbsp;","text":"Telsa is trying to establish brand equity...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083474636","repostId":"2227986491","repostType":4,"repost":{"id":"2227986491","kind":"highlight","pubTimestamp":1650153489,"share":"https://ttm.financial/m/news/2227986491?lang=&edition=fundamental","pubTime":"2022-04-17 07:58","market":"us","language":"en","title":"Is Tesla a Safe Stock to Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986491","media":"Motley Fool","summary":"Tesla as a company has good prospects, but owning the stock comes with some risks.","content":"<html><head></head><body><p><b>Tesla</b> ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company&#39;s well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in the last 12 months. On the other end, the bears are very skeptical of the sustainability of its outsized stock price run. After all, Tesla stock delivered more than a 15-fold return in the last five years.</p><p>But for potential investors thinking about buying the stock now, it is crucial to consider whether it is safe to invest in Tesla today. While that is not going to be an easy exercise, investors should at least consider these two questions about the company and its stock.</p><p><img src=\"https://static.tigerbbs.com/42bdaade247c7cea04b918d57eb73d34\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2><b>1. Is Tesla a durable business?</b></h2><p>Tesla has reported some solid financials lately. After delivering its first profitable year in 2020, Tesla exceeded that performance in 2021. It delivered a record 936,222 EVs to customers, grew revenue and net profit by 73% and 665%, respectively, and expanded free cash flow by 80% to $5 billion.</p><p>But note that the last paragraph started out by using the word &#34;lately.&#34; It&#39;s useful to also be aware that Tesla had never delivered a profitable year until 2020. It has been on the brink of bankruptcy a few times, most recently from 2017 to 2019. But as the worldwide transition from combustion engines into electric engines gained steam, Tesla was favorably positioned to capture the pent-up demand. And it did, as is evident by its solid numbers.</p><p>While the 2021 result was remarkable, it is still an outlier more than a norm. The biggest issue is that two profitable years provide little assurance that Tesla can sustain that in the coming years. As the car industry is highly cyclical, an economic downturn (such as a recession) will cause consumers to tighten their belts. When that happens, average folks tend to delay their purchase of high-value items like a car, which could reduce industry volume. We still do not know how Tesla will perform in such an environment.</p><p>On top of that, the EV race has intensified in recent years. While Tesla is still the dominant player -- with a 21% global market share in 2021, according to Autocar -- incumbents like <b>General Motors</b> and <b>Ford Motor Company</b> have big plans to ramp up their production. Tesla also faces competition from Chinese car companies like <b>BYD</b> and <b>Nio</b>. The former, backed by Warren Buffett, sold 593,745 EVs in 2021. BYD also announced that it would stop producing combustion engine vehicles to focus on EVs and plug-in hybrids.</p><p>In short, Tesla must execute flawlessly in the coming years to maintain its market share and stay profitable. While we do not know whether the company can sustain its strong execution, there is <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing we do know for sure: Gone are the days when Tesla had the whole EV market to itself.</p><h2><b>2. Does Tesla stock offer a margin of safety?</b></h2><p>Ask any investor how to make money in the stock market, and the usual reply will be to buy a stock when the price is low and sell when the price is high. However, this argument is incomplete since an investor should also consider the intrinsic value of the stock. The key is to buy when the stock price is lower than the intrinsic value (and sell when it is above).</p><p>But estimating intrinsic value is not a simple task. Not only are there many methods to calculate the intrinsic value of a company, but every investor will use different variables to compute. It is fair to say that every investor will arrive at a different intrinsic value for the same company.</p><p>Enter: margin of safety. The idea is that when investors buy a stock at a price materially lower than its intrinsic value, they have room for errors in their estimation of its value. Even if they make mistakes, they generally lose little money since they buy the stock cheaply.</p><p>So is Tesla&#39;s stock cheap enough today to offer a margin of safety to investors? Let us consider a few simple metrics. As of writing, Tesla has a price-to-sales (P/S), price-to-book (P/B), and price-to-earnings (P/E) ratio of 21, 35, and 209. Comparatively, General Motors&#39; P/S, P/B, and P/E ratios are 0.5, 1, and 5.9, respectively.</p><p>Tesla bulls will immediately cry foul, claiming that Tesla is fundamentally a different company from GM. While I agree with them that Tesla is not an average company, my argument is this: Is it worth 30 to 40 times more than GM? Or put it differently, is one Tesla equivalent to 30 to 40 GMs? To me, the answer is probably not.</p><h2><b>Back to the original question: Is Tesla stock safe to buy?</b></h2><p>There is no doubt that Tesla is a company with promising prospects. It is a leader in the EV industry and has significant investments in potentially major industries like autonomous vehicles, renewable energy, and others.</p><p>Still, I don&#39;t think it&#39;s safe to buy Tesla stock now with your hard-earned money. One reason is the company just turned profitable in 2020. It would need a few more profitable years before investors can safely assume the turnaround is permanent. Besides, its valuation is not cheap, which offers a very little margin of safety for investors.</p><p>So unless investors are looking for some adrenaline rush, they will be better off staying from the stock. And even if they are looking for such excitement, they can consider buying a Tesla car instead.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla a Safe Stock to Buy Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla a Safe Stock to Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","TSLA":"特斯拉","BK4555":"新能源车","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/04/16/is-tesla-a-safe-stock-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986491","content_text":"Tesla ( TSLA -3.65% ) is a company not easily ignored. Customers seem to love the company's well-designed electric vehicles (EVs) while the bulls seem quite pleased with the 33% stock price rise in the last 12 months. On the other end, the bears are very skeptical of the sustainability of its outsized stock price run. After all, Tesla stock delivered more than a 15-fold return in the last five years.But for potential investors thinking about buying the stock now, it is crucial to consider whether it is safe to invest in Tesla today. While that is not going to be an easy exercise, investors should at least consider these two questions about the company and its stock.Image source: Getty Images.1. Is Tesla a durable business?Tesla has reported some solid financials lately. After delivering its first profitable year in 2020, Tesla exceeded that performance in 2021. It delivered a record 936,222 EVs to customers, grew revenue and net profit by 73% and 665%, respectively, and expanded free cash flow by 80% to $5 billion.But note that the last paragraph started out by using the word \"lately.\" It's useful to also be aware that Tesla had never delivered a profitable year until 2020. It has been on the brink of bankruptcy a few times, most recently from 2017 to 2019. But as the worldwide transition from combustion engines into electric engines gained steam, Tesla was favorably positioned to capture the pent-up demand. And it did, as is evident by its solid numbers.While the 2021 result was remarkable, it is still an outlier more than a norm. The biggest issue is that two profitable years provide little assurance that Tesla can sustain that in the coming years. As the car industry is highly cyclical, an economic downturn (such as a recession) will cause consumers to tighten their belts. When that happens, average folks tend to delay their purchase of high-value items like a car, which could reduce industry volume. We still do not know how Tesla will perform in such an environment.On top of that, the EV race has intensified in recent years. While Tesla is still the dominant player -- with a 21% global market share in 2021, according to Autocar -- incumbents like General Motors and Ford Motor Company have big plans to ramp up their production. Tesla also faces competition from Chinese car companies like BYD and Nio. The former, backed by Warren Buffett, sold 593,745 EVs in 2021. BYD also announced that it would stop producing combustion engine vehicles to focus on EVs and plug-in hybrids.In short, Tesla must execute flawlessly in the coming years to maintain its market share and stay profitable. While we do not know whether the company can sustain its strong execution, there is one thing we do know for sure: Gone are the days when Tesla had the whole EV market to itself.2. Does Tesla stock offer a margin of safety?Ask any investor how to make money in the stock market, and the usual reply will be to buy a stock when the price is low and sell when the price is high. However, this argument is incomplete since an investor should also consider the intrinsic value of the stock. The key is to buy when the stock price is lower than the intrinsic value (and sell when it is above).But estimating intrinsic value is not a simple task. Not only are there many methods to calculate the intrinsic value of a company, but every investor will use different variables to compute. It is fair to say that every investor will arrive at a different intrinsic value for the same company.Enter: margin of safety. The idea is that when investors buy a stock at a price materially lower than its intrinsic value, they have room for errors in their estimation of its value. Even if they make mistakes, they generally lose little money since they buy the stock cheaply.So is Tesla's stock cheap enough today to offer a margin of safety to investors? Let us consider a few simple metrics. As of writing, Tesla has a price-to-sales (P/S), price-to-book (P/B), and price-to-earnings (P/E) ratio of 21, 35, and 209. Comparatively, General Motors' P/S, P/B, and P/E ratios are 0.5, 1, and 5.9, respectively.Tesla bulls will immediately cry foul, claiming that Tesla is fundamentally a different company from GM. While I agree with them that Tesla is not an average company, my argument is this: Is it worth 30 to 40 times more than GM? Or put it differently, is one Tesla equivalent to 30 to 40 GMs? To me, the answer is probably not.Back to the original question: Is Tesla stock safe to buy?There is no doubt that Tesla is a company with promising prospects. It is a leader in the EV industry and has significant investments in potentially major industries like autonomous vehicles, renewable energy, and others.Still, I don't think it's safe to buy Tesla stock now with your hard-earned money. One reason is the company just turned profitable in 2020. It would need a few more profitable years before investors can safely assume the turnaround is permanent. Besides, its valuation is not cheap, which offers a very little margin of safety for investors.So unless investors are looking for some adrenaline rush, they will be better off staying from the stock. And even if they are looking for such excitement, they can consider buying a Tesla car instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017777327,"gmtCreate":1649815013010,"gmtModify":1676534582401,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"rate is going up...&nbsp;","listText":"rate is going up...&nbsp;","text":"rate is going up...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017777327","repostId":"2227662612","repostType":4,"repost":{"id":"2227662612","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":1649803501,"share":"https://ttm.financial/m/news/2227662612?lang=&edition=fundamental","pubTime":"2022-04-13 06:45","market":"us","language":"en","title":"Wall St Reverses Gains, Closes Lower as Aggressive Fed Actions Loom","url":"https://stock-news.laohu8.com/highlight/detail?id=2227662612","media":"Reuters","summary":"* Benchmark 10-year Treasury yields regain ground after auction* Consumer prices up 8.5% in March vs","content":"<html><head></head><body><p>* Benchmark 10-year Treasury yields regain ground after auction</p><p>* Consumer prices up 8.5% in March vs est 8.4%</p><p>* Indexes down: Dow 0.26%, S&amp;P 0.34%, Nasdaq 0.30%</p><p>NEW YORK, April 12 (Reuters) - Wall Street turned rally to sell-off on Tuesday, reversing earlier gains as impending monetary tightening from the Federal Reserve once again pulled growth stocks back into red territory.</p><p>All three major U.S. stock indexes turned from positive to negative early in the afternoon, weighed down by healthcare and financials.</p><p>The turnabout began in earnest shortly after remarks from Fed Governor Lael Brainard, who reiterated the need for the central bank to &#34;expeditiously&#34; take on decades-high inflation.</p><p>&#34;The comments coming out from Fed officials have been more hawkish than the markets have anticipated,&#34; said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. &#34;(Brainard) has generally been nondescript, but now she’s more forceful in her commentary, and that’s getting people to sit up and take notice.&#34;</p><p>The Labor Department&#39;s CPI report showed the prices urban American consumers pay for a basket of goods posted the biggest monthly jump since September 2005, and an annual surge of 8.5%, the hottest year-on-year inflation number in more than four decades.</p><p>Much of the topline CPI growth was attributable to an 18.3% monthly surge in gasoline prices, to a record high of $4.33 per gallon.</p><p>The report did little to budge the needle of expectations regarding impending interest rate hikes from the Federal Reserve.</p><p>&#34;It&#39;s reiteration the Fed can&#39;t be sitting back here,&#34; Nolte added. &#34;They need to get moving, post-haste.&#34;</p><p>Early session gains were also dampened after a poor $34 billion 10-year Treasury auction, which helped benchmark yields bounce off session lows.</p><p>The Dow Jones Industrial Average fell 87.72 points, or 0.26%, to 34,220.36, the S&amp;P 500 lost 15.08 points, or 0.34%, to 4,397.45 and the Nasdaq Composite dropped 40.38 points, or 0.3%, to 13,371.57.</p><p>Energy shares enjoyed the largest percentage gain among the 11 major sectors in the S&amp;P 500, jumping 1.7% on the back of surging crude prices.</p><p>First-quarter earnings season bursts through the starting gate later this week, with big banks leading the way.</p><p>Analysts have curbed their first-quarter optimism. Annual S&amp;P 500 earnings growth was recently estimated to be 6.1%, down from 7.5% at the beginning of the year.</p><p>CrowdStrike Holdings Inc rose 3.2% after Goldman Sachs upgraded the cybersecurity company&#39;s shares to &#34;buy&#34;, citing elevated demand.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.26-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 24 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 53 new highs and 246 new lows.</p><p>Volume on U.S. exchanges was 11.25 billion shares, compared with the 12.60 billion average over the last 20 trading days.</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>Wall St Reverses Gains, Closes Lower as Aggressive Fed Actions Loom</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Reverses Gains, Closes Lower as Aggressive Fed Actions Loom\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\">2022-04-13 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Benchmark 10-year Treasury yields regain ground after auction</p><p>* Consumer prices up 8.5% in March vs est 8.4%</p><p>* Indexes down: Dow 0.26%, S&amp;P 0.34%, Nasdaq 0.30%</p><p>NEW YORK, April 12 (Reuters) - Wall Street turned rally to sell-off on Tuesday, reversing earlier gains as impending monetary tightening from the Federal Reserve once again pulled growth stocks back into red territory.</p><p>All three major U.S. stock indexes turned from positive to negative early in the afternoon, weighed down by healthcare and financials.</p><p>The turnabout began in earnest shortly after remarks from Fed Governor Lael Brainard, who reiterated the need for the central bank to &#34;expeditiously&#34; take on decades-high inflation.</p><p>&#34;The comments coming out from Fed officials have been more hawkish than the markets have anticipated,&#34; said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. &#34;(Brainard) has generally been nondescript, but now she’s more forceful in her commentary, and that’s getting people to sit up and take notice.&#34;</p><p>The Labor Department&#39;s CPI report showed the prices urban American consumers pay for a basket of goods posted the biggest monthly jump since September 2005, and an annual surge of 8.5%, the hottest year-on-year inflation number in more than four decades.</p><p>Much of the topline CPI growth was attributable to an 18.3% monthly surge in gasoline prices, to a record high of $4.33 per gallon.</p><p>The report did little to budge the needle of expectations regarding impending interest rate hikes from the Federal Reserve.</p><p>&#34;It&#39;s reiteration the Fed can&#39;t be sitting back here,&#34; Nolte added. &#34;They need to get moving, post-haste.&#34;</p><p>Early session gains were also dampened after a poor $34 billion 10-year Treasury auction, which helped benchmark yields bounce off session lows.</p><p>The Dow Jones Industrial Average fell 87.72 points, or 0.26%, to 34,220.36, the S&amp;P 500 lost 15.08 points, or 0.34%, to 4,397.45 and the Nasdaq Composite dropped 40.38 points, or 0.3%, to 13,371.57.</p><p>Energy shares enjoyed the largest percentage gain among the 11 major sectors in the S&amp;P 500, jumping 1.7% on the back of surging crude prices.</p><p>First-quarter earnings season bursts through the starting gate later this week, with big banks leading the way.</p><p>Analysts have curbed their first-quarter optimism. Annual S&amp;P 500 earnings growth was recently estimated to be 6.1%, down from 7.5% at the beginning of the year.</p><p>CrowdStrike Holdings Inc rose 3.2% after Goldman Sachs upgraded the cybersecurity company&#39;s shares to &#34;buy&#34;, citing elevated demand.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.26-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 24 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 53 new highs and 246 new lows.</p><p>Volume on U.S. exchanges was 11.25 billion shares, compared with the 12.60 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","IVV":"标普500指数ETF","SH":"标普500反向ETF","CRWD":"CrowdStrike Holdings, Inc.","COMP":"Compass, Inc.","BK4581":"高盛持仓","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","BK4539":"次新股",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227662612","content_text":"* Benchmark 10-year Treasury yields regain ground after auction* Consumer prices up 8.5% in March vs est 8.4%* Indexes down: Dow 0.26%, S&P 0.34%, Nasdaq 0.30%NEW YORK, April 12 (Reuters) - Wall Street turned rally to sell-off on Tuesday, reversing earlier gains as impending monetary tightening from the Federal Reserve once again pulled growth stocks back into red territory.All three major U.S. stock indexes turned from positive to negative early in the afternoon, weighed down by healthcare and financials.The turnabout began in earnest shortly after remarks from Fed Governor Lael Brainard, who reiterated the need for the central bank to \"expeditiously\" take on decades-high inflation.\"The comments coming out from Fed officials have been more hawkish than the markets have anticipated,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. \"(Brainard) has generally been nondescript, but now she’s more forceful in her commentary, and that’s getting people to sit up and take notice.\"The Labor Department's CPI report showed the prices urban American consumers pay for a basket of goods posted the biggest monthly jump since September 2005, and an annual surge of 8.5%, the hottest year-on-year inflation number in more than four decades.Much of the topline CPI growth was attributable to an 18.3% monthly surge in gasoline prices, to a record high of $4.33 per gallon.The report did little to budge the needle of expectations regarding impending interest rate hikes from the Federal Reserve.\"It's reiteration the Fed can't be sitting back here,\" Nolte added. \"They need to get moving, post-haste.\"Early session gains were also dampened after a poor $34 billion 10-year Treasury auction, which helped benchmark yields bounce off session lows.The Dow Jones Industrial Average fell 87.72 points, or 0.26%, to 34,220.36, the S&P 500 lost 15.08 points, or 0.34%, to 4,397.45 and the Nasdaq Composite dropped 40.38 points, or 0.3%, to 13,371.57.Energy shares enjoyed the largest percentage gain among the 11 major sectors in the S&P 500, jumping 1.7% on the back of surging crude prices.First-quarter earnings season bursts through the starting gate later this week, with big banks leading the way.Analysts have curbed their first-quarter optimism. Annual S&P 500 earnings growth was recently estimated to be 6.1%, down from 7.5% at the beginning of the year.CrowdStrike Holdings Inc rose 3.2% after Goldman Sachs upgraded the cybersecurity company's shares to \"buy\", citing elevated demand.Declining issues outnumbered advancing ones on the NYSE by a 1.07-to-1 ratio; on Nasdaq, a 1.26-to-1 ratio favored decliners.The S&P 500 posted 24 new 52-week highs and 15 new lows; the Nasdaq Composite recorded 53 new highs and 246 new lows.Volume on U.S. exchanges was 11.25 billion shares, compared with the 12.60 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987722153,"gmtCreate":1668002154972,"gmtModify":1676537996985,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"unregulated has its dark side too","listText":"unregulated has its dark side too","text":"unregulated has its dark side too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987722153","repostId":"1116383678","repostType":2,"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004380822,"gmtCreate":1642507745742,"gmtModify":1676533716618,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"oh no","listText":"oh no","text":"oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004380822","repostId":"1141684792","repostType":4,"repost":{"id":"1141684792","kind":"news","pubTimestamp":1642492834,"share":"https://ttm.financial/m/news/1141684792?lang=&edition=fundamental","pubTime":"2022-01-18 16:00","market":"hk","language":"en","title":"Genting Hong Kong Looks to Liquidation as Funding Dries Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1141684792","media":"Bloomberg","summary":"Provisional liquidation sparked after German unit insolvencyGenting Hong Kong cruises still running ","content":"<html><head></head><body><ul><li>Provisional liquidation sparked after German unit insolvency</li><li>Genting Hong Kong cruises still running in Singapore, Taiwan</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e2ab2765b40a5718b199e9c71557357\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>The Genting Cruise Lines Genting Dream cruise ship in Hong Kong in July 2021. Photographer: Lam Yik/Bloomberg</span></p><p>Troubled cruise operator Genting Hong Kong Ltd. warned it may seek court assistance to safeguard its assets, after failing to secure funding to help it stay afloat following the insolvency of its German shipbuilding subsidiary.</p><p>The cruise operator plans to file for provisional liquidation with courts in Bermuda, where its registered officeis, unless it receives “credible proposals for a solvent, consensual and inter-conditional restructuring solution,” it said in an exchange filing. The company’s shares, down 49% already this year, have also been suspended from trade.</p><p>Genting Hong Kong’s indirect wholly-owned shipbuilding subsidiary,MV Werften, filed for insolvency in a local court in Germany last week. That came after salvage talks fizzled amid a dispute between German authorities and Genting, as both parties blamed the other for MV Werften’s collapse. The Hong Kong cruise firm warned investors that cross defaults amounting to $2.78 billion may follow.</p><p>According to MV Werften’s website, the shipbuilder has around 2,900 staff and over the past 75 years has delivered more than 2,500 vessels for deployment in the tourism sector, the Arctic region and the logistics and offshore marine industries from its shipyards in Wismar, Rostock and Stralsund.</p><p>The financial deterioration of Genting Hong Kong isn’t all Germany’s fault, however. Covid-19 has wiped out travel demand and at the start of the pandemic in early 2020, cruise operations globally were among the first to be halted.</p><p>That led the industry to carry out a string of restructuring and insolvencies. Genting Hong Kong, which like many operators has offered “seacations” amid a cruise-to-nowhere trend,reported a record loss of $1.7 billion in May. The latest liquidation developments come just as Hong Kong reimposes some of its strictest virus curbs since the pandemic began.</p><p><b>Exhausted All Efforts</b></p><p>Genting Hong Kong said on Tuesday that a German court had rejected an application that would have provided MV Werften with access to a $88 million lifeline.</p><p>“The company considers that it has exhausted all reasonable efforts to negotiate with the relevant counterparties under its financing arrangements,” it said in the statement.</p><p>“The appointment of provisional liquidators is essential and in the interests of the company, its shareholders and its creditors in order to maximize the chance of success of the financial restructuring and to provide a moratorium on claims and to seek to avoid a disorderly liquidation of the company by any of its creditors,” it added.</p><p>Some of Genting Hong Kong’s biggest creditors have included banks such as BNP Paribas SA, Oversea-Chinese Banking Corp. and Credit Agricole SA and DNB Bank ASA, data compiled by Bloomberg show.</p><p>The company’s impending demise may not necessarily have big ramifications for other companies in the Genting group. Part of Lim Kok Thay’s sprawling gambling-to-hospitality Genting empire, Genting Hong Kong was established in the early 1990s when the Malaysian tycoon wanted to diversify risk away from the flagship hilltop casino resort in his home country.</p><p><b>Singapore, Taiwan</b></p><p>While Lim owns a 76% stake in Genting Hong Kong, the other Genting companies in Malaysia and Singapore --Genting Bhd.,Genting Singapore Ltd. and Genting Malaysia Bhd.-- have no cross shareholdings with Genting Hong Kong except for Lim being a common stakeholder in all four.</p><p>And cruises out of Hong Kong are only one part of Genting Hong Kong’s business. Responding to questions from Bloomberg News on Tuesday, the company said cruises were still taking place in Singapore, Taiwan and Penang in Malaysia, with most of those voyages having resumed at reduced capacity in 2020. The company wasn’t immediately able to disclose what proportion of its business cruises from Hong Kong typically account for.</p><p>Still, Genting’s financial woes come as the cruise industry as a whole faces fresh challenges brought on by surges in omicron infections. In recent days,Royal Carribean Cruises Ltd. has canceled multiple sailings, while its Celebrity Cruises line pushed out the resumption of some voyages to the end of April.Norwegian Cruise Line Holdings Ltd. canceled a Caribbean trip mid-voyage due to Covid.</p><p>Those challenges dim opportunities for any of the biggest operators to pick up Genting’s assets in the event of a fire sale.</p><p><b>Rebuilding Cash Flows</b></p><p>“It’s clear the Asian market is attractive to all these guys, but I struggle to see investors wanting to support a transaction,” said James Ainley, director of hotels and leisure at Citi Research. “Pursuing M&amp;A isn’t high on the agenda right now when the priority for operators has to be on getting the ships back on the water and rebuilding operating cash flows.”</p><p>The biggest cruise operators, including Carnival and Royal Caribbean, have been able to raise enough liquidity to get through the worst of the pandemic, even if some may need additional financing. However a handful of smaller operators have filed for bankruptcy. Spanish cruise line Pullmantur, partly owned by Royal Caribbean, filed for bankruptcy in 2020, while Jalesh Cruises Mauritius Ltd. became the first operator in Asia to shut down the same year.</p><p>Separately on Tuesday, Genting Hong Kong said that Alan Smith, Ambrose Lam Wai Hon and Justin Tan have resigned as independent non-executive directors and as such have ceased to be members of the company’s audit, remuneration and nomination committees.</p></body></html>","source":"lsy1584095487587","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>Genting Hong Kong Looks to Liquidation as Funding Dries Up</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\">\nGenting Hong Kong Looks to Liquidation as Funding Dries Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-18/genting-hong-kong-may-file-for-liquidation-as-funding-dries-up><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Provisional liquidation sparked after German unit insolvencyGenting Hong Kong cruises still running in Singapore, TaiwanThe Genting Cruise Lines Genting Dream cruise ship in Hong Kong in July 2021. ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-18/genting-hong-kong-may-file-for-liquidation-as-funding-dries-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GTHKF":"Genting Hong Kong Ltd."},"source_url":"https://www.bloomberg.com/news/articles/2022-01-18/genting-hong-kong-may-file-for-liquidation-as-funding-dries-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141684792","content_text":"Provisional liquidation sparked after German unit insolvencyGenting Hong Kong cruises still running in Singapore, TaiwanThe Genting Cruise Lines Genting Dream cruise ship in Hong Kong in July 2021. Photographer: Lam Yik/BloombergTroubled cruise operator Genting Hong Kong Ltd. warned it may seek court assistance to safeguard its assets, after failing to secure funding to help it stay afloat following the insolvency of its German shipbuilding subsidiary.The cruise operator plans to file for provisional liquidation with courts in Bermuda, where its registered officeis, unless it receives “credible proposals for a solvent, consensual and inter-conditional restructuring solution,” it said in an exchange filing. The company’s shares, down 49% already this year, have also been suspended from trade.Genting Hong Kong’s indirect wholly-owned shipbuilding subsidiary,MV Werften, filed for insolvency in a local court in Germany last week. That came after salvage talks fizzled amid a dispute between German authorities and Genting, as both parties blamed the other for MV Werften’s collapse. The Hong Kong cruise firm warned investors that cross defaults amounting to $2.78 billion may follow.According to MV Werften’s website, the shipbuilder has around 2,900 staff and over the past 75 years has delivered more than 2,500 vessels for deployment in the tourism sector, the Arctic region and the logistics and offshore marine industries from its shipyards in Wismar, Rostock and Stralsund.The financial deterioration of Genting Hong Kong isn’t all Germany’s fault, however. Covid-19 has wiped out travel demand and at the start of the pandemic in early 2020, cruise operations globally were among the first to be halted.That led the industry to carry out a string of restructuring and insolvencies. Genting Hong Kong, which like many operators has offered “seacations” amid a cruise-to-nowhere trend,reported a record loss of $1.7 billion in May. The latest liquidation developments come just as Hong Kong reimposes some of its strictest virus curbs since the pandemic began.Exhausted All EffortsGenting Hong Kong said on Tuesday that a German court had rejected an application that would have provided MV Werften with access to a $88 million lifeline.“The company considers that it has exhausted all reasonable efforts to negotiate with the relevant counterparties under its financing arrangements,” it said in the statement.“The appointment of provisional liquidators is essential and in the interests of the company, its shareholders and its creditors in order to maximize the chance of success of the financial restructuring and to provide a moratorium on claims and to seek to avoid a disorderly liquidation of the company by any of its creditors,” it added.Some of Genting Hong Kong’s biggest creditors have included banks such as BNP Paribas SA, Oversea-Chinese Banking Corp. and Credit Agricole SA and DNB Bank ASA, data compiled by Bloomberg show.The company’s impending demise may not necessarily have big ramifications for other companies in the Genting group. Part of Lim Kok Thay’s sprawling gambling-to-hospitality Genting empire, Genting Hong Kong was established in the early 1990s when the Malaysian tycoon wanted to diversify risk away from the flagship hilltop casino resort in his home country.Singapore, TaiwanWhile Lim owns a 76% stake in Genting Hong Kong, the other Genting companies in Malaysia and Singapore --Genting Bhd.,Genting Singapore Ltd. and Genting Malaysia Bhd.-- have no cross shareholdings with Genting Hong Kong except for Lim being a common stakeholder in all four.And cruises out of Hong Kong are only one part of Genting Hong Kong’s business. Responding to questions from Bloomberg News on Tuesday, the company said cruises were still taking place in Singapore, Taiwan and Penang in Malaysia, with most of those voyages having resumed at reduced capacity in 2020. The company wasn’t immediately able to disclose what proportion of its business cruises from Hong Kong typically account for.Still, Genting’s financial woes come as the cruise industry as a whole faces fresh challenges brought on by surges in omicron infections. In recent days,Royal Carribean Cruises Ltd. has canceled multiple sailings, while its Celebrity Cruises line pushed out the resumption of some voyages to the end of April.Norwegian Cruise Line Holdings Ltd. canceled a Caribbean trip mid-voyage due to Covid.Those challenges dim opportunities for any of the biggest operators to pick up Genting’s assets in the event of a fire sale.Rebuilding Cash Flows“It’s clear the Asian market is attractive to all these guys, but I struggle to see investors wanting to support a transaction,” said James Ainley, director of hotels and leisure at Citi Research. “Pursuing M&A isn’t high on the agenda right now when the priority for operators has to be on getting the ships back on the water and rebuilding operating cash flows.”The biggest cruise operators, including Carnival and Royal Caribbean, have been able to raise enough liquidity to get through the worst of the pandemic, even if some may need additional financing. However a handful of smaller operators have filed for bankruptcy. Spanish cruise line Pullmantur, partly owned by Royal Caribbean, filed for bankruptcy in 2020, while Jalesh Cruises Mauritius Ltd. became the first operator in Asia to shut down the same year.Separately on Tuesday, Genting Hong Kong said that Alan Smith, Ambrose Lam Wai Hon and Justin Tan have resigned as independent non-executive directors and as such have ceased to be members of the company’s audit, remuneration and nomination committees.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995926594,"gmtCreate":1661396285520,"gmtModify":1676536511603,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"China mkt is too large to be ignored.&nbsp; Nevertheless,&nbsp; there is still a truncation risk due to regulation,&nbsp; geopolitical tension and VIE structure.&nbsp;","listText":"China mkt is too large to be ignored.&nbsp; Nevertheless,&nbsp; there is still a truncation risk due to regulation,&nbsp; geopolitical tension and VIE structure.&nbsp;","text":"China mkt is too large to be ignored. Nevertheless, there is still a truncation risk due to regulation, geopolitical tension and VIE structure.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995926594","repostId":"2261659155","repostType":2,"repost":{"id":"2261659155","kind":"news","pubTimestamp":1661352338,"share":"https://ttm.financial/m/news/2261659155?lang=&edition=fundamental","pubTime":"2022-08-24 22:45","market":"hk","language":"en","title":"Alibaba: Buy For The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2261659155","media":"Seeking Alpha","summary":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it'","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is considerably undervalued, even with the risks involved.</li><li>The value is there, and it&#39;s remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.</li><li>Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants&#39;.</li><li>The delisting concerns appear exaggerated, and Alibaba&#39;s earnings forecasts could be at rock a bottom here.</li><li>As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p>Finding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba&#39;s stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company&#39;s stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.</p><p><b>The Value Is There, And It&#39;s Remarkable</b></p><p>Alibaba&#39;s ecosystem brought in a staggering $1.2 trillion gross merchandise value (&#34;GMV&#34;) in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (&#34;AACs&#34;) in fiscal 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/095b01d0839eb4c02594d7ed45fb67d7\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Alibaba GMV (alibabagroup.com )</span></p><p>In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba&#39;s platforms vs. Amazon&#39;s.</p><p><b>Alibaba GMV - Billions of Yuan (fiscal)</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39d08924723ff429f7e170dd467dbd8e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>BABA GMV (Statista.com)</span></p><p>We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba&#39;s operations and revenues grow, it should become increasingly more profitable in the coming years.</p><p><b>Valuation - Alibaba Vs. Amazon</b></p><p>We discussed that Alibaba&#39;s GMV essentially doubled Amazon&#39;s in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon&#39;s market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba&#39;s GMV was double Amazon&#39;s, but Amazon&#39;s market cap is nearly six times higher than Alibaba&#39;s. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.</p><p><b>EPS Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c37d53f755829928c520644537c749b\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\"/><span>EPS Estimates (SeekingAlpha.com )</span></p><p>We see that Alibaba is in a transitory phase of EPS decline. This year&#39;s EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba&#39;s share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year&#39;s consensus EPS estimates. However, we should see growth, and the company&#39;s substantial EPS potential makes this stock very cheap.</p><p>Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba&#39;s current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.</p><p><b>Growth Will Return</b></p><p><b>Revenue Estimates</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e525aa6ca15da9ee35e9ee3cba5f162\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/><span>Revenue estimates (SeekingAlpha.com )</span></p><p>Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba&#39;s potential. I suspect Alibaba&#39;s sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.</p><p><b>The Downside Is Limited</b></p><p>The downside is probably quite limited now because of the negativity that&#39;s been priced into Alibaba over the last two years. We&#39;ve seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China&#39;s economy, geopolitical pressures, and more. Alibaba&#39;s market cap has dwindled from nearly $1 trillion to only $237 billion. The company&#39;s P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba&#39;s stock get delisted?</p><p><b>The Probability Of Delisting Appears Low</b></p><p>Investing is a risk, in any case. We don&#39;t know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?</p><p><b>Chinese Stocks: Out Of Favor - For Now</b></p><p>We&#39;ve seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC&#39;s HFCAA means that if the Chinese government does not permit American regulators to inspect the company&#39;s books within three years, its stock could be delisted from U.S. exchanges. It&#39;s fair to mention that essentially all Chinese companies are on the SEC&#39;s HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.</p><p>The debate over Chinese auditing firms has gone on for a long time. However, if more than <b>$1 trillion</b> worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. </p><p>Additionally, it is not in the U.S.&#39;s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.&#39;s trade deficit with China was more than $350 billion. At the current pace, this year&#39;s trade deficit with China should be about $400 billion. China is one of the U.S.&#39;s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.</p><p><b>Bottom Line: Where Alibaba Could Be In Several Years</b></p><p>Let&#39;s put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba&#39;s stock move a lot higher.</p><p><b>Here&#39;s where I see shares heading in the long run:</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93f94b0df9cc6e7a739bd7aeef4772c4\" tg-width=\"918\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Source: The Financial Prophet</span></p><p>Provided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts&#39; higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba&#39;s P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach <b>$500</b> by 2030 or sooner.</p><p><b>Risks For Alibaba</b></p><p>While I&#39;m bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba&#39;s growth and profits. The company&#39;s growth could be worse than my current anticipation. Also, Alibaba&#39;s profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.</p><p><i>This article was written by Victor Dergunov</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>Alibaba: Buy For The Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Buy For The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4536393-alibaba-buy-for-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261659155","content_text":"SummaryAlibaba is considerably undervalued, even with the risks involved.The value is there, and it's remarkable. Alibaba achieved a GMV of $1.2 trillion in fiscal 2021, doubling Amazon.Yet, Alibaba gets no respect, commanding a market cap of 1/6 of the American retail giants'.The delisting concerns appear exaggerated, and Alibaba's earnings forecasts could be at rock a bottom here.As uncertainties fade, Alibaba should return to growth and improved profitability, driving its share price significantly higher in the coming years.Robert WayFinding dominant market-leading companies that offer substantial value and significant growth potential at reasonable valuations has not been easy lately. However, when considering a company to own for the next five to ten years, one name stands out above the rest, Alibaba (NYSE:BABA). I know Alibaba is a Chinese company. Currently, Chinese stocks are out of favor and are perceived as higher-risk investments. However, I cannot ignore how cheap Alibaba has become. While there is increased risk, there is also substantial reward potential. Investing would be easy if we knew where Alibaba's stock would be in five to ten years. However, Investing is complex, and the truth is that Alibaba could be at $500, or its stock may not be listed on U.S. stock exchanges several years from now. Nevertheless, delisting fears appear exaggerated, and Alibaba has become remarkably cheap considering its potential. Therefore, the company's stock could go much higher as it returns to growth, illustrating that it offers significant value to investors and uncertainties fade.The Value Is There, And It's RemarkableAlibaba's ecosystem brought in a staggering $1.2 trillion gross merchandise value (\"GMV\") in fiscal 2021. Additionally, the company reported more than a billion annual active consumers (\"AACs\") in fiscal 2021.Alibaba GMV (alibabagroup.com )In comparison, Amazon (AMZN) reported a GMV of $600 billion in 2021. This metric illustrates that the value of goods sold in 2021 (fiscal 2021 for Alibaba) was roughly double on Alibaba's platforms vs. Amazon's.Alibaba GMV - Billions of Yuan (fiscal)BABA GMV (Statista.com)We see the significant GMV growth continuing through fiscal 2022, implying that the company can continue expanding GMV and revenues as it advances. Moreover, as Alibaba's operations and revenues grow, it should become increasingly more profitable in the coming years.Valuation - Alibaba Vs. AmazonWe discussed that Alibaba's GMV essentially doubled Amazon's in 2021. Despite this sales dynamic, Alibaba is valued at about $237 billion, while Amazon's market cap is around $1.4 trillion. Therefore, we see a massive disconnect in valuations here, as Alibaba's GMV was double Amazon's, but Amazon's market cap is nearly six times higher than Alibaba's. Going by this GMV to market cap valuation, we see that Amazon is valued at around 12 x Alibaba now. Looking at other valuation metrics, we see that Alibaba is dramatically undervalued.EPS EstimatesEPS Estimates (SeekingAlpha.com )We see that Alibaba is in a transitory phase of EPS decline. This year's EPS should come in at about $7.30, roughly a 7% YoY decline. We must consider that temporary earnings declines are typically the best periods to pick up company shares on the cheap, at a deep discount. Alibaba's share price is down by 72% from its all-time highs. As of writing this article, Alibaba is at about $90, putting its P/E ratio at just 12.3 times this year's consensus EPS estimates. However, we should see growth, and the company's substantial EPS potential makes this stock very cheap.Also, we must consider that during an earnings decline phase, EPS estimates typically get brought down considerably, often by too much, overshooting on the downside. Therefore, there is a high probability that Alibaba can surpass current depressed EPS estimates and could report towards the higher end of the estimated fingers in future years. While consensus estimates are for about $10 for fiscal 2025, I believe Alibaba could report EPS closer to $12. Considering Alibaba's current stock price, the company may be trading at just 7.5 times forward (fiscal 2025) earnings now.Growth Will ReturnRevenue EstimatesRevenue estimates (SeekingAlpha.com )Despite the slowdown to around 5-6% YoY revenue growth this year, sales growth should rebound to double-digits as the company advances. Consensus revenue estimates point to approximately $200 billion in fiscal 2027, but this figure may be lowballing Alibaba's potential. I suspect Alibaba's sales could hit about $230 billion in 2027, and the company may register approximately $300 billion in revenues by 2030.The Downside Is LimitedThe downside is probably quite limited now because of the negativity that's been priced into Alibaba over the last two years. We've seen massive fines, government crackdowns, Ant IPO controversy, tensions between Jack Ma and Beijing, hedge fund blowups, a slowdown in China's economy, geopolitical pressures, and more. Alibaba's market cap has dwindled from nearly $1 trillion to only $237 billion. The company's P/E valuation has crashed from around 30 to just 12. Therefore, unless something unexpected and considerable transpires (black Swan event), the downside is probably limited now. And still, one uncertainty lurks in the minds of many market participants. Will Alibaba's stock get delisted?The Probability Of Delisting Appears LowInvesting is a risk, in any case. We don't know if a company will report strong earnings, continue growing, or possibly go bankrupt much of the time. However, a recent phenomenon to grip markets is the fear of investing in Chinese stocks. Many Chinese companies were Wall St. darlings in the early and mid-2000s. Alibaba even posted the largest IPO in history for its time, raising a whopping $25 billion. However, much has changed in several years. Investors are no longer clamoring to get into Alibaba. They are running for the doors. So, what has changed?Chinese Stocks: Out Of Favor - For NowWe've seen a worsening in relations between the U.S. and China, economically, geopolitically, and generally. There have been questions regarding the accounting standards used in China. That is why the SEC recently put Alibaba on its HFCAA list. Being put on the SEC's HFCAA means that if the Chinese government does not permit American regulators to inspect the company's books within three years, its stock could be delisted from U.S. exchanges. It's fair to mention that essentially all Chinese companies are on the SEC's HFCAA list now. So, will all Chinese companies, including Alibaba, be delisted from U.S. stock exchanges? I believe not.The debate over Chinese auditing firms has gone on for a long time. However, if more than $1 trillion worth of Chinese stocks get delisted from U.S. exchanges, Beijing has a lot to lose. Additionally, it is not in the U.S.'s interests to boot Chinese companies from its markets, as it would further erode relations. The U.S. and China are tremendous trading partners, with the U.S. importing far more than it exports to China. The U.S. exports roughly $11 billion of goods each month to China while importing $40-50 billion. Last year, the U.S.'s trade deficit with China was more than $350 billion. At the current pace, this year's trade deficit with China should be about $400 billion. China is one of the U.S.'s biggest trading partners and the U.S. imports more goods from China than from anyone (more than $500 billion in 2021). The U.S. benefits significantly from its trading relationship with China and is likelier to repair relations than ruin them over accounting concerns.Bottom Line: Where Alibaba Could Be In Several YearsLet's put aside the delisting fears. Also, we should consider that much of the bad news is behind Alibaba and that brighter days are ahead. Moreover, current earnings and EPS estimates are probably around the bottom. Furthermore, Alibaba should return to growth and could achieve more robust revenue and EPS growth than most estimates are suggesting now. Therefore, we could see Alibaba's stock move a lot higher.Here's where I see shares heading in the long run:Source: The Financial ProphetProvided the depressed atmosphere surrounding Alibaba, current estimates may be on the low end of the spectrum. Therefore, Alibaba may achieve analysts' higher-end revenue and EPS projections. Also, I am incorporating a gradual increase in Alibaba's P/E multiple. The company commanded a P/E ratio of 20-30 or higher in previous years. It may return to 20 (or higher) in the coming years as the uncertainty fades and the company returns to growth and increases profitability. Provided Alibaba achieves these estimates, its stock price could reach $500 by 2030 or sooner.Risks For AlibabaWhile I'm bullish on Alibaba, various factors could occur that may derail my bullish thesis for the company. For instance, the China could resume its tough stance and clamp down further on Alibaba and other Chinese tech giants. Moreover, despite the optimistic tone from Chinese authorities, U.S. regulators could still decide to delist Alibaba. Increased competition could impact Alibaba's growth and profits. The company's growth could be worse than my current anticipation. Also, Alibaba's profitability could continue to struggle for various reasons. This investment has numerous risks, and shares are very cheap right now. I believe Alibaba remains an elevated risk/high reward investment, and investors should carefully examine the risks before opening a position in Alibaba stock.This article was written by Victor Dergunov","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901873659,"gmtCreate":1659171690871,"gmtModify":1676536268642,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK Lim","avatar":"https://community-static.tradeup.com/news/461a746573fd08d26edd4c30fa270ab0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104646697158940","authorIdStr":"4104646697158940"},"themes":[],"htmlText":"Great Insight","listText":"Great Insight","text":"Great Insight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901873659","repostId":"2255055705","repostType":2,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004380340,"gmtCreate":1642507681200,"gmtModify":1676533716622,"author":{"id":"4104646697158940","authorId":"4104646697158940","name":"YK 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see that the coy is undervalued.&nbsp;","listText":"too bad. look like somebody see that the coy is undervalued.&nbsp;","text":"too bad. look like somebody see that the coy is undervalued.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079742887","repostId":"2245028857","repostType":2,"repost":{"id":"2245028857","kind":"news","pubTimestamp":1655799054,"share":"https://ttm.financial/m/news/2245028857?lang=&edition=fundamental","pubTime":"2022-06-21 16:10","market":"sg","language":"en","title":"A sale of Hong Kong telecommunications provider HKBN has stalled as potential buyers express concerns over valuation amid market volatility","url":"https://stock-news.laohu8.com/highlight/detail?id=2245028857","media":"Bloomberg:","summary":"A sale of Hong Kong telecommunications provider HKBN has stalled as potential buyers express concern","content":"<div>\n<p>A sale of Hong Kong telecommunications provider HKBN has stalled as potential buyers express concerns over valuation amid market volatility</p>\n\n<a href=\"https://t.co/oejmtCIOov\">Web Link</a>\n\n</div>\n","source":"redbox_twitter","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>A sale of Hong Kong telecommunications provider HKBN has stalled as potential buyers express concerns over valuation amid market volatility</title>\n<style 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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\">\nA sale of Hong Kong telecommunications provider HKBN has stalled as potential buyers express concerns over valuation amid market volatility\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://t.co/oejmtCIOov><strong>Bloomberg:</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A sale of Hong Kong telecommunications provider HKBN has stalled as potential buyers express concerns over valuation amid market volatility</p>\n\n<a href=\"https://t.co/oejmtCIOov\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1536":"电信股","BK1133":"综合电信业务","01310":"香港宽频"},"source_url":"https://t.co/oejmtCIOov","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245028857","content_text":"A sale of Hong Kong telecommunications provider HKBN has stalled as potential buyers express concerns over valuation amid market volatility","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}