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s1nky0

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2022-05-31

Just DCA, until more Asian economy open..keep eyes out for next quarter.

Grab Surged 13.69% as Upgraded to Outperform

2022-04-15

Everyone stay safe and positive

Reminder: Holiday Trading Hours during Good Friday and Easter

2022-03-30

Hope there is peace.

US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict

2022-07-16

Indeed. Read and do your own research. Can the growth stock really grow? Sounding more a hype now and money trap.

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2022-03-20

Good article

Disney: Awakening The Sleeping Giant

2022-03-14

[Like] [Like]

Alphabet and Amazon Stock Splits: 3 High-Flying Stocks That Could Split Next

2022-03-03

Good long investment add when on dip

Apple Stock: Resilient To Turbulence In 2022

2022-02-06

Great article. Buy for long.

Palantir: Red Flag Or Opportunity?

2022-04-15

Excellent!! Good for pushing up the stock price.

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2022-03-23

Good article

Palantir May Be Fully Priced but the Future’s Bright

2022-08-04

$Apple(AAPL)$ buy on dip!!

2022-04-19

[Smug]

Singapore Bourse Predicted To Open In The Red

2022-03-16

Good partnership

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2022-03-15

Still some way to go to bottom

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2022-02-14

Nice highlight

3 Growth Stocks Down 30% to 62% That Are Too Cheap to Ignore

2022-05-06

Would buying on all three market?

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2022-04-05

$Palantir Technologies Inc.(PLTR)$on a good run.

2022-07-30

Hopefully chip shortage issue will continue to abide and stop causing PS5 console to be a "limited" item.

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Go to Tiger App to see more news

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href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> buy on dip!!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> buy on dip!!","text":"$Apple(AAPL)$ buy on dip!!","images":[{"img":"https://community-static.tradeup.com/news/b6c5385b60044ca38a0b5a00700a033c","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9906546817","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901804006,"gmtCreate":1659154164306,"gmtModify":1676536266614,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hopefully chip shortage issue will continue to abide and stop&nbsp;causing PS5 console to be a \"limited\"&nbsp; item.","listText":"Hopefully chip shortage issue will continue to abide and stop&nbsp;causing PS5 console to be a \"limited\"&nbsp; item.","text":"Hopefully chip shortage issue will continue to abide and stop causing PS5 console to be a \"limited\" item.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901804006","repostId":"2255153276","repostType":2,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072960030,"gmtCreate":1657939599120,"gmtModify":1676536085460,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Indeed. Read and do your own research.&nbsp; Can the growth stock really grow? Sounding more a hype now and money&nbsp;trap.","listText":"Indeed. Read and do your own research.&nbsp; Can the growth stock really grow? Sounding more a hype now and money&nbsp;trap.","text":"Indeed. Read and do your own research. Can the growth stock really grow? Sounding more a hype now and money trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072960030","repostId":"2251346959","repostType":4,"repost":{"id":"2251346959","pubTimestamp":1657933739,"share":"https://www.laohu8.com/m/news/2251346959?lang=&edition=full","pubTime":"2022-07-16 09:08","market":"us","language":"en","title":"Cathie Wood's Growth Stocks Are Primed to Go Parabolic","url":"https://stock-news.laohu8.com/highlight/detail?id=2251346959","media":"InvestorPlace","summary":"Cathie Wood's stocks are forming a rare technical pattern -- a bullish ascending triangle -- which t","content":"<html><head></head><body><ul><li>Cathie Wood&#39;s stocks are forming a rare technical pattern -- a bullish ascending triangle -- which typically precede massive breakouts.</li><li>The number of Nasdaq 100 stocks trading above their 200-day moving average crossed from below to above 20% this week -- a bullish breadth crossover signal that always leads to big rallies.</li><li>Millionaire-minting stocks from 2020 could see a repeat performance in the second half of 2022.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/da0107f08becd27b6eec83b150135b14\" tg-width=\"1600\" tg-height=\"900\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: rhendrikdwenz via Shutterstock</p><p>Those high-flying growth stocks popularized during the pandemic — like <b>Shopify</b> (<b><u>SHOP</u></b>), <b>Roku</b> (<b><u>ROKU</u></b>), <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b> (<b><u>SQ</u></b>), <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a></b> (<b><u>ZM</u></b>) — are crumbling under the 2022 selloff. Joke’s on me, huh? Well, <b><u>technical indicators now suggest those same growth stocks will soar once again!</u></b></p><p>Look no further than Cathie Wood’s <b>ARK Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a></b> (<b><u>ARKK</u></b>) — a collection of the market’s momentous growthy stocks. It’s surging of late. ARKK is up about 17% over the past month. Compare that to the <b>S&amp;P 500’s</b> paltry 1.5%.</p><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/67bd2065680556fa8da3a015596ab459\" tg-width=\"1430\" tg-height=\"923\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>But that’s first-level thinking. Digging deeper, our thinking concludes that Cathie Wood’s stocks are forming a rare technical pattern — a “<b><i>bullish ascending triangle.</i></b>” Here’s the kicker: <b>Bullish ascending triangles typically precede massive breakouts.</b></p><p>Cathie Wood stocks aside, we’re seeing breadth indicators flashing <i>super </i>bullish signals across the tech sector right now.</p><p>Put it all together, and the picture comes into focus. High-flying growth stocks appear to be on the cusp of a massive breakout.</p><p>The last time these stocks broke out in 2020, millionaires were minted as their stocks went parabolic. We’re looking at a potential repeat in 2022-2023.</p><p>It’s time to back up the truck and<b> </b><b><u>load up on growth stocks</u></b><b>.</b></p><h2>Bullish Ascending Triangle</h2><p>Speaking of parabolic, let’s go back to 2020. (I know, it seems like decades ago because of “pandemic time.”) At that time, the growth of Cathie Wood’s stocks could only be properly described as nothing short of parabolic. Then, those same high-flying stocks came crashing down.</p><p>Now, <b>a rare technical pattern indicates that growth is about to go parabolic once more.</b></p><p>Since early June, the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> has formed what’s known by traders as a bullish ascending triangle pattern.</p><p>The ETF has formed a flat resistance line around $45. Its support line is rising — from $35 to $40 to, as of press time, $43. On the chart, this trading action forms an <b>ascending triangle</b>.</p><p>When this ascending triangle converges — or when the flat resistance line converges on the rising support line — the underlying asset typically sees a massive breakout.</p><p>Right now, the ARK Innovation ETF’s flat resistance line is at $45, and its rising support line is at $43. <b><i>A convergence is basically here.</i></b></p><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/df75cc16e19cfb42b63b9eec9cbd04e5\" tg-width=\"624\" tg-height=\"273\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What comes next? <b><u>Technical analysis says a massive breakout in growth stocks</u></b>.</p><p>We agree — but for reasons beyond just this bullish technical pattern.</p><h2>Bullish Breadth Indicators</h2><p>Per our analysis, Cathie Wood stocks won’t be the only ones that partake in this coming surprise breakout rally.</p><p><b>The whole tech sector should catch a ride, too. </b></p><p>Like Cathie’s investments, tech stocks have recently outperformed the broader market. As a result of this rally, a historically foolproof bullish breadth indicator has been triggered for tech stocks.</p><p>Indeed, this week, the number of <b>Nasdaq 100 </b>stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies.</p><p>When I say always, I mean <i>always</i>.</p><p>Since 2008, this signal has led to positive tech stock returns over the following 60 days <b>100% of the time</b>. The average return in that stretch? 15%.</p><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/bd39f52b3f9e0cb4bcd9b28e6a5df478\" tg-width=\"624\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In other words, one of history’s most reliable bullish breadth indicators likely triggered tech stocks toward a massive short-term breakout.</p><p>Couple that with the ascending bullish triangle forming in the ARK Innovation ETF. The data implies that <b><u>you should buy growth stocks right now to score big gains over the next 3 months</u></b>.</p><h2>The Final Word on a Breakout in Growth Stocks</h2><p>I don’t like repeating myself, but some statements bear repeating. To that end, <b>stocks have been crushed in 2022</b>. You know it. I know it. Our portfolios definitely know it. Consequently, investors are running from the markets to hide from the collateral damage. But don’t despair! I’ve just laid out a mountain of (growing) evidence suggesting that, not only is the worst of the selloff over, but a massive market rebound is also on the horizon.</p><p>Here’s the thing:<b> That rebound will only be concentrated in high-growth stocks.</b></p><p>Those millionaire-minting stocks from 2020 could see a repeat performance in the second half of 2022.</p><p>One such stock is a tiny $3 technology stock. It may be <b><u>the most compelling 12-month investment in the market today</u></b>.</p><p>See; the world’s largest company — <b>Apple </b>(<b><u>AAPL</u></b>) — will reportedly announce a brand-new product over the next 12 months.</p><p>It’s not another iPhone, Apple Watch, or iPad. It’s an innovative new product that could be bigger than all those products combined.</p><p>And per my analysis, the $3 stock I’m talking about is positioned to secure a partnership with Apple. If that happens, it will supply a critical piece of technology to make this new product hum.</p><p>Quick market tip: Apple supplier stocks don’t trade for $3. Just look at <b>Skyworks</b> (<b><u>SWKS</u></b>) stock. That’s a major iPhone parts supplier. It’s trading for $100. Long ago, though, it also traded for $3.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Growth Stocks Are Primed to Go Parabolic</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Growth Stocks Are Primed to Go Parabolic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-16 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/07/growth-stocks-look-ready-to-go-parabolic/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's stocks are forming a rare technical pattern -- a bullish ascending triangle -- which typically precede massive breakouts.The number of Nasdaq 100 stocks trading above their 200-day ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/07/growth-stocks-look-ready-to-go-parabolic/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKX":"ARK Space Exploration & Innovation ETF","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internation ETF"},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/07/growth-stocks-look-ready-to-go-parabolic/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251346959","content_text":"Cathie Wood's stocks are forming a rare technical pattern -- a bullish ascending triangle -- which typically precede massive breakouts.The number of Nasdaq 100 stocks trading above their 200-day moving average crossed from below to above 20% this week -- a bullish breadth crossover signal that always leads to big rallies.Millionaire-minting stocks from 2020 could see a repeat performance in the second half of 2022.Source: rhendrikdwenz via ShutterstockThose high-flying growth stocks popularized during the pandemic — like Shopify (SHOP), Roku (ROKU), Block (SQ), Zoom (ZM) — are crumbling under the 2022 selloff. Joke’s on me, huh? Well, technical indicators now suggest those same growth stocks will soar once again!Look no further than Cathie Wood’s ARK Innovation Pacer Swan SOS Fund of Funds ETF|ETF (ARKK) — a collection of the market’s momentous growthy stocks. It’s surging of late. ARKK is up about 17% over the past month. Compare that to the S&P 500’s paltry 1.5%.But that’s first-level thinking. Digging deeper, our thinking concludes that Cathie Wood’s stocks are forming a rare technical pattern — a “bullish ascending triangle.” Here’s the kicker: Bullish ascending triangles typically precede massive breakouts.Cathie Wood stocks aside, we’re seeing breadth indicators flashing super bullish signals across the tech sector right now.Put it all together, and the picture comes into focus. High-flying growth stocks appear to be on the cusp of a massive breakout.The last time these stocks broke out in 2020, millionaires were minted as their stocks went parabolic. We’re looking at a potential repeat in 2022-2023.It’s time to back up the truck and load up on growth stocks.Bullish Ascending TriangleSpeaking of parabolic, let’s go back to 2020. (I know, it seems like decades ago because of “pandemic time.”) At that time, the growth of Cathie Wood’s stocks could only be properly described as nothing short of parabolic. Then, those same high-flying stocks came crashing down.Now, a rare technical pattern indicates that growth is about to go parabolic once more.Since early June, the ARK Innovation ETF has formed what’s known by traders as a bullish ascending triangle pattern.The ETF has formed a flat resistance line around $45. Its support line is rising — from $35 to $40 to, as of press time, $43. On the chart, this trading action forms an ascending triangle.When this ascending triangle converges — or when the flat resistance line converges on the rising support line — the underlying asset typically sees a massive breakout.Right now, the ARK Innovation ETF’s flat resistance line is at $45, and its rising support line is at $43. A convergence is basically here.What comes next? Technical analysis says a massive breakout in growth stocks.We agree — but for reasons beyond just this bullish technical pattern.Bullish Breadth IndicatorsPer our analysis, Cathie Wood stocks won’t be the only ones that partake in this coming surprise breakout rally.The whole tech sector should catch a ride, too. Like Cathie’s investments, tech stocks have recently outperformed the broader market. As a result of this rally, a historically foolproof bullish breadth indicator has been triggered for tech stocks.Indeed, this week, the number of Nasdaq 100 stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies.When I say always, I mean always.Since 2008, this signal has led to positive tech stock returns over the following 60 days 100% of the time. The average return in that stretch? 15%.In other words, one of history’s most reliable bullish breadth indicators likely triggered tech stocks toward a massive short-term breakout.Couple that with the ascending bullish triangle forming in the ARK Innovation ETF. The data implies that you should buy growth stocks right now to score big gains over the next 3 months.The Final Word on a Breakout in Growth StocksI don’t like repeating myself, but some statements bear repeating. To that end, stocks have been crushed in 2022. You know it. I know it. Our portfolios definitely know it. Consequently, investors are running from the markets to hide from the collateral damage. But don’t despair! I’ve just laid out a mountain of (growing) evidence suggesting that, not only is the worst of the selloff over, but a massive market rebound is also on the horizon.Here’s the thing: That rebound will only be concentrated in high-growth stocks.Those millionaire-minting stocks from 2020 could see a repeat performance in the second half of 2022.One such stock is a tiny $3 technology stock. It may be the most compelling 12-month investment in the market today.See; the world’s largest company — Apple (AAPL) — will reportedly announce a brand-new product over the next 12 months.It’s not another iPhone, Apple Watch, or iPad. It’s an innovative new product that could be bigger than all those products combined.And per my analysis, the $3 stock I’m talking about is positioned to secure a partnership with Apple. If that happens, it will supply a critical piece of technology to make this new product hum.Quick market tip: Apple supplier stocks don’t trade for $3. Just look at Skyworks (SWKS) stock. That’s a major iPhone parts supplier. It’s trading for $100. Long ago, though, it also traded for $3.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027823852,"gmtCreate":1654009739976,"gmtModify":1676535378173,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Just DCA, until more Asian economy open..keep eyes out for next quarter.&nbsp;","listText":"Just DCA, until more Asian economy open..keep eyes out for next quarter.&nbsp;","text":"Just DCA, until more Asian economy open..keep eyes out for next quarter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027823852","repostId":"2239728861","repostType":2,"repost":{"id":"2239728861","pubTimestamp":1654007908,"share":"https://www.laohu8.com/m/news/2239728861?lang=&edition=full","pubTime":"2022-05-31 22:38","market":"us","language":"en","title":"Grab Surged 13.69% as Upgraded to Outperform","url":"https://stock-news.laohu8.com/highlight/detail?id=2239728861","media":"seekingalpha","summary":"Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/489b2d62b9e839d534d4b2126a8c2727\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ride-hailing segment.</p><p><img src=\"https://static.tigerbbs.com/6f6c4e64fdb17d86336fb0ca3030f51f\" tg-width=\"830\" tg-height=\"840\" width=\"100%\" height=\"auto\"/></p><p>The expected rebound in ride-hailing should help to offset a moderation in food delivery. The upgrade also reflects potential long-term value from fintech and grocery segments, he said.</p><p>&#34;Ride-hailing will benefit from the reopening, and the scale-up can be non-linear as demand for mobility normalizes and costs reduce with an increase in driver supply,&#34; Garre wrote in a note to clients. &#34;Near term, while driver supply and fuel challenges remain, we see this reflected in valuations. We expect a 35% CAGR in bookings (CY&#39;21-&#39;24), with margins bottoming in 1H22.&#34;</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>Grab Surged 13.69% as Upgraded to Outperform</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\">\nGrab Surged 13.69% as Upgraded to Outperform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ...</p>\n\n<a href=\"https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2239728861","content_text":"Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ride-hailing segment.The expected rebound in ride-hailing should help to offset a moderation in food delivery. The upgrade also reflects potential long-term value from fintech and grocery segments, he said.\"Ride-hailing will benefit from the reopening, and the scale-up can be non-linear as demand for mobility normalizes and costs reduce with an increase in driver supply,\" Garre wrote in a note to clients. \"Near term, while driver supply and fuel challenges remain, we see this reflected in valuations. We expect a 35% CAGR in bookings (CY'21-'24), with margins bottoming in 1H22.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068469914,"gmtCreate":1651798995538,"gmtModify":1676534972933,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Would buying on all three market?","listText":"Would buying on all three market?","text":"Would buying on all three market?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068469914","repostId":"2233913872","repostType":4,"repost":{"id":"2233913872","pubTimestamp":1651796071,"share":"https://www.laohu8.com/m/news/2233913872?lang=&edition=full","pubTime":"2022-05-06 08:14","market":"sg","language":"en","title":"NIO Inc. Announces Proposed Secondary Listing on the Singapore Exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=2233913872","media":"StreetInsider","summary":"NIO Inc. (NYSE: NIO; HKEX: 9866) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced the proposed secondary listing of its Class A o","content":"<html><head></head><body><p>NIO Inc. (NYSE: NIO; HKEX: 9866) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced the proposed secondary listing of its Class A ordinary shares, par value US$0.00025 per share (the “Shares”), by way of introduction on the Main Board of the Singapore Exchange Securities Trading Limited (the “SGX-ST”). The Company’s American depositary shares (the “ADSs”), each representing <a href=\"https://laohu8.com/S/AONE.U\">one</a> Share, will continue to be primarily listed and traded on the New York Stock Exchange (the “NYSE”).</p><p>The Company has received a conditional eligibility-to-list letter (“ETL”) from the SGX-ST on May 5, 2022 for the listing and quotation of the Shares on the Main Board of the SGX-ST. The ETL is not an indication of the merits of the proposed secondary listing of the Company’s Shares on the SGX-ST, the Company, its subsidiaries, the ADSs and/or the Company’s Shares. An introductory document relating to the proposed secondary listing by way of introduction of the Shares on the Main Board of the SGX-ST is targeted to be issued later this month prior to the listing on the Main Board of the SGX-ST. Upon listing on the Main Board of the SGX-ST, the Shares listed on the Main Board of the SGX-ST will be fully fungible with the ADSs listed on the NYSE.</p><p>This press release shall not constitute an offer to sell or the solicitation of an offer or an invitation to buy any securities of the Company, nor shall there be any offer or sale of the securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such state or other jurisdiction.</p><p><img src=\"https://static.tigerbbs.com/b4ebcea3df5c41a596a89799ff2c75e3\" tg-width=\"1532\" tg-height=\"1022\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"highlight_streetinsider","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>NIO Inc. Announces Proposed Secondary Listing on the Singapore Exchange</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\">\nNIO Inc. Announces Proposed Secondary Listing on the Singapore Exchange\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20029900><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO Inc. (NYSE: NIO; HKEX: 9866) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced the proposed secondary listing of its Class A ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20029900\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","TERN":"Terns Pharmaceuticals, Inc.","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","FWRG":"First Watch Restaurant Group, Inc.","BK4504":"桥水持仓","BK4209":"餐馆","OLPX":"Olaplex Holdings, Inc.","BK4099":"汽车制造商","BK4183":"个人用品","BK4548":"巴美列捷福持仓","BOLT":"Bolt Biotherapeutics, Inc.","BK4539":"次新股","BK4532":"文艺复兴科技持仓","CRCT":"Cricut, Inc.","BK4531":"中概回港概念","BK4191":"家用电器","BK4534":"瑞士信贷持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4555":"新能源车","BK4139":"生物科技","BK4007":"制药","BK4509":"腾讯概念","NIO":"蔚来","BK4167":"医疗保健技术","HCTI":"Healthcare Triangle, Inc.","BK4526":"热门中概股"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20029900","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233913872","content_text":"NIO Inc. (NYSE: NIO; HKEX: 9866) (“NIO” or the “Company”), a pioneer and a leading company in the premium smart electric vehicle market, today announced the proposed secondary listing of its Class A ordinary shares, par value US$0.00025 per share (the “Shares”), by way of introduction on the Main Board of the Singapore Exchange Securities Trading Limited (the “SGX-ST”). The Company’s American depositary shares (the “ADSs”), each representing one Share, will continue to be primarily listed and traded on the New York Stock Exchange (the “NYSE”).The Company has received a conditional eligibility-to-list letter (“ETL”) from the SGX-ST on May 5, 2022 for the listing and quotation of the Shares on the Main Board of the SGX-ST. The ETL is not an indication of the merits of the proposed secondary listing of the Company’s Shares on the SGX-ST, the Company, its subsidiaries, the ADSs and/or the Company’s Shares. An introductory document relating to the proposed secondary listing by way of introduction of the Shares on the Main Board of the SGX-ST is targeted to be issued later this month prior to the listing on the Main Board of the SGX-ST. Upon listing on the Main Board of the SGX-ST, the Shares listed on the Main Board of the SGX-ST will be fully fungible with the ADSs listed on the NYSE.This press release shall not constitute an offer to sell or the solicitation of an offer or an invitation to buy any securities of the Company, nor shall there be any offer or sale of the securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such state or other jurisdiction.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088178238,"gmtCreate":1650327773048,"gmtModify":1676534696664,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[Smug]&nbsp;","listText":"[Smug]&nbsp;","text":"[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088178238","repostId":"1189727213","repostType":4,"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089816687,"gmtCreate":1649981091298,"gmtModify":1676534619935,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Excellent!! Good for pushing up the stock price.","listText":"Excellent!! Good for pushing up the stock price.","text":"Excellent!! Good for pushing up the stock price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089816687","repostId":"1153965671","repostType":4,"repost":{"id":"1153965671","pubTimestamp":1649978190,"share":"https://www.laohu8.com/m/news/1153965671?lang=&edition=full","pubTime":"2022-04-15 07:16","market":"us","language":"en","title":"Apple Readies Several New Macs With Next-Generation M2 Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1153965671","media":"Bloomberg","summary":"Company has started testing the machines with third-party appsUpdated MacBook Pro and Air, Mac Pro a","content":"<html><head></head><body><ul><li>Company has started testing the machines with third-party apps</li><li>Updated MacBook Pro and Air, Mac Pro and mini models coming</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b00138b410d56434275ea404ccd1afa\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>A Macbook Pro computer at an Apple store in Seoul this month.Photographer: SeongJoon Cho/Bloomberg</span></p><p>Apple Inc. has started widespread internal testing of several new Mac models with next-generation M2 chips, according to developer logs, part of its push to make more powerful computers using homegrown processors.</p><p>The company is testing at least nine new Macs with four different M2-based chips -- the successors to the current M1 line -- with third-party apps in its App Store, according to the logs, which were corroborated by people familiar with the matter. The move is a key step in the development process, suggesting that the new machines may be nearing release in the coming months.</p><p>The M2 chip is Apple’s latest attempt to push the boundaries of computer processing after a split with Intel Corp. in recent years. Apple has gradually replaced Intel chips with its own silicon, and now looks to make further gains with a more advanced line.</p><p>After years of slow growth, the Mac computer division enjoyed a resurgence the past two years, helped in part by home office workers buying new equipment. The business generated $35.2 billion in sales the past fiscal year, about 10% of Apple’s total.</p><p>Even though testing is far along in some cases, there are no guarantees that all the models will ultimately be released. A spokeswoman for Cupertino, California-based Apple declined to comment on the plans.</p><p>The new machines being tested include:</p><ul><li>A MacBook Air with an M2 chip, codenamed J413. This Mac will have eight CPU cores, the components that handle the main processing, and 10 cores for graphics. That’s up from eight graphics cores in the current MacBook Air.</li><li>A Mac mini with an M2 chip, codenamed J473. This machine will have the same specifications as the MacBook Air. There’s also an “M2 Pro” variation, codenamed J474, in testing.</li><li>An entry-level MacBook Pro with an M2 chip, codenamed J493. This too will have the same specifications as the MacBook Air.</li><li>A 14-inch MacBook Pro with M2 Pro and “M2 Max” chips, codenamed J414. The M2 Max chip has 12 CPU cores and 38 graphics cores, up from 10 CPU cores and 32 graphics cores in the current model, according to the logs. It will also have 64 gigabytes of memory.</li><li>A 16-inch MacBook Pro with M2 Pro and M2 Max chips, codenamed J416. The 16-inch MacBook Pro’s M2 Max will have the same specifications as the 14-inch MacBook Pro version.</li><li>A Mac Pro, codenamed J180. This machine will include a successor to the M1 Ultra chip used in the Mac Studio computer.</li></ul><p>Apple is also testing a Mac mini with an M1 Pro chip, the same processor used in the entry-level 14-inch and 16-inch MacBook Pros today. That machine is codenamed J374. The company has tested an M1 Max version of the Mac mini as well, but the new Mac Studio may make these machines redundant.</p><p>The new MacBook Air, low-end MacBook Pro and new Mac mini are scheduled to debut as early as this year, with at least two Macs planned for launch around the middle of the year, Bloomberg has previously reported. The new MacBook Air is destined to be the product’s biggest redesign in its history, adding a thinner frame and MagSafe charging.</p><p>Logs maintained by developers have accurately predicted specifications of upcoming Macs in the past. Last year, logsrevealedthat the MacBook Pro chips would be named the M1 Pro and M1 Max.</p><p>Apple hasn’t updated the MacBook Air, Mac mini or the entry-level MacBook Pro since it launched the original M1 chip in November 2020. However, the 14-inch and 16-inch MacBook Pros went on sale more recently,in October of last year.</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>Apple Readies Several New Macs With Next-Generation M2 Chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Readies Several New Macs With Next-Generation M2 Chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 07:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-14/apple-readies-several-new-macs-with-next-generation-m2-chips?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company has started testing the machines with third-party appsUpdated MacBook Pro and Air, Mac Pro and mini models comingA Macbook Pro computer at an Apple store in Seoul this month.Photographer: ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-14/apple-readies-several-new-macs-with-next-generation-m2-chips?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":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-14/apple-readies-several-new-macs-with-next-generation-m2-chips?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153965671","content_text":"Company has started testing the machines with third-party appsUpdated MacBook Pro and Air, Mac Pro and mini models comingA Macbook Pro computer at an Apple store in Seoul this month.Photographer: SeongJoon Cho/BloombergApple Inc. has started widespread internal testing of several new Mac models with next-generation M2 chips, according to developer logs, part of its push to make more powerful computers using homegrown processors.The company is testing at least nine new Macs with four different M2-based chips -- the successors to the current M1 line -- with third-party apps in its App Store, according to the logs, which were corroborated by people familiar with the matter. The move is a key step in the development process, suggesting that the new machines may be nearing release in the coming months.The M2 chip is Apple’s latest attempt to push the boundaries of computer processing after a split with Intel Corp. in recent years. Apple has gradually replaced Intel chips with its own silicon, and now looks to make further gains with a more advanced line.After years of slow growth, the Mac computer division enjoyed a resurgence the past two years, helped in part by home office workers buying new equipment. The business generated $35.2 billion in sales the past fiscal year, about 10% of Apple’s total.Even though testing is far along in some cases, there are no guarantees that all the models will ultimately be released. A spokeswoman for Cupertino, California-based Apple declined to comment on the plans.The new machines being tested include:A MacBook Air with an M2 chip, codenamed J413. This Mac will have eight CPU cores, the components that handle the main processing, and 10 cores for graphics. That’s up from eight graphics cores in the current MacBook Air.A Mac mini with an M2 chip, codenamed J473. This machine will have the same specifications as the MacBook Air. There’s also an “M2 Pro” variation, codenamed J474, in testing.An entry-level MacBook Pro with an M2 chip, codenamed J493. This too will have the same specifications as the MacBook Air.A 14-inch MacBook Pro with M2 Pro and “M2 Max” chips, codenamed J414. The M2 Max chip has 12 CPU cores and 38 graphics cores, up from 10 CPU cores and 32 graphics cores in the current model, according to the logs. It will also have 64 gigabytes of memory.A 16-inch MacBook Pro with M2 Pro and M2 Max chips, codenamed J416. The 16-inch MacBook Pro’s M2 Max will have the same specifications as the 14-inch MacBook Pro version.A Mac Pro, codenamed J180. This machine will include a successor to the M1 Ultra chip used in the Mac Studio computer.Apple is also testing a Mac mini with an M1 Pro chip, the same processor used in the entry-level 14-inch and 16-inch MacBook Pros today. That machine is codenamed J374. The company has tested an M1 Max version of the Mac mini as well, but the new Mac Studio may make these machines redundant.The new MacBook Air, low-end MacBook Pro and new Mac mini are scheduled to debut as early as this year, with at least two Macs planned for launch around the middle of the year, Bloomberg has previously reported. The new MacBook Air is destined to be the product’s biggest redesign in its history, adding a thinner frame and MagSafe charging.Logs maintained by developers have accurately predicted specifications of upcoming Macs in the past. Last year, logsrevealedthat the MacBook Pro chips would be named the M1 Pro and M1 Max.Apple hasn’t updated the MacBook Air, Mac mini or the entry-level MacBook Pro since it launched the original M1 chip in November 2020. However, the 14-inch and 16-inch MacBook Pros went on sale more recently,in October of last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089819608,"gmtCreate":1649980945228,"gmtModify":1676534619850,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Everyone stay safe and positive&nbsp;","listText":"Everyone stay safe and positive&nbsp;","text":"Everyone stay safe and positive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089819608","repostId":"1133070824","repostType":2,"repost":{"id":"1133070824","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649399100,"share":"https://www.laohu8.com/m/news/1133070824?lang=&edition=full","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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>Reminder: Holiday Trading Hours during Good Friday and Easter</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\">\nReminder: Holiday Trading Hours during Good Friday and Easter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016102329,"gmtCreate":1649138636391,"gmtModify":1676534458187,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>on a good run.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>on a good run.","text":"$Palantir Technologies Inc.(PLTR)$on a good run.","images":[{"img":"https://community-static.tradeup.com/news/a553e0a5f8b7295ec359f25c89e1ffe7","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016102329","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9019580404,"gmtCreate":1648608584115,"gmtModify":1676534364208,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hope there is peace.","listText":"Hope there is peace.","text":"Hope there is peace.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019580404","repostId":"2223587811","repostType":4,"repost":{"id":"2223587811","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":1648594673,"share":"https://www.laohu8.com/m/news/2223587811?lang=&edition=full","pubTime":"2022-03-30 06:57","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict","url":"https://stock-news.laohu8.com/highlight/detail?id=2223587811","media":"Reuters","summary":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.9","content":"<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 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>US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict\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\">2022-03-30 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","BK4131":"航空货运与物流","QID":"纳指两倍做空ETF","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF","BK4127":"投资银行业与经纪业","FDX":"联邦快递","QLD":"纳指两倍做多ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","DDM":"道指两倍做多ETF","RJF":"瑞杰金融","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","BK4533":"AQR资本管理(全球第二大对冲基金)","DXD":"道指两倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223587811","content_text":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.97%, S&P 500 up 1.23%, Nasdaq up 1.84%(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.\"If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,\" said Art Hogan, chief market strategist at National Securities in New York.\"It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.\"The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.After a dismal start to the year for stocks that saw the S&P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.\"While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,\" said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.After slumping more than 2% on Monday, the S&P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.FedEx Corp  gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read moreVolume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.The S&P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037303425,"gmtCreate":1648017651635,"gmtModify":1676534293617,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"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/9037303425","repostId":"1181420530","repostType":2,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034950251,"gmtCreate":1647766740318,"gmtModify":1676534264479,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034950251","repostId":"2220726035","repostType":4,"repost":{"id":"2220726035","pubTimestamp":1647650557,"share":"https://www.laohu8.com/m/news/2220726035?lang=&edition=full","pubTime":"2022-03-19 08:42","market":"us","language":"en","title":"Disney: Awakening The Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2220726035","media":"seekingalpha","summary":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Disney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it&#39;s operating in.</li><li>ESPN&#39;s huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.</li><li>Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney&#39;s parks along with an improvement in margins.</li><li>Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b25c502149358c089ee67660f6d4830\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>hapabapa/iStock Editorial via Getty Images</span></p><p>Walt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.</p><p><b>Investment thesis</b></p><p>The investment theses for Disney are as follows:</p><ol><li>Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.</li><li>Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.</li><li>Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.</li></ol><p>Overview</p><p>When looking at Disney, it&#39;s important to note the revenue mix of the company. There are two main segments to Disney:</p><ol><li>Disney Media &amp; Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney&#39;s reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, Hulu</li><li>Disney Parks, Experiences &amp; Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney&#39;s most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.</li></ol><p>However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney&#39;s DTC streaming services like Disney+</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85405b7865b0cfd86dacf33622d3fdb2\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>Revenue mix and growth of Disney (Disney Annual Reports)</span></p><p>When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney&#39;s DPEP segment operating margins will normalise as customers return to its parks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde9d56416980fbbade8ae8f921bbbd\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Disney Operating Income Mix and Growth (Disney Annual Reports)</span></p><p><b>Disney+ is well positioned for the future</b></p><p>With net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.</p><p>Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.</p><p>Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release <i>Turning Red</i> (11 March) and Marvel releases <i>Moon Knight</i> (30 March).</p><p>More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series <i>Andor</i> (To be announced) and <i>Obi-Wan Kenobi</i> (25 March), new Marvel series <i>Ms. Marvel</i> (To be announced) and <i>She-Hulk</i> (To be announced), a live-action <i>Pinocchio</i>(To be announced) starring Tom Hanks, and <i>Hocus Pocus 2</i> (FY2023).</p><p>Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.</p><p>In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.</p><p>Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.</p><p>In the 1QFY22 management call, management emphasised Disney+&#39;s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.</p><p>In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.</p><p><b>Sports could be a future bright spot</b></p><p>In the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN&#39;s parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney&#39;s brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.</p><p>In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks from</p><p>There were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.</p><p>Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN&#39;s reach and scale to partner with 3rd parties in the sports betting space.</p><p>In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney&#39;s owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.</p><p>In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.</p><p><b>Recovery of parks will bring huge revenue and operating income upside</b></p><p>In 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.</p><p>Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.</p><p>Furthermore, based on the latest results, trends in attendance at Disney&#39;s domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.</p><p>Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney&#39;s domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.</p><p>For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney&#39;s Parks segment will be significant in FY2022.</p><p><b>Valuation</b></p><p>Based on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/592ec77a3e6703ec77a973ea2f37ec2d\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>SOTP Valuation of Disney (Author generated model)</span></p><p>Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.</p><p>Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney&#39;s competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bba2de777172d857327f65f1635488c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, as highlighted in earlier sections, Disney&#39;s growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney&#39;s revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b539d4941a78dc5366d8a9b95abaa13\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks</b></p><p><b>Competition</b></p><p>We are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney&#39;s subscriber and margin growth.</p><p><b>COVID related risks</b></p><p>As Disney&#39;s traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney&#39;s parks are operating in could result in slower than expected recovery.</p><p><b>Conclusion</b></p><p>All in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.</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>Disney: Awakening The Sleeping Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney: Awakening The Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional...</p>\n\n<a href=\"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220726035","content_text":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney's parks along with an improvement in margins.Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.hapabapa/iStock Editorial via Getty ImagesWalt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.Investment thesisThe investment theses for Disney are as follows:Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.OverviewWhen looking at Disney, it's important to note the revenue mix of the company. There are two main segments to Disney:Disney Media & Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney's reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, HuluDisney Parks, Experiences & Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney's most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney's DTC streaming services like Disney+Revenue mix and growth of Disney (Disney Annual Reports)When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney's DPEP segment operating margins will normalise as customers return to its parks.Disney Operating Income Mix and Growth (Disney Annual Reports)Disney+ is well positioned for the futureWith net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release Turning Red (11 March) and Marvel releases Moon Knight (30 March).More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series Andor (To be announced) and Obi-Wan Kenobi (25 March), new Marvel series Ms. Marvel (To be announced) and She-Hulk (To be announced), a live-action Pinocchio(To be announced) starring Tom Hanks, and Hocus Pocus 2 (FY2023).Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.In the 1QFY22 management call, management emphasised Disney+'s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.Sports could be a future bright spotIn the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN's parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney's brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks fromThere were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN's reach and scale to partner with 3rd parties in the sports betting space.In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney's owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.Recovery of parks will bring huge revenue and operating income upsideIn 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.Furthermore, based on the latest results, trends in attendance at Disney's domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney's domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney's Parks segment will be significant in FY2022.ValuationBased on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.SOTP Valuation of Disney (Author generated model)Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney's competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.Data by YChartsHowever, as highlighted in earlier sections, Disney's growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney's revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.Data by YChartsRisksCompetitionWe are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney's subscriber and margin growth.COVID related risksAs Disney's traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney's parks are operating in could result in slower than expected recovery.ConclusionAll in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032734697,"gmtCreate":1647440663777,"gmtModify":1676534230424,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good partnership&nbsp;","listText":"Good partnership&nbsp;","text":"Good partnership","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032734697","repostId":"1162299675","repostType":4,"repost":{"id":"1162299675","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647438577,"share":"https://www.laohu8.com/m/news/1162299675?lang=&edition=full","pubTime":"2022-03-16 21:49","market":"us","language":"en","title":"Grab Shares Jumped Nearly 15% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1162299675","media":"Tiger Newspress","summary":"Grab shares jumped nearly 15% in morning trading.Starbucks today announced an integrated partnership","content":"<html><head></head><body><p>Grab shares jumped nearly 15% in morning trading.<img src=\"https://static.tigerbbs.com/a30e50d3bdf697a65974b4f64d008786\" tg-width=\"708\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/>Starbucks today announced an integrated partnership with Grab, Southeast Asia&#39;s leading superapp, across six markets, including the Philippines, Thailand, Singapore, Malaysia, Indonesia, and Vietnam. The partnership will provide customers across Southeast Asia with a seamless<i>Starbucks Experience</i>, allowing them to earn Starbucks Rewards benefits on purchases through Grab, have more ways to order and pay in stores, and enjoy their Starbucks orders sooner with last-mile delivery fulfillment through Grab&#39;s delivery network.</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>Grab Shares Jumped Nearly 15% in Morning Trading</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\">\nGrab Shares Jumped Nearly 15% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-16 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab shares jumped nearly 15% in morning trading.<img src=\"https://static.tigerbbs.com/a30e50d3bdf697a65974b4f64d008786\" tg-width=\"708\" tg-height=\"632\" referrerpolicy=\"no-referrer\"/>Starbucks today announced an integrated partnership with Grab, Southeast Asia&#39;s leading superapp, across six markets, including the Philippines, Thailand, Singapore, Malaysia, Indonesia, and Vietnam. The partnership will provide customers across Southeast Asia with a seamless<i>Starbucks Experience</i>, allowing them to earn Starbucks Rewards benefits on purchases through Grab, have more ways to order and pay in stores, and enjoy their Starbucks orders sooner with last-mile delivery fulfillment through Grab&#39;s delivery network.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162299675","content_text":"Grab shares jumped nearly 15% in morning trading.Starbucks today announced an integrated partnership with Grab, Southeast Asia's leading superapp, across six markets, including the Philippines, Thailand, Singapore, Malaysia, Indonesia, and Vietnam. The partnership will provide customers across Southeast Asia with a seamlessStarbucks Experience, allowing them to earn Starbucks Rewards benefits on purchases through Grab, have more ways to order and pay in stores, and enjoy their Starbucks orders sooner with last-mile delivery fulfillment through Grab's delivery network.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032849861,"gmtCreate":1647339465588,"gmtModify":1676534218148,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Still some way to go to bottom","listText":"Still some way to go to bottom","text":"Still some way to go to bottom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032849861","repostId":"1142204732","repostType":4,"repost":{"id":"1142204732","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1647331343,"share":"https://www.laohu8.com/m/news/1142204732?lang=&edition=full","pubTime":"2022-03-15 16:02","market":"us","language":"en","title":"Hot Chinese ADRs Tumbled in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1142204732","media":"Tiger Newspress","summary":"Alibaba, JD.com, Pinduoduo, Baidu, Bilibili, NetEase, Nio and iQiyi fell between 3% and 9%.","content":"<html><head></head><body><p>Alibaba, JD.com, Pinduoduo, Baidu, Bilibili, NetEase, Nio and iQiyi fell between 3% and 9%.</p><p><img src=\"https://static.tigerbbs.com/26aeebed1edf1b72181272873d2e5a57\" tg-width=\"823\" tg-height=\"590\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Tumbled in Premarket Trading</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\">\nHot Chinese ADRs Tumbled in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-15 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba, JD.com, Pinduoduo, Baidu, Bilibili, NetEase, Nio and iQiyi fell between 3% and 9%.</p><p><img src=\"https://static.tigerbbs.com/26aeebed1edf1b72181272873d2e5a57\" tg-width=\"823\" tg-height=\"590\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","BABA":"阿里巴巴","PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142204732","content_text":"Alibaba, JD.com, Pinduoduo, Baidu, Bilibili, NetEase, Nio and iQiyi fell between 3% and 9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032012845,"gmtCreate":1647233369198,"gmtModify":1676534205971,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032012845","repostId":"2219022361","repostType":2,"repost":{"id":"2219022361","pubTimestamp":1647220662,"share":"https://www.laohu8.com/m/news/2219022361?lang=&edition=full","pubTime":"2022-03-14 09:17","market":"us","language":"en","title":"Alphabet and Amazon Stock Splits: 3 High-Flying Stocks That Could Split Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2219022361","media":"Motley Fool","summary":"Two high-profile FAANG stocks splitting their shares may entice these companies to follow suit.","content":"<html><head></head><body><p>Despite a mountain of economic data and earnings news over the past month, the biggest news for two popular FAANG stocks over the past five weeks was the announcement that they&#39;d be enacting stock splits.</p><p>First up was <b>Alphabet</b> (NASDAQ:GOOGL) (NASDAQ:GOOG), the parent company of internet search engine Google and streaming platform YouTube. Alphabet announced a 20-for-1 forward stock split that, as of the closing bell on March 9, would bring its share price down to around $133 (for the Class A shares, GOOGL). Shareholders still need to vote to approve the split, which is expected to take effect in mid-July.</p><p>This past week, e-commerce giant <b>Amazon</b> (NASDAQ:AMZN) followed suit with a 20-for-1 forward stock split announcement of its own. Assuming it receives shareholder approval, Amazon&#39;s lofty share price will come down to around $139, based on its March 9 close. This will be Amazon&#39;s first stock split since September 1999.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9a9b323ff30faa3ac6ab8223b047381\" tg-width=\"700\" tg-height=\"461\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>What you need to know about stock splits</h2><p>Stock splits have absolutely no effect on the operating performance of an underlying business. In other words, a company isn&#39;t going to sell more or less of its product or service just because a split is going to take place. Rather, a stock split is merely a way for publicly traded companies to alter their share price and outstanding share count without affecting their market value.</p><p>As an example, Amazon shares are set to fall from around $2,785 to one-twentieth of their current per-share value -- around $139.25. However, every existing shareholder will receive 19 additional shares for each share they own. Instead of owning 1 share at $2,785, investors would have 20 shares at $139.25. Both work out to the same market value of $2,785, but the stock split mechanism allows for the share price and outstanding share count to be altered.</p><p>Why enact stock splits? The simple reason is to make shares more affordable for retail investors. If you have $500 to invest and your online brokerage doesn&#39;t allow for fractional-share investing, you can&#39;t directly put your money to work in Alphabet or Amazon right now. But after their respective splits take effect, $500 would be enough to purchase a few shares of either company.</p><p>Stock splits are also often indicative of a company that&#39;s performing well. Think of it this way: A publicly traded company&#39;s share price probably wouldn&#39;t be high enough to merit a split if it wasn&#39;t executing well and out-innovating its competition.</p><p>With Alphabet and Amazon taking off following their respective stock split announcements, the three high-flying stocks below may be next to split their shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bd808070a9dde55f37210b59edc2e23\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>A Tesla Model S charging. Image source: Tesla Motors.</span></p><h2>Tesla</h2><p>For those of you who might not recall, electric vehicle manufacturer <b>Tesla</b> (NASDAQ:TSLA) was one of the first brand-name stocks to see its valuation launch higher after announcing a stock split. Tesla&#39;s 5-for-1 forward split announced in August 2020 saw the company&#39;s shares trade higher by more than 60% in the 20 days between the announcement and enactment of the split.</p><p>One reason a stock split would make sense here is Tesla&#39;s share price. Although some folks have the luxury of purchasing fractional shares, other investors would be forced to save up $859 (as of March 9 close) just to buy a single share of Tesla. The company&#39;s previously announced 5-for-1 split occurred with shares at $1,374; that&#39;s well within sight given the range Tesla has been trading in this year, of about $800 to $1,200 a share.</p><p>Another reason for Tesla to consider a stock split is that Elon Musk knows his audience. Even though institutional investors and insiders combine to hold more than 61% of outstanding shares, Musk is well aware that Tesla is a favorite holding of retail investors. To keep them happy and buying Tesla stock, Musk may be willing to encourage the company&#39;s board to approve another stock split. Doing so would allow investors with less starting capital to take a position in Tesla.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b404d8a96c06b147261e7a118930373\" tg-width=\"700\" tg-height=\"510\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>AutoZone</h2><p>In February, after Alphabet announced its stock split, I believed Amazon would be the most logical company to next take the plunge. With Amazon following suit, the honor now gets bestowed on automotive replacement parts company <b>AutoZone</b> (NYSE:AZO). Investors have to go back almost 28 years to find the last time (April 1994) AutoZone enacted a stock split. A single share recently set investors back about $1,885, as of March 9.</p><p>You might be wondering why AutoZone hasn&#39;t made its shares more affordable to retail investors who don&#39;t have access to fractional-share purchases. The answer seems to be tied to the company&#39;s mammoth share repurchases over the past 24 years.</p><p>As I described last month, the company has been given a green light from its board of directors to make significant share buybacks since 1998. Including the recently reported fourth quarter, AutoZone has spent more than $28 billion repurchasing its stock over 24 years. Over that stretch, the company&#39;s outstanding share count has shrunk from 150 million to slightly below 20 million. I believe that AutoZone&#39;s board likes to highlight its progress in reducing the company&#39;s share count; a stock split, however, would nominally increase the share count. It&#39;s possible that AutoZone&#39;s board believes enacting a stock split would somehow obscure that buyback progress.</p><p>Then again, with fewer than 20 million shares outstanding, AutoZone&#39;s ability to repurchase its own stock is shrinking. If the company wants to continue returning capital to shareholders via buybacks, a stock split may be necessary.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5596b9cd58d43ee65824bd7892b9c5e\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Broadcom</h2><p>The third high-flying stock that could follow in Alphabet&#39;s and Amazon&#39;s footsteps and split is semiconductor solutions giant <b>Broadcom</b> (NASDAQ:AVGO). Although Avago Technologies -- which acquired Broadcom Corp. in early 2016 and then named the combined entity Broadcom -- never split its shares, the original Broadcom did so on three occasions (1999, 2000, and 2006).</p><p>There are a few good reasons for Broadcom to consider splitting its stock right now. First, as with the other companies on the list, Broadcom&#39;s share price is becoming prohibitively high for retail investors who don&#39;t have access to fractional-share purchases. Shares were near $600 last week and haven&#39;t dipped below $533 in over four months.</p><p>Additionally, Broadcom hasn&#39;t been leaning on share buybacks. In fact, Broadcom&#39;s board only recently authorized a $10 billion share repurchase agreement. This is a company that&#39;s focused on boosting its dividend, innovating, and acquiring other companies, rather than buying back shares. In other words, it shouldn&#39;t have the same reluctance to split that I described above with AutoZone.</p><p>A split would also make sense given that Broadcom&#39;s business is firing on all cylinders. Its backlog hit $14.9 billion in 2021, with CEO Hock Tan noting in December that the company&#39;s supply was already booked through 2022 and into 2023. Considering that chip shortages are persisting, Broadcom&#39;s share price has a very good chance of heading even higher.</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>Alphabet and Amazon Stock Splits: 3 High-Flying Stocks That Could Split Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet and Amazon Stock Splits: 3 High-Flying Stocks That Could Split Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/13/alphabet-amazon-stock-split-3-stocks-split-next/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite a mountain of economic data and earnings news over the past month, the biggest news for two popular FAANG stocks over the past five weeks was the announcement that they'd be enacting stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/13/alphabet-amazon-stock-split-3-stocks-split-next/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","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","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","AMZN":"亚马逊","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/03/13/alphabet-amazon-stock-split-3-stocks-split-next/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219022361","content_text":"Despite a mountain of economic data and earnings news over the past month, the biggest news for two popular FAANG stocks over the past five weeks was the announcement that they'd be enacting stock splits.First up was Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG), the parent company of internet search engine Google and streaming platform YouTube. Alphabet announced a 20-for-1 forward stock split that, as of the closing bell on March 9, would bring its share price down to around $133 (for the Class A shares, GOOGL). Shareholders still need to vote to approve the split, which is expected to take effect in mid-July.This past week, e-commerce giant Amazon (NASDAQ:AMZN) followed suit with a 20-for-1 forward stock split announcement of its own. Assuming it receives shareholder approval, Amazon's lofty share price will come down to around $139, based on its March 9 close. This will be Amazon's first stock split since September 1999.Image source: Getty Images.What you need to know about stock splitsStock splits have absolutely no effect on the operating performance of an underlying business. In other words, a company isn't going to sell more or less of its product or service just because a split is going to take place. Rather, a stock split is merely a way for publicly traded companies to alter their share price and outstanding share count without affecting their market value.As an example, Amazon shares are set to fall from around $2,785 to one-twentieth of their current per-share value -- around $139.25. However, every existing shareholder will receive 19 additional shares for each share they own. Instead of owning 1 share at $2,785, investors would have 20 shares at $139.25. Both work out to the same market value of $2,785, but the stock split mechanism allows for the share price and outstanding share count to be altered.Why enact stock splits? The simple reason is to make shares more affordable for retail investors. If you have $500 to invest and your online brokerage doesn't allow for fractional-share investing, you can't directly put your money to work in Alphabet or Amazon right now. But after their respective splits take effect, $500 would be enough to purchase a few shares of either company.Stock splits are also often indicative of a company that's performing well. Think of it this way: A publicly traded company's share price probably wouldn't be high enough to merit a split if it wasn't executing well and out-innovating its competition.With Alphabet and Amazon taking off following their respective stock split announcements, the three high-flying stocks below may be next to split their shares.A Tesla Model S charging. Image source: Tesla Motors.TeslaFor those of you who might not recall, electric vehicle manufacturer Tesla (NASDAQ:TSLA) was one of the first brand-name stocks to see its valuation launch higher after announcing a stock split. Tesla's 5-for-1 forward split announced in August 2020 saw the company's shares trade higher by more than 60% in the 20 days between the announcement and enactment of the split.One reason a stock split would make sense here is Tesla's share price. Although some folks have the luxury of purchasing fractional shares, other investors would be forced to save up $859 (as of March 9 close) just to buy a single share of Tesla. The company's previously announced 5-for-1 split occurred with shares at $1,374; that's well within sight given the range Tesla has been trading in this year, of about $800 to $1,200 a share.Another reason for Tesla to consider a stock split is that Elon Musk knows his audience. Even though institutional investors and insiders combine to hold more than 61% of outstanding shares, Musk is well aware that Tesla is a favorite holding of retail investors. To keep them happy and buying Tesla stock, Musk may be willing to encourage the company's board to approve another stock split. Doing so would allow investors with less starting capital to take a position in Tesla.Image source: Getty Images.AutoZoneIn February, after Alphabet announced its stock split, I believed Amazon would be the most logical company to next take the plunge. With Amazon following suit, the honor now gets bestowed on automotive replacement parts company AutoZone (NYSE:AZO). Investors have to go back almost 28 years to find the last time (April 1994) AutoZone enacted a stock split. A single share recently set investors back about $1,885, as of March 9.You might be wondering why AutoZone hasn't made its shares more affordable to retail investors who don't have access to fractional-share purchases. The answer seems to be tied to the company's mammoth share repurchases over the past 24 years.As I described last month, the company has been given a green light from its board of directors to make significant share buybacks since 1998. Including the recently reported fourth quarter, AutoZone has spent more than $28 billion repurchasing its stock over 24 years. Over that stretch, the company's outstanding share count has shrunk from 150 million to slightly below 20 million. I believe that AutoZone's board likes to highlight its progress in reducing the company's share count; a stock split, however, would nominally increase the share count. It's possible that AutoZone's board believes enacting a stock split would somehow obscure that buyback progress.Then again, with fewer than 20 million shares outstanding, AutoZone's ability to repurchase its own stock is shrinking. If the company wants to continue returning capital to shareholders via buybacks, a stock split may be necessary.Image source: Getty Images.BroadcomThe third high-flying stock that could follow in Alphabet's and Amazon's footsteps and split is semiconductor solutions giant Broadcom (NASDAQ:AVGO). Although Avago Technologies -- which acquired Broadcom Corp. in early 2016 and then named the combined entity Broadcom -- never split its shares, the original Broadcom did so on three occasions (1999, 2000, and 2006).There are a few good reasons for Broadcom to consider splitting its stock right now. First, as with the other companies on the list, Broadcom's share price is becoming prohibitively high for retail investors who don't have access to fractional-share purchases. Shares were near $600 last week and haven't dipped below $533 in over four months.Additionally, Broadcom hasn't been leaning on share buybacks. In fact, Broadcom's board only recently authorized a $10 billion share repurchase agreement. This is a company that's focused on boosting its dividend, innovating, and acquiring other companies, rather than buying back shares. In other words, it shouldn't have the same reluctance to split that I described above with AutoZone.A split would also make sense given that Broadcom's business is firing on all cylinders. Its backlog hit $14.9 billion in 2021, with CEO Hock Tan noting in December that the company's supply was already booked through 2022 and into 2023. Considering that chip shortages are persisting, Broadcom's share price has a very good chance of heading even higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031652833,"gmtCreate":1646554063029,"gmtModify":1676534139263,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good perpective","listText":"Good perpective","text":"Good perpective","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031652833","repostId":"2216108885","repostType":2,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033243479,"gmtCreate":1646296840724,"gmtModify":1676534114221,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good long investment add when on dip","listText":"Good long investment add when on dip","text":"Good long investment add when on dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033243479","repostId":"1190725364","repostType":4,"repost":{"id":"1190725364","pubTimestamp":1646287142,"share":"https://www.laohu8.com/m/news/1190725364?lang=&edition=full","pubTime":"2022-03-03 13:59","market":"us","language":"en","title":"Apple Stock: Resilient To Turbulence In 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1190725364","media":"TheStreet","summary":"So far in 2022, Apple stock has done better than the S&P 500, Nasdaq, growth stocks and tech stocks.","content":"<html><head></head><body><p>So far in 2022, Apple stock has done better than the S&amp;P 500, Nasdaq, growth stocks and tech stocks. Is the outperformance justified?</p><p>The US stock market (<b>SPY</b>) continues to bounce around on the back of macroeconomic and geopolitical turbulence. If high inflation, choked supply chains and rising interest rates were not enough, the Russia-Ukraine conflict escalated fast and has no end in sight.</p><p>Meanwhile, Apple stock (<b>AAPL</b>) has been faring better. Even though it is considered a growth and higher-beta stock, investors seem to be finding safety in this stock.</p><p><b>AAPL: an outperformer</b></p><p>The chart below is telling. So far in 2022, AAPL has dipped a modest 8%, as of the writing of this sentence. This is better than the S&amp;P 500’s and the Nasdaq’s (<b>QQQ</b>) 10% and 14% declines during the same period, respectively.</p><p>But Apple’s outperformance can not be easily explained by a sector and factor analysis alone. For example, growth stocks (<b>VUG</b>)  have shed 15% of their market value in 2022. Meanwhile, tech stock (<b>XLK</b>)  prices have sunk 13%. Apple stock has outperformed them all.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b8f1a178fb1564fef58bbcfa378b905\" tg-width=\"1200\" tg-height=\"633\" width=\"100%\" height=\"auto\"/><span>Figure 2: AAPL performance vs. S&amp;P 500, Nasdaq, XLK and VUG.</span></p><p><b>Why so resilient?</b></p><p>In my view, Apple’s resilience in 2022 is a bit counterintuitive, at first glance. Before the start of the war in Eastern Europe, the market’s biggest concern was high inflation leading to rising interest rates. This setup has been most damaging to growth and richly-valued stocks.</p><p>Because AAPL trades at the richest 2025 earnings multiple of all FAAMG names, one could have assumed that shares of the Cupertino company would have corrected sharply in Q1. So far, this has not been the case at all.</p><p>The most likely explanation is Apple’s strong business fundamentals that are unlikely to be hurt by macroeconomic and geopolitical issues — that is, unless something highly disruptive to either happens, including sharp economic growth deceleration.</p><p>Also, Apple’s business is not very dependent on Russia.I explained recently that less than 1% of the company’s revenues are estimated to come from Vladimir Putin’s country. Meanwhile, the Cupertino company does not have any Russia-based supplier.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Resilient To Turbulence In 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Resilient To Turbulence In 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-resilient-to-turbulence-in-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So far in 2022, Apple stock has done better than the S&P 500, Nasdaq, growth stocks and tech stocks. Is the outperformance justified?The US stock market (SPY) continues to bounce around on the back of...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-resilient-to-turbulence-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-resilient-to-turbulence-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190725364","content_text":"So far in 2022, Apple stock has done better than the S&P 500, Nasdaq, growth stocks and tech stocks. Is the outperformance justified?The US stock market (SPY) continues to bounce around on the back of macroeconomic and geopolitical turbulence. If high inflation, choked supply chains and rising interest rates were not enough, the Russia-Ukraine conflict escalated fast and has no end in sight.Meanwhile, Apple stock (AAPL) has been faring better. Even though it is considered a growth and higher-beta stock, investors seem to be finding safety in this stock.AAPL: an outperformerThe chart below is telling. So far in 2022, AAPL has dipped a modest 8%, as of the writing of this sentence. This is better than the S&P 500’s and the Nasdaq’s (QQQ) 10% and 14% declines during the same period, respectively.But Apple’s outperformance can not be easily explained by a sector and factor analysis alone. For example, growth stocks (VUG)  have shed 15% of their market value in 2022. Meanwhile, tech stock (XLK)  prices have sunk 13%. Apple stock has outperformed them all.Figure 2: AAPL performance vs. S&P 500, Nasdaq, XLK and VUG.Why so resilient?In my view, Apple’s resilience in 2022 is a bit counterintuitive, at first glance. Before the start of the war in Eastern Europe, the market’s biggest concern was high inflation leading to rising interest rates. This setup has been most damaging to growth and richly-valued stocks.Because AAPL trades at the richest 2025 earnings multiple of all FAAMG names, one could have assumed that shares of the Cupertino company would have corrected sharply in Q1. So far, this has not been the case at all.The most likely explanation is Apple’s strong business fundamentals that are unlikely to be hurt by macroeconomic and geopolitical issues — that is, unless something highly disruptive to either happens, including sharp economic growth deceleration.Also, Apple’s business is not very dependent on Russia.I explained recently that less than 1% of the company’s revenues are estimated to come from Vladimir Putin’s country. Meanwhile, the Cupertino company does not have any Russia-based supplier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033205365,"gmtCreate":1646276054574,"gmtModify":1676534111906,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Go long.","listText":"Go long.","text":"Go long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033205365","repostId":"1194355559","repostType":4,"repost":{"id":"1194355559","pubTimestamp":1646274888,"share":"https://www.laohu8.com/m/news/1194355559?lang=&edition=full","pubTime":"2022-03-03 10:34","market":"us","language":"en","title":"Dear PLTR Stock Fans, Pay Attention to This New Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=1194355559","media":"InvestorPlace","summary":"One retail favorite stock that’s been on a nice incline over the past couple of weeks is Palantir(NY","content":"<html><head></head><body><p>One retail favorite stock that’s been on a nice incline over the past couple of weeks is <b>Palantir</b>(NYSE:<b><u>PLTR</u></b>). Today, PLTR stock is down 0.99%, despite a rather interesting partnership that’s in the spotlight today.</p><p>Zooming out, PLTR stock has certainly been on a wild ride since going public in 2020. In fact, since hitting a high of $45 per share, PLTR stock has since sunk nearly 75% from its peak as of today. Of course, much of Palantir’s previous enthusiasm surrounded the short-squeeze mania we saw in the markets during early 2021.</p><p>Now, as we look forward to what could be a choppy economic ride, investors aren’t so sure where this stock will be headed. On the one hand, Palantir’s data solutions, for government organizations involved in the military, certainly look promising. Given the ongoing Russia-Ukraine conflict, Palantir could be a beneficiary of this turmoil.</p><p>On the other hand, expectations that interest rates will rise quickly could provide headwinds for Palantir. This company is not yet profitable and is a longer-term bet for more aggressive investors.</p><p>In any case, let’s dive into the partnership news investors may want to keep on their radar.</p><p>PLTR Stock Down Despite Announcing Strategic Partnership</p><p>Today, Palantir announced “a global strategic collaboration targeting data and technology solutions for the infrastructure and national security markets.” This strategic collaboration is with <b>Jacobs</b>(NYSE:<b><u>J</u></b>), a key player in the critical infrastructure market.</p><p>This partnership will focus on using data analytics to support complex water infrastructure problems. Given the importance of the water supply, this deal is one investor may be keeping a close eye on. For Palantir, it’s another chance to highlight the company’s ability to improve outcomes for a wide range of clientele.</p><p>Specifically, the goal of this partnership will be to optimize water and wastewater treatment plant operations. The hope is that Palantir’s data analytics will provide useful insights Jacobs can use to improve plant performance and reduce costs.</p><p>With this deal, it appears Palantir’s goal is to broaden its customer base, while showcasing its expertise. For investors in PLTR stock, this is another catalyst to watch. Unfortunately, the market just doesn’t appear to be in a mood right now.</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>Dear PLTR Stock Fans, Pay Attention to This New Partnership</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\">\nDear PLTR Stock Fans, Pay Attention to This New Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/dear-pltr-stock-fans-pay-attention-to-this-new-partnership/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One retail favorite stock that’s been on a nice incline over the past couple of weeks is Palantir(NYSE:PLTR). Today, PLTR stock is down 0.99%, despite a rather interesting partnership that’s in the ...</p>\n\n<a href=\"https://investorplace.com/2022/03/dear-pltr-stock-fans-pay-attention-to-this-new-partnership/\">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://investorplace.com/2022/03/dear-pltr-stock-fans-pay-attention-to-this-new-partnership/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194355559","content_text":"One retail favorite stock that’s been on a nice incline over the past couple of weeks is Palantir(NYSE:PLTR). Today, PLTR stock is down 0.99%, despite a rather interesting partnership that’s in the spotlight today.Zooming out, PLTR stock has certainly been on a wild ride since going public in 2020. In fact, since hitting a high of $45 per share, PLTR stock has since sunk nearly 75% from its peak as of today. Of course, much of Palantir’s previous enthusiasm surrounded the short-squeeze mania we saw in the markets during early 2021.Now, as we look forward to what could be a choppy economic ride, investors aren’t so sure where this stock will be headed. On the one hand, Palantir’s data solutions, for government organizations involved in the military, certainly look promising. Given the ongoing Russia-Ukraine conflict, Palantir could be a beneficiary of this turmoil.On the other hand, expectations that interest rates will rise quickly could provide headwinds for Palantir. This company is not yet profitable and is a longer-term bet for more aggressive investors.In any case, let’s dive into the partnership news investors may want to keep on their radar.PLTR Stock Down Despite Announcing Strategic PartnershipToday, Palantir announced “a global strategic collaboration targeting data and technology solutions for the infrastructure and national security markets.” This strategic collaboration is with Jacobs(NYSE:J), a key player in the critical infrastructure market.This partnership will focus on using data analytics to support complex water infrastructure problems. Given the importance of the water supply, this deal is one investor may be keeping a close eye on. For Palantir, it’s another chance to highlight the company’s ability to improve outcomes for a wide range of clientele.Specifically, the goal of this partnership will be to optimize water and wastewater treatment plant operations. The hope is that Palantir’s data analytics will provide useful insights Jacobs can use to improve plant performance and reduce costs.With this deal, it appears Palantir’s goal is to broaden its customer base, while showcasing its expertise. For investors in PLTR stock, this is another catalyst to watch. Unfortunately, the market just doesn’t appear to be in a mood right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094899787,"gmtCreate":1645104014267,"gmtModify":1676533997225,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Give it a few more quarters.. buy for long to rip the rewards.&nbsp;","listText":"Give it a few more quarters.. buy for long to rip the rewards.&nbsp;","text":"Give it a few more quarters.. buy for long to rip the rewards.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094899787","repostId":"2212061956","repostType":2,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095823697,"gmtCreate":1644883844528,"gmtModify":1676533971267,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Banking sticks are doing very well. Might want to have a more&nbsp;balance this article.&nbsp;","listText":"Banking sticks are doing very well. Might want to have a more&nbsp;balance this article.&nbsp;","text":"Banking sticks are doing very well. Might want to have a more balance this article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095823697","repostId":"1107282575","repostType":2,"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9027823852,"gmtCreate":1654009739976,"gmtModify":1676535378173,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Just DCA, until more Asian economy open..keep eyes out for next quarter.&nbsp;","listText":"Just DCA, until more Asian economy open..keep eyes out for next quarter.&nbsp;","text":"Just DCA, until more Asian economy open..keep eyes out for next quarter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027823852","repostId":"2239728861","repostType":2,"repost":{"id":"2239728861","pubTimestamp":1654007908,"share":"https://www.laohu8.com/m/news/2239728861?lang=&edition=full","pubTime":"2022-05-31 22:38","market":"us","language":"en","title":"Grab Surged 13.69% as Upgraded to Outperform","url":"https://stock-news.laohu8.com/highlight/detail?id=2239728861","media":"seekingalpha","summary":"Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/489b2d62b9e839d534d4b2126a8c2727\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ride-hailing segment.</p><p><img src=\"https://static.tigerbbs.com/6f6c4e64fdb17d86336fb0ca3030f51f\" tg-width=\"830\" tg-height=\"840\" width=\"100%\" height=\"auto\"/></p><p>The expected rebound in ride-hailing should help to offset a moderation in food delivery. The upgrade also reflects potential long-term value from fintech and grocery segments, he said.</p><p>&#34;Ride-hailing will benefit from the reopening, and the scale-up can be non-linear as demand for mobility normalizes and costs reduce with an increase in driver supply,&#34; Garre wrote in a note to clients. &#34;Near term, while driver supply and fuel challenges remain, we see this reflected in valuations. We expect a 35% CAGR in bookings (CY&#39;21-&#39;24), with margins bottoming in 1H22.&#34;</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>Grab Surged 13.69% as Upgraded to Outperform</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\">\nGrab Surged 13.69% as Upgraded to Outperform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ...</p>\n\n<a href=\"https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/news/3843893-grab-holdings-upgraded-to-outperform-as-ride-hailing-set-to-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2239728861","content_text":"Grab Holdings (NASDAQ:GRAB) shares surged 13.69% in Tuesday morning trading after Bernstein analyst Venugopal Garre upgraded the stock to Outperform from Market Perform on improving momentum in its ride-hailing segment.The expected rebound in ride-hailing should help to offset a moderation in food delivery. The upgrade also reflects potential long-term value from fintech and grocery segments, he said.\"Ride-hailing will benefit from the reopening, and the scale-up can be non-linear as demand for mobility normalizes and costs reduce with an increase in driver supply,\" Garre wrote in a note to clients. \"Near term, while driver supply and fuel challenges remain, we see this reflected in valuations. We expect a 35% CAGR in bookings (CY'21-'24), with margins bottoming in 1H22.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089819608,"gmtCreate":1649980945228,"gmtModify":1676534619850,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Everyone stay safe and positive&nbsp;","listText":"Everyone stay safe and positive&nbsp;","text":"Everyone stay safe and positive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089819608","repostId":"1133070824","repostType":2,"repost":{"id":"1133070824","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649399100,"share":"https://www.laohu8.com/m/news/1133070824?lang=&edition=full","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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>Reminder: Holiday Trading Hours during Good Friday and Easter</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\">\nReminder: Holiday Trading Hours during Good Friday and Easter\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019580404,"gmtCreate":1648608584115,"gmtModify":1676534364208,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hope there is peace.","listText":"Hope there is peace.","text":"Hope there is peace.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019580404","repostId":"2223587811","repostType":4,"repost":{"id":"2223587811","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":1648594673,"share":"https://www.laohu8.com/m/news/2223587811?lang=&edition=full","pubTime":"2022-03-30 06:57","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict","url":"https://stock-news.laohu8.com/highlight/detail?id=2223587811","media":"Reuters","summary":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.9","content":"<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 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>US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict</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\">\nUS STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict\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\">2022-03-30 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","BK4131":"航空货运与物流","QID":"纳指两倍做空ETF","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF","BK4127":"投资银行业与经纪业","FDX":"联邦快递","QLD":"纳指两倍做多ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","DDM":"道指两倍做多ETF","RJF":"瑞杰金融","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","BK4533":"AQR资本管理(全球第二大对冲基金)","DXD":"道指两倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223587811","content_text":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.97%, S&P 500 up 1.23%, Nasdaq up 1.84%(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.\"If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,\" said Art Hogan, chief market strategist at National Securities in New York.\"It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.\"The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.After a dismal start to the year for stocks that saw the S&P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.\"While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,\" said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.After slumping more than 2% on Monday, the S&P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.FedEx Corp  gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read moreVolume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.The S&P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072960030,"gmtCreate":1657939599120,"gmtModify":1676536085460,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Indeed. Read and do your own research.&nbsp; Can the growth stock really grow? Sounding more a hype now and money&nbsp;trap.","listText":"Indeed. Read and do your own research.&nbsp; Can the growth stock really grow? Sounding more a hype now and money&nbsp;trap.","text":"Indeed. Read and do your own research. Can the growth stock really grow? Sounding more a hype now and money trap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072960030","repostId":"2251346959","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034950251,"gmtCreate":1647766740318,"gmtModify":1676534264479,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034950251","repostId":"2220726035","repostType":4,"repost":{"id":"2220726035","pubTimestamp":1647650557,"share":"https://www.laohu8.com/m/news/2220726035?lang=&edition=full","pubTime":"2022-03-19 08:42","market":"us","language":"en","title":"Disney: Awakening The Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2220726035","media":"seekingalpha","summary":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Disney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it&#39;s operating in.</li><li>ESPN&#39;s huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.</li><li>Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney&#39;s parks along with an improvement in margins.</li><li>Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b25c502149358c089ee67660f6d4830\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>hapabapa/iStock Editorial via Getty Images</span></p><p>Walt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.</p><p><b>Investment thesis</b></p><p>The investment theses for Disney are as follows:</p><ol><li>Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.</li><li>Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.</li><li>Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.</li></ol><p>Overview</p><p>When looking at Disney, it&#39;s important to note the revenue mix of the company. There are two main segments to Disney:</p><ol><li>Disney Media &amp; Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney&#39;s reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, Hulu</li><li>Disney Parks, Experiences &amp; Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney&#39;s most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.</li></ol><p>However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney&#39;s DTC streaming services like Disney+</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85405b7865b0cfd86dacf33622d3fdb2\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>Revenue mix and growth of Disney (Disney Annual Reports)</span></p><p>When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney&#39;s DPEP segment operating margins will normalise as customers return to its parks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde9d56416980fbbade8ae8f921bbbd\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Disney Operating Income Mix and Growth (Disney Annual Reports)</span></p><p><b>Disney+ is well positioned for the future</b></p><p>With net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.</p><p>Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.</p><p>Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release <i>Turning Red</i> (11 March) and Marvel releases <i>Moon Knight</i> (30 March).</p><p>More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series <i>Andor</i> (To be announced) and <i>Obi-Wan Kenobi</i> (25 March), new Marvel series <i>Ms. Marvel</i> (To be announced) and <i>She-Hulk</i> (To be announced), a live-action <i>Pinocchio</i>(To be announced) starring Tom Hanks, and <i>Hocus Pocus 2</i> (FY2023).</p><p>Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.</p><p>In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.</p><p>Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.</p><p>In the 1QFY22 management call, management emphasised Disney+&#39;s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.</p><p>In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.</p><p><b>Sports could be a future bright spot</b></p><p>In the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN&#39;s parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney&#39;s brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.</p><p>In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks from</p><p>There were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.</p><p>Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN&#39;s reach and scale to partner with 3rd parties in the sports betting space.</p><p>In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney&#39;s owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.</p><p>In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.</p><p><b>Recovery of parks will bring huge revenue and operating income upside</b></p><p>In 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.</p><p>Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.</p><p>Furthermore, based on the latest results, trends in attendance at Disney&#39;s domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.</p><p>Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney&#39;s domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.</p><p>For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney&#39;s Parks segment will be significant in FY2022.</p><p><b>Valuation</b></p><p>Based on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/592ec77a3e6703ec77a973ea2f37ec2d\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>SOTP Valuation of Disney (Author generated model)</span></p><p>Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.</p><p>Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney&#39;s competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bba2de777172d857327f65f1635488c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, as highlighted in earlier sections, Disney&#39;s growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney&#39;s revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b539d4941a78dc5366d8a9b95abaa13\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks</b></p><p><b>Competition</b></p><p>We are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney&#39;s subscriber and margin growth.</p><p><b>COVID related risks</b></p><p>As Disney&#39;s traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney&#39;s parks are operating in could result in slower than expected recovery.</p><p><b>Conclusion</b></p><p>All in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.</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>Disney: Awakening The Sleeping Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney: Awakening The Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional...</p>\n\n<a href=\"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","DIS":"迪士尼"},"source_url":"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220726035","content_text":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney's parks along with an improvement in margins.Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.hapabapa/iStock Editorial via Getty ImagesWalt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.Investment thesisThe investment theses for Disney are as follows:Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.OverviewWhen looking at Disney, it's important to note the revenue mix of the company. There are two main segments to Disney:Disney Media & Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney's reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, HuluDisney Parks, Experiences & Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney's most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney's DTC streaming services like Disney+Revenue mix and growth of Disney (Disney Annual Reports)When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney's DPEP segment operating margins will normalise as customers return to its parks.Disney Operating Income Mix and Growth (Disney Annual Reports)Disney+ is well positioned for the futureWith net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release Turning Red (11 March) and Marvel releases Moon Knight (30 March).More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series Andor (To be announced) and Obi-Wan Kenobi (25 March), new Marvel series Ms. Marvel (To be announced) and She-Hulk (To be announced), a live-action Pinocchio(To be announced) starring Tom Hanks, and Hocus Pocus 2 (FY2023).Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.In the 1QFY22 management call, management emphasised Disney+'s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.Sports could be a future bright spotIn the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN's parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney's brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks fromThere were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN's reach and scale to partner with 3rd parties in the sports betting space.In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney's owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.Recovery of parks will bring huge revenue and operating income upsideIn 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.Furthermore, based on the latest results, trends in attendance at Disney's domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney's domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney's Parks segment will be significant in FY2022.ValuationBased on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.SOTP Valuation of Disney (Author generated model)Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney's competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.Data by YChartsHowever, as highlighted in earlier sections, Disney's growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney's revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.Data by YChartsRisksCompetitionWe are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney's subscriber and margin growth.COVID related risksAs Disney's traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney's parks are operating in could result in slower than expected recovery.ConclusionAll in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032012845,"gmtCreate":1647233369198,"gmtModify":1676534205971,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032012845","repostId":"2219022361","repostType":2,"repost":{"id":"2219022361","pubTimestamp":1647220662,"share":"https://www.laohu8.com/m/news/2219022361?lang=&edition=full","pubTime":"2022-03-14 09:17","market":"us","language":"en","title":"Alphabet and Amazon Stock Splits: 3 High-Flying Stocks That Could Split Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2219022361","media":"Motley Fool","summary":"Two high-profile FAANG stocks splitting their shares may entice these companies to follow suit.","content":"<html><head></head><body><p>Despite a mountain of economic data and earnings news over the past month, the biggest news for two popular FAANG stocks over the past five weeks was the announcement that they&#39;d be enacting stock splits.</p><p>First up was <b>Alphabet</b> (NASDAQ:GOOGL) (NASDAQ:GOOG), the parent company of internet search engine Google and streaming platform YouTube. Alphabet announced a 20-for-1 forward stock split that, as of the closing bell on March 9, would bring its share price down to around $133 (for the Class A shares, GOOGL). Shareholders still need to vote to approve the split, which is expected to take effect in mid-July.</p><p>This past week, e-commerce giant <b>Amazon</b> (NASDAQ:AMZN) followed suit with a 20-for-1 forward stock split announcement of its own. Assuming it receives shareholder approval, Amazon&#39;s lofty share price will come down to around $139, based on its March 9 close. This will be Amazon&#39;s first stock split since September 1999.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9a9b323ff30faa3ac6ab8223b047381\" tg-width=\"700\" tg-height=\"461\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>What you need to know about stock splits</h2><p>Stock splits have absolutely no effect on the operating performance of an underlying business. In other words, a company isn&#39;t going to sell more or less of its product or service just because a split is going to take place. Rather, a stock split is merely a way for publicly traded companies to alter their share price and outstanding share count without affecting their market value.</p><p>As an example, Amazon shares are set to fall from around $2,785 to one-twentieth of their current per-share value -- around $139.25. However, every existing shareholder will receive 19 additional shares for each share they own. Instead of owning 1 share at $2,785, investors would have 20 shares at $139.25. Both work out to the same market value of $2,785, but the stock split mechanism allows for the share price and outstanding share count to be altered.</p><p>Why enact stock splits? The simple reason is to make shares more affordable for retail investors. If you have $500 to invest and your online brokerage doesn&#39;t allow for fractional-share investing, you can&#39;t directly put your money to work in Alphabet or Amazon right now. But after their respective splits take effect, $500 would be enough to purchase a few shares of either company.</p><p>Stock splits are also often indicative of a company that&#39;s performing well. Think of it this way: A publicly traded company&#39;s share price probably wouldn&#39;t be high enough to merit a split if it wasn&#39;t executing well and out-innovating its competition.</p><p>With Alphabet and Amazon taking off following their respective stock split announcements, the three high-flying stocks below may be next to split their shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bd808070a9dde55f37210b59edc2e23\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>A Tesla Model S charging. Image source: Tesla Motors.</span></p><h2>Tesla</h2><p>For those of you who might not recall, electric vehicle manufacturer <b>Tesla</b> (NASDAQ:TSLA) was one of the first brand-name stocks to see its valuation launch higher after announcing a stock split. Tesla&#39;s 5-for-1 forward split announced in August 2020 saw the company&#39;s shares trade higher by more than 60% in the 20 days between the announcement and enactment of the split.</p><p>One reason a stock split would make sense here is Tesla&#39;s share price. Although some folks have the luxury of purchasing fractional shares, other investors would be forced to save up $859 (as of March 9 close) just to buy a single share of Tesla. The company&#39;s previously announced 5-for-1 split occurred with shares at $1,374; that&#39;s well within sight given the range Tesla has been trading in this year, of about $800 to $1,200 a share.</p><p>Another reason for Tesla to consider a stock split is that Elon Musk knows his audience. Even though institutional investors and insiders combine to hold more than 61% of outstanding shares, Musk is well aware that Tesla is a favorite holding of retail investors. To keep them happy and buying Tesla stock, Musk may be willing to encourage the company&#39;s board to approve another stock split. Doing so would allow investors with less starting capital to take a position in Tesla.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b404d8a96c06b147261e7a118930373\" tg-width=\"700\" tg-height=\"510\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>AutoZone</h2><p>In February, after Alphabet announced its stock split, I believed Amazon would be the most logical company to next take the plunge. With Amazon following suit, the honor now gets bestowed on automotive replacement parts company <b>AutoZone</b> (NYSE:AZO). Investors have to go back almost 28 years to find the last time (April 1994) AutoZone enacted a stock split. A single share recently set investors back about $1,885, as of March 9.</p><p>You might be wondering why AutoZone hasn&#39;t made its shares more affordable to retail investors who don&#39;t have access to fractional-share purchases. The answer seems to be tied to the company&#39;s mammoth share repurchases over the past 24 years.</p><p>As I described last month, the company has been given a green light from its board of directors to make significant share buybacks since 1998. Including the recently reported fourth quarter, AutoZone has spent more than $28 billion repurchasing its stock over 24 years. Over that stretch, the company&#39;s outstanding share count has shrunk from 150 million to slightly below 20 million. I believe that AutoZone&#39;s board likes to highlight its progress in reducing the company&#39;s share count; a stock split, however, would nominally increase the share count. It&#39;s possible that AutoZone&#39;s board believes enacting a stock split would somehow obscure that buyback progress.</p><p>Then again, with fewer than 20 million shares outstanding, AutoZone&#39;s ability to repurchase its own stock is shrinking. If the company wants to continue returning capital to shareholders via buybacks, a stock split may be necessary.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5596b9cd58d43ee65824bd7892b9c5e\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Broadcom</h2><p>The third high-flying stock that could follow in Alphabet&#39;s and Amazon&#39;s footsteps and split is semiconductor solutions giant <b>Broadcom</b> (NASDAQ:AVGO). Although Avago Technologies -- which acquired Broadcom Corp. in early 2016 and then named the combined entity Broadcom -- never split its shares, the original Broadcom did so on three occasions (1999, 2000, and 2006).</p><p>There are a few good reasons for Broadcom to consider splitting its stock right now. First, as with the other companies on the list, Broadcom&#39;s share price is becoming prohibitively high for retail investors who don&#39;t have access to fractional-share purchases. Shares were near $600 last week and haven&#39;t dipped below $533 in over four months.</p><p>Additionally, Broadcom hasn&#39;t been leaning on share buybacks. In fact, Broadcom&#39;s board only recently authorized a $10 billion share repurchase agreement. This is a company that&#39;s focused on boosting its dividend, innovating, and acquiring other companies, rather than buying back shares. In other words, it shouldn&#39;t have the same reluctance to split that I described above with AutoZone.</p><p>A split would also make sense given that Broadcom&#39;s business is firing on all cylinders. Its backlog hit $14.9 billion in 2021, with CEO Hock Tan noting in December that the company&#39;s supply was already booked through 2022 and into 2023. Considering that chip shortages are persisting, Broadcom&#39;s share price has a very good chance of heading even higher.</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>Alphabet and Amazon Stock Splits: 3 High-Flying Stocks That Could Split Next</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet and Amazon Stock Splits: 3 High-Flying Stocks That Could Split Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/13/alphabet-amazon-stock-split-3-stocks-split-next/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite a mountain of economic data and earnings news over the past month, the biggest news for two popular FAANG stocks over the past five weeks was the announcement that they'd be enacting stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/13/alphabet-amazon-stock-split-3-stocks-split-next/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","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","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","AMZN":"亚马逊","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/03/13/alphabet-amazon-stock-split-3-stocks-split-next/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219022361","content_text":"Despite a mountain of economic data and earnings news over the past month, the biggest news for two popular FAANG stocks over the past five weeks was the announcement that they'd be enacting stock splits.First up was Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG), the parent company of internet search engine Google and streaming platform YouTube. Alphabet announced a 20-for-1 forward stock split that, as of the closing bell on March 9, would bring its share price down to around $133 (for the Class A shares, GOOGL). Shareholders still need to vote to approve the split, which is expected to take effect in mid-July.This past week, e-commerce giant Amazon (NASDAQ:AMZN) followed suit with a 20-for-1 forward stock split announcement of its own. Assuming it receives shareholder approval, Amazon's lofty share price will come down to around $139, based on its March 9 close. This will be Amazon's first stock split since September 1999.Image source: Getty Images.What you need to know about stock splitsStock splits have absolutely no effect on the operating performance of an underlying business. In other words, a company isn't going to sell more or less of its product or service just because a split is going to take place. Rather, a stock split is merely a way for publicly traded companies to alter their share price and outstanding share count without affecting their market value.As an example, Amazon shares are set to fall from around $2,785 to one-twentieth of their current per-share value -- around $139.25. However, every existing shareholder will receive 19 additional shares for each share they own. Instead of owning 1 share at $2,785, investors would have 20 shares at $139.25. Both work out to the same market value of $2,785, but the stock split mechanism allows for the share price and outstanding share count to be altered.Why enact stock splits? The simple reason is to make shares more affordable for retail investors. If you have $500 to invest and your online brokerage doesn't allow for fractional-share investing, you can't directly put your money to work in Alphabet or Amazon right now. But after their respective splits take effect, $500 would be enough to purchase a few shares of either company.Stock splits are also often indicative of a company that's performing well. Think of it this way: A publicly traded company's share price probably wouldn't be high enough to merit a split if it wasn't executing well and out-innovating its competition.With Alphabet and Amazon taking off following their respective stock split announcements, the three high-flying stocks below may be next to split their shares.A Tesla Model S charging. Image source: Tesla Motors.TeslaFor those of you who might not recall, electric vehicle manufacturer Tesla (NASDAQ:TSLA) was one of the first brand-name stocks to see its valuation launch higher after announcing a stock split. Tesla's 5-for-1 forward split announced in August 2020 saw the company's shares trade higher by more than 60% in the 20 days between the announcement and enactment of the split.One reason a stock split would make sense here is Tesla's share price. Although some folks have the luxury of purchasing fractional shares, other investors would be forced to save up $859 (as of March 9 close) just to buy a single share of Tesla. The company's previously announced 5-for-1 split occurred with shares at $1,374; that's well within sight given the range Tesla has been trading in this year, of about $800 to $1,200 a share.Another reason for Tesla to consider a stock split is that Elon Musk knows his audience. Even though institutional investors and insiders combine to hold more than 61% of outstanding shares, Musk is well aware that Tesla is a favorite holding of retail investors. To keep them happy and buying Tesla stock, Musk may be willing to encourage the company's board to approve another stock split. Doing so would allow investors with less starting capital to take a position in Tesla.Image source: Getty Images.AutoZoneIn February, after Alphabet announced its stock split, I believed Amazon would be the most logical company to next take the plunge. With Amazon following suit, the honor now gets bestowed on automotive replacement parts company AutoZone (NYSE:AZO). Investors have to go back almost 28 years to find the last time (April 1994) AutoZone enacted a stock split. A single share recently set investors back about $1,885, as of March 9.You might be wondering why AutoZone hasn't made its shares more affordable to retail investors who don't have access to fractional-share purchases. The answer seems to be tied to the company's mammoth share repurchases over the past 24 years.As I described last month, the company has been given a green light from its board of directors to make significant share buybacks since 1998. Including the recently reported fourth quarter, AutoZone has spent more than $28 billion repurchasing its stock over 24 years. Over that stretch, the company's outstanding share count has shrunk from 150 million to slightly below 20 million. I believe that AutoZone's board likes to highlight its progress in reducing the company's share count; a stock split, however, would nominally increase the share count. It's possible that AutoZone's board believes enacting a stock split would somehow obscure that buyback progress.Then again, with fewer than 20 million shares outstanding, AutoZone's ability to repurchase its own stock is shrinking. If the company wants to continue returning capital to shareholders via buybacks, a stock split may be necessary.Image source: Getty Images.BroadcomThe third high-flying stock that could follow in Alphabet's and Amazon's footsteps and split is semiconductor solutions giant Broadcom (NASDAQ:AVGO). Although Avago Technologies -- which acquired Broadcom Corp. in early 2016 and then named the combined entity Broadcom -- never split its shares, the original Broadcom did so on three occasions (1999, 2000, and 2006).There are a few good reasons for Broadcom to consider splitting its stock right now. First, as with the other companies on the list, Broadcom's share price is becoming prohibitively high for retail investors who don't have access to fractional-share purchases. Shares were near $600 last week and haven't dipped below $533 in over four months.Additionally, Broadcom hasn't been leaning on share buybacks. In fact, Broadcom's board only recently authorized a $10 billion share repurchase agreement. This is a company that's focused on boosting its dividend, innovating, and acquiring other companies, rather than buying back shares. In other words, it shouldn't have the same reluctance to split that I described above with AutoZone.A split would also make sense given that Broadcom's business is firing on all cylinders. Its backlog hit $14.9 billion in 2021, with CEO Hock Tan noting in December that the company's supply was already booked through 2022 and into 2023. Considering that chip shortages are persisting, Broadcom's share price has a very good chance of heading even higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033243479,"gmtCreate":1646296840724,"gmtModify":1676534114221,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good long investment add when on dip","listText":"Good long investment add when on dip","text":"Good long investment add when on dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033243479","repostId":"1190725364","repostType":4,"repost":{"id":"1190725364","pubTimestamp":1646287142,"share":"https://www.laohu8.com/m/news/1190725364?lang=&edition=full","pubTime":"2022-03-03 13:59","market":"us","language":"en","title":"Apple Stock: Resilient To Turbulence In 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1190725364","media":"TheStreet","summary":"So far in 2022, Apple stock has done better than the S&P 500, Nasdaq, growth stocks and tech stocks.","content":"<html><head></head><body><p>So far in 2022, Apple stock has done better than the S&amp;P 500, Nasdaq, growth stocks and tech stocks. Is the outperformance justified?</p><p>The US stock market (<b>SPY</b>) continues to bounce around on the back of macroeconomic and geopolitical turbulence. If high inflation, choked supply chains and rising interest rates were not enough, the Russia-Ukraine conflict escalated fast and has no end in sight.</p><p>Meanwhile, Apple stock (<b>AAPL</b>) has been faring better. Even though it is considered a growth and higher-beta stock, investors seem to be finding safety in this stock.</p><p><b>AAPL: an outperformer</b></p><p>The chart below is telling. So far in 2022, AAPL has dipped a modest 8%, as of the writing of this sentence. This is better than the S&amp;P 500’s and the Nasdaq’s (<b>QQQ</b>) 10% and 14% declines during the same period, respectively.</p><p>But Apple’s outperformance can not be easily explained by a sector and factor analysis alone. For example, growth stocks (<b>VUG</b>)  have shed 15% of their market value in 2022. Meanwhile, tech stock (<b>XLK</b>)  prices have sunk 13%. Apple stock has outperformed them all.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b8f1a178fb1564fef58bbcfa378b905\" tg-width=\"1200\" tg-height=\"633\" width=\"100%\" height=\"auto\"/><span>Figure 2: AAPL performance vs. S&amp;P 500, Nasdaq, XLK and VUG.</span></p><p><b>Why so resilient?</b></p><p>In my view, Apple’s resilience in 2022 is a bit counterintuitive, at first glance. Before the start of the war in Eastern Europe, the market’s biggest concern was high inflation leading to rising interest rates. This setup has been most damaging to growth and richly-valued stocks.</p><p>Because AAPL trades at the richest 2025 earnings multiple of all FAAMG names, one could have assumed that shares of the Cupertino company would have corrected sharply in Q1. So far, this has not been the case at all.</p><p>The most likely explanation is Apple’s strong business fundamentals that are unlikely to be hurt by macroeconomic and geopolitical issues — that is, unless something highly disruptive to either happens, including sharp economic growth deceleration.</p><p>Also, Apple’s business is not very dependent on Russia.I explained recently that less than 1% of the company’s revenues are estimated to come from Vladimir Putin’s country. Meanwhile, the Cupertino company does not have any Russia-based supplier.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Resilient To Turbulence In 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Resilient To Turbulence In 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 13:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-resilient-to-turbulence-in-2022><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So far in 2022, Apple stock has done better than the S&P 500, Nasdaq, growth stocks and tech stocks. Is the outperformance justified?The US stock market (SPY) continues to bounce around on the back of...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-resilient-to-turbulence-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-resilient-to-turbulence-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190725364","content_text":"So far in 2022, Apple stock has done better than the S&P 500, Nasdaq, growth stocks and tech stocks. Is the outperformance justified?The US stock market (SPY) continues to bounce around on the back of macroeconomic and geopolitical turbulence. If high inflation, choked supply chains and rising interest rates were not enough, the Russia-Ukraine conflict escalated fast and has no end in sight.Meanwhile, Apple stock (AAPL) has been faring better. Even though it is considered a growth and higher-beta stock, investors seem to be finding safety in this stock.AAPL: an outperformerThe chart below is telling. So far in 2022, AAPL has dipped a modest 8%, as of the writing of this sentence. This is better than the S&P 500’s and the Nasdaq’s (QQQ) 10% and 14% declines during the same period, respectively.But Apple’s outperformance can not be easily explained by a sector and factor analysis alone. For example, growth stocks (VUG)  have shed 15% of their market value in 2022. Meanwhile, tech stock (XLK)  prices have sunk 13%. Apple stock has outperformed them all.Figure 2: AAPL performance vs. S&P 500, Nasdaq, XLK and VUG.Why so resilient?In my view, Apple’s resilience in 2022 is a bit counterintuitive, at first glance. Before the start of the war in Eastern Europe, the market’s biggest concern was high inflation leading to rising interest rates. This setup has been most damaging to growth and richly-valued stocks.Because AAPL trades at the richest 2025 earnings multiple of all FAAMG names, one could have assumed that shares of the Cupertino company would have corrected sharply in Q1. So far, this has not been the case at all.The most likely explanation is Apple’s strong business fundamentals that are unlikely to be hurt by macroeconomic and geopolitical issues — that is, unless something highly disruptive to either happens, including sharp economic growth deceleration.Also, Apple’s business is not very dependent on Russia.I explained recently that less than 1% of the company’s revenues are estimated to come from Vladimir Putin’s country. Meanwhile, the Cupertino company does not have any Russia-based supplier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098690158,"gmtCreate":1644110783582,"gmtModify":1676533890432,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Great article. Buy for long.","listText":"Great article. Buy for long.","text":"Great article. Buy for long.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098690158","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","pubTimestamp":1644033090,"share":"https://www.laohu8.com/m/news/1196927717?lang=&edition=full","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</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>Palantir: Red Flag Or Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">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/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089816687,"gmtCreate":1649981091298,"gmtModify":1676534619935,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Excellent!! Good for pushing up the stock price.","listText":"Excellent!! Good for pushing up the stock price.","text":"Excellent!! Good for pushing up the stock price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089816687","repostId":"1153965671","repostType":4,"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037303425,"gmtCreate":1648017651635,"gmtModify":1676534293617,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"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/9037303425","repostId":"1181420530","repostType":2,"repost":{"id":"1181420530","pubTimestamp":1648016676,"share":"https://www.laohu8.com/m/news/1181420530?lang=&edition=full","pubTime":"2022-03-23 14:24","market":"us","language":"en","title":"Palantir May Be Fully Priced but the Future’s Bright","url":"https://stock-news.laohu8.com/highlight/detail?id=1181420530","media":"InvestorPlace","summary":"PLTR stock isn't that far from breaking even","content":"<html><head></head><body><p><b>Palantir</b>(NYSE:<b>PLTR</b>) stock represents an analytics-focused, growth stock in a time when that’s not ideal. And based on analyst consensus prices, there isn’t a ton of upside in Palantir either. Their average consensus price sits at $13.75 and shares currently trade at $13.27.</p><p>That indicates that Palantir is close to fully priced at the moment. But there’s still upside in the shares given the future projected trajectory of the company.</p><p><b>Growth Narrative</b></p><p>Palantir is a stock that remains attractive due to growth. Growth stocks have taken a beating over the last few months, there is no doubt about it.</p><p>But Palantir’s growth prospects have to entice investors moving forward. Per the company’s Feb. 17 earnings report, “Annual revenue growth of 30% or greater through 2025” can be expected.</p><p>And that’s what the company is also telegraphing for the next quarter when it anticipates $443 million in revenues. The company posted $341 million in the first quarter of 2021. If it hits that $443 million this year that would represent 29.91% top-line growth on a year-over-year basis.</p><p>Make no mistake about it, Palantir is losing money still. Growth and losses tend to go hand-in-hand in the stock market. But overall Palantir is heading in the right direction. The company’s $1.166 billion net loss in 2020 shrunk to $520 million in 2021.</p><p>Even so, things are temporarily looking up for share prices. As Chris MacDonald explained:</p><blockquote>Rising interest rates by definition increase the discount rate used to value stocks. For companies with a greater proportion of their earnings coming from years out in the future, discounting those earnings back to present day provides a much smaller value using a higher discount rate.</blockquote><p>That implies PLTR stock should be suffering. But Palantir prices have risen despite a rate hike proving that theory and practice are sometimes two different things.</p><p><b>Breakeven Ahead?</b></p><p>I noted that although Palantir recorded a $520 million net loss in 2021 that it was headed in the right direction. The company decreased its net loss by $646 million in the year. If it were to do so again in 2022 it would report a net gain.</p><p>Don’t bet on that.</p><p>The professionals who track the firm closely believe it isn’t that far away, though:</p><blockquote>Consensus from 11 of the American Software analysts is that Palantir Technologies is on the verge of breakeven. They anticipate the company to incur a final loss in 2023, before generating positive profits of US$52m in 2024. Therefore, the company is expected to breakeven roughly 2 years from now.</blockquote><p>One further reason to be positive about Palantir as it marches toward a break-even point is debt. Or the lack thereof. The company doesn’t currently have any on its balance sheet. That means it has lower liability than many comparable firms. Growth companies often carry debt loads, making Palantir something of an anomaly in a positive manner.</p><p><b>What to Do With PLTR Stock</b></p><p>Palantir probably doesn’t have a lot of room to move upward right now. Again, it is close to being fully priced at the moment.</p><p>But it is performing well and headed toward a brighter future. That brighter future should look like a reasonably strong growth company that reaches a net gain in a few years’ time. The company managed to reduce its losses drastically when it last reported earnings. It is moving in the right direction.</p><p>That probably means little to investors looking for short-term wins but that’s not important. Investors who are willing to play the long game with Palantir should be rewarded handsomely. It is fully priced now because it still reports net losses. In a few years’ time it’ll be more valuable as a consequence of breaking even. So it’s hard to recommend that PLTR stock has much to offer investors at the moment.</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>Palantir May Be Fully Priced but the Future’s Bright</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 May Be Fully Priced but the Future’s Bright\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/pltr-stock-may-be-fully-priced-but-the-futures-bright/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir(NYSE:PLTR) stock represents an analytics-focused, growth stock in a time when that’s not ideal. And based on analyst consensus prices, there isn’t a ton of upside in Palantir either. Their ...</p>\n\n<a href=\"https://investorplace.com/2022/03/pltr-stock-may-be-fully-priced-but-the-futures-bright/\">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://investorplace.com/2022/03/pltr-stock-may-be-fully-priced-but-the-futures-bright/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181420530","content_text":"Palantir(NYSE:PLTR) stock represents an analytics-focused, growth stock in a time when that’s not ideal. And based on analyst consensus prices, there isn’t a ton of upside in Palantir either. Their average consensus price sits at $13.75 and shares currently trade at $13.27.That indicates that Palantir is close to fully priced at the moment. But there’s still upside in the shares given the future projected trajectory of the company.Growth NarrativePalantir is a stock that remains attractive due to growth. Growth stocks have taken a beating over the last few months, there is no doubt about it.But Palantir’s growth prospects have to entice investors moving forward. Per the company’s Feb. 17 earnings report, “Annual revenue growth of 30% or greater through 2025” can be expected.And that’s what the company is also telegraphing for the next quarter when it anticipates $443 million in revenues. The company posted $341 million in the first quarter of 2021. If it hits that $443 million this year that would represent 29.91% top-line growth on a year-over-year basis.Make no mistake about it, Palantir is losing money still. Growth and losses tend to go hand-in-hand in the stock market. But overall Palantir is heading in the right direction. The company’s $1.166 billion net loss in 2020 shrunk to $520 million in 2021.Even so, things are temporarily looking up for share prices. As Chris MacDonald explained:Rising interest rates by definition increase the discount rate used to value stocks. For companies with a greater proportion of their earnings coming from years out in the future, discounting those earnings back to present day provides a much smaller value using a higher discount rate.That implies PLTR stock should be suffering. But Palantir prices have risen despite a rate hike proving that theory and practice are sometimes two different things.Breakeven Ahead?I noted that although Palantir recorded a $520 million net loss in 2021 that it was headed in the right direction. The company decreased its net loss by $646 million in the year. If it were to do so again in 2022 it would report a net gain.Don’t bet on that.The professionals who track the firm closely believe it isn’t that far away, though:Consensus from 11 of the American Software analysts is that Palantir Technologies is on the verge of breakeven. They anticipate the company to incur a final loss in 2023, before generating positive profits of US$52m in 2024. Therefore, the company is expected to breakeven roughly 2 years from now.One further reason to be positive about Palantir as it marches toward a break-even point is debt. Or the lack thereof. The company doesn’t currently have any on its balance sheet. That means it has lower liability than many comparable firms. Growth companies often carry debt loads, making Palantir something of an anomaly in a positive manner.What to Do With PLTR StockPalantir probably doesn’t have a lot of room to move upward right now. Again, it is close to being fully priced at the moment.But it is performing well and headed toward a brighter future. That brighter future should look like a reasonably strong growth company that reaches a net gain in a few years’ time. The company managed to reduce its losses drastically when it last reported earnings. It is moving in the right direction.That probably means little to investors looking for short-term wins but that’s not important. Investors who are willing to play the long game with Palantir should be rewarded handsomely. It is fully priced now because it still reports net losses. In a few years’ time it’ll be more valuable as a consequence of breaking even. So it’s hard to recommend that PLTR stock has much to offer investors at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906546817,"gmtCreate":1659573373341,"gmtModify":1705981734249,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> buy on dip!!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> buy on dip!!","text":"$Apple(AAPL)$ buy on dip!!","images":[{"img":"https://community-static.tradeup.com/news/b6c5385b60044ca38a0b5a00700a033c","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9906546817","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088178238,"gmtCreate":1650327773048,"gmtModify":1676534696664,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[Smug]&nbsp;","listText":"[Smug]&nbsp;","text":"[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088178238","repostId":"1189727213","repostType":4,"repost":{"id":"1189727213","pubTimestamp":1650325162,"share":"https://www.laohu8.com/m/news/1189727213?lang=&edition=full","pubTime":"2022-04-19 07:39","market":"sg","language":"en","title":"Singapore Bourse Predicted To Open In The Red","url":"https://stock-news.laohu8.com/highlight/detail?id=1189727213","media":"RTTNews","summary":"The Singapore stock market has moved lower in consecutive trading days, retreating almost 45 points ","content":"<html><head></head><body><p>The Singapore stock market has moved lower in consecutive trading days, retreating almost 45 points or 1.3 percent along the way. The Straits Times Index now rests just above the 3,300-point plateau although it may give up that support on Tuesday.</p><p>The global forecast for the Asian markets is mixed and flat to lower ahead of the start of earnings season. The European markets were up and the U.S. markets were down and the Asian markets figure to split the difference.</p><p>The STI finished sharply lower on Monday following losses from the financial shares, property stocks and industrial issues.</p><p>For the day, the index sank 32.78 points or 0.98 percent to finish at the daily low of 3,303.07 after peaking at 3,330.30. Volume was 1.1 billion shares worth 864.8 million Singapore dollars. There were 209 decliners and 151 gainers.</p><p>Among the actives, Ascendas REIT eased 0.35 percent, while CapitaLand Integrated Commercial Trust dipped 0.44 percent, City Developments skidded 1.08 percent, Comfort DelGro lost 0.66 percent, DBS Group tanked 1.43 percent, Genting Singapore surrendered 1.25 percent, Hongkong Land plummeted 1.65 percent, Keppel Corp dropped 0.76 percent, Mapletree Commercial Trust weakened 1.06 percent, Oversea-Chinese Banking Corporation slid 0.58 percent, SATS rose 0.23 percent, SembCorp Industries gained 0.70 percent, Singapore Airlines retreated 1.10 percent, Singapore Exchange tumbled 1.30 percent, Singapore Technologies Engineering sank 0.98 percent, SingTel declined 1.15 percent, Thai Beverage shed 0.71 percent, United Overseas Bank plunged 1.56 percent, Wilmar International stumbled 1.09 percent, Yangzijiang Shipbuilding fell 0.61 percent and Dairy Farm International, Mapletree Industrial Trust and Mapletree Logistics Trust were unchanged.</p><p>The lead from Wall Street ends up slightly soft as the major averages spent most of Monday bouncing back and forth across the unchanged line before finally finishing barely in the red.</p><p>The Dow shed 39.54 points or 0.11 percent to finish at 34.411.69, while the NASDAQ dipped 18.72 points or 0.14 percent to close at 13,332.36 and the S&amp;P 500 fell 0.90 points or 0.02 percent to end at 4,391.69.</p><p>The choppy trading on Wall Street came as traders seemed reluctant to make significant moves ahead of the release of a slew of earnings news this week.</p><p>In economic news, the National Association of Home Builders reported continued deterioration in U.S. homebuilder confidence in April.</p><p>Crude oil futures settled at a three-week high on Monday as prices rebounded amid concerns about tight supply due to the ongoing Russian invasion of Ukraine and news about the shutdown of Libya&#39;s biggest oil field. West Texas Intermediate Crude oil futures for May ended higher by $1.26 or 1.2 percent at $108.21 a barrel.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Bourse Predicted To Open In The Red</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\">\nSingapore Bourse Predicted To Open In The Red\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3276283/singapore-bourse-predicted-to-open-in-the-red.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has moved lower in consecutive trading days, retreating almost 45 points or 1.3 percent along the way. The Straits Times Index now rests just above the 3,300-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3276283/singapore-bourse-predicted-to-open-in-the-red.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3276283/singapore-bourse-predicted-to-open-in-the-red.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189727213","content_text":"The Singapore stock market has moved lower in consecutive trading days, retreating almost 45 points or 1.3 percent along the way. The Straits Times Index now rests just above the 3,300-point plateau although it may give up that support on Tuesday.The global forecast for the Asian markets is mixed and flat to lower ahead of the start of earnings season. The European markets were up and the U.S. markets were down and the Asian markets figure to split the difference.The STI finished sharply lower on Monday following losses from the financial shares, property stocks and industrial issues.For the day, the index sank 32.78 points or 0.98 percent to finish at the daily low of 3,303.07 after peaking at 3,330.30. Volume was 1.1 billion shares worth 864.8 million Singapore dollars. There were 209 decliners and 151 gainers.Among the actives, Ascendas REIT eased 0.35 percent, while CapitaLand Integrated Commercial Trust dipped 0.44 percent, City Developments skidded 1.08 percent, Comfort DelGro lost 0.66 percent, DBS Group tanked 1.43 percent, Genting Singapore surrendered 1.25 percent, Hongkong Land plummeted 1.65 percent, Keppel Corp dropped 0.76 percent, Mapletree Commercial Trust weakened 1.06 percent, Oversea-Chinese Banking Corporation slid 0.58 percent, SATS rose 0.23 percent, SembCorp Industries gained 0.70 percent, Singapore Airlines retreated 1.10 percent, Singapore Exchange tumbled 1.30 percent, Singapore Technologies Engineering sank 0.98 percent, SingTel declined 1.15 percent, Thai Beverage shed 0.71 percent, United Overseas Bank plunged 1.56 percent, Wilmar International stumbled 1.09 percent, Yangzijiang Shipbuilding fell 0.61 percent and Dairy Farm International, Mapletree Industrial Trust and Mapletree Logistics Trust were unchanged.The lead from Wall Street ends up slightly soft as the major averages spent most of Monday bouncing back and forth across the unchanged line before finally finishing barely in the red.The Dow shed 39.54 points or 0.11 percent to finish at 34.411.69, while the NASDAQ dipped 18.72 points or 0.14 percent to close at 13,332.36 and the S&P 500 fell 0.90 points or 0.02 percent to end at 4,391.69.The choppy trading on Wall Street came as traders seemed reluctant to make significant moves ahead of the release of a slew of earnings news this week.In economic news, the National Association of Home Builders reported continued deterioration in U.S. homebuilder confidence in April.Crude oil futures settled at a three-week high on Monday as prices rebounded amid concerns about tight supply due to the ongoing Russian invasion of Ukraine and news about the shutdown of Libya's biggest oil field. West Texas Intermediate Crude oil futures for May ended higher by $1.26 or 1.2 percent at $108.21 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032734697,"gmtCreate":1647440663777,"gmtModify":1676534230424,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good partnership&nbsp;","listText":"Good partnership&nbsp;","text":"Good partnership","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032734697","repostId":"1162299675","repostType":4,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032849861,"gmtCreate":1647339465588,"gmtModify":1676534218148,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Still some way to go to bottom","listText":"Still some way to go to bottom","text":"Still some way to go to bottom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032849861","repostId":"1142204732","repostType":4,"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095395190,"gmtCreate":1644815608793,"gmtModify":1676533964722,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice highlight&nbsp;","listText":"Nice highlight&nbsp;","text":"Nice highlight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095395190","repostId":"2210216485","repostType":2,"repost":{"id":"2210216485","pubTimestamp":1644796866,"share":"https://www.laohu8.com/m/news/2210216485?lang=&edition=full","pubTime":"2022-02-14 08:01","market":"us","language":"en","title":"3 Growth Stocks Down 30% to 62% That Are Too Cheap to Ignore","url":"https://stock-news.laohu8.com/highlight/detail?id=2210216485","media":"Motley Fool","summary":"These underappreciated growth stocks could take your portfolio to the next level.","content":"<html><head></head><body><p>Growth stocks have been battered over the last year of trading. While volatility may continue to shake the market in the near term, investors now have a sizable collection of great companies trading at much more attractive prices to choose from.</p><p>With that in mind, a panel of Motley Fool contributors has identified three of their favorite beaten-down growth stocks. Read on to see why they think <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> (NASDAQ:ADBE), <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings (NASDAQ:PYPL), and <a href=\"https://laohu8.com/S/PUBM\">PubMatic </a> are great buys for long-term investors at current prices.</p><h2>Keep it simple with <a href=\"https://laohu8.com/S/ADBE\">Adobe</a></h2><p><b>Daniel Foelber (Adobe): </b>Thursday&#39;s consumer price index report by the U.S. Bureau of Labor Statistics showed that U.S. inflation is now 7.5%. The economy is booming, but the Federal Reserve indicated it&#39;s going to begin raising interest rates to combat inflation. Rising interest rates paired with inflation cast a pall on growth stocks that depend on capital markets and are valued on their future earnings.</p><p>However, the widespread sell-off in growth stocks has rippled into industry-leading companies, too. Companies like Adobe.</p><p>Adobe rakes in a ton of profit and free cash flow and doesn&#39;t rely on debt to run its business -- so it&#39;s less vulnerable to rising interest rates. What&#39;s more, Adobe has recurring revenue thanks to its subscription-based business model. Adobe&#39;s cloud-based software suite is an enterprise staple for many businesses -- which gives Adobe pricing power and helps protect its performance during uncertain times.</p><p>Adobe&#39;s growth has slowed in recent years as its business has matured. But the company is also making more money than ever before.</p><p><img src=\"https://static.tigerbbs.com/22c213e857657cd60daadd931f1cb843\" tg-width=\"720\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/></p><p>ADBE Revenue (Annual) data by YCharts</p><p>Annual revenue growth of 41% in three years is pretty bad for a growth stock. But Adobe isn&#39;t the young unproven company it used to be. Now, it&#39;s a cash cow that converts more sales into free cash flow that it can use to reinvest in the business or to seek out bolt-on acquisitions.</p><p>In less than three months, share prices of Adobe are down 30% from their all-time high set Nov. 22. And as tempting as it may be to try and catch <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the many falling-knife growth stocks that are down upward of 70%, a safer bet is to simply buy an industry leader like Adobe on sale. It&#39;s an investment that will help you sleep at night because you can take solace in the fact that no matter how bad inflation or any other short- to medium-term issue becomes, Adobe is likely to remain a strong business for decades to come.</p><h2>It&#39;s still the go-to digital payment middleman</h2><p><b>James Brumley</b> <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>:</b> For the record, I completely get why PayPal shares have been beaten to a pulp lately. The rise of cryptocurrency potentially leaves fiat currency middlemen out of the loop, and even to the extent consumers want to stick with government-issued dollars, real competition is creeping in. No wonder PayPal shares have peeled back more than 60% from July&#39;s peak, and reached new 52-week lows just this past week.</p><p>The thing is, the market seems to be forgetting that PayPal is still not only the king of the mobile wallet space, but is also already wading in cryptocurrency waters. It&#39;s not just offering a means of spending your crypto dollars, either. PayPal&#39;s platform allows you to buy, sell and just hold your cryptocurrency. Of these two key details though, I think the fact that it&#39;s still such a familiar brand people are comfortable with is going to keep driving growth most investors don&#39;t seem to see is in the cards.</p><p>In this vein, analysts are calling for revenue growth of 16% this year and 20% next year, which should in turn pump up 2021&#39;s per-share profit of $4.60 to $5.84 in 2023. There&#39;s nothing not to like about that, especially in light of the fact that you can now own this stock for only about 20 times next year&#39;s expected earnings.</p><h2>This small-cap advertising player could be a huge winner</h2><p><b>Keith Noonan </b> <a href=\"https://laohu8.com/S/PUBM\">PubMatic </a><b>: </b>PubMatic has seen rocky trading since its pricing peak early last year, and I&#39;ve been using recent sell-offs as an opportunity to build my position in the stock. The company is now one of the largest holdings in my portfolio, and I plan to keep buying shares and holding for the long term. This is a small-cap company that has the potential to deliver explosive growth.</p><p>PubMatic is an advertising-technologies specialist that provides a platform that makes it easier for advertisers and publishers to get the most out of advertising placements. Whether through gathering data or actual placements, digital advertising is a primary monetization method for websites, applications, and streaming content services.</p><p>The digital-ads market is still set for big growth over the long term, and there&#39;s a promising demand outlook for PubMatic&#39;s programmatic advertising services. On the other hand, that hasn&#39;t stopped the stock from posting dramatic sell-offs.</p><p>With investors becoming increasingly risk-averse and <b>Apple</b> implementing new data-tracking restrictions on its mobile platform, PubMatic&#39;s valuation has been under pressure. The stock trades down roughly 62% from its high and has a market capitalization of roughly $1.5 billion. It could have explosive growth potential from here.</p><p>PubMatic stock now trades at roughly 35 times this year&#39;s expected earnings and 5.4 times this year&#39;s expected sales. Revenue increased 54% year over year in the third quarter, and earnings per share surged 140%. The ads specialist also ended the period with $136.7 million in cash and short-term investments against zero debt. For a company with a strong balance sheet that&#39;s also profitable and growing at a rapid clip, PubMatic stock looks cheap at current prices.</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 Growth Stocks Down 30% to 62% That Are Too Cheap to Ignore</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 Growth Stocks Down 30% to 62% That Are Too Cheap to Ignore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/12/3-growth-stocks-down-30-to-62-that-are-too-cheap-t/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have been battered over the last year of trading. While volatility may continue to shake the market in the near term, investors now have a sizable collection of great companies trading ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/12/3-growth-stocks-down-30-to-62-that-are-too-cheap-t/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4009":"广告","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4554":"元宇宙及AR概念","BK4535":"淡马锡持仓","PYPL":"PayPal","PUBM":"PubMatic, Inc.","BK4527":"明星科技股","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4106":"数据处理与外包服务","BK4023":"应用软件","BK4528":"SaaS概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","ADBE":"Adobe"},"source_url":"https://www.fool.com/investing/2022/02/12/3-growth-stocks-down-30-to-62-that-are-too-cheap-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210216485","content_text":"Growth stocks have been battered over the last year of trading. While volatility may continue to shake the market in the near term, investors now have a sizable collection of great companies trading at much more attractive prices to choose from.With that in mind, a panel of Motley Fool contributors has identified three of their favorite beaten-down growth stocks. Read on to see why they think Adobe (NASDAQ:ADBE), PayPal Holdings (NASDAQ:PYPL), and PubMatic  are great buys for long-term investors at current prices.Keep it simple with AdobeDaniel Foelber (Adobe): Thursday's consumer price index report by the U.S. Bureau of Labor Statistics showed that U.S. inflation is now 7.5%. The economy is booming, but the Federal Reserve indicated it's going to begin raising interest rates to combat inflation. Rising interest rates paired with inflation cast a pall on growth stocks that depend on capital markets and are valued on their future earnings.However, the widespread sell-off in growth stocks has rippled into industry-leading companies, too. Companies like Adobe.Adobe rakes in a ton of profit and free cash flow and doesn't rely on debt to run its business -- so it's less vulnerable to rising interest rates. What's more, Adobe has recurring revenue thanks to its subscription-based business model. Adobe's cloud-based software suite is an enterprise staple for many businesses -- which gives Adobe pricing power and helps protect its performance during uncertain times.Adobe's growth has slowed in recent years as its business has matured. But the company is also making more money than ever before.ADBE Revenue (Annual) data by YChartsAnnual revenue growth of 41% in three years is pretty bad for a growth stock. But Adobe isn't the young unproven company it used to be. Now, it's a cash cow that converts more sales into free cash flow that it can use to reinvest in the business or to seek out bolt-on acquisitions.In less than three months, share prices of Adobe are down 30% from their all-time high set Nov. 22. And as tempting as it may be to try and catch one of the many falling-knife growth stocks that are down upward of 70%, a safer bet is to simply buy an industry leader like Adobe on sale. It's an investment that will help you sleep at night because you can take solace in the fact that no matter how bad inflation or any other short- to medium-term issue becomes, Adobe is likely to remain a strong business for decades to come.It's still the go-to digital payment middlemanJames Brumley PayPal: For the record, I completely get why PayPal shares have been beaten to a pulp lately. The rise of cryptocurrency potentially leaves fiat currency middlemen out of the loop, and even to the extent consumers want to stick with government-issued dollars, real competition is creeping in. No wonder PayPal shares have peeled back more than 60% from July's peak, and reached new 52-week lows just this past week.The thing is, the market seems to be forgetting that PayPal is still not only the king of the mobile wallet space, but is also already wading in cryptocurrency waters. It's not just offering a means of spending your crypto dollars, either. PayPal's platform allows you to buy, sell and just hold your cryptocurrency. Of these two key details though, I think the fact that it's still such a familiar brand people are comfortable with is going to keep driving growth most investors don't seem to see is in the cards.In this vein, analysts are calling for revenue growth of 16% this year and 20% next year, which should in turn pump up 2021's per-share profit of $4.60 to $5.84 in 2023. There's nothing not to like about that, especially in light of the fact that you can now own this stock for only about 20 times next year's expected earnings.This small-cap advertising player could be a huge winnerKeith Noonan  PubMatic : PubMatic has seen rocky trading since its pricing peak early last year, and I've been using recent sell-offs as an opportunity to build my position in the stock. The company is now one of the largest holdings in my portfolio, and I plan to keep buying shares and holding for the long term. This is a small-cap company that has the potential to deliver explosive growth.PubMatic is an advertising-technologies specialist that provides a platform that makes it easier for advertisers and publishers to get the most out of advertising placements. Whether through gathering data or actual placements, digital advertising is a primary monetization method for websites, applications, and streaming content services.The digital-ads market is still set for big growth over the long term, and there's a promising demand outlook for PubMatic's programmatic advertising services. On the other hand, that hasn't stopped the stock from posting dramatic sell-offs.With investors becoming increasingly risk-averse and Apple implementing new data-tracking restrictions on its mobile platform, PubMatic's valuation has been under pressure. The stock trades down roughly 62% from its high and has a market capitalization of roughly $1.5 billion. It could have explosive growth potential from here.PubMatic stock now trades at roughly 35 times this year's expected earnings and 5.4 times this year's expected sales. Revenue increased 54% year over year in the third quarter, and earnings per share surged 140%. The ads specialist also ended the period with $136.7 million in cash and short-term investments against zero debt. For a company with a strong balance sheet that's also profitable and growing at a rapid clip, PubMatic stock looks cheap at current prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068469914,"gmtCreate":1651798995538,"gmtModify":1676534972933,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Would buying on all three market?","listText":"Would buying on all three market?","text":"Would buying on all three market?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068469914","repostId":"2233913872","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016102329,"gmtCreate":1649138636391,"gmtModify":1676534458187,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>on a good run.","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>on a good run.","text":"$Palantir Technologies Inc.(PLTR)$on a good run.","images":[{"img":"https://community-static.tradeup.com/news/a553e0a5f8b7295ec359f25c89e1ffe7","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016102329","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901804006,"gmtCreate":1659154164306,"gmtModify":1676536266614,"author":{"id":"4105770430503670","authorId":"4105770430503670","name":"s1nky0","avatar":"https://static.itradeup.com/news/c28a9f57dfdf0b53f6cf8dbf607dfdb5","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hopefully chip shortage issue will continue to abide and stop&nbsp;causing PS5 console to be a \"limited\"&nbsp; item.","listText":"Hopefully chip shortage issue will continue to abide and stop&nbsp;causing PS5 console to be a \"limited\"&nbsp; item.","text":"Hopefully chip shortage issue will continue to abide and stop causing PS5 console to be a \"limited\" item.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901804006","repostId":"2255153276","repostType":2,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}