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2022-05-06

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2022-05-05

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Tech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News

2022-04-29

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2022-04-26

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2022-04-21

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2022-04-21

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2022-04-17

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Apple: Losses Mount In A Big Money Pit

2022-04-13

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Apple (AAPL): iPhone SE is Shaping to Be Another 'Mini' Disaster, Overall Demand for iPhone 13 Strong - KeyBanc

2022-04-07

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Sea Limited's Shopee Moving Out Of India: Good Or Bad?

2022-03-29

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2022-03-29

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Sea Shares Rallied 3% in Premarket Trading

2022-03-27

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2022-03-27

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07:40","market":"us","language":"en","title":"Tech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News","url":"https://stock-news.laohu8.com/highlight/detail?id=1140473336","media":"InvestorPlace","summary":"What can investors expect from today’s FOMC meeting?","content":"<html><head></head><body><p>This afternoon, the biggest news on Wall Street is that the Federal Reserve has raised interest rates again. 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Close to mid-day, however, they each picked up positive momentum. AMZN stock closed the day up a little over 1%. Meanwhile, Apple and Alphabet both closed up by more than 4% while Meta closed up more than 5%.</p><p>Let’s take a closer look at what today’s news means for markets.</p><p>What’s Happening with Tech Stocks?</p><p>What can investors expect from today’s FOMC meeting? Simply put, interest rates have been raised by half a percentage point. As<i>Barron’s</i>reports, this signals the start of a “double-barreled push by the central bank to rein in inflation and cool the economy.”</p><p>Of course, the more appropriate question might be about what this means for tech stocks. When interest rates were raised earlier in the year, experts speculated that it could constrain high-growth names, citing the tech sector as an example. In late January 2022,<i>CNBC</i> reported the following:</p><blockquote>“Strategists expect the adjustment to higher yields to result in stock market volatility and lower valuations for growth and tech stocks.”</blockquote><p>If that happens again, it will certainly shake investor confidence in tech stocks. For the moment, though, it seems the sector is determined to not let that happen. These names have rallied in the face of an important news announcement that could have easily sent shares down.</p><p>Looking forward, more interest rate hikes are likely coming. Per<i>Barron’s</i>, the FOMC “anticipates ongoing increases in the target range will be appropriate.”</p><p>What It Means</p><p>While the future is uncertain, further rate hikes remain likely. Wall Street hates uncertainty, but it can’t hate what it saw from tech stocks today.</p><p>Yes, rate hikes are coming. But that doesn’t mean they will automatically push high-growth sectors down. The last time hike fears were high,<i>InvestorPlace</i> analyst Luke Lango reminded investors that the phenomenon can actually lead to significant opportunities for high-growth picks.</p><p>If today’s performance is any indication, investors may be about to see something similar play out.</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>Tech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Stocks AAPL, AMZN, FB, GOOGL Look to Rebound After FOMC News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/tech-stocks-aapl-amzn-fb-googl-look-to-rebound-after-fomc-news/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This afternoon, the biggest news on Wall Street is that the Federal Reserve has raised interest rates again. The day leading up to this verdict has been difficult for some investors. Specifically, ...</p>\n\n<a href=\"https://investorplace.com/2022/05/tech-stocks-aapl-amzn-fb-googl-look-to-rebound-after-fomc-news/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AMZN":"亚马逊","AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://investorplace.com/2022/05/tech-stocks-aapl-amzn-fb-googl-look-to-rebound-after-fomc-news/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140473336","content_text":"This afternoon, the biggest news on Wall Street is that the Federal Reserve has raised interest rates again. The day leading up to this verdict has been difficult for some investors. Specifically, today began with many tech stocks falling, bracing for bad news from the Federal Open Markets Committee (FOMC). However, the tides have since changed; many of tech’s biggest names rebounded into market close.Of course, the sector has been under a lot of scrutiny from experts lately. When Netflix(NASDAQ:NFLX) reported disappointing earnings recently, it sparked discussion of whether the FAANG era was coming to an end. For anyone unaware, FAANG is an acronym referring to five of the biggest tech stocks: Meta Platforms(NASDAQ:FB),Amazon (NASDAQ:AMZN), Apple(NASDAQ:AAPL), Netflix and Alphabet (NASDAQ:GOOGL, NASDAQ:GOOG).This morning, AAPL, AMZN, FB and GOOGL all began the day by dipping. This was expected, given the bearish energy swirling around high-growth stocks. Close to mid-day, however, they each picked up positive momentum. AMZN stock closed the day up a little over 1%. Meanwhile, Apple and Alphabet both closed up by more than 4% while Meta closed up more than 5%.Let’s take a closer look at what today’s news means for markets.What’s Happening with Tech Stocks?What can investors expect from today’s FOMC meeting? Simply put, interest rates have been raised by half a percentage point. AsBarron’sreports, this signals the start of a “double-barreled push by the central bank to rein in inflation and cool the economy.”Of course, the more appropriate question might be about what this means for tech stocks. When interest rates were raised earlier in the year, experts speculated that it could constrain high-growth names, citing the tech sector as an example. In late January 2022,CNBC reported the following:“Strategists expect the adjustment to higher yields to result in stock market volatility and lower valuations for growth and tech stocks.”If that happens again, it will certainly shake investor confidence in tech stocks. For the moment, though, it seems the sector is determined to not let that happen. These names have rallied in the face of an important news announcement that could have easily sent shares down.Looking forward, more interest rate hikes are likely coming. PerBarron’s, the FOMC “anticipates ongoing increases in the target range will be appropriate.”What It MeansWhile the future is uncertain, further rate hikes remain likely. Wall Street hates uncertainty, but it can’t hate what it saw from tech stocks today.Yes, rate hikes are coming. But that doesn’t mean they will automatically push high-growth sectors down. The last time hike fears were high,InvestorPlace analyst Luke Lango reminded investors that the phenomenon can actually lead to significant opportunities for high-growth picks.If today’s performance is any indication, investors may be about to see something similar play out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069372041,"gmtCreate":1651242885290,"gmtModify":1676534876888,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069372041","repostId":"1199070862","repostType":2,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087896042,"gmtCreate":1650983423965,"gmtModify":1676534827341,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087896042","repostId":"1105612207","repostType":2,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082830124,"gmtCreate":1650548527634,"gmtModify":1676534749019,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082830124","repostId":"2229900971","repostType":2,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082897596,"gmtCreate":1650548516166,"gmtModify":1676534749004,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082897596","repostId":"1165870165","repostType":2,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081135836,"gmtCreate":1650209148453,"gmtModify":1676534669240,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081135836","repostId":"1132172108","repostType":2,"repost":{"id":"1132172108","pubTimestamp":1649989630,"share":"https://www.laohu8.com/m/news/1132172108?lang=&edition=full","pubTime":"2022-04-15 10:27","market":"us","language":"en","title":"Apple: Losses Mount In A Big Money Pit","url":"https://stock-news.laohu8.com/highlight/detail?id=1132172108","media":"Seeking Alpha","summary":"SummaryApple has tried to build a strong streaming service by investing heavily in the last few quar","content":"<html><head></head><body><p>Summary</p><ul><li>Apple has tried to build a strong streaming service by investing heavily in the last few quarters.</li><li>However, it is still way behind other competitors with less than 20 million paid subscribers in US and Canada.</li><li>The streaming video business could end up becoming a big money pit for Apple with an estimated budget of over $100 billion over the next decade.</li><li>High churn rate within its streaming service will limit Apple’s ability to increase stickiness within its ecosystem and get pricing leverage for other products and services.</li><li>Despite some good shows, Apple’s current streaming strategy could become a big headwind to earnings over the next few quarters.</li></ul><p>Apple (NASDAQ:AAPL) has been ramping up its investment in the streaming video segment hoping to attract more paying customers. However, it is still far behind most competitors like Disney (DIS), Netflix (NFLX), HBO (WBD), Amazon (AMZN), and others. According to Variety, Apple had mentioned that it has less than 20 million paying customers in US and Canada in the last quarter which allowed the company to pay discounted rates to its production crew. Another estimate mentioned by Observer is 8.1 million paid subscribers in US. These are abysmal numbers when compared to HBO and Disney which were launched after Apple TV+. Even with the lowest subscription rate of $4.99/ month in the industry, Apple could find it difficult to reach a sizable number of paid subscribers within TV+ over the next few years.</p><p>The churn rate for TV+ is one of the highest in the industry. This limits the ability of the company to gain a loyal subscriber base and use its TV+ subscription as an anchor service to promote other services and products. The streaming video business is a money pit that requires billions of dollars in annual content investment. It is likely that Apple&#39;s content budget will exceed $100 billion during this decade. At this rate, the streaming business will likely play a big negative impact on the earnings growth of the company which will be a headwind for Apple stock.</p><p>Subscribers are still elusive</p><p>According to the company&#39;s management, the paid subscriber base in US and Canada is less than 20 million. The company has delivered some Emmy winning shows and we still do not see any major uptick in subscriber base. Even if we take a long-term view of these investments, Apple would need to show at least some progress in subscriber numbers to justify the level of investments. It is spending close to $6.5 billion annually on streaming content which was 10% of the net income in 2020.</p><p><img src=\"https://static.tigerbbs.com/b0a803b0264773eb3d1bbde452a83e0e\" tg-width=\"697\" tg-height=\"377\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Observer</p><p>Figure 1: Apple&#39;s slow progress in the SVOD industry. Source: Observer, Antenna</p><p>The dearth of content could be a lingering issue for the company. Apple has some hit programs like &#34;Ted Lasso&#34;, &#34;For All Mankind&#34; and &#34;The Morning Show&#34;. However, it creates the issue of short-term subscription to the service. Looky-loos take subscription for some time and cancel their membership after watching their desired content. This creates a massive issue of churn rate. Apple&#39;s churn rate is the highest in this industry.</p><p>According to a report by Antenna, Apple&#39;s quarterly churn rate is a staggering 15%. Compared to this, Netflix had a churn rate of only 2.5% and Disney had a churn rate of 4%. Hopefully, as Apple invests heavily over the next few years which should increase its original content library, the churn rate would get lower.</p><p>Money pit</p><p>While talking about the long-term potential of the streaming business, many analysts forget that this is one of the biggest money pits. Disney has already announced an increase in investment to over $30 billion. Netflix is investing over $15 billion. Amazon spent $11 billion on original content in 2020, $13 billion in 2021 and could easily ramp it up to over $20 billion in the next few years. This makes Apple&#39;s investment look paltry even though the company is spending a big chunk of its profits on this service.</p><p>It should not be a surprise if Apple ends up spending over $100 billion in the streaming business in this decade. Even at this investment rate, it would be at the fourth or fifth spot within this industry in terms of investment. This shows the amount of money that is swirling within the streaming video space. Economies of scale work very well within this industry. If Netflix decides to invest another billion on a new series, the cost will be distributed among more than 200 million subscribers. However, if Apple decides to spend a billion dollars on a new program, it will be distributed among less than 20 million subscribers who pay lower subscription costs and have a higher churn rate.</p><p>Lack of anchor service</p><p>Apple does not have a membership like Amazon Prime which can be used to subsidize investment in the streaming business. The retention rate of Amazon Prime members is very high which allows the company to divert funds towards other subscription services like music and streaming video. A lack of anchor service will hurt Apple&#39;s potential to gain new subscribers who can be provided a strong value proposition in this service.</p><p><img src=\"https://static.tigerbbs.com/ab1d704399bc7019ec98710580113491\" tg-width=\"640\" tg-height=\"69\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Company filings</p><p>Figure 2: Amazon&#39;s subscription revenue is over $30 billion in trailing twelve months. Source: Company Filings</p><p>The subscription segment of Amazon has been growing at a strong rate over the last few quarters with annualized revenue rate of $30 billion in the trailing twelve months. Amazon has an anchor service due to Prime membership. It is also doing very well in Echo products and music streaming where it competes directly with Apple. Rapid increase in subscription revenue should allow Amazon to divert more revenue towards streaming video. This will make Amazon one of the biggest competitors for Apple in a number of services. Lack of anchor service by Apple will be the biggest headwind for the company within its subscription business.</p><p>Impact on earnings and stock</p><p>Apple is trying to move away from being labeled a products company to a more service-oriented company. It would be very important for the company to build a strong subscription business to deliver Services growth. Within the subscription business, Apple TV+ plays a central role for the company. Wall Street has given Apple a lot of time to grow its streaming video and subscription business. However, if we continue to find reports of a very low subscriber base, high churn rate, and massive investments then the stock could start showing bearish sentiment.</p><p><img src=\"https://static.tigerbbs.com/30ba72c98c5056d661d0caeb2e9d042e\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>YCharts</p><p>Figure 3: Comparison of price and P/S ratio of Apple, Netflix and Disney. Source: YCharts</p><p>We have already seen massive correction in Netflix and Disney stock when they reported fewer net subscription additions. Apple&#39;s streaming business forms a smaller portion of the total valuation for the company. However, Wall Street would still be interested in knowing the improvement in subscriptions within this segment, especially after spending tens of billions of dollars. TV+ could take up investment of 10% to 20% of the net income of Apple over the next few years. This will be a big drag on EPS growth and future estimates should be revised accordingly.</p><p>If the outlook toward streaming industry turns bearish, Apple&#39;s subscription plans can face headwinds which will lead to a big decline in the growth of the Service segment. A lower growth rate in Services segment would be a headwind for Apple stock as it is already trading at close to its peak PE multiple in over a decade.</p><p>Investor takeaway</p><p>Apple has not made much progress in its paid subscriber base within its TV+ service. Recent reports suggest that the paid subscriber numbers would be less than 20 million. On the other hand, Apple is investing heavily in this industry which has a negative impact on profits and earnings over the next few years. Apple&#39;s investment in TV+ has been more than 10% of the net income in 2020 and it could easily increase to over 20% of net income as Apple ramps up investment to match other peers.</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: Losses Mount In A Big Money Pit</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: Losses Mount In A Big Money Pit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501445-apple-losses-mount-in-a-big-money-pit><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has tried to build a strong streaming service by investing heavily in the last few quarters.However, it is still way behind other competitors with less than 20 million paid subscribers in...</p>\n\n<a href=\"https://seekingalpha.com/article/4501445-apple-losses-mount-in-a-big-money-pit\">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://seekingalpha.com/article/4501445-apple-losses-mount-in-a-big-money-pit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132172108","content_text":"SummaryApple has tried to build a strong streaming service by investing heavily in the last few quarters.However, it is still way behind other competitors with less than 20 million paid subscribers in US and Canada.The streaming video business could end up becoming a big money pit for Apple with an estimated budget of over $100 billion over the next decade.High churn rate within its streaming service will limit Apple’s ability to increase stickiness within its ecosystem and get pricing leverage for other products and services.Despite some good shows, Apple’s current streaming strategy could become a big headwind to earnings over the next few quarters.Apple (NASDAQ:AAPL) has been ramping up its investment in the streaming video segment hoping to attract more paying customers. However, it is still far behind most competitors like Disney (DIS), Netflix (NFLX), HBO (WBD), Amazon (AMZN), and others. According to Variety, Apple had mentioned that it has less than 20 million paying customers in US and Canada in the last quarter which allowed the company to pay discounted rates to its production crew. Another estimate mentioned by Observer is 8.1 million paid subscribers in US. These are abysmal numbers when compared to HBO and Disney which were launched after Apple TV+. Even with the lowest subscription rate of $4.99/ month in the industry, Apple could find it difficult to reach a sizable number of paid subscribers within TV+ over the next few years.The churn rate for TV+ is one of the highest in the industry. This limits the ability of the company to gain a loyal subscriber base and use its TV+ subscription as an anchor service to promote other services and products. The streaming video business is a money pit that requires billions of dollars in annual content investment. It is likely that Apple's content budget will exceed $100 billion during this decade. At this rate, the streaming business will likely play a big negative impact on the earnings growth of the company which will be a headwind for Apple stock.Subscribers are still elusiveAccording to the company's management, the paid subscriber base in US and Canada is less than 20 million. The company has delivered some Emmy winning shows and we still do not see any major uptick in subscriber base. Even if we take a long-term view of these investments, Apple would need to show at least some progress in subscriber numbers to justify the level of investments. It is spending close to $6.5 billion annually on streaming content which was 10% of the net income in 2020.ObserverFigure 1: Apple's slow progress in the SVOD industry. Source: Observer, AntennaThe dearth of content could be a lingering issue for the company. Apple has some hit programs like \"Ted Lasso\", \"For All Mankind\" and \"The Morning Show\". However, it creates the issue of short-term subscription to the service. Looky-loos take subscription for some time and cancel their membership after watching their desired content. This creates a massive issue of churn rate. Apple's churn rate is the highest in this industry.According to a report by Antenna, Apple's quarterly churn rate is a staggering 15%. Compared to this, Netflix had a churn rate of only 2.5% and Disney had a churn rate of 4%. Hopefully, as Apple invests heavily over the next few years which should increase its original content library, the churn rate would get lower.Money pitWhile talking about the long-term potential of the streaming business, many analysts forget that this is one of the biggest money pits. Disney has already announced an increase in investment to over $30 billion. Netflix is investing over $15 billion. Amazon spent $11 billion on original content in 2020, $13 billion in 2021 and could easily ramp it up to over $20 billion in the next few years. This makes Apple's investment look paltry even though the company is spending a big chunk of its profits on this service.It should not be a surprise if Apple ends up spending over $100 billion in the streaming business in this decade. Even at this investment rate, it would be at the fourth or fifth spot within this industry in terms of investment. This shows the amount of money that is swirling within the streaming video space. Economies of scale work very well within this industry. If Netflix decides to invest another billion on a new series, the cost will be distributed among more than 200 million subscribers. However, if Apple decides to spend a billion dollars on a new program, it will be distributed among less than 20 million subscribers who pay lower subscription costs and have a higher churn rate.Lack of anchor serviceApple does not have a membership like Amazon Prime which can be used to subsidize investment in the streaming business. The retention rate of Amazon Prime members is very high which allows the company to divert funds towards other subscription services like music and streaming video. A lack of anchor service will hurt Apple's potential to gain new subscribers who can be provided a strong value proposition in this service.Company filingsFigure 2: Amazon's subscription revenue is over $30 billion in trailing twelve months. Source: Company FilingsThe subscription segment of Amazon has been growing at a strong rate over the last few quarters with annualized revenue rate of $30 billion in the trailing twelve months. Amazon has an anchor service due to Prime membership. It is also doing very well in Echo products and music streaming where it competes directly with Apple. Rapid increase in subscription revenue should allow Amazon to divert more revenue towards streaming video. This will make Amazon one of the biggest competitors for Apple in a number of services. Lack of anchor service by Apple will be the biggest headwind for the company within its subscription business.Impact on earnings and stockApple is trying to move away from being labeled a products company to a more service-oriented company. It would be very important for the company to build a strong subscription business to deliver Services growth. Within the subscription business, Apple TV+ plays a central role for the company. Wall Street has given Apple a lot of time to grow its streaming video and subscription business. However, if we continue to find reports of a very low subscriber base, high churn rate, and massive investments then the stock could start showing bearish sentiment.YChartsFigure 3: Comparison of price and P/S ratio of Apple, Netflix and Disney. Source: YChartsWe have already seen massive correction in Netflix and Disney stock when they reported fewer net subscription additions. Apple's streaming business forms a smaller portion of the total valuation for the company. However, Wall Street would still be interested in knowing the improvement in subscriptions within this segment, especially after spending tens of billions of dollars. TV+ could take up investment of 10% to 20% of the net income of Apple over the next few years. This will be a big drag on EPS growth and future estimates should be revised accordingly.If the outlook toward streaming industry turns bearish, Apple's subscription plans can face headwinds which will lead to a big decline in the growth of the Service segment. A lower growth rate in Services segment would be a headwind for Apple stock as it is already trading at close to its peak PE multiple in over a decade.Investor takeawayApple has not made much progress in its paid subscriber base within its TV+ service. Recent reports suggest that the paid subscriber numbers would be less than 20 million. On the other hand, Apple is investing heavily in this industry which has a negative impact on profits and earnings over the next few years. Apple's investment in TV+ has been more than 10% of the net income in 2020 and it could easily increase to over 20% of net income as Apple ramps up investment to match other peers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080839009,"gmtCreate":1649863382012,"gmtModify":1676534593284,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080839009","repostId":"2227618615","repostType":2,"repost":{"id":"2227618615","pubTimestamp":1649846340,"share":"https://www.laohu8.com/m/news/2227618615?lang=&edition=full","pubTime":"2022-04-13 18:39","market":"us","language":"en","title":"Apple (AAPL): iPhone SE is Shaping to Be Another 'Mini' Disaster, Overall Demand for iPhone 13 Strong - KeyBanc","url":"https://stock-news.laohu8.com/highlight/detail?id=2227618615","media":"StreetInsider","summary":"KeyBanc analyst John Vinh told clients today that demand for Apple’s (NASDAQ: AAPL) iPhone lineup re","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/summaries/16/resize_apple-logo_5b9966615a1b6.jpg\"/>\n</div>\n</div>\n\t\t\t\n\t\tKeyBanc analyst John Vinh told clients today that demand for Apple’s (NASDAQ: AAPL) iPhone lineup remains resilient with an expectation ...<br/><br/>(Premium-only article. Please sign in or upgrade to SI Premium to view.)\t</div></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>Apple (AAPL): iPhone SE is Shaping to Be Another 'Mini' Disaster, Overall Demand for iPhone 13 Strong - KeyBanc</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 (AAPL): iPhone SE is Shaping to Be Another 'Mini' Disaster, Overall Demand for iPhone 13 Strong - KeyBanc\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 18:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19908767><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KeyBanc analyst John Vinh told clients today that demand for Apple’s (NASDAQ: AAPL) iPhone lineup remains resilient with an expectation ...(Premium-only article. Please sign in or upgrade to SI ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19908767\">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","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4576":"AR","BK4575":"芯片概念","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4573":"虚拟现实","BK4085":"互动家庭娱乐","BK4581":"高盛持仓","BK4512":"苹果概念","SE":"Sea Ltd","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19908767","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227618615","content_text":"KeyBanc analyst John Vinh told clients today that demand for Apple’s (NASDAQ: AAPL) iPhone lineup remains resilient with an expectation ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012966389,"gmtCreate":1649280887549,"gmtModify":1676534481382,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012966389","repostId":"2225886665","repostType":2,"repost":{"id":"2225886665","pubTimestamp":1649217606,"share":"https://www.laohu8.com/m/news/2225886665?lang=&edition=full","pubTime":"2022-04-06 12:00","market":"us","language":"en","title":"Sea Limited's Shopee Moving Out Of India: Good Or Bad?","url":"https://stock-news.laohu8.com/highlight/detail?id=2225886665","media":"seekingalpha","summary":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock d","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Last week, Sea Limited announced that Shopee would withdraw from India.</li><li>Initially, the stock dropped 10% but it ended up on the day.</li><li>I analyze the news, what it means for Sea as a whole and how this affects my view on the company.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cff71f84c3894bd1998e1f56d28fff2\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Introduction</b></p><p>If last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited&#39;s (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dfc2e1e4ec801537320be8f7b026325\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>YCharts</span></p><p>In the meantime, the stock continued to climb after this news and at the moment of writing, it&#39;s up 13.5% in a week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0074ef62f3078447dca0080fa83fe577\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Shopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.</p><p>The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.</p><blockquote>Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.</blockquote><p>The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn&#39;t use these tactics to kill competition, as its position didn&#39;t allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.</p><p><b>The pieces of the puzzle</b></p><p>While the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:</p><blockquote>A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.</blockquote><p>Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: &#34;If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.&#34; Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I&#39;m not trying to launch any conspiracy theory here.</p><p>The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (<i>my bold</i>).</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>This is business talk and quite vague, but I think it&#39;s quite clear what&#39;s going on if you look at the context. Remember this quote from the Q4 conference call?</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.</blockquote><p>And this one:</p><blockquote>In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.</blockquote><p>And this one:</p><blockquote>However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.</blockquote><p>Sea also expects SeaMoney to be cash-flow positive next year already (2023).</p><p>Let&#39;s put the pieces of the puzzle together here.</p><p>(1) Sea will focus much more on profitability.</p><p>(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India</p><p>(3) Shopee India would be a vast money-losing operation for years to come.</p><p>(4) Shopee Brazil is much further down the road than Shopee India.</p><p>(5) The company sees that what it does is working in Brazil.</p><p>If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I&#39;ll repeat it here:</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>I think it&#39;s obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.</p><p><b>Learning from the past</b></p><p>When the dotcom crash hit Amazon, this is how its EBITDA changed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9960cc477e8c66b7e59942c0a4d00ea5\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>As you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon&#39;s EBITDA just kept growing.</p><p>Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.</p><p><b>Is this a management mistake?</b></p><p>There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea&#39;s profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That&#39;s what&#39;s meant by</p><blockquote><b>In view of global market uncertainties</b>, we have decided to close our early-stage Shopee India initiative.</blockquote><p>Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn&#39;t see the traction that it had expected. In this new situation, that&#39;s not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.</p><p>If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.</p><p>The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here&#39;s a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.</p><p>Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it&#39;s often a few years, for the hardware failures, it&#39;s often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.</p><p>With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.</p><p><b>How I think about this</b></p><p>The same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don&#39;t forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.</p><p>You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.</p><p>Sea still has a lot of cash on its balance sheet, about $10B.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af8d04022ba5aea798405b8b27d0cc9c\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>At the same time, Garena remains a cash cow, even though it&#39;s not expected to grow anymore. But it adds to Sea&#39;s money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That&#39;s more a sign of excellent management than poor management, in my opinion.</p><p>India probably only adds low single digits when it comes to Shopee&#39;s GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we&#39;ll have to see, but to me, this doesn&#39;t change the long-term thesis.</p><p>Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.</p><p>Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I&#39;m not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we&#39;ll have to see. It is also possible that India was the last pull-back. As an outsider, you can&#39;t judge as well as the company, with its vast data points that it can use to make the necessary decisions.</p><p><b>Conclusion</b></p><p>We are in a different environment now and Shopee adapts to that new environment. I think that&#39;s more a strength than a weakness, although I&#39;m sure enough people will explain it as a failure of Sea&#39;s management. That&#39;s OK; everybody is entitled to their own opinion.</p><p>Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I&#39;m confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea&#39;s management is not afraid to lose face by turning back the clock on what doesn&#39;t seem to work in the current circumstances doesn&#39;t lower my conviction.</p><p><i>In the meantime, keep growing!</i></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>Sea Limited's Shopee Moving Out Of India: Good Or Bad?</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\">\nSea Limited's Shopee Moving Out Of India: Good Or Bad?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-06 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how ...</p>\n\n<a href=\"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4503":"景林资产持仓","BK4566":"资本集团","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","SE":"Sea Ltd","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4139":"生物科技"},"source_url":"https://seekingalpha.com/article/4499769-sea-stock-shopee-moving-out-india-good-bad","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225886665","content_text":"SummaryLast week, Sea Limited announced that Shopee would withdraw from India.Initially, the stock dropped 10% but it ended up on the day.I analyze the news, what it means for Sea as a whole and how this affects my view on the company.kokkai/iStock Unreleased via Getty ImagesIntroductionIf last Monday, you only looked at your portfolio at the end of the day, you missed the high volatility of Sea Limited's (NYSE:SE) stock that day. It was down about 10% in the early market hours but it ended up 0.93% if you added the after-market move. During market hours, it was up 0.74%.YChartsIn the meantime, the stock continued to climb after this news and at the moment of writing, it's up 13.5% in a week.Data by YChartsShopee India had just launched a few months earlier, in October 2021, when it started recruiting sellers in the country. It offered very interesting conditions to attract sellers, such as free shipping and zero commissions.The Confederation of All India Traders or CAIT had filed a complaint that Shopee used predatory pricing tactics. The complaint actually summarized well how Shopee can grab so much market share so fast in new markets.Shopee’s deep discounting tactics, including flash sales of products for Re.1, Rs 9 and Rs 49, were aimed at attracting a large base of customers and consumer preference data which the company could use to its advantage.The CCI (Competition Commission of India) had dismissed this claim. The CCI confirmed the tactics but it said that Shopee didn't use these tactics to kill competition, as its position didn't allow that yet. CAIT had also claimed that Shopee should be banned from India, just like Free Fire because of its ties with Tencent (OTCPK:TCEHY). As far as I know, there has been no news about that part of the claim. Tencent still owns 18% of the shares and it has committed to holding substantial ownership for the longer term. Its voting power in Sea is now less than 10%, which is a crucial threshold.The pieces of the puzzleWhile the first reaction I had (and maybe you and the market as well) was that this had to do with the Free Fire ban, this paragraph of the Tech Crunch article seems to suggest otherwise:A source familiar with the matter told TechCrunch Shopee’s India shutdown decision is not linked with the Free Fire ban in India.Shopee India is not the first market that was closed a few months after the launch. Shopee France followed the same trajectory and that adds to the probability of this being true, although there could have been some form of trade-off behind the scenes. Something like: \"If you withdraw Shopee from India, we might be much more willing to allow Free Fire again.\" Free Fire is a cash machine, Shopee India is a money-losing initiative so that trade-off would probably be a no-brainer for Sea. But this is pure speculation. I'm not trying to launch any conspiracy theory here.The real reason to shut down Shopee India is probably much simpler. Just look at this statement from Sea that Tech Crunch cited (my bold).In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.This is business talk and quite vague, but I think it's quite clear what's going on if you look at the context. Remember this quote from the Q4 conference call?We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year.And this one:In Brazil, where Shopee was launched in late 2019, we have already achieved strong traction with meaningful commercialization and improving efficiency.And this one:However, we strongly believe that by investing prudently and sustainably in Shopee Lat Am and Brazil in particular, we will generate significant value for our shareholders in the long run.Sea also expects SeaMoney to be cash-flow positive next year already (2023).Let's put the pieces of the puzzle together here.(1) Sea will focus much more on profitability.(2) There were 19 mentions of Shopee Brazil on the conference call and none of Shopee India(3) Shopee India would be a vast money-losing operation for years to come.(4) Shopee Brazil is much further down the road than Shopee India.(5) The company sees that what it does is working in Brazil.If you put everything together, I think that there is logic in the statement of Sea that looked so vague. So I'll repeat it here:In view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.I think it's obvious that Sea sees what the market wants right now: more profitability, less money-losing growth. If the circumstances change, companies should change.Learning from the pastWhen the dotcom crash hit Amazon, this is how its EBITDA changed.Data by YChartsAs you can see, the EBITDA of Amazon (AMZN) was negative all of the time, went down much more during the crash and then Amazon said that it would focus more on profitability and did so. Does this sound familiar? From that point on, Amazon's EBITDA just kept growing.Mind you, it took a few years after the dotcom crash started before Amazon showed its power by posting positive EBITDA.Is this a management mistake?There are still a lot of other new Shopee markets, including Mexico, Colombia, Chile, Spain and Poland. Over the short term launching in so many countries at the same time has big implications for Sea's profitability. The fact that the market seems to have turned, that inflation is high and that interest rates will go up makes that we have a new situation. That's what's meant byIn view of global market uncertainties, we have decided to close our early-stage Shopee India initiative.Sea adapts to the new situation very fast. I would not be surprised if it closed its Spanish arm as well. And who knows, maybe even a few others, where Shopee doesn't see the traction that it had expected. In this new situation, that's not a mistake by the management, to the contrary. Adapting to new circumstances very fast is what the best companies of our time have always done. Netflix (NFLX) was going to launch Quikster and shut down the initiative after just a few weeks when it saw the reaction of customers and the market. Amazon focused on EBITDA when the market demanded that. Google (GOOGL) (GOOG) has also an impressive list of mistakes and failures and even Apple (AAPL) has scars.If you want the perfect company, one that never makes any mistakes, you should probably invest in a company that has gone bankrupt. If you have to make decisions, you will make mistakes.The number of errors that Amazon made is legendary and inherent to its business culture. The legendary Fire Phone was just the tip of the iceberg. You can read this list of 56 other failures. Here's a list of 50 Google failures. And here are 23 Apple mistakes. If you are still not convinced, Microsoft (MSFT) has probably wasted more money on failures than any other company. These are just 15 on the list.Of course, no single mistake is identical. There are hardware and software mistakes. Usually, software mistakes are much less expensive. What you see is that hardware is shut down much faster; for software, it's often a few years, for the hardware failures, it's often in months. With its investments in zero commission and free shipping, Shopee resembles hardware failures much more and closing fast makes a lot of sense.With hindsight knowledge, mistakes always look obvious. What was Microsoft thinking with its Nokia acquisition? Why did Amazon try to launch the Fire Phone? What was Google thinking when it launched the Google Glasses? Well, often, these companies had excellent reasons at the time. They saw a trend that they wanted to join, they saw an opportunity for competing, and they thought they could address a new market.How I think about thisThe same goes for Shopee. With the fast expansion, it thought that it made the best decision with everything known at the time. Don't forget that Sea went into these markets before October 2021. Only in November there was talk about inflation getting out of control and maybe not being transitory. It made a lot of sense going into new markets with the numbers Garena put up and the low-interest environment we lived in. Now that the circumstances have changed, the company has changed its strategy. That makes sense to me.You can always interpret this kind of news in two ways. You can say that management screwed up, or you can say that management tried out a great opportunity.Sea still has a lot of cash on its balance sheet, about $10B.Data by YChartsAt the same time, Garena remains a cash cow, even though it's not expected to grow anymore. But it adds to Sea's money pile. In an environment that looks suspiciously at companies investing huge piles of money for growth, and that only changed a few months ago, Sea changed its strategy. It will now focus on fewer markets where it has seen proof of traction, which can bring the scale of economy that Sea wants and it will focus on EBITDA profitability much faster than it had probably foreseen. That's more a sign of excellent management than poor management, in my opinion.India probably only adds low single digits when it comes to Shopee's GMV (gross merchandise volume, the total dollar amount of all the products sold on the platform). Probably just 1% or 2%. Usually, Shopee beats that guidance. Maybe it just meets now, we'll have to see, but to me, this doesn't change the long-term thesis.Shopee is still in a dozen other growth markets. It may shut down one or maybe a few others, but it will remain focusing on its 7 core markets: Singapore, Malaysia, Indonesia, Philippines, Taiwan, Thailand, and Vietnam. I am sure that it will keep investing heavily in Brazil too, as it clearly sees early signs of success there, with revenue up by 626% YoY in Brazil.Mexico, Colombia and Chile are less certain and much earlier but I expect them to continue to invest there, but in declining order of certainty: Mexico, Colombia, Chile. I'm not sure about Poland, although there are positive signs there, and even less sure about Spain as these are even much earlier and in a completely different market environment, resembling France a bit. I think there is a fairly high chance that Spain could also see Shopee leave, but we'll have to see. It is also possible that India was the last pull-back. As an outsider, you can't judge as well as the company, with its vast data points that it can use to make the necessary decisions.ConclusionWe are in a different environment now and Shopee adapts to that new environment. I think that's more a strength than a weakness, although I'm sure enough people will explain it as a failure of Sea's management. That's OK; everybody is entitled to their own opinion.Shopee is still a very young company, just 6 years old (launched in 2015) and it has already shown impressive results in that short journey. It overtook Lazada and all other local players and became the number 1 in all of the Southeast Asian markets and Taiwan. I'm confident that many other achievements will follow, but there will always be mistakes and stumbles. Knowing that Sea's management is not afraid to lose face by turning back the clock on what doesn't seem to work in the current circumstances doesn't lower my conviction.In the meantime, keep growing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019112277,"gmtCreate":1648557907593,"gmtModify":1676534353542,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019112277","repostId":"2223081068","repostType":2,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019112968,"gmtCreate":1648557869195,"gmtModify":1676534353526,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019112968","repostId":"1118625922","repostType":2,"repost":{"id":"1118625922","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":1648545971,"share":"https://www.laohu8.com/m/news/1118625922?lang=&edition=full","pubTime":"2022-03-29 17:26","market":"us","language":"en","title":"Sea Shares Rallied 3% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1118625922","media":"Tiger Newspress","summary":"Sea shares rallied 3% in premarket trading as it's decision to close India operations seen as a \"cle","content":"<html><head></head><body><p>Sea shares rallied 3% in premarket trading as it&#39;s decision to close India operations seen as a &#34;clear positive&#34;.</p><p><img src=\"https://static.tigerbbs.com/0834d72d7f05a064ef983f3948f72873\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Singapore-based global consumer internet company Sea said its e-commerce arm Shopee will shut down its operations in India amid the company&#39;s poor growth outlook.</p><p>This is the second pullback for Shopee this month, just several weeks after it exited the market in France and after India banned Sea&#39;s Free Fire app. The ban wiped off $16 billion of Sea&#39;s market value in a single day, prompting some investors to offload the company&#39;s shares.</p><p>Shopee said the pullback comes as a result of global market uncertainties and that the company will do its best to make the process as smooth as possible.</p><p>A few weeks ago, Sea said it expects Shopee&#39;s revenue growth to decline to roughly 76% in 2022, after seeing an outstanding 157% growth last year, due to weaker engagements and online purchases.</p><p>Morgan Stanley analyst Mark Goodridge sees the decision as a clear positive for SE as we have struggled to make the underlying unit economics work in the India market.</p><p>&#34;We view this as a positive announcement for two key reasons:</p><ul><li>Management has continued to demonstrate a flexible capital allocation process, where now the risk return on entering India is no longer attractive;</li></ul><ul><li>It should help to control expanding e-commerce losses ... we have always struggled to make the unit economics for Shopee India work “ this is due to the very competitive landscape, Shopee&#39;s very low Average Order Value, and relatively high logistics costs.</li></ul><p>In our note Sea Ltd: Shopee Poland + Shopee India = More Upside, we highlighted that for Shopee to win ~5% GMV market it would cost up to ~US$900m in annual EBITDA losses. Hence, SE&#39;s no longer pursuing this strategy is a clear positive, in our view,&#34; Goodridge said in a client note.</p><p>The analyst finds the current companys market valuation as attractive.</p><p><b>UBS analyst Navin Killa also reflected positively on SEs decision, saying it may signal an improving discipline in cash burn.</b></p><p>&#34;We believe the exit should be viewed positively by the market:</p><ul><li>This supports management&#39;s commentary during FY21 earnings call that the company would take a more calibrated approach towards investments especially on international opportunities ex-ASEAN and Taiwan (with Brazil as the key focus);</li><li>It removes the potential of high cash burn from competing with an ultra-competitive Indian e-commerce market with global and local giants such as Amazon (NASDAQ:AMZN), Flipkart and JioMart,&#34; Killa wrote in a memo.</li></ul></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>Sea Shares Rallied 3% 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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Shares Rallied 3% 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\">2022-03-29 17:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea shares rallied 3% in premarket trading as it&#39;s decision to close India operations seen as a &#34;clear positive&#34;.</p><p><img src=\"https://static.tigerbbs.com/0834d72d7f05a064ef983f3948f72873\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Singapore-based global consumer internet company Sea said its e-commerce arm Shopee will shut down its operations in India amid the company&#39;s poor growth outlook.</p><p>This is the second pullback for Shopee this month, just several weeks after it exited the market in France and after India banned Sea&#39;s Free Fire app. The ban wiped off $16 billion of Sea&#39;s market value in a single day, prompting some investors to offload the company&#39;s shares.</p><p>Shopee said the pullback comes as a result of global market uncertainties and that the company will do its best to make the process as smooth as possible.</p><p>A few weeks ago, Sea said it expects Shopee&#39;s revenue growth to decline to roughly 76% in 2022, after seeing an outstanding 157% growth last year, due to weaker engagements and online purchases.</p><p>Morgan Stanley analyst Mark Goodridge sees the decision as a clear positive for SE as we have struggled to make the underlying unit economics work in the India market.</p><p>&#34;We view this as a positive announcement for two key reasons:</p><ul><li>Management has continued to demonstrate a flexible capital allocation process, where now the risk return on entering India is no longer attractive;</li></ul><ul><li>It should help to control expanding e-commerce losses ... we have always struggled to make the unit economics for Shopee India work “ this is due to the very competitive landscape, Shopee&#39;s very low Average Order Value, and relatively high logistics costs.</li></ul><p>In our note Sea Ltd: Shopee Poland + Shopee India = More Upside, we highlighted that for Shopee to win ~5% GMV market it would cost up to ~US$900m in annual EBITDA losses. Hence, SE&#39;s no longer pursuing this strategy is a clear positive, in our view,&#34; Goodridge said in a client note.</p><p>The analyst finds the current companys market valuation as attractive.</p><p><b>UBS analyst Navin Killa also reflected positively on SEs decision, saying it may signal an improving discipline in cash burn.</b></p><p>&#34;We believe the exit should be viewed positively by the market:</p><ul><li>This supports management&#39;s commentary during FY21 earnings call that the company would take a more calibrated approach towards investments especially on international opportunities ex-ASEAN and Taiwan (with Brazil as the key focus);</li><li>It removes the potential of high cash burn from competing with an ultra-competitive Indian e-commerce market with global and local giants such as Amazon (NASDAQ:AMZN), Flipkart and JioMart,&#34; Killa wrote in a memo.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118625922","content_text":"Sea shares rallied 3% in premarket trading as it's decision to close India operations seen as a \"clear positive\".Singapore-based global consumer internet company Sea said its e-commerce arm Shopee will shut down its operations in India amid the company's poor growth outlook.This is the second pullback for Shopee this month, just several weeks after it exited the market in France and after India banned Sea's Free Fire app. The ban wiped off $16 billion of Sea's market value in a single day, prompting some investors to offload the company's shares.Shopee said the pullback comes as a result of global market uncertainties and that the company will do its best to make the process as smooth as possible.A few weeks ago, Sea said it expects Shopee's revenue growth to decline to roughly 76% in 2022, after seeing an outstanding 157% growth last year, due to weaker engagements and online purchases.Morgan Stanley analyst Mark Goodridge sees the decision as a clear positive for SE as we have struggled to make the underlying unit economics work in the India market.\"We view this as a positive announcement for two key reasons:Management has continued to demonstrate a flexible capital allocation process, where now the risk return on entering India is no longer attractive;It should help to control expanding e-commerce losses ... we have always struggled to make the unit economics for Shopee India work “ this is due to the very competitive landscape, Shopee's very low Average Order Value, and relatively high logistics costs.In our note Sea Ltd: Shopee Poland + Shopee India = More Upside, we highlighted that for Shopee to win ~5% GMV market it would cost up to ~US$900m in annual EBITDA losses. Hence, SE's no longer pursuing this strategy is a clear positive, in our view,\" Goodridge said in a client note.The analyst finds the current companys market valuation as attractive.UBS analyst Navin Killa also reflected positively on SEs decision, saying it may signal an improving discipline in cash burn.\"We believe the exit should be viewed positively by the market:This supports management's commentary during FY21 earnings call that the company would take a more calibrated approach towards investments especially on international opportunities ex-ASEAN and Taiwan (with Brazil as the key focus);It removes the potential of high cash burn from competing with an ultra-competitive Indian e-commerce market with global and local giants such as Amazon (NASDAQ:AMZN), Flipkart and JioMart,\" Killa wrote in a memo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010297629,"gmtCreate":1648387476158,"gmtModify":1676534333129,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010297629","repostId":"2222884922","repostType":2,"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010806339,"gmtCreate":1648313791978,"gmtModify":1676534327177,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010806339","repostId":"2222853103","repostType":2,"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9082897596,"gmtCreate":1650548516166,"gmtModify":1676534749004,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082897596","repostId":"1165870165","repostType":2,"repost":{"id":"1165870165","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":1650548435,"share":"https://www.laohu8.com/m/news/1165870165?lang=&edition=full","pubTime":"2022-04-21 21:40","market":"us","language":"en","title":"Twitter Turned Up in Morning Trading After Musk Received $46.5 billion in Debt Commitments for Financing","url":"https://stock-news.laohu8.com/highlight/detail?id=1165870165","media":"Tiger Newspress","summary":"Twitter turned up in morning trading.Tesla CEO Elon Musk has received about $46.5 billion in debt co","content":"<html><head></head><body><p>Twitter turned up in morning trading.<img src=\"https://static.tigerbbs.com/5bc24d1a1d1a8e6667f6b15482025282\" tg-width=\"765\" tg-height=\"571\" width=\"100%\" height=\"auto\"/>Tesla CEO Elon Musk has received about $46.5 billion in debt commitments for financing.</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>Twitter Turned Up in Morning Trading After Musk Received $46.5 billion in Debt Commitments for Financing</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; 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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\">\nTwitter Turned Up in Morning Trading After Musk Received $46.5 billion in Debt Commitments for Financing\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\">2022-04-21 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter turned up in morning trading.<img src=\"https://static.tigerbbs.com/5bc24d1a1d1a8e6667f6b15482025282\" tg-width=\"765\" tg-height=\"571\" width=\"100%\" height=\"auto\"/>Tesla CEO Elon Musk has received about $46.5 billion in debt commitments for financing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165870165","content_text":"Twitter turned up in morning trading.Tesla CEO Elon Musk has received about $46.5 billion in debt commitments for financing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087896042,"gmtCreate":1650983423965,"gmtModify":1676534827341,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087896042","repostId":"1105612207","repostType":2,"repost":{"id":"1105612207","pubTimestamp":1650962891,"share":"https://www.laohu8.com/m/news/1105612207?lang=&edition=full","pubTime":"2022-04-26 16:48","market":"us","language":"en","title":"Tesla: Best EV Stock, But Not At This Price","url":"https://stock-news.laohu8.com/highlight/detail?id=1105612207","media":"seekingalpha","summary":"SummaryWe analyzed the company as the largest in the world with a 21% market share and determined it","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We analyzed the company as the largest in the world with a 21% market share and determined its strong competitiveness based on 106 compiled EV data points.</li><li>As it expands outside into China and Europe, we expect its growth to be supported by its expansion with a forecast automotive revenue growth rate of 47.6% in 2022.</li><li>Moreover, we believe its profitability could continue rising with its focus on China and in-house production to reach a net margin of 43% by 2026.</li><li>Despite its leading position, we believe Tesla stock is perfectly priced and already reflecting in its future growth.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f12b5e22c9ea18c6aaafddb2ada330f9\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p>Tesla Inc (NASDAQ:TSLA) is the largest EV company in the world with a unit sales market share of 21% in 2021. We analyzed the EV market and Tesla&#39;s market positioning in theEV market in terms of its market share. We also looked into its technological capabilities and compared it against competitors in aspects such as the self-driving capability to determine its competitiveness in the EV market.</p><p>Moreover, we looked into its expansion overseas in Europe and Asia and analyzed the market growth outlook in these geographic regions compared to its home market in the US. Based on its expansions, we projected its automotive production and sales growth.</p><p>Lastly, we examined Tesla&#39;s supply chain and sourcing strategy as it increasingly moves to the in-house production of components. We analyzed its margins and estimated it going forward with the impact of its overseas production and internal production.</p><p><b>Leader In the Fast-Growing EV Industry</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f022e2a9bcb4c4b70c9a9c9fdcd00bf2\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Company Data, Khaveen Investments</span></p><p>In 2021, Toyota (TM) held the title as the market leader of the automaker market with the highest share. This is followed by Volkswagen Group (OTCPK:VWAGY), Stellantis (STLA), General Motors (GM) and SAIC which made the top 5. The top 5 consisted of 2 automakers from the European and Asian geographic regions each with General Motors the only US company in the top 5. This is followed by the remaining 5 largest companies which are Honda (HMC), Nissan (OTCPK:NSANY), Ford (F), Hyundai (OTCPK:HYMTF) and Suzuki (OTCPK:SZKMF). Except for Ford (US-based), the rest of the automakers were based in Asia. Tesla did not break into the top 10 largest automakers in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eedeab2f43c53da019e1a86a7daf3f45\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>InsideEVs</span></p><p>Notwithstanding, according to InsideEVs, Tesla was the market leader in the EV market with a share of 21% of EV unit sales. This is followed by SAIC and Volkswagen which are both the largest in their home markets of China and Europe, respectively, followed by BYD (OTCPK:BYDDF) and Hyundai in the top 5 EV automakers worldwide. In the US specifically, Tesla had dominated the US EV market as it retained its title as the market leader over the past 5 years. However, its market share decreased in 2021 with increasing competition from other automakers such as Chevrolet, FIAT, and Volvo (OTCPK:VOLAF), which gained market share. Globally, Tesla is the market leader in 2021 with the highest market share of unit sales.</p><p>To identify Tesla&#39;s market positioning and to compare it against competitors in the EV market, we compared it against competitors based on several factors including the number of EV model variants, range and average base price. According to data from InsideEVs, we compiled a total of 106 EV models from 18 different EV companies and calculated each of their number of EV model variants, average base prices and range. We plotted these data in the bubble chart below with the range and the number of models on both axes and the midpoints of each factor based on the median and the size of each bubble represented by their average base prices where we see the smaller the circle size, the stronger the advantage for the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c46432d3ae2f9d42035308a4425a0bd\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>InsideEVs, Khaveen Investments</span></p><p><i>*Circle size represents average base price</i></p><p>Based on the chart, Tesla is placed in the top right quadrant with a higher number of EV model variants such as the Model 3, S and X, than the midpoint of 4 models. Its average range is also above the midpoint, which is around 260 miles. We believe this highlights Tesla&#39;s strengths with a wide variety and above-average range. Besides Tesla, the companies in the top right quadrant are Lucid (LCID) Air, Kia, Hyundai and Ford. Meanwhile, in the bottom right quadrant, Porsche (OTCPK:POAHY), Audi (OTCPK:AUDVF) and Nissan are placed there with a high number of models but poor range. On the left side of the chart, most companies are in the top half (5 out of 9) and represented mostly by European-based automakers (6 out of 10) including Mercedes (OTCPK:DDAIF), BMW (OTCPK:BMWYY), Polestar, Jaguar, Volvo and Volkswagen.</p><p>Moreover, in terms of pricing, the company with the highest average price in the chart is Lucid Air, which is lifted by its expensive Air DreamEditionbut with one of the highest battery capacities and range. Tesla&#39;s average price is lower than Lucid Air, Mercedes and Porsche, but has a wider variety with a higher number of EV models at 16 which is the second-highest behind Ford. On the other hand, Chevrolet and Mazda both have the lowest average price with a low average battery capacity of 65kWh and 35kWh which are the lowest and below the average of 88 kWh.</p><p>All in all, based on our chart, we believe Tesla is placed as the best in the EV market due to its high number of models, which is only behind Ford. However, Tesla edges out over Ford with a higher average range, thus we place Ford as the second best. Although Lucid Air has a better range than Tesla, we believe its high price is a disadvantage to Tesla and we ranked it as the third-best company. In contrast, we believe Mazda is placed in the worst position with a low number of models and poor range with tough competition at its price point from other competitors.</p><p>While we find that Tesla&#39;s pricing is generally higher than competitors, we also note its technological innovation. The company&#39;s EVs are equipped with its Autopilot technology to provide driverless assist capabilities using vision-based sensors. According to its annual report, it is also developing its full self-driving (&#39;FSD&#39;) capabilities running on neural networks in its vehicles and is currently in beta testing. According to its latest earnings briefing, the company highlighted its FSD program having over 100,000 people and it expects to expand this year.</p><p>However, several of its competitors also provide similar capabilities such as adaptive cruise control and lane-centering steering including Audi, BMW, Ford, Hyundai, Mercedes, Nissan, Polestar, Porsche and Volkswagen. Besides that, Tesla also provides over-the-air updates to improve the vehicle functions of existing Tesla EVs. According to Munster, while other automakers also provide OTA updates, they are focused on infotainment features whereas Tesla extends these software updates for its EVs to improve range, power, braking, safety, and driver-assistance features.</p><p><b>Expansion into Europe and Other Countries</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63321f487202232316b5fc1f4622231e\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Tesla, Khaveen Investments</span></p><p>Tesla&#39;s largest geographic region based on its annual report is the US, which accounts for nearly half of its revenues, while China is its second-largest region with the remaining categorized as its Others segment. The company&#39;s geographic revenue indicates its limited presence beyond these regions as most of the company&#39;s manufacturing bases are located in the US and China as seen in the table below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f2cd223d67e194e78ea166b59a6e8ab\" tg-width=\"640\" tg-height=\"366\" width=\"100%\" height=\"auto\"/><span>Tesla</span></p><p>According to Tesla, the majority of its production sites are located in the US with a Gigafactory in Texas announced to be opened by April 2022 with an expected capacity of 500,000 for its Model Y. However, the company had been expanding its production facilities overseas with a Gigafactory in Germany which recentlyopenedwith a capacity of up to 500,000 vehicles. This is its second facility outside of the US besides its Gigafactory in Shanghai which opened in 2019.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bba7fb5c5f89d9b675d56cdf290e293\" tg-width=\"911\" tg-height=\"492\" width=\"100%\" height=\"auto\"/><span>Source: EV Volumes, Meticulous Research</span></p><p>From the table, the largest geographic regions for the EV market are China and Europe which combined accounted for 85% of total global unit sales in 2021. Meanwhile, North America where Tesla is based and derives 45% of revenue only represented 11% of the total market. Furthermore, both Europe and China have higher market forecast unit volume CAGR than North America and higher than the global average.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d10110c3aabbf8d7bf4bd6a09d8c71cc\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>InsideEVs</span></p><p>Based on InsideEVs, Tesla was the third largest EV company in China with a unit sales share of 10% in 2021 behind BYD and the SAIC-GM-Wuling joint venture which sells vehicles under the Wuling and Baojun brands. Besides Tesla and Volkswagen, the largest companies are from China which highlights their home-field advantage. For Volkswagen, its popularity is supported by consumer preference for the European automaker&#39;s vehicles and SUVs according to AutoCar. Also, it is the largest EV automaker in Europe and the second-largest automaker in the world behind Toyota.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f8a9a98c8f9eadce2400f8538bce7c6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>InsideEVs</span></p><p>Furthermore, the largest EV companies by unit sales in Europe were Volkswagen, Stellantis, Daimler, BMW and the Renault-Nissan-Mitsubishi alliance. Tesla had a smaller share than all of these competitors. Besides the Renault alliance, all of the companies were based in Europe which we believe highlights their home-field advantage. We believe the company&#39;s expansion overseas in China and Europe could bode well for the company to increase its presence in these regions through its new manufacturing sites to cater to demand and provide tailwinds as the two largest geographic markets for EV.</p><p>To forecast the company&#39;s automotive sales, we first forecasted its vehicle production growth based on its total capacity of 2,050 across its facilities in the US, Shanghai and Berlin. We assumed the company to reach this level by 2023 as it begins operations this year. Beyond 2023, we tapered down its growth to the market forecast volume CAGR of 21.7%. Our projections are close to management&#39;s guidance of more than 50% YoY growth for vehicle deliveries in 2022. Also, CEO Elon Musk highlighted the company&#39;s optimism about achieving this target in 2022 in its latest earnings briefing (Q1 2022).</p><blockquote>We remain confident of a 50% growth in vehicle production in 2022 versus ‘21. - Elon Musk, CEO</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4bf0b4a36d296803bda9cbbec7410e0\" tg-width=\"899\" tg-height=\"681\" width=\"100%\" height=\"auto\"/><span>Source: Tesla, Khaveen Investments</span></p><p><b>Reduced Reliance on External Suppliers</b></p><p>According to Visual Capitalist, rechargeable Li-ion cells are the largest contributor to costs representing 77% of the total cost for the battery pack. According to Nikkei Asia, Lithium-ion batteries were estimated to account for 30% of EV costs. Back in 2019, CEO Elon Musk expected its Model 3 line&#39;s cost in China to be 50% lower than its US plants. As it expanded in the country which was ranked 5thin lowest manufacturing cost, it also expanded its local procurement such as through local battery supplier CATL (the largest EV battery maker in China with 48% share). In following its annual report, the company cited the decrease in cost per unit due to localized procurement and manufacturing in China.</p><blockquote>The average Model 3 and Model Y costs per unit have decreased significantly due to localized procurement and manufacturing in China despite rising raw material, commodity, logistics and expedite costs - Tesla Annual Report 2021</blockquote><p>Based on its annual report, the company depends on a select few suppliers for its lithium-ion battery cells. These include companies such as Panasonic (OTCPK:PCRFY) (14.5%market share) and Contemporary Amperex Technology (CATL) (31% global market share) which combined account for 45% of the market share. Thus, we believe this implies a risk to the company due to the high bargaining power of suppliers. Though, the company highlighted in its annual report its plan to shift to in-house production for its batteries and reduce its reliance on its suppliers. As the company increases in-house production, we believe this could reduce the risk of the company facing a margin squeeze by its battery suppliers.</p><blockquote>In the long term, we intend to supplement cells from our suppliers with cells manufactured by us, which we believe will be more efficient, manufacturable at greater volumes and more cost-effective than currently available cells. – Tesla Annual Report 2021</blockquote><p>According to Tesla&#39;s CEO, the company was estimated to produce 100-gigawatt hours of its 4680 battery cells in 2022 which could support 1.3 mln vehicles and aimed to halve its costs. Moreover, the company recently also announced that it will be sourcing battery components such as graphite from Mozambique, the world&#39;s second-largest graphite producer (11%share) after China (59%) through an agreement with Syrah Resources (OTCPK:SYAAF) with plans to purchase 80% of its production from 2025. According to Argus, Syrah Resources&#39; graphite project is the world&#39;s largest integrated natural graphite mining and processing operation. Moreover, graphite price had surged by over 50% last year and Consultancy Benchmark Mineral Intelligence (BMI) expects the supply shortage for graphite to continue in 2022 with a 20,000-tonne graphite deficit. Thus, we view this move favourably for the company to secure long-term supply amid the industry shortage and potentially mitigate rising cost pressures.</p><p>Overall, we expect Tesla&#39;s shift towards in-house production to benefit the company and increase its bargaining power over suppliers. We projected its gross margins based on its COGS per vehicle as its COGS per vehicle had declined by -5.8% on a 5-year historical average and we expect the company to continue reducing its cost per vehicle as it increases its production in scale. We believe this is appropriate given the company&#39;s multiple drivers, which we highlighted were its expansion in China and in-house production of batteries. Based on its earnings briefing, management stated that their automotive gross margin has reached above 30% for the first time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae9c78f06d0689e9730a6f8c50d013a4\" tg-width=\"1181\" tg-height=\"327\" width=\"100%\" height=\"auto\"/><span>Source: Tesla, Khaveen Investments</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69f8abca3d76a1754ec83f1b47cb4070\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Tesla, Khaveen Investments</span></p><p><b>Risk: Product Reliability</b></p><p>The company&#39;s annual report highlighted product risks relating to its Autopilot and FSD features as well as batteries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0ff016b400ad258e513aa12290c46ec\" tg-width=\"640\" tg-height=\"158\" width=\"100%\" height=\"auto\"/><span>Tesla</span></p><p>Furthermore, the company also stated that product recalls could account for significant costs for the company.</p><blockquote>Such recalls, whether voluntary or involuntary or caused by systems or components engineered or manufactured by us or our suppliers, could result in significant expense, supply chain complications and service burdens, and may harm our brand, business, prospects, financial condition and operating results. – Tesla Annual Report 2021</blockquote><p>The company incurs warranty expenses and provisioning. In 2021, its accrued warranty balance was $2.1 bln, which represented 3.9% of its total revenue and a decrease from 4.7% in the prior year. We believe that future product recalls could increase its expenses and affect company profitability.</p><p>Tesla had recently announced a product recall for 579,000 vehicles, which we calculated to be around 26% of total Tesla deliveries since 2016 of 2.2 mln vehicles, in the US due to a violation of federal safety standards over its Boombox sound functions. According to the National Highway Traffic Safety Administration, the company shall disable the Boombox function when the vehicle is in drive, reverse or neutral over an over-the-air software update. Thus, we believe this could arise additional expenses for the company. Based on the company&#39;s warranty expense of $0.579 mln in 2021 and its total vehicle deliveries of 2.2 mln since 2016, we estimate the average warranty expense per vehicle to be $137. Assuming this as the expense incurred with the product recall for 579,000 vehicles, we derived an estimated cost impact of $53.8 mln, which is only 0.3% of revenue.</p><p><b>Valuation</b></p><p>To value the company, we used a comparable valuation based on the P/S of its automotive competitors. First, we compiled our revenue projections for the company in the table below with the automotive sales forecast summarized as discussed in the previous points above. We forecasted its Services and other as well as the Energy generation and storage segment based on its 4-year historical average growth tapered down by 5% per year as a conservative estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a46f1c3d1edab61af758a6a2ae1902\" tg-width=\"898\" tg-height=\"644\" width=\"100%\" height=\"auto\"/><span>Source: Tesla, Khaveen Investments</span></p><p>We derived our average ratios based on a tiered average with each bracket represented by their past 3-year revenue CAGR. However, a significant number of competitors had negative revenue growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0954b8834487ca3129907df195ac5b9\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha, Khaveen Investments</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e352afe0c0e29ca19df3c7ce14111695\" tg-width=\"917\" tg-height=\"237\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha, Khaveen Investments</span></p><p>Based on our model, we obtained a 12-month price target of $1,081, which is a Hold rating for us.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5817cd57ab6f4614dcdf997a37b08cf3\" tg-width=\"912\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>Source: Khaveen Investments</span></p><p>Furthermore, the price action of Tesla&#39;s stock seems to support our valuation calculation. Each time the share price reaches around 10% within our price target, the stock price consolidates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fbfd43419151b961547d23df107da07\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Verdict</b></p><p>To conclude, as the market leader in the EV market with a 21% sales share, we analyzed its market positioning by examining 106 EV models and determined that it had relatively higher pricing in terms of average prices but also a higher number of EV model variants and better battery efficiency as measured by EV range, which places it in the top right quadrant of our EV comparison chart. Besides that, we also highlighted its advantage in terms of its software and self-driving capabilities and features which we believe could provide it with an edge over competitors. As Tesla expands overseas in Europe and China which combined account for over 85% of the EV market, we expect the company&#39;s expansion to support its growth with a projected sales growth of 47.6% in 2022. Additionally, we believe the company&#39;s expansion in China which its CEO previously stated to be 50% lower than the US and shift towards in-house could boost its margins going forward and we projected its gross and net margins to reach 43% and 23.5% respectively, assuming its COGS per vehicle continues to decrease by -5.8% through 2026. However, given the lofty stock price, we rate the company as a<i>Hold</i>with a target price of<i>$1,081.</i></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Best EV Stock, But Not At This Price</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\">\nTesla: Best EV Stock, But Not At This Price\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 16:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4503486-tesla-best-ev-stock-not-at-this-price><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe analyzed the company as the largest in the world with a 21% market share and determined its strong competitiveness based on 106 compiled EV data points.As it expands outside into China and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503486-tesla-best-ev-stock-not-at-this-price\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4503486-tesla-best-ev-stock-not-at-this-price","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105612207","content_text":"SummaryWe analyzed the company as the largest in the world with a 21% market share and determined its strong competitiveness based on 106 compiled EV data points.As it expands outside into China and Europe, we expect its growth to be supported by its expansion with a forecast automotive revenue growth rate of 47.6% in 2022.Moreover, we believe its profitability could continue rising with its focus on China and in-house production to reach a net margin of 43% by 2026.Despite its leading position, we believe Tesla stock is perfectly priced and already reflecting in its future growth.Justin Sullivan/Getty Images NewsTesla Inc (NASDAQ:TSLA) is the largest EV company in the world with a unit sales market share of 21% in 2021. We analyzed the EV market and Tesla's market positioning in theEV market in terms of its market share. We also looked into its technological capabilities and compared it against competitors in aspects such as the self-driving capability to determine its competitiveness in the EV market.Moreover, we looked into its expansion overseas in Europe and Asia and analyzed the market growth outlook in these geographic regions compared to its home market in the US. Based on its expansions, we projected its automotive production and sales growth.Lastly, we examined Tesla's supply chain and sourcing strategy as it increasingly moves to the in-house production of components. We analyzed its margins and estimated it going forward with the impact of its overseas production and internal production.Leader In the Fast-Growing EV IndustryCompany Data, Khaveen InvestmentsIn 2021, Toyota (TM) held the title as the market leader of the automaker market with the highest share. This is followed by Volkswagen Group (OTCPK:VWAGY), Stellantis (STLA), General Motors (GM) and SAIC which made the top 5. The top 5 consisted of 2 automakers from the European and Asian geographic regions each with General Motors the only US company in the top 5. This is followed by the remaining 5 largest companies which are Honda (HMC), Nissan (OTCPK:NSANY), Ford (F), Hyundai (OTCPK:HYMTF) and Suzuki (OTCPK:SZKMF). Except for Ford (US-based), the rest of the automakers were based in Asia. Tesla did not break into the top 10 largest automakers in 2021.InsideEVsNotwithstanding, according to InsideEVs, Tesla was the market leader in the EV market with a share of 21% of EV unit sales. This is followed by SAIC and Volkswagen which are both the largest in their home markets of China and Europe, respectively, followed by BYD (OTCPK:BYDDF) and Hyundai in the top 5 EV automakers worldwide. In the US specifically, Tesla had dominated the US EV market as it retained its title as the market leader over the past 5 years. However, its market share decreased in 2021 with increasing competition from other automakers such as Chevrolet, FIAT, and Volvo (OTCPK:VOLAF), which gained market share. Globally, Tesla is the market leader in 2021 with the highest market share of unit sales.To identify Tesla's market positioning and to compare it against competitors in the EV market, we compared it against competitors based on several factors including the number of EV model variants, range and average base price. According to data from InsideEVs, we compiled a total of 106 EV models from 18 different EV companies and calculated each of their number of EV model variants, average base prices and range. We plotted these data in the bubble chart below with the range and the number of models on both axes and the midpoints of each factor based on the median and the size of each bubble represented by their average base prices where we see the smaller the circle size, the stronger the advantage for the company.InsideEVs, Khaveen Investments*Circle size represents average base priceBased on the chart, Tesla is placed in the top right quadrant with a higher number of EV model variants such as the Model 3, S and X, than the midpoint of 4 models. Its average range is also above the midpoint, which is around 260 miles. We believe this highlights Tesla's strengths with a wide variety and above-average range. Besides Tesla, the companies in the top right quadrant are Lucid (LCID) Air, Kia, Hyundai and Ford. Meanwhile, in the bottom right quadrant, Porsche (OTCPK:POAHY), Audi (OTCPK:AUDVF) and Nissan are placed there with a high number of models but poor range. On the left side of the chart, most companies are in the top half (5 out of 9) and represented mostly by European-based automakers (6 out of 10) including Mercedes (OTCPK:DDAIF), BMW (OTCPK:BMWYY), Polestar, Jaguar, Volvo and Volkswagen.Moreover, in terms of pricing, the company with the highest average price in the chart is Lucid Air, which is lifted by its expensive Air DreamEditionbut with one of the highest battery capacities and range. Tesla's average price is lower than Lucid Air, Mercedes and Porsche, but has a wider variety with a higher number of EV models at 16 which is the second-highest behind Ford. On the other hand, Chevrolet and Mazda both have the lowest average price with a low average battery capacity of 65kWh and 35kWh which are the lowest and below the average of 88 kWh.All in all, based on our chart, we believe Tesla is placed as the best in the EV market due to its high number of models, which is only behind Ford. However, Tesla edges out over Ford with a higher average range, thus we place Ford as the second best. Although Lucid Air has a better range than Tesla, we believe its high price is a disadvantage to Tesla and we ranked it as the third-best company. In contrast, we believe Mazda is placed in the worst position with a low number of models and poor range with tough competition at its price point from other competitors.While we find that Tesla's pricing is generally higher than competitors, we also note its technological innovation. The company's EVs are equipped with its Autopilot technology to provide driverless assist capabilities using vision-based sensors. According to its annual report, it is also developing its full self-driving ('FSD') capabilities running on neural networks in its vehicles and is currently in beta testing. According to its latest earnings briefing, the company highlighted its FSD program having over 100,000 people and it expects to expand this year.However, several of its competitors also provide similar capabilities such as adaptive cruise control and lane-centering steering including Audi, BMW, Ford, Hyundai, Mercedes, Nissan, Polestar, Porsche and Volkswagen. Besides that, Tesla also provides over-the-air updates to improve the vehicle functions of existing Tesla EVs. According to Munster, while other automakers also provide OTA updates, they are focused on infotainment features whereas Tesla extends these software updates for its EVs to improve range, power, braking, safety, and driver-assistance features.Expansion into Europe and Other CountriesTesla, Khaveen InvestmentsTesla's largest geographic region based on its annual report is the US, which accounts for nearly half of its revenues, while China is its second-largest region with the remaining categorized as its Others segment. The company's geographic revenue indicates its limited presence beyond these regions as most of the company's manufacturing bases are located in the US and China as seen in the table below.TeslaAccording to Tesla, the majority of its production sites are located in the US with a Gigafactory in Texas announced to be opened by April 2022 with an expected capacity of 500,000 for its Model Y. However, the company had been expanding its production facilities overseas with a Gigafactory in Germany which recentlyopenedwith a capacity of up to 500,000 vehicles. This is its second facility outside of the US besides its Gigafactory in Shanghai which opened in 2019.Source: EV Volumes, Meticulous ResearchFrom the table, the largest geographic regions for the EV market are China and Europe which combined accounted for 85% of total global unit sales in 2021. Meanwhile, North America where Tesla is based and derives 45% of revenue only represented 11% of the total market. Furthermore, both Europe and China have higher market forecast unit volume CAGR than North America and higher than the global average.InsideEVsBased on InsideEVs, Tesla was the third largest EV company in China with a unit sales share of 10% in 2021 behind BYD and the SAIC-GM-Wuling joint venture which sells vehicles under the Wuling and Baojun brands. Besides Tesla and Volkswagen, the largest companies are from China which highlights their home-field advantage. For Volkswagen, its popularity is supported by consumer preference for the European automaker's vehicles and SUVs according to AutoCar. Also, it is the largest EV automaker in Europe and the second-largest automaker in the world behind Toyota.InsideEVsFurthermore, the largest EV companies by unit sales in Europe were Volkswagen, Stellantis, Daimler, BMW and the Renault-Nissan-Mitsubishi alliance. Tesla had a smaller share than all of these competitors. Besides the Renault alliance, all of the companies were based in Europe which we believe highlights their home-field advantage. We believe the company's expansion overseas in China and Europe could bode well for the company to increase its presence in these regions through its new manufacturing sites to cater to demand and provide tailwinds as the two largest geographic markets for EV.To forecast the company's automotive sales, we first forecasted its vehicle production growth based on its total capacity of 2,050 across its facilities in the US, Shanghai and Berlin. We assumed the company to reach this level by 2023 as it begins operations this year. Beyond 2023, we tapered down its growth to the market forecast volume CAGR of 21.7%. Our projections are close to management's guidance of more than 50% YoY growth for vehicle deliveries in 2022. Also, CEO Elon Musk highlighted the company's optimism about achieving this target in 2022 in its latest earnings briefing (Q1 2022).We remain confident of a 50% growth in vehicle production in 2022 versus ‘21. - Elon Musk, CEOSource: Tesla, Khaveen InvestmentsReduced Reliance on External SuppliersAccording to Visual Capitalist, rechargeable Li-ion cells are the largest contributor to costs representing 77% of the total cost for the battery pack. According to Nikkei Asia, Lithium-ion batteries were estimated to account for 30% of EV costs. Back in 2019, CEO Elon Musk expected its Model 3 line's cost in China to be 50% lower than its US plants. As it expanded in the country which was ranked 5thin lowest manufacturing cost, it also expanded its local procurement such as through local battery supplier CATL (the largest EV battery maker in China with 48% share). In following its annual report, the company cited the decrease in cost per unit due to localized procurement and manufacturing in China.The average Model 3 and Model Y costs per unit have decreased significantly due to localized procurement and manufacturing in China despite rising raw material, commodity, logistics and expedite costs - Tesla Annual Report 2021Based on its annual report, the company depends on a select few suppliers for its lithium-ion battery cells. These include companies such as Panasonic (OTCPK:PCRFY) (14.5%market share) and Contemporary Amperex Technology (CATL) (31% global market share) which combined account for 45% of the market share. Thus, we believe this implies a risk to the company due to the high bargaining power of suppliers. Though, the company highlighted in its annual report its plan to shift to in-house production for its batteries and reduce its reliance on its suppliers. As the company increases in-house production, we believe this could reduce the risk of the company facing a margin squeeze by its battery suppliers.In the long term, we intend to supplement cells from our suppliers with cells manufactured by us, which we believe will be more efficient, manufacturable at greater volumes and more cost-effective than currently available cells. – Tesla Annual Report 2021According to Tesla's CEO, the company was estimated to produce 100-gigawatt hours of its 4680 battery cells in 2022 which could support 1.3 mln vehicles and aimed to halve its costs. Moreover, the company recently also announced that it will be sourcing battery components such as graphite from Mozambique, the world's second-largest graphite producer (11%share) after China (59%) through an agreement with Syrah Resources (OTCPK:SYAAF) with plans to purchase 80% of its production from 2025. According to Argus, Syrah Resources' graphite project is the world's largest integrated natural graphite mining and processing operation. Moreover, graphite price had surged by over 50% last year and Consultancy Benchmark Mineral Intelligence (BMI) expects the supply shortage for graphite to continue in 2022 with a 20,000-tonne graphite deficit. Thus, we view this move favourably for the company to secure long-term supply amid the industry shortage and potentially mitigate rising cost pressures.Overall, we expect Tesla's shift towards in-house production to benefit the company and increase its bargaining power over suppliers. We projected its gross margins based on its COGS per vehicle as its COGS per vehicle had declined by -5.8% on a 5-year historical average and we expect the company to continue reducing its cost per vehicle as it increases its production in scale. We believe this is appropriate given the company's multiple drivers, which we highlighted were its expansion in China and in-house production of batteries. Based on its earnings briefing, management stated that their automotive gross margin has reached above 30% for the first time.Source: Tesla, Khaveen InvestmentsTesla, Khaveen InvestmentsRisk: Product ReliabilityThe company's annual report highlighted product risks relating to its Autopilot and FSD features as well as batteries.TeslaFurthermore, the company also stated that product recalls could account for significant costs for the company.Such recalls, whether voluntary or involuntary or caused by systems or components engineered or manufactured by us or our suppliers, could result in significant expense, supply chain complications and service burdens, and may harm our brand, business, prospects, financial condition and operating results. – Tesla Annual Report 2021The company incurs warranty expenses and provisioning. In 2021, its accrued warranty balance was $2.1 bln, which represented 3.9% of its total revenue and a decrease from 4.7% in the prior year. We believe that future product recalls could increase its expenses and affect company profitability.Tesla had recently announced a product recall for 579,000 vehicles, which we calculated to be around 26% of total Tesla deliveries since 2016 of 2.2 mln vehicles, in the US due to a violation of federal safety standards over its Boombox sound functions. According to the National Highway Traffic Safety Administration, the company shall disable the Boombox function when the vehicle is in drive, reverse or neutral over an over-the-air software update. Thus, we believe this could arise additional expenses for the company. Based on the company's warranty expense of $0.579 mln in 2021 and its total vehicle deliveries of 2.2 mln since 2016, we estimate the average warranty expense per vehicle to be $137. Assuming this as the expense incurred with the product recall for 579,000 vehicles, we derived an estimated cost impact of $53.8 mln, which is only 0.3% of revenue.ValuationTo value the company, we used a comparable valuation based on the P/S of its automotive competitors. First, we compiled our revenue projections for the company in the table below with the automotive sales forecast summarized as discussed in the previous points above. We forecasted its Services and other as well as the Energy generation and storage segment based on its 4-year historical average growth tapered down by 5% per year as a conservative estimate.Source: Tesla, Khaveen InvestmentsWe derived our average ratios based on a tiered average with each bracket represented by their past 3-year revenue CAGR. However, a significant number of competitors had negative revenue growth.Seeking Alpha, Khaveen InvestmentsSource: Seeking Alpha, Khaveen InvestmentsBased on our model, we obtained a 12-month price target of $1,081, which is a Hold rating for us.Source: Khaveen InvestmentsFurthermore, the price action of Tesla's stock seems to support our valuation calculation. Each time the share price reaches around 10% within our price target, the stock price consolidates.Data by YChartsVerdictTo conclude, as the market leader in the EV market with a 21% sales share, we analyzed its market positioning by examining 106 EV models and determined that it had relatively higher pricing in terms of average prices but also a higher number of EV model variants and better battery efficiency as measured by EV range, which places it in the top right quadrant of our EV comparison chart. Besides that, we also highlighted its advantage in terms of its software and self-driving capabilities and features which we believe could provide it with an edge over competitors. As Tesla expands overseas in Europe and China which combined account for over 85% of the EV market, we expect the company's expansion to support its growth with a projected sales growth of 47.6% in 2022. Additionally, we believe the company's expansion in China which its CEO previously stated to be 50% lower than the US and shift towards in-house could boost its margins going forward and we projected its gross and net margins to reach 43% and 23.5% respectively, assuming its COGS per vehicle continues to decrease by -5.8% through 2026. However, given the lofty stock price, we rate the company as aHoldwith a target price of$1,081.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080839009,"gmtCreate":1649863382012,"gmtModify":1676534593284,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080839009","repostId":"2227618615","repostType":2,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019112968,"gmtCreate":1648557869195,"gmtModify":1676534353526,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019112968","repostId":"1118625922","repostType":2,"repost":{"id":"1118625922","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":1648545971,"share":"https://www.laohu8.com/m/news/1118625922?lang=&edition=full","pubTime":"2022-03-29 17:26","market":"us","language":"en","title":"Sea Shares Rallied 3% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1118625922","media":"Tiger Newspress","summary":"Sea shares rallied 3% in premarket trading as it's decision to close India operations seen as a \"cle","content":"<html><head></head><body><p>Sea shares rallied 3% in premarket trading as it&#39;s decision to close India operations seen as a &#34;clear positive&#34;.</p><p><img src=\"https://static.tigerbbs.com/0834d72d7f05a064ef983f3948f72873\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Singapore-based global consumer internet company Sea said its e-commerce arm Shopee will shut down its operations in India amid the company&#39;s poor growth outlook.</p><p>This is the second pullback for Shopee this month, just several weeks after it exited the market in France and after India banned Sea&#39;s Free Fire app. The ban wiped off $16 billion of Sea&#39;s market value in a single day, prompting some investors to offload the company&#39;s shares.</p><p>Shopee said the pullback comes as a result of global market uncertainties and that the company will do its best to make the process as smooth as possible.</p><p>A few weeks ago, Sea said it expects Shopee&#39;s revenue growth to decline to roughly 76% in 2022, after seeing an outstanding 157% growth last year, due to weaker engagements and online purchases.</p><p>Morgan Stanley analyst Mark Goodridge sees the decision as a clear positive for SE as we have struggled to make the underlying unit economics work in the India market.</p><p>&#34;We view this as a positive announcement for two key reasons:</p><ul><li>Management has continued to demonstrate a flexible capital allocation process, where now the risk return on entering India is no longer attractive;</li></ul><ul><li>It should help to control expanding e-commerce losses ... we have always struggled to make the unit economics for Shopee India work “ this is due to the very competitive landscape, Shopee&#39;s very low Average Order Value, and relatively high logistics costs.</li></ul><p>In our note Sea Ltd: Shopee Poland + Shopee India = More Upside, we highlighted that for Shopee to win ~5% GMV market it would cost up to ~US$900m in annual EBITDA losses. Hence, SE&#39;s no longer pursuing this strategy is a clear positive, in our view,&#34; Goodridge said in a client note.</p><p>The analyst finds the current companys market valuation as attractive.</p><p><b>UBS analyst Navin Killa also reflected positively on SEs decision, saying it may signal an improving discipline in cash burn.</b></p><p>&#34;We believe the exit should be viewed positively by the market:</p><ul><li>This supports management&#39;s commentary during FY21 earnings call that the company would take a more calibrated approach towards investments especially on international opportunities ex-ASEAN and Taiwan (with Brazil as the key focus);</li><li>It removes the potential of high cash burn from competing with an ultra-competitive Indian e-commerce market with global and local giants such as Amazon (NASDAQ:AMZN), Flipkart and JioMart,&#34; Killa wrote in a memo.</li></ul></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>Sea Shares Rallied 3% 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\">\nSea Shares Rallied 3% 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\">2022-03-29 17:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea shares rallied 3% in premarket trading as it&#39;s decision to close India operations seen as a &#34;clear positive&#34;.</p><p><img src=\"https://static.tigerbbs.com/0834d72d7f05a064ef983f3948f72873\" tg-width=\"841\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Singapore-based global consumer internet company Sea said its e-commerce arm Shopee will shut down its operations in India amid the company&#39;s poor growth outlook.</p><p>This is the second pullback for Shopee this month, just several weeks after it exited the market in France and after India banned Sea&#39;s Free Fire app. The ban wiped off $16 billion of Sea&#39;s market value in a single day, prompting some investors to offload the company&#39;s shares.</p><p>Shopee said the pullback comes as a result of global market uncertainties and that the company will do its best to make the process as smooth as possible.</p><p>A few weeks ago, Sea said it expects Shopee&#39;s revenue growth to decline to roughly 76% in 2022, after seeing an outstanding 157% growth last year, due to weaker engagements and online purchases.</p><p>Morgan Stanley analyst Mark Goodridge sees the decision as a clear positive for SE as we have struggled to make the underlying unit economics work in the India market.</p><p>&#34;We view this as a positive announcement for two key reasons:</p><ul><li>Management has continued to demonstrate a flexible capital allocation process, where now the risk return on entering India is no longer attractive;</li></ul><ul><li>It should help to control expanding e-commerce losses ... we have always struggled to make the unit economics for Shopee India work “ this is due to the very competitive landscape, Shopee&#39;s very low Average Order Value, and relatively high logistics costs.</li></ul><p>In our note Sea Ltd: Shopee Poland + Shopee India = More Upside, we highlighted that for Shopee to win ~5% GMV market it would cost up to ~US$900m in annual EBITDA losses. Hence, SE&#39;s no longer pursuing this strategy is a clear positive, in our view,&#34; Goodridge said in a client note.</p><p>The analyst finds the current companys market valuation as attractive.</p><p><b>UBS analyst Navin Killa also reflected positively on SEs decision, saying it may signal an improving discipline in cash burn.</b></p><p>&#34;We believe the exit should be viewed positively by the market:</p><ul><li>This supports management&#39;s commentary during FY21 earnings call that the company would take a more calibrated approach towards investments especially on international opportunities ex-ASEAN and Taiwan (with Brazil as the key focus);</li><li>It removes the potential of high cash burn from competing with an ultra-competitive Indian e-commerce market with global and local giants such as Amazon (NASDAQ:AMZN), Flipkart and JioMart,&#34; Killa wrote in a memo.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118625922","content_text":"Sea shares rallied 3% in premarket trading as it's decision to close India operations seen as a \"clear positive\".Singapore-based global consumer internet company Sea said its e-commerce arm Shopee will shut down its operations in India amid the company's poor growth outlook.This is the second pullback for Shopee this month, just several weeks after it exited the market in France and after India banned Sea's Free Fire app. The ban wiped off $16 billion of Sea's market value in a single day, prompting some investors to offload the company's shares.Shopee said the pullback comes as a result of global market uncertainties and that the company will do its best to make the process as smooth as possible.A few weeks ago, Sea said it expects Shopee's revenue growth to decline to roughly 76% in 2022, after seeing an outstanding 157% growth last year, due to weaker engagements and online purchases.Morgan Stanley analyst Mark Goodridge sees the decision as a clear positive for SE as we have struggled to make the underlying unit economics work in the India market.\"We view this as a positive announcement for two key reasons:Management has continued to demonstrate a flexible capital allocation process, where now the risk return on entering India is no longer attractive;It should help to control expanding e-commerce losses ... we have always struggled to make the unit economics for Shopee India work “ this is due to the very competitive landscape, Shopee's very low Average Order Value, and relatively high logistics costs.In our note Sea Ltd: Shopee Poland + Shopee India = More Upside, we highlighted that for Shopee to win ~5% GMV market it would cost up to ~US$900m in annual EBITDA losses. Hence, SE's no longer pursuing this strategy is a clear positive, in our view,\" Goodridge said in a client note.The analyst finds the current companys market valuation as attractive.UBS analyst Navin Killa also reflected positively on SEs decision, saying it may signal an improving discipline in cash burn.\"We believe the exit should be viewed positively by the market:This supports management's commentary during FY21 earnings call that the company would take a more calibrated approach towards investments especially on international opportunities ex-ASEAN and Taiwan (with Brazil as the key focus);It removes the potential of high cash burn from competing with an ultra-competitive Indian e-commerce market with global and local giants such as Amazon (NASDAQ:AMZN), Flipkart and JioMart,\" Killa wrote in a memo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068656897,"gmtCreate":1651764816519,"gmtModify":1676534965372,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068656897","repostId":"1140473336","repostType":2,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066975250,"gmtCreate":1651845883070,"gmtModify":1676534982550,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066975250","repostId":"1165605318","repostType":2,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069372041,"gmtCreate":1651242885290,"gmtModify":1676534876888,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069372041","repostId":"1199070862","repostType":2,"repost":{"id":"1199070862","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":1651241437,"share":"https://www.laohu8.com/m/news/1199070862?lang=&edition=full","pubTime":"2022-04-29 22:10","market":"us","language":"en","title":"Sea and Grab Stocks Jumped More Than 7% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199070862","media":"Tiger Newspress","summary":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among o","content":"<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</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>Sea and Grab Stocks Jumped More Than 7% 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\">\nSea and Grab Stocks Jumped More Than 7% 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\">2022-04-29 22:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks jumped more than 7% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/627c4580c9465c7297525b33d5887d70\" tg-width=\"406\" tg-height=\"109\" referrerpolicy=\"no-referrer\"/></p><p>TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.</p><p>According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.</p><p>GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.</p><p>The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.</p><p>There were a total of 29 consortia that applied for the digital bank licences in June 2020.</p><p>In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.</p><p>The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.</p><p>With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.</p><p>“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.</p><p>“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199070862","content_text":"Sea and Grab stocks jumped more than 7% in morning trading.TWO Singapore-based consortia are among one of the 5 winners that bagged Malaysia’s digital bank licences.According to Bank Negara Malaysia on Apr 29, a consortium led by GXS Bank and Kuok Brothers, and another consortium led by Sea Limited and YTL Digital Capital, were among the 5 winners.GXS Bank is a Grab-Singtel consortium, while the New York Stock Exchange-listed Sea Limited is the parent company of e-commerce platform Shopee. Both companies secured Singapore digital bank licences in 2020.The other 3 winners include an e-wallet company Boost Holdings and RHB Bank consortium, a consortium of Aeon Financial Service, Aeon Credit Service and US-listed fintech firm MoneyLion, as well as a consortium led by KAF Investment Bank. Boost is a unit of Malaysia’s telecommunications group Axiata, while MoneyLion is co-founded by Malaysian Foong Chee Mun.There were a total of 29 consortia that applied for the digital bank licences in June 2020.In a media statement, Bank Negara Malaysia said the assessment criteria cover the character and integrity of applicants, nature and sufficiency of financial resources, soundness and feasibility of business and technology plans, as well as the ability to address financial inclusion gaps.The successful applicants will undergo a period of operational readiness that will be validated by Bank Negara Malaysia through an audit before they can commence operations. This process may take between 12 and 24 months.With the award of digital bank licences, the central bank’s governor Nor Shamsiah expects the digital bank operators to further advance the country’s financial inclusion.“By adopting digital technology more widely for everyday transactions, we can significantly increase opportunities for our society to participate in the economy - by overcoming geographical barriers, reducing transaction costs and promoting better financial management,” she said in a media statement.“Digital banks can help individuals and businesses gain better access to more personalised solutions backed by data analytics. As businesses move online, digital banking also provides a safer and a more convenient way to transact,” she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082830124,"gmtCreate":1650548527634,"gmtModify":1676534749019,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082830124","repostId":"2229900971","repostType":2,"repost":{"id":"2229900971","pubTimestamp":1650547628,"share":"https://www.laohu8.com/m/news/2229900971?lang=&edition=full","pubTime":"2022-04-21 21:27","market":"us","language":"en","title":"Hot Stocks: TSLA, T rally on earnings; AA drops; NFLX falls further as Bill Ackman dumps stake","url":"https://stock-news.laohu8.com/highlight/detail?id=2229900971","media":"seekingalpha","summary":"ozgurdonmaz/E+ via Getty Images   Elon Musk took center stage in Thursday's pre-market trading for r","content":"<html><body><p><figure> <picture> <img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/185318210/image_185318210.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/185318210/image_185318210.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/185318210/image_185318210.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/185318210/image_185318210.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/185318210/image_185318210.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/185318210/image_185318210.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/185318210/image_185318210.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/185318210/image_185318210.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/185318210/image_185318210.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture> <figcaption><p>ozgurdonmaz/E+ via Getty Images</p></figcaption> </figure></p> <div> <p>Elon Musk took center stage in Thursday's pre-market trading for reasons other than his push<span> to acquire <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>. His Tesla (</span><span>NASDAQ:TSLA</span><span>) topped expectations with its quarterly results, sparking a rally in its stock.</span></p> <p>AT&amp;T (T) also benefited from the release of its financial figures, rising in the wake of better-than-expected quarterly profit. Alcoa (AA) moved in the other direction on earnings news, losing ground on disappointing revenues.</p> <p>Elsewhere in the market, Netflix (NFLX) continued to fall in pre-market action, extending its post-earnings drop. As the stock continued its free fall, high-profile hedge fund manager Bill Ackman disclosed that he had dropped his holdings in the streaming video service.</p> <p><strong>Gainers</strong></p> <p>Tesla (TSLA) rose in pre-market trading after beating expectations with its latest earnings report. Despite supply chain bottlenecks and COVID-related production limitations in China, Elon Musk's EV maker easily beat expectations on its bottom line, with revenue that rose 81% from last year to reach $18.76B.</p> <p>TSLA also reported an increase in automotive gross margin and said it produced more than 305K vehicles during the quarter. Bolstered by the earnings news, the stock climbed more than 7% in premarket action.</p> <p>Earnings news also prompted buying interest in AT&amp;T (T). The company issued a mixed report, beating expectations on its profit figure despite disappointing revenue.</p> <p>Even with a top-line figure that fell 13% from last year, investors took heart from the firm's postpaid phone subscribers, which rose 691K during the quarter. Shares rose about 1% before the opening bell.</p> <p><strong>Decliners</strong></p> <p>Netflix (NFLX) took another step down in Thursday's pre-market trading, falling about 4%. This added to a 35% plunge that took place during the previous session, as investors fled the stock in the wake of a disastrous earnings report.</p> <p>Famed investor Bill Ackman was among the shareholders who walked away from NFLX after the streaming service said it lost subscribers during the latest quarter. In a letter to investors, the Pershing Square boss revealed that the firm had dumped its sizable NFLX stake, taking a $435M loss. </p> <p>Alcoa (AA) saw weakness in pre-market trading as well. The aluminum producer exceeded projections with its adjusted earnings but its revenue figure fell short. </p> <p>The company also said aluminum production fell 9% in Q1. Based on the earnings news, shares dropped about 5% before the opening bell.</p> <p>To keep up with Wall Street's best- and worst-performing stocks throughout the session, turn to Seeking Alpha's On The Move section.</p> </div></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>Hot Stocks: TSLA, T rally on earnings; AA drops; NFLX falls further as Bill Ackman dumps stake</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 Stocks: TSLA, T rally on earnings; AA drops; NFLX falls further as Bill Ackman dumps stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 21:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3825246-hot-stocks-tsla-t-rally-on-earnings-aa-drops-nflx-falls-further-as-bill-ackman-dumps-stake><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ozgurdonmaz/E+ via Getty Images   Elon Musk took center stage in Thursday's pre-market trading for reasons other than his push to acquire Twitter. His Tesla (NASDAQ:TSLA) topped expectations with its ...</p>\n\n<a href=\"https://seekingalpha.com/news/3825246-hot-stocks-tsla-t-rally-on-earnings-aa-drops-nflx-falls-further-as-bill-ackman-dumps-stake\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NFLX":"奈飞","AA":"美国铝业"},"source_url":"https://seekingalpha.com/news/3825246-hot-stocks-tsla-t-rally-on-earnings-aa-drops-nflx-falls-further-as-bill-ackman-dumps-stake","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229900971","content_text":"ozgurdonmaz/E+ via Getty Images   Elon Musk took center stage in Thursday's pre-market trading for reasons other than his push to acquire Twitter. His Tesla (NASDAQ:TSLA) topped expectations with its quarterly results, sparking a rally in its stock. AT&T (T) also benefited from the release of its financial figures, rising in the wake of better-than-expected quarterly profit. Alcoa (AA) moved in the other direction on earnings news, losing ground on disappointing revenues. Elsewhere in the market, Netflix (NFLX) continued to fall in pre-market action, extending its post-earnings drop. As the stock continued its free fall, high-profile hedge fund manager Bill Ackman disclosed that he had dropped his holdings in the streaming video service. Gainers Tesla (TSLA) rose in pre-market trading after beating expectations with its latest earnings report. Despite supply chain bottlenecks and COVID-related production limitations in China, Elon Musk's EV maker easily beat expectations on its bottom line, with revenue that rose 81% from last year to reach $18.76B. TSLA also reported an increase in automotive gross margin and said it produced more than 305K vehicles during the quarter. Bolstered by the earnings news, the stock climbed more than 7% in premarket action. Earnings news also prompted buying interest in AT&T (T). The company issued a mixed report, beating expectations on its profit figure despite disappointing revenue. Even with a top-line figure that fell 13% from last year, investors took heart from the firm's postpaid phone subscribers, which rose 691K during the quarter. Shares rose about 1% before the opening bell. Decliners Netflix (NFLX) took another step down in Thursday's pre-market trading, falling about 4%. This added to a 35% plunge that took place during the previous session, as investors fled the stock in the wake of a disastrous earnings report. Famed investor Bill Ackman was among the shareholders who walked away from NFLX after the streaming service said it lost subscribers during the latest quarter. In a letter to investors, the Pershing Square boss revealed that the firm had dumped its sizable NFLX stake, taking a $435M loss.  Alcoa (AA) saw weakness in pre-market trading as well. The aluminum producer exceeded projections with its adjusted earnings but its revenue figure fell short.  The company also said aluminum production fell 9% in Q1. Based on the earnings news, shares dropped about 5% before the opening bell. To keep up with Wall Street's best- and worst-performing stocks throughout the session, turn to Seeking Alpha's On The Move section.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019112277,"gmtCreate":1648557907593,"gmtModify":1676534353542,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019112277","repostId":"2223081068","repostType":2,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010297629,"gmtCreate":1648387476158,"gmtModify":1676534333129,"author":{"id":"4105938675549130","authorId":"4105938675549130","name":"Woolooloo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010297629","repostId":"2222884922","repostType":2,"repost":{"id":"2222884922","pubTimestamp":1648213246,"share":"https://www.laohu8.com/m/news/2222884922?lang=&edition=full","pubTime":"2022-03-25 21:00","market":"us","language":"en","title":"These Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet","url":"https://stock-news.laohu8.com/highlight/detail?id=2222884922","media":"Motley Fool","summary":"These companies have the size for stability and the growth to produce significant gains for investors.","content":"<html><head></head><body><p>There&#39;s a common thought in the investing universe that you need to take a ton of risk in order to generate strong returns in the stock market. This often pushes you toward small, speculative companies that haven&#39;t yet proven themselves to the market, but it doesn&#39;t have to be that way.</p><p>Large-cap stocks, or companies worth $10 billion or more by market cap, are still growing leaps and bounds, enough to produce stunning returns for your portfolio, and they&#39;re more established than smaller, riskier names. Here are five of the fastest-growing large-cap companies to consider for your portfolio.</p><h2>1. <a href=\"https://laohu8.com/S/DDOG\">Datadog</a></h2><p>Software company <b>Datadog</b> ( DDOG 3.94% ) operates a platform that monitors customers&#39; cloud activity and analyzes it to provide insights and data. These insights give Datadog&#39;s customers (other companies) valuable information on user experience, security, network status, and more. The company operates as a software-as-a-service (SaaS) platform, thus generating recurring revenue.</p><p>Companies are becoming increasingly digital, moving more parts of their business operations into the cloud, removing the need for on-site servers and storage. Datadog has benefited from this trend, growing revenue 70% to $1.0 billion in 2021. That marked an acceleration from 2020 when revenue increased 66%, a rarity given how many tech stocks saw their growth slow last year as pandemic conditions eased.</p><h2>2. Advanced Micro Devices</h2><p>Many emerging technologies require computing power, and semiconductor company <b>Advanced Micro Devices</b> ( <a href=\"https://laohu8.com/S/AMD\">AMD</a> 5.80% ) is poised to help provide the hardware to power applications like supercomputing, 5G, artificial intelligence, and more. AMD has traditionally competed with rival <b>Intel</b>, but AMD has gained ground in recent years due to technological advancements in bringing new chip architectures to market.</p><p>The company generated $16.4 billion in revenue in 2021, up 68% and an impressive leap considering its already large revenue base. AMD also recently closed its massive $50 billion acquisition of Xilinx, which gives it a strong foothold in adaptive computing products and increases AMD&#39;s total addressable market to an estimated $135 billion.</p><h2>3. Sea Limited</h2><p>E-commerce, gaming, and digital payments are all &#34;hot&#34; growth industries for investors, and internet conglomerate <b>Sea Limited</b> ( SE -2.76% ) does all three. The company primarily serves Southeast Asia but has expanded to new markets like Latin America and parts of Europe. The company&#39;s mobile game Freefire is among the most popular mobile games globally.</p><p>Sea is growing at a blistering pace -- revenue increased 128% last year, extending a multiyear streak of triple-digit top-line gains. That kind of growth won&#39;t last forever, but Sea has a lot of levers to pull to drive future growth. Management is guiding for its fintech business to expand 155% this year, which should help offset an expected slowdown in the gaming business.</p><h2>4. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>Data is becoming an essential resource for businesses to analyze and learn from. However, most companies have outdated storage methods, often keeping data segregated in various formats and locations. <b>Snowflake</b> ( SNOW 2.40% ) operates a cloud-based platform that enables companies to efficiently store and share data.</p><p>Simplifying that process seems to be solving a massive problem for Snowflake&#39;s customers. The company recently closed its fiscal 2022, growing revenue 106% to $1.2 billion. The company has an impressive 178% net revenue retention rate, which means Snowflake&#39;s customers are spending much more with the company with each passing year. With just under 6,000 customers, there&#39;s a huge market for Snowflake to pick up new customers in the years ahead.</p><h2>5. The Trade Desk</h2><p>Ad money is steadily flowing out of outdated media formats, like broadcast television, and into new digital ones, such as connected TV devices for streaming. <b>The Trade Desk</b> ( TTD 2.64% ) operates <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the leading independent ad-technology exchanges, where companies can buy digital ad campaigns, target them toward a specific audience, and see how their campaigns perform.</p><p>It&#39;s not the fastest-growing company on this list -- 2021 revenue was up 43%. But that marked an increase from the previous two fiscal years. There&#39;s a significant tailwind in the advertising industry with an estimated $155 billion spent on programmatic ads in 2021, a figure which should keep growing, and The Trade Desk can lean into that opportunity for years to come.</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>These Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet</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\">\nThese Are 5 of the Fastest-Growing Large-Cap Stocks on the Planet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/25/these-are-5-of-the-fastest-growing-large-cap-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's a common thought in the investing universe that you need to take a ton of risk in order to generate strong returns in the stock market. This often pushes you toward small, speculative ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/25/these-are-5-of-the-fastest-growing-large-cap-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","DDOG":"Datadog","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","SNOW":"Snowflake","BK4573":"虚拟现实","TTD":"Trade Desk Inc.","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","INTC":"英特尔","BK4559":"巴菲特持仓","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","SE":"Sea Ltd","GFS":"GLOBALFOUNDRIES Inc.","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","AMD":"美国超微公司","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4579":"人工智能"},"source_url":"https://www.fool.com/investing/2022/03/25/these-are-5-of-the-fastest-growing-large-cap-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222884922","content_text":"There's a common thought in the investing universe that you need to take a ton of risk in order to generate strong returns in the stock market. This often pushes you toward small, speculative companies that haven't yet proven themselves to the market, but it doesn't have to be that way.Large-cap stocks, or companies worth $10 billion or more by market cap, are still growing leaps and bounds, enough to produce stunning returns for your portfolio, and they're more established than smaller, riskier names. Here are five of the fastest-growing large-cap companies to consider for your portfolio.1. DatadogSoftware company Datadog ( DDOG 3.94% ) operates a platform that monitors customers' cloud activity and analyzes it to provide insights and data. These insights give Datadog's customers (other companies) valuable information on user experience, security, network status, and more. The company operates as a software-as-a-service (SaaS) platform, thus generating recurring revenue.Companies are becoming increasingly digital, moving more parts of their business operations into the cloud, removing the need for on-site servers and storage. Datadog has benefited from this trend, growing revenue 70% to $1.0 billion in 2021. That marked an acceleration from 2020 when revenue increased 66%, a rarity given how many tech stocks saw their growth slow last year as pandemic conditions eased.2. Advanced Micro DevicesMany emerging technologies require computing power, and semiconductor company Advanced Micro Devices ( AMD 5.80% ) is poised to help provide the hardware to power applications like supercomputing, 5G, artificial intelligence, and more. AMD has traditionally competed with rival Intel, but AMD has gained ground in recent years due to technological advancements in bringing new chip architectures to market.The company generated $16.4 billion in revenue in 2021, up 68% and an impressive leap considering its already large revenue base. AMD also recently closed its massive $50 billion acquisition of Xilinx, which gives it a strong foothold in adaptive computing products and increases AMD's total addressable market to an estimated $135 billion.3. Sea LimitedE-commerce, gaming, and digital payments are all \"hot\" growth industries for investors, and internet conglomerate Sea Limited ( SE -2.76% ) does all three. The company primarily serves Southeast Asia but has expanded to new markets like Latin America and parts of Europe. The company's mobile game Freefire is among the most popular mobile games globally.Sea is growing at a blistering pace -- revenue increased 128% last year, extending a multiyear streak of triple-digit top-line gains. That kind of growth won't last forever, but Sea has a lot of levers to pull to drive future growth. Management is guiding for its fintech business to expand 155% this year, which should help offset an expected slowdown in the gaming business.4. SnowflakeData is becoming an essential resource for businesses to analyze and learn from. However, most companies have outdated storage methods, often keeping data segregated in various formats and locations. Snowflake ( SNOW 2.40% ) operates a cloud-based platform that enables companies to efficiently store and share data.Simplifying that process seems to be solving a massive problem for Snowflake's customers. The company recently closed its fiscal 2022, growing revenue 106% to $1.2 billion. The company has an impressive 178% net revenue retention rate, which means Snowflake's customers are spending much more with the company with each passing year. With just under 6,000 customers, there's a huge market for Snowflake to pick up new customers in the years ahead.5. The Trade DeskAd money is steadily flowing out of outdated media formats, like broadcast television, and into new digital ones, such as connected TV devices for streaming. The Trade Desk ( TTD 2.64% ) operates one of the leading independent ad-technology exchanges, where companies can buy digital ad campaigns, target them toward a specific audience, and see how their campaigns perform.It's not the fastest-growing company on this list -- 2021 revenue was up 43%. But that marked an increase from the previous two fiscal years. 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