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2022-02-21

good article

Stock Futures Reverse Early Losses after Biden, Putin Agree 'in Principle' to Summit

2022-02-17

nice

U.S. Stock Futures Tumbled,with Nasdaq Futures Falling 0.81%, S&P 500 Futures Falling 0.52%, and Dow Futures Falling 0.32%

2022-07-09

Ml

Is TSLA Stock a Buy Ahead of the Tesla Stock Split?

2022-02-08

good

Wall Street ends lower as Meta Platforms weighs

2022-07-25

Good article

Sorry, the original content has been removed

2022-01-24

more contents is on telegram them Netflix

The Sky Is Falling for Netflix

2022-06-30

Yes

Amazon Is Not Alibaba In This Correction Phase

2022-06-29

good

BYD’s 66% Gain Catapults Stock to Near Trillion Yuan Market Cap

2022-08-22

Good

Sorry, the original content has been removed

2022-06-29

Nice

3 Stocks to Buy When Inflation Is High

2022-06-28

good article

Better Stock-Split Buy: Alphabet Or Tesla?

2022-08-22

Good

How Option Prices Can Help Predict Future Stock Prices

2022-08-17

Good

Sorry, the original content has been removed

2022-09-01

[Like] [Like] [Like]

Rio Tinto Flags Turquoise Hill Deal

2022-08-17

Good article

Palantir: Could It Be A FAANG?

2022-06-29

Nice article

Sorry, the original content has been removed

2022-09-01

[Like] [Like] [Like] [Like]

Sorry, the original content has been removed

2022-06-30

Ok

Sorry, the original content has been removed

2022-06-29

Good

Sony Takes a Leap Into PC Gaming Gear With New Inzone Brand

2022-06-28

Great ariticle, would you like to share it?

@Stocks_Pedia:Merck: A global healthcare company

Go to Tiger App to see more news

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In this insightful video, we delve deep into the realm of small to mid-cap stocks in the SGX, uncovering the often-overlooked opportunities they hold. Whether you're aiming to diversify your portfolio, seeking growth potential, or exploring new avenues in the financial market, this video is your gateway to mastering the art of stock investment in Singapore's vibrant equity market. 🟩 Join Iggy as he shares expert investment strategies, crucial market research tips, and practical advice on how to maximize returns in the stock market. Discover the growth potential of emerging com\n \n","listText":"🟩🟩 Welcome to 'Unlocking Profit: The Art of Investing in Singapore's Small to Mid-Cap Stocks,' your essential guide to the exciting world of stock investing in Singapore, brought to you by Iggy from Investing Iguana! In this insightful video, we delve deep into the realm of small to mid-cap stocks in the SGX, uncovering the often-overlooked opportunities they hold. Whether you're aiming to diversify your portfolio, seeking growth potential, or exploring new avenues in the financial market, this video is your gateway to mastering the art of stock investment in Singapore's vibrant equity market. 🟩 Join Iggy as he shares expert investment strategies, crucial market research tips, and practical advice on how to maximize returns in the stock market. Discover the growth potential of emerging com","text":"🟩🟩 Welcome to 'Unlocking Profit: The Art of Investing in Singapore's Small to Mid-Cap Stocks,' your essential guide to the exciting world of stock investing in Singapore, brought to you by Iggy from Investing Iguana! In this insightful video, we delve deep into the realm of small to mid-cap stocks in the SGX, uncovering the often-overlooked opportunities they hold. Whether you're aiming to diversify your portfolio, seeking growth potential, or exploring new avenues in the financial market, this video is your gateway to mastering the art of stock investment in Singapore's vibrant equity market. 🟩 Join Iggy as he shares expert investment strategies, crucial market research tips, and practical advice on how to maximize returns in the stock market. Discover the growth potential of emerging com","images":[{"img":"https://community-static.tradeup.com/news/e4682343e62eccda58a9c6dbf03fc1a9"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267257551294648","isVote":1,"tweetType":2,"object":{"id":"45c8ff8dec2a470eb19c3e19848b1f12","tweetId":"267257551294648","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/d16ca5c53270835013671789910/cIRWagZFyLwA.mp4","poster":"https://community-static.tradeup.com/news/e4682343e62eccda58a9c6dbf03fc1a9"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267546279817304,"gmtCreate":1706350134860,"gmtModify":1706350137548,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267546279817304","repostId":"267150638489776","repostType":1,"repost":{"id":267150638489776,"gmtCreate":1706254271361,"gmtModify":1706256192816,"author":{"id":"3479274799087381","authorId":"3479274799087381","name":"sunshineboy","avatar":"https://static.tigerbbs.com/288a954613733fd61b9f74bb255f34f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274799087381","idStr":"3479274799087381"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v> continues to follow 9ema on 1h and 20ema on 1d trends beating 45° lines. Take caution about a potential over extension but could continue towards the upside beating <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> returns as it continues to close out the steep upwards triangle.Keep in mind earnings are Jan 30 (tues) at 4:15 PM earnings whisperer predicts a beat so it could be even more bull from there instead of having to rely on my triangle closing[Miser][Miser][Miser]Huge potential to buy <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> . Still great room to go upward!AMD: AMD continues towards the upside","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v> continues to follow 9ema on 1h and 20ema on 1d trends beating 45° lines. Take caution about a potential over extension but could continue towards the upside beating <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> returns as it continues to close out the steep upwards triangle.Keep in mind earnings are Jan 30 (tues) at 4:15 PM earnings whisperer predicts a beat so it could be even more bull from there instead of having to rely on my triangle closing[Miser][Miser][Miser]Huge potential to buy <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> . Still great room to go upward!AMD: AMD continues towards the upside","text":"$Advanced Micro Devices(AMD)$ continues to follow 9ema on 1h and 20ema on 1d trends beating 45° lines. Take caution about a potential over extension but could continue towards the upside beating $NVIDIA Corp(NVDA)$ returns as it continues to close out the steep upwards triangle.Keep in mind earnings are Jan 30 (tues) at 4:15 PM earnings whisperer predicts a beat so it could be even more bull from there instead of having to rely on my triangle closing[Miser][Miser][Miser]Huge potential to buy $Advanced Micro Devices(AMD)$ . Still great room to go upward!AMD: AMD continues towards the upside","images":[{"img":"https://community-static.tradeup.com/news/39ed53392919999115c54fd6cc24bccd","width":"932","height":"550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267150638489776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267546358747272,"gmtCreate":1706350121470,"gmtModify":1706350125657,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"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/267546358747272","repostId":"267529849708648","repostType":1,"repost":{"id":267529849708648,"gmtCreate":1706345972650,"gmtModify":1706347797936,"author":{"id":"4167908626981012","authorId":"4167908626981012","name":"Weatton Group","avatar":"https://community-static.tradeup.com/news/0e7d53a9dcb7d1f800f0cf980fe787e3","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4167908626981012","idStr":"4167908626981012"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>&nbsp;","text":"$阿里巴巴-SW(09988)$","images":[{"img":"https://community-static.tradeup.com/news/0b0650c2962edb7ce611ab665bebc813","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267529849708648","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939000527,"gmtCreate":1662013831871,"gmtModify":1676536625717,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939000527","repostId":"1121328865","repostType":4,"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939000697,"gmtCreate":1662013803921,"gmtModify":1676536625710,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like] [Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939000697","repostId":"1146481601","repostType":4,"repost":{"id":"1146481601","kind":"news","pubTimestamp":1662011981,"share":"https://ttm.financial/m/news/1146481601?lang=&edition=fundamental","pubTime":"2022-09-01 13:59","market":"us","language":"en","title":"Another Tiny US Listing With Ties to China Spikes 13,000%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146481601","media":"Bloomberg","summary":"A tiny Nevada-incorporated holding company with ties to China just returned investors a massive one-","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/53d47535a7892a3eaac552b12cffe1af\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>A tiny Nevada-incorporated holding company with ties to China just returned investors a massive one-day gain. Addentax Group Corp., whose subsidiaries conduct a majority of their operations in China, saw its shares soar as much as 13,031% on Wednesday after making its debut on the Nasdaq. The stock was halted more than 25 times for volatility and reached as high as $656.54 after pricing its listing at $5 per share. The wild rally is the latest in astringof Hong Kong and Chinese companies, includingAMTD Digital Inc.andMagic Empire Global Ltd., that have seen outsized gains following their US trading debuts.</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>Another Tiny US Listing With Ties to China Spikes 13,000%</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\">\nAnother Tiny US Listing With Ties to China Spikes 13,000%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-31/another-tiny-us-listing-with-ties-to-china-spikes-13-000-chart><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A tiny Nevada-incorporated holding company with ties to China just returned investors a massive one-day gain. Addentax Group Corp., whose subsidiaries conduct a majority of their operations in China, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-31/another-tiny-us-listing-with-ties-to-china-spikes-13-000-chart\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATXG":"盈喜集团"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-31/another-tiny-us-listing-with-ties-to-china-spikes-13-000-chart","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146481601","content_text":"A tiny Nevada-incorporated holding company with ties to China just returned investors a massive one-day gain. Addentax Group Corp., whose subsidiaries conduct a majority of their operations in China, saw its shares soar as much as 13,031% on Wednesday after making its debut on the Nasdaq. The stock was halted more than 25 times for volatility and reached as high as $656.54 after pricing its listing at $5 per share. The wild rally is the latest in astringof Hong Kong and Chinese companies, includingAMTD Digital Inc.andMagic Empire Global Ltd., that have seen outsized gains following their US trading debuts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996844863,"gmtCreate":1661151205454,"gmtModify":1676536462781,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996844863","repostId":"1193710083","repostType":4,"repost":{"id":"1193710083","kind":"news","pubTimestamp":1661157878,"share":"https://ttm.financial/m/news/1193710083?lang=&edition=fundamental","pubTime":"2022-08-22 16:44","market":"us","language":"en","title":"How Option Prices Can Help Predict Future Stock Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1193710083","media":"StockNews","summary":"Using an implied volatility based methodolgy to better time the best time to sell the QQQ.shuttersto","content":"<html><head></head><body><p>Using an implied volatility based methodolgy to better time the best time to sell the QQQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/382ffd9f9f0fe50d305e3a87f41eef1d\" tg-width=\"675\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/><span>shutterstock.com - StockNews</span></p><p>I highlighted last week some reasons why I thought stocks, and particularly QQQ, had finally formed a significant top in my latest commentary for POWR Options.  One of the biggest reasons why the NASDAQ looks tired and toppy was complacency-which was reflected in the form of option prices.</p><p>Most of you are probably very familiar with the VIX-sometimes called the “Fear Index”. The VIX is a general measure of 30-day option prices on the S&amp;P 500. It tends to spike when stock prices fall sharply and usually falls when stock prices rise.</p><p>VXN, or Vixen, is a similar measure of 30-day option prices using the NASDAQ 100 (QQQ) instead of the S&amp;P 500 (SPY). Let’s take a look at how using the VXN as a market timing tool can help call significant short-term tops in the market. It is the equivalent of the Warren Buffett adage that says to “Be Fearful When Others Are Greedy.”</p><p>VXN sell signals are generated when VXN makes at least a 33% pullback from the previous high and then makes a reversal off the lows. Over the past 12 months there have been 6 such sell signals generated (highlighted in aqua on the chart below)</p><p><img src=\"https://static.tigerbbs.com/25f6afcb6b3bf3286f2be21e26d220a3\" tg-width=\"1870\" tg-height=\"921\" referrerpolicy=\"no-referrer\"/></p><p>Below is the same time period 1 year chart of the QQQ. Note how the bottoms in VXN correspond precisely with the tops in QQQ (highlighted in red) .</p><p><img src=\"https://static.tigerbbs.com/5af4d1834e97c6ad003e8fde0c9aab8a\" tg-width=\"1870\" tg-height=\"921\" referrerpolicy=\"no-referrer\"/></p><p>I put together a quick snapshot summary of the VXN based sell signal methodology over the past year shown in the table below.</p><p><img src=\"https://static.tigerbbs.com/71113db715db08930c7994ce57643370\" tg-width=\"1136\" tg-height=\"471\" referrerpolicy=\"no-referrer\"/></p><p>The average pullback over the past six sell signals has been just over 11%. It has taken about a month (29.83 days on average) for stocks to find a subsequent bottom after the sell signal was generated.</p><p>Just as importantly, the sell signals never really were too early or wrong in calling a short-term top. None of the prior six signals would have caused any subsequent angst by using the VXN methodology as a market timing tool. Indeed, only one of the signals had a minor unrealized loss after taking a short position in the QQQ. The other five were pretty much spot on in calling the top.</p><p>Using the VXN methodology means the market will tell you when it is time to act. This can be important as many time fundamental analysis and technical analysis can be way too early…which in this market environment makes it difficult to hang on to a losing position for too long.</p><p>That’s not to say that fundamentals and other factors aren’t important as confirming indicators to take a bearish stance.</p><p>Both valuations and seasonality are also pointing to the probabilities favoring a pullback.</p><p>The two biggest market cap stocks in the NASDAQ 100 (QQQ) are Apple (AAPL) and Microsoft (MSFT). Both reached the highest multiples on a Price/Sales basis over the past three months before softening. Plus having 2 trillion-dollar plus  market cap companies trading at such lofty valuations seems extreme unto itself. Further upside seems limited at best.</p><p><img src=\"https://static.tigerbbs.com/8557da441cea424c21a1cd8a26f4970a\" tg-width=\"1088\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9233f0d95638aff532f271087c4cf67d\" tg-width=\"1103\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Seasonality supports the bearish argument as well.</p><p><img src=\"https://static.tigerbbs.com/58bfcb90c1290833b291c5e478c81d19\" tg-width=\"853\" tg-height=\"613\" referrerpolicy=\"no-referrer\"/></p><p>Over the past twelve years September has been the only down month for QQQ. Shares have shown gains less than half the time with an average loss of 1%. Every other month is positive on both performance and number of up months versus down months.</p><p>Comparative performance is also favoring a bigger pullback for QQQ versus SPY. Normally QQQ and SPY tend to be highly correlated. Over the past few months, however, QQQ has out-performed SPY to a large degree. Look for this correlation to revert back to the mean with QQQ beginning to under-perform to close that gap.</p><p><img src=\"https://static.tigerbbs.com/f5edd1d60d62394eb94a34bc2af40b83\" tg-width=\"1845\" tg-height=\"712\" referrerpolicy=\"no-referrer\"/></p><p>Comparative lows in the VXN also means option prices on the QQQ are comparatively cheap. This favors buying puts to take a defined risk short position. Exactly the type of strategy we use week-in and week-out in the POWR Options Portfolio.</p><p>So, traders looking to take a short position for the short-term would be best served buying puts versus shorting QQQ outright. Limited risk with potentially explosive returns. Plus an increase in implied volatility generally will be a benefit to the long put position as well.</p><p>Tim Biggam</p><p>QQQ shares closed at $322.86 on Friday, down $-6.42 (-1.95%). Year-to-date, QQQ has declined -18.59%, versus a -10.46% rise in the benchmark S&amp;P 500 index during the same period.</p></body></html>","source":"lsy1661150310718","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>How Option Prices Can Help Predict Future Stock Prices</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\">\nHow Option Prices Can Help Predict Future Stock Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 16:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://stocknews.com/news/qqq-aapl-msft-vxn-vix-how-option-prices-can-help-predict-future-stock-prices/><strong>StockNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Using an implied volatility based methodolgy to better time the best time to sell the QQQ.shutterstock.com - StockNewsI highlighted last week some reasons why I thought stocks, and particularly QQQ, ...</p>\n\n<a href=\"https://stocknews.com/news/qqq-aapl-msft-vxn-vix-how-option-prices-can-help-predict-future-stock-prices/\">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://stocknews.com/news/qqq-aapl-msft-vxn-vix-how-option-prices-can-help-predict-future-stock-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193710083","content_text":"Using an implied volatility based methodolgy to better time the best time to sell the QQQ.shutterstock.com - StockNewsI highlighted last week some reasons why I thought stocks, and particularly QQQ, had finally formed a significant top in my latest commentary for POWR Options.  One of the biggest reasons why the NASDAQ looks tired and toppy was complacency-which was reflected in the form of option prices.Most of you are probably very familiar with the VIX-sometimes called the “Fear Index”. The VIX is a general measure of 30-day option prices on the S&P 500. It tends to spike when stock prices fall sharply and usually falls when stock prices rise.VXN, or Vixen, is a similar measure of 30-day option prices using the NASDAQ 100 (QQQ) instead of the S&P 500 (SPY). Let’s take a look at how using the VXN as a market timing tool can help call significant short-term tops in the market. It is the equivalent of the Warren Buffett adage that says to “Be Fearful When Others Are Greedy.”VXN sell signals are generated when VXN makes at least a 33% pullback from the previous high and then makes a reversal off the lows. Over the past 12 months there have been 6 such sell signals generated (highlighted in aqua on the chart below)Below is the same time period 1 year chart of the QQQ. Note how the bottoms in VXN correspond precisely with the tops in QQQ (highlighted in red) .I put together a quick snapshot summary of the VXN based sell signal methodology over the past year shown in the table below.The average pullback over the past six sell signals has been just over 11%. It has taken about a month (29.83 days on average) for stocks to find a subsequent bottom after the sell signal was generated.Just as importantly, the sell signals never really were too early or wrong in calling a short-term top. None of the prior six signals would have caused any subsequent angst by using the VXN methodology as a market timing tool. Indeed, only one of the signals had a minor unrealized loss after taking a short position in the QQQ. The other five were pretty much spot on in calling the top.Using the VXN methodology means the market will tell you when it is time to act. This can be important as many time fundamental analysis and technical analysis can be way too early…which in this market environment makes it difficult to hang on to a losing position for too long.That’s not to say that fundamentals and other factors aren’t important as confirming indicators to take a bearish stance.Both valuations and seasonality are also pointing to the probabilities favoring a pullback.The two biggest market cap stocks in the NASDAQ 100 (QQQ) are Apple (AAPL) and Microsoft (MSFT). Both reached the highest multiples on a Price/Sales basis over the past three months before softening. Plus having 2 trillion-dollar plus  market cap companies trading at such lofty valuations seems extreme unto itself. Further upside seems limited at best.Seasonality supports the bearish argument as well.Over the past twelve years September has been the only down month for QQQ. Shares have shown gains less than half the time with an average loss of 1%. Every other month is positive on both performance and number of up months versus down months.Comparative performance is also favoring a bigger pullback for QQQ versus SPY. Normally QQQ and SPY tend to be highly correlated. Over the past few months, however, QQQ has out-performed SPY to a large degree. Look for this correlation to revert back to the mean with QQQ beginning to under-perform to close that gap.Comparative lows in the VXN also means option prices on the QQQ are comparatively cheap. This favors buying puts to take a defined risk short position. Exactly the type of strategy we use week-in and week-out in the POWR Options Portfolio.So, traders looking to take a short position for the short-term would be best served buying puts versus shorting QQQ outright. Limited risk with potentially explosive returns. Plus an increase in implied volatility generally will be a benefit to the long put position as well.Tim BiggamQQQ shares closed at $322.86 on Friday, down $-6.42 (-1.95%). Year-to-date, QQQ has declined -18.59%, versus a -10.46% rise in the benchmark S&P 500 index during the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996844916,"gmtCreate":1661151185338,"gmtModify":1676536462773,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996844916","repostId":"2261958518","repostType":4,"repost":{"id":"2261958518","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1661182375,"share":"https://ttm.financial/m/news/2261958518?lang=&edition=fundamental","pubTime":"2022-08-22 23:32","market":"us","language":"en","title":"Forecast for Powell's Mountain Resort Trip: High Inflation, Limited Visibility","url":"https://stock-news.laohu8.com/highlight/detail?id=2261958518","media":"Reuters","summary":"For workers hoping to hold onto wage gains and investors hoping to hang onto profits, Federal Reserv","content":"<html><head></head><body><p>For workers hoping to hold onto wage gains and investors hoping to hang onto profits, Federal Reserve Chair Jerome Powell&#39;s remarks this week to a central banking conference in Wyoming will lay out what he expects to happen in an economy battling inflation while also, some fear, edging towards a recession.</p><p>He&#39;d be the first to acknowledge one uncomfortable fact: He has no idea what the next few months will bring.</p><p>&#34;It&#39;s very hard to say with any confidence in normal times ... what the economy&#39;s going to be doing in six or 12 months,&#34; Powell said on July 27 after the end of the Fed&#39;s last policy meeting. &#34;These are not normal times.&#34;</p><p>Powell is scheduled to speak Friday morning at the Kansas City Fed&#39;s annual Jackson Hole research conference held at a national park lodge outside of Jackson in the western U.S. state. The gathering is one of the central banking profession&#39;s A-list events, with global officials kibbitzing over cocktails, listening to presentations on new research, hiking the Grand Teton mountains and fly fishing for fine-spotted cutthroat trout on the Snake River.</p><p>The gathering also offers an attention-getting perch for a Fed chief or other policymaker to fine-tune their messaging.</p><p>With the U.S. central bank facing the worst breakout of inflation since the early 1980s, and raising interest rates fast to counter it, Powell is expected to keep the focus squarely on that battle - and on the Fed&#39;s singular commitment to winning it.</p><p>&#34;What we should hear and are likely to hear next week is push-back&#34; to the idea that the Fed feels it has tightened credit conditions enough to fix the inflation problem, or that, as some have speculated, it would &#34;blink&#34; at the first sign of economic weakness and either stop raising rates or even begin cutting them, said Seema Shah, chief strategist at Principal Global Investors.</p><p>Rather, she said Powell was likely to emphasize that &#34;growth is slowing, is likely to slow further, yet inflation will be sticky and their priority is to contain inflation ... They are not about to stop in response to weaker growth.&#34;</p><p><b>INFLATION&#39;S BROAD ROOTS</b></p><p>The groundwork has been laid in comments recently from the Fed&#39;s cadre of regional bank presidents, who have openly entertained the risk of recession as part of controlling inflation, used phrases like &#34;raise and hold&#34; to describe a rate-hiking strategy where cuts have no place yet, or flat out called for continued large rate increases like the back-to-back 75-basis-point hikes delivered in June and July.</p><p>It implies a rocky second half of the year, with risks particularly for equity investors who have recently pushed stock prices higher and employees who might be caught out by a cycle of layoffs.</p><p>The roots of the inflationary surge are broad, ranging from the volatile ride in energy and food markets stemming from Russia&#39;s Feb. 24 war with Ukraine, to the vagaries of global shipping during the COVID-19 pandemic and what one Fed official likes to call &#34;revenge spending&#34; by U.S. consumers to make up for lost time since the onset of the virus in early 2020.</p><p>&#34;We remain in the midst of an extraordinarily complicated pandemic-related economic shutdown and restart,&#34; Bob Miller, head of Americas fundamental fixed income at BlackRock, wrote last week. &#34;Historical correlations ... have broken down&#34; among simultaneous &#34;shocks&#34; pulling demand, supply and the economy overall in conflicting directions.</p><p>Getting a read on what&#39;s next has become immensely difficult: Just consider that after six months in which the economy shrank when measured by gross domestic product data, businesses still added more than an extra half million employees in July. That has forced the Fed to swap out the sort of guidance it had used to map out its plans for months ahead in favor of outlining its intentions one meeting at a time.</p><p>For workers, businesses and investors, that leaves a slim foundation for planning.</p><p><b>RECESSION &#39;COULD HAPPEN&#39;</b></p><p>Powell&#39;s remarks, due to be delivered at 10 a.m. EDT (1400 GMT) on Friday, will target a U.S. audience, but the ears of the world will hang on every word. As the head of the world&#39;s most powerful central bank, the course the 69-year-old former investment banker outlines for the Fed will have ripple effects across the globe at a moment when most other central banks are also locked in their own battles with inflation.</p><p>The Fed&#39;s main monetary policy tool, the federal funds rate, has risen from near zero in early March to the current target range of 2.25% to 2.50%, with more hikes certain to come, but the ongoing pace and ultimate stopping point still unclear. Policymakers around the world have done much the same thing, to varying degrees.</p><p>The rate increases really only work on one aspect of inflation - the portion arising from business and consumer spending. By making loans for things like houses and cars more costly, they discourage those purchases; less demand should mean less pressure on prices, and in the case of housing that can course through many parts of the economy.</p><p>Faltering demand and tighter credit can also affect what corporations pay to borrow, crimping their spending. It can have a mighty effect on stock prices as well since equities are often most alluring when interest rates are low or falling.</p><p>The key issue confronting the Fed, and the U.S. economy, is whether the rate increases already telegraphed will squelch enough demand to reduce inflation, which by one measure used by the central bank is running at about three times its 2% target.</p><p>If not, and inflation numbers don&#39;t confirm a consistent slowing trend in coming months, the Fed will have to reset expectations for even higher borrowing costs - the type of event that could cause a fresh sell-off in stocks, layoffs at corporations, and even a recession.</p><p>That&#39;s an outcome Powell and his colleagues want to avoid. But, as he is expected to emphasize, the economy needs to slow for inflation to fall, and if it doesn&#39;t the Fed will need to tighten policy further.</p><p>&#34;There&#39;s a path to getting inflation under control, but a recession ... could happen in the process,&#34; Richmond Fed President Thomas Barkin told reporters on the sidelines of a conference in Maryland on Friday. &#34;We are out of balance today.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forecast for Powell's Mountain Resort Trip: High Inflation, Limited Visibility</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\">\nForecast for Powell's Mountain Resort Trip: High Inflation, Limited Visibility\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-22 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>For workers hoping to hold onto wage gains and investors hoping to hang onto profits, Federal Reserve Chair Jerome Powell&#39;s remarks this week to a central banking conference in Wyoming will lay out what he expects to happen in an economy battling inflation while also, some fear, edging towards a recession.</p><p>He&#39;d be the first to acknowledge one uncomfortable fact: He has no idea what the next few months will bring.</p><p>&#34;It&#39;s very hard to say with any confidence in normal times ... what the economy&#39;s going to be doing in six or 12 months,&#34; Powell said on July 27 after the end of the Fed&#39;s last policy meeting. &#34;These are not normal times.&#34;</p><p>Powell is scheduled to speak Friday morning at the Kansas City Fed&#39;s annual Jackson Hole research conference held at a national park lodge outside of Jackson in the western U.S. state. The gathering is one of the central banking profession&#39;s A-list events, with global officials kibbitzing over cocktails, listening to presentations on new research, hiking the Grand Teton mountains and fly fishing for fine-spotted cutthroat trout on the Snake River.</p><p>The gathering also offers an attention-getting perch for a Fed chief or other policymaker to fine-tune their messaging.</p><p>With the U.S. central bank facing the worst breakout of inflation since the early 1980s, and raising interest rates fast to counter it, Powell is expected to keep the focus squarely on that battle - and on the Fed&#39;s singular commitment to winning it.</p><p>&#34;What we should hear and are likely to hear next week is push-back&#34; to the idea that the Fed feels it has tightened credit conditions enough to fix the inflation problem, or that, as some have speculated, it would &#34;blink&#34; at the first sign of economic weakness and either stop raising rates or even begin cutting them, said Seema Shah, chief strategist at Principal Global Investors.</p><p>Rather, she said Powell was likely to emphasize that &#34;growth is slowing, is likely to slow further, yet inflation will be sticky and their priority is to contain inflation ... They are not about to stop in response to weaker growth.&#34;</p><p><b>INFLATION&#39;S BROAD ROOTS</b></p><p>The groundwork has been laid in comments recently from the Fed&#39;s cadre of regional bank presidents, who have openly entertained the risk of recession as part of controlling inflation, used phrases like &#34;raise and hold&#34; to describe a rate-hiking strategy where cuts have no place yet, or flat out called for continued large rate increases like the back-to-back 75-basis-point hikes delivered in June and July.</p><p>It implies a rocky second half of the year, with risks particularly for equity investors who have recently pushed stock prices higher and employees who might be caught out by a cycle of layoffs.</p><p>The roots of the inflationary surge are broad, ranging from the volatile ride in energy and food markets stemming from Russia&#39;s Feb. 24 war with Ukraine, to the vagaries of global shipping during the COVID-19 pandemic and what one Fed official likes to call &#34;revenge spending&#34; by U.S. consumers to make up for lost time since the onset of the virus in early 2020.</p><p>&#34;We remain in the midst of an extraordinarily complicated pandemic-related economic shutdown and restart,&#34; Bob Miller, head of Americas fundamental fixed income at BlackRock, wrote last week. &#34;Historical correlations ... have broken down&#34; among simultaneous &#34;shocks&#34; pulling demand, supply and the economy overall in conflicting directions.</p><p>Getting a read on what&#39;s next has become immensely difficult: Just consider that after six months in which the economy shrank when measured by gross domestic product data, businesses still added more than an extra half million employees in July. That has forced the Fed to swap out the sort of guidance it had used to map out its plans for months ahead in favor of outlining its intentions one meeting at a time.</p><p>For workers, businesses and investors, that leaves a slim foundation for planning.</p><p><b>RECESSION &#39;COULD HAPPEN&#39;</b></p><p>Powell&#39;s remarks, due to be delivered at 10 a.m. EDT (1400 GMT) on Friday, will target a U.S. audience, but the ears of the world will hang on every word. As the head of the world&#39;s most powerful central bank, the course the 69-year-old former investment banker outlines for the Fed will have ripple effects across the globe at a moment when most other central banks are also locked in their own battles with inflation.</p><p>The Fed&#39;s main monetary policy tool, the federal funds rate, has risen from near zero in early March to the current target range of 2.25% to 2.50%, with more hikes certain to come, but the ongoing pace and ultimate stopping point still unclear. Policymakers around the world have done much the same thing, to varying degrees.</p><p>The rate increases really only work on one aspect of inflation - the portion arising from business and consumer spending. By making loans for things like houses and cars more costly, they discourage those purchases; less demand should mean less pressure on prices, and in the case of housing that can course through many parts of the economy.</p><p>Faltering demand and tighter credit can also affect what corporations pay to borrow, crimping their spending. It can have a mighty effect on stock prices as well since equities are often most alluring when interest rates are low or falling.</p><p>The key issue confronting the Fed, and the U.S. economy, is whether the rate increases already telegraphed will squelch enough demand to reduce inflation, which by one measure used by the central bank is running at about three times its 2% target.</p><p>If not, and inflation numbers don&#39;t confirm a consistent slowing trend in coming months, the Fed will have to reset expectations for even higher borrowing costs - the type of event that could cause a fresh sell-off in stocks, layoffs at corporations, and even a recession.</p><p>That&#39;s an outcome Powell and his colleagues want to avoid. But, as he is expected to emphasize, the economy needs to slow for inflation to fall, and if it doesn&#39;t the Fed will need to tighten policy further.</p><p>&#34;There&#39;s a path to getting inflation under control, but a recession ... could happen in the process,&#34; Richmond Fed President Thomas Barkin told reporters on the sidelines of a conference in Maryland on Friday. &#34;We are out of balance today.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261958518","content_text":"For workers hoping to hold onto wage gains and investors hoping to hang onto profits, Federal Reserve Chair Jerome Powell's remarks this week to a central banking conference in Wyoming will lay out what he expects to happen in an economy battling inflation while also, some fear, edging towards a recession.He'd be the first to acknowledge one uncomfortable fact: He has no idea what the next few months will bring.\"It's very hard to say with any confidence in normal times ... what the economy's going to be doing in six or 12 months,\" Powell said on July 27 after the end of the Fed's last policy meeting. \"These are not normal times.\"Powell is scheduled to speak Friday morning at the Kansas City Fed's annual Jackson Hole research conference held at a national park lodge outside of Jackson in the western U.S. state. The gathering is one of the central banking profession's A-list events, with global officials kibbitzing over cocktails, listening to presentations on new research, hiking the Grand Teton mountains and fly fishing for fine-spotted cutthroat trout on the Snake River.The gathering also offers an attention-getting perch for a Fed chief or other policymaker to fine-tune their messaging.With the U.S. central bank facing the worst breakout of inflation since the early 1980s, and raising interest rates fast to counter it, Powell is expected to keep the focus squarely on that battle - and on the Fed's singular commitment to winning it.\"What we should hear and are likely to hear next week is push-back\" to the idea that the Fed feels it has tightened credit conditions enough to fix the inflation problem, or that, as some have speculated, it would \"blink\" at the first sign of economic weakness and either stop raising rates or even begin cutting them, said Seema Shah, chief strategist at Principal Global Investors.Rather, she said Powell was likely to emphasize that \"growth is slowing, is likely to slow further, yet inflation will be sticky and their priority is to contain inflation ... They are not about to stop in response to weaker growth.\"INFLATION'S BROAD ROOTSThe groundwork has been laid in comments recently from the Fed's cadre of regional bank presidents, who have openly entertained the risk of recession as part of controlling inflation, used phrases like \"raise and hold\" to describe a rate-hiking strategy where cuts have no place yet, or flat out called for continued large rate increases like the back-to-back 75-basis-point hikes delivered in June and July.It implies a rocky second half of the year, with risks particularly for equity investors who have recently pushed stock prices higher and employees who might be caught out by a cycle of layoffs.The roots of the inflationary surge are broad, ranging from the volatile ride in energy and food markets stemming from Russia's Feb. 24 war with Ukraine, to the vagaries of global shipping during the COVID-19 pandemic and what one Fed official likes to call \"revenge spending\" by U.S. consumers to make up for lost time since the onset of the virus in early 2020.\"We remain in the midst of an extraordinarily complicated pandemic-related economic shutdown and restart,\" Bob Miller, head of Americas fundamental fixed income at BlackRock, wrote last week. \"Historical correlations ... have broken down\" among simultaneous \"shocks\" pulling demand, supply and the economy overall in conflicting directions.Getting a read on what's next has become immensely difficult: Just consider that after six months in which the economy shrank when measured by gross domestic product data, businesses still added more than an extra half million employees in July. That has forced the Fed to swap out the sort of guidance it had used to map out its plans for months ahead in favor of outlining its intentions one meeting at a time.For workers, businesses and investors, that leaves a slim foundation for planning.RECESSION 'COULD HAPPEN'Powell's remarks, due to be delivered at 10 a.m. EDT (1400 GMT) on Friday, will target a U.S. audience, but the ears of the world will hang on every word. As the head of the world's most powerful central bank, the course the 69-year-old former investment banker outlines for the Fed will have ripple effects across the globe at a moment when most other central banks are also locked in their own battles with inflation.The Fed's main monetary policy tool, the federal funds rate, has risen from near zero in early March to the current target range of 2.25% to 2.50%, with more hikes certain to come, but the ongoing pace and ultimate stopping point still unclear. Policymakers around the world have done much the same thing, to varying degrees.The rate increases really only work on one aspect of inflation - the portion arising from business and consumer spending. By making loans for things like houses and cars more costly, they discourage those purchases; less demand should mean less pressure on prices, and in the case of housing that can course through many parts of the economy.Faltering demand and tighter credit can also affect what corporations pay to borrow, crimping their spending. It can have a mighty effect on stock prices as well since equities are often most alluring when interest rates are low or falling.The key issue confronting the Fed, and the U.S. economy, is whether the rate increases already telegraphed will squelch enough demand to reduce inflation, which by one measure used by the central bank is running at about three times its 2% target.If not, and inflation numbers don't confirm a consistent slowing trend in coming months, the Fed will have to reset expectations for even higher borrowing costs - the type of event that could cause a fresh sell-off in stocks, layoffs at corporations, and even a recession.That's an outcome Powell and his colleagues want to avoid. But, as he is expected to emphasize, the economy needs to slow for inflation to fall, and if it doesn't the Fed will need to tighten policy further.\"There's a path to getting inflation under control, but a recession ... could happen in the process,\" Richmond Fed President Thomas Barkin told reporters on the sidelines of a conference in Maryland on Friday. \"We are out of balance today.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993498011,"gmtCreate":1660710265535,"gmtModify":1676536384826,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993498011","repostId":"2259007017","repostType":4,"repost":{"id":"2259007017","kind":"news","pubTimestamp":1660706834,"share":"https://ttm.financial/m/news/2259007017?lang=&edition=fundamental","pubTime":"2022-08-17 11:27","market":"us","language":"en","title":"Palantir: Could It Be A FAANG?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259007017","media":"Seeking Alpha","summary":"SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Arguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.</li><li>And few companies have been as controversial as Palantir, which is supported by the observation that the company works with the CIA and US spec ops.</li><li>In a nutshell, Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data.</li><li>Reflecting on enterprise digitalization, the metaverse and a expansion of crypto, Palantir&#39;s market opportunity in 2030 could be $1 trillion.</li><li>In my opinion, Palantir is undervalued. My base-case target price is $22.4/share.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><b>Thesis</b></p><p>Few companies are as controversial as Palantir (NYSE:PLTR). Some investors believe this company is building the infrastructure for the future, while others believe Palantir&#39;s market potential is limited to government intelligence anddoes not really have a competitive advantage against competitors. Even more notable, the same investor could alternate between these two views. For example, Cathie Wood once believed in Palantir&#39;s potential and bought as much as 15 million shares. But since then, she has completely sold out her fund&#39;s holdings. What is going on? How should investors think about Palantir. This article should provide more clarity.</p><p>For reference, Palantir stock is down more than 70% from ATH. YTD, Palantir is down more than 46%, while over the same period, the S&amp;P 500 has lost only about 11%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9d1937b029ea7046d54454782db814\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>More About Palantir</b></p><p>Arguably a key reason why investors have difficulties building an investment thesis around Palantir is that many actually do not really understand what Palantir does. This is understandable given that the company works, amongst others, with the US Special Forces and the CIA on secret projects.</p><p>In a nutshell, and somehow simplified,Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data. Or in other words, Palantir builds an operating system for data management on which users can layer interfaces and visualizations. This allows users to derive value-adding insights and support intelligence-driven decision making. That said, customers use the company&#39;s software to optimize production processes, consumer insights and marketing efforts, capital management and risk oversight.</p><p>For example, in the past Palantir has supported: the government with the planning and execution of special war operations; banks with scenario analysis and risk management during the financial crisis; the structured distribution of COVID-19 vaccines around the world to fight the epidemic.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b330c63a70d472c9062a1c0c227863cc\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Palantir Q2 2022 Presentation</span></p><p><b>Palantir&#39;s Opportunity</b></p><p>Palantir&#39;s market opportunity definitely has the potential to capture a potential that could indicate FAANG potential. In 2020, Palantir said that its addressable market is valued at around $120 billion.According to IDC, the market for data management/analytics and business intelligence (or in other words &#39;edge computing&#39;) is estimated at about $250 billion in 2024. And while I have no research to support this, I argue that on the backdrop of accelerating enterprise digitalization, the metaverse innovation and a continued expansion of crypto, Palantir&#39;s market opportunity could be valued at a $1 trillion potential in 2030 (this would indicate about 25% CAGR until 2030)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5059c99b7d668bc766ffa96f0681e120\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Palantir Q2 2022 Presentation</span></p><p>Reflecting on Palantir&#39;s market opportunity,Alex Karp said:</p><blockquote><i>We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.</i></blockquote><blockquote><i>Most other companies are targeting small segments of the market.</i></blockquote><blockquote><b><i>We see and intend to capture the whole.</i></b></blockquote><p><b>Palantir Valuation</b></p><p>Palantir is currently valued at a one-year forward EV/Sales of x9.6 and a Price/Free Cash Flow of almost x75. Accordingly, it is fair to say that PLTR is trading expensively. But investors should consider the valuation in relation to the company&#39;s accelerating business expansion.</p><p>Personally, I believe that Palantir&#39;s business could grow at a 25% CAGR for the next 7 years. Accordingly, the company&#39;s sales could reach about $12 billion in 2030. If we consider a net-profit margin of 28%, which is in line with asset-light software firms, Palantir&#39;s net income for 2030 could be as high as $3.3 billion. I believe a x25 P/E multiple for 2030 could be reasonable and so I see a market capitalization of $82.5 billion. (Assuming Palantir&#39;s net-debt position does not change)</p><p>An analyst may discount the $82.5 billion with a reasonable rate, which I anchor on 8%, and find that Palantir should be valued at about $48 billion today, or about $22.4/share.</p><p>Risks</p><p>Investing in Palantir is a speculation, as there is considerable uncertainty related to projecting a company&#39;s fundamentals for multiple years into the future. Moreover, the uncertainty surrounding Palantir&#39;s value proposition adds to the complexity. That said, there is no guarantee that the company will reach my estimated 2030 sales and profitability targets.</p><p>Investors should also consider that much of Palantir&#39;s current share price volatility is driven by investor sentiment towards stocks. Accordingly, investors should expect price volatility even though Palantir&#39;s business outlook remains unchanged.</p><p><b>Conclusion</b></p><p>Arguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market. Has Palantir the market and product potential to grow into a powerhouse that could rival the FAANGs? Personally, I do think so. Or as CEO Karp commented:</p><blockquote>We believe that our most significant growth is still yet to com</blockquote><p>I estimate that the market for data analytics and business intelligence could grow at a 25% CAGR until 2025 and accordingly I see significant upside for Palantir&#39;s business. If my analysis is correct, Palantir is undervalued. My base-case target price is $22.4/share.</p><p><i>What do you think, could Palantir be an equal to the FAANGs?</i></p><p>This article was written by Cavenagh Research. This document is for reference only.</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>Palantir: Could It Be A FAANG?</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\">\nPalantir: Could It Be A FAANG?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.And few companies have been as controversial as Palantir, which is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2259007017","content_text":"SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.And few companies have been as controversial as Palantir, which is supported by the observation that the company works with the CIA and US spec ops.In a nutshell, Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data.Reflecting on enterprise digitalization, the metaverse and a expansion of crypto, Palantir's market opportunity in 2030 could be $1 trillion.In my opinion, Palantir is undervalued. My base-case target price is $22.4/share.Michael Vi/iStock Editorial via Getty ImagesThesisFew companies are as controversial as Palantir (NYSE:PLTR). Some investors believe this company is building the infrastructure for the future, while others believe Palantir's market potential is limited to government intelligence anddoes not really have a competitive advantage against competitors. Even more notable, the same investor could alternate between these two views. For example, Cathie Wood once believed in Palantir's potential and bought as much as 15 million shares. But since then, she has completely sold out her fund's holdings. What is going on? How should investors think about Palantir. This article should provide more clarity.For reference, Palantir stock is down more than 70% from ATH. YTD, Palantir is down more than 46%, while over the same period, the S&P 500 has lost only about 11%.Seeking AlphaMore About PalantirArguably a key reason why investors have difficulties building an investment thesis around Palantir is that many actually do not really understand what Palantir does. This is understandable given that the company works, amongst others, with the US Special Forces and the CIA on secret projects.In a nutshell, and somehow simplified,Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data. Or in other words, Palantir builds an operating system for data management on which users can layer interfaces and visualizations. This allows users to derive value-adding insights and support intelligence-driven decision making. That said, customers use the company's software to optimize production processes, consumer insights and marketing efforts, capital management and risk oversight.For example, in the past Palantir has supported: the government with the planning and execution of special war operations; banks with scenario analysis and risk management during the financial crisis; the structured distribution of COVID-19 vaccines around the world to fight the epidemic.Palantir Q2 2022 PresentationPalantir's OpportunityPalantir's market opportunity definitely has the potential to capture a potential that could indicate FAANG potential. In 2020, Palantir said that its addressable market is valued at around $120 billion.According to IDC, the market for data management/analytics and business intelligence (or in other words 'edge computing') is estimated at about $250 billion in 2024. And while I have no research to support this, I argue that on the backdrop of accelerating enterprise digitalization, the metaverse innovation and a continued expansion of crypto, Palantir's market opportunity could be valued at a $1 trillion potential in 2030 (this would indicate about 25% CAGR until 2030)Palantir Q2 2022 PresentationReflecting on Palantir's market opportunity,Alex Karp said:We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.Most other companies are targeting small segments of the market.We see and intend to capture the whole.Palantir ValuationPalantir is currently valued at a one-year forward EV/Sales of x9.6 and a Price/Free Cash Flow of almost x75. Accordingly, it is fair to say that PLTR is trading expensively. But investors should consider the valuation in relation to the company's accelerating business expansion.Personally, I believe that Palantir's business could grow at a 25% CAGR for the next 7 years. Accordingly, the company's sales could reach about $12 billion in 2030. If we consider a net-profit margin of 28%, which is in line with asset-light software firms, Palantir's net income for 2030 could be as high as $3.3 billion. I believe a x25 P/E multiple for 2030 could be reasonable and so I see a market capitalization of $82.5 billion. (Assuming Palantir's net-debt position does not change)An analyst may discount the $82.5 billion with a reasonable rate, which I anchor on 8%, and find that Palantir should be valued at about $48 billion today, or about $22.4/share.RisksInvesting in Palantir is a speculation, as there is considerable uncertainty related to projecting a company's fundamentals for multiple years into the future. Moreover, the uncertainty surrounding Palantir's value proposition adds to the complexity. That said, there is no guarantee that the company will reach my estimated 2030 sales and profitability targets.Investors should also consider that much of Palantir's current share price volatility is driven by investor sentiment towards stocks. Accordingly, investors should expect price volatility even though Palantir's business outlook remains unchanged.ConclusionArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market. Has Palantir the market and product potential to grow into a powerhouse that could rival the FAANGs? Personally, I do think so. Or as CEO Karp commented:We believe that our most significant growth is still yet to comI estimate that the market for data analytics and business intelligence could grow at a 25% CAGR until 2025 and accordingly I see significant upside for Palantir's business. If my analysis is correct, Palantir is undervalued. My base-case target price is $22.4/share.What do you think, could Palantir be an equal to the FAANGs?This article was written by Cavenagh Research. This document is for reference only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993491105,"gmtCreate":1660710225310,"gmtModify":1676536384811,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993491105","repostId":"2259019064","repostType":4,"repost":{"id":"2259019064","kind":"news","pubTimestamp":1660707287,"share":"https://ttm.financial/m/news/2259019064?lang=&edition=fundamental","pubTime":"2022-08-17 11:34","market":"us","language":"en","title":"Rivian Automotive Stock: Bear vs. Bull","url":"https://stock-news.laohu8.com/highlight/detail?id=2259019064","media":"Motley Fool","summary":"Should investors pounce on the EV stock after big sell-offs?","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>The positives outweighed some short-term struggles announced in Rivian&#39;s second-quarter report.</li><li>Rivian is still a risky stock even after substantial valuation contraction.</li></ul><p><b>Rivian</b> is an intriguing young player in the electric vehicle (EV) market and has already attracted investments and contracts from industry giants including <b>Amazon</b>. On the other hand, the EV specialist has significantly lowered its vehicle production target for this year, and its share price trades down roughly 62.5% year to date and 77% from its lifetime high.</p><p>With that in mind, two Motley Fool contributors have formed a panel to hash out bull and bear takes on the stock. Read on for a look at the pros and cons of investing in Rivian right now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/480a88a633291fabc85d736016ba4886\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: RIVIAN.</span></p><p><b>Bull case: Abundant demand and plenty of cash</b></p><p><b>Howard Smith:</b> Rivian&#39;s recent quarterly report was only its fourth as a public company. The 2022 second-quarter report contained both positive and negative takeaways. I&#39;d argue that the the positive developments are more of an indicator that this company could indeed grow into its recent valuation and have excellent long-term prospects.</p><p>Rivian&#39;s losses accelerated in the second quarter, and it is even having to take measures to cut spending. That seems prudent, as the company still holds $15.4 billion in cash and equivalents that it needs to carry it through the development of a second product platform and second manufacturing facility. Rivian plans to begin production at its second facility in 2024, and launch and ramp its R2 vehicle platform in 2025.</p><p>Probably the most important piece of information from the company&#39;s report was that it reaffirmed plans for production volume for 2022. That is in contrast to what some other EV start-ups have said as they struggle with supply chain challenges. But Rivian must have a handle on that, since its forecast implies that it will actually more than double the 4,401 vehicles it made in the second quarter for both the third and fourth quarters.</p><p>That&#39;s especially important since its number of preorders continues to accelerate. The preorders for its R1 platform pickup truck and SUV have more than doubled in just the last nine months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b297098556916855c0e713f51164e4f\" tg-width=\"2000\" tg-height=\"1138\" width=\"100%\" height=\"auto\"/><span>DATA SOURCE: RIVIAN AUTOMOTIVE. CHART BY AUTHOR.</span></p><p>Those preorders are cancellable, but the trend shows that doesn&#39;t appear to be a problem. And that is in addition to a 100,000 electric delivery vehicle order from early investor Amazon. Some investors may not feel comfortable with the financial results and outlook just provided by the company. But with a longer-term outlook, one can see promise from a solid order book for both Rivian&#39;s consumer and commercial vehicles. If the company successfully navigates through supply chain disruptions and higher raw material costs, it could justify its stock valuation in a reasonable amount of time.</p><p><b>Bear case: Rivian could still be risky despite big sell-offs</b></p><p><b>Keith Noonan:</b> While Rivian&#39;s deal with Amazon is intriguing, and its cash pile should give it some flexibility in the near term, the EV specialist is also burning cash at an alarming rate. The company&#39;s net loss roughly tripled to reach $1.7 billion in the second quarter, and that raises some red flags in the increasingly competitive EV market. Without dramatic margin improvement, Rivian is on track to burn through its cash pile within the next few years.</p><p>Unless the company finds a way to improve its cash flow situation, it will likely turn to major new stock offerings or securing new loans in a high-interest-rate environment to fund operations. Those possibilities look particularly worrisome because the company is facing production difficulties. Rivian&#39;s expected vehicle delivery output of 25,000 vehicles this year is just half of what it says it would be capable of manufacturing under ideal conditions, and the company could encounter continued difficulties navigating production headwinds impacting the industry.</p><p>Rivian is spending big now to establish a strong position in its industry over the long term. That could pay off in a big way, but success isn&#39;t guaranteed, and the strategy looks even more risky in a macroeconomic climate defined by high levels of inflation, rising interest rates, and the threat of a prolonged recession. There&#39;s also a risk that other EV manufacturers and established auto giants will move in on the company&#39;s turf, potentially limiting sales growth and depressing margins.</p><p>Even with huge sell-offs since going public last November, Rivian still has a market capitalization of roughly $35 billion and is valued at approximately 19 times this year&#39;s expected sales. That&#39;s a valuation that could pave the way for continued sell-offs, particularly with substantial stock dilution or new debt likely coming down the pipeline.</p><p><b>Should you buy Rivian stock at today&#39;s prices?</b></p><p>Rivian is a high-risk, high-reward play in the EV space. If the company can scale its business in a cost-effective fashion and capitalize on growth opportunities in the consumer and enterprise markets, it has the potential to be a huge winner despite currently trading at a growth-dependent valuation. On the other hand, the EV specialist still has a lot to prove, and the market&#39;s current aversion to growth stocks sets the stage for valuation turbulence if the business falls short of expectations. Rivian stock could deliver explosive returns, but this is a case where you should should approach a potential investment with your risk tolerance and portfolio goals in mind.</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>Rivian Automotive Stock: Bear vs. Bull</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\">\nRivian Automotive Stock: Bear vs. Bull\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/16/rivian-stock-bull-vs-bear/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe positives outweighed some short-term struggles announced in Rivian's second-quarter report.Rivian is still a risky stock even after substantial valuation contraction.Rivian is an ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/rivian-stock-bull-vs-bear/\">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.fool.com/investing/2022/08/16/rivian-stock-bull-vs-bear/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259019064","content_text":"KEY POINTSThe positives outweighed some short-term struggles announced in Rivian's second-quarter report.Rivian is still a risky stock even after substantial valuation contraction.Rivian is an intriguing young player in the electric vehicle (EV) market and has already attracted investments and contracts from industry giants including Amazon. On the other hand, the EV specialist has significantly lowered its vehicle production target for this year, and its share price trades down roughly 62.5% year to date and 77% from its lifetime high.With that in mind, two Motley Fool contributors have formed a panel to hash out bull and bear takes on the stock. Read on for a look at the pros and cons of investing in Rivian right now.IMAGE SOURCE: RIVIAN.Bull case: Abundant demand and plenty of cashHoward Smith: Rivian's recent quarterly report was only its fourth as a public company. The 2022 second-quarter report contained both positive and negative takeaways. I'd argue that the the positive developments are more of an indicator that this company could indeed grow into its recent valuation and have excellent long-term prospects.Rivian's losses accelerated in the second quarter, and it is even having to take measures to cut spending. That seems prudent, as the company still holds $15.4 billion in cash and equivalents that it needs to carry it through the development of a second product platform and second manufacturing facility. Rivian plans to begin production at its second facility in 2024, and launch and ramp its R2 vehicle platform in 2025.Probably the most important piece of information from the company's report was that it reaffirmed plans for production volume for 2022. That is in contrast to what some other EV start-ups have said as they struggle with supply chain challenges. But Rivian must have a handle on that, since its forecast implies that it will actually more than double the 4,401 vehicles it made in the second quarter for both the third and fourth quarters.That's especially important since its number of preorders continues to accelerate. The preorders for its R1 platform pickup truck and SUV have more than doubled in just the last nine months.DATA SOURCE: RIVIAN AUTOMOTIVE. CHART BY AUTHOR.Those preorders are cancellable, but the trend shows that doesn't appear to be a problem. And that is in addition to a 100,000 electric delivery vehicle order from early investor Amazon. Some investors may not feel comfortable with the financial results and outlook just provided by the company. But with a longer-term outlook, one can see promise from a solid order book for both Rivian's consumer and commercial vehicles. If the company successfully navigates through supply chain disruptions and higher raw material costs, it could justify its stock valuation in a reasonable amount of time.Bear case: Rivian could still be risky despite big sell-offsKeith Noonan: While Rivian's deal with Amazon is intriguing, and its cash pile should give it some flexibility in the near term, the EV specialist is also burning cash at an alarming rate. The company's net loss roughly tripled to reach $1.7 billion in the second quarter, and that raises some red flags in the increasingly competitive EV market. Without dramatic margin improvement, Rivian is on track to burn through its cash pile within the next few years.Unless the company finds a way to improve its cash flow situation, it will likely turn to major new stock offerings or securing new loans in a high-interest-rate environment to fund operations. Those possibilities look particularly worrisome because the company is facing production difficulties. Rivian's expected vehicle delivery output of 25,000 vehicles this year is just half of what it says it would be capable of manufacturing under ideal conditions, and the company could encounter continued difficulties navigating production headwinds impacting the industry.Rivian is spending big now to establish a strong position in its industry over the long term. That could pay off in a big way, but success isn't guaranteed, and the strategy looks even more risky in a macroeconomic climate defined by high levels of inflation, rising interest rates, and the threat of a prolonged recession. There's also a risk that other EV manufacturers and established auto giants will move in on the company's turf, potentially limiting sales growth and depressing margins.Even with huge sell-offs since going public last November, Rivian still has a market capitalization of roughly $35 billion and is valued at approximately 19 times this year's expected sales. That's a valuation that could pave the way for continued sell-offs, particularly with substantial stock dilution or new debt likely coming down the pipeline.Should you buy Rivian stock at today's prices?Rivian is a high-risk, high-reward play in the EV space. If the company can scale its business in a cost-effective fashion and capitalize on growth opportunities in the consumer and enterprise markets, it has the potential to be a huge winner despite currently trading at a growth-dependent valuation. On the other hand, the EV specialist still has a lot to prove, and the market's current aversion to growth stocks sets the stage for valuation turbulence if the business falls short of expectations. Rivian stock could deliver explosive returns, but this is a case where you should should approach a potential investment with your risk tolerance and portfolio goals in mind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900231668,"gmtCreate":1658712873754,"gmtModify":1676536195868,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900231668","repostId":"2254129006","repostType":4,"repost":{"id":"2254129006","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1658712341,"share":"https://ttm.financial/m/news/2254129006?lang=&edition=fundamental","pubTime":"2022-07-25 09:25","market":"fut","language":"en","title":"Oil and Interest Rate Futures Point to Cyclical Downturn Before End of 2022: Kemp","url":"https://stock-news.laohu8.com/highlight/detail?id=2254129006","media":"Reuters","summary":"Recent moves in crude oil and interest rate futures anticipate a downturn in the business cycle that","content":"<html><head></head><body><p>Recent moves in crude oil and interest rate futures anticipate a downturn in the business cycle that will cause oil consumption to dip before the end of the end of the year and into the first three months of 2023.</p><p>Federal funds futures prices imply U.S. interest rates are expected to peak at 3.50-3.75% in the first quarter of 2023, up from 1.50-1.75% at present, before declining around 50 basis points by the end of 2023.</p><p>The interest rate path implies that a significant cyclical slowdown will be underway by the end of 2022, bearing down on inflation and allowing the central bank to ease policy to support activity from the second quarter.</p><p>Since early June, rising expected interest rates have correlated closely with the softening of Brent calendar spreads from the first and second quarter of 2023 onwards.</p><p>Oil futures prices are anticipating slower growth by the end of 2022 - leading to an accumulation of inventories from early 2023 relieving some of the tightness in the market.</p><p>Brent&#39;s spread for the first quarter of 2023 has softened to a backwardation of less than $3.80 per barrel from more than $5.40 in early June.</p><p>The spread for the second quarter of 2023 has come in even more sharply to a backwardation of less than $2.30 from nearly $4.30.</p><p>Purchasing managers&#39; surveys show the manufacturing sector losing momentum in the United States and already contracting in the euro zone.</p><p>In the United States, the Institute for Supply Management&#39;s composite manufacturing index slipped to 53.0 in June (53rd percentile for all months since 1980) from 56.1 in May (76th percentile) and 57.6 in January (84th percentile).</p><p>The euro zone index has slumped to 49.6 in July (28th percentile for all months since 2006) from 52.1 in June (48th percentile) and 58.7 in January (95th percentile).</p><p>The forecast timeline for a slowdown implied by interest rate and oil futures appears reasonable and there are already signs that it is underway.</p><p>The only question is whether it is mild enough to count as a mid-cycle soft patch, prolonging the current cycle into 2023 and 2024, or severe enough to end the current cycle and start a new <a href=\"https://laohu8.com/S/AONE.U\">one</a> later in 2023.</p><p>The cycle&#39;s evolution depends on (a) the course of Russia&#39;s - Ukraine war; (b) sanctions imposed by the United States and European Union in response; (c) the pace of disinflation; and (d) how far consumers and businesses pull back spending in response to higher inflation and a deteriorating economic outlook.</p><p>These four factors will determine whether the slowdown is brief and shallow or longer and deeper - and whether the accumulation of petroleum inventories is relatively modest or much larger.</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>Oil and Interest Rate Futures Point to Cyclical Downturn Before End of 2022: Kemp</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\">\nOil and Interest Rate Futures Point to Cyclical Downturn Before End of 2022: Kemp\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-25 09:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Recent moves in crude oil and interest rate futures anticipate a downturn in the business cycle that will cause oil consumption to dip before the end of the end of the year and into the first three months of 2023.</p><p>Federal funds futures prices imply U.S. interest rates are expected to peak at 3.50-3.75% in the first quarter of 2023, up from 1.50-1.75% at present, before declining around 50 basis points by the end of 2023.</p><p>The interest rate path implies that a significant cyclical slowdown will be underway by the end of 2022, bearing down on inflation and allowing the central bank to ease policy to support activity from the second quarter.</p><p>Since early June, rising expected interest rates have correlated closely with the softening of Brent calendar spreads from the first and second quarter of 2023 onwards.</p><p>Oil futures prices are anticipating slower growth by the end of 2022 - leading to an accumulation of inventories from early 2023 relieving some of the tightness in the market.</p><p>Brent&#39;s spread for the first quarter of 2023 has softened to a backwardation of less than $3.80 per barrel from more than $5.40 in early June.</p><p>The spread for the second quarter of 2023 has come in even more sharply to a backwardation of less than $2.30 from nearly $4.30.</p><p>Purchasing managers&#39; surveys show the manufacturing sector losing momentum in the United States and already contracting in the euro zone.</p><p>In the United States, the Institute for Supply Management&#39;s composite manufacturing index slipped to 53.0 in June (53rd percentile for all months since 1980) from 56.1 in May (76th percentile) and 57.6 in January (84th percentile).</p><p>The euro zone index has slumped to 49.6 in July (28th percentile for all months since 2006) from 52.1 in June (48th percentile) and 58.7 in January (95th percentile).</p><p>The forecast timeline for a slowdown implied by interest rate and oil futures appears reasonable and there are already signs that it is underway.</p><p>The only question is whether it is mild enough to count as a mid-cycle soft patch, prolonging the current cycle into 2023 and 2024, or severe enough to end the current cycle and start a new <a href=\"https://laohu8.com/S/AONE.U\">one</a> later in 2023.</p><p>The cycle&#39;s evolution depends on (a) the course of Russia&#39;s - Ukraine war; (b) sanctions imposed by the United States and European Union in response; (c) the pace of disinflation; and (d) how far consumers and businesses pull back spending in response to higher inflation and a deteriorating economic outlook.</p><p>These four factors will determine whether the slowdown is brief and shallow or longer and deeper - and whether the accumulation of petroleum inventories is relatively modest or much larger.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RPT":"Rithm Property Trust Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254129006","content_text":"Recent moves in crude oil and interest rate futures anticipate a downturn in the business cycle that will cause oil consumption to dip before the end of the end of the year and into the first three months of 2023.Federal funds futures prices imply U.S. interest rates are expected to peak at 3.50-3.75% in the first quarter of 2023, up from 1.50-1.75% at present, before declining around 50 basis points by the end of 2023.The interest rate path implies that a significant cyclical slowdown will be underway by the end of 2022, bearing down on inflation and allowing the central bank to ease policy to support activity from the second quarter.Since early June, rising expected interest rates have correlated closely with the softening of Brent calendar spreads from the first and second quarter of 2023 onwards.Oil futures prices are anticipating slower growth by the end of 2022 - leading to an accumulation of inventories from early 2023 relieving some of the tightness in the market.Brent's spread for the first quarter of 2023 has softened to a backwardation of less than $3.80 per barrel from more than $5.40 in early June.The spread for the second quarter of 2023 has come in even more sharply to a backwardation of less than $2.30 from nearly $4.30.Purchasing managers' surveys show the manufacturing sector losing momentum in the United States and already contracting in the euro zone.In the United States, the Institute for Supply Management's composite manufacturing index slipped to 53.0 in June (53rd percentile for all months since 1980) from 56.1 in May (76th percentile) and 57.6 in January (84th percentile).The euro zone index has slumped to 49.6 in July (28th percentile for all months since 2006) from 52.1 in June (48th percentile) and 58.7 in January (95th percentile).The forecast timeline for a slowdown implied by interest rate and oil futures appears reasonable and there are already signs that it is underway.The only question is whether it is mild enough to count as a mid-cycle soft patch, prolonging the current cycle into 2023 and 2024, or severe enough to end the current cycle and start a new one later in 2023.The cycle's evolution depends on (a) the course of Russia's - Ukraine war; (b) sanctions imposed by the United States and European Union in response; (c) the pace of disinflation; and (d) how far consumers and businesses pull back spending in response to higher inflation and a deteriorating economic outlook.These four factors will determine whether the slowdown is brief and shallow or longer and deeper - and whether the accumulation of petroleum inventories is relatively modest or much larger.","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073618722,"gmtCreate":1657333293566,"gmtModify":1676535993529,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Ml","listText":"Ml","text":"Ml","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073618722","repostId":"1175896146","repostType":4,"repost":{"id":"1175896146","kind":"news","pubTimestamp":1657330995,"share":"https://ttm.financial/m/news/1175896146?lang=&edition=fundamental","pubTime":"2022-07-09 09:43","market":"us","language":"en","title":"Is TSLA Stock a Buy Ahead of the Tesla Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175896146","media":"InvestorPlace","summary":"The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called t","content":"<html><head></head><body><ul><li>The <b>Tesla</b>(<b><u>TSLA</u></b>) stock split vote is rapidly approaching.</li><li>Recent turbulence in TSLA stock has called the shares into question.</li><li>While it has been volatile, investors shouldn&#39;t be concerned about the potential split.</li></ul><p>The summer of stock splitsis just heating up. This week brought announcements from <b>Gamestop</b>(NYSE:<b><u>GME</u></b>) and <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>), but investors shouldn’t lose sight of what promises to be the most important split of the season.<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) shareholders are voting on the proposed stock split on Aug. 4. If they vote in its favor, it will mean a significant catalyst for TSLA stock.</p><p>Let’s take a closer look at the potential Tesla stock split and why TSLA is still a buy as it approaches.</p><p><b>Inside the Tesla Stock Split</b></p><p>Investors have plenty of reason to approach TSLA stock with caution. It is up 3% today, but has still shed more than 27% of its value over the past six months. Supply chain constraints and broad market forces have made it difficult for high-growth tech stocks to thrive, but there have also been plenty of negative Tesla-specific catalysts.</p><p>The company’s second-quarter deliveries fell by 18%, disappointing many experts. CEO Elon Musk has classified Tesla’s factories as“gigantic money furnaces,” and more recently placed the company’s Shanghai and Berlin plants on a two week pause.</p><p>However, investors shouldn’t be confused by the bearish chatter. The majority of analysts remain bullish on TSLA stock. As<i>InvestorPlace</i>writer William White reports, experts from Deutsche Bank, Wedbush and Oppenheimer still regard it as a buy. They know while Tesla has had a difficult year, it still has the potential to keep growing, especially with the pending stock split.</p><p>No one should have any doubts that the Tesla stock split will move forward. It is still contingent on shareholder approval, but investors have strong incentive to vote in its favor. They remember that TSLA stock surged 80%in the weeks leading up to the 2020 split through its finalization.</p><p>After a difficult year, investors want to see Tesla soar back to its early 2022 highs. A stock split is a quick and easy path to a price per share of $1,000 at a time when Tesla has struggled significantly.</p><p><b>The Road Ahead for TSLA Stock</b></p><p>TSLA stock is still a buy ahead of the split. Granted, the proposal is for a 3-for-1 stock split, while the 2020 stock split was a 5-for-1. It may not yield gains of that magnitude, but it can absolutely trigger a trading frenzy as new investors rush to scoop up newly discounted TSLA shares. The company’s stock has plenty of potential to start rising, and when it does, investors who bought on the stock split dip will reap the benefits.</p><p>Tesla is already encouraging investors to vote in favor of the split. The company has made it clear that it feels the move is in the best interests of everyone, including shareholders. With history on its side, it’s hard to argue.</p><p>As<i>InvestorPlace</i>contributor Faizan Farooque recently noted, the stock has multiple growth levers that can propel it forward as market momentum shifts and bearish energy fades. The Tesla stock split is an opportunity for both new and current investors to profit.</p></body></html>","source":"lsy1606302653667","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 TSLA Stock a Buy Ahead of the Tesla Stock Split?</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 TSLA Stock a Buy Ahead of the Tesla Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called the shares into question.While it has been volatile, investors shouldn't be concerned about the ...</p>\n\n<a href=\"https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175896146","content_text":"The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called the shares into question.While it has been volatile, investors shouldn't be concerned about the potential split.The summer of stock splitsis just heating up. This week brought announcements from Gamestop(NYSE:GME) and Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), but investors shouldn’t lose sight of what promises to be the most important split of the season.Tesla(NASDAQ:TSLA) shareholders are voting on the proposed stock split on Aug. 4. If they vote in its favor, it will mean a significant catalyst for TSLA stock.Let’s take a closer look at the potential Tesla stock split and why TSLA is still a buy as it approaches.Inside the Tesla Stock SplitInvestors have plenty of reason to approach TSLA stock with caution. It is up 3% today, but has still shed more than 27% of its value over the past six months. Supply chain constraints and broad market forces have made it difficult for high-growth tech stocks to thrive, but there have also been plenty of negative Tesla-specific catalysts.The company’s second-quarter deliveries fell by 18%, disappointing many experts. CEO Elon Musk has classified Tesla’s factories as“gigantic money furnaces,” and more recently placed the company’s Shanghai and Berlin plants on a two week pause.However, investors shouldn’t be confused by the bearish chatter. The majority of analysts remain bullish on TSLA stock. AsInvestorPlacewriter William White reports, experts from Deutsche Bank, Wedbush and Oppenheimer still regard it as a buy. They know while Tesla has had a difficult year, it still has the potential to keep growing, especially with the pending stock split.No one should have any doubts that the Tesla stock split will move forward. It is still contingent on shareholder approval, but investors have strong incentive to vote in its favor. They remember that TSLA stock surged 80%in the weeks leading up to the 2020 split through its finalization.After a difficult year, investors want to see Tesla soar back to its early 2022 highs. A stock split is a quick and easy path to a price per share of $1,000 at a time when Tesla has struggled significantly.The Road Ahead for TSLA StockTSLA stock is still a buy ahead of the split. Granted, the proposal is for a 3-for-1 stock split, while the 2020 stock split was a 5-for-1. It may not yield gains of that magnitude, but it can absolutely trigger a trading frenzy as new investors rush to scoop up newly discounted TSLA shares. The company’s stock has plenty of potential to start rising, and when it does, investors who bought on the stock split dip will reap the benefits.Tesla is already encouraging investors to vote in favor of the split. The company has made it clear that it feels the move is in the best interests of everyone, including shareholders. With history on its side, it’s hard to argue.AsInvestorPlacecontributor Faizan Farooque recently noted, the stock has multiple growth levers that can propel it forward as market momentum shifts and bearish energy fades. The Tesla stock split is an opportunity for both new and current investors to profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045366069,"gmtCreate":1656562060251,"gmtModify":1676535854819,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045366069","repostId":"2247799048","repostType":4,"repost":{"id":"2247799048","kind":"highlight","pubTimestamp":1656572520,"share":"https://ttm.financial/m/news/2247799048?lang=&edition=fundamental","pubTime":"2022-06-30 15:02","market":"us","language":"en","title":"Amazon Is Not Alibaba In This Correction Phase","url":"https://stock-news.laohu8.com/highlight/detail?id=2247799048","media":"Seekingalpha","summary":"Amazon (NASDAQ:AMZN) seems to be facing a massive headwind due to regulatory pressures in US as well","content":"<html><head></head><body><p>Amazon (NASDAQ:AMZN) seems to be facing a massive headwind due to regulatory pressures in US as well as important international regions. The regulatory concerns are overhyped by Wall Street because there are few issues against Amazon which will cause a long-term erosion of its growth potential. Alibaba (BABA) has seen over 60% of its stock value decline in 2021 due to regulatory issues in China. However, it should be noted that Alibaba has a very high dependence on its Chinese market. The revenue base of Amazon is much more diversified. Amazon has also built a variety of business segments that should shield against any major regulatory roadblock making Amazon stock a Strong Buy at the current price point.</p><p>A key concern for regulators is that Amazon prioritizes its own branded goods against other sellers on its e-commerce platform. However, this is the same business model used by offline retailers like Costco (COST), Walmart (WMT), Kroger (KR) and others in US. Even major European retailers like Aldi, Lidl, Tesco, and others are known to advertise their own store-branded products. Amazon&#39;s own branded goods also form a very small fraction of total e-commerce business. If there is strong opposition to it, we could see the management reduce these products without causing a negative impact on the key metrics of the company.</p><p>Amazon also does not have a high market share in any single segment it operates in. The market share is barely 40% in cloud computing, 10% in online advertising, and less than 10% in the total retail market. Even the e-commerce market share of the company is falling as other online competitors ramp up their own operations. This should limit any anti-monopolistic legislation against the company.</p><p>Investors looking for a buy-and-hold strategy in Amazon should not worry about regulatory challenges. The company is in a good position to weather most of the regulatory headwinds and still deliver healthy growth over the next few years.</p><h2>Short-term correction phase</h2><p>Amazon has seen a significant correction in the last three months as news of higher inflationary headwinds started trickling in. The correction in Amazon stock is higher than all other big tech companies including Apple (AAPL), Alphabet (GOOG), Microsoft (MSFT), and even <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META).</p><p></p><p><img src=\"https://static.tigerbbs.com/073967acb882b9814134594b470b2eb4\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>Figure 1: Correction in Amazon stock outpaces other Big Tech companies.</p><p>One of the reasons behind this correction has been the scary growth numbers reported by Amazon. Wall Street has seen the headline single-digit growth numbers and developed a bearish sentiment towards the stock. However, it is very important to dig deeper into the growth rates of individual segments. The most lucrative segments for Amazon are AWS, advertising, and subscription. All these three segments have reported good growth rates which has increased their contribution to the revenue mix.</p><p>The current inflationary challenge is caused due to higher energy costs and the rebound in most economies as the pandemic restrictions have reduced. These factors are likely to be transitory and do not impact the long-term growth trajectory of Amazon.</p><p>It should also be noted that Amazon had tougher comps in the latest quarter. In the year-ago quarter, Amazon delivered over 40% YoY revenue growth. Hence, the lower growth in the latest quarter was more about absorbing the pandemic-related growth jump. From next quarter, Amazon will start seeing easier comps which should help the company report better growth rates.</p><p>Amazon still faces long-term risk due to regulatory headwinds. However, the company has been able to build a strong moat to weather the regulatory storm. The revenue mix is well-diversified between AWS, advertising, subscription, e-commerce, hardware and other businesses. Amazon also receives a big chunk of revenue from different international regions which should reduce the regulatory risk in a particular region. In this aspect, Amazon is placed in a better position compared to Alibaba.</p><h2>Amazon is not Alibaba</h2><p>There are several differences between Amazon and Alibaba in terms of their regulatory battles. However, one of the main differences is that Alibaba had to absorb extreme regulatory pressure due to its Chinese operations. On the other hand, Amazon has recourse to courts in US, Europe, India and other regions. It has recently seen positive results from a $1 billion fine that was levied on it in Europe in July. FTC has recently launched a case against Amazon saying that it shows &#34;deceptive&#34; ads on its search results. While the final judgment might go against Amazon, it would not be as heavy-handed an approach as faced by Alibaba.</p><p>Amazon also went to the courts in India during its battle with another retail giant. Even though Amazon does not have a home team advantage in India, it is able to pursue all available legal options. This is a major difference from Alibaba&#39;s position in China.</p><p>Amazon also has a wider mix of services within its revenue base compared to Alibaba. Amazon has built an enviable computing business, a strong online advertising segment, a subscription business, and is geographically very diverse.</p><p></p><p><img src=\"https://static.tigerbbs.com/6982884757604b8fd92ebce683c1ab92\" tg-width=\"640\" tg-height=\"99\" referrerpolicy=\"no-referrer\"/></p><p>Company Filings</p><p>Figure 2: International segment revenue base of Amazon.</p><p>Amazon&#39;s international segment revenue has crossed $125 billion in the trailing twelve months. This is equal to 28% of the total revenue base of the company. AWS is available across the globe and has a better economic moat than Alibaba Cloud which heavily depends on its business in China.</p><h2>Monopolistic market share</h2><p>Amazon looks like a behemoth in terms of its market valuation and presence in different segments. However, it does not fulfill the basic requirement of being a monopolistic player which is a massive market share. Most of the segments where Amazon is present have a market share of less than 30%. Even businesses like cloud computing in which Amazon had a first-mover advantage have a market share of less than 50%.</p><p></p><p><img src=\"https://static.tigerbbs.com/53509346a010a716676106b1e7e2e547\" tg-width=\"870\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p>Gartner</p><p>Figure 3: Market share of vendors in Infrastructure as a service.</p><p>According to the above chart by Gartner, Amazon&#39;s cloud market share is declining while Microsoft (MSFT), Google (GOOG), and others are increasing their market share. The market share of AWS in the cloud segment is far from the monopolistic market share of Google in online search or Meta Platforms (META) in social media industry. If we see some anti-monopolistic legislation against Big Tech, Amazon would not be in the front trenches.</p><p>Similarly, Amazon&#39;s market share in online advertising is very low compared to the duopoly of Google and Facebook. Even the e-commerce market share of Amazon is quite low considering it was a market innovator in this space.</p><p></p><p><img src=\"https://static.tigerbbs.com/100dc5dc5e55e6963db0f0a5aad16a50\" tg-width=\"510\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>eMarketer</p><p>Figure 4: e-commerce market share of companies.</p><h2>Self-promotion</h2><p>Another big regulatory issue that is mentioned for Amazon is that it promotes its own branded products against other vendors. An ideal example is AmazonBasics which become the top private label brand on its e-commerce platform. However, a similar business model is followed by every retailer. Costco&#39;s Kirkland Signature private label is now one of the biggest private brand in US with over $40 billion in revenue. Walmart has its own range of private labels. European retailers like Aldi, Lidl, Tesco, and others are well known for promoting their own store brands. This practice has been used for several decades without any regulatory issues.</p><p>The only difference is that these companies work in the offline space while Amazon works in the online space. However, as most of these companies ramp up their own online retail platforms, they would be promoting their own private labels. This makes the argument against Amazon quite moot.</p><p>It is also important to note that most of the profits for Amazon do not come from its e-commerce business. The AWS segment alone has been contributing close to 60% of its operating income. Advertising and subscription are also very important and rapidly growing segments for Amazon. Hence, it would not be a major disruption for Amazon if it is asked to reduce the promotion of its private labels on the e-commerce platform.</p><h2>Long-term growth options</h2><p>A big hurdle against future growth in stock valuation for Amazon is that it is already too big. However, this argument might be wrong because a large part of Amazon&#39;s valuation comes from its international operations. For example, Amazon&#39;s operations in India could have a standalone valuation of over $100 billion depending on peer comparison of other players in this region. Walmart&#39;s Flipkart in India is looking for an IPO in 2023 at close to $70 billion valuation and it does not have a streaming platform or subscription business like Amazon India.</p><p>Amazon is also improving its high-margin businesses like advertising, AWS, and subscription. Hence, even with low revenue growth, we could see faster growth in the operating income over the next few quarters which can drive bullish sentiment for the stock.</p><p></p><p><img src=\"https://static.tigerbbs.com/3f1fabddd11bdfcb14427928267c99fa\" tg-width=\"640\" tg-height=\"178\" referrerpolicy=\"no-referrer\"/></p><p>Amazon Filings</p><p>Figure 5: Amazon&#39;s revenue growth in subscription, AWS, and advertising business.</p><p>Amazon reported over $34 billion of revenue from AWS, subscriptions, and advertising in the latest quarter. On an annualized basis this is close to $140 billion. The revenue share of these high-growth segments is over 30% in the latest quarter. Almost all the incremental revenue for Amazon is coming from these high-margin segments. This will be the key driver for future stock growth in Amazon. All these businesses face lower regulatory hurdles compared to Amazon&#39;s e-commerce business. Hence, the regulatory headwinds are unlikely to become a long-term challenge for the company.</p><h2>Investor Takeaway</h2><p>Amazon is facing a number of regulatory issues, however, this will not be a big obstacle to future stock growth. Amazon has a well-diversified revenue base in different regions of the globe. This is a key advantage of Amazon compared to Alibaba which depended heavily on its business in China. Amazon does not have a monopolistic market share in a single segment where it operates. This should reduce any fines or antitrust regulations against the company.</p><p>The future valuation growth for the company will be through its AWS, subscription, and advertising business. These segments already contribute over 30% of the revenue base for Amazon and have a much higher contribution in terms of operating income. These businesses face much lower regulatory scrutiny and should allow the company to increase its operating income at a faster pace compared to overall revenue growth. Amazon stock remains a Strong Buy for investors with a longer investment horizon and it is unlikely that regulatory challenges will limit the future growth of the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Not Alibaba In This Correction Phase</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 Is Not Alibaba In This Correction Phase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 15:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520920-amazon-is-not-alibaba-in-this-correction-phase><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon (NASDAQ:AMZN) seems to be facing a massive headwind due to regulatory pressures in US as well as important international regions. The regulatory concerns are overhyped by Wall Street because ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520920-amazon-is-not-alibaba-in-this-correction-phase\">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://seekingalpha.com/article/4520920-amazon-is-not-alibaba-in-this-correction-phase","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247799048","content_text":"Amazon (NASDAQ:AMZN) seems to be facing a massive headwind due to regulatory pressures in US as well as important international regions. The regulatory concerns are overhyped by Wall Street because there are few issues against Amazon which will cause a long-term erosion of its growth potential. Alibaba (BABA) has seen over 60% of its stock value decline in 2021 due to regulatory issues in China. However, it should be noted that Alibaba has a very high dependence on its Chinese market. The revenue base of Amazon is much more diversified. Amazon has also built a variety of business segments that should shield against any major regulatory roadblock making Amazon stock a Strong Buy at the current price point.A key concern for regulators is that Amazon prioritizes its own branded goods against other sellers on its e-commerce platform. However, this is the same business model used by offline retailers like Costco (COST), Walmart (WMT), Kroger (KR) and others in US. Even major European retailers like Aldi, Lidl, Tesco, and others are known to advertise their own store-branded products. Amazon's own branded goods also form a very small fraction of total e-commerce business. If there is strong opposition to it, we could see the management reduce these products without causing a negative impact on the key metrics of the company.Amazon also does not have a high market share in any single segment it operates in. The market share is barely 40% in cloud computing, 10% in online advertising, and less than 10% in the total retail market. Even the e-commerce market share of the company is falling as other online competitors ramp up their own operations. This should limit any anti-monopolistic legislation against the company.Investors looking for a buy-and-hold strategy in Amazon should not worry about regulatory challenges. The company is in a good position to weather most of the regulatory headwinds and still deliver healthy growth over the next few years.Short-term correction phaseAmazon has seen a significant correction in the last three months as news of higher inflationary headwinds started trickling in. The correction in Amazon stock is higher than all other big tech companies including Apple (AAPL), Alphabet (GOOG), Microsoft (MSFT), and even Meta Platforms (META).YchartsFigure 1: Correction in Amazon stock outpaces other Big Tech companies.One of the reasons behind this correction has been the scary growth numbers reported by Amazon. Wall Street has seen the headline single-digit growth numbers and developed a bearish sentiment towards the stock. However, it is very important to dig deeper into the growth rates of individual segments. The most lucrative segments for Amazon are AWS, advertising, and subscription. All these three segments have reported good growth rates which has increased their contribution to the revenue mix.The current inflationary challenge is caused due to higher energy costs and the rebound in most economies as the pandemic restrictions have reduced. These factors are likely to be transitory and do not impact the long-term growth trajectory of Amazon.It should also be noted that Amazon had tougher comps in the latest quarter. In the year-ago quarter, Amazon delivered over 40% YoY revenue growth. Hence, the lower growth in the latest quarter was more about absorbing the pandemic-related growth jump. From next quarter, Amazon will start seeing easier comps which should help the company report better growth rates.Amazon still faces long-term risk due to regulatory headwinds. However, the company has been able to build a strong moat to weather the regulatory storm. The revenue mix is well-diversified between AWS, advertising, subscription, e-commerce, hardware and other businesses. Amazon also receives a big chunk of revenue from different international regions which should reduce the regulatory risk in a particular region. In this aspect, Amazon is placed in a better position compared to Alibaba.Amazon is not AlibabaThere are several differences between Amazon and Alibaba in terms of their regulatory battles. However, one of the main differences is that Alibaba had to absorb extreme regulatory pressure due to its Chinese operations. On the other hand, Amazon has recourse to courts in US, Europe, India and other regions. It has recently seen positive results from a $1 billion fine that was levied on it in Europe in July. FTC has recently launched a case against Amazon saying that it shows \"deceptive\" ads on its search results. While the final judgment might go against Amazon, it would not be as heavy-handed an approach as faced by Alibaba.Amazon also went to the courts in India during its battle with another retail giant. Even though Amazon does not have a home team advantage in India, it is able to pursue all available legal options. This is a major difference from Alibaba's position in China.Amazon also has a wider mix of services within its revenue base compared to Alibaba. Amazon has built an enviable computing business, a strong online advertising segment, a subscription business, and is geographically very diverse.Company FilingsFigure 2: International segment revenue base of Amazon.Amazon's international segment revenue has crossed $125 billion in the trailing twelve months. This is equal to 28% of the total revenue base of the company. AWS is available across the globe and has a better economic moat than Alibaba Cloud which heavily depends on its business in China.Monopolistic market shareAmazon looks like a behemoth in terms of its market valuation and presence in different segments. However, it does not fulfill the basic requirement of being a monopolistic player which is a massive market share. Most of the segments where Amazon is present have a market share of less than 30%. Even businesses like cloud computing in which Amazon had a first-mover advantage have a market share of less than 50%.GartnerFigure 3: Market share of vendors in Infrastructure as a service.According to the above chart by Gartner, Amazon's cloud market share is declining while Microsoft (MSFT), Google (GOOG), and others are increasing their market share. The market share of AWS in the cloud segment is far from the monopolistic market share of Google in online search or Meta Platforms (META) in social media industry. If we see some anti-monopolistic legislation against Big Tech, Amazon would not be in the front trenches.Similarly, Amazon's market share in online advertising is very low compared to the duopoly of Google and Facebook. Even the e-commerce market share of Amazon is quite low considering it was a market innovator in this space.eMarketerFigure 4: e-commerce market share of companies.Self-promotionAnother big regulatory issue that is mentioned for Amazon is that it promotes its own branded products against other vendors. An ideal example is AmazonBasics which become the top private label brand on its e-commerce platform. However, a similar business model is followed by every retailer. Costco's Kirkland Signature private label is now one of the biggest private brand in US with over $40 billion in revenue. Walmart has its own range of private labels. European retailers like Aldi, Lidl, Tesco, and others are well known for promoting their own store brands. This practice has been used for several decades without any regulatory issues.The only difference is that these companies work in the offline space while Amazon works in the online space. However, as most of these companies ramp up their own online retail platforms, they would be promoting their own private labels. This makes the argument against Amazon quite moot.It is also important to note that most of the profits for Amazon do not come from its e-commerce business. The AWS segment alone has been contributing close to 60% of its operating income. Advertising and subscription are also very important and rapidly growing segments for Amazon. Hence, it would not be a major disruption for Amazon if it is asked to reduce the promotion of its private labels on the e-commerce platform.Long-term growth optionsA big hurdle against future growth in stock valuation for Amazon is that it is already too big. However, this argument might be wrong because a large part of Amazon's valuation comes from its international operations. For example, Amazon's operations in India could have a standalone valuation of over $100 billion depending on peer comparison of other players in this region. Walmart's Flipkart in India is looking for an IPO in 2023 at close to $70 billion valuation and it does not have a streaming platform or subscription business like Amazon India.Amazon is also improving its high-margin businesses like advertising, AWS, and subscription. Hence, even with low revenue growth, we could see faster growth in the operating income over the next few quarters which can drive bullish sentiment for the stock.Amazon FilingsFigure 5: Amazon's revenue growth in subscription, AWS, and advertising business.Amazon reported over $34 billion of revenue from AWS, subscriptions, and advertising in the latest quarter. On an annualized basis this is close to $140 billion. The revenue share of these high-growth segments is over 30% in the latest quarter. Almost all the incremental revenue for Amazon is coming from these high-margin segments. This will be the key driver for future stock growth in Amazon. All these businesses face lower regulatory hurdles compared to Amazon's e-commerce business. Hence, the regulatory headwinds are unlikely to become a long-term challenge for the company.Investor TakeawayAmazon is facing a number of regulatory issues, however, this will not be a big obstacle to future stock growth. Amazon has a well-diversified revenue base in different regions of the globe. This is a key advantage of Amazon compared to Alibaba which depended heavily on its business in China. Amazon does not have a monopolistic market share in a single segment where it operates. This should reduce any fines or antitrust regulations against the company.The future valuation growth for the company will be through its AWS, subscription, and advertising business. These segments already contribute over 30% of the revenue base for Amazon and have a much higher contribution in terms of operating income. These businesses face much lower regulatory scrutiny and should allow the company to increase its operating income at a faster pace compared to overall revenue growth. Amazon stock remains a Strong Buy for investors with a longer investment horizon and it is unlikely that regulatory challenges will limit the future growth of the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045368537,"gmtCreate":1656562041830,"gmtModify":1676535854818,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045368537","repostId":"2247397052","repostType":4,"repost":{"id":"2247397052","kind":"highlight","pubTimestamp":1656560064,"share":"https://ttm.financial/m/news/2247397052?lang=&edition=fundamental","pubTime":"2022-06-30 11:34","market":"us","language":"en","title":"Ford: A Unique Investment Opportunity As EVs \"Cross The Chasm\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2247397052","media":"seekingalpha","summary":"Those who read my books and SA articles know that my focus is on the strategies of technology-based ","content":"<html><head></head><body><p>Those who read my books and SA articles know that my focus is on the strategies of technology-based companies, especially during technology disruptions. For long-term investors, technology disruptions can restructure major markets and provide historic investment opportunities. Buying Amazon (AMZN) at less than $0.70 per share (adjusted for splits) in 2001 (which I did) and Apple (AAPL) in the early 1990s are examples. Electric vehicles (&#34;EVs&#34;) are a historic disruption, which will create similar investment opportunities.</p><p>The primary point of this article is to explain how EVs are &#34;crossing the chasm&#34; from an early market stage to a mainstream market. When this happens, buyer characteristics change to favor some of the more traditional auto companies, like Ford Motor Company (NYSE:F). Ford has an aggressive, but sound, EV strategy. There are indications now that already point to its potential success, and by 2023, its EV success will be clear.</p><p>As I&#39;ll explain, those who understand the importance of crossing the chasm and link this to Ford&#39;s strategy may see it as on of those historic investment opportunities. With a market cap of $48 billion, a 3.32% dividend, and a P/E of just over 4X, there appears to be little downside to investing in Ford. And a depressed market can make that investment opportunity even larger. The upside potential can be significant if its EV strategy succeeds. We&#39;ll try to estimate potential 2023 valuation ranges by looking at Ford as an EV company.</p><p>First, let&#39;s look at the fundamental strategic concept of crossing the chasm and the implications when the customer base changes. Then we&#39;ll outline Ford&#39;s EV strategy.</p><h2>EVs Are Crossing the Chasm</h2><p>&#34;Crossing the Chasm&#34; is one of the most important strategic concepts for predicting the adoption of new technologies. Initially introduced by Geoffrey A. Moore, it explains the technology adoption life cycle, the different customer characteristics at each stage, and most importantly, the implications of crossing the chasm. It segments the development of a new market over time into Innovators, Early Adopters, Early Majority, Late Majority, and Laggards. Most importantly, there is a chasm between the early market stages (Innovators and Early Adopters) and the mainstream market. Although the power of this concept is understanding each of these stages, there is some overlap. The customers of one stage may still be growing as another stage starts to emerge. This strategic idea is fundamental to understanding the evolution of the EV market. Each stage in the EV market&#39;s evolution has distinct characteristics.</p><h3>The Early Market</h3><p>Innovators and Early Adopters make up the early market for new technology.</p><p><b>Innovators</b> are usually technology enthusiasts who aggressively pursue new products and technologies. Innovators are generally a small portion of the market. Moore used an estimate of typically 2.5%. They serve well as a test group because they are comfortable with emerging technologies. With EVs, they were willing to try the new technology even with lower battery mileage and higher costs. This group was the primary customer for the first half-million or so EVs, mostly Tesla&#39;s (TSLA), sold in the U.S. from 2015-2018.</p><p><b>Early Adopters</b>, like Innovators, are visionaries who are attracted to new products and technologies early in their lifecycle. They are interested in revolutionary breakthroughs but want to see some proof before they buy. With EVs, they most likely reached out to those who had Teslas for insights and test drives. I estimate that this stage began in approximately 2019. That&#39;s when I bought my Tesla. From 2019 to 2021, almost 2 million EVs were sold in the U.S., mostly to Early Adopters, but mainstream buyers also started to buy EVs. One of the most important functions of Early Adopters is that they become avid references to the next, larger, market segment.</p><p></p><p><img src=\"https://static.tigerbbs.com/46797835c618841c72ba1a6ceeb9b2dd\" tg-width=\"1280\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Crossing The Chasm (Geoffrey A. Moore)</p><p></p><h3>The Mainstream Market</h3><p>Crossing the chasm provides access to the mainstream market, which is what any new technology needs to be successful. More than 2 million EVs are projected to be sold in the U.S. in 2023, including 600,000 by Ford.</p><p>Jefferies analysts recently raised its EV penetration outlook to 11% and 14% in 2022 and 2023, respectively, up from 10% and 13%. This denotes crossing the chasm. It also issued a longer-term forecast for EV sales, saying it expects sales globally to reach 19 million in 2025 and 36 million in 2030.</p><p>There are three segments of the mainstream market.</p><p>The<b> Early Majority </b>is the first segment of the mainstream market. They may share some of the Early Adopters’ interest in technology; however, they are primarily driven by a stronger sense of practicality. They want well-established references before buying the new product. This early majority wants to see the benefits of buying EVs, and now there are many:</p><ol><li><b>Lower Fuel costs. </b>An EV&#39;s fuel cost is much lower than ICE vehicles, especially with increasing gas prices. The cost to fully charge a 60-kilowatt-hour (kWh) EV with more than 230 miles of range at home is less than $8. In comparison, at today&#39;s gas prices, the cost of gas for 230 miles at 23 miles per gallon is more than $50. Over 15,000 miles per year, the savings would be more than $2,500 (650 gallons at $5 is $3,250, and the cost of electricity is $520).</li><li><b>Fun to Drive. </b>Electric cars are fun to drive, with quick acceleration and engaging performance. Unlike gas-powered cars, electric motors produce peak torque from a standstill, without the buildup gasoline engines require to reach maximum power.</li><li><b>Lower Maintenance Costs. </b>An EV has no internal combustion engine, drive train, carburetor, or need for oil changes. In general, it has 90% fewer moving parts. All of this leads to less maintenance.</li><li><b>Better for The Environment. </b>An EV is consistently better for the environment in terms of CO2 emissions than the average new gasoline vehicle. That margin could grow as electricity generation shifts more to cleaner sources. However, this benefit may only be a minor buying preference for mainstream buyers.</li></ol><p>There are also some disadvantages to EVs, although these will likely be reduced over time. EVs can be more expensive because of high battery costs, but the cost of batteries is declining as technology improves and manufacturing volumes increase. Initially, EV manufacturers focus more on the premium price market, so the price is less of an issue. There are also potential government subsidies to reduce costs. EVs can have a limited range, but as ranges approach more than 300 miles, it becomes less of a restriction for many. Charging can be a concern, but many people can plug in their EV overnight. Investments to build out charging station infrastructure that will reduce this concern.</p><p>The Early Majority have different buying preferences than Early Adopters. Most will strongly prefer buying their first EV from a dealer that they have trusted for many years. They will be uncomfortable ordering an EV on the internet, waiting for a truck to deliver it, and not knowing how it will be serviced. They may prefer to buy an EV version of a vehicle they have used for many years, such as the Ford F-150 Lightning. The different buying characteristics of the early majority give traditional auto manufacturers significant advantages.</p><p>Breaking into this segment is crossing the chasm. It will be the primary market segment for EVs for the next five years. Moore estimates the Early Majority market stage to be approximately 34%, and it would be reasonable that EVs will grow to be roughly a third of the market for new vehicles in the next five years or so. Experts estimate EVs to be half of all new car sales by 2030.</p><p>The next mainstream market stage is the <b>Late Majority</b>. This group is more conservative. They believe more in tradition than in progress. Customers of the Late Majority may wait until EVs have become a more established standard. They will also require that EVs are less expensive than similar ICE versions. They will want longer driving range and more available charging. They will become EV customers closer to 2030 when limited new ICE vehicles are available, and many others already have EVs. At this point, most all new cars will be EVs. Although there will still be a large market for used ICE vehicles.</p><p><b>Laggards </b>are skeptics. They don’t want anything to do with new technology. This is a small percentage of the market, and they may prefer to buy used ICE vehicles for many years.</p><h2>Ford&#39;s Initial EV Product Launch Strategy</h2><p>Ford&#39;s EV strategy is intriguing. It decided to go all-in by building EV versions of its three most popular vehicles. This leverages brand popularity and plays to the buying preferences of the mainstream market. Ford is investing $50 billion in EV development and manufacturing facilities and has created a separate business unit, Ford Model e. Ford plans to follow its first three EV models with a continuous stream of new EVs. It has publicly stated bold sales projections of 600,000 EVs next year and 2 million in 2026. Ford is all in with EVs.</p><p>Let&#39;s look at the first three Ford EVs.</p><h3>Mustang Mach-E</h3><p>The Mustang Mach-E is an electric cross-over version of one of the most popular cars of all time. It has a range of 314 miles and 0-60 acceleration in 3.5 seconds.</p><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/6/28/saupload_Ford-CX727-EU-49272-1x1-1200x1200-connected_SYNC.jpg.renditions.original.png\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ford Mustang Mach-E (Ford)</p><p></p><p>It includes many new technology features. It automatically adjusts for driver personalization. Your smartphone will function as a key. You can lock/unlock and start your car remotely. It has a 15.5-inch touchscreen with cloud-based connectivity and over-the-air updates. It has Ford Co-Pilot360 with active parking assist and BlueCruise Hands-Free highway driving.</p><p>So far this year, Ford has produced more than 10,000 Mach-Es. The 2022 version is no longer available for order, and the 2023 model will be available later this year. The Mustang Mach-E competes against the Tesla Model Y. Ford plans to aggressively increase production of Mach-E and expects to reach 200,000 units per year for North America and Europe next year.</p><h3>F-150 Lightning</h3><p>The F-150 Lightning recently started shipping to customers. It is an impressive vehicle. It has a range of 320 miles, 563 horsepower, 4 seconds 0-60 mph acceleration, a 2,000 lb payload, and 10,000 lbs towing capacity.</p><p>In addition, it has some handy features unique to a workhorse EV. It has 11 electrical outlets (two 120 V outlets in the cab, four in the truck bed, four in the Mega Power Frunk, and a 240 V outlet in the bed) with 9.6 kW of power. Those who use their trucks for outside work no longer need to find an electrical power source or use a generator.</p><p></p><p><img src=\"https://static.tigerbbs.com/9e2f9b9e30e50d973a98d974fc7c7add\" tg-width=\"1440\" tg-height=\"618\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>F-150 Lightning (Ford)</p><p></p><p>The truck includes additional advanced technology typical of modern EVs. It has a 15.5-inch touchscreen, the largest in any truck. It has remote features like start/stop, lock/unlock, and locate the vehicle. It also has Ford Bluecruise hands-free driving on more than 130,000 highway miles.</p><p>Ford makes it easy to install a charging station in your home, and the Ford charging station enables the truck to reverse charge and power an average home for three days.</p><p>Has the F-150 Lightning made the shift to the mainstream? Some early reviews believe this, as exemplified by the recent review in Motortrend by Scott Evans (emphasis added):</p><blockquote>No joke: The Lightning is one of the most important pickup trucks—vehicles, really—in history. Forget early adopters, environmentalists, and technophiles. This truck has to convince construction workers, farmers, ranchers, surveyors, and everyday truck fans that electric pickups aren’t just viable but also desirable. That an EV truck not only can do the work but also do it better. <b>Mission accomplished</b>.</blockquote><p>The F-150 has been the best-selling pick-up for many years and one of the best-selling vehicles of all time. Sales have ranged from 750,00 - 850,000 annually over the last decade. How many of these will shift to the EV Lightning version? Probably 10% initially, increasing to more than 50% in the next five years. There are probably more than 10 million F-150s in use today. How many of these will want to upgrade to the EV Lightning? This points to more demand for Lightning than Ford could fill in the next few years.</p><p>It&#39;s expected that this EV truck isn&#39;t for everyone. Some user requirements such as long drives hauling heavy loads may be inconvenient. These customers will naturally fall into the Late Majority category. But, there is more than enough opportunity in the Early Majority segment for the next few years with expected production constraints.</p><p>Ford had more than 200,000 reservations for the F-150 Lightning when it closed reservations, which didn&#39;t include fleet sales. While these reservations aren&#39;t binding, it indicates sufficient demand for the next few years.</p><p>Ford keeps increasing its forecasts for production of the F-150 Lightning. The latest estimates are approximately 80,000 in 2023, possibly higher, with a mid-year run rate of 150,000. 2024 production could be more than 200,000.</p><h3>E-Transit</h3><p>The Transit was marketed initially in Western Europe and Australia. As of 2015, 8 million Transit vans were sold across four primary platform generations (debuting in 1965, 1986, 2000, and 2013 respectively). Upon its introduction in North America in 2015, the Transit quickly became the best-selling van of any type in the United States, minivan sales included. Ford has sold more than one million transit vans since then. You see them all the time used by contractors and service businesses.</p><p>The E-Transit is the electric version of the Transit van. Like the Transit, it is available in regular, long, and extended-length versions and three roof heights.</p><p></p><p><img src=\"https://static.tigerbbs.com/bcf4328ff082697f6bedfafb85eeb7af\" tg-width=\"881\" tg-height=\"488\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>E-Transit (Ford)</p><p></p><p>The E-Transit only has a 126-mile range, but the average daily range for commercial vans is only 74 miles, but its range is expected to increase over time. It&#39;s easy to recharge them overnight. It can use depot, home, or public charging at Ford&#39;s BlueOval charging network.</p><p>The E-Transit can be further customized by adding vocational bodies (on chassis cab and cutaway) and equipment like ladder racks and interior bulkhead and storage solutions. Other built-for-business features on E-Transit include the optional Pro Power Onboard, which provides up to 2.4 kilowatts of power for customers to transform the vehicle into a mobile generator that charges and powers tools and equipment on job sites and on the go. The E-Transit also brings SYNC® 4 communications and entertainment technology to commercial vehicles, featuring a standard 12-inch touchscreen that’s easy to use, enhanced voice recognition, and built-in navigation.</p><p>With Ford Power-Up Software Updates, E-Transit software, and SYNC features, it can stay up-to-date without a trip to the dealership. E-Transit also features additional standard Ford Co-Pilot360 technologies, including Lane-Keeping System and Pre-Collision Assist with Automatic Emergency Braking. Available features include Blind Spot Assist 1.0, a 360-degree camera with Split-View, and Reverse Brake Assist. These features can help maintain fleet driving standards and help improve driver confidence.</p><p>So far this year, Ford has sold more than 1,500 E-Transits. That&#39;s about 6% of all Ford Transit sold this year, but an even more interesting statistic is that the E-Transit is now the best-selling electric van in the U.S. Currently, there is very little competition for the E-Transit. Walmart has ordered E-Transits for home deliveries.</p><p>Ford has not released production projections for the E-Transit, but with its expected popularity, it will be production constrained for the next few years.</p><h2>Ford&#39;s EV Valuation vs. Tesla</h2><p>So if EVs cross the chasm and Ford succeeds with its EV strategy, how will this increase its valuation. The best way to do this is by making some comparisons to Tesla - at the risk of being bombarded by Tesla fans.</p><h3>Tesla will do well but not continue to dominate</h3><p>I&#39;m not going to predict Tesla&#39;s demise, but I will anticipate that its market share may decline for three reasons. First, more competitors, like Ford, are entering the market with excellent EVs. Second, mainstream customers have different buying behaviors than those in the early market, and these behaviors don&#39;t favor Tesla. And third is the impact of used cars. Many do not understand this important consideration, so let&#39;s look at it more closely.</p><p>People buy both new and used cars. Until now, there haven&#39;t been many used Tesla&#39;s, so all Tesla sales were new. But now, the Tesla used car market is starting to compete with Tesla&#39;s new car sales. Carvana has hundreds of Tesla&#39;s listed, and they are selling fast. And leases are ending on thousands of Tesla&#39;s (including mine). Used cars will start to be an increasing portion of Tesla&#39;s purchased, eroding Tesla&#39;s new car sales. So, for example, there could be a market for 2.5 million Teslas in 2026, but 1/2 million of them might be used cars not sold by Tesla.</p><p>The different characteristics of mainstream customers, rapidly increasing competition, and competition from its own used cars all lead to Tesla becoming more demand constrained than production constrained. You can already see its lead times shrinking. Most Tesla models are now available with 1-3 month lead times. It&#39;s unclear how successful Tesla will be in creating demand since it has never had to do that before. There are so many differing forecasts for tesla unit sales that it&#39;s difficult to predict.</p><h3>Ford will rapidly grow its EV sales</h3><p>Ford recently stated two EV sales goals: 600,000 in 2023 and 2 million in 2026. This ambitious goal has a 50% average growth rate from 2023 to 2026.</p><p>Ford&#39;s strategy for achieving this appears sound. It has released three new EV versions of popular vehicles. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> of these don&#39;t have much competition right now. It won&#39;t have any competition from other used Ford EV sales for several years.</p><h3>Comparative valuations</h3><p>It&#39;s reasonable to assume that eventually, the value of Ford&#39;s EV business will be compared to Tesla&#39;s. Still, there are not likely to be any agreements on what the relative valuations could be in 2023. So, let&#39;s look at a variety of alternatives.</p><p></p><p><img src=\"https://static.tigerbbs.com/b04eca7af8ee7e97b7dbfc28ebb86e61\" tg-width=\"629\" tg-height=\"212\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Tesla and Ford EV Comparative Valuations (Author)</p><p></p><p>This relative valuation model computes a valuation of Ford&#39;s EV business based on Tesla&#39;s valuation. It uses two different assumptions. The first is EV volume. The first alternative assumes that Tesla will sell 1.5 million EVs next year (which is higher than most estimates) and that Ford will sell its stated projection of 600,000. You can&#39;t simply assume a proportional valuation since Tesla will likely continue to have a premium valuation. So, the relative valuation percentage for Ford is only 20%, not 40% (600/1,500), because the valuation premium reduces it by half. The forward growth assumptions are not used in the calculation but are only there to be a consideration for valuation premium.</p><p>Assumptions for Tesla&#39;s valuation range from the current $750 billion to twice as much at $1.5 trillion, with one alternative of a lower valuation of $500 billion. The 2023 EVs sold and Tesla forward growth estimates are generally within the range of analyst estimates. The estimates from Ford are based on publicly disclosed Ford estimates.</p><p>Overall, this range of alternative valuations all points to a significant potential increase in valuation for Ford from its current $50 billion to more than $200 billion by 2023. And this is only the value of Ford&#39;s EV business, not including its ICE business. All of this, of course, assumes that Ford&#39;s EV strategy is successful.</p><h2>Investment Thesis</h2><p>Overall, at any of the alternatives considered, Ford looks like an excellent, potentially once-in-a-lifetime buying opportunity right now, if you assume that its EV business will succeed. And there is every indication that it will. Its current valuation, a 4X P/E, and a 3.32% dividend indicate very little downside. And this downturn in the stock market presents an even more unique buying opportunity for long-term investors looking to gain multiple times their investments by picking the right companies for a technology transformation.</p><p>In 2001, I wrote about Amazon&#39;s market disruption in my book, <i>Product Strategies for Technology-Based Companies</i>. Later that year, when the stock market was down, I bought Amazon stock for $0.50-$0.70 (adjusted for the stock split). It turned into an excellent investment. Ford may be another one of these rare investment opportunities over the long term.</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>Ford: A Unique Investment Opportunity As EVs \"Cross The Chasm\"</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\">\nFord: A Unique Investment Opportunity As EVs \"Cross The Chasm\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520838-ford-a-unique-investment-opportunity-as-evs-cross-the-chasm><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Those who read my books and SA articles know that my focus is on the strategies of technology-based companies, especially during technology disruptions. For long-term investors, technology disruptions...</p>\n\n<a href=\"https://seekingalpha.com/article/4520838-ford-a-unique-investment-opportunity-as-evs-cross-the-chasm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4520838-ford-a-unique-investment-opportunity-as-evs-cross-the-chasm","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2247397052","content_text":"Those who read my books and SA articles know that my focus is on the strategies of technology-based companies, especially during technology disruptions. For long-term investors, technology disruptions can restructure major markets and provide historic investment opportunities. Buying Amazon (AMZN) at less than $0.70 per share (adjusted for splits) in 2001 (which I did) and Apple (AAPL) in the early 1990s are examples. Electric vehicles (\"EVs\") are a historic disruption, which will create similar investment opportunities.The primary point of this article is to explain how EVs are \"crossing the chasm\" from an early market stage to a mainstream market. When this happens, buyer characteristics change to favor some of the more traditional auto companies, like Ford Motor Company (NYSE:F). Ford has an aggressive, but sound, EV strategy. There are indications now that already point to its potential success, and by 2023, its EV success will be clear.As I'll explain, those who understand the importance of crossing the chasm and link this to Ford's strategy may see it as on of those historic investment opportunities. With a market cap of $48 billion, a 3.32% dividend, and a P/E of just over 4X, there appears to be little downside to investing in Ford. And a depressed market can make that investment opportunity even larger. The upside potential can be significant if its EV strategy succeeds. We'll try to estimate potential 2023 valuation ranges by looking at Ford as an EV company.First, let's look at the fundamental strategic concept of crossing the chasm and the implications when the customer base changes. Then we'll outline Ford's EV strategy.EVs Are Crossing the Chasm\"Crossing the Chasm\" is one of the most important strategic concepts for predicting the adoption of new technologies. Initially introduced by Geoffrey A. Moore, it explains the technology adoption life cycle, the different customer characteristics at each stage, and most importantly, the implications of crossing the chasm. It segments the development of a new market over time into Innovators, Early Adopters, Early Majority, Late Majority, and Laggards. Most importantly, there is a chasm between the early market stages (Innovators and Early Adopters) and the mainstream market. Although the power of this concept is understanding each of these stages, there is some overlap. The customers of one stage may still be growing as another stage starts to emerge. This strategic idea is fundamental to understanding the evolution of the EV market. Each stage in the EV market's evolution has distinct characteristics.The Early MarketInnovators and Early Adopters make up the early market for new technology.Innovators are usually technology enthusiasts who aggressively pursue new products and technologies. Innovators are generally a small portion of the market. Moore used an estimate of typically 2.5%. They serve well as a test group because they are comfortable with emerging technologies. With EVs, they were willing to try the new technology even with lower battery mileage and higher costs. This group was the primary customer for the first half-million or so EVs, mostly Tesla's (TSLA), sold in the U.S. from 2015-2018.Early Adopters, like Innovators, are visionaries who are attracted to new products and technologies early in their lifecycle. They are interested in revolutionary breakthroughs but want to see some proof before they buy. With EVs, they most likely reached out to those who had Teslas for insights and test drives. I estimate that this stage began in approximately 2019. That's when I bought my Tesla. From 2019 to 2021, almost 2 million EVs were sold in the U.S., mostly to Early Adopters, but mainstream buyers also started to buy EVs. One of the most important functions of Early Adopters is that they become avid references to the next, larger, market segment.Crossing The Chasm (Geoffrey A. Moore)The Mainstream MarketCrossing the chasm provides access to the mainstream market, which is what any new technology needs to be successful. More than 2 million EVs are projected to be sold in the U.S. in 2023, including 600,000 by Ford.Jefferies analysts recently raised its EV penetration outlook to 11% and 14% in 2022 and 2023, respectively, up from 10% and 13%. This denotes crossing the chasm. It also issued a longer-term forecast for EV sales, saying it expects sales globally to reach 19 million in 2025 and 36 million in 2030.There are three segments of the mainstream market.The Early Majority is the first segment of the mainstream market. They may share some of the Early Adopters’ interest in technology; however, they are primarily driven by a stronger sense of practicality. They want well-established references before buying the new product. This early majority wants to see the benefits of buying EVs, and now there are many:Lower Fuel costs. An EV's fuel cost is much lower than ICE vehicles, especially with increasing gas prices. The cost to fully charge a 60-kilowatt-hour (kWh) EV with more than 230 miles of range at home is less than $8. In comparison, at today's gas prices, the cost of gas for 230 miles at 23 miles per gallon is more than $50. Over 15,000 miles per year, the savings would be more than $2,500 (650 gallons at $5 is $3,250, and the cost of electricity is $520).Fun to Drive. Electric cars are fun to drive, with quick acceleration and engaging performance. Unlike gas-powered cars, electric motors produce peak torque from a standstill, without the buildup gasoline engines require to reach maximum power.Lower Maintenance Costs. An EV has no internal combustion engine, drive train, carburetor, or need for oil changes. In general, it has 90% fewer moving parts. All of this leads to less maintenance.Better for The Environment. An EV is consistently better for the environment in terms of CO2 emissions than the average new gasoline vehicle. That margin could grow as electricity generation shifts more to cleaner sources. However, this benefit may only be a minor buying preference for mainstream buyers.There are also some disadvantages to EVs, although these will likely be reduced over time. EVs can be more expensive because of high battery costs, but the cost of batteries is declining as technology improves and manufacturing volumes increase. Initially, EV manufacturers focus more on the premium price market, so the price is less of an issue. There are also potential government subsidies to reduce costs. EVs can have a limited range, but as ranges approach more than 300 miles, it becomes less of a restriction for many. Charging can be a concern, but many people can plug in their EV overnight. Investments to build out charging station infrastructure that will reduce this concern.The Early Majority have different buying preferences than Early Adopters. Most will strongly prefer buying their first EV from a dealer that they have trusted for many years. They will be uncomfortable ordering an EV on the internet, waiting for a truck to deliver it, and not knowing how it will be serviced. They may prefer to buy an EV version of a vehicle they have used for many years, such as the Ford F-150 Lightning. The different buying characteristics of the early majority give traditional auto manufacturers significant advantages.Breaking into this segment is crossing the chasm. It will be the primary market segment for EVs for the next five years. Moore estimates the Early Majority market stage to be approximately 34%, and it would be reasonable that EVs will grow to be roughly a third of the market for new vehicles in the next five years or so. Experts estimate EVs to be half of all new car sales by 2030.The next mainstream market stage is the Late Majority. This group is more conservative. They believe more in tradition than in progress. Customers of the Late Majority may wait until EVs have become a more established standard. They will also require that EVs are less expensive than similar ICE versions. They will want longer driving range and more available charging. They will become EV customers closer to 2030 when limited new ICE vehicles are available, and many others already have EVs. At this point, most all new cars will be EVs. Although there will still be a large market for used ICE vehicles.Laggards are skeptics. They don’t want anything to do with new technology. This is a small percentage of the market, and they may prefer to buy used ICE vehicles for many years.Ford's Initial EV Product Launch StrategyFord's EV strategy is intriguing. It decided to go all-in by building EV versions of its three most popular vehicles. This leverages brand popularity and plays to the buying preferences of the mainstream market. Ford is investing $50 billion in EV development and manufacturing facilities and has created a separate business unit, Ford Model e. Ford plans to follow its first three EV models with a continuous stream of new EVs. It has publicly stated bold sales projections of 600,000 EVs next year and 2 million in 2026. Ford is all in with EVs.Let's look at the first three Ford EVs.Mustang Mach-EThe Mustang Mach-E is an electric cross-over version of one of the most popular cars of all time. It has a range of 314 miles and 0-60 acceleration in 3.5 seconds.Ford Mustang Mach-E (Ford)It includes many new technology features. It automatically adjusts for driver personalization. Your smartphone will function as a key. You can lock/unlock and start your car remotely. It has a 15.5-inch touchscreen with cloud-based connectivity and over-the-air updates. It has Ford Co-Pilot360 with active parking assist and BlueCruise Hands-Free highway driving.So far this year, Ford has produced more than 10,000 Mach-Es. The 2022 version is no longer available for order, and the 2023 model will be available later this year. The Mustang Mach-E competes against the Tesla Model Y. Ford plans to aggressively increase production of Mach-E and expects to reach 200,000 units per year for North America and Europe next year.F-150 LightningThe F-150 Lightning recently started shipping to customers. It is an impressive vehicle. It has a range of 320 miles, 563 horsepower, 4 seconds 0-60 mph acceleration, a 2,000 lb payload, and 10,000 lbs towing capacity.In addition, it has some handy features unique to a workhorse EV. It has 11 electrical outlets (two 120 V outlets in the cab, four in the truck bed, four in the Mega Power Frunk, and a 240 V outlet in the bed) with 9.6 kW of power. Those who use their trucks for outside work no longer need to find an electrical power source or use a generator.F-150 Lightning (Ford)The truck includes additional advanced technology typical of modern EVs. It has a 15.5-inch touchscreen, the largest in any truck. It has remote features like start/stop, lock/unlock, and locate the vehicle. It also has Ford Bluecruise hands-free driving on more than 130,000 highway miles.Ford makes it easy to install a charging station in your home, and the Ford charging station enables the truck to reverse charge and power an average home for three days.Has the F-150 Lightning made the shift to the mainstream? Some early reviews believe this, as exemplified by the recent review in Motortrend by Scott Evans (emphasis added):No joke: The Lightning is one of the most important pickup trucks—vehicles, really—in history. Forget early adopters, environmentalists, and technophiles. This truck has to convince construction workers, farmers, ranchers, surveyors, and everyday truck fans that electric pickups aren’t just viable but also desirable. That an EV truck not only can do the work but also do it better. Mission accomplished.The F-150 has been the best-selling pick-up for many years and one of the best-selling vehicles of all time. Sales have ranged from 750,00 - 850,000 annually over the last decade. How many of these will shift to the EV Lightning version? Probably 10% initially, increasing to more than 50% in the next five years. There are probably more than 10 million F-150s in use today. How many of these will want to upgrade to the EV Lightning? This points to more demand for Lightning than Ford could fill in the next few years.It's expected that this EV truck isn't for everyone. Some user requirements such as long drives hauling heavy loads may be inconvenient. These customers will naturally fall into the Late Majority category. But, there is more than enough opportunity in the Early Majority segment for the next few years with expected production constraints.Ford had more than 200,000 reservations for the F-150 Lightning when it closed reservations, which didn't include fleet sales. While these reservations aren't binding, it indicates sufficient demand for the next few years.Ford keeps increasing its forecasts for production of the F-150 Lightning. The latest estimates are approximately 80,000 in 2023, possibly higher, with a mid-year run rate of 150,000. 2024 production could be more than 200,000.E-TransitThe Transit was marketed initially in Western Europe and Australia. As of 2015, 8 million Transit vans were sold across four primary platform generations (debuting in 1965, 1986, 2000, and 2013 respectively). Upon its introduction in North America in 2015, the Transit quickly became the best-selling van of any type in the United States, minivan sales included. Ford has sold more than one million transit vans since then. You see them all the time used by contractors and service businesses.The E-Transit is the electric version of the Transit van. Like the Transit, it is available in regular, long, and extended-length versions and three roof heights.E-Transit (Ford)The E-Transit only has a 126-mile range, but the average daily range for commercial vans is only 74 miles, but its range is expected to increase over time. It's easy to recharge them overnight. It can use depot, home, or public charging at Ford's BlueOval charging network.The E-Transit can be further customized by adding vocational bodies (on chassis cab and cutaway) and equipment like ladder racks and interior bulkhead and storage solutions. Other built-for-business features on E-Transit include the optional Pro Power Onboard, which provides up to 2.4 kilowatts of power for customers to transform the vehicle into a mobile generator that charges and powers tools and equipment on job sites and on the go. The E-Transit also brings SYNC® 4 communications and entertainment technology to commercial vehicles, featuring a standard 12-inch touchscreen that’s easy to use, enhanced voice recognition, and built-in navigation.With Ford Power-Up Software Updates, E-Transit software, and SYNC features, it can stay up-to-date without a trip to the dealership. E-Transit also features additional standard Ford Co-Pilot360 technologies, including Lane-Keeping System and Pre-Collision Assist with Automatic Emergency Braking. Available features include Blind Spot Assist 1.0, a 360-degree camera with Split-View, and Reverse Brake Assist. These features can help maintain fleet driving standards and help improve driver confidence.So far this year, Ford has sold more than 1,500 E-Transits. That's about 6% of all Ford Transit sold this year, but an even more interesting statistic is that the E-Transit is now the best-selling electric van in the U.S. Currently, there is very little competition for the E-Transit. Walmart has ordered E-Transits for home deliveries.Ford has not released production projections for the E-Transit, but with its expected popularity, it will be production constrained for the next few years.Ford's EV Valuation vs. TeslaSo if EVs cross the chasm and Ford succeeds with its EV strategy, how will this increase its valuation. The best way to do this is by making some comparisons to Tesla - at the risk of being bombarded by Tesla fans.Tesla will do well but not continue to dominateI'm not going to predict Tesla's demise, but I will anticipate that its market share may decline for three reasons. First, more competitors, like Ford, are entering the market with excellent EVs. Second, mainstream customers have different buying behaviors than those in the early market, and these behaviors don't favor Tesla. And third is the impact of used cars. Many do not understand this important consideration, so let's look at it more closely.People buy both new and used cars. Until now, there haven't been many used Tesla's, so all Tesla sales were new. But now, the Tesla used car market is starting to compete with Tesla's new car sales. Carvana has hundreds of Tesla's listed, and they are selling fast. And leases are ending on thousands of Tesla's (including mine). Used cars will start to be an increasing portion of Tesla's purchased, eroding Tesla's new car sales. So, for example, there could be a market for 2.5 million Teslas in 2026, but 1/2 million of them might be used cars not sold by Tesla.The different characteristics of mainstream customers, rapidly increasing competition, and competition from its own used cars all lead to Tesla becoming more demand constrained than production constrained. You can already see its lead times shrinking. Most Tesla models are now available with 1-3 month lead times. It's unclear how successful Tesla will be in creating demand since it has never had to do that before. There are so many differing forecasts for tesla unit sales that it's difficult to predict.Ford will rapidly grow its EV salesFord recently stated two EV sales goals: 600,000 in 2023 and 2 million in 2026. This ambitious goal has a 50% average growth rate from 2023 to 2026.Ford's strategy for achieving this appears sound. It has released three new EV versions of popular vehicles. Two of these don't have much competition right now. It won't have any competition from other used Ford EV sales for several years.Comparative valuationsIt's reasonable to assume that eventually, the value of Ford's EV business will be compared to Tesla's. Still, there are not likely to be any agreements on what the relative valuations could be in 2023. So, let's look at a variety of alternatives.Tesla and Ford EV Comparative Valuations (Author)This relative valuation model computes a valuation of Ford's EV business based on Tesla's valuation. It uses two different assumptions. The first is EV volume. The first alternative assumes that Tesla will sell 1.5 million EVs next year (which is higher than most estimates) and that Ford will sell its stated projection of 600,000. You can't simply assume a proportional valuation since Tesla will likely continue to have a premium valuation. So, the relative valuation percentage for Ford is only 20%, not 40% (600/1,500), because the valuation premium reduces it by half. The forward growth assumptions are not used in the calculation but are only there to be a consideration for valuation premium.Assumptions for Tesla's valuation range from the current $750 billion to twice as much at $1.5 trillion, with one alternative of a lower valuation of $500 billion. The 2023 EVs sold and Tesla forward growth estimates are generally within the range of analyst estimates. The estimates from Ford are based on publicly disclosed Ford estimates.Overall, this range of alternative valuations all points to a significant potential increase in valuation for Ford from its current $50 billion to more than $200 billion by 2023. And this is only the value of Ford's EV business, not including its ICE business. All of this, of course, assumes that Ford's EV strategy is successful.Investment ThesisOverall, at any of the alternatives considered, Ford looks like an excellent, potentially once-in-a-lifetime buying opportunity right now, if you assume that its EV business will succeed. And there is every indication that it will. Its current valuation, a 4X P/E, and a 3.32% dividend indicate very little downside. And this downturn in the stock market presents an even more unique buying opportunity for long-term investors looking to gain multiple times their investments by picking the right companies for a technology transformation.In 2001, I wrote about Amazon's market disruption in my book, Product Strategies for Technology-Based Companies. Later that year, when the stock market was down, I bought Amazon stock for $0.50-$0.70 (adjusted for the stock split). It turned into an excellent investment. Ford may be another one of these rare investment opportunities over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042295118,"gmtCreate":1656476618034,"gmtModify":1676535837459,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042295118","repostId":"1116401864","repostType":4,"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042292462,"gmtCreate":1656476598156,"gmtModify":1676535837443,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042292462","repostId":"2247053812","repostType":4,"repost":{"id":"2247053812","kind":"highlight","pubTimestamp":1656469582,"share":"https://ttm.financial/m/news/2247053812?lang=&edition=fundamental","pubTime":"2022-06-29 10:26","market":"nz","language":"en","title":"“Extremely Cheap”: Expert Names 3 ASX Shares Hot to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2247053812","media":"MotleyFool","summary":"Ask A Fund ManagerThe Motley Fool chats with the best in the industry so that you can get an insight","content":"<html><head></head><body><h2>Ask A Fund Manager</h2><p><i>The Motley Fool chats with the best in the industry so that you can get an insight into how the professionals think. In this edition, Datt Capital principal Emanuel Datt explains why he loves one particular sector but only companies that operate in a particular state.</i></p><h3>Hottest ASX shares</h3><p><b>The Motley Fool:</b> What are the three best stock buys right now?</p><p><b>Emanuel Datt:</b> I thought about this… I’d probably suggest a sector.</p><p>Why I say that is because, and as I point out, the markets are very rocky at the moment. But I think there’s a very clear opportunity in New South Wales-based thermal coal stocks.</p><p>Queensland recently enacted a super for-profits tax or royalty over mines that are based in Queensland. This ultimately is going to upset Queensland miners quite significantly and it really reduces their competitive advantage against New South Wales mines.</p><p>Because ultimately New South Wales can afford to pay mine workers a lot more. They’re not operating under that same royalty structure.</p><p>There are three particular stocks in this sector.</p><p><a href=\"https://laohu8.com/S/WHC.AU\">Whitehaven Coal Ltd</a> is a multi-mine thermal coal producer that operates solely in New South Wales. The second one would be <a href=\"https://laohu8.com/S/NHC.AU\">New Hope Corporation</a> Limited, which runs a single thermal mine in New South Wales, but also has a development project that [it’s] still undergoing in Queensland. Interestingly enough, it’s exempt from these new increases in Queensland royalties.</p><p>And the last one is <a href=\"https://laohu8.com/S/YAL.AU\">Yancoal Australia</a> Ltd (ASX: YAL), which is again a multi-mine thermal coal producer, with its operations almost entirely in New South Wales.</p><p>Quite concentrated in that sector but I think that the ability to earn US dollars is really a big advantage, given that the US dollar is traditionally a safe haven. As well as having exposure to just very positive demand tailwinds, stemming from this Russian invasion of Ukraine that’s really thrown a lot of commodity markets out of whack.</p><p><b>MF:</b> All three have seen their share prices rise a fair bit this year, but you feel like there’s more room to grow?</p><p><b>ED: </b>Yeah, absolutely. Just to give you an example, for this current quarter, we’re expecting Whitehaven’s operating profit to be somewhere around $1.2 billion. To put that into context against enterprise value, [it’s] just about $4.5 billion. It’s trading at less than one year’s cash flow if thermal coal prices persist. Just incredibly cheap, but also they’re actually returning a lot of capital back to shareholders through dividends and they’re pretty much at the tail end of a 10% buyback, as well.</p><p>But, yeah, ultimately we think that these tailwinds for thermal coal are likely to persist for at least 18 to 24 months. That makes the valuation look extremely cheap.</p></body></html>","source":"motleyfoolau_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>“Extremely Cheap”: Expert Names 3 ASX Shares Hot 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\">\n“Extremely Cheap”: Expert Names 3 ASX Shares Hot to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2022/06/29/extremely-cheap-expert-names-3-asx-shares-hot-to-buy-now/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ask A Fund ManagerThe Motley Fool chats with the best in the industry so that you can get an insight into how the professionals think. In this edition, Datt Capital principal Emanuel Datt explains why...</p>\n\n<a href=\"https://www.fool.com.au/2022/06/29/extremely-cheap-expert-names-3-asx-shares-hot-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NHC.AU":"NEW HOPE CORP LTD","YAL.AU":"YANCOAL AUSTRALIA LTD","WHC.AU":"WHITEHAVEN COAL LTD"},"source_url":"https://www.fool.com.au/2022/06/29/extremely-cheap-expert-names-3-asx-shares-hot-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247053812","content_text":"Ask A Fund ManagerThe Motley Fool chats with the best in the industry so that you can get an insight into how the professionals think. In this edition, Datt Capital principal Emanuel Datt explains why he loves one particular sector but only companies that operate in a particular state.Hottest ASX sharesThe Motley Fool: What are the three best stock buys right now?Emanuel Datt: I thought about this… I’d probably suggest a sector.Why I say that is because, and as I point out, the markets are very rocky at the moment. But I think there’s a very clear opportunity in New South Wales-based thermal coal stocks.Queensland recently enacted a super for-profits tax or royalty over mines that are based in Queensland. This ultimately is going to upset Queensland miners quite significantly and it really reduces their competitive advantage against New South Wales mines.Because ultimately New South Wales can afford to pay mine workers a lot more. They’re not operating under that same royalty structure.There are three particular stocks in this sector.Whitehaven Coal Ltd is a multi-mine thermal coal producer that operates solely in New South Wales. The second one would be New Hope Corporation Limited, which runs a single thermal mine in New South Wales, but also has a development project that [it’s] still undergoing in Queensland. Interestingly enough, it’s exempt from these new increases in Queensland royalties.And the last one is Yancoal Australia Ltd (ASX: YAL), which is again a multi-mine thermal coal producer, with its operations almost entirely in New South Wales.Quite concentrated in that sector but I think that the ability to earn US dollars is really a big advantage, given that the US dollar is traditionally a safe haven. As well as having exposure to just very positive demand tailwinds, stemming from this Russian invasion of Ukraine that’s really thrown a lot of commodity markets out of whack.MF: All three have seen their share prices rise a fair bit this year, but you feel like there’s more room to grow?ED: Yeah, absolutely. Just to give you an example, for this current quarter, we’re expecting Whitehaven’s operating profit to be somewhere around $1.2 billion. To put that into context against enterprise value, [it’s] just about $4.5 billion. It’s trading at less than one year’s cash flow if thermal coal prices persist. Just incredibly cheap, but also they’re actually returning a lot of capital back to shareholders through dividends and they’re pretty much at the tail end of a 10% buyback, as well.But, yeah, ultimately we think that these tailwinds for thermal coal are likely to persist for at least 18 to 24 months. That makes the valuation look extremely cheap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042292588,"gmtCreate":1656476575844,"gmtModify":1676535837443,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042292588","repostId":"2247050507","repostType":4,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042292097,"gmtCreate":1656476392819,"gmtModify":1676535837498,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042292097","repostId":"2246810950","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046777807,"gmtCreate":1656394323809,"gmtModify":1676535821070,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046777807","repostId":"9048689086","repostType":1,"repost":{"id":9048689086,"gmtCreate":1656204102698,"gmtModify":1676535783366,"author":{"id":"3479274794225176","authorId":"3479274794225176","name":"Stocks_Pedia","avatar":"https://community-static.tradeup.com/news/59e1332ef20049fa9607ec1058f5a3ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274794225176","idStr":"3479274794225176"},"themes":[],"title":"Merck: A global healthcare company","htmlText":"Hey, this is Stocks_Pedia.Here I would like to introduce you to some unfamiliar companies that you may probably haven't heard of, and hope it can be of some help to your investments.The company I'm going to introduce this time is <a href=\"https://laohu8.com/S/MRK\">$Merck(MRK)$</a>.It went public on 15th May 1946.[Company Profile]Merck Pharmaceuticals, Inc. was incorporated in New Jersey in 1970. The company is a global healthcare company providing innovative health solutions through its prescription drugs, vaccines, biotherapeutics and animal health products. The company's operations are managed primarily on a product basis and include four operating divisions, namely Pharmaceuticals, Animal Health, Healthcare Services and Alliances.[History &amp; Events]1953: Merck &amp; Co. merged with P","listText":"Hey, this is Stocks_Pedia.Here I would like to introduce you to some unfamiliar companies that you may probably haven't heard of, and hope it can be of some help to your investments.The company I'm going to introduce this time is <a href=\"https://laohu8.com/S/MRK\">$Merck(MRK)$</a>.It went public on 15th May 1946.[Company Profile]Merck Pharmaceuticals, Inc. was incorporated in New Jersey in 1970. The company is a global healthcare company providing innovative health solutions through its prescription drugs, vaccines, biotherapeutics and animal health products. The company's operations are managed primarily on a product basis and include four operating divisions, namely Pharmaceuticals, Animal Health, Healthcare Services and Alliances.[History &amp; Events]1953: Merck &amp; Co. merged with P","text":"Hey, this is Stocks_Pedia.Here I would like to introduce you to some unfamiliar companies that you may probably haven't heard of, and hope it can be of some help to your investments.The company I'm going to introduce this time is $Merck(MRK)$.It went public on 15th May 1946.[Company Profile]Merck Pharmaceuticals, Inc. was incorporated in New Jersey in 1970. The company is a global healthcare company providing innovative health solutions through its prescription drugs, vaccines, biotherapeutics and animal health products. The company's operations are managed primarily on a product basis and include four operating divisions, namely Pharmaceuticals, Animal Health, Healthcare Services and Alliances.[History & Events]1953: Merck & Co. merged with P","images":[{"img":"https://community-static.tradeup.com/news/626dab74e985b1f2792a2b68ebce94d4","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/6da5b1063a82e50788a36d9e7b751993","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/591df4010a29aa289884759603fe1b58","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048689086","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046774760,"gmtCreate":1656394267150,"gmtModify":1676535821078,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"good article","listText":"good article","text":"good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046774760","repostId":"2246723138","repostType":4,"repost":{"id":"2246723138","kind":"highlight","pubTimestamp":1656389023,"share":"https://ttm.financial/m/news/2246723138?lang=&edition=fundamental","pubTime":"2022-06-28 12:03","market":"us","language":"en","title":"Better Stock-Split Buy: Alphabet Or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2246723138","media":"Motley Fool","summary":"These titans will be splitting their stocks shortly. But which one will outperform in the long run?","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Stock splits are fun, but company performances will drive investor profits.</li><li>The economy is top of mind as inflation is running at a 40-year high.</li><li>Concerns and opportunities abound for these two industry leaders.</li></ul><p>Stock splits generate a ton of excitement among investors. A stock split does not directly affect the value of an investor&#39;s holdings but opens up other opportunities. There is often a lot of stock-price movement around the announcement and split dates. But what about afterward? Once the excitement dies down, the stock will start trading on economics again. With this in mind, which of these juggernauts is the better long-term play?</p><p><b>Alphabet</b>, the parent company of Google, and <b>Tesla</b> are on the clock, with Alphabet&#39;s 20-for-1 split coming up on July 1 and Tesla&#39;s date still to be determined. Tesla will hold its shareholder meeting on August 4th when it is expected a 3-for-1 split will be approved. The execution of the split will likely follow shortly after. Based on recent prices, Alphabet will trade in the range of $115 per share and Tesla around $240 per share post-split. This could change drastically in today&#39;s topsy turvy market, of course.</p><p><b>What is the outlook for Alphabet?</b></p><p>Alphabet had a tremendous 2021 by nearly any measure. As shown below, sales and cash from operations rose 41% to $257.6 billion and $91.7 billion, respectively. And the company&#39;s diluted earnings per share (EPS) reached $112.20 on over 90% growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6aa04d417c4ecae043384597580febe\" tg-width=\"2000\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: ALPHABET. CHART BY AUTHOR.</span></p><p>The company followed up this performance with a strong first-quarter 2022 in which sales, cash from operations, and EPS increased year over year. But what about the future? With a potential recession around the corner, investors are rightly concerned that ad budgets will be cut, which could hurt Alphabet&#39;s results.</p><p>Alphabet has a few aces up its sleeve to weather an economic slowdown. First, Google Search currently holds a market share of over 85%,according to Statista. The Federal Trade Commission (FTC) believes it is a monopoly, but unless Congress passes comprehensive legislation, Alphabet will continue to dominate. This gives the company tremendous pricing power, which is critical to maintaining profitability.</p><p>Alphabet also has two other fast-growing revenue streams in YouTube and the Google Cloud. YouTube revenues spiked 46% in 2021 partly due to people staying in more due to COVID-19. The growth slowed to 14% year over year in Q1 2022 as the pandemic waned, but the upward trend remains.</p><p>Google Cloud may be the most important segment to watch moving forward. This segment competes with <b>Amazon</b>&#39;s Amazon Web Services (AWS) and <b>Microsoft</b>&#39;s Azure. Cloud computing is expected to continue its explosive growth in the foreseeable future. Sales for Google Cloud grew 47% in 2021 to $19.2 billion. The rub is that this segment isn&#39;t profitable, while AWS produces enormous operating profits for Amazon. If Alphabet can scale to profitability, it will be a giant boon for profits and shareholders.</p><p>On the valuation front, Alphabet trades for its lowest price-to-earnings (P/E) ratio since the beginning of 2019, as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/832b194f1b0667c75fe5e1101259d5fc\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>GOOG PE RATIO DATA BY YCHARTS.</span></p><p>Even if the company experiences short-term headwinds, this price looks enticing for long-term investors.</p><p><b>What is the outlook for Tesla?</b></p><p>Let&#39;s face it, whatever we think of Tesla&#39;s valuation (it&#39;s high!) or outspoken CEO Elon Musk (he&#39;s polarizing!), the company&#39;s rise has been absolutely phenomenal. And shareholders have been richly rewarded. An investment of $10,000 in Tesla stock 10 years ago would be worth over $1 million today, while the same investment five years ago would be worth more than $95,000.</p><p>There are positive and negative factors on the horizon for Tesla. Gas prices are shocking Americans at the pump. This could lead many to consider an electric vehicle maybe for the first time. Tesla is experiencing massive demand already, with many cars sold out until 2023.</p><p>The big question is whether this demand can continue in a potential recession.</p><p>Consumer sentiment is generally a leading indicator of upcoming consumer spending. As shown below, sentiment is not only lower than in March 2020, but it is far lower than even during the Great Recession. This is disturbing for any company that relies upon consumer spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41bff0dde3b248b2b94f3636bc6eb00b\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>US INDEX OF CONSUMER SENTIMENT DATA BY YCHARTS.</span></p><p>Competition is heating up. For years, Tesla has enjoyed an incredible first-mover advantage. Tesla was laser-focused on electric vehicles while other automakers scuffled along. That&#39;s changing quickly as traditional automakers invest billions in electrifying large parts of their fleets in the coming years.</p><p>The final concern is the valuation. Tesla has a larger market cap than the following seven largest automakers combined. Tesla crushes most of these on growth and profitability, and investors have been willing to pay a premium on the stock for years. Still, caution is warranted with an economic storm on the horizon. Companies with high valuations may fare worse than others.</p><p><b>Which has the stronger bull case?</b></p><p>Alphabet has a few advantages over Tesla in an inflationary environment and with an economic slowdown likely. Alphabet relies on business spending while Tesla relies on consumers. Business spending may prove more durable because advertisers must continue to invest to grab limited consumer dollars. Due to inflation, Tesla also has to contend with rising costs for raw materials. One of Tesla&#39;s draws is its profitability, and its margins could be crimped. A manufacturing company will be more affected by this than a tech company.</p><p>This all adds up to Alphabet stock being the better bet currently. That said, Tesla likely has a higher long-term ceiling but much more risk. Long-term investors could consider both stocks and weigh them according to their risk tolerance.</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>Better Stock-Split Buy: Alphabet Or Tesla?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Stock-Split Buy: Alphabet Or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/\">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","TSLA":"特斯拉","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246723138","content_text":"KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these two industry leaders.Stock splits generate a ton of excitement among investors. A stock split does not directly affect the value of an investor's holdings but opens up other opportunities. There is often a lot of stock-price movement around the announcement and split dates. But what about afterward? Once the excitement dies down, the stock will start trading on economics again. With this in mind, which of these juggernauts is the better long-term play?Alphabet, the parent company of Google, and Tesla are on the clock, with Alphabet's 20-for-1 split coming up on July 1 and Tesla's date still to be determined. Tesla will hold its shareholder meeting on August 4th when it is expected a 3-for-1 split will be approved. The execution of the split will likely follow shortly after. Based on recent prices, Alphabet will trade in the range of $115 per share and Tesla around $240 per share post-split. This could change drastically in today's topsy turvy market, of course.What is the outlook for Alphabet?Alphabet had a tremendous 2021 by nearly any measure. As shown below, sales and cash from operations rose 41% to $257.6 billion and $91.7 billion, respectively. And the company's diluted earnings per share (EPS) reached $112.20 on over 90% growth.DATA SOURCE: ALPHABET. CHART BY AUTHOR.The company followed up this performance with a strong first-quarter 2022 in which sales, cash from operations, and EPS increased year over year. But what about the future? With a potential recession around the corner, investors are rightly concerned that ad budgets will be cut, which could hurt Alphabet's results.Alphabet has a few aces up its sleeve to weather an economic slowdown. First, Google Search currently holds a market share of over 85%,according to Statista. The Federal Trade Commission (FTC) believes it is a monopoly, but unless Congress passes comprehensive legislation, Alphabet will continue to dominate. This gives the company tremendous pricing power, which is critical to maintaining profitability.Alphabet also has two other fast-growing revenue streams in YouTube and the Google Cloud. YouTube revenues spiked 46% in 2021 partly due to people staying in more due to COVID-19. The growth slowed to 14% year over year in Q1 2022 as the pandemic waned, but the upward trend remains.Google Cloud may be the most important segment to watch moving forward. This segment competes with Amazon's Amazon Web Services (AWS) and Microsoft's Azure. Cloud computing is expected to continue its explosive growth in the foreseeable future. Sales for Google Cloud grew 47% in 2021 to $19.2 billion. The rub is that this segment isn't profitable, while AWS produces enormous operating profits for Amazon. If Alphabet can scale to profitability, it will be a giant boon for profits and shareholders.On the valuation front, Alphabet trades for its lowest price-to-earnings (P/E) ratio since the beginning of 2019, as shown below.GOOG PE RATIO DATA BY YCHARTS.Even if the company experiences short-term headwinds, this price looks enticing for long-term investors.What is the outlook for Tesla?Let's face it, whatever we think of Tesla's valuation (it's high!) or outspoken CEO Elon Musk (he's polarizing!), the company's rise has been absolutely phenomenal. And shareholders have been richly rewarded. An investment of $10,000 in Tesla stock 10 years ago would be worth over $1 million today, while the same investment five years ago would be worth more than $95,000.There are positive and negative factors on the horizon for Tesla. Gas prices are shocking Americans at the pump. This could lead many to consider an electric vehicle maybe for the first time. Tesla is experiencing massive demand already, with many cars sold out until 2023.The big question is whether this demand can continue in a potential recession.Consumer sentiment is generally a leading indicator of upcoming consumer spending. As shown below, sentiment is not only lower than in March 2020, but it is far lower than even during the Great Recession. This is disturbing for any company that relies upon consumer spending.US INDEX OF CONSUMER SENTIMENT DATA BY YCHARTS.Competition is heating up. For years, Tesla has enjoyed an incredible first-mover advantage. Tesla was laser-focused on electric vehicles while other automakers scuffled along. That's changing quickly as traditional automakers invest billions in electrifying large parts of their fleets in the coming years.The final concern is the valuation. Tesla has a larger market cap than the following seven largest automakers combined. Tesla crushes most of these on growth and profitability, and investors have been willing to pay a premium on the stock for years. Still, caution is warranted with an economic storm on the horizon. Companies with high valuations may fare worse than others.Which has the stronger bull case?Alphabet has a few advantages over Tesla in an inflationary environment and with an economic slowdown likely. Alphabet relies on business spending while Tesla relies on consumers. Business spending may prove more durable because advertisers must continue to invest to grab limited consumer dollars. Due to inflation, Tesla also has to contend with rising costs for raw materials. One of Tesla's draws is its profitability, and its margins could be crimped. A manufacturing company will be more affected by this than a tech company.This all adds up to Alphabet stock being the better bet currently. That said, Tesla likely has a higher long-term ceiling but much more risk. Long-term investors could consider both stocks and weigh them according to their risk tolerance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046774056,"gmtCreate":1656394187975,"gmtModify":1676535821046,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105427993399250","idStr":"4105427993399250"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046774056","repostId":"1135503763","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9097849612,"gmtCreate":1645417439198,"gmtModify":1676534026261,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"good article","listText":"good article","text":"good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":32,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097849612","repostId":"2213605754","repostType":4,"repost":{"id":"2213605754","kind":"highlight","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":1645413692,"share":"https://ttm.financial/m/news/2213605754?lang=&edition=fundamental","pubTime":"2022-02-21 11:21","market":"us","language":"en","title":"Stock Futures Reverse Early Losses after Biden, Putin Agree 'in Principle' to Summit","url":"https://stock-news.laohu8.com/highlight/detail?id=2213605754","media":"Dow Jones","summary":"U.S stock-index futures bounced back from early-session losses Sunday after an announcement that Pre","content":"<html><head></head><body><p>U.S stock-index futures bounced back from early-session losses Sunday after an announcement that President Joe Biden and Russia&#39;s Vladimir Putin have agreed in principle to a summit to ease tensions over Ukraine.</p><p>Dow Jones Industrial Average futures , S&amp;P 500 futures  and Nasdaq-100 futures  fell sharply to start Sunday&#39;s trading session, but recovered and entered positive territory following news of the potential summit. Dow futures, once down nearly 100 points Sunday, were last up 161 points.</p><p><img src=\"https://static.tigerbbs.com/7e9768596359b3dd8810665d303976a6\" tg-width=\"367\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/></p><p>Oil prices  initially jumped near $93 a barrel before reversing course following the announcement, but West Texas intermediate crude was last down to around $90.50 a barrel. A potential war between Russia and Ukraine could send oil prices over $100 a barrel, analysts have warned.</p><p>Late Sunday, French President Emmanuel Macron&#39;s office said that Biden and Putin have agreed &#34;in principle&#34; to a summit in the coming weeks, after a series of conversations with the French leader, but only if Russia does not invade Ukraine</p><p>The U.S. confirmed the announcement. &#34;President Biden accepted in principle a meeting with President Putin ... again, if an invasion hasn&#39;t happened. We are always ready for diplomacy,&#34; White House press secretary Jen Psaski said Sunday night.</p><p>That sharply defused tensions that had ratcheted higher earlier Sunday after Russia reneged on a pledge to withdraw tens of thousands of troops from neighboring Belarus at the conclusion of military exercises. U.S. officials said Sunday that Russia has decided to invade Ukraine, based on intelligence that field commanders have been given final  to prepare for an attack.</p><p>Read:What a Russian invasion of Ukraine would mean for the stock market, oil and other assets</p><p>The U.S. and its Western allies have vowed to impose tough sanctions against Russia if it invades, and Russia could retaliate by cutting oil and gas exports. Speaking at the Munich Security Conference on Sunday, Vice President Kamala Harris warned that U.S. consumers could be affected, paying higher energy prices.</p><p>Stocks have fallen for two consecutive weeks amid fears of a land war in Europe combined with rising inflation and the likelihood of multiple hikes in interest rates.</p><p>On Friday, the Dow  dropped 232.85 points, or 0.7%, to close at 34,079.18; the S&amp;P 500 index  fell 31.39 points, or 0.7%, to end at 4,348.87; and the Nasdaq Composite Index  declined 168.65 points, or 1.2%, to finish at 13,548.07, forming a bearish &#34;death cross&#34; chart for the first time in two years.</p><p>For the week, the Dow dropped 1.9%, the S&amp;P 500 fell 1.6% and the Nasdaq declined 1.8%.</p><p>U.S. markets will be closed Monday in observance of Presidents Day.</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>Stock Futures Reverse Early Losses after Biden, Putin Agree 'in Principle' to Summit</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\">\nStock Futures Reverse Early Losses after Biden, Putin Agree 'in Principle' to Summit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-02-21 11:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S stock-index futures bounced back from early-session losses Sunday after an announcement that President Joe Biden and Russia&#39;s Vladimir Putin have agreed in principle to a summit to ease tensions over Ukraine.</p><p>Dow Jones Industrial Average futures , S&amp;P 500 futures  and Nasdaq-100 futures  fell sharply to start Sunday&#39;s trading session, but recovered and entered positive territory following news of the potential summit. Dow futures, once down nearly 100 points Sunday, were last up 161 points.</p><p><img src=\"https://static.tigerbbs.com/7e9768596359b3dd8810665d303976a6\" tg-width=\"367\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/></p><p>Oil prices  initially jumped near $93 a barrel before reversing course following the announcement, but West Texas intermediate crude was last down to around $90.50 a barrel. A potential war between Russia and Ukraine could send oil prices over $100 a barrel, analysts have warned.</p><p>Late Sunday, French President Emmanuel Macron&#39;s office said that Biden and Putin have agreed &#34;in principle&#34; to a summit in the coming weeks, after a series of conversations with the French leader, but only if Russia does not invade Ukraine</p><p>The U.S. confirmed the announcement. &#34;President Biden accepted in principle a meeting with President Putin ... again, if an invasion hasn&#39;t happened. We are always ready for diplomacy,&#34; White House press secretary Jen Psaski said Sunday night.</p><p>That sharply defused tensions that had ratcheted higher earlier Sunday after Russia reneged on a pledge to withdraw tens of thousands of troops from neighboring Belarus at the conclusion of military exercises. U.S. officials said Sunday that Russia has decided to invade Ukraine, based on intelligence that field commanders have been given final  to prepare for an attack.</p><p>Read:What a Russian invasion of Ukraine would mean for the stock market, oil and other assets</p><p>The U.S. and its Western allies have vowed to impose tough sanctions against Russia if it invades, and Russia could retaliate by cutting oil and gas exports. Speaking at the Munich Security Conference on Sunday, Vice President Kamala Harris warned that U.S. consumers could be affected, paying higher energy prices.</p><p>Stocks have fallen for two consecutive weeks amid fears of a land war in Europe combined with rising inflation and the likelihood of multiple hikes in interest rates.</p><p>On Friday, the Dow  dropped 232.85 points, or 0.7%, to close at 34,079.18; the S&amp;P 500 index  fell 31.39 points, or 0.7%, to end at 4,348.87; and the Nasdaq Composite Index  declined 168.65 points, or 1.2%, to finish at 13,548.07, forming a bearish &#34;death cross&#34; chart for the first time in two years.</p><p>For the week, the Dow dropped 1.9%, the S&amp;P 500 fell 1.6% and the Nasdaq declined 1.8%.</p><p>U.S. markets will be closed Monday in observance of Presidents Day.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","SPY":"标普500ETF","BK4504":"桥水持仓",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213605754","content_text":"U.S stock-index futures bounced back from early-session losses Sunday after an announcement that President Joe Biden and Russia's Vladimir Putin have agreed in principle to a summit to ease tensions over Ukraine.Dow Jones Industrial Average futures , S&P 500 futures  and Nasdaq-100 futures  fell sharply to start Sunday's trading session, but recovered and entered positive territory following news of the potential summit. Dow futures, once down nearly 100 points Sunday, were last up 161 points.Oil prices  initially jumped near $93 a barrel before reversing course following the announcement, but West Texas intermediate crude was last down to around $90.50 a barrel. A potential war between Russia and Ukraine could send oil prices over $100 a barrel, analysts have warned.Late Sunday, French President Emmanuel Macron's office said that Biden and Putin have agreed \"in principle\" to a summit in the coming weeks, after a series of conversations with the French leader, but only if Russia does not invade UkraineThe U.S. confirmed the announcement. \"President Biden accepted in principle a meeting with President Putin ... again, if an invasion hasn't happened. We are always ready for diplomacy,\" White House press secretary Jen Psaski said Sunday night.That sharply defused tensions that had ratcheted higher earlier Sunday after Russia reneged on a pledge to withdraw tens of thousands of troops from neighboring Belarus at the conclusion of military exercises. U.S. officials said Sunday that Russia has decided to invade Ukraine, based on intelligence that field commanders have been given final  to prepare for an attack.Read:What a Russian invasion of Ukraine would mean for the stock market, oil and other assetsThe U.S. and its Western allies have vowed to impose tough sanctions against Russia if it invades, and Russia could retaliate by cutting oil and gas exports. Speaking at the Munich Security Conference on Sunday, Vice President Kamala Harris warned that U.S. consumers could be affected, paying higher energy prices.Stocks have fallen for two consecutive weeks amid fears of a land war in Europe combined with rising inflation and the likelihood of multiple hikes in interest rates.On Friday, the Dow  dropped 232.85 points, or 0.7%, to close at 34,079.18; the S&P 500 index  fell 31.39 points, or 0.7%, to end at 4,348.87; and the Nasdaq Composite Index  declined 168.65 points, or 1.2%, to finish at 13,548.07, forming a bearish \"death cross\" chart for the first time in two years.For the week, the Dow dropped 1.9%, the S&P 500 fell 1.6% and the Nasdaq declined 1.8%.U.S. markets will be closed Monday in observance of Presidents Day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094193407,"gmtCreate":1645073409318,"gmtModify":1676533994617,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094193407","repostId":"1147603941","repostType":4,"repost":{"id":"1147603941","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645071202,"share":"https://ttm.financial/m/news/1147603941?lang=&edition=fundamental","pubTime":"2022-02-17 12:13","market":"us","language":"en","title":"U.S. Stock Futures Tumbled,with Nasdaq Futures Falling 0.81%, S&P 500 Futures Falling 0.52%, and Dow Futures Falling 0.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=1147603941","media":"老虎资讯综合","summary":"U.S. Stock Futures Tumbled, with Nasdaq futures falling 0.81%, S&P 500 futures falling 0.52%, and Do","content":"<html><head></head><body><p>U.S. Stock Futures Tumbled, with Nasdaq futures falling 0.81%, S&amp;P 500 futures falling 0.52%, and Dow futures falling 0.32%, and Volatility Index rose over 5%.</p><p><img src=\"https://static.tigerbbs.com/88fbaa5f596d3e1f13535ad56a9fffe5\" tg-width=\"284\" tg-height=\"125\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c9c1907f3939313baa83fe6bbea1978b\" tg-width=\"768\" tg-height=\"567\" width=\"100%\" height=\"auto\"/></p><p>It is reported that Ukrainian armed forces fire mortars, grenades at 4 Luhansk regions.</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>U.S. Stock Futures Tumbled,with Nasdaq Futures Falling 0.81%, S&P 500 Futures Falling 0.52%, and Dow Futures Falling 0.32%</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\">\nU.S. Stock Futures Tumbled,with Nasdaq Futures Falling 0.81%, S&P 500 Futures Falling 0.52%, and Dow Futures Falling 0.32%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-02-17 12:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stock Futures Tumbled, with Nasdaq futures falling 0.81%, S&amp;P 500 futures falling 0.52%, and Dow futures falling 0.32%, and Volatility Index rose over 5%.</p><p><img src=\"https://static.tigerbbs.com/88fbaa5f596d3e1f13535ad56a9fffe5\" tg-width=\"284\" tg-height=\"125\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c9c1907f3939313baa83fe6bbea1978b\" tg-width=\"768\" tg-height=\"567\" width=\"100%\" height=\"auto\"/></p><p>It is reported that Ukrainian armed forces fire mortars, grenades at 4 Luhansk regions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147603941","content_text":"U.S. Stock Futures Tumbled, with Nasdaq futures falling 0.81%, S&P 500 futures falling 0.52%, and Dow futures falling 0.32%, and Volatility Index rose over 5%.It is reported that Ukrainian armed forces fire mortars, grenades at 4 Luhansk regions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073618722,"gmtCreate":1657333293566,"gmtModify":1676535993529,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Ml","listText":"Ml","text":"Ml","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073618722","repostId":"1175896146","repostType":4,"repost":{"id":"1175896146","kind":"news","pubTimestamp":1657330995,"share":"https://ttm.financial/m/news/1175896146?lang=&edition=fundamental","pubTime":"2022-07-09 09:43","market":"us","language":"en","title":"Is TSLA Stock a Buy Ahead of the Tesla Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175896146","media":"InvestorPlace","summary":"The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called t","content":"<html><head></head><body><ul><li>The <b>Tesla</b>(<b><u>TSLA</u></b>) stock split vote is rapidly approaching.</li><li>Recent turbulence in TSLA stock has called the shares into question.</li><li>While it has been volatile, investors shouldn&#39;t be concerned about the potential split.</li></ul><p>The summer of stock splitsis just heating up. This week brought announcements from <b>Gamestop</b>(NYSE:<b><u>GME</u></b>) and <b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>), but investors shouldn’t lose sight of what promises to be the most important split of the season.<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) shareholders are voting on the proposed stock split on Aug. 4. If they vote in its favor, it will mean a significant catalyst for TSLA stock.</p><p>Let’s take a closer look at the potential Tesla stock split and why TSLA is still a buy as it approaches.</p><p><b>Inside the Tesla Stock Split</b></p><p>Investors have plenty of reason to approach TSLA stock with caution. It is up 3% today, but has still shed more than 27% of its value over the past six months. Supply chain constraints and broad market forces have made it difficult for high-growth tech stocks to thrive, but there have also been plenty of negative Tesla-specific catalysts.</p><p>The company’s second-quarter deliveries fell by 18%, disappointing many experts. CEO Elon Musk has classified Tesla’s factories as“gigantic money furnaces,” and more recently placed the company’s Shanghai and Berlin plants on a two week pause.</p><p>However, investors shouldn’t be confused by the bearish chatter. The majority of analysts remain bullish on TSLA stock. As<i>InvestorPlace</i>writer William White reports, experts from Deutsche Bank, Wedbush and Oppenheimer still regard it as a buy. They know while Tesla has had a difficult year, it still has the potential to keep growing, especially with the pending stock split.</p><p>No one should have any doubts that the Tesla stock split will move forward. It is still contingent on shareholder approval, but investors have strong incentive to vote in its favor. They remember that TSLA stock surged 80%in the weeks leading up to the 2020 split through its finalization.</p><p>After a difficult year, investors want to see Tesla soar back to its early 2022 highs. A stock split is a quick and easy path to a price per share of $1,000 at a time when Tesla has struggled significantly.</p><p><b>The Road Ahead for TSLA Stock</b></p><p>TSLA stock is still a buy ahead of the split. Granted, the proposal is for a 3-for-1 stock split, while the 2020 stock split was a 5-for-1. It may not yield gains of that magnitude, but it can absolutely trigger a trading frenzy as new investors rush to scoop up newly discounted TSLA shares. The company’s stock has plenty of potential to start rising, and when it does, investors who bought on the stock split dip will reap the benefits.</p><p>Tesla is already encouraging investors to vote in favor of the split. The company has made it clear that it feels the move is in the best interests of everyone, including shareholders. With history on its side, it’s hard to argue.</p><p>As<i>InvestorPlace</i>contributor Faizan Farooque recently noted, the stock has multiple growth levers that can propel it forward as market momentum shifts and bearish energy fades. The Tesla stock split is an opportunity for both new and current investors to profit.</p></body></html>","source":"lsy1606302653667","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 TSLA Stock a Buy Ahead of the Tesla Stock Split?</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 TSLA Stock a Buy Ahead of the Tesla Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called the shares into question.While it has been volatile, investors shouldn't be concerned about the ...</p>\n\n<a href=\"https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/07/is-tsla-stock-a-buy-ahead-of-the-tesla-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175896146","content_text":"The Tesla(TSLA) stock split vote is rapidly approaching.Recent turbulence in TSLA stock has called the shares into question.While it has been volatile, investors shouldn't be concerned about the potential split.The summer of stock splitsis just heating up. This week brought announcements from Gamestop(NYSE:GME) and Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL), but investors shouldn’t lose sight of what promises to be the most important split of the season.Tesla(NASDAQ:TSLA) shareholders are voting on the proposed stock split on Aug. 4. If they vote in its favor, it will mean a significant catalyst for TSLA stock.Let’s take a closer look at the potential Tesla stock split and why TSLA is still a buy as it approaches.Inside the Tesla Stock SplitInvestors have plenty of reason to approach TSLA stock with caution. It is up 3% today, but has still shed more than 27% of its value over the past six months. Supply chain constraints and broad market forces have made it difficult for high-growth tech stocks to thrive, but there have also been plenty of negative Tesla-specific catalysts.The company’s second-quarter deliveries fell by 18%, disappointing many experts. CEO Elon Musk has classified Tesla’s factories as“gigantic money furnaces,” and more recently placed the company’s Shanghai and Berlin plants on a two week pause.However, investors shouldn’t be confused by the bearish chatter. The majority of analysts remain bullish on TSLA stock. AsInvestorPlacewriter William White reports, experts from Deutsche Bank, Wedbush and Oppenheimer still regard it as a buy. They know while Tesla has had a difficult year, it still has the potential to keep growing, especially with the pending stock split.No one should have any doubts that the Tesla stock split will move forward. It is still contingent on shareholder approval, but investors have strong incentive to vote in its favor. They remember that TSLA stock surged 80%in the weeks leading up to the 2020 split through its finalization.After a difficult year, investors want to see Tesla soar back to its early 2022 highs. A stock split is a quick and easy path to a price per share of $1,000 at a time when Tesla has struggled significantly.The Road Ahead for TSLA StockTSLA stock is still a buy ahead of the split. Granted, the proposal is for a 3-for-1 stock split, while the 2020 stock split was a 5-for-1. It may not yield gains of that magnitude, but it can absolutely trigger a trading frenzy as new investors rush to scoop up newly discounted TSLA shares. The company’s stock has plenty of potential to start rising, and when it does, investors who bought on the stock split dip will reap the benefits.Tesla is already encouraging investors to vote in favor of the split. The company has made it clear that it feels the move is in the best interests of everyone, including shareholders. With history on its side, it’s hard to argue.AsInvestorPlacecontributor Faizan Farooque recently noted, the stock has multiple growth levers that can propel it forward as market momentum shifts and bearish energy fades. The Tesla stock split is an opportunity for both new and current investors to profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096308550,"gmtCreate":1644292725128,"gmtModify":1676533909430,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096308550","repostId":"2209370821","repostType":4,"repost":{"id":"2209370821","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1644273830,"share":"https://ttm.financial/m/news/2209370821?lang=&edition=fundamental","pubTime":"2022-02-08 06:43","market":"us","language":"en","title":"Wall Street ends lower as Meta Platforms weighs","url":"https://stock-news.laohu8.com/highlight/detail?id=2209370821","media":"Reuters","summary":"* Peloton up on reports of potential buyout offer from Amazon* Tyson Foods firms on upbeat quarterly","content":"<html><head></head><body><p>* Peloton up on reports of potential buyout offer from Amazon</p><p>* Tyson Foods firms on upbeat quarterly results</p><p>* Indexes end: Dow flat, S&amp;P 500 -0.37%, Nasdaq -0.58%</p><p>Feb 7 (Reuters) - Wall Street ended lower on Monday, as investors digested recent quarterly results from Facebook owner Meta Platforms and other megacaps, while Peloton jumped following reports of interest from potential buyers, including Amazon.</p><p>Meta Platforms fell 5.1%, adding to losses after its bleak forecast last week caused a record plunge in the social media company&#39;s stock market value.</p><p>Meta was among the companies that weighed on the S&amp;P 500 more than any other stock, while Nvidiarose 1.7% and lifted the index more than any other stock.</p><p>Amazon.com Inc rose 0.2% after expanding its market capitalization by around $190 billion on Friday on the back of blowout earnings.</p><p>Peloton Interactive Inc surged almost 21% following reports that Amazon and Nike are exploring potential buyout offers for the stationary bike maker.</p><p>Reflecting investors&#39; recent aversion to tech and other stocks with high valuations, the S&amp;P 500 growth index lost 0.9%, while the value index added 0.1%.</p><p>The S&amp;P 500 remains down more than 5% so far in 2022, with investors worried that the U.S. Federal Reserve could raise interest rates faster than expected.</p><p>&#34;Buying the dip was a foregone conclusion until 2022. There is no more guaranteed buying on the dip,&#34; said Jake Dolllarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;We&#39;re seeing corrections in indexes and individual securities on a daily and weekly basis.&#34;</p><p>The Dow Jones Industrial Average remained unchanged to end at 35,091.13 points, while the S&amp;P 500 lost 0.37% to 4,483.87.</p><p>The Nasdaq Composite dropped 0.58% to 14,015.67.</p><p>Tyson Foods Inc surged about 17% after the meatpacker&#39;s first-quarter profit nearly doubled and surged past estimates on the back of higher prices.</p><p>Of 278 companies in the S&amp;P 500 that have posted earnings as of Friday, 78% reported above analysts&#39; expectations, according to Refinitiv data.</p><p>An unexpectedly strong jobs report last week added to investors&#39; concerns about potentially aggressive monetary policy tightening by the Fed. Key inflation data for January is due on Thursday.</p><p>Markets are now pricing in a one-in-three chance the Fed might hike by a full 50 basis points in March and the prospect of rates reaching 1.5% by year end.</p><p>Spirit Airlines Inc jumped 17% after it and Frontier Group Holdings unveiled plans to create the fifth-largest U.S. airline in a $2.9 billion tie-up. That lifted the S&amp;P 1500 Airlines Index over 3%.</p><p>U.S.-listed shares of China&#39;s Alibaba Group Holding fell about 6% after it registered an additional 1 billion American depositary shares.</p><p>Volume on U.S. exchanges was 10.2 billion shares, compared with a 12.4 billion average over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.16-to-1 ratio; on Nasdaq, a 1.33-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and six new lows; the Nasdaq Composite recorded 37 new highs and 98 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends lower as Meta Platforms weighs</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\">\nWall Street ends lower as Meta Platforms weighs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-08 06:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Peloton up on reports of potential buyout offer from Amazon</p><p>* Tyson Foods firms on upbeat quarterly results</p><p>* Indexes end: Dow flat, S&amp;P 500 -0.37%, Nasdaq -0.58%</p><p>Feb 7 (Reuters) - Wall Street ended lower on Monday, as investors digested recent quarterly results from Facebook owner Meta Platforms and other megacaps, while Peloton jumped following reports of interest from potential buyers, including Amazon.</p><p>Meta Platforms fell 5.1%, adding to losses after its bleak forecast last week caused a record plunge in the social media company&#39;s stock market value.</p><p>Meta was among the companies that weighed on the S&amp;P 500 more than any other stock, while Nvidiarose 1.7% and lifted the index more than any other stock.</p><p>Amazon.com Inc rose 0.2% after expanding its market capitalization by around $190 billion on Friday on the back of blowout earnings.</p><p>Peloton Interactive Inc surged almost 21% following reports that Amazon and Nike are exploring potential buyout offers for the stationary bike maker.</p><p>Reflecting investors&#39; recent aversion to tech and other stocks with high valuations, the S&amp;P 500 growth index lost 0.9%, while the value index added 0.1%.</p><p>The S&amp;P 500 remains down more than 5% so far in 2022, with investors worried that the U.S. Federal Reserve could raise interest rates faster than expected.</p><p>&#34;Buying the dip was a foregone conclusion until 2022. There is no more guaranteed buying on the dip,&#34; said Jake Dolllarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. &#34;We&#39;re seeing corrections in indexes and individual securities on a daily and weekly basis.&#34;</p><p>The Dow Jones Industrial Average remained unchanged to end at 35,091.13 points, while the S&amp;P 500 lost 0.37% to 4,483.87.</p><p>The Nasdaq Composite dropped 0.58% to 14,015.67.</p><p>Tyson Foods Inc surged about 17% after the meatpacker&#39;s first-quarter profit nearly doubled and surged past estimates on the back of higher prices.</p><p>Of 278 companies in the S&amp;P 500 that have posted earnings as of Friday, 78% reported above analysts&#39; expectations, according to Refinitiv data.</p><p>An unexpectedly strong jobs report last week added to investors&#39; concerns about potentially aggressive monetary policy tightening by the Fed. Key inflation data for January is due on Thursday.</p><p>Markets are now pricing in a one-in-three chance the Fed might hike by a full 50 basis points in March and the prospect of rates reaching 1.5% by year end.</p><p>Spirit Airlines Inc jumped 17% after it and Frontier Group Holdings unveiled plans to create the fifth-largest U.S. airline in a $2.9 billion tie-up. That lifted the S&amp;P 1500 Airlines Index over 3%.</p><p>U.S.-listed shares of China&#39;s Alibaba Group Holding fell about 6% after it registered an additional 1 billion American depositary shares.</p><p>Volume on U.S. exchanges was 10.2 billion shares, compared with a 12.4 billion average over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.16-to-1 ratio; on Nasdaq, a 1.33-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and six new lows; the Nasdaq Composite recorded 37 new highs and 98 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","PTON":"Peloton Interactive, Inc.","BK4551":"寇图资本持仓","SAVE":"Spirit Airlines","TSN":"泰森食品","BK4548":"巴美列捷福持仓","AMZN":"亚马逊","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团",".DJI":"道琼斯","BK4525":"远程办公概念",".IXIC":"NASDAQ Composite","BK4508":"社交媒体","BK4524":"宅经济概念",".SPX":"S&P 500 Index","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4550":"红杉资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209370821","content_text":"* Peloton up on reports of potential buyout offer from Amazon* Tyson Foods firms on upbeat quarterly results* Indexes end: Dow flat, S&P 500 -0.37%, Nasdaq -0.58%Feb 7 (Reuters) - Wall Street ended lower on Monday, as investors digested recent quarterly results from Facebook owner Meta Platforms and other megacaps, while Peloton jumped following reports of interest from potential buyers, including Amazon.Meta Platforms fell 5.1%, adding to losses after its bleak forecast last week caused a record plunge in the social media company's stock market value.Meta was among the companies that weighed on the S&P 500 more than any other stock, while Nvidiarose 1.7% and lifted the index more than any other stock.Amazon.com Inc rose 0.2% after expanding its market capitalization by around $190 billion on Friday on the back of blowout earnings.Peloton Interactive Inc surged almost 21% following reports that Amazon and Nike are exploring potential buyout offers for the stationary bike maker.Reflecting investors' recent aversion to tech and other stocks with high valuations, the S&P 500 growth index lost 0.9%, while the value index added 0.1%.The S&P 500 remains down more than 5% so far in 2022, with investors worried that the U.S. Federal Reserve could raise interest rates faster than expected.\"Buying the dip was a foregone conclusion until 2022. There is no more guaranteed buying on the dip,\" said Jake Dolllarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"We're seeing corrections in indexes and individual securities on a daily and weekly basis.\"The Dow Jones Industrial Average remained unchanged to end at 35,091.13 points, while the S&P 500 lost 0.37% to 4,483.87.The Nasdaq Composite dropped 0.58% to 14,015.67.Tyson Foods Inc surged about 17% after the meatpacker's first-quarter profit nearly doubled and surged past estimates on the back of higher prices.Of 278 companies in the S&P 500 that have posted earnings as of Friday, 78% reported above analysts' expectations, according to Refinitiv data.An unexpectedly strong jobs report last week added to investors' concerns about potentially aggressive monetary policy tightening by the Fed. Key inflation data for January is due on Thursday.Markets are now pricing in a one-in-three chance the Fed might hike by a full 50 basis points in March and the prospect of rates reaching 1.5% by year end.Spirit Airlines Inc jumped 17% after it and Frontier Group Holdings unveiled plans to create the fifth-largest U.S. airline in a $2.9 billion tie-up. That lifted the S&P 1500 Airlines Index over 3%.U.S.-listed shares of China's Alibaba Group Holding fell about 6% after it registered an additional 1 billion American depositary shares.Volume on U.S. exchanges was 10.2 billion shares, compared with a 12.4 billion average over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.16-to-1 ratio; on Nasdaq, a 1.33-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and six new lows; the Nasdaq Composite recorded 37 new highs and 98 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900231668,"gmtCreate":1658712873754,"gmtModify":1676536195868,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900231668","repostId":"2254129006","repostType":4,"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007791195,"gmtCreate":1642997912003,"gmtModify":1676533763652,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"more contents is on telegram them Netflix","listText":"more contents is on telegram them Netflix","text":"more contents is on telegram them Netflix","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007791195","repostId":"1173078397","repostType":4,"repost":{"id":"1173078397","kind":"news","pubTimestamp":1642995439,"share":"https://ttm.financial/m/news/1173078397?lang=&edition=fundamental","pubTime":"2022-01-24 11:37","market":"us","language":"en","title":"The Sky Is Falling for Netflix","url":"https://stock-news.laohu8.com/highlight/detail?id=1173078397","media":"CNN Business","summary":"New York (CNN Business) - Just like its comedy film \"Don't Look Up,\" the sky may be falling for Netf","content":"<html><head></head><body><p><b>New York (CNN Business) -</b> Just like its comedy film &#34;Don&#39;t Look Up,&#34; the sky may be falling for Netflix.</p><p>Netflix&#39;s stock has tumbled 41% from the all-time high it hit just two months ago. It&#39;s gaining subscribers at a painfully slow pace. Competition is heating up.</p><p>The company&#39;s answer to all that: It just raised prices on North American customers.</p><p>After surging to the top of the streaming mountain, Netflix is struggling to climb higher as its rivals gain more ground.</p><p>&#34;It looks like they&#39;re hitting maturity,&#34; Michael Nathanson, a media analyst at MoffettNathanson, told CNN Business. &#34;They keep raising their prices, and now in order to maintain a level of subscribers they have, they continually add more and more new content, and content is inherently a hard business to predict with peaks and valleys.&#34;</p><p><b>Don&#39;t look up</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d160dbef77396a701f52a5d78a5c78c\" tg-width=\"780\" tg-height=\"438\" referrerpolicy=\"no-referrer\"/><span>&#34;Don&#39;t Look Up&#34; was a buzzy hit for Netflix, but subscribers were still sluggish.</span></p><p>It wasn&#39;t that long ago that Netflix was a stock darling, but those days now feel like eons ago. The company&#39;s stock peaked just south of $700 in November, but has since dropped to around $400 on Friday.</p><p>Netflix ended 2021 with 221.8 million subscribers. That&#39;s significantly more than others in the streaming marketplace, including Disney, one of its closest competitors. Disney had 118.1 million subscribers as of October, and it grew subscriptions 60% between October 2020 and October 2021. During that same period, Netflix grew just 9%.</p><p>Disney hasn&#39;t yet reported its financial results for the last three months of 2021. But Netflix&#39;s growth slowed even further in the fourth quarter to just 8%. (And Disney&#39;s growth last quarter spooked Wall Street too.)</p><p>Netflix is struggling to find more people to sign up in the markets it has been playing in the longest — particularly the United States — noted Nathanson. The company is going to have to &#34;start aggressively going after growth in developing markets,&#34; such as India and other Asian Pacific countries, to keep moving forward, he added.</p><p>The problem with relying exclusively on subscriptions for revenue is: after a while, you run out of people who haven&#39;t subscribed. That&#39;s bad news for Wall Street investors who are mostly concerned with companies&#39; abilities to grow.</p><p>Zak Shaikh, vice president of programming at research-based media firm Magid, believes that Netflix&#39;s fall is more of &#34;a Wall Street thing&#34; rather than &#34;something that reflects the business is in trouble.&#34;</p><p>&#34;They still added subs, and they still have the same high usage and viewing metrics,&#34; he added. However, even Shaikh pointed out that in the long term, &#34;Netflix(NFLX) will have to deal with the fact that you can&#39;t keep adding subscribers.&#34;</p><p>One way the company has tried to offset its slowing growth is by investing in other verticals,such as gaming. Another way is to raise prices, but that could prove difficult as fierce competition ramps up.</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>The Sky Is Falling for Netflix</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Sky Is Falling for Netflix\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/01/21/media/netflix-stock-drop/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Just like its comedy film \"Don't Look Up,\" the sky may be falling for Netflix.Netflix's stock has tumbled 41% from the all-time high it hit just two months ago. It's gaining ...</p>\n\n<a href=\"https://edition.cnn.com/2022/01/21/media/netflix-stock-drop/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://edition.cnn.com/2022/01/21/media/netflix-stock-drop/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173078397","content_text":"New York (CNN Business) - Just like its comedy film \"Don't Look Up,\" the sky may be falling for Netflix.Netflix's stock has tumbled 41% from the all-time high it hit just two months ago. It's gaining subscribers at a painfully slow pace. Competition is heating up.The company's answer to all that: It just raised prices on North American customers.After surging to the top of the streaming mountain, Netflix is struggling to climb higher as its rivals gain more ground.\"It looks like they're hitting maturity,\" Michael Nathanson, a media analyst at MoffettNathanson, told CNN Business. \"They keep raising their prices, and now in order to maintain a level of subscribers they have, they continually add more and more new content, and content is inherently a hard business to predict with peaks and valleys.\"Don't look up\"Don't Look Up\" was a buzzy hit for Netflix, but subscribers were still sluggish.It wasn't that long ago that Netflix was a stock darling, but those days now feel like eons ago. The company's stock peaked just south of $700 in November, but has since dropped to around $400 on Friday.Netflix ended 2021 with 221.8 million subscribers. That's significantly more than others in the streaming marketplace, including Disney, one of its closest competitors. Disney had 118.1 million subscribers as of October, and it grew subscriptions 60% between October 2020 and October 2021. During that same period, Netflix grew just 9%.Disney hasn't yet reported its financial results for the last three months of 2021. But Netflix's growth slowed even further in the fourth quarter to just 8%. (And Disney's growth last quarter spooked Wall Street too.)Netflix is struggling to find more people to sign up in the markets it has been playing in the longest — particularly the United States — noted Nathanson. The company is going to have to \"start aggressively going after growth in developing markets,\" such as India and other Asian Pacific countries, to keep moving forward, he added.The problem with relying exclusively on subscriptions for revenue is: after a while, you run out of people who haven't subscribed. That's bad news for Wall Street investors who are mostly concerned with companies' abilities to grow.Zak Shaikh, vice president of programming at research-based media firm Magid, believes that Netflix's fall is more of \"a Wall Street thing\" rather than \"something that reflects the business is in trouble.\"\"They still added subs, and they still have the same high usage and viewing metrics,\" he added. However, even Shaikh pointed out that in the long term, \"Netflix(NFLX) will have to deal with the fact that you can't keep adding subscribers.\"One way the company has tried to offset its slowing growth is by investing in other verticals,such as gaming. Another way is to raise prices, but that could prove difficult as fierce competition ramps up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045366069,"gmtCreate":1656562060251,"gmtModify":1676535854819,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045366069","repostId":"2247799048","repostType":4,"repost":{"id":"2247799048","kind":"highlight","pubTimestamp":1656572520,"share":"https://ttm.financial/m/news/2247799048?lang=&edition=fundamental","pubTime":"2022-06-30 15:02","market":"us","language":"en","title":"Amazon Is Not Alibaba In This Correction Phase","url":"https://stock-news.laohu8.com/highlight/detail?id=2247799048","media":"Seekingalpha","summary":"Amazon (NASDAQ:AMZN) seems to be facing a massive headwind due to regulatory pressures in US as well","content":"<html><head></head><body><p>Amazon (NASDAQ:AMZN) seems to be facing a massive headwind due to regulatory pressures in US as well as important international regions. The regulatory concerns are overhyped by Wall Street because there are few issues against Amazon which will cause a long-term erosion of its growth potential. Alibaba (BABA) has seen over 60% of its stock value decline in 2021 due to regulatory issues in China. However, it should be noted that Alibaba has a very high dependence on its Chinese market. The revenue base of Amazon is much more diversified. Amazon has also built a variety of business segments that should shield against any major regulatory roadblock making Amazon stock a Strong Buy at the current price point.</p><p>A key concern for regulators is that Amazon prioritizes its own branded goods against other sellers on its e-commerce platform. However, this is the same business model used by offline retailers like Costco (COST), Walmart (WMT), Kroger (KR) and others in US. Even major European retailers like Aldi, Lidl, Tesco, and others are known to advertise their own store-branded products. Amazon&#39;s own branded goods also form a very small fraction of total e-commerce business. If there is strong opposition to it, we could see the management reduce these products without causing a negative impact on the key metrics of the company.</p><p>Amazon also does not have a high market share in any single segment it operates in. The market share is barely 40% in cloud computing, 10% in online advertising, and less than 10% in the total retail market. Even the e-commerce market share of the company is falling as other online competitors ramp up their own operations. This should limit any anti-monopolistic legislation against the company.</p><p>Investors looking for a buy-and-hold strategy in Amazon should not worry about regulatory challenges. The company is in a good position to weather most of the regulatory headwinds and still deliver healthy growth over the next few years.</p><h2>Short-term correction phase</h2><p>Amazon has seen a significant correction in the last three months as news of higher inflationary headwinds started trickling in. The correction in Amazon stock is higher than all other big tech companies including Apple (AAPL), Alphabet (GOOG), Microsoft (MSFT), and even <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META).</p><p></p><p><img src=\"https://static.tigerbbs.com/073967acb882b9814134594b470b2eb4\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>Figure 1: Correction in Amazon stock outpaces other Big Tech companies.</p><p>One of the reasons behind this correction has been the scary growth numbers reported by Amazon. Wall Street has seen the headline single-digit growth numbers and developed a bearish sentiment towards the stock. However, it is very important to dig deeper into the growth rates of individual segments. The most lucrative segments for Amazon are AWS, advertising, and subscription. All these three segments have reported good growth rates which has increased their contribution to the revenue mix.</p><p>The current inflationary challenge is caused due to higher energy costs and the rebound in most economies as the pandemic restrictions have reduced. These factors are likely to be transitory and do not impact the long-term growth trajectory of Amazon.</p><p>It should also be noted that Amazon had tougher comps in the latest quarter. In the year-ago quarter, Amazon delivered over 40% YoY revenue growth. Hence, the lower growth in the latest quarter was more about absorbing the pandemic-related growth jump. From next quarter, Amazon will start seeing easier comps which should help the company report better growth rates.</p><p>Amazon still faces long-term risk due to regulatory headwinds. However, the company has been able to build a strong moat to weather the regulatory storm. The revenue mix is well-diversified between AWS, advertising, subscription, e-commerce, hardware and other businesses. Amazon also receives a big chunk of revenue from different international regions which should reduce the regulatory risk in a particular region. In this aspect, Amazon is placed in a better position compared to Alibaba.</p><h2>Amazon is not Alibaba</h2><p>There are several differences between Amazon and Alibaba in terms of their regulatory battles. However, one of the main differences is that Alibaba had to absorb extreme regulatory pressure due to its Chinese operations. On the other hand, Amazon has recourse to courts in US, Europe, India and other regions. It has recently seen positive results from a $1 billion fine that was levied on it in Europe in July. FTC has recently launched a case against Amazon saying that it shows &#34;deceptive&#34; ads on its search results. While the final judgment might go against Amazon, it would not be as heavy-handed an approach as faced by Alibaba.</p><p>Amazon also went to the courts in India during its battle with another retail giant. Even though Amazon does not have a home team advantage in India, it is able to pursue all available legal options. This is a major difference from Alibaba&#39;s position in China.</p><p>Amazon also has a wider mix of services within its revenue base compared to Alibaba. Amazon has built an enviable computing business, a strong online advertising segment, a subscription business, and is geographically very diverse.</p><p></p><p><img src=\"https://static.tigerbbs.com/6982884757604b8fd92ebce683c1ab92\" tg-width=\"640\" tg-height=\"99\" referrerpolicy=\"no-referrer\"/></p><p>Company Filings</p><p>Figure 2: International segment revenue base of Amazon.</p><p>Amazon&#39;s international segment revenue has crossed $125 billion in the trailing twelve months. This is equal to 28% of the total revenue base of the company. AWS is available across the globe and has a better economic moat than Alibaba Cloud which heavily depends on its business in China.</p><h2>Monopolistic market share</h2><p>Amazon looks like a behemoth in terms of its market valuation and presence in different segments. However, it does not fulfill the basic requirement of being a monopolistic player which is a massive market share. Most of the segments where Amazon is present have a market share of less than 30%. Even businesses like cloud computing in which Amazon had a first-mover advantage have a market share of less than 50%.</p><p></p><p><img src=\"https://static.tigerbbs.com/53509346a010a716676106b1e7e2e547\" tg-width=\"870\" tg-height=\"515\" referrerpolicy=\"no-referrer\"/></p><p>Gartner</p><p>Figure 3: Market share of vendors in Infrastructure as a service.</p><p>According to the above chart by Gartner, Amazon&#39;s cloud market share is declining while Microsoft (MSFT), Google (GOOG), and others are increasing their market share. The market share of AWS in the cloud segment is far from the monopolistic market share of Google in online search or Meta Platforms (META) in social media industry. If we see some anti-monopolistic legislation against Big Tech, Amazon would not be in the front trenches.</p><p>Similarly, Amazon&#39;s market share in online advertising is very low compared to the duopoly of Google and Facebook. Even the e-commerce market share of Amazon is quite low considering it was a market innovator in this space.</p><p></p><p><img src=\"https://static.tigerbbs.com/100dc5dc5e55e6963db0f0a5aad16a50\" tg-width=\"510\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>eMarketer</p><p>Figure 4: e-commerce market share of companies.</p><h2>Self-promotion</h2><p>Another big regulatory issue that is mentioned for Amazon is that it promotes its own branded products against other vendors. An ideal example is AmazonBasics which become the top private label brand on its e-commerce platform. However, a similar business model is followed by every retailer. Costco&#39;s Kirkland Signature private label is now one of the biggest private brand in US with over $40 billion in revenue. Walmart has its own range of private labels. European retailers like Aldi, Lidl, Tesco, and others are well known for promoting their own store brands. This practice has been used for several decades without any regulatory issues.</p><p>The only difference is that these companies work in the offline space while Amazon works in the online space. However, as most of these companies ramp up their own online retail platforms, they would be promoting their own private labels. This makes the argument against Amazon quite moot.</p><p>It is also important to note that most of the profits for Amazon do not come from its e-commerce business. The AWS segment alone has been contributing close to 60% of its operating income. Advertising and subscription are also very important and rapidly growing segments for Amazon. Hence, it would not be a major disruption for Amazon if it is asked to reduce the promotion of its private labels on the e-commerce platform.</p><h2>Long-term growth options</h2><p>A big hurdle against future growth in stock valuation for Amazon is that it is already too big. However, this argument might be wrong because a large part of Amazon&#39;s valuation comes from its international operations. For example, Amazon&#39;s operations in India could have a standalone valuation of over $100 billion depending on peer comparison of other players in this region. Walmart&#39;s Flipkart in India is looking for an IPO in 2023 at close to $70 billion valuation and it does not have a streaming platform or subscription business like Amazon India.</p><p>Amazon is also improving its high-margin businesses like advertising, AWS, and subscription. Hence, even with low revenue growth, we could see faster growth in the operating income over the next few quarters which can drive bullish sentiment for the stock.</p><p></p><p><img src=\"https://static.tigerbbs.com/3f1fabddd11bdfcb14427928267c99fa\" tg-width=\"640\" tg-height=\"178\" referrerpolicy=\"no-referrer\"/></p><p>Amazon Filings</p><p>Figure 5: Amazon&#39;s revenue growth in subscription, AWS, and advertising business.</p><p>Amazon reported over $34 billion of revenue from AWS, subscriptions, and advertising in the latest quarter. On an annualized basis this is close to $140 billion. The revenue share of these high-growth segments is over 30% in the latest quarter. Almost all the incremental revenue for Amazon is coming from these high-margin segments. This will be the key driver for future stock growth in Amazon. All these businesses face lower regulatory hurdles compared to Amazon&#39;s e-commerce business. Hence, the regulatory headwinds are unlikely to become a long-term challenge for the company.</p><h2>Investor Takeaway</h2><p>Amazon is facing a number of regulatory issues, however, this will not be a big obstacle to future stock growth. Amazon has a well-diversified revenue base in different regions of the globe. This is a key advantage of Amazon compared to Alibaba which depended heavily on its business in China. Amazon does not have a monopolistic market share in a single segment where it operates. This should reduce any fines or antitrust regulations against the company.</p><p>The future valuation growth for the company will be through its AWS, subscription, and advertising business. These segments already contribute over 30% of the revenue base for Amazon and have a much higher contribution in terms of operating income. These businesses face much lower regulatory scrutiny and should allow the company to increase its operating income at a faster pace compared to overall revenue growth. Amazon stock remains a Strong Buy for investors with a longer investment horizon and it is unlikely that regulatory challenges will limit the future growth of the company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Not Alibaba In This Correction Phase</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 Is Not Alibaba In This Correction Phase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 15:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520920-amazon-is-not-alibaba-in-this-correction-phase><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon (NASDAQ:AMZN) seems to be facing a massive headwind due to regulatory pressures in US as well as important international regions. The regulatory concerns are overhyped by Wall Street because ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520920-amazon-is-not-alibaba-in-this-correction-phase\">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://seekingalpha.com/article/4520920-amazon-is-not-alibaba-in-this-correction-phase","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247799048","content_text":"Amazon (NASDAQ:AMZN) seems to be facing a massive headwind due to regulatory pressures in US as well as important international regions. The regulatory concerns are overhyped by Wall Street because there are few issues against Amazon which will cause a long-term erosion of its growth potential. Alibaba (BABA) has seen over 60% of its stock value decline in 2021 due to regulatory issues in China. However, it should be noted that Alibaba has a very high dependence on its Chinese market. The revenue base of Amazon is much more diversified. Amazon has also built a variety of business segments that should shield against any major regulatory roadblock making Amazon stock a Strong Buy at the current price point.A key concern for regulators is that Amazon prioritizes its own branded goods against other sellers on its e-commerce platform. However, this is the same business model used by offline retailers like Costco (COST), Walmart (WMT), Kroger (KR) and others in US. Even major European retailers like Aldi, Lidl, Tesco, and others are known to advertise their own store-branded products. Amazon's own branded goods also form a very small fraction of total e-commerce business. If there is strong opposition to it, we could see the management reduce these products without causing a negative impact on the key metrics of the company.Amazon also does not have a high market share in any single segment it operates in. The market share is barely 40% in cloud computing, 10% in online advertising, and less than 10% in the total retail market. Even the e-commerce market share of the company is falling as other online competitors ramp up their own operations. This should limit any anti-monopolistic legislation against the company.Investors looking for a buy-and-hold strategy in Amazon should not worry about regulatory challenges. The company is in a good position to weather most of the regulatory headwinds and still deliver healthy growth over the next few years.Short-term correction phaseAmazon has seen a significant correction in the last three months as news of higher inflationary headwinds started trickling in. The correction in Amazon stock is higher than all other big tech companies including Apple (AAPL), Alphabet (GOOG), Microsoft (MSFT), and even Meta Platforms (META).YchartsFigure 1: Correction in Amazon stock outpaces other Big Tech companies.One of the reasons behind this correction has been the scary growth numbers reported by Amazon. Wall Street has seen the headline single-digit growth numbers and developed a bearish sentiment towards the stock. However, it is very important to dig deeper into the growth rates of individual segments. The most lucrative segments for Amazon are AWS, advertising, and subscription. All these three segments have reported good growth rates which has increased their contribution to the revenue mix.The current inflationary challenge is caused due to higher energy costs and the rebound in most economies as the pandemic restrictions have reduced. These factors are likely to be transitory and do not impact the long-term growth trajectory of Amazon.It should also be noted that Amazon had tougher comps in the latest quarter. In the year-ago quarter, Amazon delivered over 40% YoY revenue growth. Hence, the lower growth in the latest quarter was more about absorbing the pandemic-related growth jump. From next quarter, Amazon will start seeing easier comps which should help the company report better growth rates.Amazon still faces long-term risk due to regulatory headwinds. However, the company has been able to build a strong moat to weather the regulatory storm. The revenue mix is well-diversified between AWS, advertising, subscription, e-commerce, hardware and other businesses. Amazon also receives a big chunk of revenue from different international regions which should reduce the regulatory risk in a particular region. In this aspect, Amazon is placed in a better position compared to Alibaba.Amazon is not AlibabaThere are several differences between Amazon and Alibaba in terms of their regulatory battles. However, one of the main differences is that Alibaba had to absorb extreme regulatory pressure due to its Chinese operations. On the other hand, Amazon has recourse to courts in US, Europe, India and other regions. It has recently seen positive results from a $1 billion fine that was levied on it in Europe in July. FTC has recently launched a case against Amazon saying that it shows \"deceptive\" ads on its search results. While the final judgment might go against Amazon, it would not be as heavy-handed an approach as faced by Alibaba.Amazon also went to the courts in India during its battle with another retail giant. Even though Amazon does not have a home team advantage in India, it is able to pursue all available legal options. This is a major difference from Alibaba's position in China.Amazon also has a wider mix of services within its revenue base compared to Alibaba. Amazon has built an enviable computing business, a strong online advertising segment, a subscription business, and is geographically very diverse.Company FilingsFigure 2: International segment revenue base of Amazon.Amazon's international segment revenue has crossed $125 billion in the trailing twelve months. This is equal to 28% of the total revenue base of the company. AWS is available across the globe and has a better economic moat than Alibaba Cloud which heavily depends on its business in China.Monopolistic market shareAmazon looks like a behemoth in terms of its market valuation and presence in different segments. However, it does not fulfill the basic requirement of being a monopolistic player which is a massive market share. Most of the segments where Amazon is present have a market share of less than 30%. Even businesses like cloud computing in which Amazon had a first-mover advantage have a market share of less than 50%.GartnerFigure 3: Market share of vendors in Infrastructure as a service.According to the above chart by Gartner, Amazon's cloud market share is declining while Microsoft (MSFT), Google (GOOG), and others are increasing their market share. The market share of AWS in the cloud segment is far from the monopolistic market share of Google in online search or Meta Platforms (META) in social media industry. If we see some anti-monopolistic legislation against Big Tech, Amazon would not be in the front trenches.Similarly, Amazon's market share in online advertising is very low compared to the duopoly of Google and Facebook. Even the e-commerce market share of Amazon is quite low considering it was a market innovator in this space.eMarketerFigure 4: e-commerce market share of companies.Self-promotionAnother big regulatory issue that is mentioned for Amazon is that it promotes its own branded products against other vendors. An ideal example is AmazonBasics which become the top private label brand on its e-commerce platform. However, a similar business model is followed by every retailer. Costco's Kirkland Signature private label is now one of the biggest private brand in US with over $40 billion in revenue. Walmart has its own range of private labels. European retailers like Aldi, Lidl, Tesco, and others are well known for promoting their own store brands. This practice has been used for several decades without any regulatory issues.The only difference is that these companies work in the offline space while Amazon works in the online space. However, as most of these companies ramp up their own online retail platforms, they would be promoting their own private labels. This makes the argument against Amazon quite moot.It is also important to note that most of the profits for Amazon do not come from its e-commerce business. The AWS segment alone has been contributing close to 60% of its operating income. Advertising and subscription are also very important and rapidly growing segments for Amazon. Hence, it would not be a major disruption for Amazon if it is asked to reduce the promotion of its private labels on the e-commerce platform.Long-term growth optionsA big hurdle against future growth in stock valuation for Amazon is that it is already too big. However, this argument might be wrong because a large part of Amazon's valuation comes from its international operations. For example, Amazon's operations in India could have a standalone valuation of over $100 billion depending on peer comparison of other players in this region. Walmart's Flipkart in India is looking for an IPO in 2023 at close to $70 billion valuation and it does not have a streaming platform or subscription business like Amazon India.Amazon is also improving its high-margin businesses like advertising, AWS, and subscription. Hence, even with low revenue growth, we could see faster growth in the operating income over the next few quarters which can drive bullish sentiment for the stock.Amazon FilingsFigure 5: Amazon's revenue growth in subscription, AWS, and advertising business.Amazon reported over $34 billion of revenue from AWS, subscriptions, and advertising in the latest quarter. On an annualized basis this is close to $140 billion. The revenue share of these high-growth segments is over 30% in the latest quarter. Almost all the incremental revenue for Amazon is coming from these high-margin segments. This will be the key driver for future stock growth in Amazon. All these businesses face lower regulatory hurdles compared to Amazon's e-commerce business. Hence, the regulatory headwinds are unlikely to become a long-term challenge for the company.Investor TakeawayAmazon is facing a number of regulatory issues, however, this will not be a big obstacle to future stock growth. Amazon has a well-diversified revenue base in different regions of the globe. This is a key advantage of Amazon compared to Alibaba which depended heavily on its business in China. Amazon does not have a monopolistic market share in a single segment where it operates. This should reduce any fines or antitrust regulations against the company.The future valuation growth for the company will be through its AWS, subscription, and advertising business. These segments already contribute over 30% of the revenue base for Amazon and have a much higher contribution in terms of operating income. These businesses face much lower regulatory scrutiny and should allow the company to increase its operating income at a faster pace compared to overall revenue growth. Amazon stock remains a Strong Buy for investors with a longer investment horizon and it is unlikely that regulatory challenges will limit the future growth of the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042295118,"gmtCreate":1656476618034,"gmtModify":1676535837459,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042295118","repostId":"1116401864","repostType":4,"repost":{"id":"1116401864","kind":"news","pubTimestamp":1656469074,"share":"https://ttm.financial/m/news/1116401864?lang=&edition=fundamental","pubTime":"2022-06-29 10:17","market":"us","language":"en","title":"BYD’s 66% Gain Catapults Stock to Near Trillion Yuan Market Cap","url":"https://stock-news.laohu8.com/highlight/detail?id=1116401864","media":"Bloomberg","summary":"Rally since March added over 400b yuan in market valuationInvestors bet on policy support and BYD’s ","content":"<html><head></head><body><ul><li>Rally since March added over 400b yuan in market valuation</li><li>Investors bet on policy support and BYD’s resilient output</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fbb4fc6cb5451f8af5c003890304b06\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>Inside a BYD Co. showroom in Beijing.Photographer: Qilai Shen/Bloomberg</span></p><p>BYD Co., the Chinese electric vehicle maker backed by Warren Buffett, is on the cusp of entering the trillion-yuan-market-cap club as its production resilience and the government’s consumption incentives helped spur a rally.</p><p>Shares of the Shenzhen-based company have surged 66% since a March low through Tuesday, which pushed its market valuation to around 950 billion yuan ($142 billion). Further gains will allow the firm to hit the milestone, a rare feat which only a handful of mainland-listed stocks including Contemporary Amperex Technology Co. and Kweichow Moutai Co. have achieved.</p><p>BYD stood out amid this year’s industry disruption as the company managed to navigate component shortages and Covid-19 lockdowns to post record monthly production and sales in May. Analysts expect the firm to sell 1.5 million vehicles this year, doubling from 2021, with its vertically-integrated business structure giving it a lead over rivals.</p><p><img src=\"https://static.tigerbbs.com/127e3ef510055dc1e7636b5c732c5798\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>“BYD is the only company that has fully weathered lockdowns, chip shortages, and raw material price increases, and will be best positioned during the impending battery shortage” said Bridget McCarthy, a market research analyst at US hedge fund Snow Bull Capital Inc., adding that the fund is betting on the stock.</p><p>China’s EV industry slumped during Shanghai’s lockdown -- when not even one carwas sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Shares of automakers have since staged strong rebounds, as authorities unveiled a slew of stimulus measures including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.</p><p>In Hong Kong, XPeng Inc., Li Auto Inc. and Nio Inc. have surged over 70% since mid-March through Tuesday. BYD’s Hong Kong-listed shares closed at a record on Tuesday. On the mainland, Chongqing Changan Automobile Co., Guangzhou Automobile Group Co. and Great Wall Motor Co. are among top winners over the period.</p><p><b>Vertical Integration</b></p><p>What differentiates BYD from other automakers is its various product lineup and footprints across the supply chain. The company may supply batteries to Tesla Inc. and is becoming more directly involved in the mining of lithium, the raw material crucial for EV batteries, on hopes that it could deliver a longer-term advantage over competitors in securing upstream resources.</p><p>“BYD’s manufacturing is more vertically integrated so the automaker experienced less supply chain disruptions than peers,” said Steve Man, analyst at Bloomberg Intelligence. Expanded battery capacity and refreshed lineups have allowed monthly production and sales to hit new records, he added.</p><p>Of the 34 analyst recommendations compiled by Bloomberg, 29 are buys, four are holds and with one sell. The average 12-month price target is 359 yuan, versus Tuesday’s close of 352.9 yuan.</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>BYD’s 66% Gain Catapults Stock to Near Trillion Yuan Market Cap</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\">\nBYD’s 66% Gain Catapults Stock to Near Trillion Yuan Market Cap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-06-29/byd-s-66-gain-catapults-stock-to-near-trillion-yuan-market-cap?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rally since March added over 400b yuan in market valuationInvestors bet on policy support and BYD’s resilient outputInside a BYD Co. showroom in Beijing.Photographer: Qilai Shen/BloombergBYD Co., the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-06-29/byd-s-66-gain-catapults-stock-to-near-trillion-yuan-market-cap?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYDDY":"比亚迪ADR","01211":"比亚迪股份","002594":"比亚迪"},"source_url":"https://www.bloomberg.com/news/articles/2022-06-29/byd-s-66-gain-catapults-stock-to-near-trillion-yuan-market-cap?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116401864","content_text":"Rally since March added over 400b yuan in market valuationInvestors bet on policy support and BYD’s resilient outputInside a BYD Co. showroom in Beijing.Photographer: Qilai Shen/BloombergBYD Co., the Chinese electric vehicle maker backed by Warren Buffett, is on the cusp of entering the trillion-yuan-market-cap club as its production resilience and the government’s consumption incentives helped spur a rally.Shares of the Shenzhen-based company have surged 66% since a March low through Tuesday, which pushed its market valuation to around 950 billion yuan ($142 billion). Further gains will allow the firm to hit the milestone, a rare feat which only a handful of mainland-listed stocks including Contemporary Amperex Technology Co. and Kweichow Moutai Co. have achieved.BYD stood out amid this year’s industry disruption as the company managed to navigate component shortages and Covid-19 lockdowns to post record monthly production and sales in May. Analysts expect the firm to sell 1.5 million vehicles this year, doubling from 2021, with its vertically-integrated business structure giving it a lead over rivals.“BYD is the only company that has fully weathered lockdowns, chip shortages, and raw material price increases, and will be best positioned during the impending battery shortage” said Bridget McCarthy, a market research analyst at US hedge fund Snow Bull Capital Inc., adding that the fund is betting on the stock.China’s EV industry slumped during Shanghai’s lockdown -- when not even one carwas sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Shares of automakers have since staged strong rebounds, as authorities unveiled a slew of stimulus measures including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.In Hong Kong, XPeng Inc., Li Auto Inc. and Nio Inc. have surged over 70% since mid-March through Tuesday. BYD’s Hong Kong-listed shares closed at a record on Tuesday. On the mainland, Chongqing Changan Automobile Co., Guangzhou Automobile Group Co. and Great Wall Motor Co. are among top winners over the period.Vertical IntegrationWhat differentiates BYD from other automakers is its various product lineup and footprints across the supply chain. The company may supply batteries to Tesla Inc. and is becoming more directly involved in the mining of lithium, the raw material crucial for EV batteries, on hopes that it could deliver a longer-term advantage over competitors in securing upstream resources.“BYD’s manufacturing is more vertically integrated so the automaker experienced less supply chain disruptions than peers,” said Steve Man, analyst at Bloomberg Intelligence. Expanded battery capacity and refreshed lineups have allowed monthly production and sales to hit new records, he added.Of the 34 analyst recommendations compiled by Bloomberg, 29 are buys, four are holds and with one sell. The average 12-month price target is 359 yuan, versus Tuesday’s close of 352.9 yuan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996844916,"gmtCreate":1661151185338,"gmtModify":1676536462773,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996844916","repostId":"2261958518","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042292097,"gmtCreate":1656476392819,"gmtModify":1676535837498,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042292097","repostId":"2246810950","repostType":4,"repost":{"id":"2246810950","kind":"highlight","pubTimestamp":1656472825,"share":"https://ttm.financial/m/news/2246810950?lang=&edition=fundamental","pubTime":"2022-06-29 11:20","market":"us","language":"en","title":"3 Stocks to Buy When Inflation Is High","url":"https://stock-news.laohu8.com/highlight/detail?id=2246810950","media":"Motley Fool","summary":"Inflation isn't going to be terrible for all companies.","content":"<html><head></head><body><p>Consumer prices rose 8.6% in May, according to the Bureau of Labor Statistics, and there&#39;s no telling when the increase in prices will stop. Supply chain issues, increased money supply, and low interest rates have fueled inflation, and the worry is that it will be hard to stop.</p><p>As investors, one of the best ways to combat inflation is investing in companies that have the pricing power to pass additional costs on to customers, or that may even see inflation as a tailwind. I think <b>Apple</b>, <b>MGM</b> <b>Resorts International</b>, and <b>Verizon Communications</b> all have a lot going for them in an inflationary environment.</p><h2>Apple&#39;s pricing power</h2><p>Companies are going to react to inflation pressure in different ways. Some will reduce spending to lower input costs (restaurants), others will need to eat the added cost because they&#39;re in a competitive market (hotels), and others will be able to pass additional costs on to the customers because they have pricing power. </p><p>Apple is certainly able to pass costs on to customers because it has a fairly affluent user base and a high price point already. It also has long-term supply contracts that could keep some inflation costs at bay.</p><p>The way I think about Apple, the biggest risk is that consumers put off purchases because of higher prices. But Apple has already seen refresh cycles get longer, and there&#39;s a limit to how long people will wait to get a new smartphone, especially in the company&#39;s affluent target market for new devices. </p><p>On top of pricing power, Apple has $192.7 billion in cash and investments on its balance sheet. High inflation has led to rising interest rates, which mean better returns on that cash. </p><p>Apple has the balance sheet to withstand the current turmoil and will be able to pass cost increases on to customers, and that&#39;s why it&#39;s a great stock to own in an inflationary environment. </p><h2>MGM Resorts may love higher prices</h2><p>MGM Resorts may be a hidden inflation play because of its high operating leverage. The company spent tens of billions of dollars building or acquiring the casinos it operates on the Las Vegas Strip and around the world, but then it sold most of the underlying real estate to <b><a href=\"https://laohu8.com/S/VICI\">Vici Properties</a></b> (NYSE: VICI) when interest rates were much lower than they are today, reducing interest rate risk.</p><p>Today, the business doesn&#39;t have many expansion opportunities because gambling has become saturated in the places where it&#39;s legal, so the outlays are limited.</p><p>This combination of selling assets when rates were low and having few expansion plans is actually an advantage in an inflationary environment, because any price increases for hotel rooms, food, and gambling will be very high-margin. </p><p>Look at the image below to see that MGM&#39;s gross margin is relatively high at nearly 50%, but operating margins are lower (in the high single digits) because of relatively high operating expenses. This is because operating costs include items like rent and marketing costs. If the price of hotel rooms, food, and other items goes up, we could see margins rise because of this operating leverage.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b7373a5384ff8d67a824604c5fa10b5\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>MGM Gross Profit Margin (Quarterly) data by YCharts</span></p><p>The downside risk is that MGM will likely be more affected by a recession than Apple or Verizon because a trip to Las Vegas is a discretionary expense. So far, that reduction in revenue hasn&#39;t hit MGM hard, but it&#39;s a risk to the business that&#39;s worth acknowledging because it could offset some of the advantages MGM has in an inflationary environment.</p><h2>Verizon has become a consumer staple</h2><p>Verizon may have pricing power in the cellular market, but that&#39;s not why it&#39;s a great inflation stock. Its advantage is that the spending it did to buy spectrum and build a 5G network, not to mention the debt to fund those expansions, is in the past. And the company has just $13.1 billion in debt maturing in the next year and some debt extending all the way out to 2061.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14c2c644b825f190834ac25afe645c90\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>VZ Total Long Term Debt (Quarterly) data by YCharts</span></p><p>So as inflation increases, the cash margin that Verizon generates should rise, assuming it raises prices even slightly. This could lead to a steady increase in the bottom line, and given rising interest rates, Verizon may even use some cash flow to pay down debt.</p><p>Telecommunications stocks aren&#39;t normally put in the consumer staples category, but given how reliant modern consumers are on smartphones, I think it&#39;s about as stable a business as there is today. Inflation may lead to higher prices for service, but that&#39;ll help Verizon&#39;s bottom line as well.</p><h2>Inflation could be a tailwind for some companies</h2><p>Inflation may not generally be helpful for business or the economy, but for Apple, MGM Resorts, and Verizon it isn&#39;t the headwind it will be for some. If the economy doesn&#39;t decline sharply, inflation may even be a tailwind for the bottom line. That&#39;s why these are companies I would recommend buying if you&#39;re worried about inflation getting even worse.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Buy When Inflation Is High</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Buy When Inflation Is High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/28/3-stocks-to-buy-for-high-inflation/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumer prices rose 8.6% in May, according to the Bureau of Labor Statistics, and there's no telling when the increase in prices will stop. Supply chain issues, increased money supply, and low ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/28/3-stocks-to-buy-for-high-inflation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","VZ":"威瑞森","MGM":"美高梅"},"source_url":"https://www.fool.com/investing/2022/06/28/3-stocks-to-buy-for-high-inflation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246810950","content_text":"Consumer prices rose 8.6% in May, according to the Bureau of Labor Statistics, and there's no telling when the increase in prices will stop. Supply chain issues, increased money supply, and low interest rates have fueled inflation, and the worry is that it will be hard to stop.As investors, one of the best ways to combat inflation is investing in companies that have the pricing power to pass additional costs on to customers, or that may even see inflation as a tailwind. I think Apple, MGM Resorts International, and Verizon Communications all have a lot going for them in an inflationary environment.Apple's pricing powerCompanies are going to react to inflation pressure in different ways. Some will reduce spending to lower input costs (restaurants), others will need to eat the added cost because they're in a competitive market (hotels), and others will be able to pass additional costs on to the customers because they have pricing power. Apple is certainly able to pass costs on to customers because it has a fairly affluent user base and a high price point already. It also has long-term supply contracts that could keep some inflation costs at bay.The way I think about Apple, the biggest risk is that consumers put off purchases because of higher prices. But Apple has already seen refresh cycles get longer, and there's a limit to how long people will wait to get a new smartphone, especially in the company's affluent target market for new devices. On top of pricing power, Apple has $192.7 billion in cash and investments on its balance sheet. High inflation has led to rising interest rates, which mean better returns on that cash. Apple has the balance sheet to withstand the current turmoil and will be able to pass cost increases on to customers, and that's why it's a great stock to own in an inflationary environment. MGM Resorts may love higher pricesMGM Resorts may be a hidden inflation play because of its high operating leverage. The company spent tens of billions of dollars building or acquiring the casinos it operates on the Las Vegas Strip and around the world, but then it sold most of the underlying real estate to Vici Properties (NYSE: VICI) when interest rates were much lower than they are today, reducing interest rate risk.Today, the business doesn't have many expansion opportunities because gambling has become saturated in the places where it's legal, so the outlays are limited.This combination of selling assets when rates were low and having few expansion plans is actually an advantage in an inflationary environment, because any price increases for hotel rooms, food, and gambling will be very high-margin. Look at the image below to see that MGM's gross margin is relatively high at nearly 50%, but operating margins are lower (in the high single digits) because of relatively high operating expenses. This is because operating costs include items like rent and marketing costs. If the price of hotel rooms, food, and other items goes up, we could see margins rise because of this operating leverage.MGM Gross Profit Margin (Quarterly) data by YChartsThe downside risk is that MGM will likely be more affected by a recession than Apple or Verizon because a trip to Las Vegas is a discretionary expense. So far, that reduction in revenue hasn't hit MGM hard, but it's a risk to the business that's worth acknowledging because it could offset some of the advantages MGM has in an inflationary environment.Verizon has become a consumer stapleVerizon may have pricing power in the cellular market, but that's not why it's a great inflation stock. Its advantage is that the spending it did to buy spectrum and build a 5G network, not to mention the debt to fund those expansions, is in the past. And the company has just $13.1 billion in debt maturing in the next year and some debt extending all the way out to 2061.VZ Total Long Term Debt (Quarterly) data by YChartsSo as inflation increases, the cash margin that Verizon generates should rise, assuming it raises prices even slightly. This could lead to a steady increase in the bottom line, and given rising interest rates, Verizon may even use some cash flow to pay down debt.Telecommunications stocks aren't normally put in the consumer staples category, but given how reliant modern consumers are on smartphones, I think it's about as stable a business as there is today. Inflation may lead to higher prices for service, but that'll help Verizon's bottom line as well.Inflation could be a tailwind for some companiesInflation may not generally be helpful for business or the economy, but for Apple, MGM Resorts, and Verizon it isn't the headwind it will be for some. If the economy doesn't decline sharply, inflation may even be a tailwind for the bottom line. That's why these are companies I would recommend buying if you're worried about inflation getting even worse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046774760,"gmtCreate":1656394267150,"gmtModify":1676535821078,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"good article","listText":"good article","text":"good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046774760","repostId":"2246723138","repostType":4,"repost":{"id":"2246723138","kind":"highlight","pubTimestamp":1656389023,"share":"https://ttm.financial/m/news/2246723138?lang=&edition=fundamental","pubTime":"2022-06-28 12:03","market":"us","language":"en","title":"Better Stock-Split Buy: Alphabet Or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2246723138","media":"Motley Fool","summary":"These titans will be splitting their stocks shortly. But which one will outperform in the long run?","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Stock splits are fun, but company performances will drive investor profits.</li><li>The economy is top of mind as inflation is running at a 40-year high.</li><li>Concerns and opportunities abound for these two industry leaders.</li></ul><p>Stock splits generate a ton of excitement among investors. A stock split does not directly affect the value of an investor&#39;s holdings but opens up other opportunities. There is often a lot of stock-price movement around the announcement and split dates. But what about afterward? Once the excitement dies down, the stock will start trading on economics again. With this in mind, which of these juggernauts is the better long-term play?</p><p><b>Alphabet</b>, the parent company of Google, and <b>Tesla</b> are on the clock, with Alphabet&#39;s 20-for-1 split coming up on July 1 and Tesla&#39;s date still to be determined. Tesla will hold its shareholder meeting on August 4th when it is expected a 3-for-1 split will be approved. The execution of the split will likely follow shortly after. Based on recent prices, Alphabet will trade in the range of $115 per share and Tesla around $240 per share post-split. This could change drastically in today&#39;s topsy turvy market, of course.</p><p><b>What is the outlook for Alphabet?</b></p><p>Alphabet had a tremendous 2021 by nearly any measure. As shown below, sales and cash from operations rose 41% to $257.6 billion and $91.7 billion, respectively. And the company&#39;s diluted earnings per share (EPS) reached $112.20 on over 90% growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6aa04d417c4ecae043384597580febe\" tg-width=\"2000\" tg-height=\"453\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: ALPHABET. CHART BY AUTHOR.</span></p><p>The company followed up this performance with a strong first-quarter 2022 in which sales, cash from operations, and EPS increased year over year. But what about the future? With a potential recession around the corner, investors are rightly concerned that ad budgets will be cut, which could hurt Alphabet&#39;s results.</p><p>Alphabet has a few aces up its sleeve to weather an economic slowdown. First, Google Search currently holds a market share of over 85%,according to Statista. The Federal Trade Commission (FTC) believes it is a monopoly, but unless Congress passes comprehensive legislation, Alphabet will continue to dominate. This gives the company tremendous pricing power, which is critical to maintaining profitability.</p><p>Alphabet also has two other fast-growing revenue streams in YouTube and the Google Cloud. YouTube revenues spiked 46% in 2021 partly due to people staying in more due to COVID-19. The growth slowed to 14% year over year in Q1 2022 as the pandemic waned, but the upward trend remains.</p><p>Google Cloud may be the most important segment to watch moving forward. This segment competes with <b>Amazon</b>&#39;s Amazon Web Services (AWS) and <b>Microsoft</b>&#39;s Azure. Cloud computing is expected to continue its explosive growth in the foreseeable future. Sales for Google Cloud grew 47% in 2021 to $19.2 billion. The rub is that this segment isn&#39;t profitable, while AWS produces enormous operating profits for Amazon. If Alphabet can scale to profitability, it will be a giant boon for profits and shareholders.</p><p>On the valuation front, Alphabet trades for its lowest price-to-earnings (P/E) ratio since the beginning of 2019, as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/832b194f1b0667c75fe5e1101259d5fc\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>GOOG PE RATIO DATA BY YCHARTS.</span></p><p>Even if the company experiences short-term headwinds, this price looks enticing for long-term investors.</p><p><b>What is the outlook for Tesla?</b></p><p>Let&#39;s face it, whatever we think of Tesla&#39;s valuation (it&#39;s high!) or outspoken CEO Elon Musk (he&#39;s polarizing!), the company&#39;s rise has been absolutely phenomenal. And shareholders have been richly rewarded. An investment of $10,000 in Tesla stock 10 years ago would be worth over $1 million today, while the same investment five years ago would be worth more than $95,000.</p><p>There are positive and negative factors on the horizon for Tesla. Gas prices are shocking Americans at the pump. This could lead many to consider an electric vehicle maybe for the first time. Tesla is experiencing massive demand already, with many cars sold out until 2023.</p><p>The big question is whether this demand can continue in a potential recession.</p><p>Consumer sentiment is generally a leading indicator of upcoming consumer spending. As shown below, sentiment is not only lower than in March 2020, but it is far lower than even during the Great Recession. This is disturbing for any company that relies upon consumer spending.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41bff0dde3b248b2b94f3636bc6eb00b\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>US INDEX OF CONSUMER SENTIMENT DATA BY YCHARTS.</span></p><p>Competition is heating up. For years, Tesla has enjoyed an incredible first-mover advantage. Tesla was laser-focused on electric vehicles while other automakers scuffled along. That&#39;s changing quickly as traditional automakers invest billions in electrifying large parts of their fleets in the coming years.</p><p>The final concern is the valuation. Tesla has a larger market cap than the following seven largest automakers combined. Tesla crushes most of these on growth and profitability, and investors have been willing to pay a premium on the stock for years. Still, caution is warranted with an economic storm on the horizon. Companies with high valuations may fare worse than others.</p><p><b>Which has the stronger bull case?</b></p><p>Alphabet has a few advantages over Tesla in an inflationary environment and with an economic slowdown likely. Alphabet relies on business spending while Tesla relies on consumers. Business spending may prove more durable because advertisers must continue to invest to grab limited consumer dollars. Due to inflation, Tesla also has to contend with rising costs for raw materials. One of Tesla&#39;s draws is its profitability, and its margins could be crimped. A manufacturing company will be more affected by this than a tech company.</p><p>This all adds up to Alphabet stock being the better bet currently. That said, Tesla likely has a higher long-term ceiling but much more risk. Long-term investors could consider both stocks and weigh them according to their risk tolerance.</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>Better Stock-Split Buy: Alphabet Or Tesla?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Stock-Split Buy: Alphabet Or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/\">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","TSLA":"特斯拉","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/06/27/better-stock-split-buy-alphabet-or-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246723138","content_text":"KEY POINTSStock splits are fun, but company performances will drive investor profits.The economy is top of mind as inflation is running at a 40-year high.Concerns and opportunities abound for these two industry leaders.Stock splits generate a ton of excitement among investors. A stock split does not directly affect the value of an investor's holdings but opens up other opportunities. There is often a lot of stock-price movement around the announcement and split dates. But what about afterward? Once the excitement dies down, the stock will start trading on economics again. With this in mind, which of these juggernauts is the better long-term play?Alphabet, the parent company of Google, and Tesla are on the clock, with Alphabet's 20-for-1 split coming up on July 1 and Tesla's date still to be determined. Tesla will hold its shareholder meeting on August 4th when it is expected a 3-for-1 split will be approved. The execution of the split will likely follow shortly after. Based on recent prices, Alphabet will trade in the range of $115 per share and Tesla around $240 per share post-split. This could change drastically in today's topsy turvy market, of course.What is the outlook for Alphabet?Alphabet had a tremendous 2021 by nearly any measure. As shown below, sales and cash from operations rose 41% to $257.6 billion and $91.7 billion, respectively. And the company's diluted earnings per share (EPS) reached $112.20 on over 90% growth.DATA SOURCE: ALPHABET. CHART BY AUTHOR.The company followed up this performance with a strong first-quarter 2022 in which sales, cash from operations, and EPS increased year over year. But what about the future? With a potential recession around the corner, investors are rightly concerned that ad budgets will be cut, which could hurt Alphabet's results.Alphabet has a few aces up its sleeve to weather an economic slowdown. First, Google Search currently holds a market share of over 85%,according to Statista. The Federal Trade Commission (FTC) believes it is a monopoly, but unless Congress passes comprehensive legislation, Alphabet will continue to dominate. This gives the company tremendous pricing power, which is critical to maintaining profitability.Alphabet also has two other fast-growing revenue streams in YouTube and the Google Cloud. YouTube revenues spiked 46% in 2021 partly due to people staying in more due to COVID-19. The growth slowed to 14% year over year in Q1 2022 as the pandemic waned, but the upward trend remains.Google Cloud may be the most important segment to watch moving forward. This segment competes with Amazon's Amazon Web Services (AWS) and Microsoft's Azure. Cloud computing is expected to continue its explosive growth in the foreseeable future. Sales for Google Cloud grew 47% in 2021 to $19.2 billion. The rub is that this segment isn't profitable, while AWS produces enormous operating profits for Amazon. If Alphabet can scale to profitability, it will be a giant boon for profits and shareholders.On the valuation front, Alphabet trades for its lowest price-to-earnings (P/E) ratio since the beginning of 2019, as shown below.GOOG PE RATIO DATA BY YCHARTS.Even if the company experiences short-term headwinds, this price looks enticing for long-term investors.What is the outlook for Tesla?Let's face it, whatever we think of Tesla's valuation (it's high!) or outspoken CEO Elon Musk (he's polarizing!), the company's rise has been absolutely phenomenal. And shareholders have been richly rewarded. An investment of $10,000 in Tesla stock 10 years ago would be worth over $1 million today, while the same investment five years ago would be worth more than $95,000.There are positive and negative factors on the horizon for Tesla. Gas prices are shocking Americans at the pump. This could lead many to consider an electric vehicle maybe for the first time. Tesla is experiencing massive demand already, with many cars sold out until 2023.The big question is whether this demand can continue in a potential recession.Consumer sentiment is generally a leading indicator of upcoming consumer spending. As shown below, sentiment is not only lower than in March 2020, but it is far lower than even during the Great Recession. This is disturbing for any company that relies upon consumer spending.US INDEX OF CONSUMER SENTIMENT DATA BY YCHARTS.Competition is heating up. For years, Tesla has enjoyed an incredible first-mover advantage. Tesla was laser-focused on electric vehicles while other automakers scuffled along. That's changing quickly as traditional automakers invest billions in electrifying large parts of their fleets in the coming years.The final concern is the valuation. Tesla has a larger market cap than the following seven largest automakers combined. Tesla crushes most of these on growth and profitability, and investors have been willing to pay a premium on the stock for years. Still, caution is warranted with an economic storm on the horizon. Companies with high valuations may fare worse than others.Which has the stronger bull case?Alphabet has a few advantages over Tesla in an inflationary environment and with an economic slowdown likely. Alphabet relies on business spending while Tesla relies on consumers. Business spending may prove more durable because advertisers must continue to invest to grab limited consumer dollars. Due to inflation, Tesla also has to contend with rising costs for raw materials. One of Tesla's draws is its profitability, and its margins could be crimped. A manufacturing company will be more affected by this than a tech company.This all adds up to Alphabet stock being the better bet currently. That said, Tesla likely has a higher long-term ceiling but much more risk. Long-term investors could consider both stocks and weigh them according to their risk tolerance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996844863,"gmtCreate":1661151205454,"gmtModify":1676536462781,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996844863","repostId":"1193710083","repostType":4,"repost":{"id":"1193710083","kind":"news","pubTimestamp":1661157878,"share":"https://ttm.financial/m/news/1193710083?lang=&edition=fundamental","pubTime":"2022-08-22 16:44","market":"us","language":"en","title":"How Option Prices Can Help Predict Future Stock Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1193710083","media":"StockNews","summary":"Using an implied volatility based methodolgy to better time the best time to sell the QQQ.shuttersto","content":"<html><head></head><body><p>Using an implied volatility based methodolgy to better time the best time to sell the QQQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/382ffd9f9f0fe50d305e3a87f41eef1d\" tg-width=\"675\" tg-height=\"380\" referrerpolicy=\"no-referrer\"/><span>shutterstock.com - StockNews</span></p><p>I highlighted last week some reasons why I thought stocks, and particularly QQQ, had finally formed a significant top in my latest commentary for POWR Options.  One of the biggest reasons why the NASDAQ looks tired and toppy was complacency-which was reflected in the form of option prices.</p><p>Most of you are probably very familiar with the VIX-sometimes called the “Fear Index”. The VIX is a general measure of 30-day option prices on the S&amp;P 500. It tends to spike when stock prices fall sharply and usually falls when stock prices rise.</p><p>VXN, or Vixen, is a similar measure of 30-day option prices using the NASDAQ 100 (QQQ) instead of the S&amp;P 500 (SPY). Let’s take a look at how using the VXN as a market timing tool can help call significant short-term tops in the market. It is the equivalent of the Warren Buffett adage that says to “Be Fearful When Others Are Greedy.”</p><p>VXN sell signals are generated when VXN makes at least a 33% pullback from the previous high and then makes a reversal off the lows. Over the past 12 months there have been 6 such sell signals generated (highlighted in aqua on the chart below)</p><p><img src=\"https://static.tigerbbs.com/25f6afcb6b3bf3286f2be21e26d220a3\" tg-width=\"1870\" tg-height=\"921\" referrerpolicy=\"no-referrer\"/></p><p>Below is the same time period 1 year chart of the QQQ. Note how the bottoms in VXN correspond precisely with the tops in QQQ (highlighted in red) .</p><p><img src=\"https://static.tigerbbs.com/5af4d1834e97c6ad003e8fde0c9aab8a\" tg-width=\"1870\" tg-height=\"921\" referrerpolicy=\"no-referrer\"/></p><p>I put together a quick snapshot summary of the VXN based sell signal methodology over the past year shown in the table below.</p><p><img src=\"https://static.tigerbbs.com/71113db715db08930c7994ce57643370\" tg-width=\"1136\" tg-height=\"471\" referrerpolicy=\"no-referrer\"/></p><p>The average pullback over the past six sell signals has been just over 11%. It has taken about a month (29.83 days on average) for stocks to find a subsequent bottom after the sell signal was generated.</p><p>Just as importantly, the sell signals never really were too early or wrong in calling a short-term top. None of the prior six signals would have caused any subsequent angst by using the VXN methodology as a market timing tool. Indeed, only one of the signals had a minor unrealized loss after taking a short position in the QQQ. The other five were pretty much spot on in calling the top.</p><p>Using the VXN methodology means the market will tell you when it is time to act. This can be important as many time fundamental analysis and technical analysis can be way too early…which in this market environment makes it difficult to hang on to a losing position for too long.</p><p>That’s not to say that fundamentals and other factors aren’t important as confirming indicators to take a bearish stance.</p><p>Both valuations and seasonality are also pointing to the probabilities favoring a pullback.</p><p>The two biggest market cap stocks in the NASDAQ 100 (QQQ) are Apple (AAPL) and Microsoft (MSFT). Both reached the highest multiples on a Price/Sales basis over the past three months before softening. Plus having 2 trillion-dollar plus  market cap companies trading at such lofty valuations seems extreme unto itself. Further upside seems limited at best.</p><p><img src=\"https://static.tigerbbs.com/8557da441cea424c21a1cd8a26f4970a\" tg-width=\"1088\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/9233f0d95638aff532f271087c4cf67d\" tg-width=\"1103\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/></p><p>Seasonality supports the bearish argument as well.</p><p><img src=\"https://static.tigerbbs.com/58bfcb90c1290833b291c5e478c81d19\" tg-width=\"853\" tg-height=\"613\" referrerpolicy=\"no-referrer\"/></p><p>Over the past twelve years September has been the only down month for QQQ. Shares have shown gains less than half the time with an average loss of 1%. Every other month is positive on both performance and number of up months versus down months.</p><p>Comparative performance is also favoring a bigger pullback for QQQ versus SPY. Normally QQQ and SPY tend to be highly correlated. Over the past few months, however, QQQ has out-performed SPY to a large degree. Look for this correlation to revert back to the mean with QQQ beginning to under-perform to close that gap.</p><p><img src=\"https://static.tigerbbs.com/f5edd1d60d62394eb94a34bc2af40b83\" tg-width=\"1845\" tg-height=\"712\" referrerpolicy=\"no-referrer\"/></p><p>Comparative lows in the VXN also means option prices on the QQQ are comparatively cheap. This favors buying puts to take a defined risk short position. Exactly the type of strategy we use week-in and week-out in the POWR Options Portfolio.</p><p>So, traders looking to take a short position for the short-term would be best served buying puts versus shorting QQQ outright. Limited risk with potentially explosive returns. Plus an increase in implied volatility generally will be a benefit to the long put position as well.</p><p>Tim Biggam</p><p>QQQ shares closed at $322.86 on Friday, down $-6.42 (-1.95%). Year-to-date, QQQ has declined -18.59%, versus a -10.46% rise in the benchmark S&amp;P 500 index during the same period.</p></body></html>","source":"lsy1661150310718","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>How Option Prices Can Help Predict Future Stock Prices</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\">\nHow Option Prices Can Help Predict Future Stock Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 16:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://stocknews.com/news/qqq-aapl-msft-vxn-vix-how-option-prices-can-help-predict-future-stock-prices/><strong>StockNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Using an implied volatility based methodolgy to better time the best time to sell the QQQ.shutterstock.com - StockNewsI highlighted last week some reasons why I thought stocks, and particularly QQQ, ...</p>\n\n<a href=\"https://stocknews.com/news/qqq-aapl-msft-vxn-vix-how-option-prices-can-help-predict-future-stock-prices/\">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://stocknews.com/news/qqq-aapl-msft-vxn-vix-how-option-prices-can-help-predict-future-stock-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193710083","content_text":"Using an implied volatility based methodolgy to better time the best time to sell the QQQ.shutterstock.com - StockNewsI highlighted last week some reasons why I thought stocks, and particularly QQQ, had finally formed a significant top in my latest commentary for POWR Options.  One of the biggest reasons why the NASDAQ looks tired and toppy was complacency-which was reflected in the form of option prices.Most of you are probably very familiar with the VIX-sometimes called the “Fear Index”. The VIX is a general measure of 30-day option prices on the S&P 500. It tends to spike when stock prices fall sharply and usually falls when stock prices rise.VXN, or Vixen, is a similar measure of 30-day option prices using the NASDAQ 100 (QQQ) instead of the S&P 500 (SPY). Let’s take a look at how using the VXN as a market timing tool can help call significant short-term tops in the market. It is the equivalent of the Warren Buffett adage that says to “Be Fearful When Others Are Greedy.”VXN sell signals are generated when VXN makes at least a 33% pullback from the previous high and then makes a reversal off the lows. Over the past 12 months there have been 6 such sell signals generated (highlighted in aqua on the chart below)Below is the same time period 1 year chart of the QQQ. Note how the bottoms in VXN correspond precisely with the tops in QQQ (highlighted in red) .I put together a quick snapshot summary of the VXN based sell signal methodology over the past year shown in the table below.The average pullback over the past six sell signals has been just over 11%. It has taken about a month (29.83 days on average) for stocks to find a subsequent bottom after the sell signal was generated.Just as importantly, the sell signals never really were too early or wrong in calling a short-term top. None of the prior six signals would have caused any subsequent angst by using the VXN methodology as a market timing tool. Indeed, only one of the signals had a minor unrealized loss after taking a short position in the QQQ. The other five were pretty much spot on in calling the top.Using the VXN methodology means the market will tell you when it is time to act. This can be important as many time fundamental analysis and technical analysis can be way too early…which in this market environment makes it difficult to hang on to a losing position for too long.That’s not to say that fundamentals and other factors aren’t important as confirming indicators to take a bearish stance.Both valuations and seasonality are also pointing to the probabilities favoring a pullback.The two biggest market cap stocks in the NASDAQ 100 (QQQ) are Apple (AAPL) and Microsoft (MSFT). Both reached the highest multiples on a Price/Sales basis over the past three months before softening. Plus having 2 trillion-dollar plus  market cap companies trading at such lofty valuations seems extreme unto itself. Further upside seems limited at best.Seasonality supports the bearish argument as well.Over the past twelve years September has been the only down month for QQQ. Shares have shown gains less than half the time with an average loss of 1%. Every other month is positive on both performance and number of up months versus down months.Comparative performance is also favoring a bigger pullback for QQQ versus SPY. Normally QQQ and SPY tend to be highly correlated. Over the past few months, however, QQQ has out-performed SPY to a large degree. Look for this correlation to revert back to the mean with QQQ beginning to under-perform to close that gap.Comparative lows in the VXN also means option prices on the QQQ are comparatively cheap. This favors buying puts to take a defined risk short position. Exactly the type of strategy we use week-in and week-out in the POWR Options Portfolio.So, traders looking to take a short position for the short-term would be best served buying puts versus shorting QQQ outright. Limited risk with potentially explosive returns. Plus an increase in implied volatility generally will be a benefit to the long put position as well.Tim BiggamQQQ shares closed at $322.86 on Friday, down $-6.42 (-1.95%). Year-to-date, QQQ has declined -18.59%, versus a -10.46% rise in the benchmark S&P 500 index during the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993491105,"gmtCreate":1660710225310,"gmtModify":1676536384811,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993491105","repostId":"2259019064","repostType":4,"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939000527,"gmtCreate":1662013831871,"gmtModify":1676536625717,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939000527","repostId":"1121328865","repostType":4,"repost":{"id":"1121328865","kind":"news","pubTimestamp":1662010610,"share":"https://ttm.financial/m/news/1121328865?lang=&edition=fundamental","pubTime":"2022-09-01 13:36","market":"us","language":"en","title":"Rio Tinto Flags Turquoise Hill Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1121328865","media":"AFR","summary":"Rio Tinto says it’s agreed a final offer to purchase the 49 percent of shares in Turquoise Hill Reso","content":"<html><head></head><body><p>Rio Tinto says it’s agreed a final offer to purchase the 49 percent of shares in Turquoise Hill Resources it doesn’t yet own for C$43 per share.</p><p>The move will help Rio Tinto progress the development of its Oyu Tolgoi copper project in Mongolia.</p><p>“The transaction simplifies the ownership structure of Oyu Tolgoi and enables Rio Tinto to focus on working in partnership directly with Erdenes Oyu Tolgoi and the government of Mongolia to create long-term value for all stakeholders,” said Bold Bataar, Rio Tinto’s chief executive of copper.</p><p>“Turquoise Hill minority shareholders will realise a significant and immediate cash premium for their shares at a time when uncertainties inherent in the development of the underground operations remain.”</p></body></html>","source":"lsy1647389686240","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>Rio Tinto Flags Turquoise Hill Deal</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\">\nRio Tinto Flags Turquoise Hill Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/markets/equity-markets/asx-to-fall-wall-st-falls-into-the-close-20220901-p5befd><strong>AFR</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rio Tinto says it’s agreed a final offer to purchase the 49 percent of shares in Turquoise Hill Resources it doesn’t yet own for C$43 per share.The move will help Rio Tinto progress the development of...</p>\n\n<a href=\"https://www.afr.com/markets/equity-markets/asx-to-fall-wall-st-falls-into-the-close-20220901-p5befd\">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.afr.com/markets/equity-markets/asx-to-fall-wall-st-falls-into-the-close-20220901-p5befd","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121328865","content_text":"Rio Tinto says it’s agreed a final offer to purchase the 49 percent of shares in Turquoise Hill Resources it doesn’t yet own for C$43 per share.The move will help Rio Tinto progress the development of its Oyu Tolgoi copper project in Mongolia.“The transaction simplifies the ownership structure of Oyu Tolgoi and enables Rio Tinto to focus on working in partnership directly with Erdenes Oyu Tolgoi and the government of Mongolia to create long-term value for all stakeholders,” said Bold Bataar, Rio Tinto’s chief executive of copper.“Turquoise Hill minority shareholders will realise a significant and immediate cash premium for their shares at a time when uncertainties inherent in the development of the underground operations remain.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993498011,"gmtCreate":1660710265535,"gmtModify":1676536384826,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993498011","repostId":"2259007017","repostType":4,"repost":{"id":"2259007017","kind":"news","pubTimestamp":1660706834,"share":"https://ttm.financial/m/news/2259007017?lang=&edition=fundamental","pubTime":"2022-08-17 11:27","market":"us","language":"en","title":"Palantir: Could It Be A FAANG?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259007017","media":"Seeking Alpha","summary":"SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Arguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.</li><li>And few companies have been as controversial as Palantir, which is supported by the observation that the company works with the CIA and US spec ops.</li><li>In a nutshell, Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data.</li><li>Reflecting on enterprise digitalization, the metaverse and a expansion of crypto, Palantir&#39;s market opportunity in 2030 could be $1 trillion.</li><li>In my opinion, Palantir is undervalued. My base-case target price is $22.4/share.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><b>Thesis</b></p><p>Few companies are as controversial as Palantir (NYSE:PLTR). Some investors believe this company is building the infrastructure for the future, while others believe Palantir&#39;s market potential is limited to government intelligence anddoes not really have a competitive advantage against competitors. Even more notable, the same investor could alternate between these two views. For example, Cathie Wood once believed in Palantir&#39;s potential and bought as much as 15 million shares. But since then, she has completely sold out her fund&#39;s holdings. What is going on? How should investors think about Palantir. This article should provide more clarity.</p><p>For reference, Palantir stock is down more than 70% from ATH. YTD, Palantir is down more than 46%, while over the same period, the S&amp;P 500 has lost only about 11%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9d1937b029ea7046d54454782db814\" tg-width=\"640\" tg-height=\"239\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>More About Palantir</b></p><p>Arguably a key reason why investors have difficulties building an investment thesis around Palantir is that many actually do not really understand what Palantir does. This is understandable given that the company works, amongst others, with the US Special Forces and the CIA on secret projects.</p><p>In a nutshell, and somehow simplified,Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data. Or in other words, Palantir builds an operating system for data management on which users can layer interfaces and visualizations. This allows users to derive value-adding insights and support intelligence-driven decision making. That said, customers use the company&#39;s software to optimize production processes, consumer insights and marketing efforts, capital management and risk oversight.</p><p>For example, in the past Palantir has supported: the government with the planning and execution of special war operations; banks with scenario analysis and risk management during the financial crisis; the structured distribution of COVID-19 vaccines around the world to fight the epidemic.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b330c63a70d472c9062a1c0c227863cc\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Palantir Q2 2022 Presentation</span></p><p><b>Palantir&#39;s Opportunity</b></p><p>Palantir&#39;s market opportunity definitely has the potential to capture a potential that could indicate FAANG potential. In 2020, Palantir said that its addressable market is valued at around $120 billion.According to IDC, the market for data management/analytics and business intelligence (or in other words &#39;edge computing&#39;) is estimated at about $250 billion in 2024. And while I have no research to support this, I argue that on the backdrop of accelerating enterprise digitalization, the metaverse innovation and a continued expansion of crypto, Palantir&#39;s market opportunity could be valued at a $1 trillion potential in 2030 (this would indicate about 25% CAGR until 2030)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5059c99b7d668bc766ffa96f0681e120\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Palantir Q2 2022 Presentation</span></p><p>Reflecting on Palantir&#39;s market opportunity,Alex Karp said:</p><blockquote><i>We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.</i></blockquote><blockquote><i>Most other companies are targeting small segments of the market.</i></blockquote><blockquote><b><i>We see and intend to capture the whole.</i></b></blockquote><p><b>Palantir Valuation</b></p><p>Palantir is currently valued at a one-year forward EV/Sales of x9.6 and a Price/Free Cash Flow of almost x75. Accordingly, it is fair to say that PLTR is trading expensively. But investors should consider the valuation in relation to the company&#39;s accelerating business expansion.</p><p>Personally, I believe that Palantir&#39;s business could grow at a 25% CAGR for the next 7 years. Accordingly, the company&#39;s sales could reach about $12 billion in 2030. If we consider a net-profit margin of 28%, which is in line with asset-light software firms, Palantir&#39;s net income for 2030 could be as high as $3.3 billion. I believe a x25 P/E multiple for 2030 could be reasonable and so I see a market capitalization of $82.5 billion. (Assuming Palantir&#39;s net-debt position does not change)</p><p>An analyst may discount the $82.5 billion with a reasonable rate, which I anchor on 8%, and find that Palantir should be valued at about $48 billion today, or about $22.4/share.</p><p>Risks</p><p>Investing in Palantir is a speculation, as there is considerable uncertainty related to projecting a company&#39;s fundamentals for multiple years into the future. Moreover, the uncertainty surrounding Palantir&#39;s value proposition adds to the complexity. That said, there is no guarantee that the company will reach my estimated 2030 sales and profitability targets.</p><p>Investors should also consider that much of Palantir&#39;s current share price volatility is driven by investor sentiment towards stocks. Accordingly, investors should expect price volatility even though Palantir&#39;s business outlook remains unchanged.</p><p><b>Conclusion</b></p><p>Arguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market. Has Palantir the market and product potential to grow into a powerhouse that could rival the FAANGs? Personally, I do think so. Or as CEO Karp commented:</p><blockquote>We believe that our most significant growth is still yet to com</blockquote><p>I estimate that the market for data analytics and business intelligence could grow at a 25% CAGR until 2025 and accordingly I see significant upside for Palantir&#39;s business. If my analysis is correct, Palantir is undervalued. My base-case target price is $22.4/share.</p><p><i>What do you think, could Palantir be an equal to the FAANGs?</i></p><p>This article was written by Cavenagh Research. This document is for reference only.</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>Palantir: Could It Be A FAANG?</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\">\nPalantir: Could It Be A FAANG?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.And few companies have been as controversial as Palantir, which is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4534710-palantir-stock-could-it-be-a-faang","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2259007017","content_text":"SummaryArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market.And few companies have been as controversial as Palantir, which is supported by the observation that the company works with the CIA and US spec ops.In a nutshell, Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data.Reflecting on enterprise digitalization, the metaverse and a expansion of crypto, Palantir's market opportunity in 2030 could be $1 trillion.In my opinion, Palantir is undervalued. My base-case target price is $22.4/share.Michael Vi/iStock Editorial via Getty ImagesThesisFew companies are as controversial as Palantir (NYSE:PLTR). Some investors believe this company is building the infrastructure for the future, while others believe Palantir's market potential is limited to government intelligence anddoes not really have a competitive advantage against competitors. Even more notable, the same investor could alternate between these two views. For example, Cathie Wood once believed in Palantir's potential and bought as much as 15 million shares. But since then, she has completely sold out her fund's holdings. What is going on? How should investors think about Palantir. This article should provide more clarity.For reference, Palantir stock is down more than 70% from ATH. YTD, Palantir is down more than 46%, while over the same period, the S&P 500 has lost only about 11%.Seeking AlphaMore About PalantirArguably a key reason why investors have difficulties building an investment thesis around Palantir is that many actually do not really understand what Palantir does. This is understandable given that the company works, amongst others, with the US Special Forces and the CIA on secret projects.In a nutshell, and somehow simplified,Palantir builds and markets an infrastructure that allows to aggregate and analyze large amounts of unstructured data. Or in other words, Palantir builds an operating system for data management on which users can layer interfaces and visualizations. This allows users to derive value-adding insights and support intelligence-driven decision making. That said, customers use the company's software to optimize production processes, consumer insights and marketing efforts, capital management and risk oversight.For example, in the past Palantir has supported: the government with the planning and execution of special war operations; banks with scenario analysis and risk management during the financial crisis; the structured distribution of COVID-19 vaccines around the world to fight the epidemic.Palantir Q2 2022 PresentationPalantir's OpportunityPalantir's market opportunity definitely has the potential to capture a potential that could indicate FAANG potential. In 2020, Palantir said that its addressable market is valued at around $120 billion.According to IDC, the market for data management/analytics and business intelligence (or in other words 'edge computing') is estimated at about $250 billion in 2024. And while I have no research to support this, I argue that on the backdrop of accelerating enterprise digitalization, the metaverse innovation and a continued expansion of crypto, Palantir's market opportunity could be valued at a $1 trillion potential in 2030 (this would indicate about 25% CAGR until 2030)Palantir Q2 2022 PresentationReflecting on Palantir's market opportunity,Alex Karp said:We are working towards a future where all large institutions in the United States and its allies abroad are running significant segments of their operations, if not their operations as a whole, on Palantir.Most other companies are targeting small segments of the market.We see and intend to capture the whole.Palantir ValuationPalantir is currently valued at a one-year forward EV/Sales of x9.6 and a Price/Free Cash Flow of almost x75. Accordingly, it is fair to say that PLTR is trading expensively. But investors should consider the valuation in relation to the company's accelerating business expansion.Personally, I believe that Palantir's business could grow at a 25% CAGR for the next 7 years. Accordingly, the company's sales could reach about $12 billion in 2030. If we consider a net-profit margin of 28%, which is in line with asset-light software firms, Palantir's net income for 2030 could be as high as $3.3 billion. I believe a x25 P/E multiple for 2030 could be reasonable and so I see a market capitalization of $82.5 billion. (Assuming Palantir's net-debt position does not change)An analyst may discount the $82.5 billion with a reasonable rate, which I anchor on 8%, and find that Palantir should be valued at about $48 billion today, or about $22.4/share.RisksInvesting in Palantir is a speculation, as there is considerable uncertainty related to projecting a company's fundamentals for multiple years into the future. Moreover, the uncertainty surrounding Palantir's value proposition adds to the complexity. That said, there is no guarantee that the company will reach my estimated 2030 sales and profitability targets.Investors should also consider that much of Palantir's current share price volatility is driven by investor sentiment towards stocks. Accordingly, investors should expect price volatility even though Palantir's business outlook remains unchanged.ConclusionArguably all FAANG companies have been controversial in their early days. It is the pre-condition of exploring a new market. Has Palantir the market and product potential to grow into a powerhouse that could rival the FAANGs? Personally, I do think so. Or as CEO Karp commented:We believe that our most significant growth is still yet to comI estimate that the market for data analytics and business intelligence could grow at a 25% CAGR until 2025 and accordingly I see significant upside for Palantir's business. If my analysis is correct, Palantir is undervalued. My base-case target price is $22.4/share.What do you think, could Palantir be an equal to the FAANGs?This article was written by Cavenagh Research. This document is for reference only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042292462,"gmtCreate":1656476598156,"gmtModify":1676535837443,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042292462","repostId":"2247053812","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939000697,"gmtCreate":1662013803921,"gmtModify":1676536625710,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like] [Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939000697","repostId":"1146481601","repostType":4,"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045368537,"gmtCreate":1656562041830,"gmtModify":1676535854818,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045368537","repostId":"2247397052","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042292588,"gmtCreate":1656476575844,"gmtModify":1676535837443,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042292588","repostId":"2247050507","repostType":4,"repost":{"id":"2247050507","kind":"highlight","pubTimestamp":1656470141,"share":"https://ttm.financial/m/news/2247050507?lang=&edition=fundamental","pubTime":"2022-06-29 10:35","market":"us","language":"en","title":"Sony Takes a Leap Into PC Gaming Gear With New Inzone Brand","url":"https://stock-news.laohu8.com/highlight/detail?id=2247050507","media":"Bloomberg","summary":"Sony deepens PC market push as PS5 suffers chronic supply woesNew headphones and monitors will keep ","content":"<html><head></head><body><ul><li>Sony deepens PC market push as PS5 suffers chronic supply woes</li><li>New headphones and monitors will keep PlayStation support</li></ul><p>Sony Group Corp. is launching a new gaming gear brand called Inzone, trotting out headphones and displays for the PC to try and expand its reach beyond the PlayStation.</p><p>The new brand is the Tokyo-based firm’s effort to capture a slice of the peripherals market, augmenting its plans torelease moreformer PlayStation exclusives on the Windows platform. Sony wants to signal to consumers that it’s making products and games that go beyond the scope of its console ecosystem and has been taking steps to grow its gaming empire to mobile and PC arenas in recent years. PCs account for a fifth of the global games market, or $41 billion in 2022, according to Newzoo data, and they play host to some of the most prominent e-sports and video streaming brands and players.</p><p>The first Inzone products will be a trio of gaming headsets accompanied by two gaming monitors. The headsets range from $99.99 for a wired version to $299.99 for a wireless option with noise canceling. All have so-called 360-degree spatial sound to help gamers better identify the sources of sound around them and are compatible with the PlayStation 5 console. The two 27-inch monitors also have PS5-specific features, such as automatic picture adjustment when connected to the console, and include a 4K model and a lower-resolution option with fast 240Hz refresh rate.</p><p>All three headsets and the 4K monitor will go on sale on July 8, while the the other monitor will launch later in 2022, the company said in a release.</p><p>“We packed all our audio video knowhow into these Inzone products. We want to start by pursuing serious PC gamers,” Shuichi Mogitani, a general manager at Sony Marketing, said at a news conference in Tokyo Wednesday. “There is a wide-ranging business opportunity here. For these PC gamers, gaming for at least five to six hours a day is a given.”</p><p>Sony’s flagship PlayStation 5 console has been in chronic short supply since its debut in late 2020 and the company is also building a more universal online-gaming subscription service along the lines of rival Microsoft Corp.’s Xbox Game Pass.</p><p>“Sony now seems to be dead set on expanding the PlayStation ecosystem,” said industry analyst Serkan Toto of Kantan Games, noting that the Steam platform on PC boasts more monthly active users than Sony’s PlayStation. “It makes total sense for a hardware company to not only sell software but also branded accessories to this scaled audience.”</p><p>PC gaming benefits from much higher spending on hardware than Sony’s traditional console stronghold. The PlayStation 5 costs $499.99, which is less than half the going rate for a flagship graphics card, the marquee component of any gaming PC. By marketing to consumers who are used to paying more, Sony hopes to increase net income while diversifying its presence across gaming platforms.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97dfdf31d72282e788ed61ba518edda3\" tg-width=\"1000\" tg-height=\"666\" width=\"100%\" height=\"auto\"/><span>A PlayStation 5 game console advertisement in Hong Kong in 2020.Photographer: Roy Liu/Bloomberg</span></p><p>Sony Interactive Entertainment, the company’s gaming unit, forecast net PC sales of $300 million this fiscal year, more than tripling 2021’s $80 million.</p><p>“Considering the short supply of PS5 and soaring game development costs, the PC gaming market is becoming critical for Sony in order to show stable profit to investors,” said Hideki Yasuda, an analyst at Toyo Securities.</p><p>Sony will be a latecomer to a market where Microsoft has an advantage, with its own lineup of computers and peripherals, and there’s an established stable of popular gaming centric-brands such as Razer Inc., Corsair Gaming Inc., Logitech International SA and SteelSeries.</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>Sony Takes a Leap Into PC Gaming Gear With New Inzone Brand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSony Takes a Leap Into PC Gaming Gear With New Inzone Brand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 10:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-06-29/sony-takes-a-leap-into-pc-gaming-gear-with-new-inzone-brand?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sony deepens PC market push as PS5 suffers chronic supply woesNew headphones and monitors will keep PlayStation supportSony Group Corp. is launching a new gaming gear brand called Inzone, trotting out...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-06-29/sony-takes-a-leap-into-pc-gaming-gear-with-new-inzone-brand?srnd=technology-vp\">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/2022-06-29/sony-takes-a-leap-into-pc-gaming-gear-with-new-inzone-brand?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247050507","content_text":"Sony deepens PC market push as PS5 suffers chronic supply woesNew headphones and monitors will keep PlayStation supportSony Group Corp. is launching a new gaming gear brand called Inzone, trotting out headphones and displays for the PC to try and expand its reach beyond the PlayStation.The new brand is the Tokyo-based firm’s effort to capture a slice of the peripherals market, augmenting its plans torelease moreformer PlayStation exclusives on the Windows platform. Sony wants to signal to consumers that it’s making products and games that go beyond the scope of its console ecosystem and has been taking steps to grow its gaming empire to mobile and PC arenas in recent years. PCs account for a fifth of the global games market, or $41 billion in 2022, according to Newzoo data, and they play host to some of the most prominent e-sports and video streaming brands and players.The first Inzone products will be a trio of gaming headsets accompanied by two gaming monitors. The headsets range from $99.99 for a wired version to $299.99 for a wireless option with noise canceling. All have so-called 360-degree spatial sound to help gamers better identify the sources of sound around them and are compatible with the PlayStation 5 console. The two 27-inch monitors also have PS5-specific features, such as automatic picture adjustment when connected to the console, and include a 4K model and a lower-resolution option with fast 240Hz refresh rate.All three headsets and the 4K monitor will go on sale on July 8, while the the other monitor will launch later in 2022, the company said in a release.“We packed all our audio video knowhow into these Inzone products. We want to start by pursuing serious PC gamers,” Shuichi Mogitani, a general manager at Sony Marketing, said at a news conference in Tokyo Wednesday. “There is a wide-ranging business opportunity here. For these PC gamers, gaming for at least five to six hours a day is a given.”Sony’s flagship PlayStation 5 console has been in chronic short supply since its debut in late 2020 and the company is also building a more universal online-gaming subscription service along the lines of rival Microsoft Corp.’s Xbox Game Pass.“Sony now seems to be dead set on expanding the PlayStation ecosystem,” said industry analyst Serkan Toto of Kantan Games, noting that the Steam platform on PC boasts more monthly active users than Sony’s PlayStation. “It makes total sense for a hardware company to not only sell software but also branded accessories to this scaled audience.”PC gaming benefits from much higher spending on hardware than Sony’s traditional console stronghold. The PlayStation 5 costs $499.99, which is less than half the going rate for a flagship graphics card, the marquee component of any gaming PC. By marketing to consumers who are used to paying more, Sony hopes to increase net income while diversifying its presence across gaming platforms.A PlayStation 5 game console advertisement in Hong Kong in 2020.Photographer: Roy Liu/BloombergSony Interactive Entertainment, the company’s gaming unit, forecast net PC sales of $300 million this fiscal year, more than tripling 2021’s $80 million.“Considering the short supply of PS5 and soaring game development costs, the PC gaming market is becoming critical for Sony in order to show stable profit to investors,” said Hideki Yasuda, an analyst at Toyo Securities.Sony will be a latecomer to a market where Microsoft has an advantage, with its own lineup of computers and peripherals, and there’s an established stable of popular gaming centric-brands such as Razer Inc., Corsair Gaming Inc., Logitech International SA and SteelSeries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046777807,"gmtCreate":1656394323809,"gmtModify":1676535821070,"author":{"id":"4105427993399250","authorId":"4105427993399250","name":"VAAYK","avatar":"https://static.itradeup.com/news/f08269dded2d75cd9985ae3e50cd4a36","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105427993399250","authorIdStr":"4105427993399250"},"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":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046777807","repostId":"9048689086","repostType":1,"repost":{"id":9048689086,"gmtCreate":1656204102698,"gmtModify":1676535783366,"author":{"id":"3479274794225176","authorId":"3479274794225176","name":"Stocks_Pedia","avatar":"https://community-static.tradeup.com/news/59e1332ef20049fa9607ec1058f5a3ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479274794225176","authorIdStr":"3479274794225176"},"themes":[],"title":"Merck: A global healthcare company","htmlText":"Hey, this is Stocks_Pedia.Here I would like to introduce you to some unfamiliar companies that you may probably haven't heard of, and hope it can be of some help to your investments.The company I'm going to introduce this time is <a href=\"https://laohu8.com/S/MRK\">$Merck(MRK)$</a>.It went public on 15th May 1946.[Company Profile]Merck Pharmaceuticals, Inc. was incorporated in New Jersey in 1970. The company is a global healthcare company providing innovative health solutions through its prescription drugs, vaccines, biotherapeutics and animal health products. The company's operations are managed primarily on a product basis and include four operating divisions, namely Pharmaceuticals, Animal Health, Healthcare Services and Alliances.[History &amp; Events]1953: Merck &amp; Co. merged with P","listText":"Hey, this is Stocks_Pedia.Here I would like to introduce you to some unfamiliar companies that you may probably haven't heard of, and hope it can be of some help to your investments.The company I'm going to introduce this time is <a href=\"https://laohu8.com/S/MRK\">$Merck(MRK)$</a>.It went public on 15th May 1946.[Company Profile]Merck Pharmaceuticals, Inc. was incorporated in New Jersey in 1970. The company is a global healthcare company providing innovative health solutions through its prescription drugs, vaccines, biotherapeutics and animal health products. The company's operations are managed primarily on a product basis and include four operating divisions, namely Pharmaceuticals, Animal Health, Healthcare Services and Alliances.[History &amp; Events]1953: Merck &amp; Co. merged with P","text":"Hey, this is Stocks_Pedia.Here I would like to introduce you to some unfamiliar companies that you may probably haven't heard of, and hope it can be of some help to your investments.The company I'm going to introduce this time is $Merck(MRK)$.It went public on 15th May 1946.[Company Profile]Merck Pharmaceuticals, Inc. was incorporated in New Jersey in 1970. The company is a global healthcare company providing innovative health solutions through its prescription drugs, vaccines, biotherapeutics and animal health products. The company's operations are managed primarily on a product basis and include four operating divisions, namely Pharmaceuticals, Animal Health, Healthcare Services and Alliances.[History & Events]1953: Merck & Co. merged with P","images":[{"img":"https://community-static.tradeup.com/news/626dab74e985b1f2792a2b68ebce94d4","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/6da5b1063a82e50788a36d9e7b751993","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/591df4010a29aa289884759603fe1b58","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048689086","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}