LesterTan personal page - To The Moon

LesterTan

LesterTan

No personal profile

19Follow

20Followers

0Topic

0Badge

04-27

Options trading can be profitable

2022-10-10

$Alphabet(GOOGL)$Buy before it goes to the moon. Long term price target $150. Solid free cash flow n it's spinning money.

2022-10-10

$Las Vegas Sands(LVS)$With Macau reopening, this share is poised to grow. Besides it's a cash business

04-13

Buy the dips for strong companies eg unh, googl, amzn & even baba!

04-28

Hi all, just sharing my crm position. Positive returns!

03-04

Googl is undervalued. Target $180. Buy now.

Is Google in Danger of Being Replaced?

2022-12-31

With sg reopening, genting n banks are winners

2022 Recap: Which Singapore Stocks Are Winners?

05-19 08:22

Losing YOUR $ yet collecting fat mgt fee annually. It's A joke!

Why Cathie Wood's ARK Innovation ETF Is Struggling in 2024 despite a Rally in U.S. Stocks

2023-03-07

I bought all 3.

Nasdaq Bear Market: 3 Unstoppable Stocks Still Down 37% or More That You'll Regret Not Buying on the Dip

2022-05-29

My recent buys are fb & google. Both are cash machines!

Alphabet, Facebook, and 4 More Bargain Stocks to Buy Now

2022-10-08

$Taiwan Semiconductor Manufacturing(TSM)$Clear buy!

2022-07-08

Buy amzn. $ making machine!

Amazon Inks Big Office Lease in Singapore, Business Times Says

2022-07-07

If uob & Ocbc can survive Covid, they proved their biz Is solid. Besides, both are at support levels now. It's definitely a buy!

UOB and OCBC’s Share Prices Are Nearing Their 52-Week Lows: Can They Recover?

2022-06-10

Tsm is grossly undervalued. It's free cash flow is amazing. Buy!

TSMC’s $100 Billion Wipeout Fails to Faze Bullish Analysts

2022-10-08

$Taiwan Semiconductor Manufacturing(TSM)$$ spinning machine, buy.

2022-05-17

I'll only buy Sea if it shows constant profits. In this regard, baba is a better buy since it is still profitable despite the crackdown.

One-Time Richest Singapore Tycoon Has Lost 80% of His Fortune

2023-03-11

The perils of short selling

Sorry, the original content has been removed

2023-01-07

Another positive for baba. Shares will be up

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":4105421923397120,"uuid":"4105421923397120","gmtCreate":1642321794280,"gmtModify":1649764068922,"name":"LesterTan","pinyin":"lestertan","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":20,"headSize":19,"tweetSize":173,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.19","exceedPercentage":"93.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.14%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.19","exceedPercentage":"93.25%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":307504381112344,"gmtCreate":1716078120119,"gmtModify":1716078124197,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Losing YOUR $ yet collecting fat mgt fee&nbsp; annually.&nbsp; It's A joke!","listText":"Losing YOUR $ yet collecting fat mgt fee&nbsp; annually.&nbsp; It's A joke!","text":"Losing YOUR $ yet collecting fat mgt fee annually. It's A joke!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307504381112344","repostId":"2436947523","repostType":4,"repost":{"id":"2436947523","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1715992739,"share":"https://www.laohu8.com/m/news/2436947523?lang=&edition=full","pubTime":"2024-05-18 08:38","market":"nz","language":"en","title":"Why Cathie Wood's ARK Innovation ETF Is Struggling in 2024 despite a Rally in U.S. Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2436947523","media":"Dow Jones","summary":"One research analyst prefers the Nasdaq for exposure to 'disruptive innovation'. Cathie Wood's ARK Innovation ETF is struggling even as the U.S. stock market has jumped this year, with the fund unlikely to catch a bid until the Federal Reserve begins cutting interest rates, according to DataTrek Research.The exchange-traded fund is \"heavily weighted towards struggling disruptive tech themes that have yet to return to their winning pandemic ways, even as the S&P and Nasdaq just made all-time highs,\" said Jessica Rabe, co-founder of DataTrek, in a note emailed Friday.Shares of the ARK Innovation ETF ARKK - which is managed by Wood, ARK Investment Management's founder and chief executive - are down more than 13% so far this year, according to FactSet data, at last check. By contrast, the S&P 500 SPX and technology-heavy Nasdaq Composite COMP were both posting year-to-date gains of nearly 11%, after each index closed at a record peak on May 15.Many investors expect the Fed may begin loweri","content":"<html><head></head><body><p>Cathie Wood&#39;s ARK Innovation ETF is struggling even as the U.S. stock market has jumped this year, with the fund unlikely to catch a bid until the Federal Reserve begins cutting interest rates, according to DataTrek Research.</p><p>The exchange-traded fund is &#34;heavily weighted towards struggling disruptive tech themes that have yet to return to their winning pandemic ways, even as the S&amp;P and Nasdaq just made all-time highs,&#34; said Jessica Rabe, co-founder of DataTrek, in a note emailed Friday.</p><p>Shares of the ARK Innovation ETF ARKK - which is managed by Wood, ARK Investment Management&#39;s founder and chief executive - are down more than 13% so far this year, according to FactSet data, at last check. By contrast, the S&amp;P 500 SPX and technology-heavy Nasdaq Composite COMP were both posting year-to-date gains of nearly 11%, after each index closed at a record peak on May 15.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0652487b8d31de20214a271c5ff4df9\" tg-width=\"965\" tg-height=\"666\"/></p><p>The ARK Innovation ETF, which is a proxy for speculative technology stocks in the U.S., is &#34;extremely volatile and its one-year performance relative to the S&amp;P looks like a rollercoaster back to its inception in 2014,&#34; Rabe noted.</p><p>DataTrek highlighted the ETF&#39;s top holdings in the table below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/757964888e65fbf84aa347455c2d44fc\" tg-width=\"700\" tg-height=\"487\"/></p><p>The ETF&#39;s largest 10 holdings represent about 60% of its weight, with seven of the equities down this year, according to the DataTrek note. Three of the fund&#39;s top 10 exposures are unprofitable - including <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU), Roblox Corp. <a href=\"https://laohu8.com/S/RBLX\">$(RBLX)$</a> and Crispr <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> <a href=\"https://laohu8.com/S/CRSP\">$(CRSP)$</a> - &#34;while the rest trade very rich to the S&amp;P on average,&#34; Rabe said.</p><p>The S&amp;P 500 was trading down modestly Friday afternoon at around 5,288 points, though the widely followed index was still on track for a fourth straight week of gains, FactSet data show, at last check. The ARK Innovation ETF was up 0.8% on Friday afternoon for a month-to-date gain of around 4.3%.</p><p>One thing the ARK Innovation ETF&#39;s top 10 holdings have in common is that they all peaked during the COVID-19 pandemic, Rabe found.</p><p>&#34;We don&#39;t see ARKK&#39;s names catching a bid until the Fed starts cutting rates and yields move sustainably lower to help support their hefty valuations,&#34; she wrote, citing the ticker for the ETF.</p><p>&#34;As we have said many times over the last few years, we prefer the Nasdaq Composite&#34; or Nasdaq-100 index NDX tracked by the Invesco QQQ Trust Series I QQQ &#34;as better ways to play the theme of disruptive innovation,&#34; Rabe added.</p><p>A spokesperson for Wood and her firm didn&#39;t immediately provide comment on the performance of the ARK Innovation ETF.</p><p>Many investors expect the Fed may begin lowering its benchmark rate later this year, with federal-funds futures pointing to a potential first cut in September, according to the CME FedWatch Tool.</p><p>Meanwhile, U.S. stocks have rallied this month amid a decline in Treasury yields. The S&amp;P 500 is up 5.1% so far in May, while the Nasdaq has advanced 6.3% and the Dow Jones Industrial Average DJIA has gained 5.6%, according to FactSet data, at last check.</p><p>In the bond market, the yield on the 10-year Treasury note BX:TMUBMUSD10Y was trading around 4.42% on Friday afternoon.</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>Why Cathie Wood's ARK Innovation ETF Is Struggling in 2024 despite a Rally in U.S. Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Cathie Wood's ARK Innovation ETF Is Struggling in 2024 despite a Rally in U.S. Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-18 08:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cathie Wood&#39;s ARK Innovation ETF is struggling even as the U.S. stock market has jumped this year, with the fund unlikely to catch a bid until the Federal Reserve begins cutting interest rates, according to DataTrek Research.</p><p>The exchange-traded fund is &#34;heavily weighted towards struggling disruptive tech themes that have yet to return to their winning pandemic ways, even as the S&amp;P and Nasdaq just made all-time highs,&#34; said Jessica Rabe, co-founder of DataTrek, in a note emailed Friday.</p><p>Shares of the ARK Innovation ETF ARKK - which is managed by Wood, ARK Investment Management&#39;s founder and chief executive - are down more than 13% so far this year, according to FactSet data, at last check. By contrast, the S&amp;P 500 SPX and technology-heavy Nasdaq Composite COMP were both posting year-to-date gains of nearly 11%, after each index closed at a record peak on May 15.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0652487b8d31de20214a271c5ff4df9\" tg-width=\"965\" tg-height=\"666\"/></p><p>The ARK Innovation ETF, which is a proxy for speculative technology stocks in the U.S., is &#34;extremely volatile and its one-year performance relative to the S&amp;P looks like a rollercoaster back to its inception in 2014,&#34; Rabe noted.</p><p>DataTrek highlighted the ETF&#39;s top holdings in the table below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/757964888e65fbf84aa347455c2d44fc\" tg-width=\"700\" tg-height=\"487\"/></p><p>The ETF&#39;s largest 10 holdings represent about 60% of its weight, with seven of the equities down this year, according to the DataTrek note. Three of the fund&#39;s top 10 exposures are unprofitable - including <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU), Roblox Corp. <a href=\"https://laohu8.com/S/RBLX\">$(RBLX)$</a> and Crispr <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> <a href=\"https://laohu8.com/S/CRSP\">$(CRSP)$</a> - &#34;while the rest trade very rich to the S&amp;P on average,&#34; Rabe said.</p><p>The S&amp;P 500 was trading down modestly Friday afternoon at around 5,288 points, though the widely followed index was still on track for a fourth straight week of gains, FactSet data show, at last check. The ARK Innovation ETF was up 0.8% on Friday afternoon for a month-to-date gain of around 4.3%.</p><p>One thing the ARK Innovation ETF&#39;s top 10 holdings have in common is that they all peaked during the COVID-19 pandemic, Rabe found.</p><p>&#34;We don&#39;t see ARKK&#39;s names catching a bid until the Fed starts cutting rates and yields move sustainably lower to help support their hefty valuations,&#34; she wrote, citing the ticker for the ETF.</p><p>&#34;As we have said many times over the last few years, we prefer the Nasdaq Composite&#34; or Nasdaq-100 index NDX tracked by the Invesco QQQ Trust Series I QQQ &#34;as better ways to play the theme of disruptive innovation,&#34; Rabe added.</p><p>A spokesperson for Wood and her firm didn&#39;t immediately provide comment on the performance of the ARK Innovation ETF.</p><p>Many investors expect the Fed may begin lowering its benchmark rate later this year, with federal-funds futures pointing to a potential first cut in September, according to the CME FedWatch Tool.</p><p>Meanwhile, U.S. stocks have rallied this month amid a decline in Treasury yields. The S&amp;P 500 is up 5.1% so far in May, while the Nasdaq has advanced 6.3% and the Dow Jones Industrial Average DJIA has gained 5.6%, according to FactSet data, at last check.</p><p>In the bond market, the yield on the 10-year Treasury note BX:TMUBMUSD10Y was trading around 4.42% on Friday afternoon.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","SH":"标普500反向ETF","VOO":"Vanguard标普500ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","ARKK":"ARK Innovation ETF","FDN":"First Trust Dow Jones Internet I",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","BK4593":"纳斯达克ETF","RBLX":"Roblox Corporation","BK4139":"生物科技","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","CRSP":"CRISPR Therapeutics AG","COMP":"Compass, Inc.","BK4524":"宅经济概念","QQQ":"纳指100ETF","BK4588":"碎股","IVV":"标普500指数ETF","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","ROKU":"Roku Inc","QID":"纳指两倍做空ETF","BK4079":"房地产服务","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","SDS":"两倍做空标普500ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436947523","content_text":"Cathie Wood's ARK Innovation ETF is struggling even as the U.S. stock market has jumped this year, with the fund unlikely to catch a bid until the Federal Reserve begins cutting interest rates, according to DataTrek Research.The exchange-traded fund is \"heavily weighted towards struggling disruptive tech themes that have yet to return to their winning pandemic ways, even as the S&P and Nasdaq just made all-time highs,\" said Jessica Rabe, co-founder of DataTrek, in a note emailed Friday.Shares of the ARK Innovation ETF ARKK - which is managed by Wood, ARK Investment Management's founder and chief executive - are down more than 13% so far this year, according to FactSet data, at last check. By contrast, the S&P 500 SPX and technology-heavy Nasdaq Composite COMP were both posting year-to-date gains of nearly 11%, after each index closed at a record peak on May 15.The ARK Innovation ETF, which is a proxy for speculative technology stocks in the U.S., is \"extremely volatile and its one-year performance relative to the S&P looks like a rollercoaster back to its inception in 2014,\" Rabe noted.DataTrek highlighted the ETF's top holdings in the table below.The ETF's largest 10 holdings represent about 60% of its weight, with seven of the equities down this year, according to the DataTrek note. Three of the fund's top 10 exposures are unprofitable - including Roku Inc. (ROKU), Roblox Corp. $(RBLX)$ and Crispr Therapeutics $(CRSP)$ - \"while the rest trade very rich to the S&P on average,\" Rabe said.The S&P 500 was trading down modestly Friday afternoon at around 5,288 points, though the widely followed index was still on track for a fourth straight week of gains, FactSet data show, at last check. The ARK Innovation ETF was up 0.8% on Friday afternoon for a month-to-date gain of around 4.3%.One thing the ARK Innovation ETF's top 10 holdings have in common is that they all peaked during the COVID-19 pandemic, Rabe found.\"We don't see ARKK's names catching a bid until the Fed starts cutting rates and yields move sustainably lower to help support their hefty valuations,\" she wrote, citing the ticker for the ETF.\"As we have said many times over the last few years, we prefer the Nasdaq Composite\" or Nasdaq-100 index NDX tracked by the Invesco QQQ Trust Series I QQQ \"as better ways to play the theme of disruptive innovation,\" Rabe added.A spokesperson for Wood and her firm didn't immediately provide comment on the performance of the ARK Innovation ETF.Many investors expect the Fed may begin lowering its benchmark rate later this year, with federal-funds futures pointing to a potential first cut in September, according to the CME FedWatch Tool.Meanwhile, U.S. stocks have rallied this month amid a decline in Treasury yields. The S&P 500 is up 5.1% so far in May, while the Nasdaq has advanced 6.3% and the Dow Jones Industrial Average DJIA has gained 5.6%, according to FactSet data, at last check.In the bond market, the yield on the 10-year Treasury note BX:TMUBMUSD10Y was trading around 4.42% on Friday afternoon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306357230588200,"gmtCreate":1715829496407,"gmtModify":1715829499978,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Once Uob has fully integrated it's recently bought &nbsp;biz from citi, it'll fly to the moon. Take advantage n buy now.","listText":"Once Uob has fully integrated it's recently bought &nbsp;biz from citi, it'll fly to the moon. Take advantage n buy now.","text":"Once Uob has fully integrated it's recently bought biz from citi, it'll fly to the moon. Take advantage n buy now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306357230588200","repostId":"2435797687","repostType":4,"repost":{"id":"2435797687","pubTimestamp":1715825348,"share":"https://www.laohu8.com/m/news/2435797687?lang=&edition=full","pubTime":"2024-05-16 10:09","market":"sg","language":"en","title":"DBS, OCBC or UOB: Which of the Three Singapore Banks Should You Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2435797687","media":"The Smart Investor","summary":"It can be a tough decision to decide between the three big local banks. We simplify the decision by comparing various metrics across the lenders.","content":"<html><head></head><body><p>The earnings season for the first quarter of 2024 (1Q 2024) is almost over.</p><p>Singapore’s three big banks have handed in their report cards in an environment of “higher-for-longer” interest rates.</p><p><strong>DBS Group</strong> (SGX: D05) was the first to report and announce a stellar set of results with net profit hitting a new record.</p><p><strong>United Overseas Bank</strong> (SGX: U11), or UOB, was next but delivered a subdued performance for 1Q 2024.</p><p><strong>OCBC Ltd</strong> (SGX: O39) was the last of the trio to announce its earnings and it, too, saw its net profit hit a new record.</p><p>If you are looking for one of the banks to invest in, you are in luck.</p><p>We place the three side by side to determine which is the best bank you should purchase.</p><h2 id=\"id_2540610619\">Financials</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85f16851be4b0c8deeca9534a80240be\" tg-width=\"800\" tg-height=\"276\"/></p><p>Source: Banks’ Earnings Reports</p><p>First off, we look at each bank’s financial performance.</p><p>There was a wide spread across the trio with DBS leading the pack with a 12.6% year on year increase in total income.</p><p>DBS saw its net interest income rise 8% year on year while its fee and commission income hit a new high of S$1 billion for the quarter.</p><p>UOB, on the other hand, saw its total income remain flat year on year as its net interest income fell 2% year on year while fee income rose 5% year on year.</p><p>For net profit, DBS is the clear winner with a near-15% year on year rise to S$2.95 billion as expenses rose less than total income.</p><p>OCBC came in second place with a decent performance – its total income rose 8% year on year on the back of a 4% year-on-year increase in net interest income.</p><p>OCBC managed to improve its net profit for 1Q 2024 by 5% year on year to nearly S$2 billion.</p><p><strong>Winner: DBS</strong></p><h2 id=\"id_3203690406\">Loan book and net interest margin (NIM)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6a0d1631d729f04a1db2678f1990e943\" tg-width=\"797\" tg-height=\"307\"/></p><p>Source: Banks’ Earnings Reports</p><p>Next, we examine each bank’s loan book and net interest margin (NIM).</p><p>The three banks all reported a year-on-year rise in their loan books with the average rise being around 2%.</p><p>For NIM, OCBC has the highest among the trio at 2.27% for 1Q 2024.</p><p>However, investors should note that OCBC’s NIM had dipped by 0.03 percentage points from 2.3% a year ago.</p><p>Its 1Q 2024 NIM was also lower than the previous quarter’s 2.29%.</p><p>DBS, on the other hand, reported a slight year-on-year and quarter-on-quarter increase for its NIM, which came in at 2.14% for 1Q 2024.</p><p>UOB saw the largest year-on-year NIM decline among the three banks with a 0.12 percentage point drop.</p><p>OCBC still emerges as the winner as its NIM is the highest while remaining fairly stable year on year.</p><p><strong>Winner: OCBC</strong></p><h2 id=\"id_2998773557\">Cost-to-income ratio (CIR)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/907ead3182a6e6226e65326476b63afb\" tg-width=\"800\" tg-height=\"217\"/></p><p>Source: Banks’ Earnings Reports</p><p>The next metric to look at is each bank’s cost-to-income ratio (CIR).</p><p>The CIR is the ratio of the bank’s total expenses to its total income and a lower ratio signifies that a bank has its expenses well-controlled.</p><p>OCBC is once again the winner here with the lowest CIR among the three banks for 1Q 2024.</p><p>However, credit should be given to DBS for improving its CIR both year-on-year and quarter-on-quarter.</p><p>While UOB also saw an improvement in its CIR, it was the only bank with its CIR consistently above 40%.</p><p><strong>Winner: OCBC</strong></p><h2 id=\"id_2158381337\">Non-performing loans (NPL) ratio</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9d0bbec405f03b498d04ff8dc494fecc\" tg-width=\"802\" tg-height=\"217\"/></p><p>Source: Banks’ Earnings Reports</p><p>Moving on to the non-performing loans (NPL) ratio, OCBC once again is the winner with the lowest NPL ratio.</p><p>As a reminder, the NPL ratio measures the credit quality of a bank’s loan book.</p><p>Hence, a lower NPL ratio will imply that a bank’s loan book has a lower level of problematic borrowers.</p><p><strong>Winner: OCBC</strong></p><h2 id=\"id_2373484926\">Return on equity (ROE)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2f645e00df00f75093db4ccab3ceacf1\" tg-width=\"801\" tg-height=\"221\"/></p><p>Source: Banks’ Earnings Reports</p><p>A bank’s return on equity measures the amount of profit generated per dollar of capital, so a higher ROE is a signal that a bank is more profitable with less capital.</p><p>On this front, DBS is the clear winner with its ROE hitting an all-time high of 19.4% for 1Q 2024.</p><p>DBS also saw a sharp increase of 3.2 percentage points for its ROE from the previous quarter (4Q 2023).</p><p>OCBC also saw a 2.3 percentage point ROE improvement while UOB’s improvement came in at just 0.2 percentage points over the same period.</p><p><strong>Winner: DBS</strong></p><h2 id=\"id_3580577200\">Valuation</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dafa1f900a970d465b08c1d1aaeafa2b\" tg-width=\"798\" tg-height=\"217\"/></p><p>Source: Banks’ Earnings Reports</p><p>When it comes to valuation, DBS is the most expensive bank of the three with a price-to-book (P/B) ratio of 1.64 times.</p><p>UOB and OCBC are both valued at 1.13 times and 1.16 times P/B, respectively, making them much more affordable compared to Singapore’s largest bank.</p><p><strong>Winner: UOB</strong></p><h2 id=\"id_2844377570\">Get Smart: A tough choice</h2><p>A clear decision is not easy in this case as both OCBC and DBS score points on different attributes.</p><p>While OCBC has the highest NIM and the lowest CIR and NPL ratio, DBS scores points in raising its net profit and knocking the ball out of the park with the highest ROE.</p><p>Investors need to decide which metrics are more important in their decision-making process.</p><p>Another factor to consider is that DBS pays out a quarterly dividend while the other two banks only pay dividends every six months.</p><p>For 1Q 2024, DBS declared an interim dividend of S$0.54 per share, a 42% increase over the prior year’s S$0.38.</p><p>Attention: Investors aiming for both growth and peace of mind. We’ve pinpointed 5 SGX stocks known for consistent dividends. If you want to build a retirement portfolio, but don’t want the stress of stock watching, this report is for you. Click HERE to download now.</p><p></p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DBS, OCBC or UOB: Which of the Three Singapore Banks Should You Buy?</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\">\nDBS, OCBC or UOB: Which of the Three Singapore Banks Should You Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-16 10:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/dbs-ocbc-or-uob-which-of-the-three-singapore-banks-should-you-buy/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The earnings season for the first quarter of 2024 (1Q 2024) is almost over.Singapore’s three big banks have handed in their report cards in an environment of “higher-for-longer” interest rates.DBS ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/dbs-ocbc-or-uob-which-of-the-three-singapore-banks-should-you-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK6523":"ESG概念","U11.SI":"大华银行","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","BK4161":"工业机械","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","O39.SI":"华侨银行","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999001689.USD":"施罗德亚洲成长股票","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","LU0048597586.USD":"富达亚洲焦点A","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU0048573645.USD":"富达东盟基金","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","D05.SI":"星展集团控股","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","BK6516":"银行与投资服务概念","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD"},"source_url":"https://thesmartinvestor.com.sg/dbs-ocbc-or-uob-which-of-the-three-singapore-banks-should-you-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435797687","content_text":"The earnings season for the first quarter of 2024 (1Q 2024) is almost over.Singapore’s three big banks have handed in their report cards in an environment of “higher-for-longer” interest rates.DBS Group (SGX: D05) was the first to report and announce a stellar set of results with net profit hitting a new record.United Overseas Bank (SGX: U11), or UOB, was next but delivered a subdued performance for 1Q 2024.OCBC Ltd (SGX: O39) was the last of the trio to announce its earnings and it, too, saw its net profit hit a new record.If you are looking for one of the banks to invest in, you are in luck.We place the three side by side to determine which is the best bank you should purchase.FinancialsSource: Banks’ Earnings ReportsFirst off, we look at each bank’s financial performance.There was a wide spread across the trio with DBS leading the pack with a 12.6% year on year increase in total income.DBS saw its net interest income rise 8% year on year while its fee and commission income hit a new high of S$1 billion for the quarter.UOB, on the other hand, saw its total income remain flat year on year as its net interest income fell 2% year on year while fee income rose 5% year on year.For net profit, DBS is the clear winner with a near-15% year on year rise to S$2.95 billion as expenses rose less than total income.OCBC came in second place with a decent performance – its total income rose 8% year on year on the back of a 4% year-on-year increase in net interest income.OCBC managed to improve its net profit for 1Q 2024 by 5% year on year to nearly S$2 billion.Winner: DBSLoan book and net interest margin (NIM)Source: Banks’ Earnings ReportsNext, we examine each bank’s loan book and net interest margin (NIM).The three banks all reported a year-on-year rise in their loan books with the average rise being around 2%.For NIM, OCBC has the highest among the trio at 2.27% for 1Q 2024.However, investors should note that OCBC’s NIM had dipped by 0.03 percentage points from 2.3% a year ago.Its 1Q 2024 NIM was also lower than the previous quarter’s 2.29%.DBS, on the other hand, reported a slight year-on-year and quarter-on-quarter increase for its NIM, which came in at 2.14% for 1Q 2024.UOB saw the largest year-on-year NIM decline among the three banks with a 0.12 percentage point drop.OCBC still emerges as the winner as its NIM is the highest while remaining fairly stable year on year.Winner: OCBCCost-to-income ratio (CIR)Source: Banks’ Earnings ReportsThe next metric to look at is each bank’s cost-to-income ratio (CIR).The CIR is the ratio of the bank’s total expenses to its total income and a lower ratio signifies that a bank has its expenses well-controlled.OCBC is once again the winner here with the lowest CIR among the three banks for 1Q 2024.However, credit should be given to DBS for improving its CIR both year-on-year and quarter-on-quarter.While UOB also saw an improvement in its CIR, it was the only bank with its CIR consistently above 40%.Winner: OCBCNon-performing loans (NPL) ratioSource: Banks’ Earnings ReportsMoving on to the non-performing loans (NPL) ratio, OCBC once again is the winner with the lowest NPL ratio.As a reminder, the NPL ratio measures the credit quality of a bank’s loan book.Hence, a lower NPL ratio will imply that a bank’s loan book has a lower level of problematic borrowers.Winner: OCBCReturn on equity (ROE)Source: Banks’ Earnings ReportsA bank’s return on equity measures the amount of profit generated per dollar of capital, so a higher ROE is a signal that a bank is more profitable with less capital.On this front, DBS is the clear winner with its ROE hitting an all-time high of 19.4% for 1Q 2024.DBS also saw a sharp increase of 3.2 percentage points for its ROE from the previous quarter (4Q 2023).OCBC also saw a 2.3 percentage point ROE improvement while UOB’s improvement came in at just 0.2 percentage points over the same period.Winner: DBSValuationSource: Banks’ Earnings ReportsWhen it comes to valuation, DBS is the most expensive bank of the three with a price-to-book (P/B) ratio of 1.64 times.UOB and OCBC are both valued at 1.13 times and 1.16 times P/B, respectively, making them much more affordable compared to Singapore’s largest bank.Winner: UOBGet Smart: A tough choiceA clear decision is not easy in this case as both OCBC and DBS score points on different attributes.While OCBC has the highest NIM and the lowest CIR and NPL ratio, DBS scores points in raising its net profit and knocking the ball out of the park with the highest ROE.Investors need to decide which metrics are more important in their decision-making process.Another factor to consider is that DBS pays out a quarterly dividend while the other two banks only pay dividends every six months.For 1Q 2024, DBS declared an interim dividend of S$0.54 per share, a 42% increase over the prior year’s S$0.38.Attention: Investors aiming for both growth and peace of mind. We’ve pinpointed 5 SGX stocks known for consistent dividends. If you want to build a retirement portfolio, but don’t want the stress of stock watching, this report is for you. Click HERE to download now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300023068270616,"gmtCreate":1714267238319,"gmtModify":1714267243380,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> Good to buy asml!","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> Good to buy asml!","text":"$ASML Holding NV(ASML)$ Good to buy asml!","images":[{"img":"https://community-static.tradeup.com/news/018e730eafd4b7ed1af577acdf1082ff","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300023068270616","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300021888278592,"gmtCreate":1714267054447,"gmtModify":1714267062171,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Hi all, just sharing my crm position. Positive returns!","listText":"Hi all, just sharing my crm position. Positive returns!","text":"Hi all, just sharing my crm position. Positive returns!","images":[{"img":"https://community-static.tradeup.com/news/07d9f67b9b2bee53717f7e7a5b92b2e3","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300021888278592","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":300019861450912,"gmtCreate":1714266460152,"gmtModify":1714266464019,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Great trades. Bravo!","listText":"Great trades. Bravo!","text":"Great trades. Bravo!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300019861450912","repostId":"299426115092480","repostType":1,"repost":{"id":299426115092480,"gmtCreate":1714107835444,"gmtModify":1714114802174,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends","htmlText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on <a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a> , <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a href=\"https://ttm.financial/S/MFC\">$Manulife(MFC)$</a> , <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , and <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","listText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on <a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a> , <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a href=\"https://ttm.financial/S/MFC\">$Manulife(MFC)$</a> , <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , and <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","text":"@Optionspuppy has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on $Invesco NASDAQ 100 ETF(QQQM)$ , $Palantir Technologies Inc.(PLTR)$ , $Manulife(MFC)$ , $Alphabet(GOOG)$ , and $Apple(AAPL)$ , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","images":[{"img":"https://community-static.tradeup.com/news/8040b9cc7850ea745c3a2b2ad8ce5c0f","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/b76a921f0e6ac025eda3f5c79a6be33c","width":"794","height":"1280"},{"img":"https://community-static.tradeup.com/news/3e5a73ebf27b97bab8fcf17cf094ac6f","width":"854","height":"1280"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299426115092480","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299690184175832,"gmtCreate":1714186063810,"gmtModify":1714186067553,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Options trading can be profitable&nbsp;","listText":"Options trading can be profitable&nbsp;","text":"Options trading can be profitable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":151,"commentSize":3,"repostSize":39,"link":"https://ttm.financial/post/299690184175832","isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088220260028080","authorId":"4088220260028080","name":"STLoke","avatar":"https://static.tigerbbs.com/69d7e7705000646320fe426fccb39c93","crmLevel":9,"crmLevelSwitch":1},"content":"With proper risk management, selling options will make money in the long run. Selling options is the same as owning an insurance company.","text":"With proper risk management, selling options will make money in the long run. Selling options is the same as owning an insurance company.","html":"With proper risk management, selling options will make money in the long run. Selling options is the same as owning an insurance company."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294785159975000,"gmtCreate":1712987371486,"gmtModify":1712987375383,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Buy the dips for strong companies eg unh, googl, amzn &amp; even baba!","listText":"Buy the dips for strong companies eg unh, googl, amzn &amp; even baba!","text":"Buy the dips for strong companies eg unh, googl, amzn & even baba!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294785159975000","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280624896692232,"gmtCreate":1709541474773,"gmtModify":1709541478489,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Googl is undervalued. Target $180. Buy now.","listText":"Googl is undervalued. Target $180. Buy now.","text":"Googl is undervalued. Target $180. Buy now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280624896692232","repostId":"2416573549","repostType":4,"repost":{"id":"2416573549","pubTimestamp":1709517600,"share":"https://www.laohu8.com/m/news/2416573549?lang=&edition=full","pubTime":"2024-03-04 10:00","market":"us","language":"en","title":"Is Google in Danger of Being Replaced?","url":"https://stock-news.laohu8.com/highlight/detail?id=2416573549","media":"Seeking Alpha","summary":"While Google's stock has been penalized for poor generative AI product launches or compet","content":"<html><head></head><body><p style=\"text-align: left;\">In less time than it takes Saturn to orbit the Sun, Google (NASDAQ:GOOG) (NASDAQ:GOOGL) has gone from a scrappy Stanford University research project into a technology behemoth valued at more than $1.7 <em>trillion</em>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83986253810705267bbca929658b8dce\" alt=\"JHVEPhoto/iStock Editorial via Getty Images\" title=\"JHVEPhoto/iStock Editorial via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>JHVEPhoto/iStock Editorial via Getty Images</span></p><p style=\"text-align: left;\">But as generative artificial intelligence looks to re-shape nearly every sector of the global economy, some have questioned whether the world&#39;s search engine is in danger of losing its place at the top of the mountain.</p><p style=\"text-align: left;\">&#34;Ever since OpenAI launched ChatGPT in late 2022, Google’s response looks more like a body builder who’s been told his muscles are all show, picking fights and getting beat up,&#34; Bernstein analyst Mark Shmulik wrote in a recent investor note. Shmulik has a Market-Perform rating and $160 price target on Google.</p><p style=\"text-align: left;\">Since ChatGPT and OpenAI — which is backed by billions from Microsoft (MSFT) — took the world by storm in late 2022, Google has been accused of being too slow to ship products (it has recently upped its cadence, albeit to harrowed results) and playing defense instead of offense, Shmulik said.</p><p style=\"text-align: left;\">The company has not done itself any favors, giving investors &#34;nothing beyond the bare minimum,&#34; Shmulik added.</p><p style=\"text-align: left;\">Led by Chief Executive Sundar Pichai, Google does not provide guidance; commentary around its various markets are often seen as &#34;cryptic;&#34; and the question and answer portion of earnings calls are a &#34;waste of time,&#34; Shmulik said. While that mindset worked for most of the past 20 years (the company went public in 2004), with the stock up nearly 5,000% since its IPO, the landscape has shifted dramatically the past couple of years.</p><h2 id=\"id_119599500\" style=\"text-align: left;\">Risk to search is more than just generative AI</h2><p style=\"text-align: left;\">Perhaps the biggest risk to Google (aside from being broken up or antitrust issues) is losing dominance in the lucrative search engine market.</p><p style=\"text-align: left;\">The company generated roughly $237B in ad revenue in 2023, most of which came from search. With roughly 91% of the market, it&#39;s clear Google is the 800 pound gorilla and others are champing at the bit to go after it.</p><p style=\"text-align: left;\">Microsoft is integrating generative AI and OpenAI&#39;s technology into all of its products, including Bing. ChatGPT itself is consistently one of the top 10 free apps on the iOS App Store while other gen AI companies garner significant attention from investors.</p><p style=\"text-align: left;\">Companies like Meta (META), Amazon (AMZN), Pinterest (PINS) and others are also nipping at Google&#39;s heels, as vertical (or specialized) and social search are as big of a threat to Google as generative AI is, Shmulik said.</p><p style=\"text-align: left;\">Google has tried to counter the generative AI threat with its own offerings, notably, Gemini.</p><p style=\"text-align: left;\">However, Gemini (formerly known as Bard) has had issues in recent days, including last month when it provided responses that offended some users, prompting the company to pause AI-generated images.</p><p style=\"text-align: left;\">Pichai called the results &#34;completely unacceptable&#34; and said the company would relaunch the AI model in the next few weeks.</p><h2 id=\"id_2199183964\" style=\"text-align: left;\">All&#39;s well that ends well?</h2><p style=\"text-align: left;\">While Google&#39;s stock has been penalized for poor generative AI product launches or competitor&#39;s announcements, its share of the search market hasn&#39;t been dinged — at least not yet. Its search market share has been relatively stable over the past 12 months at roughly 91%, according to StatCounter.</p><p style=\"text-align: left;\">That provides some comfort despite the self-inflicted wounds stemming from inside Google, Shmulik said.</p><p style=\"text-align: left;\">&#34;We continue to believe that at the point in time when Gen AI answers have gained consumer trust, Google should be best positioned to integrate these results alongside web query results thereby offering consumers the best of both worlds,&#34; Shmulik said.</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>Is Google in Danger of Being Replaced?</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 Google in Danger of Being Replaced?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-04 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4074691-is-google-in-danger-of-being-replaced><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In less time than it takes Saturn to orbit the Sun, Google (NASDAQ:GOOG) (NASDAQ:GOOGL) has gone from a scrappy Stanford University research project into a technology behemoth valued at more than $1.7...</p>\n\n<a href=\"https://seekingalpha.com/news/4074691-is-google-in-danger-of-being-replaced\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4524":"宅经济概念","BK4577":"网络游戏","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4527":"明星科技股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4077":"互动媒体与服务","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4574":"无人驾驶","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4551":"寇图资本持仓","LU0861579265.USD":"联博低波幅策略股票基金A","BK4573":"虚拟现实","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","GOOG":"谷歌","BK4581":"高盛持仓","BK4587":"ChatGPT概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","GOOGL":"谷歌A","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4528":"SaaS概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4585":"ETF&股票定投概念","BK4576":"AR","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4525":"远程办公概念"},"source_url":"https://seekingalpha.com/news/4074691-is-google-in-danger-of-being-replaced","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2416573549","content_text":"In less time than it takes Saturn to orbit the Sun, Google (NASDAQ:GOOG) (NASDAQ:GOOGL) has gone from a scrappy Stanford University research project into a technology behemoth valued at more than $1.7 trillion.JHVEPhoto/iStock Editorial via Getty ImagesBut as generative artificial intelligence looks to re-shape nearly every sector of the global economy, some have questioned whether the world's search engine is in danger of losing its place at the top of the mountain.\"Ever since OpenAI launched ChatGPT in late 2022, Google’s response looks more like a body builder who’s been told his muscles are all show, picking fights and getting beat up,\" Bernstein analyst Mark Shmulik wrote in a recent investor note. Shmulik has a Market-Perform rating and $160 price target on Google.Since ChatGPT and OpenAI — which is backed by billions from Microsoft (MSFT) — took the world by storm in late 2022, Google has been accused of being too slow to ship products (it has recently upped its cadence, albeit to harrowed results) and playing defense instead of offense, Shmulik said.The company has not done itself any favors, giving investors \"nothing beyond the bare minimum,\" Shmulik added.Led by Chief Executive Sundar Pichai, Google does not provide guidance; commentary around its various markets are often seen as \"cryptic;\" and the question and answer portion of earnings calls are a \"waste of time,\" Shmulik said. While that mindset worked for most of the past 20 years (the company went public in 2004), with the stock up nearly 5,000% since its IPO, the landscape has shifted dramatically the past couple of years.Risk to search is more than just generative AIPerhaps the biggest risk to Google (aside from being broken up or antitrust issues) is losing dominance in the lucrative search engine market.The company generated roughly $237B in ad revenue in 2023, most of which came from search. With roughly 91% of the market, it's clear Google is the 800 pound gorilla and others are champing at the bit to go after it.Microsoft is integrating generative AI and OpenAI's technology into all of its products, including Bing. ChatGPT itself is consistently one of the top 10 free apps on the iOS App Store while other gen AI companies garner significant attention from investors.Companies like Meta (META), Amazon (AMZN), Pinterest (PINS) and others are also nipping at Google's heels, as vertical (or specialized) and social search are as big of a threat to Google as generative AI is, Shmulik said.Google has tried to counter the generative AI threat with its own offerings, notably, Gemini.However, Gemini (formerly known as Bard) has had issues in recent days, including last month when it provided responses that offended some users, prompting the company to pause AI-generated images.Pichai called the results \"completely unacceptable\" and said the company would relaunch the AI model in the next few weeks.All's well that ends well?While Google's stock has been penalized for poor generative AI product launches or competitor's announcements, its share of the search market hasn't been dinged — at least not yet. Its search market share has been relatively stable over the past 12 months at roughly 91%, according to StatCounter.That provides some comfort despite the self-inflicted wounds stemming from inside Google, Shmulik said.\"We continue to believe that at the point in time when Gen AI answers have gained consumer trust, Google should be best positioned to integrate these results alongside web query results thereby offering consumers the best of both worlds,\" Shmulik said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":280288613728264,"gmtCreate":1709455044229,"gmtModify":1709455047700,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280288613728264","repostId":"280175172333632","repostType":1,"repost":{"id":280175172333632,"gmtCreate":1709423590809,"gmtModify":1709431202949,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1},"themes":[],"title":"With NVIDIA at All Time High, Consider SMH ETF and SOXL ETF ","htmlText":"🌟🌟🌟<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> has hit at an All Time High of USD 823.94 on Friday with a market capitalisation of USD 2.06 Trillion.&nbsp; There has never been a stock such as Nvidia before that has gone up so much in such a short period of time&nbsp;.&nbsp; It rose from USD 1Trillion&nbsp;to USD 2 Trillion in just 180 trading days, the fastest such rise on record. Nvidia's one day increase in stock market value was the largest in Wall Street's history on February 23 with a record USD 277 billion in market value.&nbsp; It easily beats&nbsp;the record gain of USD 196 billion by Meta Platforms. However for a small investor like me, that is a lot of money to invest in just 1 stock.&nbsp; So I am looking at alternatives to inv","listText":"🌟🌟🌟<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> has hit at an All Time High of USD 823.94 on Friday with a market capitalisation of USD 2.06 Trillion.&nbsp; There has never been a stock such as Nvidia before that has gone up so much in such a short period of time&nbsp;.&nbsp; It rose from USD 1Trillion&nbsp;to USD 2 Trillion in just 180 trading days, the fastest such rise on record. Nvidia's one day increase in stock market value was the largest in Wall Street's history on February 23 with a record USD 277 billion in market value.&nbsp; It easily beats&nbsp;the record gain of USD 196 billion by Meta Platforms. However for a small investor like me, that is a lot of money to invest in just 1 stock.&nbsp; So I am looking at alternatives to inv","text":"🌟🌟🌟$NVIDIA Corp(NVDA)$ has hit at an All Time High of USD 823.94 on Friday with a market capitalisation of USD 2.06 Trillion. There has never been a stock such as Nvidia before that has gone up so much in such a short period of time . It rose from USD 1Trillion to USD 2 Trillion in just 180 trading days, the fastest such rise on record. Nvidia's one day increase in stock market value was the largest in Wall Street's history on February 23 with a record USD 277 billion in market value. It easily beats the record gain of USD 196 billion by Meta Platforms. However for a small investor like me, that is a lot of money to invest in just 1 stock. So I am looking at alternatives to inv","images":[{"img":"https://community-static.tradeup.com/news/6ba38bd147b805720d79dc966d9c6e42","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/ef5961b55066a52627f5e0e764220d4a","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/4f2ebe442c76e37394e25eaf48e8bfbc","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280175172333632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":263664685875464,"gmtCreate":1705374974723,"gmtModify":1705374980241,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"My earnings usd26k last year. I think this year wilbe bullish again🙏😀","listText":"My earnings usd26k last year. I think this year wilbe bullish again🙏😀","text":"My earnings usd26k last year. I think this year wilbe bullish again🙏😀","images":[{"img":"https://community-static.tradeup.com/news/df036f949cd642be1533488af1dd0148","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263664685875464","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":243337754599496,"gmtCreate":1700445817503,"gmtModify":1700445821517,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"My biggest holding is googl n amzn is next. Buy both. AI is transforming everything n it's in early stages now. Don't wait too long.","listText":"My biggest holding is googl n amzn is next. Buy both. AI is transforming everything n it's in early stages now. Don't wait too long.","text":"My biggest holding is googl n amzn is next. Buy both. AI is transforming everything n it's in early stages now. Don't wait too long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/243337754599496","repostId":"2384376916","repostType":4,"repost":{"id":"2384376916","pubTimestamp":1700440200,"share":"https://www.laohu8.com/m/news/2384376916?lang=&edition=full","pubTime":"2023-11-20 08:30","market":"us","language":"en","title":"Amazon vs. Alphabet: Which Tech Stock Is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2384376916","media":"Motley Fool","summary":"These tech behemoths are flourishing, making it a challenge to choose between them. But some factors tip the scale to one of them.","content":"<html><head></head><body><h2 id=\"id_2814523748\" style=\"text-align: start;\">KEY POINTS</h2><ul style=\"\"><li><p>Both companies offer reasons for investment, including leadership in their respective industries.</p></li><li><p>Amazon&#39;s use of AI and a growing advertising business contributed to 13% year-over-year Q3 sales growth.</p></li><li><p>Alphabet’s Q3 revenue rose 11% year over year as its advertising and cloud computing businesses continued to grow.</p></li></ul><p>An investment in tech giants <strong>Amazon</strong> and <strong>Alphabet </strong>is appealing given their leadership positions in the massive markets of e-commerce and digital advertising, respectively.</p><p>In addition, both are applying the power of artificial intelligence (AI) across many areas of their businesses, boosting efficiency in their operations and improving products for customers. For instance, AI assists Alphabet&#39;s YouTube in processing the more than 500 hours of videos it receives every minute.</p><p>Ideally, you can invest in both companies. But if you could choose only one, which would it be? Here&#39;s an assessment of each to help you decide.</p><h2 id=\"id_2702981374\">Reasons to buy Amazon shares</h2><p>One reason to invest in Amazon is its dominance of the e-commerce industry. The company retains a gargantuan 38% share of the market. The next closest competitor, <strong>Walmart</strong>, holds a 6% share.</p><p>The company&#39;s third-quarter earnings report reflected its e-commerce strength. Online sales grew to $57.3 billion from $53.5 billion in the prior year. Amazon&#39;s cadre of Q3 businesses selling on its site added another $34.3 billion in Q3 sales, a 20% year-over-year jump.</p><p>But e-commerce isn&#39;t the only revenue contributor. The company&#39;s Amazon Web Services (AWS) platform, the leading cloud computing solution in the world, chipped in Q3 sales of $23.1 billion, a 12% year-over-year increase. Amazon also possesses an advertising business, which contributed another $12.1 billion in Q3 revenue, up from $9.5 billion in 2022.</p><p>Growth in these divisions helped bring Amazon&#39;s total Q3 revenue to $143.1 billion, a 13% year-over-year increase. Contributing to Amazon&#39;s success is its application of AI across many parts of its business.</p><p>AI is used in digital assistant Alexa and to provide consumers with product recommendations. AI manages a legion of robots working in Amazon&#39;s warehouses, constantly processing freight to provide customers with fast shipping. AWS even enables customers to tap into Amazon&#39;s AI capabilities to use in their own businesses.</p><h2 id=\"id_4104773918\">The case for Alphabet</h2><p>Alphabet is an attractive investment for several reasons. It owns a commanding 27% share of the digital advertising industry in 2023, enabling it to grow Q3 ad revenue to $59.6 billion from 2022&#39;s $54.5 billion.</p><p>But Alphabet also possesses leadership positions in other areas as well. YouTube is the biggest online video platform on the planet. As a result, YouTube brought in $8 billion in Q3 advertising revenue, a 12% jump over 2022&#39;s $7.1 billion. Now, Alphabet is working to build up YouTube&#39;s subscription revenue by adding popular content such as broadcasting NFL games.</p><p>Alphabet is also successfully growing a cloud computing business, Google Cloud, which saw Q3 revenue reach $8.4 billion from the prior year&#39;s $6.9 billion. Google Cloud is now the third largest cloud computing provider in the world.</p><p>The success of Alphabet&#39;s products helped it produce $76.7 billion in Q3 revenue, an 11% year-over-year increase. Its use of AI contributed to the company&#39;s growth. Alphabet uses AI to assist advertisers in creating and managing ads. And like AWS, Google Cloud enables businesses to adopt Alphabet&#39;s AI models in their own operations.</p><h2 id=\"id_3788029800\">Deciding between Amazon and Alphabet stock</h2><p>Given the success of Amazon and Alphabet&#39;s businesses, it&#39;s ideal to own shares of both companies. But it&#39;s worth noting the federal government is suing each for antitrust violations.</p><p>Amazon&#39;s case could take years to resolve. Alphabet&#39;s antitrust trial, however, is set to conclude in a few weeks. If the company is victorious, its share price might increase, while the opposite could happen with a loss. So for investors who are more risk averse, you may want hold off on an Alphabet investment until after a verdict is announced.</p><p>Yet the government&#39;s antitrust lawsuits haven&#39;t stopped the share price of both companies from going up in the first half of November. So if you could only invest in one of these tech titans, Alphabet is the better buy.</p><p>Alphabet doesn&#39;t have the overhead of Amazon, which must maintain warehouses and products, and deal with customer returns and shipping costs. In fact, through three quarters in 2022, Amazon suffered a net loss of $3 billion. This year, after cutting costs, Amazon&#39;s net income through three quarters was $19.8 billion. Contrast this with Alphabet&#39;s net income of $53.1 billion over three quarters in 2023.</p><p>Another factor is the difference between Amazon and Alphabet&#39;s free cash flow (FCF), an indicator of a company&#39;s ability to invest in its business, or enhance shareholder value through share repurchases. Alphabet generated $78 billion in FCF over the trailing 12 months, compared to Amazon&#39;s $21.4 billion over the same period.</p><p>Alphabet&#39;s far greater FCF generation gives the company plenty of cash to improve its business, including its AI investments. Considering these factors, Alphabet gains the edge as the better investment.</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>Amazon vs. Alphabet: Which Tech Stock Is a Better Buy?</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 vs. Alphabet: Which Tech Stock Is a Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-20 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/19/amazon-vs-alphabet-which-tech-stock-is-a-better-bu/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBoth companies offer reasons for investment, including leadership in their respective industries.Amazon's use of AI and a growing advertising business contributed to 13% year-over-year Q3 ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/19/amazon-vs-alphabet-which-tech-stock-is-a-better-bu/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4507":"流媒体概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4576":"AR","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","GOOGL":"谷歌A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4535":"淡马锡持仓","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4559":"巴菲特持仓","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4538":"云计算","BK4550":"红杉资本持仓","GOOG":"谷歌","BK4579":"人工智能","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","AMZN":"亚马逊","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0444971666.USD":"天利全球科技基金","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0079474960.USD":"联博美国增长基金A","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4553":"喜马拉雅资本持仓"},"source_url":"https://www.fool.com/investing/2023/11/19/amazon-vs-alphabet-which-tech-stock-is-a-better-bu/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2384376916","content_text":"KEY POINTSBoth companies offer reasons for investment, including leadership in their respective industries.Amazon's use of AI and a growing advertising business contributed to 13% year-over-year Q3 sales growth.Alphabet’s Q3 revenue rose 11% year over year as its advertising and cloud computing businesses continued to grow.An investment in tech giants Amazon and Alphabet is appealing given their leadership positions in the massive markets of e-commerce and digital advertising, respectively.In addition, both are applying the power of artificial intelligence (AI) across many areas of their businesses, boosting efficiency in their operations and improving products for customers. For instance, AI assists Alphabet's YouTube in processing the more than 500 hours of videos it receives every minute.Ideally, you can invest in both companies. But if you could choose only one, which would it be? Here's an assessment of each to help you decide.Reasons to buy Amazon sharesOne reason to invest in Amazon is its dominance of the e-commerce industry. The company retains a gargantuan 38% share of the market. The next closest competitor, Walmart, holds a 6% share.The company's third-quarter earnings report reflected its e-commerce strength. Online sales grew to $57.3 billion from $53.5 billion in the prior year. Amazon's cadre of Q3 businesses selling on its site added another $34.3 billion in Q3 sales, a 20% year-over-year jump.But e-commerce isn't the only revenue contributor. The company's Amazon Web Services (AWS) platform, the leading cloud computing solution in the world, chipped in Q3 sales of $23.1 billion, a 12% year-over-year increase. Amazon also possesses an advertising business, which contributed another $12.1 billion in Q3 revenue, up from $9.5 billion in 2022.Growth in these divisions helped bring Amazon's total Q3 revenue to $143.1 billion, a 13% year-over-year increase. Contributing to Amazon's success is its application of AI across many parts of its business.AI is used in digital assistant Alexa and to provide consumers with product recommendations. AI manages a legion of robots working in Amazon's warehouses, constantly processing freight to provide customers with fast shipping. AWS even enables customers to tap into Amazon's AI capabilities to use in their own businesses.The case for AlphabetAlphabet is an attractive investment for several reasons. It owns a commanding 27% share of the digital advertising industry in 2023, enabling it to grow Q3 ad revenue to $59.6 billion from 2022's $54.5 billion.But Alphabet also possesses leadership positions in other areas as well. YouTube is the biggest online video platform on the planet. As a result, YouTube brought in $8 billion in Q3 advertising revenue, a 12% jump over 2022's $7.1 billion. Now, Alphabet is working to build up YouTube's subscription revenue by adding popular content such as broadcasting NFL games.Alphabet is also successfully growing a cloud computing business, Google Cloud, which saw Q3 revenue reach $8.4 billion from the prior year's $6.9 billion. Google Cloud is now the third largest cloud computing provider in the world.The success of Alphabet's products helped it produce $76.7 billion in Q3 revenue, an 11% year-over-year increase. Its use of AI contributed to the company's growth. Alphabet uses AI to assist advertisers in creating and managing ads. And like AWS, Google Cloud enables businesses to adopt Alphabet's AI models in their own operations.Deciding between Amazon and Alphabet stockGiven the success of Amazon and Alphabet's businesses, it's ideal to own shares of both companies. But it's worth noting the federal government is suing each for antitrust violations.Amazon's case could take years to resolve. Alphabet's antitrust trial, however, is set to conclude in a few weeks. If the company is victorious, its share price might increase, while the opposite could happen with a loss. So for investors who are more risk averse, you may want hold off on an Alphabet investment until after a verdict is announced.Yet the government's antitrust lawsuits haven't stopped the share price of both companies from going up in the first half of November. So if you could only invest in one of these tech titans, Alphabet is the better buy.Alphabet doesn't have the overhead of Amazon, which must maintain warehouses and products, and deal with customer returns and shipping costs. In fact, through three quarters in 2022, Amazon suffered a net loss of $3 billion. This year, after cutting costs, Amazon's net income through three quarters was $19.8 billion. Contrast this with Alphabet's net income of $53.1 billion over three quarters in 2023.Another factor is the difference between Amazon and Alphabet's free cash flow (FCF), an indicator of a company's ability to invest in its business, or enhance shareholder value through share repurchases. Alphabet generated $78 billion in FCF over the trailing 12 months, compared to Amazon's $21.4 billion over the same period.Alphabet's far greater FCF generation gives the company plenty of cash to improve its business, including its AI investments. Considering these factors, Alphabet gains the edge as the better investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234899590361328,"gmtCreate":1698370181339,"gmtModify":1698370187375,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Many of the magnificent 7 eg meta, googl &amp;&nbsp; amzn have dipped a fair bit despite solid Q3&nbsp; earnings. Mr Market is irrational and wrong.&nbsp; These blue chips will always go higher in the long run.&nbsp; Ignore the noise and buy when they are still&nbsp; undervalued. Never sell in panic as long as these are solid companies.","listText":"Many of the magnificent 7 eg meta, googl &amp;&nbsp; amzn have dipped a fair bit despite solid Q3&nbsp; earnings. Mr Market is irrational and wrong.&nbsp; These blue chips will always go higher in the long run.&nbsp; Ignore the noise and buy when they are still&nbsp; undervalued. Never sell in panic as long as these are solid companies.","text":"Many of the magnificent 7 eg meta, googl & amzn have dipped a fair bit despite solid Q3 earnings. Mr Market is irrational and wrong. These blue chips will always go higher in the long run. Ignore the noise and buy when they are still undervalued. Never sell in panic as long as these are solid companies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234899590361328","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":228985570320472,"gmtCreate":1696928853602,"gmtModify":1696928858653,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Googl is a clear buy &amp; it's undervalued. It'll go double only a matter of time.","listText":"Googl is a clear buy &amp; it's undervalued. It'll go double only a matter of time.","text":"Googl is a clear buy & it's undervalued. It'll go double only a matter of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/228985570320472","repostId":"2374151735","repostType":4,"repost":{"id":"2374151735","pubTimestamp":1696896040,"share":"https://www.laohu8.com/m/news/2374151735?lang=&edition=full","pubTime":"2023-10-10 08:00","market":"us","language":"en","title":"1 FAANG Stock That's a No-Brainer Buy in October and 1 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2374151735","media":"Motley Fool","summary":"Among Meta Platforms (formerly Facebook), Amazon, Apple, Netflix, and Alphabet (formerly Google), there's a historically inexpensive stock that's ripe for the picking, as well as a time-tested business whose growth engine has stalled.","content":"<html><head></head><body><p>Short-term unpredictability is one of the few guarantees Wall Street brings to the table. Since this decade began, the three major stock indexes have ping-ponged between bear and bull markets.</p><p>When volatility picks up, both new and tenured investors tend to seek out the safety of industry-leading businesses that offer a track record of outperformance. For the past decade, the FAANG stocks have definitely met this description.</p><p>When I say &#34;FAANG stocks,&#34; I&#39;m referring to:</p><ul style=\"\"><li><p>Facebook, which is now a subsidiary of <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></strong></p></li><li><p><strong>Amazon</strong></p></li><li><p><strong>Apple</strong></p></li><li><p><strong>Netflix</strong></p></li><li><p>Google, which is now a subsidiary of <strong>Alphabet</strong></p></li></ul><p>The FAANG stocks do two things <em>really</em> well: Dominate their respective industries and run circles around the broader market. With regard to the former, these five companies bring meaningful competitive advantages and moats to the table.</p><ul style=\"\"><li><p>Meta Platforms owns the top social media real estate on the planet (Facebook, Instagram, WhatsApp, Facebook Messenger, and Threads). The company&#39;s family of apps (Threads wasn&#39;t introduced until July) had nearly 3.9 billion monthly active users visit its sites each month during the June-ended quarter.</p></li><li><p>Amazon accounts for an astounding 40% of U.S. online retail sales, and its cloud infrastructure service segment, Amazon Web Services (AWS), is No. 1 globally with an estimated 30% share of cloud infrastructure service spending.</p></li><li><p>Apple&#39;s iPhone has laid claim to around 50% (or more) of U.S. smartphone market share since introducing a 5G-capable version in late 2020. Further, its capital-return program is unmatched among public companies -- around $600 billon in cumulative share buybacks since the beginning of 2013.</p></li><li><p>Netflix is the domestic and international leader in streaming, and is behind more original streaming content than any other media company.</p></li><li><p>Alphabet&#39;s Google has a nearly 90-percentage-point market-share lead over its next-closest competitor in internet search, and it owns the world&#39;s No. 3 cloud infrastructure service provider (Google Cloud).</p></li></ul><p>These companies are also outperformers:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0e8a28dd879459ba8dab9eb9a91828d\" tg-width=\"720\" tg-height=\"551\"/></p><p>META data by YCharts.</p><p>Whereas the benchmark <strong>S&amp;P 500</strong> has gained a healthy 129% over the trailing 10 years, as of Oct. 3, 2023, the FAANG stocks have delivered returns ranging from 375% to 799%.</p><p>However, the outlook for the FAANG stocks does vary significantly. With volatility picking up in recent weeks, one FAANG stock stands out as a no-brainer buy in October, while another is worth avoiding like the plague.</p><h2 id=\"id_3824429572\">The FAANG stock that&#39;s a no-brainer buy in October: Alphabet</h2><p>Out of the five time-tested FAANG stocks, it&#39;s Alphabet, the parent of Google, streaming platform YouTube, and autonomous vehicle company Waymo, among others, which is a no-brainer buy in October.</p><p>Every single publicly traded company, no matter how much of a stellar buy it might appear, contends with potential headwinds. For Alphabet, the biggest concern is the health of the U.S. economy in the coming quarters. With a multitude of economic datapoints pointing to slower growth or a potential recession, the company&#39;s advertising-driven operating segments could see a sales slowdown. Advertisers are often quick to pare back their spending at the first signs of trouble.</p><p>Additionally, faster-growing businesses might choose to lower their cloud-based spending until the economic climate is more certain. This would likely slow the growth rate for Google Cloud.</p><p>Despite these very near-term challenges, there&#39;s nothing to suggest that Alphabet&#39;s long-term growth trajectory has been altered.</p><p>As noted, we&#39;re talking about a veritable monopoly in internet search. Based on data from GlobalStats, you&#39;d have to go back to March 2015 to find the last time Google didn&#39;t account for at least 90% of worldwide monthly search share. There&#39;s no question Google is the go-to for advertisers seeking to reach a broad audience or target their marketing campaign. Translation: Alphabet&#39;s Google possesses exceptionally strong pricing power during long-winded periods of economic expansion.</p><p>While Google serves as a steady cash-flow foundation for Alphabet, it&#39;s the company&#39;s ancillary operating segments that are far more exciting for long-term investors. For instance, Google Cloud has generated an operating profit in each of the past two quarters after years of losses.  Traditionally, cloud services generate considerably higher margins than advertising. If Google Cloud continues to grow by a double-digit pace, which seems feasible given that enterprise cloud spending is still in its early innings, this segment could become Alphabet&#39;s leading cash-flow driver within a couple of years.</p><p>Don&#39;t overlook YouTube, either. The introduction of Shorts (short-form videos often lasting less than 60 seconds) has ballooned viewership and created new advertising opportunities. YouTube trails only Facebook as the world&#39;s most-visited social site.</p><p>Lastly, Alphabet&#39;s valuation is historically cheap, which makes its stock ripe for the picking. As of the closing bell on Oct. 3, 2023, shares of Alphabet could be purchased for just below 20 times forward-year earnings and roughly 14 times forward-year cash flow. Over the past five years, Alphabet has averaged a valuation of 25 times forward-year earnings and 18 times forward-year cash flow.</p><h2 id=\"id_693376457\">The FAANG stock to avoid like the plague in October: Apple</h2><p>However, not all of the FAANG stocks are positioned to be winners in the coming quarters. The FAANG stock I&#39;d suggest avoiding like the plague in October is none other than the United States&#39; largest publicly traded company by market cap, Apple.</p><p>To be perfectly clear, I&#39;m not saying Apple is a bad company. It&#39;s a dominant force, domestically, in smartphones, and CEO Tim Cook is overseeing the very successful transformation of Apple into a platforms company. Focusing on a variety of subscription services should minimize the sales lumpiness often associated with major physical product replacement cycles, as well as lift Apple&#39;s operating margin over the long run.</p><p>It should also be noted that Apple has an exceptionally loyal customer base and well-recognized brand. The trustworthiness of the Apple brand and its management team is one of the core reasons why billionaire investor Warren Buffett has nearly 47% of <strong>Berkshire Hathaway</strong>&#39;s $337 billion investment portfolio tied up in Apple stock.</p><p>But it&#39;s not all peaches and cream for the world&#39;s top tech company.</p><p>For instance, iPhone 14 failed to wow consumers or investors. Modest initial sales caused Apple to rethink its plan to boost production last year. Through the first nine months of fiscal 2023 (Apple&#39;s fiscal year ends in late September), iPhone sales are down almost $6.1 billion, relative to the comparable period in fiscal 2022. </p><p>It&#39;s a similar story for the remainder of the company&#39;s physical products. Mac sales have been hit hardest (down 24%), while iPad (down 1%) and wearable, home, and accessories (down 3%) sales are modestly lower through nine months.</p><p>Apple also looks to be somewhat dropping the ball when it comes to artificial intelligence (AI). In June, the company unveiled its augmented reality device known as the Vision Pro. Apple was expected to deliver 1 million units of this practically $3,500 headset in 2024. However, a report from <em>Financial Times</em>, based on internal sources, now suggests Apple is targeting just 400,000 headsets next year. </p><p>But perhaps most damning of all is Apple&#39;s valuation. For more than a half-decade leading up to the end of fiscal 2018, shares of Apple could be purchased for roughly 10 to 15 times forward earnings. What made the company so attractive is that it consistently grew sales by a double-digit percentage.</p><p>As of this very moment, Apple isn&#39;t a growth company. Even though its services segment is expanding, revenue declines from all of its physical products are expected to result in a low-single-digit drop in both the company&#39;s sales and profits in fiscal 2023. Despite this decline, investors are paying 26 times forward earnings. That&#39;s very close to the upper end of Apple&#39;s valuation range over the past decade, and all the more reason to avoid Apple like the plague in October.</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>1 FAANG Stock That's a No-Brainer Buy in October and 1 to Avoid Like the Plague</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\">\n1 FAANG Stock That's a No-Brainer Buy in October and 1 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-10 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/09/1-faang-stock-no-brainer-buy-in-october-1-to-avoid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Short-term unpredictability is one of the few guarantees Wall Street brings to the table. Since this decade began, the three major stock indexes have ping-ponged between bear and bull markets.When ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/09/1-faang-stock-no-brainer-buy-in-october-1-to-avoid/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/10/09/1-faang-stock-no-brainer-buy-in-october-1-to-avoid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374151735","content_text":"Short-term unpredictability is one of the few guarantees Wall Street brings to the table. Since this decade began, the three major stock indexes have ping-ponged between bear and bull markets.When volatility picks up, both new and tenured investors tend to seek out the safety of industry-leading businesses that offer a track record of outperformance. For the past decade, the FAANG stocks have definitely met this description.When I say \"FAANG stocks,\" I'm referring to:Facebook, which is now a subsidiary of Meta PlatformsAmazonAppleNetflixGoogle, which is now a subsidiary of AlphabetThe FAANG stocks do two things really well: Dominate their respective industries and run circles around the broader market. With regard to the former, these five companies bring meaningful competitive advantages and moats to the table.Meta Platforms owns the top social media real estate on the planet (Facebook, Instagram, WhatsApp, Facebook Messenger, and Threads). The company's family of apps (Threads wasn't introduced until July) had nearly 3.9 billion monthly active users visit its sites each month during the June-ended quarter.Amazon accounts for an astounding 40% of U.S. online retail sales, and its cloud infrastructure service segment, Amazon Web Services (AWS), is No. 1 globally with an estimated 30% share of cloud infrastructure service spending.Apple's iPhone has laid claim to around 50% (or more) of U.S. smartphone market share since introducing a 5G-capable version in late 2020. Further, its capital-return program is unmatched among public companies -- around $600 billon in cumulative share buybacks since the beginning of 2013.Netflix is the domestic and international leader in streaming, and is behind more original streaming content than any other media company.Alphabet's Google has a nearly 90-percentage-point market-share lead over its next-closest competitor in internet search, and it owns the world's No. 3 cloud infrastructure service provider (Google Cloud).These companies are also outperformers:META data by YCharts.Whereas the benchmark S&P 500 has gained a healthy 129% over the trailing 10 years, as of Oct. 3, 2023, the FAANG stocks have delivered returns ranging from 375% to 799%.However, the outlook for the FAANG stocks does vary significantly. With volatility picking up in recent weeks, one FAANG stock stands out as a no-brainer buy in October, while another is worth avoiding like the plague.The FAANG stock that's a no-brainer buy in October: AlphabetOut of the five time-tested FAANG stocks, it's Alphabet, the parent of Google, streaming platform YouTube, and autonomous vehicle company Waymo, among others, which is a no-brainer buy in October.Every single publicly traded company, no matter how much of a stellar buy it might appear, contends with potential headwinds. For Alphabet, the biggest concern is the health of the U.S. economy in the coming quarters. With a multitude of economic datapoints pointing to slower growth or a potential recession, the company's advertising-driven operating segments could see a sales slowdown. Advertisers are often quick to pare back their spending at the first signs of trouble.Additionally, faster-growing businesses might choose to lower their cloud-based spending until the economic climate is more certain. This would likely slow the growth rate for Google Cloud.Despite these very near-term challenges, there's nothing to suggest that Alphabet's long-term growth trajectory has been altered.As noted, we're talking about a veritable monopoly in internet search. Based on data from GlobalStats, you'd have to go back to March 2015 to find the last time Google didn't account for at least 90% of worldwide monthly search share. There's no question Google is the go-to for advertisers seeking to reach a broad audience or target their marketing campaign. Translation: Alphabet's Google possesses exceptionally strong pricing power during long-winded periods of economic expansion.While Google serves as a steady cash-flow foundation for Alphabet, it's the company's ancillary operating segments that are far more exciting for long-term investors. For instance, Google Cloud has generated an operating profit in each of the past two quarters after years of losses.  Traditionally, cloud services generate considerably higher margins than advertising. If Google Cloud continues to grow by a double-digit pace, which seems feasible given that enterprise cloud spending is still in its early innings, this segment could become Alphabet's leading cash-flow driver within a couple of years.Don't overlook YouTube, either. The introduction of Shorts (short-form videos often lasting less than 60 seconds) has ballooned viewership and created new advertising opportunities. YouTube trails only Facebook as the world's most-visited social site.Lastly, Alphabet's valuation is historically cheap, which makes its stock ripe for the picking. As of the closing bell on Oct. 3, 2023, shares of Alphabet could be purchased for just below 20 times forward-year earnings and roughly 14 times forward-year cash flow. Over the past five years, Alphabet has averaged a valuation of 25 times forward-year earnings and 18 times forward-year cash flow.The FAANG stock to avoid like the plague in October: AppleHowever, not all of the FAANG stocks are positioned to be winners in the coming quarters. The FAANG stock I'd suggest avoiding like the plague in October is none other than the United States' largest publicly traded company by market cap, Apple.To be perfectly clear, I'm not saying Apple is a bad company. It's a dominant force, domestically, in smartphones, and CEO Tim Cook is overseeing the very successful transformation of Apple into a platforms company. Focusing on a variety of subscription services should minimize the sales lumpiness often associated with major physical product replacement cycles, as well as lift Apple's operating margin over the long run.It should also be noted that Apple has an exceptionally loyal customer base and well-recognized brand. The trustworthiness of the Apple brand and its management team is one of the core reasons why billionaire investor Warren Buffett has nearly 47% of Berkshire Hathaway's $337 billion investment portfolio tied up in Apple stock.But it's not all peaches and cream for the world's top tech company.For instance, iPhone 14 failed to wow consumers or investors. Modest initial sales caused Apple to rethink its plan to boost production last year. Through the first nine months of fiscal 2023 (Apple's fiscal year ends in late September), iPhone sales are down almost $6.1 billion, relative to the comparable period in fiscal 2022. It's a similar story for the remainder of the company's physical products. Mac sales have been hit hardest (down 24%), while iPad (down 1%) and wearable, home, and accessories (down 3%) sales are modestly lower through nine months.Apple also looks to be somewhat dropping the ball when it comes to artificial intelligence (AI). In June, the company unveiled its augmented reality device known as the Vision Pro. Apple was expected to deliver 1 million units of this practically $3,500 headset in 2024. However, a report from Financial Times, based on internal sources, now suggests Apple is targeting just 400,000 headsets next year. But perhaps most damning of all is Apple's valuation. For more than a half-decade leading up to the end of fiscal 2018, shares of Apple could be purchased for roughly 10 to 15 times forward earnings. What made the company so attractive is that it consistently grew sales by a double-digit percentage.As of this very moment, Apple isn't a growth company. Even though its services segment is expanding, revenue declines from all of its physical products are expected to result in a low-single-digit drop in both the company's sales and profits in fiscal 2023. Despite this decline, investors are paying 26 times forward earnings. That's very close to the upper end of Apple's valuation range over the past decade, and all the more reason to avoid Apple like the plague in October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":228985809534992,"gmtCreate":1696928770910,"gmtModify":1696928775265,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Googl is a clear buy and its undervalued. It will go double ; it's a matter of time.","listText":"Googl is a clear buy and its undervalued. It will go double ; it's a matter of time.","text":"Googl is a clear buy and its undervalued. It will go double ; it's a matter of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/228985809534992","repostId":"2374549798","repostType":4,"repost":{"id":"2374549798","pubTimestamp":1696896112,"share":"https://www.laohu8.com/m/news/2374549798?lang=&edition=full","pubTime":"2023-10-10 08:01","market":"us","language":"en","title":"Tech Sell-Off: 1 Growth Stock to Buy, and 1 to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2374549798","media":"Motley Fool","summary":"August and September are two of the market's worst months each year, and October isn't looking much better so far.","content":"<html><head></head><body><p>August and September are historically two of the worst-performing months for the markets each year due to seasonal factors. Many Wall Street bankers take time off, which lowers trading volume, and fewer buyers are around to prop up dips in the market. What makes this year even tougher is that investors are navigating a challenging interest rate environment, with mortgage rates and key U.S. government bond yields rising to levels that could put the brakes on the broader economy. </p><p>A combination of the above headwinds sent the <strong>Nasdaq Composite</strong> technology index plunging 7.4% between Aug. 1 and Sept. 30, and that weakness carried through to October as well. As a result, many individual tech stocks now trade at attractive prices.</p><p>But not all discounted stocks are created equal, so it&#39;s important for investors to be selective. Here&#39;s one stock to buy during the recent tech sell-off, and one to sell. </p><h2 id=\"id_2533960598\">The stock to buy: CrowdStrike</h2><p>According to an estimate by McKinsey &amp; Company, cyberattacks could result in as much as $10.5 trillion in damage annually starting in 2025. The firm says companies should be prepared for an increase in attacks by spending a collective $2 trillion per year on cybersecurity protection, but these businesses are only on track to spend about $189 billion in 2023. That&#39;s a significant gap, which suggests opportunities for leading providers of cybersecurity software like <strong>CrowdStrike Holdings</strong>).</p><p>Businesses are increasingly operating in the cloud, which means all of their valuable data and digital assets are hosted online. That makes them vulnerable to cyber threats around the clock, which could originate from anywhere in the world.</p><p>CrowdStrike not only offers cloud security, but it&#39;s also a specialist at protecting the endpoint, which describes any computer or device employees use to access their company&#39;s network. </p><p>CrowdStrike says 90% of successful cyberattacks and 70% of successful data breaches start at endpoints, because employees frequently interact with the outside world through email, phone calls, and messaging platforms. Each of those interactions creates a vulnerability that can be exploited by malicious actors.</p><p>But not every individual can be a cybersecurity expert, which is why the company relies heavily on artificial intelligence (AI) to automate threat detection and incident response. CrowdStrike protects over 23,000 customers, from which it collects 2 trillion data points each day. That information is used to train its AI models to increase their accuracy, and as the company grows, it will only continue to improve, which should attract even more customers seeking the most advanced protection.</p><p>The company also just released a generative AI chatbot called Charlotte, which it says will help companies get to the bottom of incidents and spot vulnerabilities more quickly than ever before.</p><p>In the recent fiscal 2024 second quarter (ended July 31), annual recurring revenue jumped 37% year over year to $2.9 billion. While that&#39;s impressive, it&#39;s a fraction of what the company predicts will be a $158 billion addressable market by 2026 -- but if McKinsey &amp; Company&#39;s analysis is accurate, CrowdStrike&#39;s long-term runway will be even greater. </p><p>CrowdStrike stock has been flat since the beginning of August despite the broader market sell-off, which speaks to investors&#39; confidence in the company. But it remains 41% below its all-time high from 2021, so now is still a great time to buy in for the long run. </p><h2 id=\"id_58867153\">The stock to sell: Peloton Interactive</h2><p>Share prices of <strong>Peloton Interactive</strong> are down 46% since the beginning of August and now trade 96% below their all-time high, which was set during the height of the pandemic in 2020. Over the past few years, Peloton grew to be a globally recognized brand for its at-home digitally connected exercise equipment.</p><p>Peloton&#39;s stationary exercise bike, treadmill, and rowing machine are fitted with screens that display virtual workout classes and a host of applications to make exercising more interactive. Naturally, those products were a smash hit when pandemic-related lockdowns were in play, and they sent annual revenue surging to an all-time high of $4 billion in fiscal 2021 (ended June 30, 2021).</p><p>But the company has since suffered two consecutive years of sales declines, with fiscal 2023 coming in at just $2.8 billion. To Peloton&#39;s credit, it installed a new management team, which is making all the right moves. It slashed costs by laying off employees and offshoring manufacturing, and it opened new sales channels through third-party retailers like <strong>Amazon</strong> and <strong>Dick&#39;s Sporting Goods</strong>. </p><p>To offset sluggish equipment sales, Peloton has focused on acquiring more users for its mobile application, which earns revenue through monthly subscriptions. The company wants to cater to an audience that enjoys working out without hardware, whether users prefer activities like running or yoga, for example.</p><p>The app provides step-by-step workout plans and a platform to track your progress. And the highest-tier subscription ($24.99 per month) allows the user to plug the app into third-party, non-Peloton equipment, which should help increase its addressable market.</p><p>At the end of fiscal 2023, the company had 828,000 stand-alone members on the platform, which is still far less than the 3 million connected-fitness subscribers (Peloton equipment owners with an active subscription). Theoretically, the app should scale up quite fast because it doesn&#39;t require the purchase of any hardware. </p><p>While these are all positive developments, Peloton still <em>lost</em> $1.2 billion in fiscal 2023. Many of its costs for the year were one-offs and noncash in nature (like supplier settlements and stock-based compensation), but the company is still very much in a fight for survival since it only has $813 million in cash on hand.</p><p>With Peloton stock trading at a fraction of its all-time high and with interest rates still climbing, questions remain as to whether the company will be able to raise more cash to continue its turnaround. That&#39;s a risk investors don&#39;t have to take right now, especially with high-quality opportunities like CrowdStrike available. </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>Tech Sell-Off: 1 Growth Stock to Buy, and 1 to Sell</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\">\nTech Sell-Off: 1 Growth Stock to Buy, and 1 to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-10 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/10/09/tech-sell-off-1-growth-stock-to-buy-and-1-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>August and September are historically two of the worst-performing months for the markets each year due to seasonal factors. Many Wall Street bankers take time off, which lowers trading volume, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/10/09/tech-sell-off-1-growth-stock-to-buy-and-1-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","PTON":"Peloton Interactive, Inc."},"source_url":"https://www.fool.com/investing/2023/10/09/tech-sell-off-1-growth-stock-to-buy-and-1-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374549798","content_text":"August and September are historically two of the worst-performing months for the markets each year due to seasonal factors. Many Wall Street bankers take time off, which lowers trading volume, and fewer buyers are around to prop up dips in the market. What makes this year even tougher is that investors are navigating a challenging interest rate environment, with mortgage rates and key U.S. government bond yields rising to levels that could put the brakes on the broader economy. A combination of the above headwinds sent the Nasdaq Composite technology index plunging 7.4% between Aug. 1 and Sept. 30, and that weakness carried through to October as well. As a result, many individual tech stocks now trade at attractive prices.But not all discounted stocks are created equal, so it's important for investors to be selective. Here's one stock to buy during the recent tech sell-off, and one to sell. The stock to buy: CrowdStrikeAccording to an estimate by McKinsey & Company, cyberattacks could result in as much as $10.5 trillion in damage annually starting in 2025. The firm says companies should be prepared for an increase in attacks by spending a collective $2 trillion per year on cybersecurity protection, but these businesses are only on track to spend about $189 billion in 2023. That's a significant gap, which suggests opportunities for leading providers of cybersecurity software like CrowdStrike Holdings).Businesses are increasingly operating in the cloud, which means all of their valuable data and digital assets are hosted online. That makes them vulnerable to cyber threats around the clock, which could originate from anywhere in the world.CrowdStrike not only offers cloud security, but it's also a specialist at protecting the endpoint, which describes any computer or device employees use to access their company's network. CrowdStrike says 90% of successful cyberattacks and 70% of successful data breaches start at endpoints, because employees frequently interact with the outside world through email, phone calls, and messaging platforms. Each of those interactions creates a vulnerability that can be exploited by malicious actors.But not every individual can be a cybersecurity expert, which is why the company relies heavily on artificial intelligence (AI) to automate threat detection and incident response. CrowdStrike protects over 23,000 customers, from which it collects 2 trillion data points each day. That information is used to train its AI models to increase their accuracy, and as the company grows, it will only continue to improve, which should attract even more customers seeking the most advanced protection.The company also just released a generative AI chatbot called Charlotte, which it says will help companies get to the bottom of incidents and spot vulnerabilities more quickly than ever before.In the recent fiscal 2024 second quarter (ended July 31), annual recurring revenue jumped 37% year over year to $2.9 billion. While that's impressive, it's a fraction of what the company predicts will be a $158 billion addressable market by 2026 -- but if McKinsey & Company's analysis is accurate, CrowdStrike's long-term runway will be even greater. CrowdStrike stock has been flat since the beginning of August despite the broader market sell-off, which speaks to investors' confidence in the company. But it remains 41% below its all-time high from 2021, so now is still a great time to buy in for the long run. The stock to sell: Peloton InteractiveShare prices of Peloton Interactive are down 46% since the beginning of August and now trade 96% below their all-time high, which was set during the height of the pandemic in 2020. Over the past few years, Peloton grew to be a globally recognized brand for its at-home digitally connected exercise equipment.Peloton's stationary exercise bike, treadmill, and rowing machine are fitted with screens that display virtual workout classes and a host of applications to make exercising more interactive. Naturally, those products were a smash hit when pandemic-related lockdowns were in play, and they sent annual revenue surging to an all-time high of $4 billion in fiscal 2021 (ended June 30, 2021).But the company has since suffered two consecutive years of sales declines, with fiscal 2023 coming in at just $2.8 billion. To Peloton's credit, it installed a new management team, which is making all the right moves. It slashed costs by laying off employees and offshoring manufacturing, and it opened new sales channels through third-party retailers like Amazon and Dick's Sporting Goods. To offset sluggish equipment sales, Peloton has focused on acquiring more users for its mobile application, which earns revenue through monthly subscriptions. The company wants to cater to an audience that enjoys working out without hardware, whether users prefer activities like running or yoga, for example.The app provides step-by-step workout plans and a platform to track your progress. And the highest-tier subscription ($24.99 per month) allows the user to plug the app into third-party, non-Peloton equipment, which should help increase its addressable market.At the end of fiscal 2023, the company had 828,000 stand-alone members on the platform, which is still far less than the 3 million connected-fitness subscribers (Peloton equipment owners with an active subscription). Theoretically, the app should scale up quite fast because it doesn't require the purchase of any hardware. While these are all positive developments, Peloton still lost $1.2 billion in fiscal 2023. Many of its costs for the year were one-offs and noncash in nature (like supplier settlements and stock-based compensation), but the company is still very much in a fight for survival since it only has $813 million in cash on hand.With Peloton stock trading at a fraction of its all-time high and with interest rates still climbing, questions remain as to whether the company will be able to raise more cash to continue its turnaround. That's a risk investors don't have to take right now, especially with high-quality opportunities like CrowdStrike available.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":224834182033464,"gmtCreate":1695900080051,"gmtModify":1695900084456,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"&nbsp;buy baba when it's most hated now. Just look a meta a year ago &amp; now, from $88 to 300","listText":"&nbsp;buy baba when it's most hated now. Just look a meta a year ago &amp; now, from $88 to 300","text":"buy baba when it's most hated now. Just look a meta a year ago & now, from $88 to 300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/224834182033464","repostId":"1166921419","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":224833109594112,"gmtCreate":1695899957945,"gmtModify":1695899962372,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Nke is a clear buy, tp 136. It has 40% global mkt share.","listText":"Nke is a clear buy, tp 136. It has 40% global mkt share.","text":"Nke is a clear buy, tp 136. It has 40% global mkt share.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/224833109594112","repostId":"2370742329","repostType":4,"repost":{"id":"2370742329","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1695884582,"share":"https://www.laohu8.com/m/news/2370742329?lang=&edition=full","pubTime":"2023-09-28 15:03","market":"us","language":"en","title":"Nike Earnings Are Here. Wall Street Is Torn Over What to Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=2370742329","media":"Dow Jones","summary":"Nike reports earnings after the market closes Thursday. Whether the company meets projections is a hotly debated topic up and down Wall Street.Analysts are projecting Nike (ticker: NKE) will post earn","content":"<html><head></head><body><p style=\"text-align: start;\">Nike reports earnings after the market closes Thursday. Whether the company meets projections is a hotly debated topic up and down Wall Street.</p><p style=\"text-align: start;\">Analysts are projecting Nike (ticker: NKE) will post earnings of 76 cents on $13 billion in revenue for its fiscal first quarter. But with demand for athletic wear slowing, investors are split on what to expect when the results hit the wire.</p><p>“NKE is one of the biggest battleground stocks in our coverage,” wrote Rick Patel, analyst at Raymond James, in a Tuesday note to clients. Patel has an Outperform rating on the stock.</p><p>Bearish investors are concerned that a slowdown in consumer spending across North America will weigh on the company’s results. Foot Locker (FL) and Dick’s Sporting Goods (DKS) both cut their full-year outlooks following lackluster second-quarter results, citing cautious consumers. Back-to-school sneaker sales, which initially got off to a strong start, have since fallen flat.</p><p>“Our consumer survey results indicate that U.S. consumers are likely to reduce spending ahead, with apparel and footwear being the most likely areas of pullback,” wrote Jefferies analyst Randal Konik in a note downgrading Nike stock to Hold from Buy Monday.</p><p>It doesn’t help that the economy of one of Nike’s biggest growth markets—China—is still sputtering. The macroeconomic headwinds in both of the company’s largest markets could lead Nike’s management team to lower their fiscal-second-quarter guidance, added Citi’s Paul Lejuez. Lejuez has a Neutral rating on the stock.</p><p>The bulls, such as Guggenheim’s Robert Drbul, argue the stock price already reflects these concerns. Nike shares are off 24% this year, well below the S&amp;P 500 ‘s 11% gain.</p><p>“At current levels, we believe the risk-reward ratio in the shares remains<br/>favorable,” Drbul wrote, adding that the stock was primed for a rally. Nike is a <em>Barron’s</em> stock pick.</p><p>Drbul noted that the company has recently improved its inventory levels after several quarters of having too much in stock, which positions it well to navigate economic uncertainty.</p><p>Telsey Advisory Group’s Cristina Fernandez agrees. The company seems to be in a “better inventory position than other brands,” she says. It will, however, likely still have to discount some products through the holiday season to keep up with competitors who may still have overburdened inventories.</p><p>Moreover, the Nike brand is still strong, she adds, with many wholesale partners, including Foot Locker, recently commenting that Nike shoes were selling well. Fernandez has an Outperform rating on the stock.</p><p>A slate of highly anticipated sneaker drops could extend that sales momentum through December, Drbul wrote, such as the new Jordan and Kobe models.</p><p>The company could also benefit from fewer factors pressuring gross margins, Patel, the Raymond James analyst, pointed out. High freight costs and inventory levels, topped off by lockdowns in China, dragged margins lower in recent quarters. But these challenges have since eased and turned to tailwinds for the company, he added.</p><p>“We think NKE is locked and loaded to show better earnings power when margin pressure eases,” Patel wrote.</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>Nike Earnings Are Here. Wall Street Is Torn Over What to Expect</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\">\nNike Earnings Are Here. Wall Street Is Torn Over What to Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-09-28 15:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Nike reports earnings after the market closes Thursday. Whether the company meets projections is a hotly debated topic up and down Wall Street.</p><p style=\"text-align: start;\">Analysts are projecting Nike (ticker: NKE) will post earnings of 76 cents on $13 billion in revenue for its fiscal first quarter. But with demand for athletic wear slowing, investors are split on what to expect when the results hit the wire.</p><p>“NKE is one of the biggest battleground stocks in our coverage,” wrote Rick Patel, analyst at Raymond James, in a Tuesday note to clients. Patel has an Outperform rating on the stock.</p><p>Bearish investors are concerned that a slowdown in consumer spending across North America will weigh on the company’s results. Foot Locker (FL) and Dick’s Sporting Goods (DKS) both cut their full-year outlooks following lackluster second-quarter results, citing cautious consumers. Back-to-school sneaker sales, which initially got off to a strong start, have since fallen flat.</p><p>“Our consumer survey results indicate that U.S. consumers are likely to reduce spending ahead, with apparel and footwear being the most likely areas of pullback,” wrote Jefferies analyst Randal Konik in a note downgrading Nike stock to Hold from Buy Monday.</p><p>It doesn’t help that the economy of one of Nike’s biggest growth markets—China—is still sputtering. The macroeconomic headwinds in both of the company’s largest markets could lead Nike’s management team to lower their fiscal-second-quarter guidance, added Citi’s Paul Lejuez. Lejuez has a Neutral rating on the stock.</p><p>The bulls, such as Guggenheim’s Robert Drbul, argue the stock price already reflects these concerns. Nike shares are off 24% this year, well below the S&amp;P 500 ‘s 11% gain.</p><p>“At current levels, we believe the risk-reward ratio in the shares remains<br/>favorable,” Drbul wrote, adding that the stock was primed for a rally. Nike is a <em>Barron’s</em> stock pick.</p><p>Drbul noted that the company has recently improved its inventory levels after several quarters of having too much in stock, which positions it well to navigate economic uncertainty.</p><p>Telsey Advisory Group’s Cristina Fernandez agrees. The company seems to be in a “better inventory position than other brands,” she says. It will, however, likely still have to discount some products through the holiday season to keep up with competitors who may still have overburdened inventories.</p><p>Moreover, the Nike brand is still strong, she adds, with many wholesale partners, including Foot Locker, recently commenting that Nike shoes were selling well. Fernandez has an Outperform rating on the stock.</p><p>A slate of highly anticipated sneaker drops could extend that sales momentum through December, Drbul wrote, such as the new Jordan and Kobe models.</p><p>The company could also benefit from fewer factors pressuring gross margins, Patel, the Raymond James analyst, pointed out. High freight costs and inventory levels, topped off by lockdowns in China, dragged margins lower in recent quarters. But these challenges have since eased and turned to tailwinds for the company, he added.</p><p>“We think NKE is locked and loaded to show better earnings power when margin pressure eases,” Patel wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2370742329","content_text":"Nike reports earnings after the market closes Thursday. Whether the company meets projections is a hotly debated topic up and down Wall Street.Analysts are projecting Nike (ticker: NKE) will post earnings of 76 cents on $13 billion in revenue for its fiscal first quarter. But with demand for athletic wear slowing, investors are split on what to expect when the results hit the wire.“NKE is one of the biggest battleground stocks in our coverage,” wrote Rick Patel, analyst at Raymond James, in a Tuesday note to clients. Patel has an Outperform rating on the stock.Bearish investors are concerned that a slowdown in consumer spending across North America will weigh on the company’s results. Foot Locker (FL) and Dick’s Sporting Goods (DKS) both cut their full-year outlooks following lackluster second-quarter results, citing cautious consumers. Back-to-school sneaker sales, which initially got off to a strong start, have since fallen flat.“Our consumer survey results indicate that U.S. consumers are likely to reduce spending ahead, with apparel and footwear being the most likely areas of pullback,” wrote Jefferies analyst Randal Konik in a note downgrading Nike stock to Hold from Buy Monday.It doesn’t help that the economy of one of Nike’s biggest growth markets—China—is still sputtering. The macroeconomic headwinds in both of the company’s largest markets could lead Nike’s management team to lower their fiscal-second-quarter guidance, added Citi’s Paul Lejuez. Lejuez has a Neutral rating on the stock.The bulls, such as Guggenheim’s Robert Drbul, argue the stock price already reflects these concerns. Nike shares are off 24% this year, well below the S&P 500 ‘s 11% gain.“At current levels, we believe the risk-reward ratio in the shares remainsfavorable,” Drbul wrote, adding that the stock was primed for a rally. Nike is a Barron’s stock pick.Drbul noted that the company has recently improved its inventory levels after several quarters of having too much in stock, which positions it well to navigate economic uncertainty.Telsey Advisory Group’s Cristina Fernandez agrees. The company seems to be in a “better inventory position than other brands,” she says. It will, however, likely still have to discount some products through the holiday season to keep up with competitors who may still have overburdened inventories.Moreover, the Nike brand is still strong, she adds, with many wholesale partners, including Foot Locker, recently commenting that Nike shoes were selling well. Fernandez has an Outperform rating on the stock.A slate of highly anticipated sneaker drops could extend that sales momentum through December, Drbul wrote, such as the new Jordan and Kobe models.The company could also benefit from fewer factors pressuring gross margins, Patel, the Raymond James analyst, pointed out. High freight costs and inventory levels, topped off by lockdowns in China, dragged margins lower in recent quarters. But these challenges have since eased and turned to tailwinds for the company, he added.“We think NKE is locked and loaded to show better earnings power when margin pressure eases,” Patel wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200175514763504,"gmtCreate":1689905349900,"gmtModify":1689905353797,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Focus only on the risks, not rewards. Very skewed. WB has amzn shares too.","listText":"Focus only on the risks, not rewards. Very skewed. WB has amzn shares too.","text":"Focus only on the risks, not rewards. Very skewed. WB has amzn shares too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200175514763504","repostId":"2352041065","repostType":4,"repost":{"id":"2352041065","pubTimestamp":1689902700,"share":"https://www.laohu8.com/m/news/2352041065?lang=&edition=full","pubTime":"2023-07-21 09:25","market":"us","language":"en","title":"Amazon: AWS Is Rolling Over","url":"https://stock-news.laohu8.com/highlight/detail?id=2352041065","media":"Seeking Alpha","summary":"SummaryAWS's moat appears to be coming under pressure with declining margins and market share.Meanwhile, Amazon's e-commerce business is extremely capital-intensive and isn't what Warren Buffett would","content":"<html><head></head><body><h2 id=\"id_3857973660\" style=\"text-align: left;\">Summary</h2><ul><li><p>AWS&#39;s moat appears to be coming under pressure with declining margins and market share.</p></li><li><p>Meanwhile, Amazon&#39;s e-commerce business is extremely capital-intensive and isn&#39;t what Warren Buffett would call a &#34;wonderful business.&#34;</p></li><li><p>I&#39;ll explain why growth may disappoint.</p></li><li><p>At a normalized PE ratio of 56x, I think Amazon is about to roll over ~ Sell the rally.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63353963b0650d6e0aa3d29abc759cc2\" alt=\"Alex Wong/Getty Images News\" title=\"Alex Wong/Getty Images News\" tg-width=\"750\" tg-height=\"531\"/><span>Alex Wong/Getty Images News</span></p><h2 id=\"id_2428538841\" style=\"text-align: left;\">The Thesis</h2><p style=\"text-align: left;\">I&#39;ve covered Amazon (NASDAQ:AMZN) twice before, first recommending a &#34;Sell&#34; in mid-2022, then upgrading to a &#34;Hold&#34; at the end of last year. Amazon&#39;s since rallied 45%, but I think it&#39;s about to roll over again. Let me explain why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159847e5286f7e5bf36d5a0a4e1fb58f\" alt=\"Author&#39;s AMZN Rating History (Seeking Alpha)\" title=\"Author&#39;s AMZN Rating History (Seeking Alpha)\" tg-width=\"640\" tg-height=\"325\"/><span>Author&#39;s AMZN Rating History (Seeking Alpha)</span></p><h2 id=\"id_2848980801\" style=\"text-align: left;\">Amazon&#39;s Businesses Are Rolling Over</h2><h4 id=\"id_1138416373\" style=\"text-align: left;\">E-Commerce</h4><p style=\"text-align: left;\">Amazon&#39;s flagship E-Commerce business has had its fair share of struggles. Amazon made the mistake of over-investing in e-commerce warehouses and delivery vans during the abnormal lockdowns of 2020 and 2021. Next, Amazon compounded the issue by spending tons of money on depreciating movies and TV shows.</p><p style=\"text-align: left;\">Thus, depreciation expense has outgrown revenues drastically:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/948c230f0d785a9393d241e8b22e6463\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"433\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">When the lockdowns eased, Amazon was &#34;swimming naked&#34; as it ran into the brick wall of inflation in 2022. Seeing wages skyrocket for its 1.5 million employees, Amazon started losing money on its e-commerce business:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0eb5c7d391595a507da676a712944536\" alt=\"Amazon&#39;s E-Commerce Operating Margins (Author)\" title=\"Amazon&#39;s E-Commerce Operating Margins (Author)\" tg-width=\"640\" tg-height=\"388\"/><span>Amazon&#39;s E-Commerce Operating Margins (Author)</span></p><p style=\"text-align: left;\">Wages tend not to go down and stay down, nor do depreciation costs, which Amazon accounts for on a straight-line basis. So, the argument for huge margin expansion looks somewhat weak.</p><p style=\"text-align: left;\">Also keep in mind that tons of retailers now have a direct-to-consumer business, such as Nike (NKE) and American Eagle (AEO). This is just scratching the surface. So, consumers no longer have to buy everything e-commerce on Amazon.com; they can just go on Nike&#39;s website to buy their next pair of sneakers or branded hoodie.</p><p style=\"text-align: left;\">I think Amazon.com was at the peak of its power back in 2020, and there may be no going back. I recently asked my fiancee what she would do if Amazon raised its Prime membership fee by 50%, and without hesitation, she said she&#39;d cancel it.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ad4d243b5edf29e1fcd5c3f93ff0ada5\" alt=\"Amazon&#39;s Q1 2023 Revenue Breakdown (Statista)\" title=\"Amazon&#39;s Q1 2023 Revenue Breakdown (Statista)\" tg-width=\"640\" tg-height=\"454\"/><span>Amazon&#39;s Q1 2023 Revenue Breakdown (Statista)</span></p><h4 id=\"id_4213318177\" style=\"text-align: left;\">Not A &#34;Wonderful Business&#34;</h4><p style=\"text-align: left;\">All that said, Amazon is trying to push advertising and other income streams, so it&#39;s not that I think Amazon&#39;s North American and International e-commerce segments won&#39;t grow at all. It&#39;s just that I think they are capital-intensive, low margin businesses (Not what Warren Buffett would call a wonderful business). For example, Amazon had $187 billion of property, plant and equipment on its balance sheet at the end of 2022. All of this shareholder capital is sitting there and earning next to no money. Free cash flow is negative, net income is minuscule, and debt is soaring higher:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6367a5ce4bfbfced7044ac9b4af53188\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><p style=\"text-align: left;\">This isn&#39;t what you like to see. Amazon&#39;s $141 billion long-term debt and capital lease obligation is enormous, especially compared to its falling profitability.</p><h4 id=\"id_1569079754\" style=\"text-align: left;\">Cloud</h4><p style=\"text-align: left;\">Moving on to cloud, operating margins are rolling over. Amazon&#39;s CEO has cited slowing demand. But I&#39;m seeing increasing competition as well.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/498b2632f1238ec1b7ac89b438aa5e4d\" alt=\"AWS Cloud Operating Margins (Author)\" title=\"AWS Cloud Operating Margins (Author)\" tg-width=\"640\" tg-height=\"390\"/><span>AWS Cloud Operating Margins (Author)</span></p><p style=\"text-align: left;\">Amazon&#39;s cloud business hasn&#39;t gained an inch of market share over the past five years, meanwhile, Microsoft (MSFT) and Google (GOOG) continue to gain ground:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c29a7eeeb335c462ac2dbd4e13930785\" alt=\"Global Cloud Market Share (Synergy Research Group)\" title=\"Global Cloud Market Share (Synergy Research Group)\" tg-width=\"756\" tg-height=\"490\"/><span>Global Cloud Market Share (Synergy Research Group)</span></p><p style=\"text-align: left;\">Are Amazon&#39;s cloud margins falling because of slowing demand, or is Amazon lowering prices to stop losing market share (Which has been falling for the past three quarters)? I lean towards the latter.</p><p style=\"text-align: left;\">Moreover, I think AWS&#39;s long-term moat (A.K.A. durable competitive advantage) in cloud be somewhat fickle. I would compare cloud computing to the semiconductor industry where you can have an advantage due to scale, offerings, technology, and brand, but these advantages can fade over the years as we&#39;ve seen with the once great Intel (INTC), which has been displaced by Taiwan Semiconductor Manufacturing Company (TSM) and others. So, I cannot say if AWS will enjoy the same dominant position in 10, 20, or 30 years.</p><h2 id=\"id_3093333052\" style=\"text-align: left;\">Normalized Earnings</h2><p style=\"text-align: left;\">I still believe Amazon is under-earning on a net income and free cash flow basis. If we assume Amazon&#39;s e-commerce business (Segments ~ North America and International) returns to a 2% operating margin and that AWS can maintain its 24% operating margin, then Amazon would likely make $24.8 billion:</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;vertical-align:top;\"><p>E-Commerce Operating Income</p></td><td style=\"text-align:left;vertical-align:top;\"><p>$8.7 Billion</p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p>AWS Operating Income</p></td><td style=\"text-align:left;vertical-align:top;\"><p>$21.1 Billion</p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p><em>Interest Expense (Net)</em></p></td><td style=\"text-align:left;vertical-align:top;\"><p><em>($1.4 Billion)</em></p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p><strong>Earnings Before Income Tax</strong></p></td><td style=\"text-align:left;vertical-align:top;\"><p><strong>$28.4 Billion</strong></p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p><em>Income Tax Expense</em></p></td><td style=\"text-align:left;vertical-align:top;\"><p><em>($3.6 Billion)</em></p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p><strong>Normalized Net Income</strong></p></td><td style=\"text-align:left;vertical-align:top;\"><p><strong>$24.8 Billion</strong></p></td></tr></tbody></table><p style=\"text-align: left;\">Note: This estimate excludes the effects of equity investments and foreign currency gains/losses, giving Amazon a normalized PE ratio of 56x.</p><p style=\"text-align: left;\">Turning over to Amazon&#39;s operating cash flow, readers should understand that Amazon has $21 Billion of stock-based compensation. This makes operating cash flow a poor metric because it doesn&#39;t account for the huge dilutive effects of this figure. Owners of Amazon stock are continually seeing their per-share ownership decline:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5168afbb811afb711e75a9613269d81e\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"417\"/><span>Data by YCharts</span></p><h2 id=\"id_2452094190\" style=\"text-align: left;\">Amazon&#39;s Stock Could Roll Over</h2><h4 id=\"id_39016528\" style=\"text-align: left;\">Growth May Disappoint</h4><p style=\"text-align: left;\">Amazon is a terribly capital-intensive business, trading at 56x normalized earnings. Looking at Amazon&#39;s core businesses, growth may disappoint. For example, Grand View Research has the global cloud computing market growing at 14% per annum through to 2030. AWS&#39;s market share isn&#39;t growing, and the company is concentrated in North America where cloud computing has been widely adopted, and companies are actually trimming back their cloud spend. So, I think AWS will actually grow slower than 14% per annum over the next ten years. Amazon&#39;s also reached North American concentration in e-commerce, so future growth may depend on the company&#39;s ability to increase ad spend on its platforms and raise Prime membership prices. Of course, Amazon is expanding into India and other markets, but its International business actually saw an 8% decline in revenue from 2021 to 2022. Also, I expect Amazon&#39;s effective tax rates to increase over the next ten years alongside other American firms. Combine all of this, and I see Amazon growing normalized earnings at just 13% per annum.</p><h4 id=\"id_3733706909\" style=\"text-align: left;\">Long-Term Returns</h4><p style=\"text-align: left;\">My 2033 price target for Amazon is $155, implying returns of just 1.5% per annum:</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;vertical-align:top;\"><p>Normalized EPS (Diluted)</p></td><td style=\"text-align:left;vertical-align:top;\"><p>$2.40</p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p>Compound Annual Growth Rate</p></td><td style=\"text-align:left;vertical-align:top;\"><p>13%</p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p>Year 10 EPS</p></td><td style=\"text-align:left;vertical-align:top;\"><p>$8.15</p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p>Terminal Multiple</p></td><td style=\"text-align:left;vertical-align:top;\"><p>19x</p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p>Year 10 Share Price</p></td><td style=\"text-align:left;vertical-align:top;\"><p>$155</p></td></tr><tr><td style=\"text-align:left;vertical-align:top;\"><p>Compound Annual Returns</p></td><td style=\"text-align:left;vertical-align:top;\"><p>1.5%</p></td></tr></tbody></table><p style=\"text-align: left;\">Note: This is a base-case estimate. The compound annual growth rate is for dividends and earnings. The terminal multiple assumes an interest rate of 5% in 2033 (A reversion to the 5000 year mean). It also assumes a growth rate of 8% between 2033-2043, and accounts for the small probability that the business fails.</p><p style=\"text-align: left;\">Given that I do not believe investors are being paid here to hold Amazon, with the 2-year treasury yielding 4.75% vs. Amazon&#39;s prospective returns of 1.5% and a potential recession in North America looming, I am downgrading Amazon to a &#34;Strong Sell.&#34; AMZN could be about to roll over.</p><h2 id=\"id_279212440\" style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">There is a wide range of outcomes for Amazon&#39;s stock. My base-case factors in both the chance that Amazon loses substantial cloud computing market share, as well as the chance that Amazon&#39;s margins surprise to the upside in e-commerce and cloud. Also, Amazon&#39;s CEO said the company is working on AI chips but that they are competitive on a combination of price and performance (In other words, performance is lagging competitors). Anyway, there is a chance that some of Amazon&#39;s investments pay off. There&#39;s also a chance others lose big. Perhaps Amazon can increase e-commerce margins further than I expect if they effectively use AI to recommend products and integrate ads. But, this is being hindered by ongoing data privacy changes and regulation. Also, maybe the vast use of AI autonomous vehicles will reduce expenses and make Amazon&#39;s shipping vastly more efficient 5-10 years out. This is the wide range of outcomes factored into my long-term returns estimate.</p><h2 id=\"id_2395647617\" style=\"text-align: left;\">The Bottom Line</h2><p style=\"text-align: left;\">Amazon is doing great things, but it is also engaging in extremely capital-intensive things. At a normalized PE of 56x, I think now is a dangerous time to bet on massive margin expansion.</p><p style=\"text-align: left;\">Amazon&#39;s growth may disappoint. It seems the company has reached e-commerce and cloud concentration in North America. AWS&#39;s cloud market share and margins are falling. Moreover, Amazon&#39;s e-commerce business is not what Warren Buffett would call a &#34;wonderful business,&#34; with negative free cash flow and skyrocketing debt. Competition is heating up in direct-to-consumer and in cloud computing. Looking at my 1.5% prospective returns for Amazon vs. 4.75% on the two-year treasury, I think it&#39;s time to get out. Thus, I&#39;ve downgraded Amazon from a &#34;Hold&#34; to a &#34;Strong Sell.&#34; Whether you agree or disagree, I hope I shed light on the key issues surrounding Amazon.</p><p style=\"text-align: left;\">Until next time, happy investing!</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: AWS Is Rolling Over</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: AWS Is Rolling Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-21 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4618407-amazon-aws-rolling-over><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAWS's moat appears to be coming under pressure with declining margins and market share.Meanwhile, Amazon's e-commerce business is extremely capital-intensive and isn't what Warren Buffett would...</p>\n\n<a href=\"https://seekingalpha.com/article/4618407-amazon-aws-rolling-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","AMZN":"亚马逊","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4566":"资本集团","BK4220":"综合零售","BK4535":"淡马锡持仓","BK4524":"宅经济概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4559":"巴菲特持仓","LU0109392836.USD":"富兰克林科技股A","BK4538":"云计算","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4503":"景林资产持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4122":"互联网与直销零售","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4561":"索罗斯持仓"},"source_url":"https://seekingalpha.com/article/4618407-amazon-aws-rolling-over","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2352041065","content_text":"SummaryAWS's moat appears to be coming under pressure with declining margins and market share.Meanwhile, Amazon's e-commerce business is extremely capital-intensive and isn't what Warren Buffett would call a \"wonderful business.\"I'll explain why growth may disappoint.At a normalized PE ratio of 56x, I think Amazon is about to roll over ~ Sell the rally.Alex Wong/Getty Images NewsThe ThesisI've covered Amazon (NASDAQ:AMZN) twice before, first recommending a \"Sell\" in mid-2022, then upgrading to a \"Hold\" at the end of last year. Amazon's since rallied 45%, but I think it's about to roll over again. Let me explain why.Author's AMZN Rating History (Seeking Alpha)Amazon's Businesses Are Rolling OverE-CommerceAmazon's flagship E-Commerce business has had its fair share of struggles. Amazon made the mistake of over-investing in e-commerce warehouses and delivery vans during the abnormal lockdowns of 2020 and 2021. Next, Amazon compounded the issue by spending tons of money on depreciating movies and TV shows.Thus, depreciation expense has outgrown revenues drastically:Data by YChartsWhen the lockdowns eased, Amazon was \"swimming naked\" as it ran into the brick wall of inflation in 2022. Seeing wages skyrocket for its 1.5 million employees, Amazon started losing money on its e-commerce business:Amazon's E-Commerce Operating Margins (Author)Wages tend not to go down and stay down, nor do depreciation costs, which Amazon accounts for on a straight-line basis. So, the argument for huge margin expansion looks somewhat weak.Also keep in mind that tons of retailers now have a direct-to-consumer business, such as Nike (NKE) and American Eagle (AEO). This is just scratching the surface. So, consumers no longer have to buy everything e-commerce on Amazon.com; they can just go on Nike's website to buy their next pair of sneakers or branded hoodie.I think Amazon.com was at the peak of its power back in 2020, and there may be no going back. I recently asked my fiancee what she would do if Amazon raised its Prime membership fee by 50%, and without hesitation, she said she'd cancel it.Amazon's Q1 2023 Revenue Breakdown (Statista)Not A \"Wonderful Business\"All that said, Amazon is trying to push advertising and other income streams, so it's not that I think Amazon's North American and International e-commerce segments won't grow at all. It's just that I think they are capital-intensive, low margin businesses (Not what Warren Buffett would call a wonderful business). For example, Amazon had $187 billion of property, plant and equipment on its balance sheet at the end of 2022. All of this shareholder capital is sitting there and earning next to no money. Free cash flow is negative, net income is minuscule, and debt is soaring higher:Data by YChartsThis isn't what you like to see. Amazon's $141 billion long-term debt and capital lease obligation is enormous, especially compared to its falling profitability.CloudMoving on to cloud, operating margins are rolling over. Amazon's CEO has cited slowing demand. But I'm seeing increasing competition as well.AWS Cloud Operating Margins (Author)Amazon's cloud business hasn't gained an inch of market share over the past five years, meanwhile, Microsoft (MSFT) and Google (GOOG) continue to gain ground:Global Cloud Market Share (Synergy Research Group)Are Amazon's cloud margins falling because of slowing demand, or is Amazon lowering prices to stop losing market share (Which has been falling for the past three quarters)? I lean towards the latter.Moreover, I think AWS's long-term moat (A.K.A. durable competitive advantage) in cloud be somewhat fickle. I would compare cloud computing to the semiconductor industry where you can have an advantage due to scale, offerings, technology, and brand, but these advantages can fade over the years as we've seen with the once great Intel (INTC), which has been displaced by Taiwan Semiconductor Manufacturing Company (TSM) and others. So, I cannot say if AWS will enjoy the same dominant position in 10, 20, or 30 years.Normalized EarningsI still believe Amazon is under-earning on a net income and free cash flow basis. If we assume Amazon's e-commerce business (Segments ~ North America and International) returns to a 2% operating margin and that AWS can maintain its 24% operating margin, then Amazon would likely make $24.8 billion:E-Commerce Operating Income$8.7 BillionAWS Operating Income$21.1 BillionInterest Expense (Net)($1.4 Billion)Earnings Before Income Tax$28.4 BillionIncome Tax Expense($3.6 Billion)Normalized Net Income$24.8 BillionNote: This estimate excludes the effects of equity investments and foreign currency gains/losses, giving Amazon a normalized PE ratio of 56x.Turning over to Amazon's operating cash flow, readers should understand that Amazon has $21 Billion of stock-based compensation. This makes operating cash flow a poor metric because it doesn't account for the huge dilutive effects of this figure. Owners of Amazon stock are continually seeing their per-share ownership decline:Data by YChartsAmazon's Stock Could Roll OverGrowth May DisappointAmazon is a terribly capital-intensive business, trading at 56x normalized earnings. Looking at Amazon's core businesses, growth may disappoint. For example, Grand View Research has the global cloud computing market growing at 14% per annum through to 2030. AWS's market share isn't growing, and the company is concentrated in North America where cloud computing has been widely adopted, and companies are actually trimming back their cloud spend. So, I think AWS will actually grow slower than 14% per annum over the next ten years. Amazon's also reached North American concentration in e-commerce, so future growth may depend on the company's ability to increase ad spend on its platforms and raise Prime membership prices. Of course, Amazon is expanding into India and other markets, but its International business actually saw an 8% decline in revenue from 2021 to 2022. Also, I expect Amazon's effective tax rates to increase over the next ten years alongside other American firms. Combine all of this, and I see Amazon growing normalized earnings at just 13% per annum.Long-Term ReturnsMy 2033 price target for Amazon is $155, implying returns of just 1.5% per annum:Normalized EPS (Diluted)$2.40Compound Annual Growth Rate13%Year 10 EPS$8.15Terminal Multiple19xYear 10 Share Price$155Compound Annual Returns1.5%Note: This is a base-case estimate. The compound annual growth rate is for dividends and earnings. The terminal multiple assumes an interest rate of 5% in 2033 (A reversion to the 5000 year mean). It also assumes a growth rate of 8% between 2033-2043, and accounts for the small probability that the business fails.Given that I do not believe investors are being paid here to hold Amazon, with the 2-year treasury yielding 4.75% vs. Amazon's prospective returns of 1.5% and a potential recession in North America looming, I am downgrading Amazon to a \"Strong Sell.\" AMZN could be about to roll over.Thesis RiskThere is a wide range of outcomes for Amazon's stock. My base-case factors in both the chance that Amazon loses substantial cloud computing market share, as well as the chance that Amazon's margins surprise to the upside in e-commerce and cloud. Also, Amazon's CEO said the company is working on AI chips but that they are competitive on a combination of price and performance (In other words, performance is lagging competitors). Anyway, there is a chance that some of Amazon's investments pay off. There's also a chance others lose big. Perhaps Amazon can increase e-commerce margins further than I expect if they effectively use AI to recommend products and integrate ads. But, this is being hindered by ongoing data privacy changes and regulation. Also, maybe the vast use of AI autonomous vehicles will reduce expenses and make Amazon's shipping vastly more efficient 5-10 years out. This is the wide range of outcomes factored into my long-term returns estimate.The Bottom LineAmazon is doing great things, but it is also engaging in extremely capital-intensive things. At a normalized PE of 56x, I think now is a dangerous time to bet on massive margin expansion.Amazon's growth may disappoint. It seems the company has reached e-commerce and cloud concentration in North America. AWS's cloud market share and margins are falling. Moreover, Amazon's e-commerce business is not what Warren Buffett would call a \"wonderful business,\" with negative free cash flow and skyrocketing debt. Competition is heating up in direct-to-consumer and in cloud computing. Looking at my 1.5% prospective returns for Amazon vs. 4.75% on the two-year treasury, I think it's time to get out. Thus, I've downgraded Amazon from a \"Hold\" to a \"Strong Sell.\" Whether you agree or disagree, I hope I shed light on the key issues surrounding Amazon.Until next time, happy investing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186699720892496,"gmtCreate":1686620262374,"gmtModify":1686620266128,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"I said before, TSM is still undervalued n tp is&nbsp; $140","listText":"I said before, TSM is still undervalued n tp is&nbsp; $140","text":"I said before, TSM is still undervalued n tp is $140","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186699720892496","repostId":"2343659056","repostType":4,"repost":{"id":"2343659056","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1686617309,"share":"https://www.laohu8.com/m/news/2343659056?lang=&edition=full","pubTime":"2023-06-13 08:48","market":"us","language":"en","title":"TSMC Stock Gains on Report That Nvidia AI-Chip Order Has Boosted Production","url":"https://stock-news.laohu8.com/highlight/detail?id=2343659056","media":"Dow Jones","summary":"Nvidia orders expected to be delivered in July, according to reportU.S. shares of Taiwan Semiconduct","content":"<html><head></head><body><p>Nvidia orders expected to be delivered in July, according to report</p><p>U.S. shares of Taiwan Semiconductor Manufacturing Co. outpaced the broader chip sector Monday following a report that increased AI-related orders from Nvidia Corp. have allowed the third-party fabricator to increase use of its capacity significantly.</p><p>On Monday, Taiwan&#39;s Economic Daily News reported that TSMC (2330.TW) was now using 70% to 80% of its 5-nanometer transistor-making capacity because of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> orders, up from previous usage levels in the more-than 50% range.</p><p>In chip parlance, nanometers, or nm, refers to the size of the transistors that are etched onto a silicon wafer to make a computer chip, with the general rule being that smaller transistors are faster and more efficient in using power.</p><p>TSMC has the capacity to make up to 130,000 5-nm wafers a month, and is currently running a production volume of about 90,000 to 100,000 wafers a month because of the additional Nvidia orders, which will be delivered in July, according to the report.</p><p>Nvidia is expected to cash in big on the artificial-intelligence surge via hardware and software sales this year.</p><p>American depositary receipts of TSMC rose 4.1% on Monday to close at $107.06, while the PHLX Semiconductor Index finished up 3.3%, compared with a 0.9% rise by the S&amp;P 500 index, and a 1.5% gain on the tech-heavy Nasdaq Composite Index.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Stock Gains on Report That Nvidia AI-Chip Order Has Boosted Production</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\">\nTSMC Stock Gains on Report That Nvidia AI-Chip Order Has Boosted Production\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-06-13 08:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia orders expected to be delivered in July, according to report</p><p>U.S. shares of Taiwan Semiconductor Manufacturing Co. outpaced the broader chip sector Monday following a report that increased AI-related orders from Nvidia Corp. have allowed the third-party fabricator to increase use of its capacity significantly.</p><p>On Monday, Taiwan&#39;s Economic Daily News reported that TSMC (2330.TW) was now using 70% to 80% of its 5-nanometer transistor-making capacity because of Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> orders, up from previous usage levels in the more-than 50% range.</p><p>In chip parlance, nanometers, or nm, refers to the size of the transistors that are etched onto a silicon wafer to make a computer chip, with the general rule being that smaller transistors are faster and more efficient in using power.</p><p>TSMC has the capacity to make up to 130,000 5-nm wafers a month, and is currently running a production volume of about 90,000 to 100,000 wafers a month because of the additional Nvidia orders, which will be delivered in July, according to the report.</p><p>Nvidia is expected to cash in big on the artificial-intelligence surge via hardware and software sales this year.</p><p>American depositary receipts of TSMC rose 4.1% on Monday to close at $107.06, while the PHLX Semiconductor Index finished up 3.3%, compared with a 0.9% rise by the S&amp;P 500 index, and a 1.5% gain on the tech-heavy Nasdaq Composite Index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2343659056","content_text":"Nvidia orders expected to be delivered in July, according to reportU.S. shares of Taiwan Semiconductor Manufacturing Co. outpaced the broader chip sector Monday following a report that increased AI-related orders from Nvidia Corp. have allowed the third-party fabricator to increase use of its capacity significantly.On Monday, Taiwan's Economic Daily News reported that TSMC (2330.TW) was now using 70% to 80% of its 5-nanometer transistor-making capacity because of Nvidia $(NVDA)$ orders, up from previous usage levels in the more-than 50% range.In chip parlance, nanometers, or nm, refers to the size of the transistors that are etched onto a silicon wafer to make a computer chip, with the general rule being that smaller transistors are faster and more efficient in using power.TSMC has the capacity to make up to 130,000 5-nm wafers a month, and is currently running a production volume of about 90,000 to 100,000 wafers a month because of the additional Nvidia orders, which will be delivered in July, according to the report.Nvidia is expected to cash in big on the artificial-intelligence surge via hardware and software sales this year.American depositary receipts of TSMC rose 4.1% on Monday to close at $107.06, while the PHLX Semiconductor Index finished up 3.3%, compared with a 0.9% rise by the S&P 500 index, and a 1.5% gain on the tech-heavy Nasdaq Composite Index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970105498,"gmtCreate":1684116567615,"gmtModify":1684116570810,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970105498","repostId":"656763333","repostType":1,"repost":{"id":656763333,"gmtCreate":1684068150624,"gmtModify":1684073582330,"author":{"id":"9000000000000104","authorId":"9000000000000104","name":"小左第一视角","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"","htmlText":"\n \n \n  美股 美聯儲可能重啓QE？市場資金都投到哪裏了？NVDA如何應對可能的頂部？AMZN、NFLX如何預期？TQQQ怎麼看？耶倫：債務危機有一個重要影響因素。\n \n","listText":"美股 美聯儲可能重啓QE？市場資金都投到哪裏了？NVDA如何應對可能的頂部？AMZN、NFLX如何預期？TQQQ怎麼看？耶倫：債務危機有一個重要影響因素。","text":"美股 美聯儲可能重啓QE？市場資金都投到哪裏了？NVDA如何應對可能的頂部？AMZN、NFLX如何預期？TQQQ怎麼看？耶倫：債務危機有一個重要影響因素。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656763333","isVote":1,"tweetType":2,"object":{"id":"a402e5c96a0d45be9e3cc7ac0bcc33d9","tweetId":"656763333","title":"美股 美联储可能重启QE？市场资金都投到哪里了？NVDA如何应对可能的顶部？AMZN、NFLX如何预期？TQQQ怎么看？耶伦：债务危机有一个重要影响因素。","videoUrl":"http://v.tigerbbs.com/168406814592082dfefe5964b2139c830be1ccd4538a7.mp4","poster":"https://static.tigerbbs.com/0960b0b08494eb5bc80cf3c9fe9ec4d4","shareLink":"http://v.tigerbbs.com/168406814592082dfefe5964b2139c830be1ccd4538a7.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949862812,"gmtCreate":1678496903837,"gmtModify":1678496907787,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"The perils of short selling","listText":"The perils of short selling","text":"The perils of short selling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949862812","repostId":"2318581167","repostType":4,"repost":{"id":"2318581167","pubTimestamp":1678516203,"share":"https://www.laohu8.com/m/news/2318581167?lang=&edition=full","pubTime":"2023-03-11 14:30","market":"us","language":"en","title":"Short Sellers Make $500 Million on SVB’s Demise. Collecting Won’t Be Easy","url":"https://stock-news.laohu8.com/highlight/detail?id=2318581167","media":"Bloomberg","summary":"One-day mark-to-market profit of $513 million on short betsStock remains halted after falling 63% in","content":"<html><head></head><body><ul><li>One-day mark-to-market profit of $513 million on short bets</li><li>Stock remains halted after falling 63% in premarket trading</li></ul><p>(Bloomberg) -- <a href=\"https://laohu8.com/S/SIVB\">SVB Financial Group</a>’s record plunge on Thursday minted short sellers roughly half a billion dollars in paper profits. But they now face a challenge: how to close their positions.</p><p>SVB shares plunged by 60% on Thursday as worries mounted over the bank’s operation, netting traders who bet against the stock a one-day mark-to-market profit of roughly $513 million. The stock fell another 63% in premarket trading Friday before being halted, with the Federal Deposit Insurance Corp. ultimately announcing that it had seized the bank.</p><p>“SIVB’s closure gives short sellers a windfall profit, but now they have to go through the sometimes-difficult process of liquidating their positions and realizing their mark-to-market profits,” said S3 Partners head of predictive analytics Ihor Dusaniwsky.</p><p>“With stock borrow financing costs accruing daily, even on weekends, even though trading is halted there is a continuous reduction of profits until short sellers close out their positions and return their borrowed shares.”</p><p>The SVB collapse comes just a day after crypto-friendly bank <a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a> Corp.’s announcement that it would liquidate and voluntarily wind down operations of its bank. That too minted bets against that heavily-shorted stock a sizeable windfall, although unlike SVB, its shares are still trading.</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>Short Sellers Make $500 Million on SVB’s Demise. Collecting Won’t Be Easy</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\">\nShort Sellers Make $500 Million on SVB’s Demise. Collecting Won’t Be Easy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-11 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-10/shorts-make-500-million-on-svb-demise-collecting-won-t-be-easy?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One-day mark-to-market profit of $513 million on short betsStock remains halted after falling 63% in premarket trading(Bloomberg) -- SVB Financial Group’s record plunge on Thursday minted short ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-10/shorts-make-500-million-on-svb-demise-collecting-won-t-be-easy?srnd=premium-asia\">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://www.bloomberg.com/news/articles/2023-03-10/shorts-make-500-million-on-svb-demise-collecting-won-t-be-easy?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318581167","content_text":"One-day mark-to-market profit of $513 million on short betsStock remains halted after falling 63% in premarket trading(Bloomberg) -- SVB Financial Group’s record plunge on Thursday minted short sellers roughly half a billion dollars in paper profits. But they now face a challenge: how to close their positions.SVB shares plunged by 60% on Thursday as worries mounted over the bank’s operation, netting traders who bet against the stock a one-day mark-to-market profit of roughly $513 million. The stock fell another 63% in premarket trading Friday before being halted, with the Federal Deposit Insurance Corp. ultimately announcing that it had seized the bank.“SIVB’s closure gives short sellers a windfall profit, but now they have to go through the sometimes-difficult process of liquidating their positions and realizing their mark-to-market profits,” said S3 Partners head of predictive analytics Ihor Dusaniwsky.“With stock borrow financing costs accruing daily, even on weekends, even though trading is halted there is a continuous reduction of profits until short sellers close out their positions and return their borrowed shares.”The SVB collapse comes just a day after crypto-friendly bank Silvergate Capital Corp.’s announcement that it would liquidate and voluntarily wind down operations of its bank. That too minted bets against that heavily-shorted stock a sizeable windfall, although unlike SVB, its shares are still trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":299690184175832,"gmtCreate":1714186063810,"gmtModify":1714186067553,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Options trading can be profitable&nbsp;","listText":"Options trading can be profitable&nbsp;","text":"Options trading can be profitable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":151,"commentSize":3,"repostSize":39,"link":"https://ttm.financial/post/299690184175832","isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088220260028080","authorId":"4088220260028080","name":"STLoke","avatar":"https://static.tigerbbs.com/69d7e7705000646320fe426fccb39c93","crmLevel":9,"crmLevelSwitch":1},"content":"With proper risk management, selling options will make money in the long run. Selling options is the same as owning an insurance company.","text":"With proper risk management, selling options will make money in the long run. Selling options is the same as owning an insurance company.","html":"With proper risk management, selling options will make money in the long run. Selling options is the same as owning an insurance company."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914797090,"gmtCreate":1665364243010,"gmtModify":1676537592032,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><v-v data-views=\"1\"></v-v>Buy before it goes to the moon. Long term price target $150. Solid free cash flow n it's spinning money.","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a><v-v data-views=\"1\"></v-v>Buy before it goes to the moon. Long term price target $150. Solid free cash flow n it's spinning money.","text":"$Alphabet(GOOGL)$Buy before it goes to the moon. Long term price target $150. Solid free cash flow n it's spinning money.","images":[{"img":"https://community-static.tradeup.com/news/b60e9f2e2294cec5327013e4f7fb267b","width":"1125","height":"1884"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":12,"repostSize":0,"link":"https://ttm.financial/post/9914797090","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914730137,"gmtCreate":1665364348729,"gmtModify":1676537592071,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/LVS\">$Las Vegas Sands(LVS)$</a>With Macau reopening, this share is poised to grow. Besides it's a cash business&nbsp;","listText":"<a href=\"https://ttm.financial/S/LVS\">$Las Vegas Sands(LVS)$</a>With Macau reopening, this share is poised to grow. Besides it's a cash business&nbsp;","text":"$Las Vegas Sands(LVS)$With Macau reopening, this share is poised to grow. Besides it's a cash business","images":[{"img":"https://community-static.tradeup.com/news/bd61128c7f257ba4e65937dc3fdc31eb","width":"1125","height":"1786"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":8,"repostSize":1,"link":"https://ttm.financial/post/9914730137","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":294785159975000,"gmtCreate":1712987371486,"gmtModify":1712987375383,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Buy the dips for strong companies eg unh, googl, amzn &amp; even baba!","listText":"Buy the dips for strong companies eg unh, googl, amzn &amp; even baba!","text":"Buy the dips for strong companies eg unh, googl, amzn & even baba!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294785159975000","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300021888278592,"gmtCreate":1714267054447,"gmtModify":1714267062171,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Hi all, just sharing my crm position. Positive returns!","listText":"Hi all, just sharing my crm position. Positive returns!","text":"Hi all, just sharing my crm position. Positive returns!","images":[{"img":"https://community-static.tradeup.com/news/07d9f67b9b2bee53717f7e7a5b92b2e3","width":"1242","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300021888278592","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":280624896692232,"gmtCreate":1709541474773,"gmtModify":1709541478489,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Googl is undervalued. Target $180. Buy now.","listText":"Googl is undervalued. Target $180. Buy now.","text":"Googl is undervalued. Target $180. Buy now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280624896692232","repostId":"2416573549","repostType":4,"repost":{"id":"2416573549","pubTimestamp":1709517600,"share":"https://www.laohu8.com/m/news/2416573549?lang=&edition=full","pubTime":"2024-03-04 10:00","market":"us","language":"en","title":"Is Google in Danger of Being Replaced?","url":"https://stock-news.laohu8.com/highlight/detail?id=2416573549","media":"Seeking Alpha","summary":"While Google's stock has been penalized for poor generative AI product launches or compet","content":"<html><head></head><body><p style=\"text-align: left;\">In less time than it takes Saturn to orbit the Sun, Google (NASDAQ:GOOG) (NASDAQ:GOOGL) has gone from a scrappy Stanford University research project into a technology behemoth valued at more than $1.7 <em>trillion</em>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83986253810705267bbca929658b8dce\" alt=\"JHVEPhoto/iStock Editorial via Getty Images\" title=\"JHVEPhoto/iStock Editorial via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>JHVEPhoto/iStock Editorial via Getty Images</span></p><p style=\"text-align: left;\">But as generative artificial intelligence looks to re-shape nearly every sector of the global economy, some have questioned whether the world&#39;s search engine is in danger of losing its place at the top of the mountain.</p><p style=\"text-align: left;\">&#34;Ever since OpenAI launched ChatGPT in late 2022, Google’s response looks more like a body builder who’s been told his muscles are all show, picking fights and getting beat up,&#34; Bernstein analyst Mark Shmulik wrote in a recent investor note. Shmulik has a Market-Perform rating and $160 price target on Google.</p><p style=\"text-align: left;\">Since ChatGPT and OpenAI — which is backed by billions from Microsoft (MSFT) — took the world by storm in late 2022, Google has been accused of being too slow to ship products (it has recently upped its cadence, albeit to harrowed results) and playing defense instead of offense, Shmulik said.</p><p style=\"text-align: left;\">The company has not done itself any favors, giving investors &#34;nothing beyond the bare minimum,&#34; Shmulik added.</p><p style=\"text-align: left;\">Led by Chief Executive Sundar Pichai, Google does not provide guidance; commentary around its various markets are often seen as &#34;cryptic;&#34; and the question and answer portion of earnings calls are a &#34;waste of time,&#34; Shmulik said. While that mindset worked for most of the past 20 years (the company went public in 2004), with the stock up nearly 5,000% since its IPO, the landscape has shifted dramatically the past couple of years.</p><h2 id=\"id_119599500\" style=\"text-align: left;\">Risk to search is more than just generative AI</h2><p style=\"text-align: left;\">Perhaps the biggest risk to Google (aside from being broken up or antitrust issues) is losing dominance in the lucrative search engine market.</p><p style=\"text-align: left;\">The company generated roughly $237B in ad revenue in 2023, most of which came from search. With roughly 91% of the market, it&#39;s clear Google is the 800 pound gorilla and others are champing at the bit to go after it.</p><p style=\"text-align: left;\">Microsoft is integrating generative AI and OpenAI&#39;s technology into all of its products, including Bing. ChatGPT itself is consistently one of the top 10 free apps on the iOS App Store while other gen AI companies garner significant attention from investors.</p><p style=\"text-align: left;\">Companies like Meta (META), Amazon (AMZN), Pinterest (PINS) and others are also nipping at Google&#39;s heels, as vertical (or specialized) and social search are as big of a threat to Google as generative AI is, Shmulik said.</p><p style=\"text-align: left;\">Google has tried to counter the generative AI threat with its own offerings, notably, Gemini.</p><p style=\"text-align: left;\">However, Gemini (formerly known as Bard) has had issues in recent days, including last month when it provided responses that offended some users, prompting the company to pause AI-generated images.</p><p style=\"text-align: left;\">Pichai called the results &#34;completely unacceptable&#34; and said the company would relaunch the AI model in the next few weeks.</p><h2 id=\"id_2199183964\" style=\"text-align: left;\">All&#39;s well that ends well?</h2><p style=\"text-align: left;\">While Google&#39;s stock has been penalized for poor generative AI product launches or competitor&#39;s announcements, its share of the search market hasn&#39;t been dinged — at least not yet. Its search market share has been relatively stable over the past 12 months at roughly 91%, according to StatCounter.</p><p style=\"text-align: left;\">That provides some comfort despite the self-inflicted wounds stemming from inside Google, Shmulik said.</p><p style=\"text-align: left;\">&#34;We continue to believe that at the point in time when Gen AI answers have gained consumer trust, Google should be best positioned to integrate these results alongside web query results thereby offering consumers the best of both worlds,&#34; Shmulik said.</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>Is Google in Danger of Being Replaced?</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 Google in Danger of Being Replaced?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-04 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4074691-is-google-in-danger-of-being-replaced><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In less time than it takes Saturn to orbit the Sun, Google (NASDAQ:GOOG) (NASDAQ:GOOGL) has gone from a scrappy Stanford University research project into a technology behemoth valued at more than $1.7...</p>\n\n<a href=\"https://seekingalpha.com/news/4074691-is-google-in-danger-of-being-replaced\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4524":"宅经济概念","BK4577":"网络游戏","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4527":"明星科技股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4077":"互动媒体与服务","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4574":"无人驾驶","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4551":"寇图资本持仓","LU0861579265.USD":"联博低波幅策略股票基金A","BK4573":"虚拟现实","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","GOOG":"谷歌","BK4581":"高盛持仓","BK4587":"ChatGPT概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","GOOGL":"谷歌A","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4528":"SaaS概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4585":"ETF&股票定投概念","BK4576":"AR","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4525":"远程办公概念"},"source_url":"https://seekingalpha.com/news/4074691-is-google-in-danger-of-being-replaced","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2416573549","content_text":"In less time than it takes Saturn to orbit the Sun, Google (NASDAQ:GOOG) (NASDAQ:GOOGL) has gone from a scrappy Stanford University research project into a technology behemoth valued at more than $1.7 trillion.JHVEPhoto/iStock Editorial via Getty ImagesBut as generative artificial intelligence looks to re-shape nearly every sector of the global economy, some have questioned whether the world's search engine is in danger of losing its place at the top of the mountain.\"Ever since OpenAI launched ChatGPT in late 2022, Google’s response looks more like a body builder who’s been told his muscles are all show, picking fights and getting beat up,\" Bernstein analyst Mark Shmulik wrote in a recent investor note. Shmulik has a Market-Perform rating and $160 price target on Google.Since ChatGPT and OpenAI — which is backed by billions from Microsoft (MSFT) — took the world by storm in late 2022, Google has been accused of being too slow to ship products (it has recently upped its cadence, albeit to harrowed results) and playing defense instead of offense, Shmulik said.The company has not done itself any favors, giving investors \"nothing beyond the bare minimum,\" Shmulik added.Led by Chief Executive Sundar Pichai, Google does not provide guidance; commentary around its various markets are often seen as \"cryptic;\" and the question and answer portion of earnings calls are a \"waste of time,\" Shmulik said. While that mindset worked for most of the past 20 years (the company went public in 2004), with the stock up nearly 5,000% since its IPO, the landscape has shifted dramatically the past couple of years.Risk to search is more than just generative AIPerhaps the biggest risk to Google (aside from being broken up or antitrust issues) is losing dominance in the lucrative search engine market.The company generated roughly $237B in ad revenue in 2023, most of which came from search. With roughly 91% of the market, it's clear Google is the 800 pound gorilla and others are champing at the bit to go after it.Microsoft is integrating generative AI and OpenAI's technology into all of its products, including Bing. ChatGPT itself is consistently one of the top 10 free apps on the iOS App Store while other gen AI companies garner significant attention from investors.Companies like Meta (META), Amazon (AMZN), Pinterest (PINS) and others are also nipping at Google's heels, as vertical (or specialized) and social search are as big of a threat to Google as generative AI is, Shmulik said.Google has tried to counter the generative AI threat with its own offerings, notably, Gemini.However, Gemini (formerly known as Bard) has had issues in recent days, including last month when it provided responses that offended some users, prompting the company to pause AI-generated images.Pichai called the results \"completely unacceptable\" and said the company would relaunch the AI model in the next few weeks.All's well that ends well?While Google's stock has been penalized for poor generative AI product launches or competitor's announcements, its share of the search market hasn't been dinged — at least not yet. Its search market share has been relatively stable over the past 12 months at roughly 91%, according to StatCounter.That provides some comfort despite the self-inflicted wounds stemming from inside Google, Shmulik said.\"We continue to believe that at the point in time when Gen AI answers have gained consumer trust, Google should be best positioned to integrate these results alongside web query results thereby offering consumers the best of both worlds,\" Shmulik said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927610958,"gmtCreate":1672465007074,"gmtModify":1676538695060,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"With sg reopening, genting n banks are winners&nbsp;","listText":"With sg reopening, genting n banks are winners&nbsp;","text":"With sg reopening, genting n banks are winners","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9927610958","repostId":"1131331146","repostType":4,"repost":{"id":"1131331146","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672396971,"share":"https://www.laohu8.com/m/news/1131331146?lang=&edition=full","pubTime":"2022-12-30 18:42","market":"us","language":"en","title":"2022 Recap: Which Singapore Stocks Are Winners?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131331146","media":"Tiger Newspress","summary":"2022 has been a tough year for markets with both the NASDAQ Composite Index and S&P 500 Index fallin","content":"<html><head></head><body><p>2022 has been a tough year for markets with both the NASDAQ Composite Index and S&amp;P 500 Index falling into abear market.</p><p>Investors may be pleased to know that the STI has held up well this year, chalking up a small gain of 4.1%.</p><p><img src=\"https://static.tigerbbs.com/f9e3122b459e8b2a819dd2599ac52d6c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>As the curtains come down for 2022, it’s time to reflect on the stock market for the year. Which Singapore stocks with a market cap above S$1 billion are winners? Let’s find out.</p><p><img src=\"https://static.tigerbbs.com/4c0dd36e39fe3ee73f32195a657360e0\" tg-width=\"1727\" tg-height=\"2680\" width=\"100%\" height=\"auto\"/></p><h2>1. Golden Energy and Resources (AUE)</h2><p>Golden Energy and Resources (Gear) is a Singapore-listed leading energy and resources company in the Asia Pacific region. GEAR principally engages in the exploration, mining, and marketing of metallurgical coal in Australia through its subsidiary Stanmore Coal Limited, and energy coal in Indonesia through its subsidiary PT Golden Energy Mines Tbk.</p><p>Golden Energy and Resources shares soared 170.69% in 2022.</p><p><img src=\"https://static.tigerbbs.com/e09f354c155ef7c30f3358df038557f6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>2. Yangzijiang Shipbuilding (BS6)</h2><p>Yangzijiang Shipbuilding is a large enterprise group with shipbuilding and Marine engineering manufacturing as its main business, shipping leasing, trade logistics and real estate as its supplement. The company&#39;s history can be traced back to 1956. It started as a shipbuilding cooperative. After a series of development, such as factory relocation in 1975, stock restructuring in 1999, construction of a new plant across the river in 2005 and listing in 2007, it is now the first Chinese Shipbuilding enterprise listed in Singapore.</p><p>Yangzijiang Shipbuilding Skyrocketed 114.85% in 2022.</p><p><img src=\"https://static.tigerbbs.com/f0dc936309aaafacd15252c281e05eae\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>3. Sembcorp Industries (U96)</h2><p>Sembcorp Industries Ltd is a Singapore-based energy and urban solutions provider. The Company delivers solutions that support the energy transition and sustainable development. It has four segments. Renewables segment’s principal activities are the provision of electricity from solar and wind resources, energy storage, trading of Energy Attribute Certificates, as well as provision of system services that support integration of renewables into grid. Integrated Urban Solutions segment supports sustainable development through its suite of urban, water, as well as waste and waste-to-resource solutions. Conventional Energy segment’s principal activities include the sale of energy molecules, including natural gas, steam and electricity from a diversity of fossil fuels, such as natural gas and coal. Other Businesses and Corporate segment comprise businesses mainly relating to specialized construction, minting, its captive insurance and financial services, as well as corporate costs.</p><p>Sembcorp Industries shares leaped 72.89% in 2022.</p><p><img src=\"https://static.tigerbbs.com/2571b24bec172251a666c94bd9aba9aa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>4. Sembcorp Marine (S51)</h2><p>Sembcorp Marine Ltd provides innovative engineering solutions to the global offshore, marine and energy industries. Headquartered in Singapore, the Group has close to 60 years of track record in the design and construction of rigs, floaters, offshore platforms and specialised vessels, as well as in the repair, upgrading and conversion of different ship types. Sembcorp Marine’s solutions focus on the following areas: Renewables, Process, Gas, Ocean Living and Advanced Drilling Rigs.</p><p>Sembcorp Marine shares surged 68.29% in 2022.</p><p><img src=\"https://static.tigerbbs.com/6654813b0e0fc64ac64977a35c2a60ff\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>5. Keppel Corp (BN4)</h2><p>Keppel Corporation Limited is an investment holding and management company. The Company&#39;s segments include Offshore &amp; Marine (O&amp;M), Infrastructure &amp; Others, Urban Development, Connectivity, Asset Management and Corporate &amp; Others. The Keppel Group of Companies includes Keppel Offshore and Marine, Keppel Integrated Engineering, Keppel Energy, Keppel Telecommunications and Transportation, K-Green Trust, Keppel Land and K-REIT Asia, among others.</p><p>Keppel Corporation shares jumped 49.6% in 2022.</p><p><img src=\"https://static.tigerbbs.com/b7d70ee9d222ad7bd02b28bd661b784e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>6. Jardine C&amp;C (C07)</h2><p>Jardine Cycle &amp; Carriage (JC&amp;C) is the investment holding company of the Jardine Matheson Group in Southeast Asia. JC&amp;C seeks to grow alongside Southeast Asia’s urbanisation and emerging consumer class by investing in market-leading businesses. JC&amp;C has a significant automotive presence in the region including Astra and Tunas Ridean in Indonesia, THACO Corporation in Vietnam, as well as the Cycle &amp; Carriage businesses in Singapore, Malaysia and Myanmar. </p><p>Jardine Cycle &amp; Carriage shares jumped 44.69% in 2022.</p><p><img src=\"https://static.tigerbbs.com/961586a8dae3e814b3f5dc139115354c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>7. Genting Sing (G13)</h2><p>Genting Singapore is a constituent stock of the Straits Times Index and is one of the largest companies in Singapore by market capitalisation. The principal activities of Genting Singapore and its subsidiaries are in the development, management and operation of integrated resort destinations including gaming, hospitality, MICE, leisure and entertainment facilities. Genting Singapore owns Resorts World Sentosa in Singapore, offering a casino, S.E.A. Aquarium, Adventure Cove Waterpark, Universal Studios Singapore theme park, hotels, MICE facilities, celebrity chef restaurants and specialty retail outlets.</p><p>Genting Singapore shares gained 26.32% in 2022.</p><p><img src=\"https://static.tigerbbs.com/aa55b18e98a69f03004c2681dac3ef33\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>8. City Developments (C09)</h2><p>Incorporated in 1963, City Developments Ltd is a leading residential developer. CDL has built over 15,000 fine homes since 1963. It is also one of Singapore&#39;s biggest commercial landlords with more than 30 prime commercial buildings. With a stable of 101hotels, the CDL Group is a leading hotel owner and operator. Its portfolio includes the Millennium, Copthorne and Kingsgate chains of hotels. Operating in 18 countries, CDL has 7 companies listed on stock exchanges in Singapore, London, Amsterdam, Hong Kong, New Zealand and Manila.</p><p>City Developments shares advanced 23.87% in 2022.</p><p><img src=\"https://static.tigerbbs.com/1be3d6c0e4a74416ae2d9a1a4dc94b83\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>9. Pacific Century (P15)</h2><p>Pacific Century Regional Developments Limited is a Singapore-based investment holding company. The Company has interests in telecommunications, media, information technology (IT) solutions, logistics and property development and investments in the Asia-Pacific region. The Company&#39;s primary holdings include PCCW Limited and Pacific Century Insurance Holdings Limited, both of which are listed on The Stock Exchange of Hong Kong Limited.</p><p>Pacific Century shares added 21.7% in 2022.</p><p><img src=\"https://static.tigerbbs.com/626b8cfbc54b5bf657275f3f2752b86a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>10. UOB (U11)</h2><p>United Overseas Bank Limited, often known as UOB, is a Singaporean multinational banking corporation headquartered in Singapore, with branches mostly found in most Southeast Asian countries. Through a series of acquisitions, it is now a leading bank in Singapore with banking subsidiaries in Malaysia, Thailand and Indonesia. Today, the UOB Group has a network of 502 offices in 18 countries and territories in Asia-Pacific, Western Europe and North America.</p><p>UOB shares climbed 18.98% in 2022.</p><p><img src=\"https://static.tigerbbs.com/a42e8a1ff73ee17218804bf9ef89f6a5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></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>2022 Recap: Which Singapore Stocks Are Winners?</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\">\n2022 Recap: Which Singapore Stocks Are Winners?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-30 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2022 has been a tough year for markets with both the NASDAQ Composite Index and S&amp;P 500 Index falling into abear market.</p><p>Investors may be pleased to know that the STI has held up well this year, chalking up a small gain of 4.1%.</p><p><img src=\"https://static.tigerbbs.com/f9e3122b459e8b2a819dd2599ac52d6c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>As the curtains come down for 2022, it’s time to reflect on the stock market for the year. Which Singapore stocks with a market cap above S$1 billion are winners? Let’s find out.</p><p><img src=\"https://static.tigerbbs.com/4c0dd36e39fe3ee73f32195a657360e0\" tg-width=\"1727\" tg-height=\"2680\" width=\"100%\" height=\"auto\"/></p><h2>1. Golden Energy and Resources (AUE)</h2><p>Golden Energy and Resources (Gear) is a Singapore-listed leading energy and resources company in the Asia Pacific region. GEAR principally engages in the exploration, mining, and marketing of metallurgical coal in Australia through its subsidiary Stanmore Coal Limited, and energy coal in Indonesia through its subsidiary PT Golden Energy Mines Tbk.</p><p>Golden Energy and Resources shares soared 170.69% in 2022.</p><p><img src=\"https://static.tigerbbs.com/e09f354c155ef7c30f3358df038557f6\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>2. Yangzijiang Shipbuilding (BS6)</h2><p>Yangzijiang Shipbuilding is a large enterprise group with shipbuilding and Marine engineering manufacturing as its main business, shipping leasing, trade logistics and real estate as its supplement. The company&#39;s history can be traced back to 1956. It started as a shipbuilding cooperative. After a series of development, such as factory relocation in 1975, stock restructuring in 1999, construction of a new plant across the river in 2005 and listing in 2007, it is now the first Chinese Shipbuilding enterprise listed in Singapore.</p><p>Yangzijiang Shipbuilding Skyrocketed 114.85% in 2022.</p><p><img src=\"https://static.tigerbbs.com/f0dc936309aaafacd15252c281e05eae\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>3. Sembcorp Industries (U96)</h2><p>Sembcorp Industries Ltd is a Singapore-based energy and urban solutions provider. The Company delivers solutions that support the energy transition and sustainable development. It has four segments. Renewables segment’s principal activities are the provision of electricity from solar and wind resources, energy storage, trading of Energy Attribute Certificates, as well as provision of system services that support integration of renewables into grid. Integrated Urban Solutions segment supports sustainable development through its suite of urban, water, as well as waste and waste-to-resource solutions. Conventional Energy segment’s principal activities include the sale of energy molecules, including natural gas, steam and electricity from a diversity of fossil fuels, such as natural gas and coal. Other Businesses and Corporate segment comprise businesses mainly relating to specialized construction, minting, its captive insurance and financial services, as well as corporate costs.</p><p>Sembcorp Industries shares leaped 72.89% in 2022.</p><p><img src=\"https://static.tigerbbs.com/2571b24bec172251a666c94bd9aba9aa\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>4. Sembcorp Marine (S51)</h2><p>Sembcorp Marine Ltd provides innovative engineering solutions to the global offshore, marine and energy industries. Headquartered in Singapore, the Group has close to 60 years of track record in the design and construction of rigs, floaters, offshore platforms and specialised vessels, as well as in the repair, upgrading and conversion of different ship types. Sembcorp Marine’s solutions focus on the following areas: Renewables, Process, Gas, Ocean Living and Advanced Drilling Rigs.</p><p>Sembcorp Marine shares surged 68.29% in 2022.</p><p><img src=\"https://static.tigerbbs.com/6654813b0e0fc64ac64977a35c2a60ff\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>5. Keppel Corp (BN4)</h2><p>Keppel Corporation Limited is an investment holding and management company. The Company&#39;s segments include Offshore &amp; Marine (O&amp;M), Infrastructure &amp; Others, Urban Development, Connectivity, Asset Management and Corporate &amp; Others. The Keppel Group of Companies includes Keppel Offshore and Marine, Keppel Integrated Engineering, Keppel Energy, Keppel Telecommunications and Transportation, K-Green Trust, Keppel Land and K-REIT Asia, among others.</p><p>Keppel Corporation shares jumped 49.6% in 2022.</p><p><img src=\"https://static.tigerbbs.com/b7d70ee9d222ad7bd02b28bd661b784e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>6. Jardine C&amp;C (C07)</h2><p>Jardine Cycle &amp; Carriage (JC&amp;C) is the investment holding company of the Jardine Matheson Group in Southeast Asia. JC&amp;C seeks to grow alongside Southeast Asia’s urbanisation and emerging consumer class by investing in market-leading businesses. JC&amp;C has a significant automotive presence in the region including Astra and Tunas Ridean in Indonesia, THACO Corporation in Vietnam, as well as the Cycle &amp; Carriage businesses in Singapore, Malaysia and Myanmar. </p><p>Jardine Cycle &amp; Carriage shares jumped 44.69% in 2022.</p><p><img src=\"https://static.tigerbbs.com/961586a8dae3e814b3f5dc139115354c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>7. Genting Sing (G13)</h2><p>Genting Singapore is a constituent stock of the Straits Times Index and is one of the largest companies in Singapore by market capitalisation. The principal activities of Genting Singapore and its subsidiaries are in the development, management and operation of integrated resort destinations including gaming, hospitality, MICE, leisure and entertainment facilities. Genting Singapore owns Resorts World Sentosa in Singapore, offering a casino, S.E.A. Aquarium, Adventure Cove Waterpark, Universal Studios Singapore theme park, hotels, MICE facilities, celebrity chef restaurants and specialty retail outlets.</p><p>Genting Singapore shares gained 26.32% in 2022.</p><p><img src=\"https://static.tigerbbs.com/aa55b18e98a69f03004c2681dac3ef33\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>8. City Developments (C09)</h2><p>Incorporated in 1963, City Developments Ltd is a leading residential developer. CDL has built over 15,000 fine homes since 1963. It is also one of Singapore&#39;s biggest commercial landlords with more than 30 prime commercial buildings. With a stable of 101hotels, the CDL Group is a leading hotel owner and operator. Its portfolio includes the Millennium, Copthorne and Kingsgate chains of hotels. Operating in 18 countries, CDL has 7 companies listed on stock exchanges in Singapore, London, Amsterdam, Hong Kong, New Zealand and Manila.</p><p>City Developments shares advanced 23.87% in 2022.</p><p><img src=\"https://static.tigerbbs.com/1be3d6c0e4a74416ae2d9a1a4dc94b83\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>9. Pacific Century (P15)</h2><p>Pacific Century Regional Developments Limited is a Singapore-based investment holding company. The Company has interests in telecommunications, media, information technology (IT) solutions, logistics and property development and investments in the Asia-Pacific region. The Company&#39;s primary holdings include PCCW Limited and Pacific Century Insurance Holdings Limited, both of which are listed on The Stock Exchange of Hong Kong Limited.</p><p>Pacific Century shares added 21.7% in 2022.</p><p><img src=\"https://static.tigerbbs.com/626b8cfbc54b5bf657275f3f2752b86a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><h2>10. UOB (U11)</h2><p>United Overseas Bank Limited, often known as UOB, is a Singaporean multinational banking corporation headquartered in Singapore, with branches mostly found in most Southeast Asian countries. Through a series of acquisitions, it is now a leading bank in Singapore with banking subsidiaries in Malaysia, Thailand and Indonesia. Today, the UOB Group has a network of 502 offices in 18 countries and territories in Asia-Pacific, Western Europe and North America.</p><p>UOB shares climbed 18.98% in 2022.</p><p><img src=\"https://static.tigerbbs.com/a42e8a1ff73ee17218804bf9ef89f6a5\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数","C09.SI":"城市发展","C07.SI":"怡和合发","BN4.SI":"吉宝有限公司","G13.SI":"云顶新加坡","S51.SI":"海庭","BS6.SI":"扬子江船业","U11.SI":"大华银行","U96.SI":"胜科工业","P15.SI":"盈科亚洲拓展"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131331146","content_text":"2022 has been a tough year for markets with both the NASDAQ Composite Index and S&P 500 Index falling into abear market.Investors may be pleased to know that the STI has held up well this year, chalking up a small gain of 4.1%.As the curtains come down for 2022, it’s time to reflect on the stock market for the year. Which Singapore stocks with a market cap above S$1 billion are winners? Let’s find out.1. Golden Energy and Resources (AUE)Golden Energy and Resources (Gear) is a Singapore-listed leading energy and resources company in the Asia Pacific region. GEAR principally engages in the exploration, mining, and marketing of metallurgical coal in Australia through its subsidiary Stanmore Coal Limited, and energy coal in Indonesia through its subsidiary PT Golden Energy Mines Tbk.Golden Energy and Resources shares soared 170.69% in 2022.2. Yangzijiang Shipbuilding (BS6)Yangzijiang Shipbuilding is a large enterprise group with shipbuilding and Marine engineering manufacturing as its main business, shipping leasing, trade logistics and real estate as its supplement. The company's history can be traced back to 1956. It started as a shipbuilding cooperative. After a series of development, such as factory relocation in 1975, stock restructuring in 1999, construction of a new plant across the river in 2005 and listing in 2007, it is now the first Chinese Shipbuilding enterprise listed in Singapore.Yangzijiang Shipbuilding Skyrocketed 114.85% in 2022.3. Sembcorp Industries (U96)Sembcorp Industries Ltd is a Singapore-based energy and urban solutions provider. The Company delivers solutions that support the energy transition and sustainable development. It has four segments. Renewables segment’s principal activities are the provision of electricity from solar and wind resources, energy storage, trading of Energy Attribute Certificates, as well as provision of system services that support integration of renewables into grid. Integrated Urban Solutions segment supports sustainable development through its suite of urban, water, as well as waste and waste-to-resource solutions. Conventional Energy segment’s principal activities include the sale of energy molecules, including natural gas, steam and electricity from a diversity of fossil fuels, such as natural gas and coal. Other Businesses and Corporate segment comprise businesses mainly relating to specialized construction, minting, its captive insurance and financial services, as well as corporate costs.Sembcorp Industries shares leaped 72.89% in 2022.4. Sembcorp Marine (S51)Sembcorp Marine Ltd provides innovative engineering solutions to the global offshore, marine and energy industries. Headquartered in Singapore, the Group has close to 60 years of track record in the design and construction of rigs, floaters, offshore platforms and specialised vessels, as well as in the repair, upgrading and conversion of different ship types. Sembcorp Marine’s solutions focus on the following areas: Renewables, Process, Gas, Ocean Living and Advanced Drilling Rigs.Sembcorp Marine shares surged 68.29% in 2022.5. Keppel Corp (BN4)Keppel Corporation Limited is an investment holding and management company. The Company's segments include Offshore & Marine (O&M), Infrastructure & Others, Urban Development, Connectivity, Asset Management and Corporate & Others. The Keppel Group of Companies includes Keppel Offshore and Marine, Keppel Integrated Engineering, Keppel Energy, Keppel Telecommunications and Transportation, K-Green Trust, Keppel Land and K-REIT Asia, among others.Keppel Corporation shares jumped 49.6% in 2022.6. Jardine C&C (C07)Jardine Cycle & Carriage (JC&C) is the investment holding company of the Jardine Matheson Group in Southeast Asia. JC&C seeks to grow alongside Southeast Asia’s urbanisation and emerging consumer class by investing in market-leading businesses. JC&C has a significant automotive presence in the region including Astra and Tunas Ridean in Indonesia, THACO Corporation in Vietnam, as well as the Cycle & Carriage businesses in Singapore, Malaysia and Myanmar. Jardine Cycle & Carriage shares jumped 44.69% in 2022.7. Genting Sing (G13)Genting Singapore is a constituent stock of the Straits Times Index and is one of the largest companies in Singapore by market capitalisation. The principal activities of Genting Singapore and its subsidiaries are in the development, management and operation of integrated resort destinations including gaming, hospitality, MICE, leisure and entertainment facilities. Genting Singapore owns Resorts World Sentosa in Singapore, offering a casino, S.E.A. Aquarium, Adventure Cove Waterpark, Universal Studios Singapore theme park, hotels, MICE facilities, celebrity chef restaurants and specialty retail outlets.Genting Singapore shares gained 26.32% in 2022.8. City Developments (C09)Incorporated in 1963, City Developments Ltd is a leading residential developer. CDL has built over 15,000 fine homes since 1963. It is also one of Singapore's biggest commercial landlords with more than 30 prime commercial buildings. With a stable of 101hotels, the CDL Group is a leading hotel owner and operator. Its portfolio includes the Millennium, Copthorne and Kingsgate chains of hotels. Operating in 18 countries, CDL has 7 companies listed on stock exchanges in Singapore, London, Amsterdam, Hong Kong, New Zealand and Manila.City Developments shares advanced 23.87% in 2022.9. Pacific Century (P15)Pacific Century Regional Developments Limited is a Singapore-based investment holding company. The Company has interests in telecommunications, media, information technology (IT) solutions, logistics and property development and investments in the Asia-Pacific region. The Company's primary holdings include PCCW Limited and Pacific Century Insurance Holdings Limited, both of which are listed on The Stock Exchange of Hong Kong Limited.Pacific Century shares added 21.7% in 2022.10. UOB (U11)United Overseas Bank Limited, often known as UOB, is a Singaporean multinational banking corporation headquartered in Singapore, with branches mostly found in most Southeast Asian countries. Through a series of acquisitions, it is now a leading bank in Singapore with banking subsidiaries in Malaysia, Thailand and Indonesia. Today, the UOB Group has a network of 502 offices in 18 countries and territories in Asia-Pacific, Western Europe and North America.UOB shares climbed 18.98% in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":307504381112344,"gmtCreate":1716078120119,"gmtModify":1716078124197,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Losing YOUR $ yet collecting fat mgt fee&nbsp; annually.&nbsp; It's A joke!","listText":"Losing YOUR $ yet collecting fat mgt fee&nbsp; annually.&nbsp; It's A joke!","text":"Losing YOUR $ yet collecting fat mgt fee annually. It's A joke!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/307504381112344","repostId":"2436947523","repostType":4,"repost":{"id":"2436947523","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1715992739,"share":"https://www.laohu8.com/m/news/2436947523?lang=&edition=full","pubTime":"2024-05-18 08:38","market":"nz","language":"en","title":"Why Cathie Wood's ARK Innovation ETF Is Struggling in 2024 despite a Rally in U.S. Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2436947523","media":"Dow Jones","summary":"One research analyst prefers the Nasdaq for exposure to 'disruptive innovation'. Cathie Wood's ARK Innovation ETF is struggling even as the U.S. stock market has jumped this year, with the fund unlikely to catch a bid until the Federal Reserve begins cutting interest rates, according to DataTrek Research.The exchange-traded fund is \"heavily weighted towards struggling disruptive tech themes that have yet to return to their winning pandemic ways, even as the S&P and Nasdaq just made all-time highs,\" said Jessica Rabe, co-founder of DataTrek, in a note emailed Friday.Shares of the ARK Innovation ETF ARKK - which is managed by Wood, ARK Investment Management's founder and chief executive - are down more than 13% so far this year, according to FactSet data, at last check. By contrast, the S&P 500 SPX and technology-heavy Nasdaq Composite COMP were both posting year-to-date gains of nearly 11%, after each index closed at a record peak on May 15.Many investors expect the Fed may begin loweri","content":"<html><head></head><body><p>Cathie Wood&#39;s ARK Innovation ETF is struggling even as the U.S. stock market has jumped this year, with the fund unlikely to catch a bid until the Federal Reserve begins cutting interest rates, according to DataTrek Research.</p><p>The exchange-traded fund is &#34;heavily weighted towards struggling disruptive tech themes that have yet to return to their winning pandemic ways, even as the S&amp;P and Nasdaq just made all-time highs,&#34; said Jessica Rabe, co-founder of DataTrek, in a note emailed Friday.</p><p>Shares of the ARK Innovation ETF ARKK - which is managed by Wood, ARK Investment Management&#39;s founder and chief executive - are down more than 13% so far this year, according to FactSet data, at last check. By contrast, the S&amp;P 500 SPX and technology-heavy Nasdaq Composite COMP were both posting year-to-date gains of nearly 11%, after each index closed at a record peak on May 15.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0652487b8d31de20214a271c5ff4df9\" tg-width=\"965\" tg-height=\"666\"/></p><p>The ARK Innovation ETF, which is a proxy for speculative technology stocks in the U.S., is &#34;extremely volatile and its one-year performance relative to the S&amp;P looks like a rollercoaster back to its inception in 2014,&#34; Rabe noted.</p><p>DataTrek highlighted the ETF&#39;s top holdings in the table below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/757964888e65fbf84aa347455c2d44fc\" tg-width=\"700\" tg-height=\"487\"/></p><p>The ETF&#39;s largest 10 holdings represent about 60% of its weight, with seven of the equities down this year, according to the DataTrek note. Three of the fund&#39;s top 10 exposures are unprofitable - including <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU), Roblox Corp. <a href=\"https://laohu8.com/S/RBLX\">$(RBLX)$</a> and Crispr <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> <a href=\"https://laohu8.com/S/CRSP\">$(CRSP)$</a> - &#34;while the rest trade very rich to the S&amp;P on average,&#34; Rabe said.</p><p>The S&amp;P 500 was trading down modestly Friday afternoon at around 5,288 points, though the widely followed index was still on track for a fourth straight week of gains, FactSet data show, at last check. The ARK Innovation ETF was up 0.8% on Friday afternoon for a month-to-date gain of around 4.3%.</p><p>One thing the ARK Innovation ETF&#39;s top 10 holdings have in common is that they all peaked during the COVID-19 pandemic, Rabe found.</p><p>&#34;We don&#39;t see ARKK&#39;s names catching a bid until the Fed starts cutting rates and yields move sustainably lower to help support their hefty valuations,&#34; she wrote, citing the ticker for the ETF.</p><p>&#34;As we have said many times over the last few years, we prefer the Nasdaq Composite&#34; or Nasdaq-100 index NDX tracked by the Invesco QQQ Trust Series I QQQ &#34;as better ways to play the theme of disruptive innovation,&#34; Rabe added.</p><p>A spokesperson for Wood and her firm didn&#39;t immediately provide comment on the performance of the ARK Innovation ETF.</p><p>Many investors expect the Fed may begin lowering its benchmark rate later this year, with federal-funds futures pointing to a potential first cut in September, according to the CME FedWatch Tool.</p><p>Meanwhile, U.S. stocks have rallied this month amid a decline in Treasury yields. The S&amp;P 500 is up 5.1% so far in May, while the Nasdaq has advanced 6.3% and the Dow Jones Industrial Average DJIA has gained 5.6%, according to FactSet data, at last check.</p><p>In the bond market, the yield on the 10-year Treasury note BX:TMUBMUSD10Y was trading around 4.42% on Friday afternoon.</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>Why Cathie Wood's ARK Innovation ETF Is Struggling in 2024 despite a Rally in U.S. Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Cathie Wood's ARK Innovation ETF Is Struggling in 2024 despite a Rally in U.S. Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-05-18 08:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cathie Wood&#39;s ARK Innovation ETF is struggling even as the U.S. stock market has jumped this year, with the fund unlikely to catch a bid until the Federal Reserve begins cutting interest rates, according to DataTrek Research.</p><p>The exchange-traded fund is &#34;heavily weighted towards struggling disruptive tech themes that have yet to return to their winning pandemic ways, even as the S&amp;P and Nasdaq just made all-time highs,&#34; said Jessica Rabe, co-founder of DataTrek, in a note emailed Friday.</p><p>Shares of the ARK Innovation ETF ARKK - which is managed by Wood, ARK Investment Management&#39;s founder and chief executive - are down more than 13% so far this year, according to FactSet data, at last check. By contrast, the S&amp;P 500 SPX and technology-heavy Nasdaq Composite COMP were both posting year-to-date gains of nearly 11%, after each index closed at a record peak on May 15.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a0652487b8d31de20214a271c5ff4df9\" tg-width=\"965\" tg-height=\"666\"/></p><p>The ARK Innovation ETF, which is a proxy for speculative technology stocks in the U.S., is &#34;extremely volatile and its one-year performance relative to the S&amp;P looks like a rollercoaster back to its inception in 2014,&#34; Rabe noted.</p><p>DataTrek highlighted the ETF&#39;s top holdings in the table below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/757964888e65fbf84aa347455c2d44fc\" tg-width=\"700\" tg-height=\"487\"/></p><p>The ETF&#39;s largest 10 holdings represent about 60% of its weight, with seven of the equities down this year, according to the DataTrek note. Three of the fund&#39;s top 10 exposures are unprofitable - including <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. (ROKU), Roblox Corp. <a href=\"https://laohu8.com/S/RBLX\">$(RBLX)$</a> and Crispr <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> <a href=\"https://laohu8.com/S/CRSP\">$(CRSP)$</a> - &#34;while the rest trade very rich to the S&amp;P on average,&#34; Rabe said.</p><p>The S&amp;P 500 was trading down modestly Friday afternoon at around 5,288 points, though the widely followed index was still on track for a fourth straight week of gains, FactSet data show, at last check. The ARK Innovation ETF was up 0.8% on Friday afternoon for a month-to-date gain of around 4.3%.</p><p>One thing the ARK Innovation ETF&#39;s top 10 holdings have in common is that they all peaked during the COVID-19 pandemic, Rabe found.</p><p>&#34;We don&#39;t see ARKK&#39;s names catching a bid until the Fed starts cutting rates and yields move sustainably lower to help support their hefty valuations,&#34; she wrote, citing the ticker for the ETF.</p><p>&#34;As we have said many times over the last few years, we prefer the Nasdaq Composite&#34; or Nasdaq-100 index NDX tracked by the Invesco QQQ Trust Series I QQQ &#34;as better ways to play the theme of disruptive innovation,&#34; Rabe added.</p><p>A spokesperson for Wood and her firm didn&#39;t immediately provide comment on the performance of the ARK Innovation ETF.</p><p>Many investors expect the Fed may begin lowering its benchmark rate later this year, with federal-funds futures pointing to a potential first cut in September, according to the CME FedWatch Tool.</p><p>Meanwhile, U.S. stocks have rallied this month amid a decline in Treasury yields. The S&amp;P 500 is up 5.1% so far in May, while the Nasdaq has advanced 6.3% and the Dow Jones Industrial Average DJIA has gained 5.6%, according to FactSet data, at last check.</p><p>In the bond market, the yield on the 10-year Treasury note BX:TMUBMUSD10Y was trading around 4.42% on Friday afternoon.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","SH":"标普500反向ETF","VOO":"Vanguard标普500ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","ARKK":"ARK Innovation ETF","FDN":"First Trust Dow Jones Internet I",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","OEX":"标普100","BK4593":"纳斯达克ETF","RBLX":"Roblox Corporation","BK4139":"生物科技","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","PSQ":"纳指反向ETF","CRSP":"CRISPR Therapeutics AG","COMP":"Compass, Inc.","BK4524":"宅经济概念","QQQ":"纳指100ETF","BK4588":"碎股","IVV":"标普500指数ETF","SPY":"标普500ETF","TQQQ":"纳指三倍做多ETF","ROKU":"Roku Inc","QID":"纳指两倍做空ETF","BK4079":"房地产服务","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","SDS":"两倍做空标普500ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436947523","content_text":"Cathie Wood's ARK Innovation ETF is struggling even as the U.S. stock market has jumped this year, with the fund unlikely to catch a bid until the Federal Reserve begins cutting interest rates, according to DataTrek Research.The exchange-traded fund is \"heavily weighted towards struggling disruptive tech themes that have yet to return to their winning pandemic ways, even as the S&P and Nasdaq just made all-time highs,\" said Jessica Rabe, co-founder of DataTrek, in a note emailed Friday.Shares of the ARK Innovation ETF ARKK - which is managed by Wood, ARK Investment Management's founder and chief executive - are down more than 13% so far this year, according to FactSet data, at last check. By contrast, the S&P 500 SPX and technology-heavy Nasdaq Composite COMP were both posting year-to-date gains of nearly 11%, after each index closed at a record peak on May 15.The ARK Innovation ETF, which is a proxy for speculative technology stocks in the U.S., is \"extremely volatile and its one-year performance relative to the S&P looks like a rollercoaster back to its inception in 2014,\" Rabe noted.DataTrek highlighted the ETF's top holdings in the table below.The ETF's largest 10 holdings represent about 60% of its weight, with seven of the equities down this year, according to the DataTrek note. Three of the fund's top 10 exposures are unprofitable - including Roku Inc. (ROKU), Roblox Corp. $(RBLX)$ and Crispr Therapeutics $(CRSP)$ - \"while the rest trade very rich to the S&P on average,\" Rabe said.The S&P 500 was trading down modestly Friday afternoon at around 5,288 points, though the widely followed index was still on track for a fourth straight week of gains, FactSet data show, at last check. The ARK Innovation ETF was up 0.8% on Friday afternoon for a month-to-date gain of around 4.3%.One thing the ARK Innovation ETF's top 10 holdings have in common is that they all peaked during the COVID-19 pandemic, Rabe found.\"We don't see ARKK's names catching a bid until the Fed starts cutting rates and yields move sustainably lower to help support their hefty valuations,\" she wrote, citing the ticker for the ETF.\"As we have said many times over the last few years, we prefer the Nasdaq Composite\" or Nasdaq-100 index NDX tracked by the Invesco QQQ Trust Series I QQQ \"as better ways to play the theme of disruptive innovation,\" Rabe added.A spokesperson for Wood and her firm didn't immediately provide comment on the performance of the ARK Innovation ETF.Many investors expect the Fed may begin lowering its benchmark rate later this year, with federal-funds futures pointing to a potential first cut in September, according to the CME FedWatch Tool.Meanwhile, U.S. stocks have rallied this month amid a decline in Treasury yields. The S&P 500 is up 5.1% so far in May, while the Nasdaq has advanced 6.3% and the Dow Jones Industrial Average DJIA has gained 5.6%, according to FactSet data, at last check.In the bond market, the yield on the 10-year Treasury note BX:TMUBMUSD10Y was trading around 4.42% on Friday afternoon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940766120,"gmtCreate":1678185272660,"gmtModify":1678185276803,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"I bought all 3.","listText":"I bought all 3.","text":"I bought all 3.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940766120","repostId":"2317812168","repostType":4,"repost":{"id":"2317812168","pubTimestamp":1678203978,"share":"https://www.laohu8.com/m/news/2317812168?lang=&edition=full","pubTime":"2023-03-07 23:46","market":"us","language":"en","title":"Nasdaq Bear Market: 3 Unstoppable Stocks Still Down 37% or More That You'll Regret Not Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2317812168","media":"Motley Fool","summary":"These tech giants won't stay beaten down forever.","content":"<html><head></head><body><p>There&#39;s been plenty of speculation that a new bull market could be on the way. The <b>Nasdaq Composite Index</b> came tantalizingly close to reaching bull market levels only a few weeks ago.</p><p>For now, though, we&#39;re still entrenched in a Nasdaq bear market. But the good news for investors is that there are quite a few great stocks to buy at discounted prices. Here are three unstoppable stocks still down 38% or more to buy on the dip.</p><h2>1. Alphabet</h2><p><b>Alphabet</b> is the least beaten-down of these three stocks. However, shares of the tech giant are still down more than 37% from the high set in late 2021.</p><p>One reason behind Alphabet&#39;s steep decline is that the advertising market has slowed down considerably. The company generates most of its revenue from advertising on its various platforms, including Google Search and YouTube. Alphabet stock has also taken a hit recently because of concerns that it could be hurt by OpenAI&#39;s ChatGPT and <b>Microsoft</b>&#39;s integration of the chatbot with its Bing search engine.</p><p>I&#39;m not worried about either of these factors. The advertising slowdown will only be temporary. I wouldn&#39;t be surprised if Microsoft actually sets up Alphabet for a huge win once Google launches its Bard generative AI app. Even if not, my view is that the doom-and-gloom predictions about ChatGPT&#39;s impact on Google Search&#39;s business are way overblown.</p><p>Alphabet should continue to make a lot of money with its search apps. Its Google Cloud business has a huge growth runway. The company&#39;s Waymo self-driving car unit could become a major growth driver over the next decade. Alphabet also has a massive opportunity in quantum computing. This stock won&#39;t remain this cheap for too much longer.</p><h2>2. Amazon</h2><p>Another FAANG stock has been hit even harder than Alphabet. <b>Amazon</b>&#39;s share price is roughly 49% below its previous peak reached in the fourth quarter of 2021.</p><p>Macroeconomic headwinds have weighed heavily on the stock. High inflation has caused consumers and companies to watch their spending more closely. It has also contributed to the strong U.S. dollar, which creates unfavorable foreign exchange rates for companies such as Amazon with significant international sales.</p><p>These issues could continue to plague Amazon over the short term. Inflation remains stubbornly high. The Federal Reserve&#39;s efforts to fight inflation by raising interest rates could even lead to a recession. However, inflation will decline and the macroeconomic headwinds subside sooner or later. Amazon&#39;s financial position is certainly strong enough to weather the storm.</p><p>More importantly, the company&#39;s long-term prospects are bright. E-commerce still has plenty of room to grow. Amazon Web Services could realistically generate more revenue within the next 10 to 15 years than Amazon&#39;s entire business does today. Amazon also has tremendous potential in digital advertising, healthcare, and other new markets. I think right now could be a once-in-a-generation buying opportunity with Amazon stock.</p><h2>3. <a href=\"https://laohu8.com/S/ADBE\">Adobe</a></h2><p>Like Amazon, <b>Adobe</b> has seen its share price plunge close to 50% since Q4 of 2021. Also like Amazon, the big software company seems to have lost its recent momentum after beginning a solid rebound.</p><p>Overall economic uncertainty has definitely played a major role in Adobe&#39;s dismal stock performance. In September 2022, the company announced plans to acquire collaborative design platform Figma for $20 billion. Investors felt the price tag for the deal was too high, causing Adobe&#39;s shares to sink further.</p><p>But the stock nosedived yet again just a few days ago on news that regulators oppose Adobe&#39;s acquisition of Figma. Adobe almost seems to be in a no-win scenario where investors hate it if it buys Figma but also hate it if the deal falls through.</p><p>I think all of this is simply noise. Adobe&#39;s business remains strong. It has great opportunities in extending the AI capabilities of its Creative Cloud platform. Every time in the past when Adobe&#39;s shares have fallen as much as they have over the last year or so, the stock has roared back. I expect that history will repeat itself.</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>Nasdaq Bear Market: 3 Unstoppable Stocks Still Down 37% or More That You'll Regret Not Buying on the Dip</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\">\nNasdaq Bear Market: 3 Unstoppable Stocks Still Down 37% or More That You'll Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 23:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/06/nasdaq-bear-market-unstoppable-stocks-buy-on-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's been plenty of speculation that a new bull market could be on the way. The Nasdaq Composite Index came tantalizingly close to reaching bull market levels only a few weeks ago.For now, though, ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/06/nasdaq-bear-market-unstoppable-stocks-buy-on-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","ADBE":"Adobe","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/03/06/nasdaq-bear-market-unstoppable-stocks-buy-on-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317812168","content_text":"There's been plenty of speculation that a new bull market could be on the way. The Nasdaq Composite Index came tantalizingly close to reaching bull market levels only a few weeks ago.For now, though, we're still entrenched in a Nasdaq bear market. But the good news for investors is that there are quite a few great stocks to buy at discounted prices. Here are three unstoppable stocks still down 38% or more to buy on the dip.1. AlphabetAlphabet is the least beaten-down of these three stocks. However, shares of the tech giant are still down more than 37% from the high set in late 2021.One reason behind Alphabet's steep decline is that the advertising market has slowed down considerably. The company generates most of its revenue from advertising on its various platforms, including Google Search and YouTube. Alphabet stock has also taken a hit recently because of concerns that it could be hurt by OpenAI's ChatGPT and Microsoft's integration of the chatbot with its Bing search engine.I'm not worried about either of these factors. The advertising slowdown will only be temporary. I wouldn't be surprised if Microsoft actually sets up Alphabet for a huge win once Google launches its Bard generative AI app. Even if not, my view is that the doom-and-gloom predictions about ChatGPT's impact on Google Search's business are way overblown.Alphabet should continue to make a lot of money with its search apps. Its Google Cloud business has a huge growth runway. The company's Waymo self-driving car unit could become a major growth driver over the next decade. Alphabet also has a massive opportunity in quantum computing. This stock won't remain this cheap for too much longer.2. AmazonAnother FAANG stock has been hit even harder than Alphabet. Amazon's share price is roughly 49% below its previous peak reached in the fourth quarter of 2021.Macroeconomic headwinds have weighed heavily on the stock. High inflation has caused consumers and companies to watch their spending more closely. It has also contributed to the strong U.S. dollar, which creates unfavorable foreign exchange rates for companies such as Amazon with significant international sales.These issues could continue to plague Amazon over the short term. Inflation remains stubbornly high. The Federal Reserve's efforts to fight inflation by raising interest rates could even lead to a recession. However, inflation will decline and the macroeconomic headwinds subside sooner or later. Amazon's financial position is certainly strong enough to weather the storm.More importantly, the company's long-term prospects are bright. E-commerce still has plenty of room to grow. Amazon Web Services could realistically generate more revenue within the next 10 to 15 years than Amazon's entire business does today. Amazon also has tremendous potential in digital advertising, healthcare, and other new markets. I think right now could be a once-in-a-generation buying opportunity with Amazon stock.3. AdobeLike Amazon, Adobe has seen its share price plunge close to 50% since Q4 of 2021. Also like Amazon, the big software company seems to have lost its recent momentum after beginning a solid rebound.Overall economic uncertainty has definitely played a major role in Adobe's dismal stock performance. In September 2022, the company announced plans to acquire collaborative design platform Figma for $20 billion. Investors felt the price tag for the deal was too high, causing Adobe's shares to sink further.But the stock nosedived yet again just a few days ago on news that regulators oppose Adobe's acquisition of Figma. Adobe almost seems to be in a no-win scenario where investors hate it if it buys Figma but also hate it if the deal falls through.I think all of this is simply noise. Adobe's business remains strong. It has great opportunities in extending the AI capabilities of its Creative Cloud platform. Every time in the past when Adobe's shares have fallen as much as they have over the last year or so, the stock has roared back. I expect that history will repeat itself.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024141710,"gmtCreate":1653830269930,"gmtModify":1676535347868,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"My recent buys are fb &amp; google. Both are cash&nbsp;machines!","listText":"My recent buys are fb &amp; google. Both are cash&nbsp;machines!","text":"My recent buys are fb & google. Both are cash machines!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024141710","repostId":"2238673517","repostType":2,"repost":{"id":"2238673517","pubTimestamp":1653822933,"share":"https://www.laohu8.com/m/news/2238673517?lang=&edition=full","pubTime":"2022-05-29 19:15","market":"us","language":"en","title":"Alphabet, Facebook, and 4 More Bargain Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2238673517","media":"Barron's","summary":"When the stock market gets pounded, bargains abound -- or so it seems. But in a bear market, the key","content":"<html><head></head><body><p>When the stock market gets pounded, bargains abound -- or so it seems. But in a bear market, the key to investing success is separating the thoughtlessly discarded from the overpriced junk.</p><p>With about two-thirds of the stocks in the S&amp;P 500 down more than 20% from their all-time highs and the index itself down 15%, many stocks are on sale. Investors have their pick of nearly every sector, from tech and communication services to consumer staples and discretionary.</p><p>But the stock market isn&#39;t like a clothing store, where bargains are happily scooped up, even if not all of them will look as good when you get home. Instead, when stocks are falling, many investors find it difficult to pull the trigger, fearful they&#39;ll pick a dud that only adds to the pain that&#39;s already afflicting their portfolios. But there are opportunities amid the rubble.</p><p>&#34;The chaos has created a handful of buying opportunities,&#34; says Andy Kapyrin, co-chief investment officer at RegentAtlantic, a New Jersey--based wealth management firm. &#34;It&#39;s worth wading into the chaos.&#34;</p><p>Bear markets always seem to expose stocks with lofty valuations, bad accounting, and weak earnings, among other issues. And it&#39;s never enough just to scan the market for stocks trading at the low end of their valuation ranges -- a stock&#39;s price/earnings ratio alone isn&#39;t a sign that it&#39;s truly cheap.</p><p>&#34;The first step is to ask if the stock is as cheap as it looks,&#34; says Chris Senyek, chief investment strategist at Wolfe Research. The second &#34;is to look at the durability of the earnings.&#34;</p><p>It isn&#39;t easy. Jim Rocchio, co-founder of Kailash Concepts Research <a href=\"https://laohu8.com/S/KCR.UK\">$(KCR.UK)$</a>, says his team analyzes factors like return on equity and the differences between reported, actual, and cash profits, as well as other metrics. The point is to find high-quality companies that trade at reasonable valuations.</p><p>Here are six stocks that fit the bill.</p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></p><p>Google parent Alphabet (GOOGL) has dropped some 26% in 2022, 11 percentage points more than the S&amp;P 500&#39;s 15% decline. But that drop has done wonders for the stock&#39;s valuation, which has fallen to 18.6 times 12-month forward earnings, down from more than 25 times at the start of the year. Yet little has changed for Alphabet, and the future still looks bright. Sales and earnings are expected to grow 15% and 19% in 2023 compared with 2022, respectively. Google is still dominant in internet search and ad sales, and it&#39;s still a cash-flow machine. Alphabet generated $67 billion in free cash flow in 2021, and is expected to produce about $339 billion between 2023 and 2025. As they say, follow the money.</p><p><a href=\"https://laohu8.com/S/LRCX\">Lam Research</a></p><p>You&#39;d think the current chip shortage would be good for Lam Research <a href=\"https://laohu8.com/S/LRCX\">$(LRCX)$</a>, which manufactures the equipment that produces semiconductor chips. Instead, Lam&#39;s stock has tumbled 29% this year, as it has suffered through supply constraints of its own, not to mention higher costs. Still, Lam stock trades at just 14 times its 12-month forward earnings. That&#39;s a discount to its own five-year average of 14.8 times and S&amp;P 500&#39;s 17.4 times. Despite the discount, sales and earnings are expected to grow 7% and 10%, respectively, in calendar year 2023, and free cash flow should hit $5.1 billion. What&#39;s more, Senyek&#39;s work at Wolfe Research and KCR&#39;s analysis both show that its accounting is solid. Investors are getting what they pay for.</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></p><p>There are lots of things to dislike about Facebook parent Meta Platforms (FB), whose stock has slumped 43% this year. The social-media company&#39;s sales fell well short of Wall Street expectations due to changes at Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and competition from TikTok. Meta will be spending a ton of cash to build the metaverse and live up to its name. Meta&#39;s sales are expected to grow by about 16% in 2023, and it should generate about $31 billion in free cash flow. Meta stock now trades at just 15.7 times its 12-month forward earnings, a discount to the S&amp;P 500. &#34;Facebook at a discount to the market?&#34; says RegentAtlantic&#39;s Kapyrin. &#34;That&#39;s a value stock by most people&#39;s definition.&#34;</p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></p><p>Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>, which manufactures memory chips for electronic devices, is almost always cheap. But after dropping 24% in 2022, the stock is really cheap. Micron trades at just 6.2 times earnings, below its five-year average of 8.9 times. That&#39;s a reflection of Micron&#39;s (and memory chips&#39;) cyclical nature, though now the business looks like it&#39;s hitting an upcycle, with sales and earnings expected to grow by 16% and 24%, respectively, in calendar 2023. What&#39;s more, the company is a very consistent generator of free cash flow -- it had $3.4 billion in 2021, and is expected to generate another $8.8 billion and $10.6 billion in the calendar years of 2023 and 2024, respectively.</p><p><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></p><p>Netflix&#39;s <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> Covid-19 bubble has popped -- and the stock has deflated in a rush. Shares are down 68% in 2022, about half of what they were at the beginning of the pandemic, in March 2020. Video-streaming competition has grown and taken a bite out Netflix&#39;s subscriber growth; the company recently experienced its first subscriber decline since 2011. Now, though, Netflix looks like it could be a value-investing situation. The stock trades for 17.9 times its 12-month forward earnings, below its five-year average of 67.7 times and slightly more than the S&amp;P 500. That&#39;s inexpensive &#34;for a company with higher profit margins, a brighter future, and less debt&#34; than the average stock, says RegentAtlantic&#39;s Kapyrin.</p><p><a href=\"https://laohu8.com/S/TER\">Teradyne</a></p><p>Shares of Teradyne <a href=\"https://laohu8.com/S/TER\">$(TER)$</a>, which makes test equipment for the semiconductor industry as well as robots for industrial automation, are down about 36% year to date, with more than half of that plunge coming in <a href=\"https://laohu8.com/S/AONE.U\">one</a> day after the company gave disappointing sales guidance. The guidance, however, wasn&#39;t due to a lack of demand, but to a delay in technology development. Teradyne still expects to make about $8 a share in 2024, and the stock right now is trading at 20 times 12-month forward earnings. What&#39;s more, adjusted earnings estimates and estimates based on generally accepted accounting principles, or GAAP, are small. Teradyne has some of the cleanest financials in the S&amp;P 500, according to KCR.</p></body></html>","source":"lsy1610680873436","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>Alphabet, Facebook, and 4 More Bargain Stocks 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\">\nAlphabet, Facebook, and 4 More Bargain Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-29 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-buy-now-alphabet-facebook-netflix-bargains-51653668705?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the stock market gets pounded, bargains abound -- or so it seems. But in a bear market, the key to investing success is separating the thoughtlessly discarded from the overpriced junk.With about ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-buy-now-alphabet-facebook-netflix-bargains-51653668705?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms","GOOGL":"谷歌A","MU":"美光科技","NFLX":"奈飞","LRCX":"拉姆研究"},"source_url":"https://www.barrons.com/articles/stocks-to-buy-now-alphabet-facebook-netflix-bargains-51653668705?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238673517","content_text":"When the stock market gets pounded, bargains abound -- or so it seems. But in a bear market, the key to investing success is separating the thoughtlessly discarded from the overpriced junk.With about two-thirds of the stocks in the S&P 500 down more than 20% from their all-time highs and the index itself down 15%, many stocks are on sale. Investors have their pick of nearly every sector, from tech and communication services to consumer staples and discretionary.But the stock market isn't like a clothing store, where bargains are happily scooped up, even if not all of them will look as good when you get home. Instead, when stocks are falling, many investors find it difficult to pull the trigger, fearful they'll pick a dud that only adds to the pain that's already afflicting their portfolios. But there are opportunities amid the rubble.\"The chaos has created a handful of buying opportunities,\" says Andy Kapyrin, co-chief investment officer at RegentAtlantic, a New Jersey--based wealth management firm. \"It's worth wading into the chaos.\"Bear markets always seem to expose stocks with lofty valuations, bad accounting, and weak earnings, among other issues. And it's never enough just to scan the market for stocks trading at the low end of their valuation ranges -- a stock's price/earnings ratio alone isn't a sign that it's truly cheap.\"The first step is to ask if the stock is as cheap as it looks,\" says Chris Senyek, chief investment strategist at Wolfe Research. The second \"is to look at the durability of the earnings.\"It isn't easy. Jim Rocchio, co-founder of Kailash Concepts Research $(KCR.UK)$, says his team analyzes factors like return on equity and the differences between reported, actual, and cash profits, as well as other metrics. The point is to find high-quality companies that trade at reasonable valuations.Here are six stocks that fit the bill.AlphabetGoogle parent Alphabet (GOOGL) has dropped some 26% in 2022, 11 percentage points more than the S&P 500's 15% decline. But that drop has done wonders for the stock's valuation, which has fallen to 18.6 times 12-month forward earnings, down from more than 25 times at the start of the year. Yet little has changed for Alphabet, and the future still looks bright. Sales and earnings are expected to grow 15% and 19% in 2023 compared with 2022, respectively. Google is still dominant in internet search and ad sales, and it's still a cash-flow machine. Alphabet generated $67 billion in free cash flow in 2021, and is expected to produce about $339 billion between 2023 and 2025. As they say, follow the money.Lam ResearchYou'd think the current chip shortage would be good for Lam Research $(LRCX)$, which manufactures the equipment that produces semiconductor chips. Instead, Lam's stock has tumbled 29% this year, as it has suffered through supply constraints of its own, not to mention higher costs. Still, Lam stock trades at just 14 times its 12-month forward earnings. That's a discount to its own five-year average of 14.8 times and S&P 500's 17.4 times. Despite the discount, sales and earnings are expected to grow 7% and 10%, respectively, in calendar year 2023, and free cash flow should hit $5.1 billion. What's more, Senyek's work at Wolfe Research and KCR's analysis both show that its accounting is solid. Investors are getting what they pay for.Meta PlatformsThere are lots of things to dislike about Facebook parent Meta Platforms (FB), whose stock has slumped 43% this year. The social-media company's sales fell well short of Wall Street expectations due to changes at Apple $(AAPL)$ and competition from TikTok. Meta will be spending a ton of cash to build the metaverse and live up to its name. Meta's sales are expected to grow by about 16% in 2023, and it should generate about $31 billion in free cash flow. Meta stock now trades at just 15.7 times its 12-month forward earnings, a discount to the S&P 500. \"Facebook at a discount to the market?\" says RegentAtlantic's Kapyrin. \"That's a value stock by most people's definition.\"Micron TechnologyMicron Technology $(MU)$, which manufactures memory chips for electronic devices, is almost always cheap. But after dropping 24% in 2022, the stock is really cheap. Micron trades at just 6.2 times earnings, below its five-year average of 8.9 times. That's a reflection of Micron's (and memory chips') cyclical nature, though now the business looks like it's hitting an upcycle, with sales and earnings expected to grow by 16% and 24%, respectively, in calendar 2023. What's more, the company is a very consistent generator of free cash flow -- it had $3.4 billion in 2021, and is expected to generate another $8.8 billion and $10.6 billion in the calendar years of 2023 and 2024, respectively.NetflixNetflix's $(NFLX)$ Covid-19 bubble has popped -- and the stock has deflated in a rush. Shares are down 68% in 2022, about half of what they were at the beginning of the pandemic, in March 2020. Video-streaming competition has grown and taken a bite out Netflix's subscriber growth; the company recently experienced its first subscriber decline since 2011. Now, though, Netflix looks like it could be a value-investing situation. The stock trades for 17.9 times its 12-month forward earnings, below its five-year average of 67.7 times and slightly more than the S&P 500. That's inexpensive \"for a company with higher profit margins, a brighter future, and less debt\" than the average stock, says RegentAtlantic's Kapyrin.TeradyneShares of Teradyne $(TER)$, which makes test equipment for the semiconductor industry as well as robots for industrial automation, are down about 36% year to date, with more than half of that plunge coming in one day after the company gave disappointing sales guidance. The guidance, however, wasn't due to a lack of demand, but to a delay in technology development. Teradyne still expects to make about $8 a share in 2024, and the stock right now is trading at 20 times 12-month forward earnings. What's more, adjusted earnings estimates and estimates based on generally accepted accounting principles, or GAAP, are small. Teradyne has some of the cleanest financials in the S&P 500, according to KCR.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914941337,"gmtCreate":1665180728729,"gmtModify":1676537567377,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>Clear buy!","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>Clear buy!","text":"$Taiwan Semiconductor Manufacturing(TSM)$Clear buy!","images":[{"img":"https://community-static.tradeup.com/news/c45325c4fd142aa52e96e23f0f74eb5d","width":"1125","height":"1981"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914941337","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079745413,"gmtCreate":1657244414932,"gmtModify":1676535978160,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Buy amzn. $ making machine!","listText":"Buy amzn. $ making machine!","text":"Buy amzn. $ making machine!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079745413","repostId":"1182204673","repostType":2,"repost":{"id":"1182204673","pubTimestamp":1657244009,"share":"https://www.laohu8.com/m/news/1182204673?lang=&edition=full","pubTime":"2022-07-08 09:33","market":"us","language":"en","title":"Amazon Inks Big Office Lease in Singapore, Business Times Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1182204673","media":"Bloomberg","summary":"Amazon.com Inc. has signed a lease for about 369,000 square feet (34,200 square meters) at the new I","content":"<html><head></head><body><p>Amazon.com Inc. has signed a lease for about 369,000 square feet (34,200 square meters) at the new IOI Central Boulevard Towers in Singapore, the Business Times reported without citing where it got the information from.</p><p>The tech giant’s lease comprises both office floors of 70,000 sq ft each in the development’s podium, and all nine office levels of 25,400 sq ft each in the East Tower, according to the report. The development, located in the Marina Bay area, is expected to be completed in October 2023.</p><p>Amazon recently took over three floors of office space from Citigroup Inc. as tech companies continue to chip away at the dominance of banks in the city-state’s central business district.</p><p>The tech giant’s reported move also adds to a trend of global firms bulking up their presence in Singapore to manage or expand their Asian operations, particularly as the appeal of Hong Kong diminishes.</p><p>As the maiden big-name anchor tenant in IOI Central Boulevard Towers, Amazon may be paying a gross effective monthly rental of around S$10 ($7) per sq ft while Malaysia-listed developer IOI Properties Group Bhd is said to be targeting about S$12-14 per sq ft a month for the project, the report added citing market speculation.</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>Amazon Inks Big Office Lease in Singapore, Business Times Says</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 Inks Big Office Lease in Singapore, Business Times Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-08 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-08/amazon-inks-big-office-lease-in-singapore-business-times-says><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com Inc. has signed a lease for about 369,000 square feet (34,200 square meters) at the new IOI Central Boulevard Towers in Singapore, the Business Times reported without citing where it got ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-08/amazon-inks-big-office-lease-in-singapore-business-times-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-08/amazon-inks-big-office-lease-in-singapore-business-times-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182204673","content_text":"Amazon.com Inc. has signed a lease for about 369,000 square feet (34,200 square meters) at the new IOI Central Boulevard Towers in Singapore, the Business Times reported without citing where it got the information from.The tech giant’s lease comprises both office floors of 70,000 sq ft each in the development’s podium, and all nine office levels of 25,400 sq ft each in the East Tower, according to the report. The development, located in the Marina Bay area, is expected to be completed in October 2023.Amazon recently took over three floors of office space from Citigroup Inc. as tech companies continue to chip away at the dominance of banks in the city-state’s central business district.The tech giant’s reported move also adds to a trend of global firms bulking up their presence in Singapore to manage or expand their Asian operations, particularly as the appeal of Hong Kong diminishes.As the maiden big-name anchor tenant in IOI Central Boulevard Towers, Amazon may be paying a gross effective monthly rental of around S$10 ($7) per sq ft while Malaysia-listed developer IOI Properties Group Bhd is said to be targeting about S$12-14 per sq ft a month for the project, the report added citing market speculation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079175360,"gmtCreate":1657163420350,"gmtModify":1676535962570,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"If uob &amp; Ocbc can survive Covid, they proved&nbsp;their biz Is solid. Besides, both are at support&nbsp;levels now.&nbsp;It's definitely a buy!","listText":"If uob &amp; Ocbc can survive Covid, they proved&nbsp;their biz Is solid. Besides, both are at support&nbsp;levels now.&nbsp;It's definitely a buy!","text":"If uob & Ocbc can survive Covid, they proved their biz Is solid. Besides, both are at support levels now. It's definitely a buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079175360","repostId":"1109121214","repostType":2,"repost":{"id":"1109121214","pubTimestamp":1657160408,"share":"https://www.laohu8.com/m/news/1109121214?lang=&edition=full","pubTime":"2022-07-07 10:20","market":"sg","language":"en","title":"UOB and OCBC’s Share Prices Are Nearing Their 52-Week Lows: Can They Recover?","url":"https://stock-news.laohu8.com/highlight/detail?id=1109121214","media":"The Smart Investor","summary":"Are the two local banks going to do well in the coming quarters? We delve deeper to bring you the in","content":"<html><head></head><body><p>Are the two local banks going to do well in the coming quarters? We delve deeper to bring you the insights.</p><p><img src=\"https://static.tigerbbs.com/b02dc0f0f62319839a0c753241b1706a\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>There has been a flurry of worries surrounding the economy in recent months.</p><p>With the outbreak of the Russia-Ukraine war, along with disrupted supply chains and high inflation, many stocks have tumbled as investors grow jittery.</p><p>However, it’s under these trying circumstances that you can find juicy bargains.</p><p>Share price falls should be viewed as opportunities to acquire shares of strong companies on the cheap to hold for the long run.</p><p>The three local banks qualify as suitable investments to consider as they are reputable blue-chip companies with solid track records.</p><p>Valuation-wise, <b>DBS Group</b> (SGX: D05) is the most expensive, trading at a price-to-book (P/B) ratio of 1.43 times.</p><p>Both <b>United Overseas Bank Ltd</b> (SGX: U11), or UOB, and <b>OCBC Ltd</b> (SGX: O39) are trading at P/B ratios of 1.1 and 0.98 times, respectively.</p><p>UOB and OCBC are also trading close to their respectively 52-week lows of S$25.28 and S$10.98.</p><p>Can the share prices of these two banks stage a recovery?</p><p><b>Rising net interest income</b></p><p>The US Federal Reserve recently initiated its largest rate hike in 28 years by raising the Federal Funds Rate by 0.75 percentage points.</p><p>The move was to bring down inflation which hit a 40-year high of 8.6% back in May.</p><p>The good news is that banks thrive on higher interest rates as they can dole out loans at steeper rates, thus improving their net interest margin (NIM).</p><p>And as NIMs improve, they also provide an uplift to the banks’ main income source – their net interest income (NII).</p><p>UOB and OCBC have indicated that their NII will improve by S$600 million and S$700 million, respectively, for every percentage point increase in the Federal Funds Rate.</p><p>This represents a 9.4% boost to UOB’s NII for its fiscal 2021 (FY2021) and a close to 12% jump in OCBC’s NII for the same period.</p><p>Investors may need to wait a few quarters to see the full impact, though, as banks will need time to fully reprice their loans.</p><p>The Federal Reserve may also continue raising rates later this month and during subsequent meetings, thereby providing a further tailwind to both NIM and NII.</p><p><b>Acquisition to grow its franchise</b></p><p>Apart from organic growth, investors can also look to acquisitions to increase the bank’s revenue stream and bolster its franchise.</p><p>UOB announced its first acquisition in 17 years back in January this year, purchasing the consumer banking business of <b>Citigroup</b> (NYSE: C) in four countries – Malaysia, Indonesia, Thailand, and Vietnam.</p><p>The acquisition includes the US bank’s unsecured and secured lending portfolios, wealth management unit and retail deposits business.</p><p>The purchase aimed to accelerate UOB’s customer growth and enable it to leapfrog ahead of the competition, a much quicker method than growing its franchise organically.</p><p><b>Potential headwinds</b></p><p>Despite the good news, investors need to watch for potential headwinds that may crop up if a recession does hit our shores.</p><p>Three areas of the banks will be negatively impacted should this event come to pass.</p><p>The first is fee income from wealth management and credit cards, as people will generally invest and spend less during a downturn.</p><p>Secondly, loan growth may be anaemic or even turn negative as higher interest rates may deter some companies from taking on debt.</p><p>Finally, an economic slowdown may result in more borrowers having difficulty servicing their loans, resulting in higher provisions to be made by the banks.</p><p><b>Reliable dividends</b></p><p>Both UOB and OCBC have shown their willingness to reward income-seeking investors with dividends.</p><p>UOB paid out S$1.20 per share for FY2021 while OCBC dished out S$0.53, translating to a dividend yield of 4.5% for UOB and 4.7% for OCBC.</p><p>During challenging times, investors can rely on the banks to provide a continuous stream of unbroken passive income to tide them through.</p><p><b>Get Smart: Resilient and dependable</b></p><p>UOB and OCBC have shown themselves to be resilient despite the pandemic, and their dividends are also dependable.</p><p>Higher interest rates will serve as a tailwind for the business while UOB’s acquisition should also see it broadening its reach and boosting its customer base.</p><p>Although there are immediate risks on the horizon, investors should take the long view when it comes to investing in these banks.</p><p>Any downturn will eventually pass and these two banks have proven that they can weather numerous business cycles successfully over the decades.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UOB and OCBC’s Share Prices Are Nearing Their 52-Week Lows: Can They Recover?</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\">\nUOB and OCBC’s Share Prices Are Nearing Their 52-Week Lows: Can They Recover?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/uob-and-ocbcs-share-prices-are-nearing-their-52-week-lows-can-they-recover/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are the two local banks going to do well in the coming quarters? We delve deeper to bring you the insights.There has been a flurry of worries surrounding the economy in recent months.With the outbreak...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/uob-and-ocbcs-share-prices-are-nearing-their-52-week-lows-can-they-recover/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U11.SI":"大华银行","O39.SI":"华侨银行"},"source_url":"https://thesmartinvestor.com.sg/uob-and-ocbcs-share-prices-are-nearing-their-52-week-lows-can-they-recover/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109121214","content_text":"Are the two local banks going to do well in the coming quarters? We delve deeper to bring you the insights.There has been a flurry of worries surrounding the economy in recent months.With the outbreak of the Russia-Ukraine war, along with disrupted supply chains and high inflation, many stocks have tumbled as investors grow jittery.However, it’s under these trying circumstances that you can find juicy bargains.Share price falls should be viewed as opportunities to acquire shares of strong companies on the cheap to hold for the long run.The three local banks qualify as suitable investments to consider as they are reputable blue-chip companies with solid track records.Valuation-wise, DBS Group (SGX: D05) is the most expensive, trading at a price-to-book (P/B) ratio of 1.43 times.Both United Overseas Bank Ltd (SGX: U11), or UOB, and OCBC Ltd (SGX: O39) are trading at P/B ratios of 1.1 and 0.98 times, respectively.UOB and OCBC are also trading close to their respectively 52-week lows of S$25.28 and S$10.98.Can the share prices of these two banks stage a recovery?Rising net interest incomeThe US Federal Reserve recently initiated its largest rate hike in 28 years by raising the Federal Funds Rate by 0.75 percentage points.The move was to bring down inflation which hit a 40-year high of 8.6% back in May.The good news is that banks thrive on higher interest rates as they can dole out loans at steeper rates, thus improving their net interest margin (NIM).And as NIMs improve, they also provide an uplift to the banks’ main income source – their net interest income (NII).UOB and OCBC have indicated that their NII will improve by S$600 million and S$700 million, respectively, for every percentage point increase in the Federal Funds Rate.This represents a 9.4% boost to UOB’s NII for its fiscal 2021 (FY2021) and a close to 12% jump in OCBC’s NII for the same period.Investors may need to wait a few quarters to see the full impact, though, as banks will need time to fully reprice their loans.The Federal Reserve may also continue raising rates later this month and during subsequent meetings, thereby providing a further tailwind to both NIM and NII.Acquisition to grow its franchiseApart from organic growth, investors can also look to acquisitions to increase the bank’s revenue stream and bolster its franchise.UOB announced its first acquisition in 17 years back in January this year, purchasing the consumer banking business of Citigroup (NYSE: C) in four countries – Malaysia, Indonesia, Thailand, and Vietnam.The acquisition includes the US bank’s unsecured and secured lending portfolios, wealth management unit and retail deposits business.The purchase aimed to accelerate UOB’s customer growth and enable it to leapfrog ahead of the competition, a much quicker method than growing its franchise organically.Potential headwindsDespite the good news, investors need to watch for potential headwinds that may crop up if a recession does hit our shores.Three areas of the banks will be negatively impacted should this event come to pass.The first is fee income from wealth management and credit cards, as people will generally invest and spend less during a downturn.Secondly, loan growth may be anaemic or even turn negative as higher interest rates may deter some companies from taking on debt.Finally, an economic slowdown may result in more borrowers having difficulty servicing their loans, resulting in higher provisions to be made by the banks.Reliable dividendsBoth UOB and OCBC have shown their willingness to reward income-seeking investors with dividends.UOB paid out S$1.20 per share for FY2021 while OCBC dished out S$0.53, translating to a dividend yield of 4.5% for UOB and 4.7% for OCBC.During challenging times, investors can rely on the banks to provide a continuous stream of unbroken passive income to tide them through.Get Smart: Resilient and dependableUOB and OCBC have shown themselves to be resilient despite the pandemic, and their dividends are also dependable.Higher interest rates will serve as a tailwind for the business while UOB’s acquisition should also see it broadening its reach and boosting its customer base.Although there are immediate risks on the horizon, investors should take the long view when it comes to investing in these banks.Any downturn will eventually pass and these two banks have proven that they can weather numerous business cycles successfully over the decades.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058282399,"gmtCreate":1654844503211,"gmtModify":1676535521878,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Tsm is grossly undervalued. It's free cash flow is amazing. Buy!","listText":"Tsm is grossly undervalued. It's free cash flow is amazing. Buy!","text":"Tsm is grossly undervalued. It's free cash flow is amazing. Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058282399","repostId":"2242369490","repostType":2,"repost":{"id":"2242369490","pubTimestamp":1654844192,"share":"https://www.laohu8.com/m/news/2242369490?lang=&edition=full","pubTime":"2022-06-10 14:56","market":"us","language":"en","title":"TSMC’s $100 Billion Wipeout Fails to Faze Bullish Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2242369490","media":"Bloomberg","summary":"(Bloomberg) -- The share price slump that’s erased about $100 billion from the market value of Taiwa","content":"<html><head></head><body><p>(Bloomberg) -- The share price slump that’s erased about $100 billion from the market value of Taiwan Semiconductor Manufacturing Co. this year means little to the legion of analysts who see the stock as a screaming buy.</p><p>TSMC shares are expected to climb about 50% to a record high 12 months from now, according to sell-side analyst estimates compiled by Bloomberg, as macro headwinds buffeting the sector ease and investors return their focus to the company’s fundamentals.</p><p>Fund managers are also starting to view an end in sight to the rout, and Chairman Mark Liu’s Wednesday forecast for 30% revenue growth this year bolsters this case.</p><p>While the scale of TSMC’s drop is notable, having shed more than a tenth of its share value, it is still about half the fall seen in 2022 in the global semiconductor benchmark index. The company occupies a powerful position in the global technology supply chain as the most advanced maker of chips for giants from Apple Inc. to Nvidia Corp.</p><p>“Buyers may return as soon as non-fundamental factors disappear,” said Alex Huang, manager of Capital Hi-Tech Fund in Taipei. He sees a prospect of inflationary concerns and the war in Ukraine, which have both weighed on semiconductor makers, changing for the better in the second half of the year.</p><p>Being the largest and the most liquid stock on Taiwan’s equity market also made TSMC an easy selling target for some foreign investors, according to Huang. The $475 billion company accounts for about 27 percent of Taiwan’s entire equity market value.</p><p>“While many worry about a cyclical correction, we forecast share gain and robust pricing which will ensure TSMC grows uninterruptedly this year and also in 2023 and 2024,” Sanford C Bernstein analysts including Mark Li wrote in note earlier this month.</p><p>Of the 37 analyst recommendations compiled by Bloomberg, 34 are buys, three are holds and none are sells. The average 12-month price target is NT$816.75, versus Thursday’s close of NT$541.</p><h2>Risk factors</h2><p>To be sure, investors were blindsided by the pandemic, missed many of warning signals before Russia invaded Ukraine and are divided on the course of inflation -- all of which will continue to shape the macro picture for chip makers.</p><p>“We think TSMC stock is already factoring in a downturn,” JPMorgan Chase &amp; Co. analysts including Gokul Hariharan said in a note Wednesday. “However, the extent of potential downside to 2023 estimates is still unclear,” they said, while maintaining a buy rating.</p><p>Others though, are less hesitant in their calls.</p><p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts including Charlie Chan said the current nervousness in the market presents a good opportunity to buy TSMC, whose “future looks secure.”</p><p>“We think now is a great time to accumulate,” he wrote in a report late last month, noting the company’s technology leadership.</p></body></html>","source":"yahoofinance","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>TSMC’s $100 Billion Wipeout Fails to Faze Bullish Analysts</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\">\nTSMC’s $100 Billion Wipeout Fails to Faze Bullish Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 14:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tsmc-100-billion-wipeout-fails-223000870.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The share price slump that’s erased about $100 billion from the market value of Taiwan Semiconductor Manufacturing Co. this year means little to the legion of analysts who see the stock...</p>\n\n<a href=\"https://finance.yahoo.com/news/tsmc-100-billion-wipeout-fails-223000870.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4505":"高瓴资本持仓","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","BK4527":"明星科技股","BK4127":"投资银行业与经纪业","MS":"摩根士丹利","TSM":"台积电","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","03145":"华夏亚洲高息股","BK4581":"高盛持仓"},"source_url":"https://finance.yahoo.com/news/tsmc-100-billion-wipeout-fails-223000870.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2242369490","content_text":"(Bloomberg) -- The share price slump that’s erased about $100 billion from the market value of Taiwan Semiconductor Manufacturing Co. this year means little to the legion of analysts who see the stock as a screaming buy.TSMC shares are expected to climb about 50% to a record high 12 months from now, according to sell-side analyst estimates compiled by Bloomberg, as macro headwinds buffeting the sector ease and investors return their focus to the company’s fundamentals.Fund managers are also starting to view an end in sight to the rout, and Chairman Mark Liu’s Wednesday forecast for 30% revenue growth this year bolsters this case.While the scale of TSMC’s drop is notable, having shed more than a tenth of its share value, it is still about half the fall seen in 2022 in the global semiconductor benchmark index. The company occupies a powerful position in the global technology supply chain as the most advanced maker of chips for giants from Apple Inc. to Nvidia Corp.“Buyers may return as soon as non-fundamental factors disappear,” said Alex Huang, manager of Capital Hi-Tech Fund in Taipei. He sees a prospect of inflationary concerns and the war in Ukraine, which have both weighed on semiconductor makers, changing for the better in the second half of the year.Being the largest and the most liquid stock on Taiwan’s equity market also made TSMC an easy selling target for some foreign investors, according to Huang. The $475 billion company accounts for about 27 percent of Taiwan’s entire equity market value.“While many worry about a cyclical correction, we forecast share gain and robust pricing which will ensure TSMC grows uninterruptedly this year and also in 2023 and 2024,” Sanford C Bernstein analysts including Mark Li wrote in note earlier this month.Of the 37 analyst recommendations compiled by Bloomberg, 34 are buys, three are holds and none are sells. The average 12-month price target is NT$816.75, versus Thursday’s close of NT$541.Risk factorsTo be sure, investors were blindsided by the pandemic, missed many of warning signals before Russia invaded Ukraine and are divided on the course of inflation -- all of which will continue to shape the macro picture for chip makers.“We think TSMC stock is already factoring in a downturn,” JPMorgan Chase & Co. analysts including Gokul Hariharan said in a note Wednesday. “However, the extent of potential downside to 2023 estimates is still unclear,” they said, while maintaining a buy rating.Others though, are less hesitant in their calls.Morgan Stanley analysts including Charlie Chan said the current nervousness in the market presents a good opportunity to buy TSMC, whose “future looks secure.”“We think now is a great time to accumulate,” he wrote in a report late last month, noting the company’s technology leadership.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914943730,"gmtCreate":1665180681520,"gmtModify":1676537567369,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>$ spinning machine, buy.","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>$ spinning machine, buy.","text":"$Taiwan Semiconductor Manufacturing(TSM)$$ spinning machine, buy.","images":[{"img":"https://community-static.tradeup.com/news/1bc7290abd725f6bc7705fbcd45a8ec6","width":"1125","height":"1981"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9914943730","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029821181,"gmtCreate":1652755596043,"gmtModify":1676535156069,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"I'll only buy Sea if it shows constant profits. In&nbsp;this regard, baba is a better buy since it is still profitable despite the crackdown.","listText":"I'll only buy Sea if it shows constant profits. In&nbsp;this regard, baba is a better buy since it is still profitable despite the crackdown.","text":"I'll only buy Sea if it shows constant profits. In this regard, baba is a better buy since it is still profitable despite the crackdown.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029821181","repostId":"1106707720","repostType":4,"repost":{"id":"1106707720","pubTimestamp":1652752978,"share":"https://www.laohu8.com/m/news/1106707720?lang=&edition=full","pubTime":"2022-05-17 10:02","market":"us","language":"en","title":"One-Time Richest Singapore Tycoon Has Lost 80% of His Fortune","url":"https://stock-news.laohu8.com/highlight/detail?id=1106707720","media":"Bloomberg","summary":"Forrest Li is no longer among the world’s 500 richest peopleCompany will post a record quarterly los","content":"<html><head></head><body><ul><li>Forrest Li is no longer among the world’s 500 richest people</li><li>Company will post a record quarterly loss, analysts estimate</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31131a2e8248c8dba0a1caeb5f0669e2\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>Forrest LiPhotographer: Wei Leng Tay/Bloomberg</span></p><p>Just a few months ago, Forrest Li had a $22 billion fortune and was the richest person in Singapore. Now he’s emerging as one of the biggest losers from a market crash that’s wiped more than $1 trillion from the net worth of the world’s 500 richest people this year.</p><p>It’s been a litany of unfortunate events for the Sea Ltd. founder: The tech selloff, the shutdown of its main e-commerce operation in India and disappointing earnings have tanked the company’s American depository receipts more than 80% from a peak in October. He’s still rich -- worth $4.7 billion, according to the Bloomberg Billionaires Index -- but no longer enough to make the cutoff for the top 500 on the planet.</p><p>Traders are preparing for more bad news. The company, which is scheduled to report first-quarter earnings later Tuesday, is expected to post a record loss of more than $740 million, according to the average analyst estimate compiled by Bloomberg. Sea’s net loss had already widened in the final three months of last year as the firm sped up its expansion.</p><p>The downfall showcases the vulnerability of the quick wealth creation from the early stages of the Covid-19 pandemic -- when tech giants benefited from greater demand for their services such as Sea’s e-commerce and gaming. Higher interest rates and the tensions surrounding the war in Ukraine are further hurting growth stocks.</p><p>“Sea is going to see increasing challenges in 2022,” said Shawn Yang, managing director at Blue Lotus Capital, an independent equity research firm in Hong Kong that cut the stock’s target price to $105 from $180 on May 10.</p><p>The company’s e-commerce sales, its main source of revenue, could come short of its annual guidance of $8.9 billion to $9.1 billion as it faces intensifying competition from rivals including Alibaba Group Holding Ltd. and as consumers return to offline stores with the easing of Covid restrictions, Yang said.</p><p>A Sea representative declined to comment for this story.</p><p>Beyond Li, many tech entrepreneurs who saw their wealth rise on the back of the pandemic-induced growth are being hit hard by the market selloff. Eric Yuan, chief executive officer of Zoom Video Communications Inc., has lost $4.4 billion of wealth this year, while the fortune of Amazon.com Inc.’s Jeff Bezos, the world’s second-richest person, is down almost $58 billion. Ernie Garcia II and Ernie Garcia III, the father-son duo that runs used-car company Carvana Co., have shed $15 billion combined.</p><p>Sea’s valuation collapse prompted the usually low-profile Li to reach out to his employees in March. In a 900-word internal memo, he told them not to fear and that while the drop is painful, “this is short-term pain that we have to endure to truly maximize our long-term potential.”</p><p><img src=\"https://static.tigerbbs.com/643ef80f3b555d998c98ae57832874fa\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Analysts generally remain optimistic about Sea’s future even though the stock fell to a two-year low earlier this month. Of the 38 analysts tracked by Bloomberg covering it, 34 recommend buying it. The company’s valuation may begin to rebound as prospects improve with its geographical expansion, according to Nathan Naidu, an analyst with Bloomberg Intelligence.</p><p>For now, though, the shares remain volatile. After a 32% rebound amid a tech rally in the last two days of last week, they dropped 6.7% Monday. Gang Ye, one of the other company founders, has lost $4.3 billion in wealth this year, while David Chen is no longer a billionaire.</p><p>“In the current economic environment, the level of anxiety about the effects of anticipated rate hikes by the Fed, along with rising inflation and impact from the Russian - Ukraine war just aren’t good for risky assets such as tech stocks,” BI’s Naidu said.</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>One-Time Richest Singapore Tycoon Has Lost 80% of His Fortune</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\">\nOne-Time Richest Singapore Tycoon Has Lost 80% of His Fortune\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-17 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-05-16/sea-founder-loses-17-billion-in-one-of-tech-s-biggest-wipeouts?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Forrest Li is no longer among the world’s 500 richest peopleCompany will post a record quarterly loss, analysts estimateForrest LiPhotographer: Wei Leng Tay/BloombergJust a few months ago, Forrest Li ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-05-16/sea-founder-loses-17-billion-in-one-of-tech-s-biggest-wipeouts?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.bloomberg.com/news/articles/2022-05-16/sea-founder-loses-17-billion-in-one-of-tech-s-biggest-wipeouts?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106707720","content_text":"Forrest Li is no longer among the world’s 500 richest peopleCompany will post a record quarterly loss, analysts estimateForrest LiPhotographer: Wei Leng Tay/BloombergJust a few months ago, Forrest Li had a $22 billion fortune and was the richest person in Singapore. Now he’s emerging as one of the biggest losers from a market crash that’s wiped more than $1 trillion from the net worth of the world’s 500 richest people this year.It’s been a litany of unfortunate events for the Sea Ltd. founder: The tech selloff, the shutdown of its main e-commerce operation in India and disappointing earnings have tanked the company’s American depository receipts more than 80% from a peak in October. He’s still rich -- worth $4.7 billion, according to the Bloomberg Billionaires Index -- but no longer enough to make the cutoff for the top 500 on the planet.Traders are preparing for more bad news. The company, which is scheduled to report first-quarter earnings later Tuesday, is expected to post a record loss of more than $740 million, according to the average analyst estimate compiled by Bloomberg. Sea’s net loss had already widened in the final three months of last year as the firm sped up its expansion.The downfall showcases the vulnerability of the quick wealth creation from the early stages of the Covid-19 pandemic -- when tech giants benefited from greater demand for their services such as Sea’s e-commerce and gaming. Higher interest rates and the tensions surrounding the war in Ukraine are further hurting growth stocks.“Sea is going to see increasing challenges in 2022,” said Shawn Yang, managing director at Blue Lotus Capital, an independent equity research firm in Hong Kong that cut the stock’s target price to $105 from $180 on May 10.The company’s e-commerce sales, its main source of revenue, could come short of its annual guidance of $8.9 billion to $9.1 billion as it faces intensifying competition from rivals including Alibaba Group Holding Ltd. and as consumers return to offline stores with the easing of Covid restrictions, Yang said.A Sea representative declined to comment for this story.Beyond Li, many tech entrepreneurs who saw their wealth rise on the back of the pandemic-induced growth are being hit hard by the market selloff. Eric Yuan, chief executive officer of Zoom Video Communications Inc., has lost $4.4 billion of wealth this year, while the fortune of Amazon.com Inc.’s Jeff Bezos, the world’s second-richest person, is down almost $58 billion. Ernie Garcia II and Ernie Garcia III, the father-son duo that runs used-car company Carvana Co., have shed $15 billion combined.Sea’s valuation collapse prompted the usually low-profile Li to reach out to his employees in March. In a 900-word internal memo, he told them not to fear and that while the drop is painful, “this is short-term pain that we have to endure to truly maximize our long-term potential.”Analysts generally remain optimistic about Sea’s future even though the stock fell to a two-year low earlier this month. Of the 38 analysts tracked by Bloomberg covering it, 34 recommend buying it. The company’s valuation may begin to rebound as prospects improve with its geographical expansion, according to Nathan Naidu, an analyst with Bloomberg Intelligence.For now, though, the shares remain volatile. After a 32% rebound amid a tech rally in the last two days of last week, they dropped 6.7% Monday. Gang Ye, one of the other company founders, has lost $4.3 billion in wealth this year, while David Chen is no longer a billionaire.“In the current economic environment, the level of anxiety about the effects of anticipated rate hikes by the Fed, along with rising inflation and impact from the Russian - Ukraine war just aren’t good for risky assets such as tech stocks,” BI’s Naidu said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949862812,"gmtCreate":1678496903837,"gmtModify":1678496907787,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"The perils of short selling","listText":"The perils of short selling","text":"The perils of short selling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949862812","repostId":"2318581167","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959726832,"gmtCreate":1673075882426,"gmtModify":1676538784377,"author":{"id":"4105421923397120","authorId":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","crmLevel":8,"crmLevelSwitch":0},"themes":[],"htmlText":"Another positive for baba. Shares will be up","listText":"Another positive for baba. Shares will be up","text":"Another positive for baba. Shares will be up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959726832","repostId":"2301391783","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}