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2022-06-09

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Netflix And Roku? Interesting Deal, But Unlikely To Happen

2022-06-03

2022-06-03

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Interesting Deal, But Unlikely To Happen","url":"https://stock-news.laohu8.com/highlight/detail?id=1152277365","media":"Seeking Alpha","summary":"SummaryShares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform.</li><li>Netflix risks losing its focus as a content publisher if it also wants to become an advertising company.</li><li>Roku will no longer be a neutral CTV advertising outlet if the merger takes place.</li><li>The deal could be highly dilutive to Netflix shareholders as Netflix will need external financing and Roku isn&#39;t a profitable business.</li><li>I see a better path for Netflix to stay focused on creating the most engaging content in the streaming space.</li></ul><p>Shares of Roku, Inc. (NASDAQ:ROKU) are up almost 11% on speculation that Netflix, Inc. (NASDAQ:NFLX) may be looking to acquire the streaming company with more than 60 million households. While a potential merger between both companies could make sense from a vertical integration standpoint, I believe it is unlikely to happen for several reasons.</p><p>First, Netflix&#39;s position as a content publisher requires massive investments (e.g., $17 billion in 2022) to keep customers engaged. By diverting its attention to becoming an advertising platform, Netflix risks allocating less resources to producing the best films and series to compete against the likes of Disney+, HBO Max, and other AVOD offerings. In 1Q22, Netflix lost 200,000 subscribers and guided another 2 million subs loss in 2Q22.</p><p>As ARPU becomes a key metric following subs loss, Netflix is looking to explore an ad-supported tier and raise prices on its 100 million users who share passwords. In an inflationary environment, consumers are likely to react to Netflix&#39;s price hikes by either canceling the service or trade down to a lower-priced tier. As a result, content must be nothing short of spectacular just to keep users from leaving, and Netflix cannot fully devote itself to its core activity if it also wants to become an advertising company.</p><p>Second, Roku will no longer be perceived as a neutral platform (though it does have the Roku Channel which competes with other AVOD providers) if Netflix becomes the owner of the TV OS operator. It would be very difficult to imagine a Netflix-owned Roku to ask for ad inventory from any scaled SVOD or AVOD services such as Disney+ and Peacock, as Netflix essentially competes for the same eyeballs. Roku does have a history with Netflix given it was an internal project that got spun out of Netflix in 2008, but the spinoff took place out of Netflix&#39;s concern that having its own streaming platform would impact the distribution of its streaming app.</p><p>Third, the deal doesn&#39;t make much financial sense in an increasingly challenging environment where investors are looking for profits more than anything else. Roku is not a profitable business, as the company guided 4% adjusted EBITDA margin in 2022, implying a negative operating and net margin. The company had a market cap of ~$12 billion before the merger headline emerged vs. Netflix&#39;s $88 billion. Assuming a 30% premium on Roku, Netflix would be paying $15.6 billion, or almost 18% of its market cap, for Roku. Given Netflix has $6 billion of cash and $14.5 billion of long-term debt, it will need external firepower to materialize the deal either through more debt or share issuance. Obviously, this will be dilutive to Netflix shareholders.</p><p>In short, the deal does look interesting at face value but is unlikely to take place in my view. Netflix management has shown interest in offering an ad-supported tier, but it would be surprising to investors if it wants to go as far as transforming itself from a pure-play SVOD player to a CTV advertising platform. In short, I see a better path for the company to stay focused as a world-class publisher of critically acclaimed series such as <i>Ozark</i>and<i>Stranger Things</i>.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix And Roku? 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Interesting Deal, But Unlikely To Happen\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 11:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517194-netflix-and-roku-interesting-deal-but-unlikely-to-happen><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform.Netflix risks losing its focus as a content publisher if it also wants to become an advertising ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517194-netflix-and-roku-interesting-deal-but-unlikely-to-happen\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/article/4517194-netflix-and-roku-interesting-deal-but-unlikely-to-happen","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152277365","content_text":"SummaryShares of Roku are up 11% due to speculation that Netflix may acquire the streaming platform.Netflix risks losing its focus as a content publisher if it also wants to become an advertising company.Roku will no longer be a neutral CTV advertising outlet if the merger takes place.The deal could be highly dilutive to Netflix shareholders as Netflix will need external financing and Roku isn't a profitable business.I see a better path for Netflix to stay focused on creating the most engaging content in the streaming space.Shares of Roku, Inc. (NASDAQ:ROKU) are up almost 11% on speculation that Netflix, Inc. (NASDAQ:NFLX) may be looking to acquire the streaming company with more than 60 million households. While a potential merger between both companies could make sense from a vertical integration standpoint, I believe it is unlikely to happen for several reasons.First, Netflix's position as a content publisher requires massive investments (e.g., $17 billion in 2022) to keep customers engaged. By diverting its attention to becoming an advertising platform, Netflix risks allocating less resources to producing the best films and series to compete against the likes of Disney+, HBO Max, and other AVOD offerings. In 1Q22, Netflix lost 200,000 subscribers and guided another 2 million subs loss in 2Q22.As ARPU becomes a key metric following subs loss, Netflix is looking to explore an ad-supported tier and raise prices on its 100 million users who share passwords. In an inflationary environment, consumers are likely to react to Netflix's price hikes by either canceling the service or trade down to a lower-priced tier. As a result, content must be nothing short of spectacular just to keep users from leaving, and Netflix cannot fully devote itself to its core activity if it also wants to become an advertising company.Second, Roku will no longer be perceived as a neutral platform (though it does have the Roku Channel which competes with other AVOD providers) if Netflix becomes the owner of the TV OS operator. It would be very difficult to imagine a Netflix-owned Roku to ask for ad inventory from any scaled SVOD or AVOD services such as Disney+ and Peacock, as Netflix essentially competes for the same eyeballs. Roku does have a history with Netflix given it was an internal project that got spun out of Netflix in 2008, but the spinoff took place out of Netflix's concern that having its own streaming platform would impact the distribution of its streaming app.Third, the deal doesn't make much financial sense in an increasingly challenging environment where investors are looking for profits more than anything else. Roku is not a profitable business, as the company guided 4% adjusted EBITDA margin in 2022, implying a negative operating and net margin. The company had a market cap of ~$12 billion before the merger headline emerged vs. Netflix's $88 billion. Assuming a 30% premium on Roku, Netflix would be paying $15.6 billion, or almost 18% of its market cap, for Roku. Given Netflix has $6 billion of cash and $14.5 billion of long-term debt, it will need external firepower to materialize the deal either through more debt or share issuance. Obviously, this will be dilutive to Netflix shareholders.In short, the deal does look interesting at face value but is unlikely to take place in my view. Netflix management has shown interest in offering an ad-supported tier, but it would be surprising to investors if it wants to go as far as transforming itself from a pure-play SVOD player to a CTV advertising platform. In short, I see a better path for the company to stay focused as a world-class publisher of critically acclaimed series such as OzarkandStranger Things.","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050747411,"gmtCreate":1654252621533,"gmtModify":1676535420453,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a>ok","listText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a>ok","text":"$Boeing(BA)$ok","images":[{"img":"https://community-static.tradeup.com/news/71d387835aa05ac514407193a6302da3","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050747411","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9050744659,"gmtCreate":1654252396671,"gmtModify":1676535420421,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"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/9050744659","repostId":"2240243020","repostType":4,"repost":{"id":"2240243020","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654246478,"share":"https://ttm.financial/m/news/2240243020?lang=&edition=fundamental","pubTime":"2022-06-03 16:54","market":"fut","language":"en","title":"U.S. Job Gains in May Seen Slowing to 13-Month Low of 328,000","url":"https://stock-news.laohu8.com/highlight/detail?id=2240243020","media":"Dow Jones","summary":"Rising U.S. interest rates and the prospect of slower economic growth in the months ahead suggests h","content":"<html><head></head><body><p>Rising U.S. interest rates and the prospect of slower economic growth in the months ahead suggests hiring is also likely to wane -- and that&#39;s what Wall Street expects in May.</p><h2>Here&#39;s what to watch in the employment report on Friday morning:</h2><h2>Wall Street forecast</h2><p>The number of new jobs the U.S. created in May is expected to slow to a 13-month low of 328,000, according to a poll of economists by The Wall Street Journal.</p><p>By comparison, the economy has added at least 400,000 jobs a month in the past year, and its gained an average of 518,000 a month in 2022.</p><p>Yet signs of slower hiring are starting to appear. Some large companies have put hiring freezes in place, a Federal Reserve survey found. And an ADP employment report showed the smallest job creation in May since the start of the pandemic.</p><p>&#34;We expect job growth to remain on an upward trajectory,&#34; said chief U.S. economist Rubeela Farooqi of High Freqeuncy Economics, &#34;but the pace islikely to slow as the Fed continues to raise rates over coming months.&#34;</p><p>The bigger problem may still be a major labor shortage, however. Lots of companies that want to hire still say they can&#39;t find enough qualified workers.</p><p>The May report could also bring a statistical quirk.</p><p>It&#39;s usually the second biggest month of hiring in the entire year, but if the raw increase falls short of what the government expects, the seasonal adjustments tend to make the May jobs figures look a lot worse.</p><h2>Jobs by industry</h2><p>Hiring in interest-rate sensitive industries such as housing and finance are likely to slow, especially after strong increases earlier in the year. There&#39;s less demand for construction workers and real estate agents as home sales taper off.</p><p>Ditto for retailers and shippers as consumers cut back on purchase of goods in the face of high inflation.</p><p>Employment could rise in tourism and travel, however, as the summer vacation season approaches and Americans shift more spending to services and away from goods.</p><h2>Unemployment rate</h2><p>Wall Street  expects the U.S. unemployment rate to drop to 3.5% from 3.6% and match the pre-pandemic low in 2020. Before that, the last time the jobless rate was as low was in 1968.</p><p>How &#34;tight&#34; is the labor market? If unemployment falls below 3.4%, it would mark the smallest rate since 1953.</p><h2>Growing labor force</h2><p>The size of the labor force is expanding again, but it hasn&#39;t returned to pre-pandemic  levels.</p><p>High inflation and a faltering stock market could spur more people to look for work, economists say, but probably not enough to ease the worst labor shortage in decades.</p><p>The share of the working-age population in the labor force stood at 62.2% in April, leaving it more than a full point below the pre-Covid high. That&#39;s the equivalent of about 1.5 million missing workers.</p><h2>Worker pay</h2><p>The labor shortage has helped boost the average wage by 5.5% over the past year to $31.85 an hour, marking the biggest increase since the early 1980s.</p><p>Economists forecast another sizable 0.4% increase in wages in May, but there are hints that pay gains are starting to wane. A slower economy and slower hiring would almost assure it.</p><p>Even the big increase in pay, however, is not enough to keep up with inflation. The cost of living has jumped 8.3% in the past year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Job Gains in May Seen Slowing to 13-Month Low of 328,000</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Job Gains in May Seen Slowing to 13-Month Low of 328,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-03 16:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Rising U.S. interest rates and the prospect of slower economic growth in the months ahead suggests hiring is also likely to wane -- and that&#39;s what Wall Street expects in May.</p><h2>Here&#39;s what to watch in the employment report on Friday morning:</h2><h2>Wall Street forecast</h2><p>The number of new jobs the U.S. created in May is expected to slow to a 13-month low of 328,000, according to a poll of economists by The Wall Street Journal.</p><p>By comparison, the economy has added at least 400,000 jobs a month in the past year, and its gained an average of 518,000 a month in 2022.</p><p>Yet signs of slower hiring are starting to appear. Some large companies have put hiring freezes in place, a Federal Reserve survey found. And an ADP employment report showed the smallest job creation in May since the start of the pandemic.</p><p>&#34;We expect job growth to remain on an upward trajectory,&#34; said chief U.S. economist Rubeela Farooqi of High Freqeuncy Economics, &#34;but the pace islikely to slow as the Fed continues to raise rates over coming months.&#34;</p><p>The bigger problem may still be a major labor shortage, however. Lots of companies that want to hire still say they can&#39;t find enough qualified workers.</p><p>The May report could also bring a statistical quirk.</p><p>It&#39;s usually the second biggest month of hiring in the entire year, but if the raw increase falls short of what the government expects, the seasonal adjustments tend to make the May jobs figures look a lot worse.</p><h2>Jobs by industry</h2><p>Hiring in interest-rate sensitive industries such as housing and finance are likely to slow, especially after strong increases earlier in the year. There&#39;s less demand for construction workers and real estate agents as home sales taper off.</p><p>Ditto for retailers and shippers as consumers cut back on purchase of goods in the face of high inflation.</p><p>Employment could rise in tourism and travel, however, as the summer vacation season approaches and Americans shift more spending to services and away from goods.</p><h2>Unemployment rate</h2><p>Wall Street  expects the U.S. unemployment rate to drop to 3.5% from 3.6% and match the pre-pandemic low in 2020. Before that, the last time the jobless rate was as low was in 1968.</p><p>How &#34;tight&#34; is the labor market? If unemployment falls below 3.4%, it would mark the smallest rate since 1953.</p><h2>Growing labor force</h2><p>The size of the labor force is expanding again, but it hasn&#39;t returned to pre-pandemic  levels.</p><p>High inflation and a faltering stock market could spur more people to look for work, economists say, but probably not enough to ease the worst labor shortage in decades.</p><p>The share of the working-age population in the labor force stood at 62.2% in April, leaving it more than a full point below the pre-Covid high. That&#39;s the equivalent of about 1.5 million missing workers.</p><h2>Worker pay</h2><p>The labor shortage has helped boost the average wage by 5.5% over the past year to $31.85 an hour, marking the biggest increase since the early 1980s.</p><p>Economists forecast another sizable 0.4% increase in wages in May, but there are hints that pay gains are starting to wane. A slower economy and slower hiring would almost assure it.</p><p>Even the big increase in pay, however, is not enough to keep up with inflation. The cost of living has jumped 8.3% in the past year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240243020","content_text":"Rising U.S. interest rates and the prospect of slower economic growth in the months ahead suggests hiring is also likely to wane -- and that's what Wall Street expects in May.Here's what to watch in the employment report on Friday morning:Wall Street forecastThe number of new jobs the U.S. created in May is expected to slow to a 13-month low of 328,000, according to a poll of economists by The Wall Street Journal.By comparison, the economy has added at least 400,000 jobs a month in the past year, and its gained an average of 518,000 a month in 2022.Yet signs of slower hiring are starting to appear. Some large companies have put hiring freezes in place, a Federal Reserve survey found. And an ADP employment report showed the smallest job creation in May since the start of the pandemic.\"We expect job growth to remain on an upward trajectory,\" said chief U.S. economist Rubeela Farooqi of High Freqeuncy Economics, \"but the pace islikely to slow as the Fed continues to raise rates over coming months.\"The bigger problem may still be a major labor shortage, however. Lots of companies that want to hire still say they can't find enough qualified workers.The May report could also bring a statistical quirk.It's usually the second biggest month of hiring in the entire year, but if the raw increase falls short of what the government expects, the seasonal adjustments tend to make the May jobs figures look a lot worse.Jobs by industryHiring in interest-rate sensitive industries such as housing and finance are likely to slow, especially after strong increases earlier in the year. There's less demand for construction workers and real estate agents as home sales taper off.Ditto for retailers and shippers as consumers cut back on purchase of goods in the face of high inflation.Employment could rise in tourism and travel, however, as the summer vacation season approaches and Americans shift more spending to services and away from goods.Unemployment rateWall Street  expects the U.S. unemployment rate to drop to 3.5% from 3.6% and match the pre-pandemic low in 2020. Before that, the last time the jobless rate was as low was in 1968.How \"tight\" is the labor market? If unemployment falls below 3.4%, it would mark the smallest rate since 1953.Growing labor forceThe size of the labor force is expanding again, but it hasn't returned to pre-pandemic  levels.High inflation and a faltering stock market could spur more people to look for work, economists say, but probably not enough to ease the worst labor shortage in decades.The share of the working-age population in the labor force stood at 62.2% in April, leaving it more than a full point below the pre-Covid high. That's the equivalent of about 1.5 million missing workers.Worker payThe labor shortage has helped boost the average wage by 5.5% over the past year to $31.85 an hour, marking the biggest increase since the early 1980s.Economists forecast another sizable 0.4% increase in wages in May, but there are hints that pay gains are starting to wane. A slower economy and slower hiring would almost assure it.Even the big increase in pay, however, is not enough to keep up with inflation. The cost of living has jumped 8.3% in the past year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025825475,"gmtCreate":1653660907598,"gmtModify":1676535322940,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>ok","listText":"<a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a>ok","text":"$Unity Software Inc.(U)$ok","images":[{"img":"https://community-static.tradeup.com/news/5ede367364e95a6679b218409779a6c9","width":"1080","height":"3402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025825475","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9025822685,"gmtCreate":1653660819147,"gmtModify":1676535322894,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"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/9025822685","repostId":"2238387186","repostType":4,"repost":{"id":"2238387186","kind":"news","pubTimestamp":1653660205,"share":"https://ttm.financial/m/news/2238387186?lang=&edition=fundamental","pubTime":"2022-05-27 22:03","market":"us","language":"en","title":"Alibaba Earnings: Back Up The Truck","url":"https://stock-news.laohu8.com/highlight/detail?id=2238387186","media":"seekingalpha","summary":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectatio","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.</li><li>Expectations were low heading into the release.</li><li>At this point, BABA has gotten beaten down to the point of absurdity.</li><li>In this article I dissect Alibaba&#39;s Q4 earnings release and explain why I&#39;m still long despite all the challenges.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb3d9594de3e32459d994aa3977dc753\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\"/><span>Michael Loccisano/Getty Images Entertainment</span></p><p><b>Alibaba Group Holding Limited</b> (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.</p><p>Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.</p><p>So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.</p><p>With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.</p><p><b>Earnings Recap</b></p><p>For the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:</p><ul><li><p>Revenue: $32.1 billion, up 9% (beat by $3 billion);</p></li><li><p>Operating income: $2.6 billion;</p></li><li><p>GAAP earnings: $-2.5 billion;</p></li><li><p>Adjusted earnings: $3.1 billion;</p></li><li><p>Diluted EPS: $1.25, down 23% (beat by $0.16);</p></li><li><p>Operating cash flow: $-1.1 billion.</p></li></ul><p>Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.</p><p>A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.</p><p>The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.</p><p>So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.</p><p><b>Competitors’ Results</b></p><p>To truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.</p><p>First, let’s look at <b>JD.com, Inc.</b> (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.</p><p>Next up we have <b>Pinduoduo Inc.</b> (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (<a href=\"https://ttm.financial/NW/1123192288\" target=\"_blank\">Pinduoduo has announced its quarterly results</a>)</p><p><b>Valuation</b></p><p>Alibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:</p><ul><li><p>Adjusted P/E: 9.5;</p></li><li><p>GAAP P/E: 21.9;</p></li><li><p>Price/sales: 1.69;</p></li><li><p>Price/book: 1.44;</p></li><li><p>Price/operating cash flow: 8.</p></li></ul><p>The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.</p><p>Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.</p><p><b>Risks and Challenges</b></p><p>As we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.</p><p>However, there are several risks and challenges to keep in mind, including:</p><ul><li><p><b>June quarter earnings.</b>It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.</p></li><li><p><b>Lockdowns.</b>Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.</p></li><li><p><b>A renewed tech regulation.</b>China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.</p></li><li><p><b>The macro climate.</b>China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.</p></li></ul><p>If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.</p><p>As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of <b>Meta Platforms, Inc.</b> (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Earnings: Back Up The Truck</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Earnings: Back Up The Truck\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4514639-alibaba-earnings-back-up-the-truck","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2238387186","content_text":"SummaryAlibaba just released its Q4 earnings, which beat on both revenue and adjusted EPS.Expectations were low heading into the release.At this point, BABA has gotten beaten down to the point of absurdity.In this article I dissect Alibaba's Q4 earnings release and explain why I'm still long despite all the challenges.Michael Loccisano/Getty Images EntertainmentAlibaba Group Holding Limited (NYSE:BABA) just released its fourth quarter earnings. The release beat expectations on revenue as well as on EPS. The $3 billion year-over-year increase in revenue showed that BABA was able to crankout strong sales growth even amid China’s lockdowns and other macroeconomic headwinds.Alibaba had a lot of things working in its favor going into its Q2 release. The company had negative earnings in the prior year quarter, which meant that the comparisons were soft this time around. The company was caught off guard by some lockdowns in major Chinese cities, but it wasn’t until Q2 (Alibaba’s fiscal Q1) that they became truly widespread. Additionally, BABA enjoyed a significant increase in web traffic in Q4 across virtually all of its online channels. Despite these two factors working in BABA’s favor, analysts still cut estimates repeatedly throughout the quarter, leading to weak expectations.So, Alibaba had many advantages heading into this release. Which is why it was not surprising that earnings beat expectations. In Q4, Alibaba put most of its 2021 tech crackdown damage behind it. We’re beginning to see the effects of that today.With a solid fourth quarter under its belt, Alibaba has a good foundation to build from. While the upcoming quarterly release is likely to be weak due to China’s heavy Q2 lockdowns, BABA will once again have soft comparisons in the September quarter. This lends credence to the idea that 2022 will be the year when Alibaba recovers–although the process may take longer than we initially thought.Earnings RecapFor the fourth quarter, Alibaba delivered strong earnings, beating on both the top and bottom lines. Some highlights include:Revenue: $32.1 billion, up 9% (beat by $3 billion);Operating income: $2.6 billion;GAAP earnings: $-2.5 billion;Adjusted earnings: $3.1 billion;Diluted EPS: $1.25, down 23% (beat by $0.16);Operating cash flow: $-1.1 billion.Pretty strong results, all things considered. Even with lockdowns taking place in the fourth quarter, Alibaba managed to grow its revenue by billions of dollars.A few metrics in the release were particularly surprising, such as the 8% growth in core commerce. Going into the release, many investors expected the core eCommerce segment to weigh on results, as China was going through lockdowns in Q4. In past quarters, that segment underperformed relative to the cloud segment. This time around, that trend reversed. In Q4, Alibaba Cloud lost its biggest customer, which resulted in the segment growing by only 21%. Alibaba Cloud has long been considered a major potential growth driver for BABA, so its comparative under-performance in Q4 was a disappointment.The cloud segment is worth exploring in detail. In the earnings release, BABA said that “a top customer” cut out its use of Alibaba cloud due to slowing demand in China. It did not specify the identity of the customer. The customer also apparently ceased using Alibaba Cloud in its international business, though it declined to say why. According to Alibaba, cloud growth would have been 29% had this customer not stopped using the service.So, although Alibaba Cloud growth decelerated significantly in Q4, there is reason to think that it will pick up again. The 29% growth that Alibaba Cloud would have delivered had this customer still been in the picture would have been commensurate with past quarters, meaning that BABA would not have experienced deceleration. If Alibaba can get that customer back, then its growth could accelerate in the near future.Competitors’ ResultsTo truly understand Alibaba’s Q4 results, we need to check in on how the company’s competitors have been doing. It’s well known that China’s government wants to increase competition in the tech sector, and this has been cited as a headwind for Alibaba. Given this, it makes sense to look at some of BABA’s competitors’ recent releases. Armed with this information, we can gauge how much of an advantage or disadvantage BABA has going forward.First, let’s look at JD.com, Inc. (JD). JD’s earnings release was mixed. Revenue beat expectations, growing 18%, as did adjusted earnings. GAAP earnings, on the other hand, missed by a pretty wide margin, coming in at $-0.29, compared to $-0.02 expected. It wasn’t a great release, but the growth in revenue shows that one of BABA’s competitors is increasing its presence in the market. That could be thought of as a negative for BABA.Next up we have Pinduoduo Inc. (PDD). PDD’s most recent release showed its slowest revenue growth in years. Coming in at 3%, the company’s revenue decelerated dramatically. That was definitely a positive for Alibaba. Pinduoduo’s popular group purchase model in agricultural goods could have made it a real competitor to BABA had it branched out into more product categories. Now that PDD’s growth is slowing down, it looks like the possible competitive threat has eased off. (Pinduoduo has announced its quarterly results)ValuationAlibaba’s Q4 results are particularly encouraging when we consider them along with the company’s valuation. Alibaba’s recent earnings beat expectations, yet the company’s stock is still very cheap, boasting valuation multiples like:Adjusted P/E: 9.5;GAAP P/E: 21.9;Price/sales: 1.69;Price/book: 1.44;Price/operating cash flow: 8.The above metrics strongly hint at a company that may be undervalued. BABA is, quite frankly, priced like it’s going out of business. Its price/book multiple is approaching a level where the company would be trading below the value of assets, net of debt, if its stock went much lower. In fact, Alibaba could reach the point where it’s trading below book value this quarter if its stock portfolio increases in value.Alibaba is known to hold a lot of stocks and other marketable securities on its balance sheet. In recent quarters, this factor has been reducing the company’s GAAP earnings, as GAAP accounting rules state that you have to subtract mark-to-market losses on securities from net income, even if the losses weren’t realized. It’s a peculiar accounting rule that Warren Buffett has criticized due to it producing “earnings” that don’t reflect operating performance. It is true that mark-to-market accounting produces earnings that have nothing to do with business performance. However, this exact same factor could push BABA’s assets and earnings higher in the future, leading to an even lower price/book multiple and even greater perceived undervaluation.Risks and ChallengesAs we’ve seen, Alibaba is a strong player in China’s eCommerce industry that just put out a better-than-expected earnings release. Its stock is also very cheap. Taking all of this together, one gets the sense of a great value.However, there are several risks and challenges to keep in mind, including:June quarter earnings.It’s quite likely that Alibaba’s June quarter earnings will be weak. There were at least two full months of severe lockdowns in several Chinese cities in Q1. At the peak, more than 400 million Chinese citizens were locked down. There were some lockdowns in the just-reported quarter, but they weren’t as strict, and they didn’t affect as many people. There are already early signs that the Q2 lockdowns hit BABA pretty hard. BABA’s web traffic severely declined in April after rising in March. This suggests that, possibly, Chinese citizens were spending less money due to lockdown-induced supply constraints, or income loss.Lockdowns.Related to the June quarter earnings release is the prospect of Chinese lockdowns in general. China still officially maintains a “Zero COVID policy” which means that it is willing to use lockdowns to combat even small numbers of cases. This can lead to less retail spending when it occurs, which is a bad thing for online retail platforms like the ones BABA operates.A renewed tech regulation.China’s tech regulation was the biggest single factor behind Alibaba’s crash in 2021. The regulation resulted in BABA taking a $2.8 billion fine, a tax hike, and a host of other challenges. At the start of this year, it was looking like the regulation was still ongoing. The government was just about to launch a new inquiry into Ant Group when the COVID outbreak hit and the anti-trust inquiries were put on hold. Since then, China’s policy has been to support the markets rather than pressure them. However, there is always the possibility that the regulation will flare up again. If it does, it could cost BABA some money.The macro climate.China’s macroeconomic environment could be considered a short term risk factor for Alibaba. China’s retail spending growth was -11% in April. It could continue to be negative if China continues to pursue its aggressive stance on COVID. Additionally, China will face softer export growth should the U.S. enter the recession that many expect, and is still dealing with the economic fallout from the collapse of Evergrande. Taking all of these factors together, we get a picture of a decidedly challenging macroeconomic environment.If you’re considering taking a position in Alibaba, you’ll want to give the risk factors above a good hard mulling over. To my mind, BABA stock is a good value, because the stock is cheap and the company has a good competitive position. But a stock facing this many risk factors isn’t for everyone. It has been a volatile ride so far, and probably will be for the foreseeable future.As for me, I plan to continue holding BABA. For an investor with a long time horizon, there are few better deals in the market today. A lot of people in this market speak of Meta Platforms, Inc. (FB) as a value stock, yet its multiples areall higher than BABA’sdespite it having slower revenue growth. Alibaba is the kind of rock bottom bargain you rarely see anywhere other than China, which is why I remain long this stock despite all of the risk factors it faces.","news_type":1},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021752516,"gmtCreate":1653106008735,"gmtModify":1676535225951,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021752516","repostId":"2236012808","repostType":4,"repost":{"id":"2236012808","kind":"highlight","pubTimestamp":1653089869,"share":"https://ttm.financial/m/news/2236012808?lang=&edition=fundamental","pubTime":"2022-05-21 07:37","market":"us","language":"en","title":"It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2236012808","media":"Motley Fool","summary":"As the broader market continues to fall, some investors may view the EV leader's stock slump as a buying opportunity. Are they right?","content":"<html><head></head><body><p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut <b>Tesla</b> have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed&#39;s consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.</p><p>Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk&#39;s move to potentially acquire <b>Twitter</b> certainly hasn&#39;t aided the company&#39;s case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.</p><p>But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecb47944e9c0966d2182e999d9a81cba\"/><span>Image source: Getty Images.</span></p><h2>Fundamentals aren&#39;t the problem</h2><p>In a quarter when investors weren&#39;t sure what to expect due to COVID-19-related shutdowns at Tesla&#39;s Shanghai factory, the EV leader delivered, and it delivered big. The company&#39;s $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.</p><p>To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management&#39;s guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.</p><p>Amid such incredible growth, the company&#39;s balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the &#34;cash is king&#34; mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.</p><h2>Tesla&#39;s valuation is still high</h2><p>Even without context, though, Tesla&#39;s valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.</p><p>Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors <b>General Motors </b>(GM 0.81%), <b>Ford</b> (F 0.55%), and <b>Toyota </b>(TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it&#39;s rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4664e23d164238b9ae09f5957b8e89b9\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio data by YCharts</span></p><h2>Should investors buy the stock now?</h2><p>Tesla&#39;s pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company&#39;s valuation isn&#39;t exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there&#39;s surely a chance it&#39;ll continue on a downward path in the periods ahead.</p><p>While it&#39;s a fantastic company and a sure winner in the EV space, I don&#39;t suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.</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>It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?</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\">\nIt's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/\">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://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236012808","content_text":"After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed's consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk's move to potentially acquire Twitter certainly hasn't aided the company's case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?Image source: Getty Images.Fundamentals aren't the problemIn a quarter when investors weren't sure what to expect due to COVID-19-related shutdowns at Tesla's Shanghai factory, the EV leader delivered, and it delivered big. The company's $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management's guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.Amid such incredible growth, the company's balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the \"cash is king\" mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.Tesla's valuation is still highEven without context, though, Tesla's valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors General Motors (GM 0.81%), Ford (F 0.55%), and Toyota (TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it's rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.TSLA PE Ratio data by YChartsShould investors buy the stock now?Tesla's pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company's valuation isn't exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there's surely a chance it'll continue on a downward path in the periods ahead.While it's a fantastic company and a sure winner in the EV space, I don't suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021752130,"gmtCreate":1653105973020,"gmtModify":1676535225932,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>ok","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>ok","text":"$NVIDIA Corp(NVDA)$ok","images":[{"img":"https://community-static.tradeup.com/news/b68ae70ad84ad5ea180f9cfea78b4174","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021752130","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9023966518,"gmtCreate":1652850187034,"gmtModify":1676535174965,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Rubblish&nbsp;","listText":"Rubblish&nbsp;","text":"Rubblish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023966518","repostId":"1153428621","repostType":4,"repost":{"id":"1153428621","kind":"news","pubTimestamp":1652842376,"share":"https://ttm.financial/m/news/1153428621?lang=&edition=fundamental","pubTime":"2022-05-18 10:52","market":"us","language":"en","title":"Sea Limited: Could Be Stuck Here For A While","url":"https://stock-news.laohu8.com/highlight/detail?id=1153428621","media":"seekingalpha","summary":"SummarySea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue an","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue and EPS. It was a relief as SE stock was battered over the past six months.</li><li>However, we are concerned over Garena&#39;s slowing growth. Furthermore, Shopee&#39;s guidance range was also widened due to inflation, and macro headwinds.</li><li>The company is also still unprofitable, even as it scales Shopee up rapidly to improve efficiencies. We think the stock is likely to move sideways in FY22.</li><li>We reiterate our Hold rating with a PT of $90, as the risk/reward profile remains challenging.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cab61823fda76d16cfb3535ff09044\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Investment Thesis</b></p><p>Sea Limited (NYSE:SE) reported its FQ1 earnings card to some fanfare as investors cheered its better than expected results. Sea reported revenue and EPS ahead of consensus estimates in Q1. However, the company also tempered investors&#39; expectations in its e-commercearm, Shopee, as it widened its guidance range. Notably, the company sees potential headwinds emanating from higher inflation, macro risks, and the reopening of the Southeast Asian economies.</p><p>Our analysis of the consensus estimates suggests that they have been revised downwards due to the lackluster performances from its US e-commerce peers recently. We think the beat was reassuring. But, Sea Limited is charting a new (slower growth) phase that could be challenging to execute, given the macro and micro headwinds. Therefore, we believe the stock is likely to trade within a consolidation range throughout FY22 as the market parses its execution.</p><p>Furthermore, our price action analysis indicates that the stock could still face a potential &#34;ultimate&#34; bottom test, with several layers of resistance to impede its re-rating. As a result, we reiterate our Hold rating on SE stock for now, with a price target (PT) of $90 (implied upside of 12.5% at writing).</p><p><b>Beat Consensus, But Widened Guidance Range for Shopee</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e8a7704f72e766a15a2d2733f7897f5\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Sea Limited revenue change % and Adj. EBITDA margins % consensus estimates (S&amp;P Capital IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d6670b3d974edffc1909d983ebcd93\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Sea Limited EPS consensus estimates (S&amp;P Capital IQ)</span></p><p>Sea reported revenue of $2.9B, up 64.4% YoY (Vs. Consensus estimates of $2.86B, up 62.1% YoY). Notably, it reported a lower than expected loss on GAAP and adjusted EPS terms. Sea posted GAAP EPS of -$1.04 (Vs. consensus estimates of -$1.40) and adjusted EPS of -$0.80 (Vs. consensus estimates of -$1.22).</p><p>Although the sequential revenue growth deceleration was concerning, we were satisfied with the inflection seen in its EPS metrics. As a result, we believe that the consensus estimates (from FQ2 onwards) could be revised subsequently to reflect Sea&#39;s stronger than estimated profitability performance.</p><p>Management also remains optimistic about achieving its original guidance of adjusted EBITDA profitability in Shopee (excluding HQ costs) in its key markets in FY22. Notably, it also emphasized that it could achieve adjusted EBITDA profitability (including HQ costs) by the end of FY23. We think the commentary is constructive on its path to adjusted profitability despite slowing topline growth.</p><p><b>But, Critical Headwinds Linger On</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b6126ec41787241accfb794f54ccc8\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Garena Bookings (Company filings)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1243335c57855547c7641b796d1081bc\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Garena Adj. EBITDA share of bookings % (Company filings)</span></p><p>Its cash cow Garena continues to experience slowing growth as the economies reopen. Moreover, Sea also highlighted its growth had been impacted by its ban in India. As a result, Garena&#39;s Bookings growth slumped into negative territory, at -27% YoY in FQ1. Notably, management was reticent on whether they expected the slowdown to be structural or short-term. It asked for more time to observe the trends, given the shroud created by the reopening cadence. Sea Group CEO Forrest Li accentuated (edited):</p><blockquote>As we navigate this pace of moderation, we are focused on user base stabilization. We saw some preliminary signs that this is starting to bear fruit with the monthly user trends for Free Fire beginning to show some early signs of stabilizing towards the end of the first quarter. While these are encouraging signs, the longer-term impact of reopening around online gaming and Free Fire specifically remains to be seen, and we will continue to focus on user engagement and user base stabilization. (Sea Limited&#39;s FQ1&#39;22 earnings call)</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0fb058a98afc51f86f3275b6d83c3c6\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"/><span>Shopee GMV (Company filings)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a63c23ec808375677775cd285af8ccd1\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Shopee Adj. EBITDA per order (Company filings)</span></p><p>Therefore, with a slowing cash cow funding Shopee&#39;s growth, the market was justifiably concerned about the impact of Sea&#39;s loss-making e-commerce unit. But, management reiterated that Shopee has continued to gain operating leverage as it expands its higher-margin services in transaction-based fees and advertising. Furthermore, it also continues to gain operating efficiencies in scale even as its gross orders fell from $2B in FQ4 to $1.9B in FQ1.</p><p>As seen above, Shopee&#39;s adjusted EBITDA loss per order improved to -$0.40 in FQ1. However, we remained concerned with its e-commerce guidance as management widened its guidance range. Sea Limited&#39;s revised FY22 guidance sees Shopee posts revenue between $8.5B to $9.1B. It was revised from its previous guidance of $8.9B to $9.1B. At the midpoint of its guidance, Shopee is expected to post revenue of $8.8B (up 71% YoY), down from $9B (up 75.7% YoY).</p><p>Consequently, with slower topline growth, it could impact Shopee&#39;s ability to deliver its path to adjusted EBITDA profitability. Therefore, we urge investors to carefully monitor its progress over the next few quarters.</p><p><b>Is SE Stock a Buy, Sell, or Hold?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68e160bab52e333ab5bd2c9e405e6e1e\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>SE stock price chart (TradingView)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeb26499ca7ab95050570f7f3f8efaf\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>SE stock NTM FCF yields % and NTM normalized P/E (TIKR)</span></p><p>SE stock still trades at negative normalized P/E and FCF yields. Therefore, investors must have high conviction over the company&#39;s ability to scale up Shopee while turning the corner in Garena. While Sea Money has made encouraging progress, we think it&#39;s not significant enough to move the needle. Garena and Shopee will continue to drive the momentum in SE stock in the near term.</p><p>In addition, our price action analysis of SE stock shows badly damaged technicals, filled with a series of astute bull traps. Furthermore, these traps are also overlaid with several critical layers of resistance that could impede SE stock&#39;s recovery momentum moving forward.</p><p>While we don&#39;t think investors should bail out of SE stock now, we don&#39;t see a well-balanced risk/reward profile now for SE stock either. Therefore, we urge investors to bide their time and wait for a consolidation phase before adding exposure.</p><p>We <i>reiterate our Hold rating on SE stock</i> with a PT of $90.</p><p></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: Could Be Stuck Here For A While</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: Could Be Stuck Here For A While\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512628-sea-limited-could-be-stuck-here-for-a-while><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue and EPS. It was a relief as SE stock was battered over the past six months.However, we are concerned ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512628-sea-limited-could-be-stuck-here-for-a-while\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4512628-sea-limited-could-be-stuck-here-for-a-while","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153428621","content_text":"SummarySea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue and EPS. It was a relief as SE stock was battered over the past six months.However, we are concerned over Garena's slowing growth. Furthermore, Shopee's guidance range was also widened due to inflation, and macro headwinds.The company is also still unprofitable, even as it scales Shopee up rapidly to improve efficiencies. We think the stock is likely to move sideways in FY22.We reiterate our Hold rating with a PT of $90, as the risk/reward profile remains challenging.kokkai/iStock Unreleased via Getty ImagesInvestment ThesisSea Limited (NYSE:SE) reported its FQ1 earnings card to some fanfare as investors cheered its better than expected results. Sea reported revenue and EPS ahead of consensus estimates in Q1. However, the company also tempered investors' expectations in its e-commercearm, Shopee, as it widened its guidance range. Notably, the company sees potential headwinds emanating from higher inflation, macro risks, and the reopening of the Southeast Asian economies.Our analysis of the consensus estimates suggests that they have been revised downwards due to the lackluster performances from its US e-commerce peers recently. We think the beat was reassuring. But, Sea Limited is charting a new (slower growth) phase that could be challenging to execute, given the macro and micro headwinds. Therefore, we believe the stock is likely to trade within a consolidation range throughout FY22 as the market parses its execution.Furthermore, our price action analysis indicates that the stock could still face a potential \"ultimate\" bottom test, with several layers of resistance to impede its re-rating. As a result, we reiterate our Hold rating on SE stock for now, with a price target (PT) of $90 (implied upside of 12.5% at writing).Beat Consensus, But Widened Guidance Range for ShopeeSea Limited revenue change % and Adj. EBITDA margins % consensus estimates (S&P Capital IQ)Sea Limited EPS consensus estimates (S&P Capital IQ)Sea reported revenue of $2.9B, up 64.4% YoY (Vs. Consensus estimates of $2.86B, up 62.1% YoY). Notably, it reported a lower than expected loss on GAAP and adjusted EPS terms. Sea posted GAAP EPS of -$1.04 (Vs. consensus estimates of -$1.40) and adjusted EPS of -$0.80 (Vs. consensus estimates of -$1.22).Although the sequential revenue growth deceleration was concerning, we were satisfied with the inflection seen in its EPS metrics. As a result, we believe that the consensus estimates (from FQ2 onwards) could be revised subsequently to reflect Sea's stronger than estimated profitability performance.Management also remains optimistic about achieving its original guidance of adjusted EBITDA profitability in Shopee (excluding HQ costs) in its key markets in FY22. Notably, it also emphasized that it could achieve adjusted EBITDA profitability (including HQ costs) by the end of FY23. We think the commentary is constructive on its path to adjusted profitability despite slowing topline growth.But, Critical Headwinds Linger OnGarena Bookings (Company filings)Garena Adj. EBITDA share of bookings % (Company filings)Its cash cow Garena continues to experience slowing growth as the economies reopen. Moreover, Sea also highlighted its growth had been impacted by its ban in India. As a result, Garena's Bookings growth slumped into negative territory, at -27% YoY in FQ1. Notably, management was reticent on whether they expected the slowdown to be structural or short-term. It asked for more time to observe the trends, given the shroud created by the reopening cadence. Sea Group CEO Forrest Li accentuated (edited):As we navigate this pace of moderation, we are focused on user base stabilization. We saw some preliminary signs that this is starting to bear fruit with the monthly user trends for Free Fire beginning to show some early signs of stabilizing towards the end of the first quarter. While these are encouraging signs, the longer-term impact of reopening around online gaming and Free Fire specifically remains to be seen, and we will continue to focus on user engagement and user base stabilization. (Sea Limited's FQ1'22 earnings call)Shopee GMV (Company filings)Shopee Adj. EBITDA per order (Company filings)Therefore, with a slowing cash cow funding Shopee's growth, the market was justifiably concerned about the impact of Sea's loss-making e-commerce unit. But, management reiterated that Shopee has continued to gain operating leverage as it expands its higher-margin services in transaction-based fees and advertising. Furthermore, it also continues to gain operating efficiencies in scale even as its gross orders fell from $2B in FQ4 to $1.9B in FQ1.As seen above, Shopee's adjusted EBITDA loss per order improved to -$0.40 in FQ1. However, we remained concerned with its e-commerce guidance as management widened its guidance range. Sea Limited's revised FY22 guidance sees Shopee posts revenue between $8.5B to $9.1B. It was revised from its previous guidance of $8.9B to $9.1B. At the midpoint of its guidance, Shopee is expected to post revenue of $8.8B (up 71% YoY), down from $9B (up 75.7% YoY).Consequently, with slower topline growth, it could impact Shopee's ability to deliver its path to adjusted EBITDA profitability. Therefore, we urge investors to carefully monitor its progress over the next few quarters.Is SE Stock a Buy, Sell, or Hold?SE stock price chart (TradingView)SE stock NTM FCF yields % and NTM normalized P/E (TIKR)SE stock still trades at negative normalized P/E and FCF yields. Therefore, investors must have high conviction over the company's ability to scale up Shopee while turning the corner in Garena. While Sea Money has made encouraging progress, we think it's not significant enough to move the needle. Garena and Shopee will continue to drive the momentum in SE stock in the near term.In addition, our price action analysis of SE stock shows badly damaged technicals, filled with a series of astute bull traps. Furthermore, these traps are also overlaid with several critical layers of resistance that could impede SE stock's recovery momentum moving forward.While we don't think investors should bail out of SE stock now, we don't see a well-balanced risk/reward profile now for SE stock either. Therefore, we urge investors to bide their time and wait for a consolidation phase before adding exposure.We reiterate our Hold rating on SE stock with a PT of $90.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029906532,"gmtCreate":1652710192626,"gmtModify":1676535146273,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"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/9029906532","repostId":"1128913632","repostType":4,"repost":{"id":"1128913632","kind":"news","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":1652708005,"share":"https://ttm.financial/m/news/1128913632?lang=&edition=fundamental","pubTime":"2022-05-16 21:33","market":"us","language":"en","title":"S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide","url":"https://stock-news.laohu8.com/highlight/detail?id=1128913632","media":"Tiger Newspress","summary":"S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished ","content":"<html><head></head><body><p>S&amp;P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished tech stocks and pushed the broader index to the brink of a bear market.</p><p>Futures tied to the Dow Jones Industrial Average were 38 points lower. S&amp;P 500 futures dipped 0.3% after the benchmark nearly fell into a bear market last week before a Friday rebound. Nasdaq-100 futures slipped 0.3%.</p><p>After a long spate of selling, markets rebounded on Friday, with the Dow rising 466.36 points and the S&amp;P 500 climbing 2.39%. The Nasdaq Composite jumped 3.82% and posted its strongest one-day gain since November 2020.</p><p>But major averages still posted steep losses for the week and are undergoing an intense sell-off as the Federal Reserve attempts to tamp down inflation with aggressive rate hikes. The Dow’s 7-week losing streak is its worst since 2001. The S&amp;P 500 just posted its first 6-week losing streak since June 2011.</p><p>Some analysts believe those declines may soon point to an attractive entry point for the broader market index, based on a long-term perspective.</p><p>“The S&amp;P 500 is quickly approaching a level that, historically, has indicated that future growth concerns are priced in,” Citi analyst Scott Chronert wrote in a note.</p><p>The S&amp;P 500 sits 16% off its record high, while the Nasdaq Composite is down more than 27% as investors hit growth stocks trading with lofty valuations the hardest as interest rates spiked.</p><p>Those names rebounded on Friday and some looked set for some more gains in Monday’s session. Amazon and Tesla were both in the green in premarket trading. Apple, which fell into a bear market at one point last week, was also indicated higher.</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>S&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide</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\">\nS&P 500 Falls on Monday As It Struggles to Rebound From a 6-Week Slide\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\">2022-05-16 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>S&amp;P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished tech stocks and pushed the broader index to the brink of a bear market.</p><p>Futures tied to the Dow Jones Industrial Average were 38 points lower. S&amp;P 500 futures dipped 0.3% after the benchmark nearly fell into a bear market last week before a Friday rebound. Nasdaq-100 futures slipped 0.3%.</p><p>After a long spate of selling, markets rebounded on Friday, with the Dow rising 466.36 points and the S&amp;P 500 climbing 2.39%. The Nasdaq Composite jumped 3.82% and posted its strongest one-day gain since November 2020.</p><p>But major averages still posted steep losses for the week and are undergoing an intense sell-off as the Federal Reserve attempts to tamp down inflation with aggressive rate hikes. The Dow’s 7-week losing streak is its worst since 2001. The S&amp;P 500 just posted its first 6-week losing streak since June 2011.</p><p>Some analysts believe those declines may soon point to an attractive entry point for the broader market index, based on a long-term perspective.</p><p>“The S&amp;P 500 is quickly approaching a level that, historically, has indicated that future growth concerns are priced in,” Citi analyst Scott Chronert wrote in a note.</p><p>The S&amp;P 500 sits 16% off its record high, while the Nasdaq Composite is down more than 27% as investors hit growth stocks trading with lofty valuations the hardest as interest rates spiked.</p><p>Those names rebounded on Friday and some looked set for some more gains in Monday’s session. Amazon and Tesla were both in the green in premarket trading. Apple, which fell into a bear market at one point last week, was also indicated higher.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128913632","content_text":"S&P 500 fell on Monday as the market attempts to rebound from a relentless sell-off that’s punished tech stocks and pushed the broader index to the brink of a bear market.Futures tied to the Dow Jones Industrial Average were 38 points lower. S&P 500 futures dipped 0.3% after the benchmark nearly fell into a bear market last week before a Friday rebound. Nasdaq-100 futures slipped 0.3%.After a long spate of selling, markets rebounded on Friday, with the Dow rising 466.36 points and the S&P 500 climbing 2.39%. The Nasdaq Composite jumped 3.82% and posted its strongest one-day gain since November 2020.But major averages still posted steep losses for the week and are undergoing an intense sell-off as the Federal Reserve attempts to tamp down inflation with aggressive rate hikes. The Dow’s 7-week losing streak is its worst since 2001. The S&P 500 just posted its first 6-week losing streak since June 2011.Some analysts believe those declines may soon point to an attractive entry point for the broader market index, based on a long-term perspective.“The S&P 500 is quickly approaching a level that, historically, has indicated that future growth concerns are priced in,” Citi analyst Scott Chronert wrote in a note.The S&P 500 sits 16% off its record high, while the Nasdaq Composite is down more than 27% as investors hit growth stocks trading with lofty valuations the hardest as interest rates spiked.Those names rebounded on Friday and some looked set for some more gains in Monday’s session. Amazon and Tesla were both in the green in premarket trading. Apple, which fell into a bear market at one point last week, was also indicated higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029906317,"gmtCreate":1652710151339,"gmtModify":1676535146247,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ok","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>ok","text":"$Tesla Motors(TSLA)$ok","images":[{"img":"https://community-static.tradeup.com/news/c5a4236ff2dc0ebfeb784a472af84a99","width":"1080","height":"3402"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029906317","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067721187,"gmtCreate":1652514616149,"gmtModify":1676535115435,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>ok","text":"$Amazon.com(AMZN)$ok","images":[{"img":"https://community-static.tradeup.com/news/7c01e59c70f33d313a37f6b3c7751295","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067721187","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067196778,"gmtCreate":1652417595494,"gmtModify":1676535097302,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067196778","repostId":"2235610902","repostType":4,"repost":{"id":"2235610902","kind":"highlight","pubTimestamp":1652413001,"share":"https://ttm.financial/m/news/2235610902?lang=&edition=fundamental","pubTime":"2022-05-13 11:36","market":"us","language":"en","title":"Will Apple and Microsoft Finally Give Way in the Stock Market's Downturn?","url":"https://stock-news.laohu8.com/highlight/detail?id=2235610902","media":"Motley Fool","summary":"Markets moved lower Thursday, and these two giants were a big part of it.","content":"<html><head></head><body><p>The stock market continued to see big ups and downs during the course of trading on Thursday. Market participants are having a lot of difficulty deciding whether the major macroeconomic factors affecting Wall Street are short term in nature or will have longer-term implications, and as attitudes change, stock market moves have been violent. As of closed, the <b>Dow Jones Industrial Average</b> was down 103 points to 31,730. The <b>S&amp;P 500</b> dropped 5 points to 3,930, and the <b>Nasdaq Composite</b> gave up 6 points to 11,370.</p><p>Until recently, giga-cap technology stocks like <b>Apple</b> and <b>Microsoft</b> had large avoided the full brunt of the bear market in the Nasdaq, even as smaller companies lost 50% to 80% or more of their value. However, over the past couple of months, some of the largest companies in the market, including <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b>, <b>Netflix</b>, and <b>Amazon.com</b>, started to move sharply lower. Those big-name moves put a bigger dent in market capitalization-weighted benchmarks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58422892d2010a5acde42e4c37287f00\" tg-width=\"700\" tg-height=\"463\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>But along the way, Apple and Microsoft largely avoided the brunt of the downturn. That has changed this week, and today, both companies are seeing bigger losses than the broader market as investors try to assess whether they too will give way to negative market sentiment.</p><h2>Strong fundamentals</h2><p>For the most part, Apple and Microsoft have been able to stand up to scrutiny because of their strong financial performance. For instance, Apple&#39;s numbers for the fiscal second quarter ending March 26 included a 9% rise in overall revenue and a 6% gain in net income. The tech giant saw notable results from its iPhone, Mac, and wearables and accessories segments, which helped to offset some weakness in iPad sales. Apple also continued to grow its important services business, which some have seen as a potential weak link amid rising competition in areas like streaming content.</p><p>Similarly, Microsoft has done a good job of capitalizing on the opportunities to serve customers getting more involved in cloud computing. Microsoft&#39;s intelligent cloud segment posted the biggest rise in revenue among its businesses, driven by the popularity of the Azure cloud infrastructure platform. Other areas of Microsoft&#39;s business also owe much of their success to the cloud, particularly the subscription-as-a-service versions of the Office productivity software suite. An 18% sales boost helped push adjusted net income higher by 13% in the fiscal third quarter ending March 31, and the software behemoth kept returning capital to shareholders through buybacks as well as dividends.</p><h2>Gaps in the armor?</h2><p>However, both Apple and Microsoft have seen some declines in their share prices in the past week. Apple fell 2.7% on Thursday, and it has fallen nearly 15% since May 4. Microsoft has suffered a 12% drop in just over a week, including a 2% decline in today&#39;s session.</p><p>Apple and Microsoft are highly liquid stocks, making them less susceptible to some of the situations that can cause more dramatic movements in share prices of smaller companies. Index funds hold truly massive amounts of their stock. To the extent that long-term investors have stayed the course with their index holdings, that has helped provide ballast for Apple&#39;s and Microsoft&#39;s share prices.</p><p>However, impatient investors have started to register substantial outflows from their fund holdings. Forced selling from index funds can have an impact on share prices even for giga-cap tech stock giants, most notably because their weightings in various indexes tend to be extremely high.</p><p>There&#39;s little to suggest anything wrong with Microsoft or Apple in terms of long-term business prospects. Nevertheless, short-term traders will watch the two stocks to see if they can avoid further losses here. If they prove vulnerable to a downturn, then some traders will see that as evidence that a more extensive decline for the overall market could be ahead.</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>Will Apple and Microsoft Finally Give Way in the Stock Market's Downturn?</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\">\nWill Apple and Microsoft Finally Give Way in the Stock Market's Downturn?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-13 11:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/12/will-apple-and-microsoft-finally-give-way-in-the-s/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market continued to see big ups and downs during the course of trading on Thursday. Market participants are having a lot of difficulty deciding whether the major macroeconomic factors ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/12/will-apple-and-microsoft-finally-give-way-in-the-s/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2022/05/12/will-apple-and-microsoft-finally-give-way-in-the-s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235610902","content_text":"The stock market continued to see big ups and downs during the course of trading on Thursday. Market participants are having a lot of difficulty deciding whether the major macroeconomic factors affecting Wall Street are short term in nature or will have longer-term implications, and as attitudes change, stock market moves have been violent. As of closed, the Dow Jones Industrial Average was down 103 points to 31,730. The S&P 500 dropped 5 points to 3,930, and the Nasdaq Composite gave up 6 points to 11,370.Until recently, giga-cap technology stocks like Apple and Microsoft had large avoided the full brunt of the bear market in the Nasdaq, even as smaller companies lost 50% to 80% or more of their value. However, over the past couple of months, some of the largest companies in the market, including Meta Platforms, Netflix, and Amazon.com, started to move sharply lower. Those big-name moves put a bigger dent in market capitalization-weighted benchmarks.Image source: Getty Images.But along the way, Apple and Microsoft largely avoided the brunt of the downturn. That has changed this week, and today, both companies are seeing bigger losses than the broader market as investors try to assess whether they too will give way to negative market sentiment.Strong fundamentalsFor the most part, Apple and Microsoft have been able to stand up to scrutiny because of their strong financial performance. For instance, Apple's numbers for the fiscal second quarter ending March 26 included a 9% rise in overall revenue and a 6% gain in net income. The tech giant saw notable results from its iPhone, Mac, and wearables and accessories segments, which helped to offset some weakness in iPad sales. Apple also continued to grow its important services business, which some have seen as a potential weak link amid rising competition in areas like streaming content.Similarly, Microsoft has done a good job of capitalizing on the opportunities to serve customers getting more involved in cloud computing. Microsoft's intelligent cloud segment posted the biggest rise in revenue among its businesses, driven by the popularity of the Azure cloud infrastructure platform. Other areas of Microsoft's business also owe much of their success to the cloud, particularly the subscription-as-a-service versions of the Office productivity software suite. An 18% sales boost helped push adjusted net income higher by 13% in the fiscal third quarter ending March 31, and the software behemoth kept returning capital to shareholders through buybacks as well as dividends.Gaps in the armor?However, both Apple and Microsoft have seen some declines in their share prices in the past week. Apple fell 2.7% on Thursday, and it has fallen nearly 15% since May 4. Microsoft has suffered a 12% drop in just over a week, including a 2% decline in today's session.Apple and Microsoft are highly liquid stocks, making them less susceptible to some of the situations that can cause more dramatic movements in share prices of smaller companies. Index funds hold truly massive amounts of their stock. To the extent that long-term investors have stayed the course with their index holdings, that has helped provide ballast for Apple's and Microsoft's share prices.However, impatient investors have started to register substantial outflows from their fund holdings. Forced selling from index funds can have an impact on share prices even for giga-cap tech stock giants, most notably because their weightings in various indexes tend to be extremely high.There's little to suggest anything wrong with Microsoft or Apple in terms of long-term business prospects. Nevertheless, short-term traders will watch the two stocks to see if they can avoid further losses here. If they prove vulnerable to a downturn, then some traders will see that as evidence that a more extensive decline for the overall market could be ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067196282,"gmtCreate":1652417498946,"gmtModify":1676535097301,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a>ok","listText":"<a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a>ok","text":"$Boeing(BA)$ok","images":[{"img":"https://community-static.tradeup.com/news/b20b016dcbd16a0946f40073b71eadd1","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067196282","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9065857254,"gmtCreate":1652176659278,"gmtModify":1676535046183,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065857254","repostId":"2234665417","repostType":2,"repost":{"id":"2234665417","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1652175546,"share":"https://ttm.financial/m/news/2234665417?lang=&edition=fundamental","pubTime":"2022-05-10 17:39","market":"us","language":"en","title":"Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=2234665417","media":"Reuters","summary":"Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles.","content":"<html><head></head><body><p>Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles.</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 is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles</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 is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-10 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234665417","content_text":"Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062223797,"gmtCreate":1652066952919,"gmtModify":1676535023347,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a>k","listText":"<a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a>k","text":"$Cboe Volatility Index(VIX)$k","images":[{"img":"https://community-static.tradeup.com/news/b5c64f8101fa0070916acaa7269e54a8","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062223797","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062223327,"gmtCreate":1652066861569,"gmtModify":1676535023328,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"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/9062223327","repostId":"1151523366","repostType":4,"repost":{"id":"1151523366","kind":"news","pubTimestamp":1652050295,"share":"https://ttm.financial/m/news/1151523366?lang=&edition=fundamental","pubTime":"2022-05-09 06:51","market":"us","language":"en","title":"Palantir, Disney, Occidental, Rivian, BioNTech, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1151523366","media":"Barrons","summary":"We’re past the peak of first-quarter earnings season, but with several notable companies still left ","content":"<html><head></head><body><p>We’re past the peak of first-quarter earnings season, but with several notable companies still left to report this week. The economic-data highlights of the week will be a pair of inflation measures.</p><p>Monday’s highlights will include BioNTech, Palantir Technologies, Simon Property Group, and Tyson Foods. Electronic Arts, Norwegian Cruise Line Holdings, and Occidental Petroleum report on Tuesday, followed by Walt Disney,  Rivian Automotive, and Toyota Motoron Wednesday. Brookfield Asset Management and Tapestry will release earnings on Thursday.</p><p><img src=\"https://static.tigerbbs.com/6917c65c235b29b3cad735f401b18555\" tg-width=\"1600\" tg-height=\"1450\" referrerpolicy=\"no-referrer\"/></p><p>The economic calendar is headlined by the Bureau of Labor Statistics’ consumer price and producer price indexes for April. Those are forecast to rise by 8.1% and 10.6%, respectively, year over year.</p><p>Other data out this week will include the National Federation of Independent Business’ Small Business Optimism Index for April on Tuesday and the University of Michigan’s Consumer Sentiment Index for May on Friday.</p><p>Federal Reserve Bank of New York President John Williams delivers a keynote address on U.S. monetary policy at a symposium hosted by the National Association for Business Economics and Deutsche Bundesbank, kicking off a full week for central bank speakers. Markets will be looking for more context and clarity on policy a week after the Fed executed its biggest interest-rate increase since 2000.</p><p><b>Monday 5/9</b></p><p>BioNTech, Duke Energy,Exelon,International Flavors &amp; Fragrances,Microchip Technology,Palantir Technologies, Simon Property Group, Tyson Foods, and Viatris report quarterly results.</p><p><b>Tuesday 5/10</b></p><p>Dentsply Sirona,Electronic Arts, Norwegian Cruise Line Holdings, Occidental Petroleum, Sysco,TransDigm Group,Welltower, and Wynn Resorts announce earnings.</p><p>Dish Network, Fortinet, Mondelez International, and Western Digital hold investor meetings.</p><p><b>The National Federation</b> of Independent Business releases its Small Business Optimism Index for April. Consensus estimate is for a 92.4 reading, about one point less than in March. The March figure is the lowest for the index since April of 2020, as a labor shortage and surging inflation have dampened small-business owners’ enthusiasm.</p><p><b>Wednesday 5/11</b></p><p>Walt Disney reports second-quarter fiscal-2022 results. Shares of the entertainment behemoth have been the worst performer in the DJIA over the past year over concerns about spending on content.</p><p><b>Rivian Automotive,</b> Steris, and Toyota Motor release quarterly results.</p><p><b>The Bureau of Labor</b> Statistics releases the consumer price index for April. Expectations are for a 8.1% year-over-year reading, while the core CPI, which excludes volatile food and energy prices, is seen jumping 5.9%. This compares with increases of 8.5% and 6.5% respectively, in March. Wall Street is hoping for confirmation that inflation has peaked, even as economists and the Federal Reserve expect inflation to remain much higher for far longer than they did just six months ago.</p><p><b>Thursday 5/12</b></p><p>Brookfield Asset Management, Constellation Energy,Motorola Solutions,and Tapestry hold conference calls to discuss earnings.</p><p>Micron Technology and WestRock hold their 2022 investor days.</p><p>Ford Motor,Intel,and Verizon Communicationshost their annual shareholder meetings.</p><p><b>The BLS releases</b> the producer price index for April. Consensus estimate is for a 10.6% year-over-year rise, compared with a 11.2% jump in March, which is the highest on record for index since the 12-month data were first calculated in late 2010. The core PPI is expected to increase 8.9%, after a 9.2% gain in March.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on May 7. In April, jobless claims averaged just 184,000. They recently hit a more-than-five-decade low, despite a workforce that is more than twice as large now as it was then.</p><p><b>Friday 5/13</b></p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for May. Economists forecast a 63.1 reading, about two point less than in April.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir, Disney, Occidental, Rivian, BioNTech, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir, Disney, Occidental, Rivian, BioNTech, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-09 06:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/disney-occidental-rivian-palantir-biontech-and-other-stocks-for-investors-to-watch-this-week-51652036428?mod=hp_LEAD_5><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We’re past the peak of first-quarter earnings season, but with several notable companies still left to report this week. The economic-data highlights of the week will be a pair of inflation measures....</p>\n\n<a href=\"https://www.barrons.com/articles/disney-occidental-rivian-palantir-biontech-and-other-stocks-for-investors-to-watch-this-week-51652036428?mod=hp_LEAD_5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","EA":"艺电","BNTX":"BioNTech SE","PLTR":"Palantir Technologies Inc.","NCLH":"挪威邮轮",".SPX":"S&P 500 Index","U":"Unity Software Inc.","OXY":"西方石油","DIS":"迪士尼","RIVN":"Rivian Automotive, Inc.","TM":"丰田汽车",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/disney-occidental-rivian-palantir-biontech-and-other-stocks-for-investors-to-watch-this-week-51652036428?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151523366","content_text":"We’re past the peak of first-quarter earnings season, but with several notable companies still left to report this week. The economic-data highlights of the week will be a pair of inflation measures.Monday’s highlights will include BioNTech, Palantir Technologies, Simon Property Group, and Tyson Foods. Electronic Arts, Norwegian Cruise Line Holdings, and Occidental Petroleum report on Tuesday, followed by Walt Disney,  Rivian Automotive, and Toyota Motoron Wednesday. Brookfield Asset Management and Tapestry will release earnings on Thursday.The economic calendar is headlined by the Bureau of Labor Statistics’ consumer price and producer price indexes for April. Those are forecast to rise by 8.1% and 10.6%, respectively, year over year.Other data out this week will include the National Federation of Independent Business’ Small Business Optimism Index for April on Tuesday and the University of Michigan’s Consumer Sentiment Index for May on Friday.Federal Reserve Bank of New York President John Williams delivers a keynote address on U.S. monetary policy at a symposium hosted by the National Association for Business Economics and Deutsche Bundesbank, kicking off a full week for central bank speakers. Markets will be looking for more context and clarity on policy a week after the Fed executed its biggest interest-rate increase since 2000.Monday 5/9BioNTech, Duke Energy,Exelon,International Flavors & Fragrances,Microchip Technology,Palantir Technologies, Simon Property Group, Tyson Foods, and Viatris report quarterly results.Tuesday 5/10Dentsply Sirona,Electronic Arts, Norwegian Cruise Line Holdings, Occidental Petroleum, Sysco,TransDigm Group,Welltower, and Wynn Resorts announce earnings.Dish Network, Fortinet, Mondelez International, and Western Digital hold investor meetings.The National Federation of Independent Business releases its Small Business Optimism Index for April. Consensus estimate is for a 92.4 reading, about one point less than in March. The March figure is the lowest for the index since April of 2020, as a labor shortage and surging inflation have dampened small-business owners’ enthusiasm.Wednesday 5/11Walt Disney reports second-quarter fiscal-2022 results. Shares of the entertainment behemoth have been the worst performer in the DJIA over the past year over concerns about spending on content.Rivian Automotive, Steris, and Toyota Motor release quarterly results.The Bureau of Labor Statistics releases the consumer price index for April. Expectations are for a 8.1% year-over-year reading, while the core CPI, which excludes volatile food and energy prices, is seen jumping 5.9%. This compares with increases of 8.5% and 6.5% respectively, in March. Wall Street is hoping for confirmation that inflation has peaked, even as economists and the Federal Reserve expect inflation to remain much higher for far longer than they did just six months ago.Thursday 5/12Brookfield Asset Management, Constellation Energy,Motorola Solutions,and Tapestry hold conference calls to discuss earnings.Micron Technology and WestRock hold their 2022 investor days.Ford Motor,Intel,and Verizon Communicationshost their annual shareholder meetings.The BLS releases the producer price index for April. Consensus estimate is for a 10.6% year-over-year rise, compared with a 11.2% jump in March, which is the highest on record for index since the 12-month data were first calculated in late 2010. The core PPI is expected to increase 8.9%, after a 9.2% gain in March.The Department of Labor reports initial jobless claims for the week ending on May 7. In April, jobless claims averaged just 184,000. They recently hit a more-than-five-decade low, despite a workforce that is more than twice as large now as it was then.Friday 5/13The University of Michigan releases its Consumer Sentiment Index for May. Economists forecast a 63.1 reading, about two point less than in April.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062999089,"gmtCreate":1651983408841,"gmtModify":1676535008982,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a>k","listText":"<a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a>k","text":"$Cboe Volatility Index(VIX)$k","images":[{"img":"https://community-static.tradeup.com/news/d49224fd4edbdea5be9a181d00148715","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062999089","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9062902960,"gmtCreate":1651982852850,"gmtModify":1676535008729,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Too many fan boys...blinded&nbsp;","listText":"Too many fan boys...blinded&nbsp;","text":"Too many fan boys...blinded","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062902960","repostId":"1131831539","repostType":2,"repost":{"id":"1131831539","kind":"news","pubTimestamp":1651980653,"share":"https://ttm.financial/m/news/1131831539?lang=&edition=fundamental","pubTime":"2022-05-08 11:30","market":"us","language":"en","title":"Tesla: Overvalued By 85.26% And Not A Technology Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1131831539","media":"Seeking Alpha","summary":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successfu","content":"<html><head></head><body><p>Summary</p><ul><li>Make no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.</li><li>Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn&#39;t mean Tesla&#39;s stock is a good investment today.</li><li>100% of gross profit and net income is generated from the automotive sector as Tesla&#39;s other businesses lose money, making them an automobile manufacturing company, not a technology company.</li><li>I compared Tesla&#39;s metrics to the auto industry and big tech and the results are the same, Tesla&#39;s valuation is egregious.</li></ul><p>It&#39;s rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.&#39;s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA&#39;s financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA&#39;s stock.</p><p>I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn&#39;t have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren&#39;t enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.</p><p>Just because TSLA is a great company, it doesn&#39;t mean TSLA has a great stock, or it isn&#39;t overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.</p><p><b>Tesla Vs. The World In The Automotive Sector</b></p><p>It feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it&#39;s their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let&#39;s look at the raw numbers.</p><p>TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA&#39;s market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.</p><p><img src=\"https://static.tigerbbs.com/ff930d2442bf282c1bd880cca408eb94\" tg-width=\"640\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo</p><p>The P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.</p><p><img src=\"https://static.tigerbbs.com/c9b9661fde232925a758c38fd2e93f36\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>As a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.</p><p><img src=\"https://static.tigerbbs.com/d25806eb839eb9ca2b4ef3c24218048c\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>TSLA is a great company, but its current valuation has become overly inflated. TSLA&#39;s market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.</p><p><img src=\"https://static.tigerbbs.com/a1b686de4009ca733ff9651ce0d9fcaf\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Looking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA&#39;s market cap reflects a level of dominance that is non-existent.</p><p>Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It&#39;s just math. TSLA doesn&#39;t have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.</p><p><img src=\"https://static.tigerbbs.com/442ffe151dd83bc524785857925f9797\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>www.goodcarbadcar.net</p><p><b>Tesla Isn&#39;t A Technology Company And Shouldn&#39;t Be Valued As One</b></p><p>The valuation rebuttal has always been that TSLA isn&#39;t an automobile company, rather, it&#39;s a technology company.</p><p><img src=\"https://static.tigerbbs.com/bbc9ccb2cb8a0e7d40804db24e183214\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Page 23 ofTSLA&#39;s Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA&#39;s gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn&#39;t even factor in operating expenses.</p><p>TSLA manufacturers state of the art automobiles, but this doesn&#39;t classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.</p><p>Prior to the comparisons, I want to frame the analysis by providing each company&#39;s market cap:</p><ul><li>AAPL $2.69 Trillion</li><li>MSFT $2.17 Trillion</li><li>GOOGL $1.62 Trillion</li><li>AMZN $1.28 Trillion</li><li>TSLA $986.92 Billion</li><li>FB $604.62 Billion</li></ul><p>I am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.</p><p>This is absolutely remarkable, but it doesn&#39;t place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that&#39;s $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN&#39;s market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn&#39;t support the valuation.</p><p><img src=\"https://static.tigerbbs.com/3c0fbd4eb93f026c4575ee8f77f53e4b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Next, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn&#39;t support the valuation when FB has a market cap that&#39;s $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.</p><p><img src=\"https://static.tigerbbs.com/c9716477607711ee0b6d4f77eb24c890\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>The new metric bulls are using in their thesis is TSLA&#39;s free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.</p><p>Let&#39;s look at FB once again, since TSLA&#39;s valuation isn&#39;t based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA&#39;s growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that&#39;s almost $400 billion less than TSLA. Growth within the financials does not support TSLA&#39;s valuation, which is a breath away from $1 trillion.</p><p><img src=\"https://static.tigerbbs.com/902a7074eda9e8f2f2765e0833423d2c\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Today you&#39;re paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that&#39;s growing its earnings quickly is normal, but TSLA isn&#39;t growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA&#39;s growth factor, but this doesn&#39;t hold up when FB has grown by larger amounts from larger starting positions and has a P/E that&#39;s a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.</p><p><img src=\"https://static.tigerbbs.com/75168f6e39ced721cf0c53d78481a983\" tg-width=\"614\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN&#39;s revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN&#39;s grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN&#39;s.</p><p><img src=\"https://static.tigerbbs.com/aad00a6c490808962705a1a2dae45cfe\" tg-width=\"608\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it&#39;s been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.</p><p>Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company&#39;s FCF. Today, you&#39;re paying 142.52x TSLA&#39;s FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.</p><p>Why on earth would you want to pay 142.52x for TSLA&#39;s FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.</p><p>So what is a fair price to FCF multiple for TSLA? I don&#39;t believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.</p><p>I don&#39;t want to be overly bearish, so I will place a 21x multiple on TSLA&#39;s FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA&#39;s FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It&#39;s just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.</p><p>At the very least, there isn&#39;t a single reason why TSLA&#39;s market cap is larger than FB&#39;s. There isn&#39;t a single metric that TSLA beats FB in. Based on FB&#39;s valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.</p><p><img src=\"https://static.tigerbbs.com/b81a61d60d9ec098276569cc4a501da0\" tg-width=\"627\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/>TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).</p><p>The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL&#39;s. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.</p><p><b>TSLA&#39;s Future Catalysts Have A Long Way To Go Before Impacting Its Bottom Line</b></p><p>There are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it&#39;s only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.</p><p>TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.</p><p>We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance&#39;s $1 billion revenue mark is a long way away.</p><p><img src=\"https://static.tigerbbs.com/e86de6232b9abf7cee46a9607eb09741\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Next,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn&#39;t make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA&#39;s FSD isn&#39;t leaps and bounds ahead of the competition, the problem is that it&#39;s not exactly a self-driving car.</p><p>The questions around legality and where you can use it pop into my head, and how many of TSLA&#39;s drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.</p><p>Which Features Come With My Subscription?</p><blockquote>The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.</blockquote><blockquote><i>Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.</i></blockquote><p>The last catalyst is Robotaxis which many have commented on in my articles before. We&#39;re so far off on Robotaxis that this can&#39;t be considered in TSLA&#39;s upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.</p><p>Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don&#39;t want other people that I don&#39;t know in my car. I would think there are many others that have similar viewpoints.</p><p>The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA&#39;s growth rate become significantly reduced as more luxury operators put EVs on the road.</p><p>At TSLA&#39;s current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA&#39;s growth across any of the sectors isn&#39;t larger than FB or GOOGL?</p><p><b>Tesla Continues To Dilute Shareholders, And Almost No Shareholders Care</b></p><p>Dilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can&#39;t buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.</p><p>This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder&#39;s ownership and the amount of equity, revenue, and EPS our shares represent.</p><p>If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.</p><p><b>I Could Be Completely Wrong, And Tesla Could Continue Growing At These Rates</b></p><p>TSLA&#39;s vehicle deliveries continue to outpace its growing production. YoY TSLA&#39;s deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA&#39;s Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn&#39;t just focusing on the U.S, they have Europe and China in their sights.</p><p>EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).</p><p>Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.</p><p>The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA&#39;s dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.</p><p>Bulls aren&#39;t incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA&#39;s future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.</p><p>The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA&#39;s current 13.51% profit margin, if they achieved TM&#39;s level of revenue, they would generate $30.59 billion of net income, which would definitely make today&#39;s valuation look more realistic.</p><p><img src=\"https://static.tigerbbs.com/93c9176fa9bebc2c940e038cafd23229\" tg-width=\"603\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p><b>Conclusion</b></p><p>You&#39;re probably wondering how I can be a shareholder and be a bear on TSLA&#39;s valuation at the same time. It&#39;s simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.</p><p>Keep in mind a company and a company&#39;s stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it&#39;s FB or GOOGL. TSLA is not a technology company; it&#39;s an automobile company, as the automotive segments drive 100% of its gross revenue and net income.</p><p>TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA&#39;s $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.</p><p>With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it&#39;s hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.</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: Overvalued By 85.26% And Not A Technology Company</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: Overvalued By 85.26% And Not A Technology Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company\">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/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131831539","content_text":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn't mean Tesla's stock is a good investment today.100% of gross profit and net income is generated from the automotive sector as Tesla's other businesses lose money, making them an automobile manufacturing company, not a technology company.I compared Tesla's metrics to the auto industry and big tech and the results are the same, Tesla's valuation is egregious.It's rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.'s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA's financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA's stock.I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn't have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren't enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.Just because TSLA is a great company, it doesn't mean TSLA has a great stock, or it isn't overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.Tesla Vs. The World In The Automotive SectorIt feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it's their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let's look at the raw numbers.TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA's market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.Steven FiorilloThe P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.Steven Fiorillo, Seeking AlphaAs a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.Steven Fiorillo, Seeking AlphaTSLA is a great company, but its current valuation has become overly inflated. TSLA's market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.Steven Fiorillo, Seeking AlphaLooking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA's market cap reflects a level of dominance that is non-existent.Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It's just math. TSLA doesn't have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.www.goodcarbadcar.netTesla Isn't A Technology Company And Shouldn't Be Valued As OneThe valuation rebuttal has always been that TSLA isn't an automobile company, rather, it's a technology company.TeslaPage 23 ofTSLA's Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA's gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn't even factor in operating expenses.TSLA manufacturers state of the art automobiles, but this doesn't classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.Prior to the comparisons, I want to frame the analysis by providing each company's market cap:AAPL $2.69 TrillionMSFT $2.17 TrillionGOOGL $1.62 TrillionAMZN $1.28 TrillionTSLA $986.92 BillionFB $604.62 BillionI am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.This is absolutely remarkable, but it doesn't place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that's $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN's market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn't support the valuation.Steven Fiorillo, Seeking AlphaNext, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn't support the valuation when FB has a market cap that's $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.Steven Fiorillo, Seeking AlphaThe new metric bulls are using in their thesis is TSLA's free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.Let's look at FB once again, since TSLA's valuation isn't based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA's growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that's almost $400 billion less than TSLA. Growth within the financials does not support TSLA's valuation, which is a breath away from $1 trillion.Steven Fiorillo, Seeking AlphaToday you're paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that's growing its earnings quickly is normal, but TSLA isn't growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA's growth factor, but this doesn't hold up when FB has grown by larger amounts from larger starting positions and has a P/E that's a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN's revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN's grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN's.TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it's been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company's FCF. Today, you're paying 142.52x TSLA's FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.Why on earth would you want to pay 142.52x for TSLA's FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.So what is a fair price to FCF multiple for TSLA? I don't believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.I don't want to be overly bearish, so I will place a 21x multiple on TSLA's FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA's FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It's just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.At the very least, there isn't a single reason why TSLA's market cap is larger than FB's. There isn't a single metric that TSLA beats FB in. Based on FB's valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL's. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.TSLA's Future Catalysts Have A Long Way To Go Before Impacting Its Bottom LineThere are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it's only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance's $1 billion revenue mark is a long way away.TeslaNext,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn't make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA's FSD isn't leaps and bounds ahead of the competition, the problem is that it's not exactly a self-driving car.The questions around legality and where you can use it pop into my head, and how many of TSLA's drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.Which Features Come With My Subscription?The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.The last catalyst is Robotaxis which many have commented on in my articles before. We're so far off on Robotaxis that this can't be considered in TSLA's upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don't want other people that I don't know in my car. I would think there are many others that have similar viewpoints.The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA's growth rate become significantly reduced as more luxury operators put EVs on the road.At TSLA's current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA's growth across any of the sectors isn't larger than FB or GOOGL?Tesla Continues To Dilute Shareholders, And Almost No Shareholders CareDilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can't buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder's ownership and the amount of equity, revenue, and EPS our shares represent.If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.I Could Be Completely Wrong, And Tesla Could Continue Growing At These RatesTSLA's vehicle deliveries continue to outpace its growing production. YoY TSLA's deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA's Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn't just focusing on the U.S, they have Europe and China in their sights.EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA's dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.Bulls aren't incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA's future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA's current 13.51% profit margin, if they achieved TM's level of revenue, they would generate $30.59 billion of net income, which would definitely make today's valuation look more realistic.TeslaConclusionYou're probably wondering how I can be a shareholder and be a bear on TSLA's valuation at the same time. It's simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.Keep in mind a company and a company's stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it's FB or GOOGL. TSLA is not a technology company; it's an automobile company, as the automotive segments drive 100% of its gross revenue and net income.TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA's $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it's hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066654396,"gmtCreate":1651895180515,"gmtModify":1676534993838,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a>&nbsp;k&nbsp;","listText":"<a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a>&nbsp;k&nbsp;","text":"$Cboe Volatility Index(VIX)$ k","images":[{"img":"https://community-static.tradeup.com/news/460a4ed432973da98f368fcb48c54f58","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066654396","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9066697557,"gmtCreate":1651890278079,"gmtModify":1676534992257,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066697557","repostId":"1135655366","repostType":4,"repost":{"id":"1135655366","kind":"news","pubTimestamp":1651889839,"share":"https://ttm.financial/m/news/1135655366?lang=&edition=fundamental","pubTime":"2022-05-07 10:17","market":"us","language":"en","title":"PLTR Stock Just Hit a New 52-Week Low Despite U.K. Contract News. What to Know.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135655366","media":"InvestorPlace","summary":"It’s been a rather rough day in the stock market for most investors. For those involved in retail fa","content":"<html><head></head><body><p>It’s been a rather rough day in the stock market for most investors. For those involved in retail favorites and former meme stocks, even more so. Today, shares of popular stock <b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) are down considerably. PLTR stock lost more than 6% today.</p><p>This move is a continuation of some pretty bearish price action for Palantir over the past year. Indeed, PLTR stock is now down more than two-thirds from its 52-week high (and even more so from its speculative rally early last year).</p><p>Rising interest rates and expectations of slower economic growth are hitting companies like Palantir hard. Until these headwinds change, investors appear to be bracing for more pain.</p><p>With that said, Palantir does have a rather interesting catalyst that investors are ignoring today. Let’s dive into what’s going on with Palantir right now.</p><p>What’s the Deal With PLTR Stock?</p><p>As mentioned, the market is providing its fair share of headwinds for companies like Palantir. Investors appear to be focused on the macro picture above all else.</p><p>However, from a company-specific perspective, Palantir does have an intriguing catalyst investors may want to know about. Today, Palantirannouncedthat the company has struck a 10 million pound deal with the U.K. Ministry of Defense. For this data analytics company, this is the latest deal investors may point to as a reason to get into this stock at these levels.</p><p>Of course, the market disagrees. It’s a tough time to be a growth investor. However, Palantir’s various government contracts and secured revenues streams certainly provides an interesting growth story to jump onto.</p><p>Whether this means now is a good time to pick up PLTR stock on the dip remains to be seen. Personally, I’m skeptical of this company’s ability to truly grow its bottom line in the long term. However, this is a company that’s certainly a mover and shaker. I’ll be keeping an eye on Palantir moving forward with any additional updates that may change this thesis.</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>PLTR Stock Just Hit a New 52-Week Low Despite U.K. Contract News. What to Know.</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\">\nPLTR Stock Just Hit a New 52-Week Low Despite U.K. Contract News. What to Know.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/pltr-stock-just-hit-a-new-52-week-low-despite-u-k-contract-news-what-to-know/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a rather rough day in the stock market for most investors. For those involved in retail favorites and former meme stocks, even more so. Today, shares of popular stock Palantir(NYSE:PLTR) are...</p>\n\n<a href=\"https://investorplace.com/2022/05/pltr-stock-just-hit-a-new-52-week-low-despite-u-k-contract-news-what-to-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/05/pltr-stock-just-hit-a-new-52-week-low-despite-u-k-contract-news-what-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135655366","content_text":"It’s been a rather rough day in the stock market for most investors. For those involved in retail favorites and former meme stocks, even more so. Today, shares of popular stock Palantir(NYSE:PLTR) are down considerably. PLTR stock lost more than 6% today.This move is a continuation of some pretty bearish price action for Palantir over the past year. Indeed, PLTR stock is now down more than two-thirds from its 52-week high (and even more so from its speculative rally early last year).Rising interest rates and expectations of slower economic growth are hitting companies like Palantir hard. Until these headwinds change, investors appear to be bracing for more pain.With that said, Palantir does have a rather interesting catalyst that investors are ignoring today. Let’s dive into what’s going on with Palantir right now.What’s the Deal With PLTR Stock?As mentioned, the market is providing its fair share of headwinds for companies like Palantir. Investors appear to be focused on the macro picture above all else.However, from a company-specific perspective, Palantir does have an intriguing catalyst investors may want to know about. Today, Palantirannouncedthat the company has struck a 10 million pound deal with the U.K. Ministry of Defense. For this data analytics company, this is the latest deal investors may point to as a reason to get into this stock at these levels.Of course, the market disagrees. It’s a tough time to be a growth investor. However, Palantir’s various government contracts and secured revenues streams certainly provides an interesting growth story to jump onto.Whether this means now is a good time to pick up PLTR stock on the dip remains to be seen. Personally, I’m skeptical of this company’s ability to truly grow its bottom line in the long term. However, this is a company that’s certainly a mover and shaker. I’ll be keeping an eye on Palantir moving forward with any additional updates that may change this thesis.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9097407391,"gmtCreate":1645521001270,"gmtModify":1676534035410,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"I Iaugh to the Mooon.... Don't listen to that Ayam genius too much.&nbsp;","listText":"I Iaugh to the Mooon.... Don't listen to that Ayam genius too much.&nbsp;","text":"I Iaugh to the Mooon.... Don't listen to that Ayam genius too much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097407391","repostId":"1114366845","repostType":2,"repost":{"id":"1114366845","kind":"news","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":1645520633,"share":"https://ttm.financial/m/news/1114366845?lang=&edition=fundamental","pubTime":"2022-02-22 17:03","market":"us","language":"en","title":"Palantir Continued to Fall Over 4% in Premarket Trading after A Disappointing Financial Result","url":"https://stock-news.laohu8.com/highlight/detail?id=1114366845","media":"Tiger Newspress","summary":"Palantir fell over 4% in premarket trading.Cathie Wood-led Ark Investment Management on Thursday sig","content":"<html><head></head><body><p>Palantir fell over 4% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/18788ade4961f9055095a6f28db8786a\" tg-width=\"769\" tg-height=\"564\" referrerpolicy=\"no-referrer\"/><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Thursday significantly lowered its exposure to <b>Palantir Technologies Inc</b> on the day shares of the <b>PeterThiel</b>-backed company plummeted after it reported worse-than-expected quarterly earnings.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Continued to Fall Over 4% in Premarket Trading after A Disappointing Financial Result</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Continued to Fall Over 4% in Premarket Trading after A Disappointing Financial Result\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\">2022-02-22 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Palantir fell over 4% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/18788ade4961f9055095a6f28db8786a\" tg-width=\"769\" tg-height=\"564\" referrerpolicy=\"no-referrer\"/><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Thursday significantly lowered its exposure to <b>Palantir Technologies Inc</b> on the day shares of the <b>PeterThiel</b>-backed company plummeted after it reported worse-than-expected quarterly earnings.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114366845","content_text":"Palantir fell over 4% in premarket trading.Cathie Wood-led Ark Investment Management on Thursday significantly lowered its exposure to Palantir Technologies Inc on the day shares of the PeterThiel-backed company plummeted after it reported worse-than-expected quarterly earnings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038873625,"gmtCreate":1646799093092,"gmtModify":1676534164096,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038873625","repostId":"2218403389","repostType":4,"repost":{"id":"2218403389","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646780725,"share":"https://ttm.financial/m/news/2218403389?lang=&edition=fundamental","pubTime":"2022-03-09 07:05","market":"us","language":"en","title":"US STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports","url":"https://stock-news.laohu8.com/highlight/detail?id=2218403389","media":"Reuters","summary":"Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imp","content":"<html><head></head><body><p>Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.</p><p>Losses accelerated into the end of Tuesday&#39;s up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&amp;P 500 fell for a fourth straight session.</p><p>U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.</p><p>&#34;I think it is just investors trying to probe whether it is worth buying the dips and we had a real big <a href=\"https://laohu8.com/S/AONE.U\">one</a> yesterday,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.&#34;</p><p>“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.</p><p>The Dow Jones Industrial Average    fell 184.74 points, or 0.56%, to 32,632.64, the S&amp;P 500    lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite    dropped 35.41 points, or 0.28%, to 12,795.55.</p><p>Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.</p><p>Gains in megacap growth stocks, such as Tesla, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and Alphabet, helped mitigate losses for the S&amp;P 500.</p><p>The energy sector, a standout performer this year,  continued its charge higher, rising 1.4%.</p><p>Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.</p><p>&#34;There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,&#34; said James Ragan, director of wealth management research at D.A. Davidson. &#34;I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.&#34;</p><p>Ukraine&#39;s government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a &#34;special operation&#34;, had promised to open to let residents flee the besieged port of Mariupol.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker&#39;s stock to &#34;buy&#34; from &#34;hold&#34; as a hedge against inflation and prospects of more investments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.</p><p>About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-09 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.</p><p>Losses accelerated into the end of Tuesday&#39;s up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&amp;P 500 fell for a fourth straight session.</p><p>U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.</p><p>&#34;I think it is just investors trying to probe whether it is worth buying the dips and we had a real big <a href=\"https://laohu8.com/S/AONE.U\">one</a> yesterday,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.&#34;</p><p>“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.</p><p>The Dow Jones Industrial Average    fell 184.74 points, or 0.56%, to 32,632.64, the S&amp;P 500    lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite    dropped 35.41 points, or 0.28%, to 12,795.55.</p><p>Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.</p><p>Gains in megacap growth stocks, such as Tesla, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and Alphabet, helped mitigate losses for the S&amp;P 500.</p><p>The energy sector, a standout performer this year,  continued its charge higher, rising 1.4%.</p><p>Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.</p><p>&#34;There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,&#34; said James Ragan, director of wealth management research at D.A. Davidson. &#34;I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.&#34;</p><p>Ukraine&#39;s government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a &#34;special operation&#34;, had promised to open to let residents flee the besieged port of Mariupol.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker&#39;s stock to &#34;buy&#34; from &#34;hold&#34; as a hedge against inflation and prospects of more investments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.</p><p>About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","GOOG":"谷歌","BK4077":"互动媒体与服务","BK4525":"远程办公概念","BK4554":"元宇宙及AR概念","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218403389","content_text":"Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.Losses accelerated into the end of Tuesday's up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&P 500 fell for a fourth straight session.U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.\"I think it is just investors trying to probe whether it is worth buying the dips and we had a real big one yesterday,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. \"Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.\"“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.The Dow Jones Industrial Average    fell 184.74 points, or 0.56%, to 32,632.64, the S&P 500    lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite    dropped 35.41 points, or 0.28%, to 12,795.55.Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.Gains in megacap growth stocks, such as Tesla, Meta Platforms and Alphabet, helped mitigate losses for the S&P 500.The energy sector, a standout performer this year,  continued its charge higher, rising 1.4%.Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.\"There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,\" said James Ragan, director of wealth management research at D.A. Davidson. \"I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.\"Ukraine's government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a \"special operation\", had promised to open to let residents flee the besieged port of Mariupol.Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker's stock to \"buy\" from \"hold\" as a hedge against inflation and prospects of more investments.Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035390929,"gmtCreate":1647502042802,"gmtModify":1676534238214,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"People been too optimistic. This US China relationship is still very&nbsp;shaky. US now busy fixing&nbsp;Russia no time and do t want to provoke China first. Wait see what will happen after Russia war.... US will stir shit again!&nbsp;","listText":"People been too optimistic. This US China relationship is still very&nbsp;shaky. US now busy fixing&nbsp;Russia no time and do t want to provoke China first. Wait see what will happen after Russia war.... US will stir shit again!&nbsp;","text":"People been too optimistic. This US China relationship is still very shaky. US now busy fixing Russia no time and do t want to provoke China first. Wait see what will happen after Russia war.... US will stir shit again!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035390929","repostId":"1144208269","repostType":2,"repost":{"id":"1144208269","kind":"news","pubTimestamp":1647484818,"share":"https://ttm.financial/m/news/1144208269?lang=&edition=fundamental","pubTime":"2022-03-17 10:40","market":"us","language":"en","title":"NIO Has Pivoted and Looks Set to Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1144208269","media":"TipRanks","summary":"NIO (NIO) is a Chinese multinational electronic vehicle designer and manufacturer. The company has developed a stronghold in the Chinese market with its product-driven business model. I am bullish on ","content":"<div>\n<p>NIO (NIO) is a Chinese multinational electronic vehicle designer and manufacturer. The company has developed a stronghold in the Chinese market with its product-driven business model. I am bullish on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-has-pivoted-and-looks-set-to-surge/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Has Pivoted and Looks Set to Surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Has Pivoted and Looks Set to Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/nio-has-pivoted-and-looks-set-to-surge/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO (NIO) is a Chinese multinational electronic vehicle designer and manufacturer. The company has developed a stronghold in the Chinese market with its product-driven business model. I am bullish on ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/nio-has-pivoted-and-looks-set-to-surge/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.tipranks.com/news/article/nio-has-pivoted-and-looks-set-to-surge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144208269","content_text":"NIO (NIO) is a Chinese multinational electronic vehicle designer and manufacturer. The company has developed a stronghold in the Chinese market with its product-driven business model. I am bullish on the stock.NIO’s Hong Kong ListingNIO announced on March 9 that it successfully listed its shares on the Hong Kong Stock Exchange. The newly listed shares are fully fungible with its NYSE-listed depositary receipts, meaning that one share of NIO in Hong Kong is replicated by its ADRs listed in the United States.The automaker stated that its rationale for listing in Hong Kong is to further expand its investor base and increase its access to capital markets.The outstanding benefit of its secondary listing is that it provides NIO with an additional stream of investment inflow, allowing it to scale its operations much faster than it has in the past.Additionally, there’s been much talk of Chinese ADRs being subject to delistings by the SEC. The magnitude of NIO’s capital raise in Hong Kong hedges the funding risks that the firm is facing in the United States.FundamentalsAs things stand, the EV market in China has an advantage over the rest of the world in that it isn’t operating in an economy with red hot inflation. China’s inflation rate has only increased by 0.90% during the past year, while the USA’s inflation has spiked by 7.9%.Thus, we’re likely to see Chinese consumers possess superior real purchasing power than the United States’ consumers, and this could be something that investors will emphasize when searching for a “best-in-class” EV stock.I’m expecting many investors to pivot towards stocks of companies that sell Veblen goods in markets that hold a few big players rather than a broad dispersion of substitute products, and NIO could end up on the winning side if it pans out that way.Oversold Territory & UndervaluedNIO is an oversold asset as its RSI is trading near 30 on a weekly timeframe, meaning that it’s a genuine “buy the dip” opportunity. Much of the ADR’s value was shed during the past six months due to geopolitical risks. However, most systemic risks have seemingly been priced in, and I think there’s value in abundance from here on in.The ADR is trading at a price-to-sales discount of 64% relative to its five-year average, suggesting that the market hasn’t taken note of the company’s recent scale.Additionally, NIO’s tangible book value has risen by ~210% during the past year, which results in a higher intrinsic value, especially considering the firm has trimmed its total debt/equity ratio down to only 69.2%.Wall Street’s TakeTurning to Wall Street, NIO has a Strong Buy consensus rating, based on 10 Buys and two Holds assigned in the past three months.The average NIO price target of $51.14 implies 185.7% upside potential.Concluding ThoughtsNIO’s listing on the Hong Kong Stock Exchange provides it with an additional stream of funding, allowing it to scale faster than it did in the past. Fundamental factors align well with the ADR’s prospects, especially considering the fact that it’s trading at a discount relative to its historical average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274801774930","authorId":"3479274801774930","name":"SiongZ","avatar":"https://static.tigerbbs.com/9ff565a6f54c24e1fc4110226338d657","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274801774930","authorIdStr":"3479274801774930"},"content":"According to the talks between China and the United States in Rome a few days ago, it seems that some positive agreements have been reached, which will help to promote the peaceful settlement of the Ukrainian war and jointly deal with the current economic problems facing the world.","text":"According to the talks between China and the United States in Rome a few days ago, it seems that some positive agreements have been reached, which will help to promote the peaceful settlement of the Ukrainian war and jointly deal with the current economic problems facing the world.","html":"According to the talks between China and the United States in Rome a few days ago, it seems that some positive agreements have been reached, which will help to promote the peaceful settlement of the Ukrainian war and jointly deal with the current economic problems facing the world."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018739765,"gmtCreate":1649086199248,"gmtModify":1676534448315,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ha.... Go ahead..&nbsp;","listText":"Ha.... Go ahead..&nbsp;","text":"Ha.... Go ahead..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018739765","repostId":"2224816375","repostType":2,"repost":{"id":"2224816375","kind":"highlight","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<html><head></head><body><p>The past six months have been a turbulent ride for investors in <b>Sea Limited</b>, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.</p><p>These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672698%2Fwoman-shipping-products-ecommerce-sea.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Is international expansion hitting a roadblock?</h2><p>Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.</p><p>Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors&#39; eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.</p><p>Why would Sea exit potentially <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.</p><h2>Digging deeper may offer some clues</h2><p>The seeds of Sea&#39;s exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included <i>Free Fire</i>, Garena&#39;s wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was <i>Free Fire</i> banned, when Sea is a Singaporean company, not a Chinese one.</p><p>One likely reason is that <b>Tencent Holdings</b>, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted <i>Free Fire Max</i>, the premium version of <i>Free Fire</i>, to continue operations in India.</p><p>So how does the above event lead to Sea&#39;s India exit for Shopee? <i>Free Fire</i> is at the center of Sea&#39;s playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users&#39; online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed <i>Free Fire</i> to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.</p><p><i>Free Fire Max</i> doesn&#39;t have the same reach as it requires mobile phones with higher-end configurations. Not having <i>Free Fire</i> to lay the foundation in India threw a wrench in Sea&#39;s proven formula for expansion.</p><p>Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn&#39;t mean it won&#39;t do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea&#39;s move to shutter its e-commerce operation in India looks like a smart and proactive business decision.</p><h2>Robust execution and long runway bode well</h2><p>Sea&#39;s founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy <i>Free Fire</i> in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. <i>Free Fire</i> has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea&#39;s total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.</p><p>The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea&#39;s investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.</p><p>The global opportunity for Sea remains large. Southeast Asia, Sea&#39;s core market, is one of the world&#39;s fastest-growing regions with a population rising over 50% faster than the United States&#39; and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.</p><p>The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.</p><p>Despite shutting down its e-commerce operation in India, Sea is projecting Shopee&#39;s revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea&#39;s global scale and its ability to overcome hurdles in its growth trajectory.</p><h2>Now may be a good time to board the ship</h2><p>Management is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and <i>Free Fire</i>&#39;s ban in India. But Li remains aspirational and focused on the long-term prospects of the company.</p><p>Responding to the over 65% drop in the company&#39;s share price, Li assured employees in an email: &#34;Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly <i>maximise our long-term potential</i>.&#34; Lee went on to say: &#34;The scale of our ambition remains unchanged: to make a long-lasting mark in history.&#34;</p><p>Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea&#39;s strategy of <i>failing fast</i> leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.</p><p><img src=\"https://static.tigerbbs.com/6a51ad9bb122e14425e4fa9b19c3f402\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.</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>Don't Let This 1 Decision Sour You on Sea Limited</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\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094083236,"gmtCreate":1645022066294,"gmtModify":1676533987374,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094083236","repostId":"1120161802","repostType":2,"repost":{"id":"1120161802","kind":"news","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":1645021850,"share":"https://ttm.financial/m/news/1120161802?lang=&edition=fundamental","pubTime":"2022-02-16 22:30","market":"us","language":"en","title":"Dow Falls for a 4th Day in 5 as Traders Assess Geopolitical Risks, Next Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=1120161802","media":"Tiger Newspress","summary":"Stocks dipped Wednesday after jumping a day earlier when an apparent deescalation of Russian advance","content":"<html><head></head><body><p>Stocks dipped Wednesday after jumping a day earlier when an apparent deescalation of Russian advances in Ukraine helped boost U.S. equities. Investors also eyed a fresh print on the state of consumer spending in the Commerce Department&#39;s latest retail sales report, which showed a larger-than-expected rebound in consumption at the start of the year.</p><p>The S&amp;P 500 edged down. On Tuesday, the index closed higher by 1.6% in its first rise in four sessions. The jump came amid an announcement from Russia that it had pulled back troops near Ukraine and was seeking to continue diplomatic efforts with the West. However, President Joe Biden said during a news conference Tuesday afternoon that a Russian invasion of Ukraine remained &#34;distinctly possible,&#34; while noting that diplomacy should be given &#34;every chance to succeed.&#34;</p><p>Crude oil prices and energy stocks rose Wednesday to recover some of Tuesday&#39;s losses, as the latest geopolitical headlines appeared to reduce the threat of immediate military action and potential disruption of Russian energy supplies. West Texas intermediate crude oil futures rose above $93 per barrel, hovering near a seven-year high.</p><p>The latest move to the upside across the broader stock indexes represented a momentary relief rally after a three-day losing streak, but only modestly unwound year-to-date losses as concerns over inflation and the Federal Reserve&#39;s next move lingered. And with inflation running at multi-decade highs, uncertainty around the trajectory of domestic economic growth has remained an ongoing point of concern for investors. Wholesale prices surged by 9.7% in January over last year, representing a near-record jump.</p><p>&#34;At the moment, the market is twisting and turning on headlines, and we wouldn&#39;t overplay it either way. There&#39;s still a lot of uncertainty around this geopolitical risk,&#34; Matthew Miskin, John Hancock Investment Management co-chief investment strategist, told Yahoo Finance Live. &#34;We&#39;re looking at the earnings picture — still pretty good. Economic data is OK. But right now we&#39;re kind of stuck in this stagflation-type environment, where the economic data is kind of stagnating and yet inflationary pressures are still building.&#34;</p><p>&#34;We&#39;re kind of in this air pocket here where we&#39;re still in this stagflation-type backdrop,&#34; he added. &#34;We think growth [will] come back here in the next couple months, earnings stay solid, and equities offer a bit of an opportunity&#34;</p><p>Another set of corporate earnings came in mixed. Roblox (RBLX) shares tumbled after the video-game company posted quarterly gross bookings that fell short of Wall Street&#39;s estimates, signaling some slowing growth as stay-in-place behavior eased. ViacomCBS (VIAC) missed expectations for fourth-quarter profit and announced the company&#39;s name was changing to Paramount in a nod to its streaming platform, Paramount+. Airbnb (ABNB), meanwhile, posted fourth-quarter sales and bookings that topped estimates, becoming one of the latest accommodations companies to highlight encouraging trends in the travel recovery.</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>Dow Falls for a 4th Day in 5 as Traders Assess Geopolitical Risks, Next Fed</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\">\nDow Falls for a 4th Day in 5 as Traders Assess Geopolitical Risks, Next Fed\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\">2022-02-16 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks dipped Wednesday after jumping a day earlier when an apparent deescalation of Russian advances in Ukraine helped boost U.S. equities. Investors also eyed a fresh print on the state of consumer spending in the Commerce Department&#39;s latest retail sales report, which showed a larger-than-expected rebound in consumption at the start of the year.</p><p>The S&amp;P 500 edged down. On Tuesday, the index closed higher by 1.6% in its first rise in four sessions. The jump came amid an announcement from Russia that it had pulled back troops near Ukraine and was seeking to continue diplomatic efforts with the West. However, President Joe Biden said during a news conference Tuesday afternoon that a Russian invasion of Ukraine remained &#34;distinctly possible,&#34; while noting that diplomacy should be given &#34;every chance to succeed.&#34;</p><p>Crude oil prices and energy stocks rose Wednesday to recover some of Tuesday&#39;s losses, as the latest geopolitical headlines appeared to reduce the threat of immediate military action and potential disruption of Russian energy supplies. West Texas intermediate crude oil futures rose above $93 per barrel, hovering near a seven-year high.</p><p>The latest move to the upside across the broader stock indexes represented a momentary relief rally after a three-day losing streak, but only modestly unwound year-to-date losses as concerns over inflation and the Federal Reserve&#39;s next move lingered. And with inflation running at multi-decade highs, uncertainty around the trajectory of domestic economic growth has remained an ongoing point of concern for investors. Wholesale prices surged by 9.7% in January over last year, representing a near-record jump.</p><p>&#34;At the moment, the market is twisting and turning on headlines, and we wouldn&#39;t overplay it either way. There&#39;s still a lot of uncertainty around this geopolitical risk,&#34; Matthew Miskin, John Hancock Investment Management co-chief investment strategist, told Yahoo Finance Live. &#34;We&#39;re looking at the earnings picture — still pretty good. Economic data is OK. But right now we&#39;re kind of stuck in this stagflation-type environment, where the economic data is kind of stagnating and yet inflationary pressures are still building.&#34;</p><p>&#34;We&#39;re kind of in this air pocket here where we&#39;re still in this stagflation-type backdrop,&#34; he added. &#34;We think growth [will] come back here in the next couple months, earnings stay solid, and equities offer a bit of an opportunity&#34;</p><p>Another set of corporate earnings came in mixed. Roblox (RBLX) shares tumbled after the video-game company posted quarterly gross bookings that fell short of Wall Street&#39;s estimates, signaling some slowing growth as stay-in-place behavior eased. ViacomCBS (VIAC) missed expectations for fourth-quarter profit and announced the company&#39;s name was changing to Paramount in a nod to its streaming platform, Paramount+. Airbnb (ABNB), meanwhile, posted fourth-quarter sales and bookings that topped estimates, becoming one of the latest accommodations companies to highlight encouraging trends in the travel recovery.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120161802","content_text":"Stocks dipped Wednesday after jumping a day earlier when an apparent deescalation of Russian advances in Ukraine helped boost U.S. equities. Investors also eyed a fresh print on the state of consumer spending in the Commerce Department's latest retail sales report, which showed a larger-than-expected rebound in consumption at the start of the year.The S&P 500 edged down. On Tuesday, the index closed higher by 1.6% in its first rise in four sessions. The jump came amid an announcement from Russia that it had pulled back troops near Ukraine and was seeking to continue diplomatic efforts with the West. However, President Joe Biden said during a news conference Tuesday afternoon that a Russian invasion of Ukraine remained \"distinctly possible,\" while noting that diplomacy should be given \"every chance to succeed.\"Crude oil prices and energy stocks rose Wednesday to recover some of Tuesday's losses, as the latest geopolitical headlines appeared to reduce the threat of immediate military action and potential disruption of Russian energy supplies. West Texas intermediate crude oil futures rose above $93 per barrel, hovering near a seven-year high.The latest move to the upside across the broader stock indexes represented a momentary relief rally after a three-day losing streak, but only modestly unwound year-to-date losses as concerns over inflation and the Federal Reserve's next move lingered. And with inflation running at multi-decade highs, uncertainty around the trajectory of domestic economic growth has remained an ongoing point of concern for investors. Wholesale prices surged by 9.7% in January over last year, representing a near-record jump.\"At the moment, the market is twisting and turning on headlines, and we wouldn't overplay it either way. There's still a lot of uncertainty around this geopolitical risk,\" Matthew Miskin, John Hancock Investment Management co-chief investment strategist, told Yahoo Finance Live. \"We're looking at the earnings picture — still pretty good. Economic data is OK. But right now we're kind of stuck in this stagflation-type environment, where the economic data is kind of stagnating and yet inflationary pressures are still building.\"\"We're kind of in this air pocket here where we're still in this stagflation-type backdrop,\" he added. \"We think growth [will] come back here in the next couple months, earnings stay solid, and equities offer a bit of an opportunity\"Another set of corporate earnings came in mixed. Roblox (RBLX) shares tumbled after the video-game company posted quarterly gross bookings that fell short of Wall Street's estimates, signaling some slowing growth as stay-in-place behavior eased. ViacomCBS (VIAC) missed expectations for fourth-quarter profit and announced the company's name was changing to Paramount in a nod to its streaming platform, Paramount+. Airbnb (ABNB), meanwhile, posted fourth-quarter sales and bookings that topped estimates, becoming one of the latest accommodations companies to highlight encouraging trends in the travel recovery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019363361,"gmtCreate":1648533449990,"gmtModify":1676534350964,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Buy more... Arkk to the moon....&nbsp;","listText":"Buy more... Arkk to the moon....&nbsp;","text":"Buy more... Arkk to the moon....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019363361","repostId":"1141266128","repostType":4,"repost":{"id":"1141266128","kind":"news","pubTimestamp":1648515687,"share":"https://ttm.financial/m/news/1141266128?lang=&edition=fundamental","pubTime":"2022-03-29 09:01","market":"us","language":"en","title":"Cathie Wood's ARK Invest Trades for 3/28: Buy Burning Rock Biotech, Sell Vertex","url":"https://stock-news.laohu8.com/highlight/detail?id=1141266128","media":"24/7 wall street","summary":"Market edged higher to close out Monday on a positive note after a somewhat choppy trading session.A","content":"<html><head></head><body><p>Market edged higher to close out Monday on a positive note after a somewhat choppy trading session.</p><p>ARK Funds pushed higher with one exception. </p><p>ARKW performed the best out of the group, with a 4.5% gain on the day, while ARKX did the worst, down 0.9%.</p><p><b>Cathie Wood&#39;s ARK Invest Buys for 3/28</b></p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here are some notable purchases in this fund: NO BUYS</p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable buys in this fund: 34,412 shares of Adaptive Biotechnologies &amp; 164,657 shares of Burning Rock Biotech.</p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable purchases in this fund: 62,877 shares of Coinbase.</p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable purchases in the fund: 35,000 share of BYD &amp; 534,829 shares of Matterport.</p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable purchases in the fund: 43,638 shares of Monday.com.</p><p>Check out all the buys here:</p><p><img src=\"https://static.tigerbbs.com/519ee7a2348aea8e58ac9624993c9282\" tg-width=\"953\" tg-height=\"548\" width=\"100%\" height=\"auto\"/><b>Cathie Wood&#39;s ARK Invest Sells for 3/28</b></p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. Notable trades in the fund: 9,118 shares of Garmin &amp; 10,014 shares of Mynaric.</p><p>The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here is a notable sale in this fund: NO SALES</p><p>ARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here is a notable sale in this fund: 4,771 shares of Vertex Pharma.</p><p>ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are the notable sales in this fund: NO SALES</p><p>ARK Autonomous Technology &amp; Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are a couple of notable trades in the fund: 17,498 shares of Aerovironment.</p><p>ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable sales in this fund: 44,470 shares of Splunk.</p><p>Ark Space Exploration &amp; Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. A notable sale in this fund: 3,518 shares of Aerovironment &amp; 1,509 shares of Thales.</p><p>Check out all the trades here:</p><p><img src=\"https://static.tigerbbs.com/51ee57c779c9cde5747df3627fa8d2a4\" tg-width=\"894\" tg-height=\"487\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1620372341666","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's ARK Invest Trades for 3/28: Buy Burning Rock Biotech, Sell Vertex</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's ARK Invest Trades for 3/28: Buy Burning Rock Biotech, Sell Vertex\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2022/03/28/cathie-woods-ark-invest-sells-for-3-28/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Market edged higher to close out Monday on a positive note after a somewhat choppy trading session.ARK Funds pushed higher with one exception. ARKW performed the best out of the group, with a 4.5% ...</p>\n\n<a href=\"https://247wallst.com/investing/2022/03/28/cathie-woods-ark-invest-sells-for-3-28/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://247wallst.com/investing/2022/03/28/cathie-woods-ark-invest-sells-for-3-28/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141266128","content_text":"Market edged higher to close out Monday on a positive note after a somewhat choppy trading session.ARK Funds pushed higher with one exception. ARKW performed the best out of the group, with a 4.5% gain on the day, while ARKX did the worst, down 0.9%.Cathie Wood's ARK Invest Buys for 3/28The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here are some notable purchases in this fund: NO BUYSARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here are some notable buys in this fund: 34,412 shares of Adaptive Biotechnologies & 164,657 shares of Burning Rock Biotech.ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are some notable purchases in this fund: 62,877 shares of Coinbase.ARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are some notable purchases in the fund: 35,000 share of BYD & 534,829 shares of Matterport.ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable purchases in the fund: 43,638 shares of Monday.com.Check out all the buys here:Cathie Wood's ARK Invest Sells for 3/28Ark Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. Notable trades in the fund: 9,118 shares of Garmin & 10,014 shares of Mynaric.The ARK Fintech Innovation ETF (NYSEARCA: ARKF) deals mainly with up-and-coming fintech stocks, as the name suggests. Some of its biggest holdings include Square, Zillow, Pinterest, PayPal and Alibaba. Net assets for the fund are currently $2.2 billion. Here is a notable sale in this fund: NO SALESARK Genomic Revolution ETF (NYSEARCA: ARKG) looks at companies across multiple industries, but the general focus is on health care and companies that are changing the game technologically in this field. The biggest holdings are Pacific Biosciences, Teladoc Health, CRISPR and Fate Therapeutics. Net assets for the fund are currently $5.1 billion. Here is a notable sale in this fund: 4,771 shares of Vertex Pharma.ARK Innovation ETF (NYSEARCA: ARKK) has a particular focus on disruptive innovation across multiple industries, but primarily tech. Some of the biggest names are in this fund, including Tesla, Roku, Square, Zillow and Spotify. Net assets for this fund are currently $16.2 billion. Here are the notable sales in this fund: NO SALESARK Autonomous Technology & Robotics ETF (NYSEARCA: ARKQ) is focused, unsurprisingly, on companies that are in the field of autonomous technology and robotics, specifically ones that are disruptively innovating. Big names in this fund include Tesla, Alphabet, JD.com, Baidu and Iridium. Net assets for this fund are currently $2.2 billion. Here are a couple of notable trades in the fund: 17,498 shares of Aerovironment.ARK Next Generation Internet ETF (NYSEARCA: ARKW) is focused on companies that are disruptively innovating within the theme of the next generation of the internet. Some names in this fund are similar to the others, including Tesla, Square, Grayscale Bitcoin Trust, Facebook and Snap. Net assets for this fund are currently $3.8 billion. Here are the notable sales in this fund: 44,470 shares of Splunk.Ark Space Exploration & Innovation ETF (NYSEARCA: ARKX) is focused primarily on companies developing technology around spaceflight. Big names in this fund include Trimble, Kratos, Nvidia, Amazon and Iridium. Net assets for this fund are currently $468.9 million. A notable sale in this fund: 3,518 shares of Aerovironment & 1,509 shares of Thales.Check out all the trades here:","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037341144,"gmtCreate":1648041796712,"gmtModify":1676534295795,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037341144","repostId":"1115359079","repostType":4,"repost":{"id":"1115359079","kind":"news","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":1648036619,"share":"https://ttm.financial/m/news/1115359079?lang=&edition=fundamental","pubTime":"2022-03-23 19:56","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115359079","media":"Tiger Newspress","summary":"U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the ","content":"<html><head></head><body><p>U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the potential for the Federal Reserve to take an even more aggressive approach to rein in inflation.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 107 points, or 0.31%, S&amp;P 500 e-minis were down 17.75 points, or 0.39%, and Nasdaq 100 e-minis were down 93 points, or 0.63%.</p><p><img src=\"https://static.tigerbbs.com/4ec43a12b156bed399c218b8a54931f8\" tg-width=\"314\" tg-height=\"124\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/GIS\">General Mills</a></b> – General Mills gained 1.6% in the premarket after reporting better-than-expected quarterly earnings and raising its full-year outlook. The food maker earned an adjusted 84 cents per share, 6 cents above estimates, with revenue essentially in line with analyst forecasts. General Mills said demand for food at home continues to be elevated.</p><p><b><a href=\"https://laohu8.com/S/WGO\">Winnebago</a></b> – The recreational vehicle maker reported adjusted quarterly earnings of $3.14 per share, beating the $2.94 consensus estimate, and revenue also topped Street forecasts. Results were helped by strong consumer demand and higher prices. However, Winnebago shares lost 2.4% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> – GameStop soared 12.4% in premarket trading after an SEC filing showed that Chairman Ryan Cohen had bought 100,000 additional shares, raising his stake in the videogame retailer to 11.9%.</p><p><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> – Adobe beat estimates by 3 cents with adjusted quarterly earnings of $3.37 per share. The software maker’s revenue was slightly above estimates. However, Adobe cut its forecast for a key subscription revenue measure, expecting a $75 million hit for existing business in Russia and Belarus. Adobe slid 2.7% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b>,<b><a href=\"https://laohu8.com/S/CGC\">Canopy Growth Corporation</a></b>,<b><a href=\"https://laohu8.com/S/ACB\">Aurora Cannabis Inc</a></b>,<b><a href=\"https://laohu8.com/S/SNDL\">Sundial Growers Inc.</a></b> – U.S.-listed marijuana stocks jumped in the premarket following news of two takeover deals in the industry. Cresco Labs is buying Columbia Care for $2 billion in stock, while Aurora Cannabis is acquiring Thrive Cannabis parent TerraFarma for C$38 billion in cash and stock plus certain incentives. Tilray jumped 10.9% in the premarket, with Canopy Growth up 4%, Aurora Cannabis rallying 7.6% and Sundial surging 8.6%.</p><p><b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> – Okta said a preliminary investigation found no evidence of ongoing malicious activity, following news of a hacker breach. The digital authentication company said up to 366 customers may have been impacted by the breach, but noted hackers gained only limited access. Okta dropped 3.6% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/NLSN\">Nielsen Holdings PLC</a></b> – Private equity firms Brookfield Asset Management and Elliott Investment Management are considering raising their offer for Nielsen, according to people familiar with the matter who spoke to Bloomberg. Nielsen had rejected a prior offer of $25.40 per share, saying it undervalued the company.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark, Inc.</a></b> – Poshmark slid 9.4% in the premarket after the operator of a new and used clothing marketplace gave weaker-than-expected guidance for the current quarter. Poshmark reported better-than-expected revenue for its most recent quarter, along with a slightly smaller-than-expected loss.</p><p><b>Market News</b></p><p><b><a href=\"https://laohu8.com/S/00700\">TENCENT</a></b> on Wednesday posted an 8 percent rise in fourth-quarter revenue in its slowest growth since going public in 2004, revenue rose to 144.2 billion yuan ($22.63 billion) from 133.7 billion</p><p>Elon Musk’s tweets about <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> will remain a valid subject for government investigation even if a court decides to throw out a 2018 agreement between the billionaire and the U.S. Securities and Exchange Commission, the agency told a judge.</p><p>Boston Consulting Group claims it hasn’t been paid about $30 million in fees for its work “setting the company on a more sustainable path” 2 1/2 years ago.<b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> said it will fight the suit, which it said lacks merit and reflects BCG’s “prioritization of excessive fees over clients’ interests.”</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> said that the hacker group Lapsus$ gained “limited access” to its systems, following a claim by the group that it obtained source code for the Bing search engine and Cortana voice assistant.</p><p>House Speaker Nancy Pelosi (D-Calif.) disclosed her financier husband purchased more than $2 million in <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> stock last week, marking one of the lawmaker&#39;s biggest equity investments this year</p><p><b><a href=\"https://laohu8.com/S/TM\">Toyota</a></b> announced a 100 billion yen ($826 million) stock buyback, with its shares trading more than 10% off recent highs. It will repurchase the shares between Thursday and May 10, around the time it typically announces full-year earnings.</p><p>Hundreds of customers of digital authentication firm <b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> have possibly been affected by a security breach caused by a hacking group known as Lapsus$, the company said on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a></b> said it will invest more than 7 billion euros ($7.7 billion) in Spain including a battery plant alongside a range of suppliers to establish an electric-vehicle supply chain in the country.</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>Pre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%\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\">2022-03-23 19:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the potential for the Federal Reserve to take an even more aggressive approach to rein in inflation.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 107 points, or 0.31%, S&amp;P 500 e-minis were down 17.75 points, or 0.39%, and Nasdaq 100 e-minis were down 93 points, or 0.63%.</p><p><img src=\"https://static.tigerbbs.com/4ec43a12b156bed399c218b8a54931f8\" tg-width=\"314\" tg-height=\"124\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/GIS\">General Mills</a></b> – General Mills gained 1.6% in the premarket after reporting better-than-expected quarterly earnings and raising its full-year outlook. The food maker earned an adjusted 84 cents per share, 6 cents above estimates, with revenue essentially in line with analyst forecasts. General Mills said demand for food at home continues to be elevated.</p><p><b><a href=\"https://laohu8.com/S/WGO\">Winnebago</a></b> – The recreational vehicle maker reported adjusted quarterly earnings of $3.14 per share, beating the $2.94 consensus estimate, and revenue also topped Street forecasts. Results were helped by strong consumer demand and higher prices. However, Winnebago shares lost 2.4% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> – GameStop soared 12.4% in premarket trading after an SEC filing showed that Chairman Ryan Cohen had bought 100,000 additional shares, raising his stake in the videogame retailer to 11.9%.</p><p><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> – Adobe beat estimates by 3 cents with adjusted quarterly earnings of $3.37 per share. The software maker’s revenue was slightly above estimates. However, Adobe cut its forecast for a key subscription revenue measure, expecting a $75 million hit for existing business in Russia and Belarus. Adobe slid 2.7% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b>,<b><a href=\"https://laohu8.com/S/CGC\">Canopy Growth Corporation</a></b>,<b><a href=\"https://laohu8.com/S/ACB\">Aurora Cannabis Inc</a></b>,<b><a href=\"https://laohu8.com/S/SNDL\">Sundial Growers Inc.</a></b> – U.S.-listed marijuana stocks jumped in the premarket following news of two takeover deals in the industry. Cresco Labs is buying Columbia Care for $2 billion in stock, while Aurora Cannabis is acquiring Thrive Cannabis parent TerraFarma for C$38 billion in cash and stock plus certain incentives. Tilray jumped 10.9% in the premarket, with Canopy Growth up 4%, Aurora Cannabis rallying 7.6% and Sundial surging 8.6%.</p><p><b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> – Okta said a preliminary investigation found no evidence of ongoing malicious activity, following news of a hacker breach. The digital authentication company said up to 366 customers may have been impacted by the breach, but noted hackers gained only limited access. Okta dropped 3.6% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/NLSN\">Nielsen Holdings PLC</a></b> – Private equity firms Brookfield Asset Management and Elliott Investment Management are considering raising their offer for Nielsen, according to people familiar with the matter who spoke to Bloomberg. Nielsen had rejected a prior offer of $25.40 per share, saying it undervalued the company.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark, Inc.</a></b> – Poshmark slid 9.4% in the premarket after the operator of a new and used clothing marketplace gave weaker-than-expected guidance for the current quarter. Poshmark reported better-than-expected revenue for its most recent quarter, along with a slightly smaller-than-expected loss.</p><p><b>Market News</b></p><p><b><a href=\"https://laohu8.com/S/00700\">TENCENT</a></b> on Wednesday posted an 8 percent rise in fourth-quarter revenue in its slowest growth since going public in 2004, revenue rose to 144.2 billion yuan ($22.63 billion) from 133.7 billion</p><p>Elon Musk’s tweets about <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> will remain a valid subject for government investigation even if a court decides to throw out a 2018 agreement between the billionaire and the U.S. Securities and Exchange Commission, the agency told a judge.</p><p>Boston Consulting Group claims it hasn’t been paid about $30 million in fees for its work “setting the company on a more sustainable path” 2 1/2 years ago.<b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> said it will fight the suit, which it said lacks merit and reflects BCG’s “prioritization of excessive fees over clients’ interests.”</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> said that the hacker group Lapsus$ gained “limited access” to its systems, following a claim by the group that it obtained source code for the Bing search engine and Cortana voice assistant.</p><p>House Speaker Nancy Pelosi (D-Calif.) disclosed her financier husband purchased more than $2 million in <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> stock last week, marking one of the lawmaker&#39;s biggest equity investments this year</p><p><b><a href=\"https://laohu8.com/S/TM\">Toyota</a></b> announced a 100 billion yen ($826 million) stock buyback, with its shares trading more than 10% off recent highs. It will repurchase the shares between Thursday and May 10, around the time it typically announces full-year earnings.</p><p>Hundreds of customers of digital authentication firm <b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> have possibly been affected by a security breach caused by a hacking group known as Lapsus$, the company said on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a></b> said it will invest more than 7 billion euros ($7.7 billion) in Spain including a battery plant alongside a range of suppliers to establish an electric-vehicle supply chain in the country.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115359079","content_text":"U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the potential for the Federal Reserve to take an even more aggressive approach to rein in inflation.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 107 points, or 0.31%, S&P 500 e-minis were down 17.75 points, or 0.39%, and Nasdaq 100 e-minis were down 93 points, or 0.63%.Pre-Market MoversGeneral Mills – General Mills gained 1.6% in the premarket after reporting better-than-expected quarterly earnings and raising its full-year outlook. The food maker earned an adjusted 84 cents per share, 6 cents above estimates, with revenue essentially in line with analyst forecasts. General Mills said demand for food at home continues to be elevated.Winnebago – The recreational vehicle maker reported adjusted quarterly earnings of $3.14 per share, beating the $2.94 consensus estimate, and revenue also topped Street forecasts. Results were helped by strong consumer demand and higher prices. However, Winnebago shares lost 2.4% in premarket action.GameStop – GameStop soared 12.4% in premarket trading after an SEC filing showed that Chairman Ryan Cohen had bought 100,000 additional shares, raising his stake in the videogame retailer to 11.9%.Adobe – Adobe beat estimates by 3 cents with adjusted quarterly earnings of $3.37 per share. The software maker’s revenue was slightly above estimates. However, Adobe cut its forecast for a key subscription revenue measure, expecting a $75 million hit for existing business in Russia and Belarus. Adobe slid 2.7% in the premarket.Tilray Inc.,Canopy Growth Corporation,Aurora Cannabis Inc,Sundial Growers Inc. – U.S.-listed marijuana stocks jumped in the premarket following news of two takeover deals in the industry. Cresco Labs is buying Columbia Care for $2 billion in stock, while Aurora Cannabis is acquiring Thrive Cannabis parent TerraFarma for C$38 billion in cash and stock plus certain incentives. Tilray jumped 10.9% in the premarket, with Canopy Growth up 4%, Aurora Cannabis rallying 7.6% and Sundial surging 8.6%.Okta Inc. – Okta said a preliminary investigation found no evidence of ongoing malicious activity, following news of a hacker breach. The digital authentication company said up to 366 customers may have been impacted by the breach, but noted hackers gained only limited access. Okta dropped 3.6% in premarket action.Nielsen Holdings PLC – Private equity firms Brookfield Asset Management and Elliott Investment Management are considering raising their offer for Nielsen, according to people familiar with the matter who spoke to Bloomberg. Nielsen had rejected a prior offer of $25.40 per share, saying it undervalued the company.Poshmark, Inc. – Poshmark slid 9.4% in the premarket after the operator of a new and used clothing marketplace gave weaker-than-expected guidance for the current quarter. Poshmark reported better-than-expected revenue for its most recent quarter, along with a slightly smaller-than-expected loss.Market NewsTENCENT on Wednesday posted an 8 percent rise in fourth-quarter revenue in its slowest growth since going public in 2004, revenue rose to 144.2 billion yuan ($22.63 billion) from 133.7 billionElon Musk’s tweets about Tesla Motors will remain a valid subject for government investigation even if a court decides to throw out a 2018 agreement between the billionaire and the U.S. Securities and Exchange Commission, the agency told a judge.Boston Consulting Group claims it hasn’t been paid about $30 million in fees for its work “setting the company on a more sustainable path” 2 1/2 years ago.GameStop said it will fight the suit, which it said lacks merit and reflects BCG’s “prioritization of excessive fees over clients’ interests.”Microsoft said that the hacker group Lapsus$ gained “limited access” to its systems, following a claim by the group that it obtained source code for the Bing search engine and Cortana voice assistant.House Speaker Nancy Pelosi (D-Calif.) disclosed her financier husband purchased more than $2 million in Tesla Motors stock last week, marking one of the lawmaker's biggest equity investments this yearToyota announced a 100 billion yen ($826 million) stock buyback, with its shares trading more than 10% off recent highs. It will repurchase the shares between Thursday and May 10, around the time it typically announces full-year earnings.Hundreds of customers of digital authentication firm Okta Inc. have possibly been affected by a security breach caused by a hacking group known as Lapsus$, the company said on Tuesday.Volkswagen AG said it will invest more than 7 billion euros ($7.7 billion) in Spain including a battery plant alongside a range of suppliers to establish an electric-vehicle supply chain in the country.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082339367,"gmtCreate":1650519134988,"gmtModify":1676534743782,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Good drop more","listText":"Good drop more","text":"Good drop more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082339367","repostId":"2229668973","repostType":4,"repost":{"id":"2229668973","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1650496627,"share":"https://ttm.financial/m/news/2229668973?lang=&edition=fundamental","pubTime":"2022-04-21 07:17","market":"us","language":"en","title":"US STOCKS-Nasdaq Drops as Netflix Subscriber Numbers Weigh on Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2229668973","media":"Reuters","summary":"* Procter & Gamble up on raising FY sales forecast* IBM gains on upbeat forecast, Q1 results beat* N","content":"<html><head></head><body><p>* Procter &amp; Gamble up on raising FY sales forecast</p><p>* <a href=\"https://laohu8.com/S/IBM\">IBM</a> gains on upbeat forecast, Q1 results beat</p><p>* Netflix slumps after Q1 subscriber loss</p><p>* Indexes: Dow up 0.71%, S&amp;P slips 0.06%, Nasdaq off 1.22%</p><p>The tech-heavy Nasdaq dropped on Wednesday as Netflix&#39;s surprise decline in subscribers weighed on both the streaming giant and other high-growth companies, which investors feared may face similar post-pandemic performance issues.</p><p>By contrast, the blue-chip Dow was driven to a second-successive higher close by positive earnings from consumer giant Procter &amp; Gamble and IT firm IBM Corp. The duo rose 2.7 and 7.1% respectively.</p><p>Netflix Inc plunged 35.1%, its largest one-day fall in over a decade, after it blamed inflation, the Ukraine war and fierce competition for the subscriber decline and predicted deeper losses ahead.</p><p>The ripple effects were felt both by financial technology names and companies whose fortunes were seen to have been boosted by pandemic trends such as lockdown measures.</p><p>Streaming peers Walt Disney, Roku and Warner Bros Discovery  all dropped more than 5.5%, while stay-at-home darlings <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications, Doordash and Peloton Interactive saw their shares fall between 6% and 11.3%.</p><p>Suffering financials included <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc and <a href=\"https://laohu8.com/S/SQ\">Block</a> Inc, which both fell more than 8.5%. Marqeta Inc and SoFi Technologies Inc declined 5.6% and 6.2% respectively.</p><p>&#34;Once profits move so far, it becomes harder to get that next little bit of growth, and it&#39;s harder to obtain it in the late cycle,&#34; said Jason Pride, chief investment officer of private wealth at Glenmede.</p><p>&#34;I think the market is beginning to comprehend that, and will need to comprehend that as we go through the year.&#34;</p><p>Market-leading technology and growth stocks have struggled this year as investors worry that rising interest rates will dent their future earnings. The Nasdaq is down nearly 14% so far this year, while the benchmark S&amp;P 500 is down 6.4%.</p><p>Overall, the earnings season has started on a strong note. Of the 60 companies in the S&amp;P 500 index that have reported results so far, 80% exceeded profit expectations, as per Refinitiv data. Typically, 66% beat estimates.</p><p>The Dow Jones Industrial Average    rose 249.59 points, or 0.71%, to 35,160.79, the S&amp;P 500    lost 2.76 points, or 0.06%, to 4,459.45 and the Nasdaq Composite dropped 166.59 points, or 1.22%, to 13,453.07.</p><p>The communication services sector declined 4.1%, although eight of the 11 major S&amp;P 500 sectors gained, led by the real estate index which posted its best finish since Jan. 4. The consumer staples benchmark was just behind it, climbing to a second-straight record close.</p><p>Meanwhile, the latest data points on the Federal Reserve&#39;s monetary policy tightening plans were released in the afternoon.</p><p>Its &#34;Beige Book&#34; showed the U.S. economy expanded at a moderate pace from February through early April, while San Francisco Federal Reserve President Mary Daly said she believes the case for a half-percentage-point interest rate hike next month is &#34;complete&#34;.</p><p>The yield on 10-year Treasury note  receded to 2.85% after a blistering rally that pushed it close to the key 3% level earlier in the session.</p><p>Tesla Inc fell 5%, but was trading higher after posting record deliveries and higher revenue in its first-quarter results after the close.</p><p>Investors had been concerned about the electric automaker&#39;s ability to meet its ambitious 2022 delivery target after its biggest factory in Shanghai was shut as part of the city&#39;s COVID-19 lockdown.</p><p>United Airlines Holdings Inc gained 1.2%, helping the S&amp;P 1500 Airlines index to a sixth advance in the past seven sessions. United&#39;s shares dipped marginally after it reported earnings after the closing bell.</p><p>The volume on U.S. exchanges was 10.85 billion shares, compared with the 11.61 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 70 new 52-week highs and three new lows; the Nasdaq Composite recorded 88 new highs and 164 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq Drops as Netflix Subscriber Numbers Weigh on Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Nasdaq Drops as Netflix Subscriber Numbers Weigh on Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-21 07:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Procter &amp; Gamble up on raising FY sales forecast</p><p>* <a href=\"https://laohu8.com/S/IBM\">IBM</a> gains on upbeat forecast, Q1 results beat</p><p>* Netflix slumps after Q1 subscriber loss</p><p>* Indexes: Dow up 0.71%, S&amp;P slips 0.06%, Nasdaq off 1.22%</p><p>The tech-heavy Nasdaq dropped on Wednesday as Netflix&#39;s surprise decline in subscribers weighed on both the streaming giant and other high-growth companies, which investors feared may face similar post-pandemic performance issues.</p><p>By contrast, the blue-chip Dow was driven to a second-successive higher close by positive earnings from consumer giant Procter &amp; Gamble and IT firm IBM Corp. The duo rose 2.7 and 7.1% respectively.</p><p>Netflix Inc plunged 35.1%, its largest one-day fall in over a decade, after it blamed inflation, the Ukraine war and fierce competition for the subscriber decline and predicted deeper losses ahead.</p><p>The ripple effects were felt both by financial technology names and companies whose fortunes were seen to have been boosted by pandemic trends such as lockdown measures.</p><p>Streaming peers Walt Disney, Roku and Warner Bros Discovery  all dropped more than 5.5%, while stay-at-home darlings <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications, Doordash and Peloton Interactive saw their shares fall between 6% and 11.3%.</p><p>Suffering financials included <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc and <a href=\"https://laohu8.com/S/SQ\">Block</a> Inc, which both fell more than 8.5%. Marqeta Inc and SoFi Technologies Inc declined 5.6% and 6.2% respectively.</p><p>&#34;Once profits move so far, it becomes harder to get that next little bit of growth, and it&#39;s harder to obtain it in the late cycle,&#34; said Jason Pride, chief investment officer of private wealth at Glenmede.</p><p>&#34;I think the market is beginning to comprehend that, and will need to comprehend that as we go through the year.&#34;</p><p>Market-leading technology and growth stocks have struggled this year as investors worry that rising interest rates will dent their future earnings. The Nasdaq is down nearly 14% so far this year, while the benchmark S&amp;P 500 is down 6.4%.</p><p>Overall, the earnings season has started on a strong note. Of the 60 companies in the S&amp;P 500 index that have reported results so far, 80% exceeded profit expectations, as per Refinitiv data. Typically, 66% beat estimates.</p><p>The Dow Jones Industrial Average    rose 249.59 points, or 0.71%, to 35,160.79, the S&amp;P 500    lost 2.76 points, or 0.06%, to 4,459.45 and the Nasdaq Composite dropped 166.59 points, or 1.22%, to 13,453.07.</p><p>The communication services sector declined 4.1%, although eight of the 11 major S&amp;P 500 sectors gained, led by the real estate index which posted its best finish since Jan. 4. The consumer staples benchmark was just behind it, climbing to a second-straight record close.</p><p>Meanwhile, the latest data points on the Federal Reserve&#39;s monetary policy tightening plans were released in the afternoon.</p><p>Its &#34;Beige Book&#34; showed the U.S. economy expanded at a moderate pace from February through early April, while San Francisco Federal Reserve President Mary Daly said she believes the case for a half-percentage-point interest rate hike next month is &#34;complete&#34;.</p><p>The yield on 10-year Treasury note  receded to 2.85% after a blistering rally that pushed it close to the key 3% level earlier in the session.</p><p>Tesla Inc fell 5%, but was trading higher after posting record deliveries and higher revenue in its first-quarter results after the close.</p><p>Investors had been concerned about the electric automaker&#39;s ability to meet its ambitious 2022 delivery target after its biggest factory in Shanghai was shut as part of the city&#39;s COVID-19 lockdown.</p><p>United Airlines Holdings Inc gained 1.2%, helping the S&amp;P 1500 Airlines index to a sixth advance in the past seven sessions. United&#39;s shares dipped marginally after it reported earnings after the closing bell.</p><p>The volume on U.S. exchanges was 10.85 billion shares, compared with the 11.61 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted 70 new 52-week highs and three new lows; the Nasdaq Composite recorded 88 new highs and 164 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4527":"明星科技股","QNETCN":"纳斯达克中美互联网老虎指数","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229668973","content_text":"* Procter & Gamble up on raising FY sales forecast* IBM gains on upbeat forecast, Q1 results beat* Netflix slumps after Q1 subscriber loss* Indexes: Dow up 0.71%, S&P slips 0.06%, Nasdaq off 1.22%The tech-heavy Nasdaq dropped on Wednesday as Netflix's surprise decline in subscribers weighed on both the streaming giant and other high-growth companies, which investors feared may face similar post-pandemic performance issues.By contrast, the blue-chip Dow was driven to a second-successive higher close by positive earnings from consumer giant Procter & Gamble and IT firm IBM Corp. The duo rose 2.7 and 7.1% respectively.Netflix Inc plunged 35.1%, its largest one-day fall in over a decade, after it blamed inflation, the Ukraine war and fierce competition for the subscriber decline and predicted deeper losses ahead.The ripple effects were felt both by financial technology names and companies whose fortunes were seen to have been boosted by pandemic trends such as lockdown measures.Streaming peers Walt Disney, Roku and Warner Bros Discovery  all dropped more than 5.5%, while stay-at-home darlings Zoom Video Communications, Doordash and Peloton Interactive saw their shares fall between 6% and 11.3%.Suffering financials included PayPal Holdings Inc and Block Inc, which both fell more than 8.5%. Marqeta Inc and SoFi Technologies Inc declined 5.6% and 6.2% respectively.\"Once profits move so far, it becomes harder to get that next little bit of growth, and it's harder to obtain it in the late cycle,\" said Jason Pride, chief investment officer of private wealth at Glenmede.\"I think the market is beginning to comprehend that, and will need to comprehend that as we go through the year.\"Market-leading technology and growth stocks have struggled this year as investors worry that rising interest rates will dent their future earnings. The Nasdaq is down nearly 14% so far this year, while the benchmark S&P 500 is down 6.4%.Overall, the earnings season has started on a strong note. Of the 60 companies in the S&P 500 index that have reported results so far, 80% exceeded profit expectations, as per Refinitiv data. Typically, 66% beat estimates.The Dow Jones Industrial Average    rose 249.59 points, or 0.71%, to 35,160.79, the S&P 500    lost 2.76 points, or 0.06%, to 4,459.45 and the Nasdaq Composite dropped 166.59 points, or 1.22%, to 13,453.07.The communication services sector declined 4.1%, although eight of the 11 major S&P 500 sectors gained, led by the real estate index which posted its best finish since Jan. 4. The consumer staples benchmark was just behind it, climbing to a second-straight record close.Meanwhile, the latest data points on the Federal Reserve's monetary policy tightening plans were released in the afternoon.Its \"Beige Book\" showed the U.S. economy expanded at a moderate pace from February through early April, while San Francisco Federal Reserve President Mary Daly said she believes the case for a half-percentage-point interest rate hike next month is \"complete\".The yield on 10-year Treasury note  receded to 2.85% after a blistering rally that pushed it close to the key 3% level earlier in the session.Tesla Inc fell 5%, but was trading higher after posting record deliveries and higher revenue in its first-quarter results after the close.Investors had been concerned about the electric automaker's ability to meet its ambitious 2022 delivery target after its biggest factory in Shanghai was shut as part of the city's COVID-19 lockdown.United Airlines Holdings Inc gained 1.2%, helping the S&P 1500 Airlines index to a sixth advance in the past seven sessions. United's shares dipped marginally after it reported earnings after the closing bell.The volume on U.S. exchanges was 10.85 billion shares, compared with the 11.61 billion average for the full session over the last 20 trading days.The S&P 500 posted 70 new 52-week highs and three new lows; the Nasdaq Composite recorded 88 new highs and 164 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081981853,"gmtCreate":1650180250261,"gmtModify":1676534664773,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ol","listText":"Ol","text":"Ol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081981853","repostId":"2227986989","repostType":4,"repost":{"id":"2227986989","kind":"highlight","pubTimestamp":1650153593,"share":"https://ttm.financial/m/news/2227986989?lang=&edition=fundamental","pubTime":"2022-04-17 07:59","market":"us","language":"en","title":"2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986989","media":"Motley Fool","summary":"Trading at merely 16 times free cash flow, this tech giant is a bargain buy.","content":"<html><head></head><body><p><b>Meta Platforms </b>( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.</p><p>While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms&#39; risks and know how these will affect the financials.</p><p><img src=\"https://static.tigerbbs.com/398f53d1e7c68dd8da25b7202c250183\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><h2>It&#39;s getting harder to grow revenue</h2><p>CEO and founder Mark Zuckerberg&#39;s vision for the metaverse won&#39;t be cheap. However, he is committed to bringing about this change through the company&#39;s Reality Labs division, which provides &#34;augmented and virtual reality related consumer hardware, software, and content.&#34; Meta broke out this division for the first time in the fourth quarter, and the results weren&#39;t pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It&#39;s also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.</p><p>Revenue is expected to be negatively affected by recent iOS privacy changes from<b> Apple</b>. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.</p><p><img src=\"https://static.tigerbbs.com/90028667ee7c0da172cd55cab6dcb759\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Meta is also worried about ByteDance&#39;s TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook&#39;s daily active users fell from the previous quarter.</p><p>With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.</p><h2>Valuations suggest this stock is a bargain</h2><p>Are these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.</p><p>If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.</p><p>With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it&#39;s been at any time Meta&#39;s been a public company and is cheap compared to other companies in the market.</p><p><img src=\"https://static.tigerbbs.com/86b9f60c56d84ce72690d3a38faf1606\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><p>To add another factor to Meta&#39;s value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.</p><h2>When is the best time to buy?</h2><p>Meta Platforms may be facing some headwinds, but the company is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn&#39;t leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.</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>2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock</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\">\n2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4553":"喜马拉雅资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4508":"社交媒体","BK4554":"元宇宙及AR概念","BK4573":"虚拟现实","BK4527":"明星科技股","BK4525":"远程办公概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986989","content_text":"Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms' risks and know how these will affect the financials.FB Price to Free Cash Flow data by YChartsIt's getting harder to grow revenueCEO and founder Mark Zuckerberg's vision for the metaverse won't be cheap. However, he is committed to bringing about this change through the company's Reality Labs division, which provides \"augmented and virtual reality related consumer hardware, software, and content.\" Meta broke out this division for the first time in the fourth quarter, and the results weren't pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It's also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.Revenue is expected to be negatively affected by recent iOS privacy changes from Apple. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.Image source: Getty Images.Meta is also worried about ByteDance's TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook's daily active users fell from the previous quarter.With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.Valuations suggest this stock is a bargainAre these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it's been at any time Meta's been a public company and is cheap compared to other companies in the market.FB Price to Free Cash Flow data by YChartsTo add another factor to Meta's value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.When is the best time to buy?Meta Platforms may be facing some headwinds, but the company is one of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn't leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038974891,"gmtCreate":1646728502487,"gmtModify":1676534155671,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038974891","repostId":"2217412305","repostType":4,"repost":{"id":"2217412305","kind":"highlight","pubTimestamp":1646698332,"share":"https://ttm.financial/m/news/2217412305?lang=&edition=fundamental","pubTime":"2022-03-08 08:12","market":"us","language":"en","title":"Got $2,000? Buy These 3 Unstoppable Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2217412305","media":"Motley Fool","summary":"All three are leaders in their respective markets and have huge growth opportunities.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> years from now, March 2022 could look like a great time in retrospect to buy stocks. But let&#39;s not stop there. Look ahead two decades from now. There&#39;s a very good chance that you&#39;ll either be glad you invested &#34;way back when&#34; or will be kicking yourself because you didn&#39;t.</p><p>Of course, which stocks you pick will play a huge role in just how great the prospects might be. And there are some really good choices ready for the plucking even for investors who don&#39;t have a huge amount of cash. If you have $2,000, here are three unstoppable stocks to buy right now.</p><h2>1. Innovative Industrial Properties</h2><p>Cannabis has been used by people for both medical and recreational purposes for a long time. It&#39;s not a current fad that&#39;s going to go up in smoke. One of the best ways to invest in the U.S. cannabis opportunity is to buy shares of <b>Innovative Industrial Properties</b> (NYSE:IIPR).</p><p>The company doesn&#39;t grow, process, sell, or handle cannabis in any shape, form, or fashion. But IIP definitely serves as a go-to resource for many businesses that do. IIP is a real estate investment trust (REIT) that focuses exclusively on providing real estate capital to the regulated cannabis industry in the U.S.</p><p>Cannabis operators in the U.S. don&#39;t currently have full access to traditional banking services because of federal restrictions. IIP gives them a solution to raise capital. It buys the properties of cannabis operators, then leases those properties back to them. Everyone wins.</p><p>Speaking of winning, IIP has delivered total returns of more than 1,200% over the past five years. The stock is down close to 35% below its peak in late 2021. However, there are plenty of opportunities for IIP to buy and lease additional properties. As it does so, the company&#39;s earnings will increase -- and its share price will almost certainly follow.</p><h2>2. <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></h2><p>Great opportunities don&#39;t just exist in the U.S. Latin America has a fast-growing middle class and a big market. Buying shares of <b>MercadoLibre</b> (NASDAQ:MELI) stands out as arguably the best way for investors to profit as the region&#39;s market expands.</p><p>The company is best known for its e-commerce platform. E-commerce continues to be MercadoLibre&#39;s biggest revenue source, accounting for nearly 65% of total revenue in the fourth quarter of 2021.</p><p>There&#39;s a huge runway for growth, too. Chief financial officer Pedro Arnt said in the company&#39;s fourth-quarter conference call, &#34;Even after the significant uptake in digital services we experienced over the last couple of years, e-commerce penetration in our region is still only at around the 10% range.&#34;</p><p>However, MercadoLibre has other growth drivers as well. Many people in Latin America face challenges obtaining traditional banking and insurance services. This presents a massive growth opportunity for the company&#39;s fintech business.</p><p>MercadoLibre&#39;s share price is still more than 40% off its high even after a solid rebound following its blockbuster fourth-quarter update. This stock should have a lot of room to run.</p><h2>3. Teladoc Health</h2><p>Shares of <b>Teladoc Health</b> (NYSE:TDOC) have plunged nearly 70% over the past 12 months. Some might derisively view the stock as unstoppable -- going the wrong direction. But Teladoc&#39;s recent stock performance doesn&#39;t reflect the company&#39;s tremendous potential.</p><p>It stands as the clear leader in the virtual-care market. It offers the broadest range of virtual-care services, including chronic-disease management, across the widest geographical footprint. More than 12,000 client organizations and 76 million members use at least <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Teladoc&#39;s products.</p><p>The company has two key ways to grow. First, it can expand the use of its services by existing customers. Teladoc thinks that there&#39;s a $75 billion revenue opportunity on this front. Second, the company can win new clients. This is also a big opportunity since nearly half of all Americans don&#39;t currently have access to a Teladoc service.</p><p>Teladoc isn&#39;t profitable yet. But its bottom line is definitely trending in the right direction. With a total addressable market topping $260 billion in the U.S. alone and a market cap of only $11 billion, Teladoc stock could be one of those that in retrospect a few years from now looks like a no-brainer pick.</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>Got $2,000? Buy These 3 Unstoppable Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $2,000? Buy These 3 Unstoppable Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-08 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/got-2000-buy-these-3-unstoppable-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Two years from now, March 2022 could look like a great time in retrospect to buy stocks. But let's not stop there. Look ahead two decades from now. There's a very good chance that you'll either be ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/got-2000-buy-these-3-unstoppable-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","BK4122":"互联网与直销零售","TDOC":"Teladoc Health Inc.","BK4534":"瑞士信贷持仓","IIPR":"Innovative Industrial Properties Inc","QNETCN":"纳斯达克中美互联网老虎指数","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4171":"工业房地产投资信托","BK4566":"资本集团","MELI":"MercadoLibre","REIT":"ALPS Active REIT ETF","BK4548":"巴美列捷福持仓","BK4167":"医疗保健技术"},"source_url":"https://www.fool.com/investing/2022/03/07/got-2000-buy-these-3-unstoppable-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217412305","content_text":"Two years from now, March 2022 could look like a great time in retrospect to buy stocks. But let's not stop there. Look ahead two decades from now. There's a very good chance that you'll either be glad you invested \"way back when\" or will be kicking yourself because you didn't.Of course, which stocks you pick will play a huge role in just how great the prospects might be. And there are some really good choices ready for the plucking even for investors who don't have a huge amount of cash. If you have $2,000, here are three unstoppable stocks to buy right now.1. Innovative Industrial PropertiesCannabis has been used by people for both medical and recreational purposes for a long time. It's not a current fad that's going to go up in smoke. One of the best ways to invest in the U.S. cannabis opportunity is to buy shares of Innovative Industrial Properties (NYSE:IIPR).The company doesn't grow, process, sell, or handle cannabis in any shape, form, or fashion. But IIP definitely serves as a go-to resource for many businesses that do. IIP is a real estate investment trust (REIT) that focuses exclusively on providing real estate capital to the regulated cannabis industry in the U.S.Cannabis operators in the U.S. don't currently have full access to traditional banking services because of federal restrictions. IIP gives them a solution to raise capital. It buys the properties of cannabis operators, then leases those properties back to them. Everyone wins.Speaking of winning, IIP has delivered total returns of more than 1,200% over the past five years. The stock is down close to 35% below its peak in late 2021. However, there are plenty of opportunities for IIP to buy and lease additional properties. As it does so, the company's earnings will increase -- and its share price will almost certainly follow.2. MercadoLibreGreat opportunities don't just exist in the U.S. Latin America has a fast-growing middle class and a big market. Buying shares of MercadoLibre (NASDAQ:MELI) stands out as arguably the best way for investors to profit as the region's market expands.The company is best known for its e-commerce platform. E-commerce continues to be MercadoLibre's biggest revenue source, accounting for nearly 65% of total revenue in the fourth quarter of 2021.There's a huge runway for growth, too. Chief financial officer Pedro Arnt said in the company's fourth-quarter conference call, \"Even after the significant uptake in digital services we experienced over the last couple of years, e-commerce penetration in our region is still only at around the 10% range.\"However, MercadoLibre has other growth drivers as well. Many people in Latin America face challenges obtaining traditional banking and insurance services. This presents a massive growth opportunity for the company's fintech business.MercadoLibre's share price is still more than 40% off its high even after a solid rebound following its blockbuster fourth-quarter update. This stock should have a lot of room to run.3. Teladoc HealthShares of Teladoc Health (NYSE:TDOC) have plunged nearly 70% over the past 12 months. Some might derisively view the stock as unstoppable -- going the wrong direction. But Teladoc's recent stock performance doesn't reflect the company's tremendous potential.It stands as the clear leader in the virtual-care market. It offers the broadest range of virtual-care services, including chronic-disease management, across the widest geographical footprint. More than 12,000 client organizations and 76 million members use at least one of Teladoc's products.The company has two key ways to grow. First, it can expand the use of its services by existing customers. Teladoc thinks that there's a $75 billion revenue opportunity on this front. Second, the company can win new clients. This is also a big opportunity since nearly half of all Americans don't currently have access to a Teladoc service.Teladoc isn't profitable yet. But its bottom line is definitely trending in the right direction. With a total addressable market topping $260 billion in the U.S. alone and a market cap of only $11 billion, Teladoc stock could be one of those that in retrospect a few years from now looks like a no-brainer pick.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081588919,"gmtCreate":1650253148055,"gmtModify":1676534679884,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"0o","listText":"0o","text":"0o","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081588919","repostId":"2228379987","repostType":4,"repost":{"id":"2228379987","kind":"news","pubTimestamp":1650237595,"share":"https://ttm.financial/m/news/2228379987?lang=&edition=fundamental","pubTime":"2022-04-18 07:19","market":"us","language":"en","title":"Netflix, Tesla Earnings: What to Know in Markets This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2228379987","media":"Yahoo Finance","summary":"This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.Two of the major names reporting","content":"<html><head></head><body><p>This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.</p><p>Two of the major names reporting this week will include Netflix (NFLX) and Tesla (TSLA), offering an early look at how some of the mega-cap technology companies performed in the early part of the year.</p><p>The other names set to report this week will span a range of industries, broadening out from last week&#39;s bank-dominated results. Companies including United Airlines (UAL), American Express (AXP), Johnson &amp; Johnson (JNJ) and Kimberly-Clark (KMB) are each on deck to report in the coming days.</p><p>For earnings season so far, results have been mixed, albeit heavily skewed toward the slew of financial names that reported last week including JPMorgan Chase (JPM) and Goldman Sachs (GS). About 7% of S&amp;P 500 index components have reported actual Q1 results so far, and 77% of these have topped Wall Street&#39;s earnings per share (EPS) estimates, matching the five-year average percentage, according to data from FactSet. The estimated earnings growth rate for the index currently stands at 5.1%, which if carried through the rest of the season would mark the lowest earnings growth rate for the index since the fourth quarter of 2020.</p><h2><b>Netflix earnings</b></h2><p>Netflix is set to report results on Tuesday, with investors closely watching for further signs of a slowdown in the streaming giant&#39;s growth after a pandemic-era surge in subscriber numbers.</p><p>Analysts&#39; consensus estimates are looking for Netflix to have added about 2.51 million subscribers for the first quarter, which would mark the least since the second quarter of 2021. This would bring Netflix&#39;s total subscribers to just under 225 million. In the same quarter last year, subscribers grew by nearly 4 million.</p><p>Though Netflix has already seen subscriber growth slow sharply from a pandemic-era peak, the streaming giant&#39;s exit from Russia in early March is also set to further contribute to the deceleration. The Los Gatos, Calif.-based company suspended operations in Russia on March 6 over the country&#39;s invasion of Ukraine, and since then, analysts further trimmed their subscriber estimates.</p><p>&#34;We now expect paid net adds of 1.45MM, below guide of 2.5MM given Russia suspension (~1MM subs),&#34; Cowen analyst John Blackledge wrote in a note last week. The firm also lowered its price target on Netflix to $590 a share from $600 previously, on account of the lower subscriber growth forecast.</p><p>Other analysts also suggested that Netflix&#39;s churn, or subscriber losses, could increase in the quarter after the company announced a price increase for subscribers in the U.S. and Canada in January. But revenue pulled from these price increases could also be used to help Netflix build out bigger content slates and drive growth in less saturated markets internationally, others pointed out.</p><p>&#34;Netflix appears to be nearing a ceiling on UCAN (U.S. and Canada) subscribers, and is pulling new levers to lower churn,&#34; Wedbush analyst Michael Pachter wrote in a note. &#34;Subscription price increases in the West should fuel additional content production and growth in other regions, and our bias is that cash flow will turn positive in 2022 and beyond, as management has guided. However, subscriber growth will likely occur primarily in less developed regions at lower subscription prices, with Western subscribers paying higher rates to fund new content.&#34;</p><p>&#34;Content dumps, where all episodes of a new season are delivered at the same instant, will likely keep churn high, as price conscious consumers can swap out of Netflix and shift to a competitor service after viewing the content they desire,&#34; he added. &#34;Sustainable profit growth should continue so long as Netflix is able to continue raising subscription prices, but competition may limit future price increases.&#34;</p><p>Overall, Netflix is expected to report GAAP earnings of $2.91 per share on revenue of $7.95 billion, which on the top line would represent just a 11% increase over last year. In the same quarter in 2021, revenue grew 24%.</p><p>Shares of Netflix have fallen 43% for the year-to-date in 2022, underperforming against the S&amp;P 500&#39;s 7.8% drop over that same period.</p><h2>Tesla earnings</h2><p>Meanwhile, another major company set to report results this week will be Tesla.</p><p>The electric vehicle maker is scheduled to post its quarterly report Wednesday after market close. Ahead of these results, Tesla announced record deliveries of more than 310,000 during the first three months of this year. That represented a 68% jump over last year&#39;s deliveries. Tesla has sought to average 50% growth in annual vehicle deliveries.</p><p>Production, however, slipped slightly on a quarter-over-quarter basis, with output coming in at 305,407 for the first quarter compared to 305,840 during the final three months of 2021. Tesla, like many other automakers, has continued to grapple with lingering supply chain challenges and rising input costs, leading CEO Elon Musk to suggest that the company may begin mining its own lithium for batteries as metal prices soar.</p><p>&#34;Right now Tesla has a high-class problem of demand outstripping supply with this issue now translating into ~5-6 month delays for Model Ys, some Model 3s in different parts of the globe,&#34; Wedbush analyst Dan Ives wrote in a note. &#34;The key to alleviating these issues is centered around the key Giga openings in Austin and Berlin which will alleviate the bottlenecks of production for Tesla globally.&#34;</p><p>Just earlier this month, Tesla officially began delivering its first Texas-made vehicles from its new Austin Gigafactory. At Tesla&#39;s &#34;Cyber Rodeo&#34; launch party on April 7, Musk said the facility was aiming to begin building the Tesla Cybertruck starting in 2023 and has targeted making 500,000 units of the Model Y per year.</p><p>The newly made U.S. Gigafactory is set to be pivotal in helping Tesla further ramp production and help meet demand domestically, especially given snarls internationally as Tesla&#39;s Shanghai Gigafactory closed for weeks due to a COVID outbreak in the region.</p><p><i>&#34;</i>We believe by the end of 2022 Tesla will have the run rate capacity for overall ~2 million units annually from roughly 1 million today,&#34; Ives added. &#34;While the China zero COVID policy is causing shutdowns in Shanghai for Tesla (and others) and remains a worrying trend if it continues, seeing the forest through the trees with Austin and Berlin now live and ramping, Musk &amp; Co. will continue to flex its distribution muscles in the EV landscape while many other automakers struggle to get things off the ground.&#34;</p><p>While Tesla shares have outperformed the S&amp;P 500 for the year-to-date, the stock came under pressure on Thursday after Musk disclosed he made an offer to buy social media company <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) for $54.20 per share, or about $43 billion in cash. Many have noted Musk would likely have to sell Tesla shares in order to finance the deal if it were to go through.</p><p>In Tesla&#39;s first-quarter results, Wall Street is looking for the company to post adjusted earnings of $2.27 per share on revenue of $17.85 billion, representing sales growth of 65%.</p><h2>Economic calendar</h2><ul><li><p><b>Monday: </b>NAHB Housing Market Index, April (77 expected, 79 in March)</p></li><li><p><b>Tuesday: </b>Housing starts, March (1.745 million expected, 1.769 million in February); Building permits, March (1.830 million expected, 1.859 million in February)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended April 15 (-1.3% during prior week); Existing home sales, March (5.78 million expected, 6.02 million in February); Federal Reserve releases Beige Book</p></li><li><p><b>Thursday: </b>Philadelphia Fed Business Outlook index, April (20.5 expected, 27.4 in March); Initial jobless claims, week ended April 16 (185,000 during prior week); Continuing claims, week ended April 9 (1.475 million during prior week); Leading Index, March (0.3% expected, 0.3% in February)</p></li><li><p><b>Friday: </b>S&amp;P Global U.S. Manufacturing PMI, April preliminary (57.8 expected, 58.8 in March); S&amp;P Global U.S. Services PMI, April preliminary (58.1 expected, 58.0 in March); S&amp;P Global U.S. Composite PMI, April preliminary (57.7 in March)</p></li></ul><h2>Earnings calendar</h2><h2><img src=\"https://static.tigerbbs.com/c5fcaf90030c6d8be015e91c8c372d74\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/></h2><p><b>Monday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a> (SYF), Bank of New York Mellon Corp. (BK), Bank of America (BAC), Charles Schwab (SCHW)</p><p>After market close: JB Hunt Transport Services (JBHT)</p><p><b>Tuesday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a>. (FITB), Johnson &amp; Johnson (JNJ), <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a> (CFG), Halliburton (HAL), <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>. (TFC), Hasbro (HAS), Lockheed Martin (LMT)</p><p>After market close: Netflix (NFLX), <a href=\"https://laohu8.com/S/IBM\">IBM</a> (IBM), First Horizon Corp. (FHN)</p><p><b>Wednesday</b></p><p>Before market open: Anthem (ANTM), Nasdaq (NDAQ), Baker Hughes (BKR), Procter &amp; Gamble (PG), Abbott Laboratories (ABT)</p><p>After market close: CSX Corp. (CSX), United Airlines (UAL), Crown Castle International (CCI), Alcoa Corp. (AA), Equifax (EFX), <a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a> (STLD), Tesla (TSLA), Tenet Healthcare (THC), Kinder Morgan (KMI)</p><p><b>Thursday</b></p><p>Before market open: Xerox (XRX), AT&amp;T (T), Dow Inc. (DOW), Las Vegas Sands (LVS), <a href=\"https://laohu8.com/S/SAVE\">Spirit Airlines</a> (SAVE), Blackstone (BX), Danaher (DHR), American Airlines (AAL), Pool Corp. (POOL), <a href=\"https://laohu8.com/S/AN\">AutoNation</a> (AN), Alaska Air Group (ALK), Tractor Supply Co. (TSCO), Philip Morris International (PM), Union Pacific (UNP),</p><p>After market close: Boston Beer Co. (SAM), Snap (SNAP)</p><p><b>Friday</b></p><p>Before market open: Verizon (VZ), Schlumberger (SLB), American Express (AXP), Kimberly-Clark (KMB)</p><p>After market close: <i>No notable reports scheduled for release</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix, Tesla Earnings: What to Know in Markets This Week</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\">\nNetflix, Tesla Earnings: What to Know in Markets This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-18 07:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/netflix-tesla-earnings-what-to-know-in-markets-this-week-154106070.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.Two of the major names reporting...</p>\n\n<a href=\"https://finance.yahoo.com/news/netflix-tesla-earnings-what-to-know-in-markets-this-week-154106070.html\">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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","NFLX":"奈飞",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/netflix-tesla-earnings-what-to-know-in-markets-this-week-154106070.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228379987","content_text":"This week, earnings season is set to ramp up, offering investors a fresh set of data on the strength of corporate profits in the face of elevated inflationary pressure.Two of the major names reporting this week will include Netflix (NFLX) and Tesla (TSLA), offering an early look at how some of the mega-cap technology companies performed in the early part of the year.The other names set to report this week will span a range of industries, broadening out from last week's bank-dominated results. Companies including United Airlines (UAL), American Express (AXP), Johnson & Johnson (JNJ) and Kimberly-Clark (KMB) are each on deck to report in the coming days.For earnings season so far, results have been mixed, albeit heavily skewed toward the slew of financial names that reported last week including JPMorgan Chase (JPM) and Goldman Sachs (GS). About 7% of S&P 500 index components have reported actual Q1 results so far, and 77% of these have topped Wall Street's earnings per share (EPS) estimates, matching the five-year average percentage, according to data from FactSet. The estimated earnings growth rate for the index currently stands at 5.1%, which if carried through the rest of the season would mark the lowest earnings growth rate for the index since the fourth quarter of 2020.Netflix earningsNetflix is set to report results on Tuesday, with investors closely watching for further signs of a slowdown in the streaming giant's growth after a pandemic-era surge in subscriber numbers.Analysts' consensus estimates are looking for Netflix to have added about 2.51 million subscribers for the first quarter, which would mark the least since the second quarter of 2021. This would bring Netflix's total subscribers to just under 225 million. In the same quarter last year, subscribers grew by nearly 4 million.Though Netflix has already seen subscriber growth slow sharply from a pandemic-era peak, the streaming giant's exit from Russia in early March is also set to further contribute to the deceleration. The Los Gatos, Calif.-based company suspended operations in Russia on March 6 over the country's invasion of Ukraine, and since then, analysts further trimmed their subscriber estimates.\"We now expect paid net adds of 1.45MM, below guide of 2.5MM given Russia suspension (~1MM subs),\" Cowen analyst John Blackledge wrote in a note last week. The firm also lowered its price target on Netflix to $590 a share from $600 previously, on account of the lower subscriber growth forecast.Other analysts also suggested that Netflix's churn, or subscriber losses, could increase in the quarter after the company announced a price increase for subscribers in the U.S. and Canada in January. But revenue pulled from these price increases could also be used to help Netflix build out bigger content slates and drive growth in less saturated markets internationally, others pointed out.\"Netflix appears to be nearing a ceiling on UCAN (U.S. and Canada) subscribers, and is pulling new levers to lower churn,\" Wedbush analyst Michael Pachter wrote in a note. \"Subscription price increases in the West should fuel additional content production and growth in other regions, and our bias is that cash flow will turn positive in 2022 and beyond, as management has guided. However, subscriber growth will likely occur primarily in less developed regions at lower subscription prices, with Western subscribers paying higher rates to fund new content.\"\"Content dumps, where all episodes of a new season are delivered at the same instant, will likely keep churn high, as price conscious consumers can swap out of Netflix and shift to a competitor service after viewing the content they desire,\" he added. \"Sustainable profit growth should continue so long as Netflix is able to continue raising subscription prices, but competition may limit future price increases.\"Overall, Netflix is expected to report GAAP earnings of $2.91 per share on revenue of $7.95 billion, which on the top line would represent just a 11% increase over last year. In the same quarter in 2021, revenue grew 24%.Shares of Netflix have fallen 43% for the year-to-date in 2022, underperforming against the S&P 500's 7.8% drop over that same period.Tesla earningsMeanwhile, another major company set to report results this week will be Tesla.The electric vehicle maker is scheduled to post its quarterly report Wednesday after market close. Ahead of these results, Tesla announced record deliveries of more than 310,000 during the first three months of this year. That represented a 68% jump over last year's deliveries. Tesla has sought to average 50% growth in annual vehicle deliveries.Production, however, slipped slightly on a quarter-over-quarter basis, with output coming in at 305,407 for the first quarter compared to 305,840 during the final three months of 2021. Tesla, like many other automakers, has continued to grapple with lingering supply chain challenges and rising input costs, leading CEO Elon Musk to suggest that the company may begin mining its own lithium for batteries as metal prices soar.\"Right now Tesla has a high-class problem of demand outstripping supply with this issue now translating into ~5-6 month delays for Model Ys, some Model 3s in different parts of the globe,\" Wedbush analyst Dan Ives wrote in a note. \"The key to alleviating these issues is centered around the key Giga openings in Austin and Berlin which will alleviate the bottlenecks of production for Tesla globally.\"Just earlier this month, Tesla officially began delivering its first Texas-made vehicles from its new Austin Gigafactory. At Tesla's \"Cyber Rodeo\" launch party on April 7, Musk said the facility was aiming to begin building the Tesla Cybertruck starting in 2023 and has targeted making 500,000 units of the Model Y per year.The newly made U.S. Gigafactory is set to be pivotal in helping Tesla further ramp production and help meet demand domestically, especially given snarls internationally as Tesla's Shanghai Gigafactory closed for weeks due to a COVID outbreak in the region.\"We believe by the end of 2022 Tesla will have the run rate capacity for overall ~2 million units annually from roughly 1 million today,\" Ives added. \"While the China zero COVID policy is causing shutdowns in Shanghai for Tesla (and others) and remains a worrying trend if it continues, seeing the forest through the trees with Austin and Berlin now live and ramping, Musk & Co. will continue to flex its distribution muscles in the EV landscape while many other automakers struggle to get things off the ground.\"While Tesla shares have outperformed the S&P 500 for the year-to-date, the stock came under pressure on Thursday after Musk disclosed he made an offer to buy social media company Twitter (TWTR) for $54.20 per share, or about $43 billion in cash. Many have noted Musk would likely have to sell Tesla shares in order to finance the deal if it were to go through.In Tesla's first-quarter results, Wall Street is looking for the company to post adjusted earnings of $2.27 per share on revenue of $17.85 billion, representing sales growth of 65%.Economic calendarMonday: NAHB Housing Market Index, April (77 expected, 79 in March)Tuesday: Housing starts, March (1.745 million expected, 1.769 million in February); Building permits, March (1.830 million expected, 1.859 million in February)Wednesday: MBA Mortgage Applications, week ended April 15 (-1.3% during prior week); Existing home sales, March (5.78 million expected, 6.02 million in February); Federal Reserve releases Beige BookThursday: Philadelphia Fed Business Outlook index, April (20.5 expected, 27.4 in March); Initial jobless claims, week ended April 16 (185,000 during prior week); Continuing claims, week ended April 9 (1.475 million during prior week); Leading Index, March (0.3% expected, 0.3% in February)Friday: S&P Global U.S. Manufacturing PMI, April preliminary (57.8 expected, 58.8 in March); S&P Global U.S. Services PMI, April preliminary (58.1 expected, 58.0 in March); S&P Global U.S. Composite PMI, April preliminary (57.7 in March)Earnings calendarMondayBefore market open: Synchrony Financial (SYF), Bank of New York Mellon Corp. (BK), Bank of America (BAC), Charles Schwab (SCHW)After market close: JB Hunt Transport Services (JBHT)TuesdayBefore market open: Fifth Third Bancorp. (FITB), Johnson & Johnson (JNJ), Citizens Financial Group (CFG), Halliburton (HAL), Truist Financial Corp. (TFC), Hasbro (HAS), Lockheed Martin (LMT)After market close: Netflix (NFLX), IBM (IBM), First Horizon Corp. (FHN)WednesdayBefore market open: Anthem (ANTM), Nasdaq (NDAQ), Baker Hughes (BKR), Procter & Gamble (PG), Abbott Laboratories (ABT)After market close: CSX Corp. (CSX), United Airlines (UAL), Crown Castle International (CCI), Alcoa Corp. (AA), Equifax (EFX), Steel Dynamics (STLD), Tesla (TSLA), Tenet Healthcare (THC), Kinder Morgan (KMI)ThursdayBefore market open: Xerox (XRX), AT&T (T), Dow Inc. (DOW), Las Vegas Sands (LVS), Spirit Airlines (SAVE), Blackstone (BX), Danaher (DHR), American Airlines (AAL), Pool Corp. (POOL), AutoNation (AN), Alaska Air Group (ALK), Tractor Supply Co. (TSCO), Philip Morris International (PM), Union Pacific (UNP),After market close: Boston Beer Co. (SAM), Snap (SNAP)FridayBefore market open: Verizon (VZ), Schlumberger (SLB), American Express (AXP), Kimberly-Clark (KMB)After market close: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016485172,"gmtCreate":1649219592126,"gmtModify":1676534472912,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Invest&nbsp;more $ in Lion City Sailors FC. Best investment&nbsp;SEA has made.&nbsp;[Sly]&nbsp;","listText":"Invest&nbsp;more $ in Lion City Sailors FC. Best investment&nbsp;SEA has made.&nbsp;[Sly]&nbsp;","text":"Invest more $ in Lion City Sailors FC. Best investment SEA has made. [Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016485172","repostId":"2225886665","repostType":2,"repost":{"id":"2225886665","kind":"news","pubTimestamp":1649217606,"share":"https://ttm.financial/m/news/2225886665?lang=&edition=fundamental","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":{"BK4505":"高瓴资本持仓","SE":"Sea Ltd","BK4581":"高盛持仓","BK4139":"生物科技","BK4504":"桥水持仓","BK4526":"热门中概股","BK4085":"互动家庭娱乐","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓"},"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":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031060244,"gmtCreate":1646387751839,"gmtModify":1676534124700,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Obigood... This company wants to act like&nbsp;angmo company employed lot of expensive useless&nbsp;angmo ... So cannot perform and making huge loss.&nbsp;","listText":"Obigood... This company wants to act like&nbsp;angmo company employed lot of expensive useless&nbsp;angmo ... So cannot perform and making huge loss.&nbsp;","text":"Obigood... This company wants to act like angmo company employed lot of expensive useless angmo ... So cannot perform and making huge loss.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031060244","repostId":"1196355544","repostType":4,"repost":{"id":"1196355544","kind":"news","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":1646386502,"share":"https://ttm.financial/m/news/1196355544?lang=&edition=fundamental","pubTime":"2022-03-04 17:35","market":"us","language":"en","title":"Grab Shares Fell Another 1.5% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1196355544","media":"Tiger Newspress","summary":"Grab shares fell another 1.5% in premarket trading Friday after plunging 37% yesterday.Grab Holdings","content":"<html><head></head><body><p>Grab shares fell another 1.5% in premarket trading Friday after plunging 37% yesterday.</p><p><img src=\"https://static.tigerbbs.com/a424ce98dfa9f77017c0d330204d88bf\" tg-width=\"843\" tg-height=\"617\" referrerpolicy=\"no-referrer\"/></p><p>Grab Holdings Inc.’s stock plummeted 37% on Thursday after the company reported wider losses in the fourth quarter, pushing to $22 billion the decline in its market value since it went public through a merger with a blank-check firm in December.</p><p>Southeast Asia’s ride-hailing and delivery giant has plunged 63% since its debut, placing it among the Nasdaq Composite Index’s worst performers over that stretch. Thursday’s drop marked its biggest selloff ever after the Singapore-based company’s quarterly net loss nearly doubled from last year while revenue shrank 44%. The tumble came as 116 million shares changed hands, more than four-times the average over the past month.</p><p><img src=\"https://static.tigerbbs.com/6281cbb1b465ed9cfe6ba3c003060260\" tg-width=\"955\" tg-height=\"546\" referrerpolicy=\"no-referrer\"/></p><p>Grab -- which counts SoftBank Group Corp.andUber Technologies Inc.as its two biggest shareholders -- has struggled to gain a steady footing since its merger with Brad Gerstner’s Altimeter Growth Corp. late last year. The ride-hailing company has racked up losses since its founding and Thursday’s report showed spending on growth is taking it further from profitability.</p><p>Its net loss reached $1.06 billion in the fourth quarter, compared with the consensus estimate of $645 million. Those mounting losses have led investors to flee the stock alongside other companies that have yet to turn a profit. Grab was the worst performer in the De-SPAC Index on Thursday as the basket of former special-purpose acquisition companies dropped 5.4% to a record low.</p><p>As the pandemic has weighed on ride-hailing demand, Grab has expanded its food delivery business to drive user growth. The online grocery market in Southeast Asia is expected to almost triple to $11.9 billion in 2025 from $4.1 billion in 2020, according to Euromonitor International.</p><p>But while spending by customers on Grab’s platform is increasing, the growth isn’t yet translating to earnings. Revenue booked from delivery last quarter was just $1 million. Grab deducts incentives that it offers to drivers and consumers from sales, and its quarterly revenue number fluctuates wildly depending on how much it spends on such efforts.</p><p>Its total spending on incentives more than doubled to $583.5 million in the fourth quarter. For 2021 as a whole, incentive spending soared to $1.78 billion from $1.24 billion the previous year.</p><p>“We did not expect Grab to spend on such huge incentives,” Shifara Samsudeen, an analyst at LightStream Research, said in a research report on Smartkarma. This implies the company is “struggling to grow its business and profitability seems like a tall order from Grab.”</p><p>Grab, founded by Anthony Tan and Hooi Ling Tan, has long been viewed as one of the most promising growth companies in Southeast Asia. Its business model is similar to that of Uber, the U.S. ride-hailing and delivery pioneer that sold its Southeast Asia operations to Grab in 2018.</p><p>Among Grab’s challenges is intensifying competition, including from Sea Ltd., Southeast Asia’s biggest internet company. More directly, its Indonesian ride-hailing rival, Gojek, merged with e-commerce provider PT Tokopedia to become GoTo. The combined entity is preparing for an initial public offering at home and in the U.S. this year.</p><p></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>Grab Shares Fell Another 1.5% 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\">\nGrab Shares Fell Another 1.5% 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\">2022-03-04 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Grab shares fell another 1.5% in premarket trading Friday after plunging 37% yesterday.</p><p><img src=\"https://static.tigerbbs.com/a424ce98dfa9f77017c0d330204d88bf\" tg-width=\"843\" tg-height=\"617\" referrerpolicy=\"no-referrer\"/></p><p>Grab Holdings Inc.’s stock plummeted 37% on Thursday after the company reported wider losses in the fourth quarter, pushing to $22 billion the decline in its market value since it went public through a merger with a blank-check firm in December.</p><p>Southeast Asia’s ride-hailing and delivery giant has plunged 63% since its debut, placing it among the Nasdaq Composite Index’s worst performers over that stretch. Thursday’s drop marked its biggest selloff ever after the Singapore-based company’s quarterly net loss nearly doubled from last year while revenue shrank 44%. The tumble came as 116 million shares changed hands, more than four-times the average over the past month.</p><p><img src=\"https://static.tigerbbs.com/6281cbb1b465ed9cfe6ba3c003060260\" tg-width=\"955\" tg-height=\"546\" referrerpolicy=\"no-referrer\"/></p><p>Grab -- which counts SoftBank Group Corp.andUber Technologies Inc.as its two biggest shareholders -- has struggled to gain a steady footing since its merger with Brad Gerstner’s Altimeter Growth Corp. late last year. The ride-hailing company has racked up losses since its founding and Thursday’s report showed spending on growth is taking it further from profitability.</p><p>Its net loss reached $1.06 billion in the fourth quarter, compared with the consensus estimate of $645 million. Those mounting losses have led investors to flee the stock alongside other companies that have yet to turn a profit. Grab was the worst performer in the De-SPAC Index on Thursday as the basket of former special-purpose acquisition companies dropped 5.4% to a record low.</p><p>As the pandemic has weighed on ride-hailing demand, Grab has expanded its food delivery business to drive user growth. The online grocery market in Southeast Asia is expected to almost triple to $11.9 billion in 2025 from $4.1 billion in 2020, according to Euromonitor International.</p><p>But while spending by customers on Grab’s platform is increasing, the growth isn’t yet translating to earnings. Revenue booked from delivery last quarter was just $1 million. Grab deducts incentives that it offers to drivers and consumers from sales, and its quarterly revenue number fluctuates wildly depending on how much it spends on such efforts.</p><p>Its total spending on incentives more than doubled to $583.5 million in the fourth quarter. For 2021 as a whole, incentive spending soared to $1.78 billion from $1.24 billion the previous year.</p><p>“We did not expect Grab to spend on such huge incentives,” Shifara Samsudeen, an analyst at LightStream Research, said in a research report on Smartkarma. This implies the company is “struggling to grow its business and profitability seems like a tall order from Grab.”</p><p>Grab, founded by Anthony Tan and Hooi Ling Tan, has long been viewed as one of the most promising growth companies in Southeast Asia. Its business model is similar to that of Uber, the U.S. ride-hailing and delivery pioneer that sold its Southeast Asia operations to Grab in 2018.</p><p>Among Grab’s challenges is intensifying competition, including from Sea Ltd., Southeast Asia’s biggest internet company. More directly, its Indonesian ride-hailing rival, Gojek, merged with e-commerce provider PT Tokopedia to become GoTo. The combined entity is preparing for an initial public offering at home and in the U.S. this year.</p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196355544","content_text":"Grab shares fell another 1.5% in premarket trading Friday after plunging 37% yesterday.Grab Holdings Inc.’s stock plummeted 37% on Thursday after the company reported wider losses in the fourth quarter, pushing to $22 billion the decline in its market value since it went public through a merger with a blank-check firm in December.Southeast Asia’s ride-hailing and delivery giant has plunged 63% since its debut, placing it among the Nasdaq Composite Index’s worst performers over that stretch. Thursday’s drop marked its biggest selloff ever after the Singapore-based company’s quarterly net loss nearly doubled from last year while revenue shrank 44%. The tumble came as 116 million shares changed hands, more than four-times the average over the past month.Grab -- which counts SoftBank Group Corp.andUber Technologies Inc.as its two biggest shareholders -- has struggled to gain a steady footing since its merger with Brad Gerstner’s Altimeter Growth Corp. late last year. The ride-hailing company has racked up losses since its founding and Thursday’s report showed spending on growth is taking it further from profitability.Its net loss reached $1.06 billion in the fourth quarter, compared with the consensus estimate of $645 million. Those mounting losses have led investors to flee the stock alongside other companies that have yet to turn a profit. Grab was the worst performer in the De-SPAC Index on Thursday as the basket of former special-purpose acquisition companies dropped 5.4% to a record low.As the pandemic has weighed on ride-hailing demand, Grab has expanded its food delivery business to drive user growth. The online grocery market in Southeast Asia is expected to almost triple to $11.9 billion in 2025 from $4.1 billion in 2020, according to Euromonitor International.But while spending by customers on Grab’s platform is increasing, the growth isn’t yet translating to earnings. Revenue booked from delivery last quarter was just $1 million. Grab deducts incentives that it offers to drivers and consumers from sales, and its quarterly revenue number fluctuates wildly depending on how much it spends on such efforts.Its total spending on incentives more than doubled to $583.5 million in the fourth quarter. For 2021 as a whole, incentive spending soared to $1.78 billion from $1.24 billion the previous year.“We did not expect Grab to spend on such huge incentives,” Shifara Samsudeen, an analyst at LightStream Research, said in a research report on Smartkarma. This implies the company is “struggling to grow its business and profitability seems like a tall order from Grab.”Grab, founded by Anthony Tan and Hooi Ling Tan, has long been viewed as one of the most promising growth companies in Southeast Asia. Its business model is similar to that of Uber, the U.S. ride-hailing and delivery pioneer that sold its Southeast Asia operations to Grab in 2018.Among Grab’s challenges is intensifying competition, including from Sea Ltd., Southeast Asia’s biggest internet company. More directly, its Indonesian ride-hailing rival, Gojek, merged with e-commerce provider PT Tokopedia to become GoTo. The combined entity is preparing for an initial public offering at home and in the U.S. this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033274827,"gmtCreate":1646301561191,"gmtModify":1676534114539,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033274827","repostId":"1149212664","repostType":4,"repost":{"id":"1149212664","kind":"news","pubTimestamp":1646298413,"share":"https://ttm.financial/m/news/1149212664?lang=&edition=fundamental","pubTime":"2022-03-03 17:06","market":"us","language":"en","title":"Best Buy, Costco, Splunk, Kroger, American Eagle: What to Watch in the Stock Market Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1149212664","media":"Benzinga","summary":"Wall Street expects The Kroger Co.(NYSE:KR) to report quarterly earnings at $0.74 per share on reven","content":"<html><head></head><body><ul><li>Wall Street expects <b>The Kroger Co.</b>(NYSE:KR) to report quarterly earnings at $0.74 per share on revenue of $32.86 billion before the opening bell. Kroger shares rose 2.1% to close at $49.37 on Wednesday.</li><li><b>Splunk Inc.</b>(NASDAQ:SPLK) reported better-than-expected earnings for its fourth quarter and named Gary Steele as its new Chief Executive Officer. Splunk shares gained 1.9% to $117.15 in the after-hours trading session.</li><li>Analysts are expecting <b>Best Buy Co., Inc.</b>(NYSE:BBY) to have earned $2.73 per share on revenue of $16.59 billion for the latest quarter. The company will release earnings before the markets open. Best Buy shares fell 1.1% to $99.70 in after-hours trading.</li></ul><ul><li><b>American Eagle Outfitters, Inc.</b>(NYSE:AEO) reported in-line earnings for its fourth quarter. American Eagle shares, however, dropped 6.5% to $19.95 in the after-hours trading session.</li><li>Analysts expect <b>Costco Wholesale Corporation</b>(NASDAQ:COST) to post quarterly earnings at $2.73 per share on revenue of $51.37 billion before the closing bell. Costco shares fell 0.1% to $527.80 in after-hours trading.</li></ul></body></html>","source":"lsy1606299360108","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>Best Buy, Costco, Splunk, Kroger, American Eagle: What to Watch in the Stock Market Today</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\">\nBest Buy, Costco, Splunk, Kroger, American Eagle: What to Watch in the Stock Market Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-03 17:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/03/25956701/5-stocks-to-watch-for-march-3-2022><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street expects The Kroger Co.(NYSE:KR) to report quarterly earnings at $0.74 per share on revenue of $32.86 billion before the opening bell. Kroger shares rose 2.1% to close at $49.37 on ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/03/25956701/5-stocks-to-watch-for-march-3-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPLK":"Splunk Inc","KR":"克罗格","BBY":"百思买","COST":"好市多","AEO":"美鹰服饰"},"source_url":"https://www.benzinga.com/news/earnings/22/03/25956701/5-stocks-to-watch-for-march-3-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149212664","content_text":"Wall Street expects The Kroger Co.(NYSE:KR) to report quarterly earnings at $0.74 per share on revenue of $32.86 billion before the opening bell. Kroger shares rose 2.1% to close at $49.37 on Wednesday.Splunk Inc.(NASDAQ:SPLK) reported better-than-expected earnings for its fourth quarter and named Gary Steele as its new Chief Executive Officer. Splunk shares gained 1.9% to $117.15 in the after-hours trading session.Analysts are expecting Best Buy Co., Inc.(NYSE:BBY) to have earned $2.73 per share on revenue of $16.59 billion for the latest quarter. The company will release earnings before the markets open. Best Buy shares fell 1.1% to $99.70 in after-hours trading.American Eagle Outfitters, Inc.(NYSE:AEO) reported in-line earnings for its fourth quarter. American Eagle shares, however, dropped 6.5% to $19.95 in the after-hours trading session.Analysts expect Costco Wholesale Corporation(NASDAQ:COST) to post quarterly earnings at $2.73 per share on revenue of $51.37 billion before the closing bell. Costco shares fell 0.1% to $527.80 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039479851,"gmtCreate":1646108733683,"gmtModify":1676534092330,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039479851","repostId":"1105312471","repostType":2,"repost":{"id":"1105312471","kind":"news","pubTimestamp":1646106015,"share":"https://ttm.financial/m/news/1105312471?lang=&edition=fundamental","pubTime":"2022-03-01 11:40","market":"other","language":"en","title":"Buying the Russia Dip? Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1105312471","media":"Marketwatch","summary":"The Russia-Ukraine crisis has knocked U.S. stocks down, but not as much as European stocks. And that","content":"<html><head></head><body><p>The Russia-Ukraine crisis has knocked U.S. stocks down, but not as much as European stocks. And that’s why investors who want to buy the dip should look overseas.</p><p>The Euro Stoxx 600, the European counterpart of the S&amp;P 500, is off 4.1% since Feb. 10, the day before Russia ratcheted up its saber-rattling and stocks worldwide went into a free fall. The S&amp;P 500 is down 2.9%  since then.</p><p>What has sent markets into a tizzy, especially those in Europe, are fears of what economic sanctions imposed on Russia by the West will do to economic growth over time.</p><p>Energy is the X Factor. Oil sanctions on Russia would slash the supply flowing to the U.S. and its allies, driving up oil prices—and in turn gas prices. The pain at the pump would only add to the high inflation that both Europeans and Americans are already dealing with.</p><p>And Europe is getting hammered by natural-gas prices as well. The Dutch TTF Natural Gas Futures price has shot up 37% since Feb. 10; the price of NYMEX, the North American natural gas futures benchmark, is up14%.</p><p>Banking sanctions, too, could hit Europe far harder than the U.S. Over the weekend, the European Union along with the U.K., the U.S., and Canada removed Russia’s most influential banks from SWIFT, an interbank messaging system. The move puts European bank assets especially at risk since Russian banks might not make good on their obligations. Other European businesses also might suffer if they can’t get paid for certain goods and services.</p><p>“The main reason the European markets are down more than the U.S. is because Russia is a major trading partner with Europe,” said Tom Essaye, founder of Sevens Report Research.</p><p>The bigger dip, triggered by the uncertainty triggered by sanctions, makes the upside potential for European stocks greater than for U.S. stocks.</p><p>If the fighting stops, and sanctions are lifted, stocks—it stands to reason—would gain. The Euro Stoxx 600 would gain 4.3% if it reclaimed its Feb. 10 level, better than the 3% for the S&amp;P 500.</p><p>Historically, European stocks have fared well after a geopolitical crisis. The Euro Stoxx 600 averages a 20% gain for the 12 months following a crisis, according to Citigroup, which studied market returns after the 1991 Gulf War, the 2003 Iraq War, and the 2014 Crimean Crisis.</p><p>What investors should remind themselves of, though, is that past performance doesn’t necessarily predict future returns.</p><p>To be sure, more fallout could be coming from Russia’s attack on Ukraine—maybe oil sanctions or maybe a gut punch to European banks over the SWIFT ban. Or the war could rage on, dragging down European stocks even more, making the dipper even bigger—and a better buy.</p><p>Clearly, there’s a lot for investors to chew on.</p></body></html>","source":"market_watch","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>Buying the Russia Dip? Consider These Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuying the Russia Dip? Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/stock-market-dip-russia-european-stocks-51646083768?mod=search_headline><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Russia-Ukraine crisis has knocked U.S. stocks down, but not as much as European stocks. And that’s why investors who want to buy the dip should look overseas.The Euro Stoxx 600, the European ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/stock-market-dip-russia-european-stocks-51646083768?mod=search_headline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ERUS":"iShares MSCI Russia ETF","RSX":"俄罗斯ETF-Market Vectors"},"source_url":"https://www.marketwatch.com/articles/stock-market-dip-russia-european-stocks-51646083768?mod=search_headline","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1105312471","content_text":"The Russia-Ukraine crisis has knocked U.S. stocks down, but not as much as European stocks. And that’s why investors who want to buy the dip should look overseas.The Euro Stoxx 600, the European counterpart of the S&P 500, is off 4.1% since Feb. 10, the day before Russia ratcheted up its saber-rattling and stocks worldwide went into a free fall. The S&P 500 is down 2.9%  since then.What has sent markets into a tizzy, especially those in Europe, are fears of what economic sanctions imposed on Russia by the West will do to economic growth over time.Energy is the X Factor. Oil sanctions on Russia would slash the supply flowing to the U.S. and its allies, driving up oil prices—and in turn gas prices. The pain at the pump would only add to the high inflation that both Europeans and Americans are already dealing with.And Europe is getting hammered by natural-gas prices as well. The Dutch TTF Natural Gas Futures price has shot up 37% since Feb. 10; the price of NYMEX, the North American natural gas futures benchmark, is up14%.Banking sanctions, too, could hit Europe far harder than the U.S. Over the weekend, the European Union along with the U.K., the U.S., and Canada removed Russia’s most influential banks from SWIFT, an interbank messaging system. The move puts European bank assets especially at risk since Russian banks might not make good on their obligations. Other European businesses also might suffer if they can’t get paid for certain goods and services.“The main reason the European markets are down more than the U.S. is because Russia is a major trading partner with Europe,” said Tom Essaye, founder of Sevens Report Research.The bigger dip, triggered by the uncertainty triggered by sanctions, makes the upside potential for European stocks greater than for U.S. stocks.If the fighting stops, and sanctions are lifted, stocks—it stands to reason—would gain. The Euro Stoxx 600 would gain 4.3% if it reclaimed its Feb. 10 level, better than the 3% for the S&P 500.Historically, European stocks have fared well after a geopolitical crisis. The Euro Stoxx 600 averages a 20% gain for the 12 months following a crisis, according to Citigroup, which studied market returns after the 1991 Gulf War, the 2003 Iraq War, and the 2014 Crimean Crisis.What investors should remind themselves of, though, is that past performance doesn’t necessarily predict future returns.To be sure, more fallout could be coming from Russia’s attack on Ukraine—maybe oil sanctions or maybe a gut punch to European banks over the SWIFT ban. Or the war could rage on, dragging down European stocks even more, making the dipper even bigger—and a better buy.Clearly, there’s a lot for investors to chew on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039686380,"gmtCreate":1646019900171,"gmtModify":1676534082939,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>&nbsp;10, 10, 10","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>&nbsp;10, 10, 10","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$ 10, 10, 10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039686380","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029906532,"gmtCreate":1652710192626,"gmtModify":1676535146273,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"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/9029906532","repostId":"1128913632","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061591009,"gmtCreate":1651637312535,"gmtModify":1676534940832,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"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/9061591009","repostId":"2232715789","repostType":4,"repost":{"id":"2232715789","kind":"highlight","pubTimestamp":1651622425,"share":"https://ttm.financial/m/news/2232715789?lang=&edition=fundamental","pubTime":"2022-05-04 08:00","market":"us","language":"en","title":"3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2232715789","media":"Motley Fool","summary":"These stocks are losers now. But they could be huge winners over the next few years.","content":"<html><head></head><body><p>Even the best stocks can fall on hard times. That&#39;s certainly been the case with plenty of biotech stocks over the past 12 months. However, some that have floundered could still be huge winners over the long term.</p><p>We asked three Motley Fool contributors to pick beaten-down stocks they think can deliver 5x gains by 2030. Here&#39;s why they chose <b>CRISPR Therapeutics</b>, <b>Ginkgo Bioworks Holdings</b>, and <b>Novocure</b>.</p><h2>A great entry point for investors</h2><p><b>Prosper Junior Bakiny (CRISPR Therapeutics):</b> &#34;Beaten-down&#34; doesn&#39;t begin to describe what has happened to CRISPR Therapeutics in the past year on the market. Shares of the gene-editing specialist have plunged by more than 60% in the trailing-12-month period -- a horrible performance by any metric.</p><p>It&#39;s not hard to understand what&#39;s going on here. The biotech currently has no products on the market. Before its recent fall, shares had been on fire. A correction was probably overdue.</p><p>But this could be a great entry point for opportunistic investors willing to be patient. CRISPR Therapeutics has several promising pipeline candidates. These include several immuno-oncology candidates: CTX110, CTX120, and CTX130. However, the most exciting of CRISPR Therapeutics&#39; programs is CTX001. The biotech is developing this potential therapy for sickle cell disease and transfusion-dependent beta-thalassemia in collaboration with <b>Vertex Pharmaceuticals</b>.</p><p>CRISPR Therapeutics and Vertex have already produced excellent results in a phase 1/2 clinical trial. Regulatory submissions should come down by the end of the year.</p><p>There are few safe and effective therapy options for both of those rare blood illnesses. If CTX001 earns regulatory approval, it could be a game changer.</p><p>And that highlights the potential of CRISPR Therapeutics&#39; platform. Like other gene-editing specialists, the company is going after challenging targets, including some for which there are few (if any) curative therapies.</p><p>Another example of that is the company&#39;s VCTX210, an investigational gene-editing treatment for type 1 diabetes. CRISPR Therapeutics could record some major clinical wins in the next five years, thereby helping its stock price soar.</p><p>Of course, none of this is guaranteed. CRISPR Therapeutics&#39; candidates could run into clinical or regulatory obstacles. It&#39;s essential to keep these risks (and others) in mind when making investment decisions.</p><p>But if enough things go right for CRISPR Therapeutics, the company&#39;s shares could skyrocket by 2030. That&#39;s why it&#39;s worth considering initiating a position now, especially after the beating CRISPR Therapeutics has endured in the past year.</p><h2>A potential growth machine in the making</h2><p><b>David Jagielski</b> <b>(Ginkgo Bioworks): </b>A crashing growth stock with loads of potential is <a href=\"https://laohu8.com/S/AONE.U\">one</a> that investors should pay close attention to because it can lead to significant returns in the near future. Ginkgo Bioworks is one of those stocks. The more it falls, the more likely it is that this will be at least a five-bagger investment by 2030.</p><p>To get to that level, the stock wouldn&#39;t even need to climb a whole lot higher than where it started trading. Last September, the biotech stock went public through a merger with a special purpose acquisition company (SPAC). It soon reached a high of more than $14. That&#39;s already around four times the value of where it trades today.</p><p>The sell-off of Ginkgo&#39;s shares since it went public is a bit of a mystery. It follows a relatively similar path to that of Cathie Wood&#39;s <b>Ark Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> </b>, which holds shares of Ginkgo. Since November, the exchange-traded fund has fallen by close to 60% while Ginkgo has done a bit worse, cratering by 70%.</p><p>But that could prove to be a short-term problem for investors. Among the most attractive features of Ginkgo&#39;s business is its versatility. It can help multiple industries through programming cells. Consumer and technology, food and agriculture, industrials and environment, and biotech and pharma are the different areas the company has identified opportunities in.</p><p>The total addressable market for bioengineered products could be well into the trillions by 2040. Ginkgo only has to scratch the surface of all that potential to jump to the roughly $32 billion valuation it would need to reach to generate 5x returns.</p><p>Ginkgo has been working on deals to tap into some of that growth already. In April alone, it announced multiple collaborations and partnerships. One involved working with animal health company <b>Elanco</b> to launch a new business focused on improving animal health and protein production. Another was to partner with a company in the water business to develop biosensors that would find toxins in water.</p><p>In 2022, Ginkgo projects its revenue will come in between $325 million and $340 million. While that&#39;s a potentially modest increase from the $314 million it reported in 2021 (when its revenue soared 309%), Ginkgo is still in the early stages of its growth. There&#39;s significant potential here for investors to earn a fantastic return. The key is remaining patient with the business as it grows.</p><h2>5x could be too pessimistic for this stock</h2><p><b>Keith Speights (Novocure):</b> One stock immediately jumped to my mind when I began thinking about candidates that could deliver a 5x gain by 2030 -- Novocure. Actually, I that 5x could even be too pessimistic.</p><p>Novocure&#39;s Tumor Treating Fields (TTFields) therapy, which uses electrical fields to disrupt cancer cell replication, is currently approved for treating glioblastoma multiforme (GBM) and mesothelioma. Novocure CEO Bill Doyle noted in the company&#39;s first-quarter conference call that the GBM business &#34;remains a key driver of our long-term success.&#34; The company hopes to soon expand into the French GBM market. It&#39;s also building out its infrastructure to reach more of the North American and EMEA (Europe, Middle East, and Africa) markets.</p><p>But Novocure&#39;s potential to deliver 5x or greater returns largely depends on winning regulatory approvals for TTFields in additional indications. The company is currently evaluating the therapy in four late-stage pivotal studies for which results should be available in the near term.</p><p>Data from the Lunar study of TTFields in treating non-small cell lung cancer should read out this year. In 2023, Novocure expects to announce results from two late-stage studies targeting ovarian cancer and brain metastases. And in 2024, the company anticipates reporting data from its phase 3 study targeting pancreatic cancer.</p><p>Novocure currently has penetrated only around 35% of the GBM market. However, the indications that it&#39;s going after in the four late-stage studies represent a market size that&#39;s 14x greater than its current market.</p><p>Granted, Novocure needs its clinical studies to be successful to have a shot at becoming the huge winner I think it can be. But I like the company&#39;s chances.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Beaten-Down Stocks That Could Deliver 5X Gains By 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/02/3-beaten-down-stocks-that-could-deliver-5x-gains-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even the best stocks can fall on hard times. That's certainly been the case with plenty of biotech stocks over the past 12 months. However, some that have floundered could still be huge winners over ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/3-beaten-down-stocks-that-could-deliver-5x-gains-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRSP":"CRISPR Therapeutics AG","DNA":"Ginkgo Bioworks Holdings Inc.","NVCR":"NovoCure Limited"},"source_url":"https://www.fool.com/investing/2022/05/02/3-beaten-down-stocks-that-could-deliver-5x-gains-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232715789","content_text":"Even the best stocks can fall on hard times. That's certainly been the case with plenty of biotech stocks over the past 12 months. However, some that have floundered could still be huge winners over the long term.We asked three Motley Fool contributors to pick beaten-down stocks they think can deliver 5x gains by 2030. Here's why they chose CRISPR Therapeutics, Ginkgo Bioworks Holdings, and Novocure.A great entry point for investorsProsper Junior Bakiny (CRISPR Therapeutics): \"Beaten-down\" doesn't begin to describe what has happened to CRISPR Therapeutics in the past year on the market. Shares of the gene-editing specialist have plunged by more than 60% in the trailing-12-month period -- a horrible performance by any metric.It's not hard to understand what's going on here. The biotech currently has no products on the market. Before its recent fall, shares had been on fire. A correction was probably overdue.But this could be a great entry point for opportunistic investors willing to be patient. CRISPR Therapeutics has several promising pipeline candidates. These include several immuno-oncology candidates: CTX110, CTX120, and CTX130. However, the most exciting of CRISPR Therapeutics' programs is CTX001. The biotech is developing this potential therapy for sickle cell disease and transfusion-dependent beta-thalassemia in collaboration with Vertex Pharmaceuticals.CRISPR Therapeutics and Vertex have already produced excellent results in a phase 1/2 clinical trial. Regulatory submissions should come down by the end of the year.There are few safe and effective therapy options for both of those rare blood illnesses. If CTX001 earns regulatory approval, it could be a game changer.And that highlights the potential of CRISPR Therapeutics' platform. Like other gene-editing specialists, the company is going after challenging targets, including some for which there are few (if any) curative therapies.Another example of that is the company's VCTX210, an investigational gene-editing treatment for type 1 diabetes. CRISPR Therapeutics could record some major clinical wins in the next five years, thereby helping its stock price soar.Of course, none of this is guaranteed. CRISPR Therapeutics' candidates could run into clinical or regulatory obstacles. It's essential to keep these risks (and others) in mind when making investment decisions.But if enough things go right for CRISPR Therapeutics, the company's shares could skyrocket by 2030. That's why it's worth considering initiating a position now, especially after the beating CRISPR Therapeutics has endured in the past year.A potential growth machine in the makingDavid Jagielski (Ginkgo Bioworks): A crashing growth stock with loads of potential is one that investors should pay close attention to because it can lead to significant returns in the near future. Ginkgo Bioworks is one of those stocks. The more it falls, the more likely it is that this will be at least a five-bagger investment by 2030.To get to that level, the stock wouldn't even need to climb a whole lot higher than where it started trading. Last September, the biotech stock went public through a merger with a special purpose acquisition company (SPAC). It soon reached a high of more than $14. That's already around four times the value of where it trades today.The sell-off of Ginkgo's shares since it went public is a bit of a mystery. It follows a relatively similar path to that of Cathie Wood's Ark Innovation Pacer Swan SOS Fund of Funds ETF|ETF , which holds shares of Ginkgo. Since November, the exchange-traded fund has fallen by close to 60% while Ginkgo has done a bit worse, cratering by 70%.But that could prove to be a short-term problem for investors. Among the most attractive features of Ginkgo's business is its versatility. It can help multiple industries through programming cells. Consumer and technology, food and agriculture, industrials and environment, and biotech and pharma are the different areas the company has identified opportunities in.The total addressable market for bioengineered products could be well into the trillions by 2040. Ginkgo only has to scratch the surface of all that potential to jump to the roughly $32 billion valuation it would need to reach to generate 5x returns.Ginkgo has been working on deals to tap into some of that growth already. In April alone, it announced multiple collaborations and partnerships. One involved working with animal health company Elanco to launch a new business focused on improving animal health and protein production. Another was to partner with a company in the water business to develop biosensors that would find toxins in water.In 2022, Ginkgo projects its revenue will come in between $325 million and $340 million. While that's a potentially modest increase from the $314 million it reported in 2021 (when its revenue soared 309%), Ginkgo is still in the early stages of its growth. There's significant potential here for investors to earn a fantastic return. The key is remaining patient with the business as it grows.5x could be too pessimistic for this stockKeith Speights (Novocure): One stock immediately jumped to my mind when I began thinking about candidates that could deliver a 5x gain by 2030 -- Novocure. Actually, I that 5x could even be too pessimistic.Novocure's Tumor Treating Fields (TTFields) therapy, which uses electrical fields to disrupt cancer cell replication, is currently approved for treating glioblastoma multiforme (GBM) and mesothelioma. Novocure CEO Bill Doyle noted in the company's first-quarter conference call that the GBM business \"remains a key driver of our long-term success.\" The company hopes to soon expand into the French GBM market. It's also building out its infrastructure to reach more of the North American and EMEA (Europe, Middle East, and Africa) markets.But Novocure's potential to deliver 5x or greater returns largely depends on winning regulatory approvals for TTFields in additional indications. The company is currently evaluating the therapy in four late-stage pivotal studies for which results should be available in the near term.Data from the Lunar study of TTFields in treating non-small cell lung cancer should read out this year. In 2023, Novocure expects to announce results from two late-stage studies targeting ovarian cancer and brain metastases. And in 2024, the company anticipates reporting data from its phase 3 study targeting pancreatic cancer.Novocure currently has penetrated only around 35% of the GBM market. However, the indications that it's going after in the four late-stage studies represent a market size that's 14x greater than its current market.Granted, Novocure needs its clinical studies to be successful to have a shot at becoming the huge winner I think it can be. But I like the company's chances.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060808729,"gmtCreate":1651115628735,"gmtModify":1676534853557,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOXX\">$iShares Semiconductor ETF(SOXX)$</a>k","listText":"<a href=\"https://ttm.financial/S/SOXX\">$iShares Semiconductor ETF(SOXX)$</a>k","text":"$iShares Semiconductor ETF(SOXX)$k","images":[{"img":"https://community-static.tradeup.com/news/10358da3422f7e72b14bdd862b35cfcf","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060808729","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086110017,"gmtCreate":1650420721288,"gmtModify":1676534720491,"author":{"id":"4106154086615460","authorId":"4106154086615460","name":"Tiger7989","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106154086615460","authorIdStr":"4106154086615460"},"themes":[],"htmlText":"Rubbish&nbsp;","listText":"Rubbish&nbsp;","text":"Rubbish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086110017","repostId":"2228916468","repostType":4,"repost":{"id":"2228916468","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1650410146,"share":"https://ttm.financial/m/news/2228916468?lang=&edition=fundamental","pubTime":"2022-04-20 07:15","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Higher as Earnings Optimism Outshines Rising Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=2228916468","media":"Reuters","summary":"* U.S. 30-year bond yield hits 3%* IMF cuts global growth forecast for 2022* J&J hits record high after earningsApril 19 (Reuters) - U.S. stocks ended higher on Tuesday, as investors used positive ear","content":"<html><head></head><body><p>* U.S. 30-year bond yield hits 3%</p><p>* IMF cuts global growth forecast for 2022</p><p>* J&amp;J hits record high after earnings</p><p>April 19 (Reuters) - U.S. stocks ended higher on Tuesday, as investors used positive earnings to advance Wall Street&#39;s main indexes and took relief from two U.S. Federal Reserve officials offering more dovish comments on interest rate rises than <a href=\"https://laohu8.com/S/AONE.U\">one</a> of their counterparts.</p><p>Shares of megacap companies, including Microsoft Corp, Apple Inc and Amazon.com Inc, rose even as Treasury yields extended a recent surge.</p><p>Johnson &amp; Johnson advanced to a record high, before pulling back slightly, as its quarterly profit exceeded market expectations and it raised its dividend payout.</p><p>Of the 49 companies in the S&amp;P 500 index that have reported quarterly earnings so far, 79.6% have exceeded profit estimates, as per Refinitiv data. Typically, 66% beat estimates.</p><p>&#34;It certainly feels like every earnings season, especially since March 2020, is more important than the next, but particularly given where we sit in the economic cycle, the Fed&#39;s rate hike cycle, and the elevated inflation backdrop,&#34; said Max Grinacoff, equity derivatives strategist at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p><p>&#34;So it all comes down to whether corporate earnings will remain resilient, in the face of what we have seen year-to-date geopolitically and with the U.S. economic picture. It will be a true test.&#34;</p><p>St. Louis Federal Reserve Bank President James Bullard on Monday repeated his case for increasing the rates to 3.5% by the end of the year to slow a 40-year-high inflation. He also said he did not rule out a 75 basis points rate hike.</p><p>Stocks appeared to brush aside the remarks, and the main indexes rallied further in late afternoon trading after both Chicago Federal Reserve Bank President Charles Evans and Atlanta Federal Reserve Bank President Raphael Bostic offered more dovish comments.</p><p>Bond yields continued their recent moves higher though. The 30-year yield exceeded 3% for the first time since April 2019. The 10-year tips &lt; US10YTIP=RR&gt; yield turned positive for the first time since March 2020, the start of the coronavirus pandemic.</p><p>&#34;We typically assume higher yields should be beneficial for banks, but that correlation has broken down a bit and it&#39;s been the sectors most negatively-correlated to rising rates - defensive sectors - which have actually rallied,&#34; said BNP&#39;s Grinacoff.</p><p>&#34;We do think that is due to some recessionary fears starting to be priced in.&#34;</p><p>According to preliminary data, the S&amp;P 500 gained 72.36 points, or 1.65%, to end at 4,464.05 points, while the Nasdaq Composite gained 287.13 points, or 2.15%, to 13,619.49. The Dow Jones Industrial Average rose 519.57 points, or 1.51%, to 34,931.26.</p><p>Most of the 11 major S&amp;P subsectors were higher, led by consumer discretionary stocks. Among the best performers in the index were gaming companies, with Wynn Resorts Inc, Caesars Entertainment Inc and Penn National Gaming Inc all posting strong gains.</p><p>Energy stocks fell as oil prices tumbled 5.2% after the International Monetary Fund cut its growth forecasts for the global economy and warned of higher inflation.</p><p>This year&#39;s rally in crude prices, which are still up around a third despite Tuesday&#39;s declines, helped Halliburton Co post an 85% rise in first-quarter adjusted profit as demand for its services and equipment increased. However, the oilfield services firm&#39;s shares were lower, amid the wider slump in energy stocks.</p><p>Travelers Cos Inc also fell, despite the property and casualty insurer posting a better-than-expected quarterly profit.</p><p>Meanwhile, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc declined. More private equity firms have expressed interest in participating in a deal for the micro blogging site, according to reports.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Higher as Earnings Optimism Outshines Rising Yields</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Higher as Earnings Optimism Outshines Rising Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-20 07:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. 30-year bond yield hits 3%</p><p>* IMF cuts global growth forecast for 2022</p><p>* J&amp;J hits record high after earnings</p><p>April 19 (Reuters) - U.S. stocks ended higher on Tuesday, as investors used positive earnings to advance Wall Street&#39;s main indexes and took relief from two U.S. Federal Reserve officials offering more dovish comments on interest rate rises than <a href=\"https://laohu8.com/S/AONE.U\">one</a> of their counterparts.</p><p>Shares of megacap companies, including Microsoft Corp, Apple Inc and Amazon.com Inc, rose even as Treasury yields extended a recent surge.</p><p>Johnson &amp; Johnson advanced to a record high, before pulling back slightly, as its quarterly profit exceeded market expectations and it raised its dividend payout.</p><p>Of the 49 companies in the S&amp;P 500 index that have reported quarterly earnings so far, 79.6% have exceeded profit estimates, as per Refinitiv data. Typically, 66% beat estimates.</p><p>&#34;It certainly feels like every earnings season, especially since March 2020, is more important than the next, but particularly given where we sit in the economic cycle, the Fed&#39;s rate hike cycle, and the elevated inflation backdrop,&#34; said Max Grinacoff, equity derivatives strategist at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p><p>&#34;So it all comes down to whether corporate earnings will remain resilient, in the face of what we have seen year-to-date geopolitically and with the U.S. economic picture. It will be a true test.&#34;</p><p>St. Louis Federal Reserve Bank President James Bullard on Monday repeated his case for increasing the rates to 3.5% by the end of the year to slow a 40-year-high inflation. He also said he did not rule out a 75 basis points rate hike.</p><p>Stocks appeared to brush aside the remarks, and the main indexes rallied further in late afternoon trading after both Chicago Federal Reserve Bank President Charles Evans and Atlanta Federal Reserve Bank President Raphael Bostic offered more dovish comments.</p><p>Bond yields continued their recent moves higher though. The 30-year yield exceeded 3% for the first time since April 2019. The 10-year tips &lt; US10YTIP=RR&gt; yield turned positive for the first time since March 2020, the start of the coronavirus pandemic.</p><p>&#34;We typically assume higher yields should be beneficial for banks, but that correlation has broken down a bit and it&#39;s been the sectors most negatively-correlated to rising rates - defensive sectors - which have actually rallied,&#34; said BNP&#39;s Grinacoff.</p><p>&#34;We do think that is due to some recessionary fears starting to be priced in.&#34;</p><p>According to preliminary data, the S&amp;P 500 gained 72.36 points, or 1.65%, to end at 4,464.05 points, while the Nasdaq Composite gained 287.13 points, or 2.15%, to 13,619.49. The Dow Jones Industrial Average rose 519.57 points, or 1.51%, to 34,931.26.</p><p>Most of the 11 major S&amp;P subsectors were higher, led by consumer discretionary stocks. Among the best performers in the index were gaming companies, with Wynn Resorts Inc, Caesars Entertainment Inc and Penn National Gaming Inc all posting strong gains.</p><p>Energy stocks fell as oil prices tumbled 5.2% after the International Monetary Fund cut its growth forecasts for the global economy and warned of higher inflation.</p><p>This year&#39;s rally in crude prices, which are still up around a third despite Tuesday&#39;s declines, helped Halliburton Co post an 85% rise in first-quarter adjusted profit as demand for its services and equipment increased. However, the oilfield services firm&#39;s shares were lower, amid the wider slump in energy stocks.</p><p>Travelers Cos Inc also fell, despite the property and casualty insurer posting a better-than-expected quarterly profit.</p><p>Meanwhile, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc declined. More private equity firms have expressed interest in participating in a deal for the micro blogging site, according to reports.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CZR":"凯撒娱乐","TRV":"旅行者财产险集团","AAPL":"苹果","IBM":"IBM",".DJI":"道琼斯","TWTR":"Twitter","HAL":"哈里伯顿","NFLX":"奈飞",".IXIC":"NASDAQ Composite","PENN":"佩恩国民博彩","WYNN":"永利度假村","MSFT":"微软",".SPX":"S&P 500 Index","JNJ":"强生","WFC":"富国银行","BAC":"美国银行","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228916468","content_text":"* U.S. 30-year bond yield hits 3%* IMF cuts global growth forecast for 2022* J&J hits record high after earningsApril 19 (Reuters) - U.S. stocks ended higher on Tuesday, as investors used positive earnings to advance Wall Street's main indexes and took relief from two U.S. Federal Reserve officials offering more dovish comments on interest rate rises than one of their counterparts.Shares of megacap companies, including Microsoft Corp, Apple Inc and Amazon.com Inc, rose even as Treasury yields extended a recent surge.Johnson & Johnson advanced to a record high, before pulling back slightly, as its quarterly profit exceeded market expectations and it raised its dividend payout.Of the 49 companies in the S&P 500 index that have reported quarterly earnings so far, 79.6% have exceeded profit estimates, as per Refinitiv data. Typically, 66% beat estimates.\"It certainly feels like every earnings season, especially since March 2020, is more important than the next, but particularly given where we sit in the economic cycle, the Fed's rate hike cycle, and the elevated inflation backdrop,\" said Max Grinacoff, equity derivatives strategist at BNP Paribas.\"So it all comes down to whether corporate earnings will remain resilient, in the face of what we have seen year-to-date geopolitically and with the U.S. economic picture. It will be a true test.\"St. Louis Federal Reserve Bank President James Bullard on Monday repeated his case for increasing the rates to 3.5% by the end of the year to slow a 40-year-high inflation. He also said he did not rule out a 75 basis points rate hike.Stocks appeared to brush aside the remarks, and the main indexes rallied further in late afternoon trading after both Chicago Federal Reserve Bank President Charles Evans and Atlanta Federal Reserve Bank President Raphael Bostic offered more dovish comments.Bond yields continued their recent moves higher though. The 30-year yield exceeded 3% for the first time since April 2019. The 10-year tips < US10YTIP=RR> yield turned positive for the first time since March 2020, the start of the coronavirus pandemic.\"We typically assume higher yields should be beneficial for banks, but that correlation has broken down a bit and it's been the sectors most negatively-correlated to rising rates - defensive sectors - which have actually rallied,\" said BNP's Grinacoff.\"We do think that is due to some recessionary fears starting to be priced in.\"According to preliminary data, the S&P 500 gained 72.36 points, or 1.65%, to end at 4,464.05 points, while the Nasdaq Composite gained 287.13 points, or 2.15%, to 13,619.49. The Dow Jones Industrial Average rose 519.57 points, or 1.51%, to 34,931.26.Most of the 11 major S&P subsectors were higher, led by consumer discretionary stocks. Among the best performers in the index were gaming companies, with Wynn Resorts Inc, Caesars Entertainment Inc and Penn National Gaming Inc all posting strong gains.Energy stocks fell as oil prices tumbled 5.2% after the International Monetary Fund cut its growth forecasts for the global economy and warned of higher inflation.This year's rally in crude prices, which are still up around a third despite Tuesday's declines, helped Halliburton Co post an 85% rise in first-quarter adjusted profit as demand for its services and equipment increased. However, the oilfield services firm's shares were lower, amid the wider slump in energy stocks.Travelers Cos Inc also fell, despite the property and casualty insurer posting a better-than-expected quarterly profit.Meanwhile, Twitter Inc declined. More private equity firms have expressed interest in participating in a deal for the micro blogging site, according to reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}