Momori personal page - To The Moon

Momori

Momori

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02-16

Hope all can see a world full of flowers in the dragon year!! Wishing for world peace and the wars can all stop in this year

2022-09-12

$Apple(AAPL)$finally market green

2022-09-05

The job offer withdrawal does not reflect good on the management, shows that decision came abruptly

Why Sea Limited Fell by 18.8% in August

2022-09-05

The video streaming wars is a fight between lord of the rings vs house of dragon vs squid games

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2022-09-02

This tells me to stay away from $NVIDIA Corp(NVDA)$View on NVIDIA Corp(NVDA)BullishBearish

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2022-08-29

$Apple(AAPL)$cross finger for the new iphone sales to boost the price in Sep

2022-08-29

Same like Johnson&Johnson...plagued by baby powder lawsuits...3M by ear plugs

3M Company: Lingering Lawsuits

2022-08-25

Wah so dramatic like Korean drama

Elon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake

2022-08-22

$Tesla Motors(TSLA)$after split since oil price getting higher will make more ppl moving to EV & if Twitter did go thru then its definitely a boost to Tesla

2022-08-20

$Tesla Motors(TSLA)$gonno hold till split

2022-08-19

Why is anyone even trying to intepret the Fed when its obvious that they are just going to act according to the next CPI

Did the Stock Market "Misinterpret" Fed Again? What Strategists Say About the Reaction to the July Minutes

2022-08-19

Yup its definitely too early to say that the market has bottom

This Rule with a Perfect Record Says the Market Hasn't Bottomed, Says Bank of America's Star Analyst

2022-08-15

$Bank of America(BAC)$waiting to grab more

2022-08-15

High chance will rebound

More Pain or Rebound? Investors Brace for Retail Earnings

2022-08-15

Despite the CHIPS Act, the semicon industry remains down...its still best to stay away at this moment

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2022-08-05

$Alphabet(GOOGL)$long term keep

2022-08-04

Well she did see something that most do not see

Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week

2022-08-03

$Citigroup(C)$when div will be shown

2022-07-29

Finally...great news

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2022-07-23

Overthink

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Go to Tiger App to see more news

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Wishing for world peace and the wars can all stop in this year","images":[{"img":"https://community-static.tradeup.com/news/21aed1b9c86f600e14f58b891c6edc57"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274664922730704","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9932781680,"gmtCreate":1662992394640,"gmtModify":1676537178073,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>finally market green","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>finally market green","text":"$Apple(AAPL)$finally market green","images":[{"img":"https://community-static.tradeup.com/news/11be31c24cd0045415fcd4aa3917d8c8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932781680","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9931979560,"gmtCreate":1662390742651,"gmtModify":1676537050742,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"The job offer withdrawal does not reflect good on the management, shows that decision came abruptly","listText":"The job offer withdrawal does not reflect good on the management, shows that decision came abruptly","text":"The job offer withdrawal does not reflect good on the management, shows that decision came abruptly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931979560","repostId":"2265772387","repostType":4,"repost":{"id":"2265772387","pubTimestamp":1662342369,"share":"https://ttm.financial/m/news/2265772387?lang=&edition=fundamental","pubTime":"2022-09-05 09:46","market":"us","language":"en","title":"Why Sea Limited Fell by 18.8% in August","url":"https://stock-news.laohu8.com/highlight/detail?id=2265772387","media":"Motley Fool","summary":"The company reported a weak set of numbers and rescinded some job offers.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Sea Limited more than doubled its net loss year over year for the second quarter of 2022.</li><li>The company also saw continued attrition in quarterly paying users for its gaming unit.</li><li>As a slowdown looms, its e-commerce arm also withdrew several job offers for positions in Singapore.</li></ul><h2>What happened</h2><p>Shares of <b>Sea Limited</b> declined by 18.8% in August, according to data from S&amp;P Global Market Intelligence.</p><p>The decline brings the shares of the Asian e-commerce and gaming company down 72.2% for the year to date.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bcc753dc55268a3df95cbc606d033c1\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty images.</span></p><h2>So what</h2><p>Sea Limited released its fiscal 2022 second-quarter earnings that saw encouraging top-line growth. Revenue climbed 29% year over year to $2.9 billion, led by revenue increases for both its e-commerce and digital financial services segments. However, net loss ballooned, more than doubling year over year from $433.7 million in Q2 of 2021 to $931.2 million a year later.</p><p>It also didn&#39;t help that Sea Limited&#39;s operating metrics remained weak, especially for its profitable digital entertainment division, Garena. The number of quarterly active users declined by 15% year over year to 619.3 million but managed to edge up 0.6% higher than the previous quarter&#39;s 615.9 million. The number of quarterly paying users, however, reported its third consecutive quarter-over-quarter decline, falling 8.6% from 1Q2022 to 56.1 million in 2Q2022. On a year-over-year basis, this metric registered a steep 39% plunge.</p><p>Things were somewhat better over at the company&#39;s e-commerce arm, Shopee. Gross orders jumped by 42% year over year to 2 billion, while gross merchandise value rose 27% year over year to $19 billion.  Sea&#39;s digital financial services division, SeaMoney, saw a healthy 53% year-over-year jump in quarterly active users that led to a 36% year-over-year increase in total payment volume for the company&#39;s mobile wallet.</p><h2>Now what</h2><p>Despite the strong numbers at Shopee, various news outlets reported that the division had withdrawn some job offers for positions at its headquarters in Singapore. This move suggests that the unit is slowing down its hiring in anticipation of a slump in consumer demand and spending as the world is wracked by high inflation and the looming threat of a recession.</p><p>Sea Limited&#39;s gaming unit is also slowing down on its livestream platform and reportedly shutting down projects as the group strives to limit its cash burn rate. Employees at Garena were also told there would be job cuts as the company attempts to boost profitability. From these numbers and the actions of the company, it looks as if it may face a tough slog in reducing its losses as economic conditions get more challenging.</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>Why Sea Limited Fell by 18.8% in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Sea Limited Fell by 18.8% in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/04/why-sea-limited-fell-by-188-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSea Limited more than doubled its net loss year over year for the second quarter of 2022.The company also saw continued attrition in quarterly paying users for its gaming unit.As a slowdown ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/04/why-sea-limited-fell-by-188-in-august/\">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/2022/09/04/why-sea-limited-fell-by-188-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265772387","content_text":"KEY POINTSSea Limited more than doubled its net loss year over year for the second quarter of 2022.The company also saw continued attrition in quarterly paying users for its gaming unit.As a slowdown looms, its e-commerce arm also withdrew several job offers for positions in Singapore.What happenedShares of Sea Limited declined by 18.8% in August, according to data from S&P Global Market Intelligence.The decline brings the shares of the Asian e-commerce and gaming company down 72.2% for the year to date.Image source: Getty images.So whatSea Limited released its fiscal 2022 second-quarter earnings that saw encouraging top-line growth. Revenue climbed 29% year over year to $2.9 billion, led by revenue increases for both its e-commerce and digital financial services segments. However, net loss ballooned, more than doubling year over year from $433.7 million in Q2 of 2021 to $931.2 million a year later.It also didn't help that Sea Limited's operating metrics remained weak, especially for its profitable digital entertainment division, Garena. The number of quarterly active users declined by 15% year over year to 619.3 million but managed to edge up 0.6% higher than the previous quarter's 615.9 million. The number of quarterly paying users, however, reported its third consecutive quarter-over-quarter decline, falling 8.6% from 1Q2022 to 56.1 million in 2Q2022. On a year-over-year basis, this metric registered a steep 39% plunge.Things were somewhat better over at the company's e-commerce arm, Shopee. Gross orders jumped by 42% year over year to 2 billion, while gross merchandise value rose 27% year over year to $19 billion.  Sea's digital financial services division, SeaMoney, saw a healthy 53% year-over-year jump in quarterly active users that led to a 36% year-over-year increase in total payment volume for the company's mobile wallet.Now whatDespite the strong numbers at Shopee, various news outlets reported that the division had withdrawn some job offers for positions at its headquarters in Singapore. This move suggests that the unit is slowing down its hiring in anticipation of a slump in consumer demand and spending as the world is wracked by high inflation and the looming threat of a recession.Sea Limited's gaming unit is also slowing down on its livestream platform and reportedly shutting down projects as the group strives to limit its cash burn rate. Employees at Garena were also told there would be job cuts as the company attempts to boost profitability. From these numbers and the actions of the company, it looks as if it may face a tough slog in reducing its losses as economic conditions get more challenging.","news_type":1},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931947640,"gmtCreate":1662390144580,"gmtModify":1676537050668,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"The video streaming wars is a fight between lord of the rings vs house of dragon vs squid games","listText":"The video streaming wars is a fight between lord of the rings vs house of dragon vs squid games","text":"The video streaming wars is a fight between lord of the rings vs house of dragon vs squid games","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931947640","repostId":"2264876734","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939252102,"gmtCreate":1662123239706,"gmtModify":1676537002644,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"This tells me to stay away from&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>View on NVIDIA Corp(NVDA)BullishBearish","listText":"This tells me to stay away from&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>View on NVIDIA Corp(NVDA)BullishBearish","text":"This tells me to stay away from $NVIDIA Corp(NVDA)$View on NVIDIA Corp(NVDA)BullishBearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939252102","repostId":"1110321018","repostType":4,"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997887682,"gmtCreate":1661780588848,"gmtModify":1676536577344,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>cross finger for the new iphone sales to boost the price in Sep","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>cross finger for the new iphone sales to boost the price in Sep","text":"$Apple(AAPL)$cross finger for the new iphone sales to boost the price in Sep","images":[{"img":"https://community-static.tradeup.com/news/6db32213929eb1c883ccc5dd3c4df77b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997887682","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9997122533,"gmtCreate":1661766476324,"gmtModify":1676536574986,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"Same like Johnson&amp;Johnson...plagued by baby powder lawsuits...3M by ear plugs","listText":"Same like Johnson&amp;Johnson...plagued by baby powder lawsuits...3M by ear plugs","text":"Same like Johnson&Johnson...plagued by baby powder lawsuits...3M by ear plugs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997122533","repostId":"1177006798","repostType":4,"repost":{"id":"1177006798","pubTimestamp":1661761887,"share":"https://ttm.financial/m/news/1177006798?lang=&edition=fundamental","pubTime":"2022-08-29 16:31","market":"us","language":"en","title":"3M Company: Lingering Lawsuits","url":"https://stock-news.laohu8.com/highlight/detail?id=1177006798","media":"Seeking Alpha","summary":"3M Company has seen multiple lawsuits arrive at a time when the business is already facing real challenges.","content":"<html><head></head><body><p>Summary</p><ul><li><a href=\"https://laohu8.com/S/MMM\">3M</a> Company has seen multiple lawsuits arrive at a time when the business is already facing real challenges.</li><li>The company has seen softer organic performance in recent years, all while the economy has cooled down as well.</li><li>While valuations are not too demanding, the lawsuits come in many forms, casting huge uncertainty for some time to come.</li></ul><p>Shares of <a href=\"https://laohu8.com/S/MMM\">3M Company</a> have rapidly lost a reputation as being a solid long-term investment. In January, I last looked at the shares as Iconcludedthat 3M was mixed, mediocre and modest, as lagging operating performance, and sequential laggingshare price performance, has been going on for years now.</p><p>The company has rightfully gained the license to operate a conglomerate over the past decades, but has lost this claim rather quickly. While valuations and leverage came down a bit, real execution was needed, and this is exactly where 3M has been lagging.</p><h3>Some Perspective</h3><p>Shares of 3M peaked at $250 in 2018, a time when industrial names were in great demand following &#34;America-first&#34; policies, or promises being put in place by the president at the time. The company announced a huge deal in the summer of 2019, paying $6.7 billion to acquire Acelity to add healthcare exposure at quite a demanding price.</p><p>I was fearful of a flawed M&amp;A strategy to buy expensive assets, while divesting cheaper assets, all while growth was not really seen and debt was inching up, cooling my enthusiasm on the shares. Early in 2022, shares had fallen to the $170 mark, with shares lagging quite a bit since the outbreak of the pandemic.</p><p>Ahead of the pandemic, 3M posted its 2019 results with revenues flattish at $32 billion, with adjusted earnings per share down from $10.46 per share in 2018 to $9.10 per share, as the company guided for modest growth in 2020 (of course ahead of the pandemic). The company did see earnings fall to $8.74 per share in 2020 on the back of the pandemic and initially guided for 2021 earnings around $9.50 per share. 2021 has been a strong year after all, a year in which sales rose 10% to just over $35 billion, while earnings rose to $10.12 per share, as net debt fell further to $12 billion and change, reducing leverage ratios to 1.3 times.</p><p>Given that a premium valuation contracted a bit to 17 times earnings, all while leverage has come down a bit, I was slowly getting more constructive, with the dividend yield having increase to 3%. While I held a small position at those levels, I failed to have enough conviction to add to the position.</p><h3>What Happened?</h3><p>Fast forwarding since January, shares have lost quite a lot more ground, with shares down another quarter to $130 at the moment of writing. The reason for that is a myriad of news event, many of which were not too pretty.</p><p>In March, 3Mannouncedthat it was taking more actions to address PFAS issues in Belgium with an initial &#34;investment&#34; of EUR 150 million. Alongside the first quarter earningsreport, the company reiterated the adjusted earnings guidance at $11 per share, although the GAAP earnings was cut, in part because of the PFAS issues. In July, the companyreachedanother deal to address PFAS issues, now at a total cost of EUR 571 million.</p><p>Later in the month, the company announceda plan to spin off the healthcare business, and this came after the company has already announced a deal late in 2021 to merge its food safety business with <a href=\"https://laohu8.com/S/NEOG\">Neogen </a>.</p><h3>More Claims</h3><p>Late in July, 3Mannouncedthat its Aearo Technologies business have initiated Chapter 11 procedures after litigation procedures following defects with combat arms earplugs, potentially facing up to a quarter of a million claims. To address the issue: the company has committed a $1 billion fund to the trust after it acquired the activities in 2008.</p><p>While the company took on some reserve for legal expenses, at a combined $1.2 billion, the company claimed that it has ring-fenced the liabilities as Aearo indemnified 3M with its liabilities, but as it turned out, the judge did not share this thought. Late in August, the bankruptcy court in the Southern District of IndianadeniedAearo&#39;s request for a preliminary injunction.</p><p>The timing of the news comes after momentum already cooled off. Second quarter results were a bit softer amidst the impact of a strong dollar and softer economic growth, as the company cut the full year adjusted earnings guidance to $10.55 per share all while net debt inched up to $13.2 billion.</p><p>The issue for 3M relates to the concerns about the earplugs. Shares fell $13 dollar, or about 10%, on a very weak day for the market at large. This move cut the market value of the business by more than $7 billion, of which a significant portion can be attributed to the general market sentiment, but it seems safe to say that shares fell some $5 billion following the Aearo news.</p><p>It is not just the Aearo news as the PFAS issues in Europe and other chemicals lawsuits (forever chemicals) appear on the horizon as well. The issue is that the earplug litigation appears to be far worse than the $1.2 billion reserved, equal to about $5,000 per (potential) case. As it turned out, the judge is not keen on using the Chapter 11 plan, as all options are on the table now.</p><p>The liabilities could be huge as juries already awarded $265 million in damages on a mere 16 trials, as this leaves the room for tens of billions, or more, of damages to be paid out to the claimants. Even at &#34;just&#34; a $100k per case this already comes down to $23 billion, equal to $40 per share. If this is a realistic number and will have to be paid out in the coming years, it could really be worth $20-$30 based on the present value here (depending on the timing of course) as it seems that the market has priced in such liabilities of course. While this final amount could become much less, the alternative case could become a reality as well.</p><h3>Some Upside</h3><p>Trading at $130 here, while earnings power comes in around $10 per share, valuations are non-demanding all while leverage is not high, yet some money will go into various lawsuits, but the amount and timing of these payments is a wild guess of course. If these liabilities come down, there is room for great valuation multiple inflation, as the spin-off of the Healthcare business could unlock quite some value as well, as the $8.6 billion healthcare business undoubtedly will be granted quite a demanding valuation.</p><p>Right now, all of this makes the situation very tricky and close to uninvestable. The earplug lawsuit is huge and could run in the tens of billions, a huge lawsuit of course, all while economic conditions are changing as well, and more and other lawsuits are apparently on the rise as well, related to PFAS.</p><p>Hence, I see no reasons to alter a cautious stance and while I am appealed to the lower valuation, the situation is very tricky and close to uninvestable here, as I see no reason to be the hero and buy the dip, despite great track record and the observation that this likely will blow over in all likelihood. Lawsuits will not disappear overnight as the risk-reward simply does not strike me as very compelling here to get more involved.</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>3M Company: Lingering Lawsuits</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\">\n3M Company: Lingering Lawsuits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 16:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537559-3m-company-lingering-lawsuits><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary3M Company has seen multiple lawsuits arrive at a time when the business is already facing real challenges.The company has seen softer organic performance in recent years, all while the economy...</p>\n\n<a href=\"https://seekingalpha.com/article/4537559-3m-company-lingering-lawsuits\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M"},"source_url":"https://seekingalpha.com/article/4537559-3m-company-lingering-lawsuits","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177006798","content_text":"Summary3M Company has seen multiple lawsuits arrive at a time when the business is already facing real challenges.The company has seen softer organic performance in recent years, all while the economy has cooled down as well.While valuations are not too demanding, the lawsuits come in many forms, casting huge uncertainty for some time to come.Shares of 3M Company have rapidly lost a reputation as being a solid long-term investment. In January, I last looked at the shares as Iconcludedthat 3M was mixed, mediocre and modest, as lagging operating performance, and sequential laggingshare price performance, has been going on for years now.The company has rightfully gained the license to operate a conglomerate over the past decades, but has lost this claim rather quickly. While valuations and leverage came down a bit, real execution was needed, and this is exactly where 3M has been lagging.Some PerspectiveShares of 3M peaked at $250 in 2018, a time when industrial names were in great demand following \"America-first\" policies, or promises being put in place by the president at the time. The company announced a huge deal in the summer of 2019, paying $6.7 billion to acquire Acelity to add healthcare exposure at quite a demanding price.I was fearful of a flawed M&A strategy to buy expensive assets, while divesting cheaper assets, all while growth was not really seen and debt was inching up, cooling my enthusiasm on the shares. Early in 2022, shares had fallen to the $170 mark, with shares lagging quite a bit since the outbreak of the pandemic.Ahead of the pandemic, 3M posted its 2019 results with revenues flattish at $32 billion, with adjusted earnings per share down from $10.46 per share in 2018 to $9.10 per share, as the company guided for modest growth in 2020 (of course ahead of the pandemic). The company did see earnings fall to $8.74 per share in 2020 on the back of the pandemic and initially guided for 2021 earnings around $9.50 per share. 2021 has been a strong year after all, a year in which sales rose 10% to just over $35 billion, while earnings rose to $10.12 per share, as net debt fell further to $12 billion and change, reducing leverage ratios to 1.3 times.Given that a premium valuation contracted a bit to 17 times earnings, all while leverage has come down a bit, I was slowly getting more constructive, with the dividend yield having increase to 3%. While I held a small position at those levels, I failed to have enough conviction to add to the position.What Happened?Fast forwarding since January, shares have lost quite a lot more ground, with shares down another quarter to $130 at the moment of writing. The reason for that is a myriad of news event, many of which were not too pretty.In March, 3Mannouncedthat it was taking more actions to address PFAS issues in Belgium with an initial \"investment\" of EUR 150 million. Alongside the first quarter earningsreport, the company reiterated the adjusted earnings guidance at $11 per share, although the GAAP earnings was cut, in part because of the PFAS issues. In July, the companyreachedanother deal to address PFAS issues, now at a total cost of EUR 571 million.Later in the month, the company announceda plan to spin off the healthcare business, and this came after the company has already announced a deal late in 2021 to merge its food safety business with Neogen .More ClaimsLate in July, 3Mannouncedthat its Aearo Technologies business have initiated Chapter 11 procedures after litigation procedures following defects with combat arms earplugs, potentially facing up to a quarter of a million claims. To address the issue: the company has committed a $1 billion fund to the trust after it acquired the activities in 2008.While the company took on some reserve for legal expenses, at a combined $1.2 billion, the company claimed that it has ring-fenced the liabilities as Aearo indemnified 3M with its liabilities, but as it turned out, the judge did not share this thought. Late in August, the bankruptcy court in the Southern District of IndianadeniedAearo's request for a preliminary injunction.The timing of the news comes after momentum already cooled off. Second quarter results were a bit softer amidst the impact of a strong dollar and softer economic growth, as the company cut the full year adjusted earnings guidance to $10.55 per share all while net debt inched up to $13.2 billion.The issue for 3M relates to the concerns about the earplugs. Shares fell $13 dollar, or about 10%, on a very weak day for the market at large. This move cut the market value of the business by more than $7 billion, of which a significant portion can be attributed to the general market sentiment, but it seems safe to say that shares fell some $5 billion following the Aearo news.It is not just the Aearo news as the PFAS issues in Europe and other chemicals lawsuits (forever chemicals) appear on the horizon as well. The issue is that the earplug litigation appears to be far worse than the $1.2 billion reserved, equal to about $5,000 per (potential) case. As it turned out, the judge is not keen on using the Chapter 11 plan, as all options are on the table now.The liabilities could be huge as juries already awarded $265 million in damages on a mere 16 trials, as this leaves the room for tens of billions, or more, of damages to be paid out to the claimants. Even at \"just\" a $100k per case this already comes down to $23 billion, equal to $40 per share. If this is a realistic number and will have to be paid out in the coming years, it could really be worth $20-$30 based on the present value here (depending on the timing of course) as it seems that the market has priced in such liabilities of course. While this final amount could become much less, the alternative case could become a reality as well.Some UpsideTrading at $130 here, while earnings power comes in around $10 per share, valuations are non-demanding all while leverage is not high, yet some money will go into various lawsuits, but the amount and timing of these payments is a wild guess of course. If these liabilities come down, there is room for great valuation multiple inflation, as the spin-off of the Healthcare business could unlock quite some value as well, as the $8.6 billion healthcare business undoubtedly will be granted quite a demanding valuation.Right now, all of this makes the situation very tricky and close to uninvestable. The earplug lawsuit is huge and could run in the tens of billions, a huge lawsuit of course, all while economic conditions are changing as well, and more and other lawsuits are apparently on the rise as well, related to PFAS.Hence, I see no reasons to alter a cautious stance and while I am appealed to the lower valuation, the situation is very tricky and close to uninvestable here, as I see no reason to be the hero and buy the dip, despite great track record and the observation that this likely will blow over in all likelihood. Lawsuits will not disappear overnight as the risk-reward simply does not strike me as very compelling here to get more involved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992456396,"gmtCreate":1661358593118,"gmtModify":1676536503261,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"Wah so dramatic like Korean drama","listText":"Wah so dramatic like Korean drama","text":"Wah so dramatic like Korean drama","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992456396","repostId":"1162343527","repostType":4,"repost":{"id":"1162343527","pubTimestamp":1661354227,"share":"https://ttm.financial/m/news/1162343527?lang=&edition=fundamental","pubTime":"2022-08-24 23:17","market":"us","language":"en","title":"Elon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1162343527","media":"Bloomberg","summary":"In a country where economic inequality has inspiredParasiteandSquid Game, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.llustration: Lucia P","content":"<html><head></head><body><p>In a country where economic inequality has inspired <i>Parasite</i> and <i>Squid Game</i>, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c628a928019451a317d0571a52e0552b\" tg-width=\"2210\" tg-height=\"1964\" referrerpolicy=\"no-referrer\"/><span>llustration: Lucia Pham for Bloomberg Businessweek</span></p><p>Park Sunghyun and her husband sold their home in Seoul, moved into a rental apartment with their 7-year-old son, and plowed the family’s $230,000 of savings into shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a></p><p>They’re not alone in betting everything on Elon Musk’s electric-car maker. Throughout the pandemic, individual South Koreans thronged into Tesla stock, increasing their combined holdings more than a hundredfold, to exceed $15 billion. It makes them key stakeholders in one of the largest companies in the world by market value, with a collective share as big as those of Larry Ellison or US money manager T. Rowe Price Group Inc. They tend to be dip buyers who jump in when the stock retreats, helping curb declines.</p><p>But there’s an unhappy undercurrent to such enthusiasm: As South Korea’s wealth gap widens, many of these investors see risky bets on stocks and cryptocurrencies as their only realistic path to financial independence. Tesla is a favorite of retail traders worldwide, but Musk has generated a following in the country with something that approaches cultlike fervor among struggling wage earners. They call themselves Teslams, blending the words “Tesla” and “Islam” to show the strength of their faith in the company. Some sign off on tweets with the word “Temen,” their play on “Tesla” and “amen.”</p><p>Park and her husband—university graduates who landed jobs in the finance sector before marrying and starting a family—hadn’t planned on risking everything on Tesla. Then the already hot property market reached a boiling point when the central bank cut interest rates to a record low after the coronavirus outbreak began in 2020.</p><p><img src=\"https://static.tigerbbs.com/332ec723ed0145f8110751875c90853a\" tg-width=\"694\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/></p><p>The couple had sold their home in late 2019, hoping to buy a bigger one, but were left stranded as prices accelerated beyond their borrowing capacity. The same story has played out in many countries recently, but it’s emblematic of South Korea, where the cost of apartments in the greater Seoul metropolitan area doubled over the past five years, outpacing pay increases by more than 80 percentage points. A typical three-bedroom apartment—the most popular size—costs 1.24 billion won ($924,235) in Seoul on average, according to Kookmin Bank.</p><p>“I thought I would live well by working at a good company after college, but the reality is that we are the poorest in our neighborhood,” says Park, 40, echoing the kind of frustration that helped inspire Netflix Inc.’s Korean drama Squid Game. “Living as a salaried worker, there are so many limitations.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0361d48b4cabfdf6df8321fc7520b2da\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/><span>A driver charges his Tesla Model 3 at a charger station in Suwon.Photographer: SeongJoon Cho/Bloomberg</span></p><p>Red flags abound. There’s Musk’s high-profile disputes with regulators; his on-again, off-again bid for Twitter Inc.; and the volatility it’s caused in Tesla’s share price. But investors such as Park find excitement in the drama. Although Tesla shares have dropped more than 25% from their 2021 high, they’re still up 1,900% over the past three years. That compares with an increase of about 40% for Samsung Electronics Co.—the most widely held stock in the country—and even less for Korea’s Kospi index.</p><p>“With this man, I thought we could go all-in,” says Park, who bought at an average price of $668 a share, well below the close of $870 on Aug. 22. She and her husband see Musk as a visionary who will succeed in continuing to effect change in the auto industry. “He’s doing things that nobody was thinking of before,” she says.</p><p>Individual Koreans held about 1.6% of the company’s equity as of Aug. 17, according to calculations by Bloomberg News based on data from Korea’s central securities depository. That’s more than their combined investments in Alphabet, Apple, Microsoft, and Nvidia, the data show. There are no official figures on the total holdings of US retail traders in Tesla, which is assumed to be larger given the bigger pool of investors in its home market. Giacomo Pierantoni, head of data at Singapore-based Vanda Research, estimates that individuals globally, excluding Musk and Ellison, own about 15% of the company.</p><p>The allure of Tesla is even stronger among people in their 20s and 30s who have fewer assets to start with than couples such as Park and her husband. Younger Koreans see little opportunity to follow their parents into the property market and are increasingly worried about repeating the financial struggles of their grandparents. Despite their lifetime of slogging that transformed the economy into an export powerhouse, elderly Koreans’ poverty rate is the highest among the 38 member countries of the Organization for Economic Cooperation and Development.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00e52e1a3202d8b6f8bc6bfcfff8d397\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/><span>A Tesla store in Seoul.Photographer: SeongJoon Cho/Bloomberg</span></p><p>“I fell into a panic that I might never be able to buy a house,” says Son Gilhun, a 27-year-old forklift driver who lives in Hanam on the southeast outskirts of the capital. “Instead of giving up, I decided to follow my older colleagues in buying stocks.” He gambled heavily on Tesla and amassed a stock portfolio worth about $100,000 during the pandemic by adopting a frugal lifestyle and channeling half his $2,000 monthly paycheck into equities. Son trimmed his Korean holdings and boosted his stake in the carmaker in June when the shares fell below $700. His immediate goal is to buy a Tesla and, if he can make enough money, eventually a house.</p><p>Musk’s recent sale of about 7.92 million shares—to accumulate cash before a trial that could force him to follow through on an agreement to acquire Twitter—has drawn mixed responses from the Teslams. Some vented their disappointment on social media. Others hoped for another dip-buying opportunity, which didn’t materialize. Son was sanguine, describing it as “not so desirable” but understandable given the situation with Twitter. Park was angry at first but is keeping faith with her choice. “Teslams like myself are not changing our investment,” she says. “We are staying firm.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-23/tesla-tsla-stock-price-inspires-elon-musk-fervor-in-korea><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a country where economic inequality has inspired Parasite and Squid Game, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.llustration: ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-23/tesla-tsla-stock-price-inspires-elon-musk-fervor-in-korea\">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.bloomberg.com/news/articles/2022-08-23/tesla-tsla-stock-price-inspires-elon-musk-fervor-in-korea","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162343527","content_text":"In a country where economic inequality has inspired Parasite and Squid Game, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.llustration: Lucia Pham for Bloomberg BusinessweekPark Sunghyun and her husband sold their home in Seoul, moved into a rental apartment with their 7-year-old son, and plowed the family’s $230,000 of savings into shares of Tesla Inc.They’re not alone in betting everything on Elon Musk’s electric-car maker. Throughout the pandemic, individual South Koreans thronged into Tesla stock, increasing their combined holdings more than a hundredfold, to exceed $15 billion. It makes them key stakeholders in one of the largest companies in the world by market value, with a collective share as big as those of Larry Ellison or US money manager T. Rowe Price Group Inc. They tend to be dip buyers who jump in when the stock retreats, helping curb declines.But there’s an unhappy undercurrent to such enthusiasm: As South Korea’s wealth gap widens, many of these investors see risky bets on stocks and cryptocurrencies as their only realistic path to financial independence. Tesla is a favorite of retail traders worldwide, but Musk has generated a following in the country with something that approaches cultlike fervor among struggling wage earners. They call themselves Teslams, blending the words “Tesla” and “Islam” to show the strength of their faith in the company. Some sign off on tweets with the word “Temen,” their play on “Tesla” and “amen.”Park and her husband—university graduates who landed jobs in the finance sector before marrying and starting a family—hadn’t planned on risking everything on Tesla. Then the already hot property market reached a boiling point when the central bank cut interest rates to a record low after the coronavirus outbreak began in 2020.The couple had sold their home in late 2019, hoping to buy a bigger one, but were left stranded as prices accelerated beyond their borrowing capacity. The same story has played out in many countries recently, but it’s emblematic of South Korea, where the cost of apartments in the greater Seoul metropolitan area doubled over the past five years, outpacing pay increases by more than 80 percentage points. A typical three-bedroom apartment—the most popular size—costs 1.24 billion won ($924,235) in Seoul on average, according to Kookmin Bank.“I thought I would live well by working at a good company after college, but the reality is that we are the poorest in our neighborhood,” says Park, 40, echoing the kind of frustration that helped inspire Netflix Inc.’s Korean drama Squid Game. “Living as a salaried worker, there are so many limitations.”A driver charges his Tesla Model 3 at a charger station in Suwon.Photographer: SeongJoon Cho/BloombergRed flags abound. There’s Musk’s high-profile disputes with regulators; his on-again, off-again bid for Twitter Inc.; and the volatility it’s caused in Tesla’s share price. But investors such as Park find excitement in the drama. Although Tesla shares have dropped more than 25% from their 2021 high, they’re still up 1,900% over the past three years. That compares with an increase of about 40% for Samsung Electronics Co.—the most widely held stock in the country—and even less for Korea’s Kospi index.“With this man, I thought we could go all-in,” says Park, who bought at an average price of $668 a share, well below the close of $870 on Aug. 22. She and her husband see Musk as a visionary who will succeed in continuing to effect change in the auto industry. “He’s doing things that nobody was thinking of before,” she says.Individual Koreans held about 1.6% of the company’s equity as of Aug. 17, according to calculations by Bloomberg News based on data from Korea’s central securities depository. That’s more than their combined investments in Alphabet, Apple, Microsoft, and Nvidia, the data show. There are no official figures on the total holdings of US retail traders in Tesla, which is assumed to be larger given the bigger pool of investors in its home market. Giacomo Pierantoni, head of data at Singapore-based Vanda Research, estimates that individuals globally, excluding Musk and Ellison, own about 15% of the company.The allure of Tesla is even stronger among people in their 20s and 30s who have fewer assets to start with than couples such as Park and her husband. Younger Koreans see little opportunity to follow their parents into the property market and are increasingly worried about repeating the financial struggles of their grandparents. Despite their lifetime of slogging that transformed the economy into an export powerhouse, elderly Koreans’ poverty rate is the highest among the 38 member countries of the Organization for Economic Cooperation and Development.A Tesla store in Seoul.Photographer: SeongJoon Cho/Bloomberg“I fell into a panic that I might never be able to buy a house,” says Son Gilhun, a 27-year-old forklift driver who lives in Hanam on the southeast outskirts of the capital. “Instead of giving up, I decided to follow my older colleagues in buying stocks.” He gambled heavily on Tesla and amassed a stock portfolio worth about $100,000 during the pandemic by adopting a frugal lifestyle and channeling half his $2,000 monthly paycheck into equities. Son trimmed his Korean holdings and boosted his stake in the carmaker in June when the shares fell below $700. His immediate goal is to buy a Tesla and, if he can make enough money, eventually a house.Musk’s recent sale of about 7.92 million shares—to accumulate cash before a trial that could force him to follow through on an agreement to acquire Twitter—has drawn mixed responses from the Teslams. Some vented their disappointment on social media. Others hoped for another dip-buying opportunity, which didn’t materialize. Son was sanguine, describing it as “not so desirable” but understandable given the situation with Twitter. Park was angry at first but is keeping faith with her choice. “Teslams like myself are not changing our investment,” she says. “We are staying firm.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996250366,"gmtCreate":1661178746758,"gmtModify":1676536468079,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>after split since oil price getting higher will make more ppl moving to EV &amp; if Twitter did go thru then its definitely a boost to Tesla","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>after split since oil price getting higher will make more ppl moving to EV &amp; if Twitter did go thru then its definitely a boost to Tesla","text":"$Tesla Motors(TSLA)$after split since oil price getting higher will make more ppl moving to EV & if Twitter did go thru then its definitely a boost to Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996250366","isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998305369,"gmtCreate":1660927791355,"gmtModify":1676536425057,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>gonno hold till split","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>gonno hold till split","text":"$Tesla Motors(TSLA)$gonno hold till split","images":[{"img":"https://community-static.tradeup.com/news/cba2b7910ada154c358bc116a8aa1686","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998305369","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9991261174,"gmtCreate":1660847207301,"gmtModify":1676536409256,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"Why is anyone even trying to intepret the Fed when its obvious that they are just going to act according to the next CPI","listText":"Why is anyone even trying to intepret the Fed when its obvious that they are just going to act according to the next CPI","text":"Why is anyone even trying to intepret the Fed when its obvious that they are just going to act according to the next CPI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991261174","repostId":"2260780888","repostType":4,"repost":{"id":"2260780888","pubTimestamp":1660795309,"share":"https://ttm.financial/m/news/2260780888?lang=&edition=fundamental","pubTime":"2022-08-18 12:01","market":"us","language":"en","title":"Did the Stock Market \"Misinterpret\" Fed Again? What Strategists Say About the Reaction to the July Minutes","url":"https://stock-news.laohu8.com/highlight/detail?id=2260780888","media":"MarketWatch","summary":"Minutes from the July FOMC were ‘overall balanced’: CitiDid investors misinterpret the Fed? DREW ANG","content":"<html><head></head><body><p>Minutes from the July FOMC were ‘overall balanced’: Citi</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21c7cb7ec9a1c43fcf22ca32317c45ae\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Did investors misinterpret the Fed? DREW ANGERER/GETTY IMAGES</span></p><p>Minutes from the Federal Reserve’s meeting in July — at which policy makers hiked the benchmark interest rate by 75 basis points, indicate stock-market participants were too quick to price in a “less hawkish” policy outlook, some strategists argued Wednesday.</p><p>Federal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat stickier inflation, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.</p><p>Fed officials agreed that “moving to an appropriately restrictive stance of policy was essential for avoiding an unanchoring of inflation expectations,” while some indicated that the policy rate would have to reach a “sufficiently restrictive” level to ensure that inflation is firmly on a path back to 2 percent, and maintain that level for some time.</p><p>The minutes, however, also showed “many officials” said they were worried about the risk that the Fed could tighten the stance of monetary policy by more than necessary.</p><p>U.S. stocks finished lower on Wednesday after trimming losses. The S&amp;P 500 declined 31.16 points, or 0.7%, to end at 4,274.04. The Dow Jones Industrial Average snapped a five-day winning streak, falling 171.69 points, or 0.5%, to end at 33,980.32, after declining 324 points at its session low. The Nasdaq Composite dropped 164.43 points, or 1.3%, closing at 12,938.12.</p><p>As investors parsed the summary of the meeting, economists at Citi argued that rather than being suggestive of more dovish policy, the minutes were merely “calls to remain data dependent in an uncertain and rapidly evolving environment.”</p><p>“Minutes from the July FOMC were overall balanced, reflecting a committee worried they might provide too little restriction to bring down inflation, but also concerned they might tighten by too much leading to an unnecessarily negative growth outcome,” said Citi economists Andrew Hollenhorst and Veronica Clark in a note. “Subsequent to the meeting, stronger activity data, concerningly high and persistent wage and price inflation and looser financial conditions suggest Chair Powell will find himself once again making a hawkish push to maintain the ‘resolve’ and ‘credibility’ minutes indicate the committee intends to reflect through their ‘forceful policy’ actions.”</p><p>David Petrosinelli, a senior trader at InspereX in New York, also argued that investors were too optimistic and misinterpreted the minutes.</p><p>“This surely wouldn’t be the first time the general market misinterpreted the minutes…The perception that this was less hawkish, but that’s not what I read when I read the minutes.” Petrosinelli told MarketWatch in a phone interview on Wednesday. “I just think at the end of the day, the Fed knows that they have an inflation problem. I think they know that they’re not anywhere near restrictive yet in rates, and I think they’re going to get there.”</p><p>U.S. stocks have rallied off their mid-June lows, with the Nasdaq Composite exiting bear-market territory last week, while the Dow Jones Industrial Average and S&amp;P 500 also experienced renewed upward momentum. Yet, strategists said the market’s optimistic reaction to Chairman Powell’s July press conference and July economic reports was premature.</p><p>“I think we’re not out of the woods yet. We believe a rally in technology was hopeful and that we’re kind of near the end of the interest rate tightening cycle,” Andy Tepper, managing director at BNY Mellon Wealth Management said via phone. “Quite frankly, we think that may be a little bit premature, that there still is some worrisome stickier inflation that the Federal Reserve needs to deal with.”</p></body></html>","source":"lsy1603348471595","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>Did the Stock Market \"Misinterpret\" Fed Again? What Strategists Say About the Reaction to the July Minutes</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\">\nDid the Stock Market \"Misinterpret\" Fed Again? What Strategists Say About the Reaction to the July Minutes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/did-the-stock-market-misinterpret-fed-again-what-strategists-say-about-the-reaction-to-the-july-minutes-11660774228?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1660792212><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Minutes from the July FOMC were ‘overall balanced’: CitiDid investors misinterpret the Fed? DREW ANGERER/GETTY IMAGESMinutes from the Federal Reserve’s meeting in July — at which policy makers hiked ...</p>\n\n<a href=\"https://www.marketwatch.com/story/did-the-stock-market-misinterpret-fed-again-what-strategists-say-about-the-reaction-to-the-july-minutes-11660774228?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1660792212\">Web Link</a>\n\n</div>\n\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":"https://www.marketwatch.com/story/did-the-stock-market-misinterpret-fed-again-what-strategists-say-about-the-reaction-to-the-july-minutes-11660774228?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1660792212","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260780888","content_text":"Minutes from the July FOMC were ‘overall balanced’: CitiDid investors misinterpret the Fed? DREW ANGERER/GETTY IMAGESMinutes from the Federal Reserve’s meeting in July — at which policy makers hiked the benchmark interest rate by 75 basis points, indicate stock-market participants were too quick to price in a “less hawkish” policy outlook, some strategists argued Wednesday.Federal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat stickier inflation, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.Fed officials agreed that “moving to an appropriately restrictive stance of policy was essential for avoiding an unanchoring of inflation expectations,” while some indicated that the policy rate would have to reach a “sufficiently restrictive” level to ensure that inflation is firmly on a path back to 2 percent, and maintain that level for some time.The minutes, however, also showed “many officials” said they were worried about the risk that the Fed could tighten the stance of monetary policy by more than necessary.U.S. stocks finished lower on Wednesday after trimming losses. The S&P 500 declined 31.16 points, or 0.7%, to end at 4,274.04. The Dow Jones Industrial Average snapped a five-day winning streak, falling 171.69 points, or 0.5%, to end at 33,980.32, after declining 324 points at its session low. The Nasdaq Composite dropped 164.43 points, or 1.3%, closing at 12,938.12.As investors parsed the summary of the meeting, economists at Citi argued that rather than being suggestive of more dovish policy, the minutes were merely “calls to remain data dependent in an uncertain and rapidly evolving environment.”“Minutes from the July FOMC were overall balanced, reflecting a committee worried they might provide too little restriction to bring down inflation, but also concerned they might tighten by too much leading to an unnecessarily negative growth outcome,” said Citi economists Andrew Hollenhorst and Veronica Clark in a note. “Subsequent to the meeting, stronger activity data, concerningly high and persistent wage and price inflation and looser financial conditions suggest Chair Powell will find himself once again making a hawkish push to maintain the ‘resolve’ and ‘credibility’ minutes indicate the committee intends to reflect through their ‘forceful policy’ actions.”David Petrosinelli, a senior trader at InspereX in New York, also argued that investors were too optimistic and misinterpreted the minutes.“This surely wouldn’t be the first time the general market misinterpreted the minutes…The perception that this was less hawkish, but that’s not what I read when I read the minutes.” Petrosinelli told MarketWatch in a phone interview on Wednesday. “I just think at the end of the day, the Fed knows that they have an inflation problem. I think they know that they’re not anywhere near restrictive yet in rates, and I think they’re going to get there.”U.S. stocks have rallied off their mid-June lows, with the Nasdaq Composite exiting bear-market territory last week, while the Dow Jones Industrial Average and S&P 500 also experienced renewed upward momentum. Yet, strategists said the market’s optimistic reaction to Chairman Powell’s July press conference and July economic reports was premature.“I think we’re not out of the woods yet. We believe a rally in technology was hopeful and that we’re kind of near the end of the interest rate tightening cycle,” Andy Tepper, managing director at BNY Mellon Wealth Management said via phone. “Quite frankly, we think that may be a little bit premature, that there still is some worrisome stickier inflation that the Federal Reserve needs to deal with.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991263796,"gmtCreate":1660846634918,"gmtModify":1676536409248,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"Yup its definitely too early to say that the market has bottom","listText":"Yup its definitely too early to say that the market has bottom","text":"Yup its definitely too early to say that the market has bottom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991263796","repostId":"2260838863","repostType":4,"repost":{"id":"2260838863","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":1660815686,"share":"https://ttm.financial/m/news/2260838863?lang=&edition=fundamental","pubTime":"2022-08-18 17:41","market":"us","language":"en","title":"This Rule with a Perfect Record Says the Market Hasn't Bottomed, Says Bank of America's Star Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2260838863","media":"Dow Jones","summary":"Rules are there to be broken. That may be a standard mantra for anarchists. But for traders such thi","content":"<html><head></head><body><p>Rules are there to be broken. That may be a standard mantra for anarchists. But for traders such thinking may prove to be dangerously dismissive.</p><p>Investors therefore may like to consider the latest note from Bank of America&#39;s Savita Subramanian in which the star analyst describes how &#34;one rule with a perfect track record says the market hasn&#39;t bottomed.&#34;</p><p>Subramanian,  head of U.S. equity and quantitative strategy, says that only 30% of the conditions required for a market bottom are currently triggered following this latest rebound that has taken the S&amp;P 500  up 16.6% from its mid-June low. Usually, at least 80% of the conditions  must be registered before the all-clear can be called.</p><p>One of these signposts in particular is essential -- the Rule of 20. That is when the sum of yearly consumer price inflation and the market&#39;s trailing price-to-earnings ratio is lower than 20 when the market hits its trough.</p><p>Currently the market P/E is 20 and CPI is 8.5%, Surbramanian notes. That&#39;s 28.5.</p><p>&#34;Outside of inflation falling to 0%, or the S&amp;P 500 falling to 2500, an earnings surprise of 50% would be required to satisfy the Rule of 20, while consensus is forecasting an aggressive and we think unachievable 8% growth rate in 2023 already,&#34; she says.<img src=\"https://static.tigerbbs.com/846c4ac57533f4d36f777f43310bd8db\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>Meanwhile, BofA also reckons stocks are not sufficiently cheap because the market is underestimating the chances of a contracting economy.</p><p>&#34;A 20% likelihood of a recession is now priced in versus 36% in June. In March, stocks priced in a 75% probability of recession. Even on Enterprise Value to Sales, where sales should be elevated by the tailwind of 9% CPI, the market multiple is excessively elevated (+40%) relative to history -- possibly because real sales growth ex-Energy is essentially flat.&#34;</p><p>Other signposts that must be triggered to confirm a bottom, but currently are not, include: the Fed cutting rates; a 50 basis point or more decline in the 2-year Treasury yield ; a rising unemployment rate versus the 12-month low; a sell-side indicator buy signal.</p><p>Signals that are currently giving the green light to bulls include: Improving PMIs; and more bears than bulls.</p><p>Given all this, Subramanian favors the energy and industrial sectors and suggests selling consumer-focused stocks.</p><p>&#34;Industrials could be lifted by already strong capex (it grew +19% YoY in 2Q) and with companies guiding still higher on capex during second-quarter earnings season. Capex may be more of a necessity amid a tight labor market warranting automation and de-globalization, and should hold up better than in prior recessions,&#34; she writes.</p><p>The S&amp;P 500 has dropped 10% this year. The Dow Jones Industrial Average  has declined by 6%, while the Nasdaq Composite  has lost 17%.</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>This Rule with a Perfect Record Says the Market Hasn't Bottomed, Says Bank of America's Star Analyst</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\">\nThis Rule with a Perfect Record Says the Market Hasn't Bottomed, Says Bank of America's Star Analyst\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\">2022-08-18 17:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Rules are there to be broken. That may be a standard mantra for anarchists. But for traders such thinking may prove to be dangerously dismissive.</p><p>Investors therefore may like to consider the latest note from Bank of America&#39;s Savita Subramanian in which the star analyst describes how &#34;one rule with a perfect track record says the market hasn&#39;t bottomed.&#34;</p><p>Subramanian,  head of U.S. equity and quantitative strategy, says that only 30% of the conditions required for a market bottom are currently triggered following this latest rebound that has taken the S&amp;P 500  up 16.6% from its mid-June low. Usually, at least 80% of the conditions  must be registered before the all-clear can be called.</p><p>One of these signposts in particular is essential -- the Rule of 20. That is when the sum of yearly consumer price inflation and the market&#39;s trailing price-to-earnings ratio is lower than 20 when the market hits its trough.</p><p>Currently the market P/E is 20 and CPI is 8.5%, Surbramanian notes. That&#39;s 28.5.</p><p>&#34;Outside of inflation falling to 0%, or the S&amp;P 500 falling to 2500, an earnings surprise of 50% would be required to satisfy the Rule of 20, while consensus is forecasting an aggressive and we think unachievable 8% growth rate in 2023 already,&#34; she says.<img src=\"https://static.tigerbbs.com/846c4ac57533f4d36f777f43310bd8db\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>Meanwhile, BofA also reckons stocks are not sufficiently cheap because the market is underestimating the chances of a contracting economy.</p><p>&#34;A 20% likelihood of a recession is now priced in versus 36% in June. In March, stocks priced in a 75% probability of recession. Even on Enterprise Value to Sales, where sales should be elevated by the tailwind of 9% CPI, the market multiple is excessively elevated (+40%) relative to history -- possibly because real sales growth ex-Energy is essentially flat.&#34;</p><p>Other signposts that must be triggered to confirm a bottom, but currently are not, include: the Fed cutting rates; a 50 basis point or more decline in the 2-year Treasury yield ; a rising unemployment rate versus the 12-month low; a sell-side indicator buy signal.</p><p>Signals that are currently giving the green light to bulls include: Improving PMIs; and more bears than bulls.</p><p>Given all this, Subramanian favors the energy and industrial sectors and suggests selling consumer-focused stocks.</p><p>&#34;Industrials could be lifted by already strong capex (it grew +19% YoY in 2Q) and with companies guiding still higher on capex during second-quarter earnings season. Capex may be more of a necessity amid a tight labor market warranting automation and de-globalization, and should hold up better than in prior recessions,&#34; she writes.</p><p>The S&amp;P 500 has dropped 10% this year. The Dow Jones Industrial Average  has declined by 6%, while the Nasdaq Composite  has lost 17%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4504":"桥水持仓","BK4207":"综合性银行","BAC":"美国银行","BK4553":"喜马拉雅资本持仓","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260838863","content_text":"Rules are there to be broken. That may be a standard mantra for anarchists. But for traders such thinking may prove to be dangerously dismissive.Investors therefore may like to consider the latest note from Bank of America's Savita Subramanian in which the star analyst describes how \"one rule with a perfect track record says the market hasn't bottomed.\"Subramanian,  head of U.S. equity and quantitative strategy, says that only 30% of the conditions required for a market bottom are currently triggered following this latest rebound that has taken the S&P 500  up 16.6% from its mid-June low. Usually, at least 80% of the conditions  must be registered before the all-clear can be called.One of these signposts in particular is essential -- the Rule of 20. That is when the sum of yearly consumer price inflation and the market's trailing price-to-earnings ratio is lower than 20 when the market hits its trough.Currently the market P/E is 20 and CPI is 8.5%, Surbramanian notes. That's 28.5.\"Outside of inflation falling to 0%, or the S&P 500 falling to 2500, an earnings surprise of 50% would be required to satisfy the Rule of 20, while consensus is forecasting an aggressive and we think unachievable 8% growth rate in 2023 already,\" she says.Meanwhile, BofA also reckons stocks are not sufficiently cheap because the market is underestimating the chances of a contracting economy.\"A 20% likelihood of a recession is now priced in versus 36% in June. In March, stocks priced in a 75% probability of recession. Even on Enterprise Value to Sales, where sales should be elevated by the tailwind of 9% CPI, the market multiple is excessively elevated (+40%) relative to history -- possibly because real sales growth ex-Energy is essentially flat.\"Other signposts that must be triggered to confirm a bottom, but currently are not, include: the Fed cutting rates; a 50 basis point or more decline in the 2-year Treasury yield ; a rising unemployment rate versus the 12-month low; a sell-side indicator buy signal.Signals that are currently giving the green light to bulls include: Improving PMIs; and more bears than bulls.Given all this, Subramanian favors the energy and industrial sectors and suggests selling consumer-focused stocks.\"Industrials could be lifted by already strong capex (it grew +19% YoY in 2Q) and with companies guiding still higher on capex during second-quarter earnings season. Capex may be more of a necessity amid a tight labor market warranting automation and de-globalization, and should hold up better than in prior recessions,\" she writes.The S&P 500 has dropped 10% this year. The Dow Jones Industrial Average  has declined by 6%, while the Nasdaq Composite  has lost 17%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999412164,"gmtCreate":1660570677060,"gmtModify":1676535212426,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a>waiting to grab more","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a>waiting to grab more","text":"$Bank of America(BAC)$waiting to grab more","images":[{"img":"https://community-static.tradeup.com/news/ca182667ffa0fb2f2c4b7c5a65dff727","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999412164","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9999416678,"gmtCreate":1660570613297,"gmtModify":1676535209509,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"High chance will rebound","listText":"High chance will rebound","text":"High chance will rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999416678","repostId":"1122639481","repostType":4,"repost":{"id":"1122639481","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":1660562973,"share":"https://ttm.financial/m/news/1122639481?lang=&edition=fundamental","pubTime":"2022-08-15 19:29","market":"us","language":"en","title":"More Pain or Rebound? Investors Brace for Retail Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1122639481","media":"Reuters","summary":"Aug 15 (Reuters) - Walmart Inc(WMT.N)and Target Corp(TGT.N)kick off retail earnings this week, and w","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/6c440d0e1c3a2804e3cbf7232c0ed0fe\" tg-width=\"5735\" tg-height=\"3823\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Aug 15 (Reuters) - Walmart Inc(WMT.N)and Target Corp(TGT.N)kick off retail earnings this week, and what the two biggest U.S. retailers say about consumers will likely set the theme for the rest of the sector and offer clues about the health of the U.S. economy.</p><p>A decline in gasoline prices in recent weeks has eased some pressure on lower-income shoppers, but inflation is still running at a four-decade high. That could keep the U.S. Federal Reserve on its rate-hike path, potentially tipping the economy into recession</p><p>Both Walmart and Target saw big inventory builds during the first quarter and warned of a fall in earnings this year as consumers increasingly shopped for lower-margin goods such as food and fuel.read more</p><p>&#34;Target made it pretty plain that the next couple of quarters were going to be difficult as they got rid of inventory at lower prices,&#34; said Bill Smead, chief investment officer of Smead Capital Management, which owns Target shares worth about $200 million.</p><p>&#34;The stock could easily retest (this year&#39;s) lows,&#34; Smead said, adding that could be a buying opportunity for his fund.</p><p>Since the major retailers last reported quarterly results, prices shoppers pay for a variety of goods and services have shown signs of cooling following a relentless rise. For July, the consumer price index rose 8.5%, but at a slower pace from the previous month due largely to a 17% drop in gasoline prices.</p><p>The sector is also preparing for the back-to-school and holiday seasons, periods where they earn a big chunk of their annual profits.</p><p>In a warning that spooked global markets, Walmart said last month its second-quarter profit and margins are expected to fall as it slashed prices to clear a $60 billion inventory buildup.</p><p>Now, analysts on average expect the nation&#39;s largest retailer to post a 6.3% decline when it reports second-quarter earnings on Tuesday.</p><p>The Bentonville, Arkansas company&#39;s profit margins are likely to remain under pressure for the rest of the year because it caters to budget-conscious shoppers who are more acutely impacted by inflation, analysts said.</p><p>&#34;The low-end customer has not been doing well and that hurts Walmart more. Target will not get affected so much as it caters to a middle-to-higher end customer,&#34; said Dave Harden, chief investment officer at Summit Global Investments</p><p>Harden&#39;s firm owns more than $50 million worth of shares in both Walmart and Target.</p><p>Target, which reports on Wednesday, is expected to report an over 78% drop in earnings.</p><p>J.P. Morgan and Jane Hali &amp; Associates analysts expect Target to fare better than its bigger rival as they believe it has done a job of clearing inventory.</p><p>&#34;Overall, Target&#39;s inventory is looking to be in a good spot, except for a handful of categories where stocks are still inflated,&#34; said Jane Hali &amp; Associates analyst Jessica Ramirez, while J.P.Morgan said it expected the retailer to exit the second quarter with clean inventories, having taken its &#34;medicine&#34; with price cuts.</p><p>Department store Kohl&#39;s Corp(KSS.N), off-price retailer TJX Cos Inc(TJX.N)and home improvement chains Home Depot Inc(HD.N)and Lowe&#39;s Cos Inc(LOW.N)are set to report earnings this week and will likely point to which parts of the retail sector are holding up best against inflation.</p><p>&#34;The extent to which retailers can clear these lowered bars and signal to investors that they can preserve margins in the back-half will determine whether the stock reaction will be positive or negative,&#34; Chelsea Wiater, portfolio manager at EFG Asset Management, told Reuters.</p><p><img src=\"https://static.tigerbbs.com/f9b05830dd61ee476bf18c244d4056b3\" tg-width=\"964\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>More Pain or Rebound? Investors Brace for Retail Earnings</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\">\nMore Pain or Rebound? Investors Brace for Retail Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-15 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/6c440d0e1c3a2804e3cbf7232c0ed0fe\" tg-width=\"5735\" tg-height=\"3823\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Aug 15 (Reuters) - Walmart Inc(WMT.N)and Target Corp(TGT.N)kick off retail earnings this week, and what the two biggest U.S. retailers say about consumers will likely set the theme for the rest of the sector and offer clues about the health of the U.S. economy.</p><p>A decline in gasoline prices in recent weeks has eased some pressure on lower-income shoppers, but inflation is still running at a four-decade high. That could keep the U.S. Federal Reserve on its rate-hike path, potentially tipping the economy into recession</p><p>Both Walmart and Target saw big inventory builds during the first quarter and warned of a fall in earnings this year as consumers increasingly shopped for lower-margin goods such as food and fuel.read more</p><p>&#34;Target made it pretty plain that the next couple of quarters were going to be difficult as they got rid of inventory at lower prices,&#34; said Bill Smead, chief investment officer of Smead Capital Management, which owns Target shares worth about $200 million.</p><p>&#34;The stock could easily retest (this year&#39;s) lows,&#34; Smead said, adding that could be a buying opportunity for his fund.</p><p>Since the major retailers last reported quarterly results, prices shoppers pay for a variety of goods and services have shown signs of cooling following a relentless rise. For July, the consumer price index rose 8.5%, but at a slower pace from the previous month due largely to a 17% drop in gasoline prices.</p><p>The sector is also preparing for the back-to-school and holiday seasons, periods where they earn a big chunk of their annual profits.</p><p>In a warning that spooked global markets, Walmart said last month its second-quarter profit and margins are expected to fall as it slashed prices to clear a $60 billion inventory buildup.</p><p>Now, analysts on average expect the nation&#39;s largest retailer to post a 6.3% decline when it reports second-quarter earnings on Tuesday.</p><p>The Bentonville, Arkansas company&#39;s profit margins are likely to remain under pressure for the rest of the year because it caters to budget-conscious shoppers who are more acutely impacted by inflation, analysts said.</p><p>&#34;The low-end customer has not been doing well and that hurts Walmart more. Target will not get affected so much as it caters to a middle-to-higher end customer,&#34; said Dave Harden, chief investment officer at Summit Global Investments</p><p>Harden&#39;s firm owns more than $50 million worth of shares in both Walmart and Target.</p><p>Target, which reports on Wednesday, is expected to report an over 78% drop in earnings.</p><p>J.P. Morgan and Jane Hali &amp; Associates analysts expect Target to fare better than its bigger rival as they believe it has done a job of clearing inventory.</p><p>&#34;Overall, Target&#39;s inventory is looking to be in a good spot, except for a handful of categories where stocks are still inflated,&#34; said Jane Hali &amp; Associates analyst Jessica Ramirez, while J.P.Morgan said it expected the retailer to exit the second quarter with clean inventories, having taken its &#34;medicine&#34; with price cuts.</p><p>Department store Kohl&#39;s Corp(KSS.N), off-price retailer TJX Cos Inc(TJX.N)and home improvement chains Home Depot Inc(HD.N)and Lowe&#39;s Cos Inc(LOW.N)are set to report earnings this week and will likely point to which parts of the retail sector are holding up best against inflation.</p><p>&#34;The extent to which retailers can clear these lowered bars and signal to investors that they can preserve margins in the back-half will determine whether the stock reaction will be positive or negative,&#34; Chelsea Wiater, portfolio manager at EFG Asset Management, told Reuters.</p><p><img src=\"https://static.tigerbbs.com/f9b05830dd61ee476bf18c244d4056b3\" tg-width=\"964\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","HD":"家得宝","TGT":"塔吉特","KSS":"柯尔百货"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122639481","content_text":"Aug 15 (Reuters) - Walmart Inc(WMT.N)and Target Corp(TGT.N)kick off retail earnings this week, and what the two biggest U.S. retailers say about consumers will likely set the theme for the rest of the sector and offer clues about the health of the U.S. economy.A decline in gasoline prices in recent weeks has eased some pressure on lower-income shoppers, but inflation is still running at a four-decade high. That could keep the U.S. Federal Reserve on its rate-hike path, potentially tipping the economy into recessionBoth Walmart and Target saw big inventory builds during the first quarter and warned of a fall in earnings this year as consumers increasingly shopped for lower-margin goods such as food and fuel.read more\"Target made it pretty plain that the next couple of quarters were going to be difficult as they got rid of inventory at lower prices,\" said Bill Smead, chief investment officer of Smead Capital Management, which owns Target shares worth about $200 million.\"The stock could easily retest (this year's) lows,\" Smead said, adding that could be a buying opportunity for his fund.Since the major retailers last reported quarterly results, prices shoppers pay for a variety of goods and services have shown signs of cooling following a relentless rise. For July, the consumer price index rose 8.5%, but at a slower pace from the previous month due largely to a 17% drop in gasoline prices.The sector is also preparing for the back-to-school and holiday seasons, periods where they earn a big chunk of their annual profits.In a warning that spooked global markets, Walmart said last month its second-quarter profit and margins are expected to fall as it slashed prices to clear a $60 billion inventory buildup.Now, analysts on average expect the nation's largest retailer to post a 6.3% decline when it reports second-quarter earnings on Tuesday.The Bentonville, Arkansas company's profit margins are likely to remain under pressure for the rest of the year because it caters to budget-conscious shoppers who are more acutely impacted by inflation, analysts said.\"The low-end customer has not been doing well and that hurts Walmart more. Target will not get affected so much as it caters to a middle-to-higher end customer,\" said Dave Harden, chief investment officer at Summit Global InvestmentsHarden's firm owns more than $50 million worth of shares in both Walmart and Target.Target, which reports on Wednesday, is expected to report an over 78% drop in earnings.J.P. Morgan and Jane Hali & Associates analysts expect Target to fare better than its bigger rival as they believe it has done a job of clearing inventory.\"Overall, Target's inventory is looking to be in a good spot, except for a handful of categories where stocks are still inflated,\" said Jane Hali & Associates analyst Jessica Ramirez, while J.P.Morgan said it expected the retailer to exit the second quarter with clean inventories, having taken its \"medicine\" with price cuts.Department store Kohl's Corp(KSS.N), off-price retailer TJX Cos Inc(TJX.N)and home improvement chains Home Depot Inc(HD.N)and Lowe's Cos Inc(LOW.N)are set to report earnings this week and will likely point to which parts of the retail sector are holding up best against inflation.\"The extent to which retailers can clear these lowered bars and signal to investors that they can preserve margins in the back-half will determine whether the stock reaction will be positive or negative,\" Chelsea Wiater, portfolio manager at EFG Asset Management, told Reuters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999411706,"gmtCreate":1660570454007,"gmtModify":1676535201707,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"Despite the CHIPS Act, the semicon industry remains down...its still best to stay away at this moment","listText":"Despite the CHIPS Act, the semicon industry remains down...its still best to stay away at this moment","text":"Despite the CHIPS Act, the semicon industry remains down...its still best to stay away at this moment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999411706","repostId":"2259301500","repostType":4,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902503366,"gmtCreate":1659714848158,"gmtModify":1704719977935,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>long term keep","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>long term keep","text":"$Alphabet(GOOGL)$long term keep","images":[{"img":"https://community-static.tradeup.com/news/a77d17616e5c183140d645dfce51e1e1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902503366","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902907910,"gmtCreate":1659622587732,"gmtModify":1705992239841,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"Well she did see something that most do not see","listText":"Well she did see something that most do not see","text":"Well she did see something that most do not see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902907910","repostId":"2256275479","repostType":4,"repost":{"id":"2256275479","pubTimestamp":1659625409,"share":"https://ttm.financial/m/news/2256275479?lang=&edition=fundamental","pubTime":"2022-08-04 23:03","market":"us","language":"en","title":"Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2256275479","media":"Motley Fool","summary":"There are always bargains to be had if you just know where to look.","content":"<html><head></head><body><p>Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of her picks might surprise you.</p><p>So what did she buy? Wood&#39;s exchange-traded funds (ETFs) added to existing stakes in <b>Roku</b>, <b>Shopify</b>, and <b>Teladoc</b>. Let&#39;s see if we can figure out what she sees in these former highfliers that have been abandoned by many investors.</p><h2><a href=\"https://laohu8.com/S/ROKU\">Roku</a></h2><p>There&#39;s no question that streaming video growth has hit a speed bump in recent months, as people headed back out into the world after enduring pandemic-related restrictions. Yet cord-cutting remains at near-epidemic proportions, and viewers will need to get their entertainment fix somewhere, which suggests that the growth of streaming media is far from over.</p><p>Roku has slumped 82% from its all-time high reached in mid-2021. However, the falling stock price doesn&#39;t mean its growth streak is over. Roku&#39;s revenue rose 18% year over year in its latest quarter, though it swung to a loss, spooking investors.</p><p>Streaming hours and active accounts grew 19% and 14%, respectively, continuing Roku&#39;s unbroken growth streak. Overlooked by investors was the company&#39;s average revenue per user (ARPU), which climbed 21%. This means Roku is making more from each successive viewer and suggests that once growth inevitably accelerates, profitability will surge.</p><p>Roku is the industry leader in a growing market, and while it has fallen on tough times, the future remains bright, which likely contributed to Wood&#39;s decision to buy shares even as the stock slid.</p><h2><a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h2><p>Another stock that&#39;s been left for dead by investors is Shopify. Investors have convinced themselves that e-commerce growth has peaked, sending Shopify shares down roughly 77% from its high hit late last year.</p><p>Yet even as Shopify stock has plunged, growth has trudged higher. In Q2, revenue climbed 16% year over year, even in the face of tough comps, though expenses weighed on the bottom line. Shopify announced a series of cost-cutting measures -- including lay-offs -- that should help it return to profitability.</p><p>While online retail growth has hit a speed bump, it&#39;s far from over. In fact, in the 10 years prior to the pandemic, e-commerce sales more than doubled, growing from roughly 4% of total retail to nearly 10%. This suggests the pause in digital sales growth is merely temporary.</p><p>As the leading provider of tools that help merchants join the e-commerce revolution, Shopify is well positioned to benefit from this ongoing trend, which is why Wood continues to buy shares.</p><h2><a href=\"https://laohu8.com/S/TDOC\">Teladoc</a></h2><p>There&#39;s no doubt that the adoption of telehealth has slowed, weighing on Teladoc&#39;s stock price in the process, which is now down 76% from its peak reached early last year. That doesn&#39;t mean its growth is over, which is why Wood has been buying Teladoc shares by the fistful.</p><p>Q2 revenue grew 18% year over year, and while its losses mounted, much of that was the result of non-cash goodwill impairment charges related to its purchase of Livongo Health. Perhaps more importantly, total patient visits grew by 31% year over year, while its chronic care patients climbed 13%.</p><p>The ease and convenience of telemedicine hasn&#39;t changed, and patients who have used virtual consultations to meet with doctors and other medical professionals will continue to do so, though growth may come at a slower pace. Teladoc expects total visits of roughly 19 million in 2022, resulting in revenue growth of about 21% at the midpoint of its guidance. Given the write-offs, it&#39;s doubtful the company will be profitable this year, but that thing they say in the exercise community applies just as well to the investing experience. No pain, no gain! Teladoc will get back to making profits in the long run, so investors should pounce while shares are cheap.</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>Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last 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\">\nCathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","TDOC":"Teladoc Health Inc.","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256275479","content_text":"Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of her picks might surprise you.So what did she buy? Wood's exchange-traded funds (ETFs) added to existing stakes in Roku, Shopify, and Teladoc. Let's see if we can figure out what she sees in these former highfliers that have been abandoned by many investors.RokuThere's no question that streaming video growth has hit a speed bump in recent months, as people headed back out into the world after enduring pandemic-related restrictions. Yet cord-cutting remains at near-epidemic proportions, and viewers will need to get their entertainment fix somewhere, which suggests that the growth of streaming media is far from over.Roku has slumped 82% from its all-time high reached in mid-2021. However, the falling stock price doesn't mean its growth streak is over. Roku's revenue rose 18% year over year in its latest quarter, though it swung to a loss, spooking investors.Streaming hours and active accounts grew 19% and 14%, respectively, continuing Roku's unbroken growth streak. Overlooked by investors was the company's average revenue per user (ARPU), which climbed 21%. This means Roku is making more from each successive viewer and suggests that once growth inevitably accelerates, profitability will surge.Roku is the industry leader in a growing market, and while it has fallen on tough times, the future remains bright, which likely contributed to Wood's decision to buy shares even as the stock slid.ShopifyAnother stock that's been left for dead by investors is Shopify. Investors have convinced themselves that e-commerce growth has peaked, sending Shopify shares down roughly 77% from its high hit late last year.Yet even as Shopify stock has plunged, growth has trudged higher. In Q2, revenue climbed 16% year over year, even in the face of tough comps, though expenses weighed on the bottom line. Shopify announced a series of cost-cutting measures -- including lay-offs -- that should help it return to profitability.While online retail growth has hit a speed bump, it's far from over. In fact, in the 10 years prior to the pandemic, e-commerce sales more than doubled, growing from roughly 4% of total retail to nearly 10%. This suggests the pause in digital sales growth is merely temporary.As the leading provider of tools that help merchants join the e-commerce revolution, Shopify is well positioned to benefit from this ongoing trend, which is why Wood continues to buy shares.TeladocThere's no doubt that the adoption of telehealth has slowed, weighing on Teladoc's stock price in the process, which is now down 76% from its peak reached early last year. That doesn't mean its growth is over, which is why Wood has been buying Teladoc shares by the fistful.Q2 revenue grew 18% year over year, and while its losses mounted, much of that was the result of non-cash goodwill impairment charges related to its purchase of Livongo Health. Perhaps more importantly, total patient visits grew by 31% year over year, while its chronic care patients climbed 13%.The ease and convenience of telemedicine hasn't changed, and patients who have used virtual consultations to meet with doctors and other medical professionals will continue to do so, though growth may come at a slower pace. Teladoc expects total visits of roughly 19 million in 2022, resulting in revenue growth of about 21% at the midpoint of its guidance. Given the write-offs, it's doubtful the company will be profitable this year, but that thing they say in the exercise community applies just as well to the investing experience. No pain, no gain! Teladoc will get back to making profits in the long run, so investors should pounce while shares are cheap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906677286,"gmtCreate":1659541982247,"gmtModify":1705981430373,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>when div will be shown","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>when div will be shown","text":"$Citigroup(C)$when div will be shown","images":[{"img":"https://community-static.tradeup.com/news/a099e5a96b28307af41d3c54d68246c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906677286","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9903679922,"gmtCreate":1659027074766,"gmtModify":1676536245893,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"Finally...great news","listText":"Finally...great news","text":"Finally...great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903679922","repostId":"1179137005","repostType":4,"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077723664,"gmtCreate":1658587867258,"gmtModify":1676536179475,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107267438903580","authorIdStr":"4107267438903580"},"themes":[],"htmlText":"Overthink","listText":"Overthink","text":"Overthink","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077723664","repostId":"2253658190","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":274664922730704,"gmtCreate":1708094775195,"gmtModify":1708096531902,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"Hope all can see a world full of flowers in the dragon year!! Wishing for world peace and the wars can all stop in this year","listText":"Hope all can see a world full of flowers in the dragon year!! Wishing for world peace and the wars can all stop in this year","text":"Hope all can see a world full of flowers in the dragon year!! Wishing for world peace and the wars can all stop in this year","images":[{"img":"https://community-static.tradeup.com/news/21aed1b9c86f600e14f58b891c6edc57"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274664922730704","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9992456396,"gmtCreate":1661358593118,"gmtModify":1676536503261,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"Wah so dramatic like Korean drama","listText":"Wah so dramatic like Korean drama","text":"Wah so dramatic like Korean drama","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992456396","repostId":"1162343527","repostType":4,"repost":{"id":"1162343527","pubTimestamp":1661354227,"share":"https://ttm.financial/m/news/1162343527?lang=&edition=fundamental","pubTime":"2022-08-24 23:17","market":"us","language":"en","title":"Elon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1162343527","media":"Bloomberg","summary":"In a country where economic inequality has inspiredParasiteandSquid Game, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.llustration: Lucia P","content":"<html><head></head><body><p>In a country where economic inequality has inspired <i>Parasite</i> and <i>Squid Game</i>, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c628a928019451a317d0571a52e0552b\" tg-width=\"2210\" tg-height=\"1964\" referrerpolicy=\"no-referrer\"/><span>llustration: Lucia Pham for Bloomberg Businessweek</span></p><p>Park Sunghyun and her husband sold their home in Seoul, moved into a rental apartment with their 7-year-old son, and plowed the family’s $230,000 of savings into shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a></p><p>They’re not alone in betting everything on Elon Musk’s electric-car maker. Throughout the pandemic, individual South Koreans thronged into Tesla stock, increasing their combined holdings more than a hundredfold, to exceed $15 billion. It makes them key stakeholders in one of the largest companies in the world by market value, with a collective share as big as those of Larry Ellison or US money manager T. Rowe Price Group Inc. They tend to be dip buyers who jump in when the stock retreats, helping curb declines.</p><p>But there’s an unhappy undercurrent to such enthusiasm: As South Korea’s wealth gap widens, many of these investors see risky bets on stocks and cryptocurrencies as their only realistic path to financial independence. Tesla is a favorite of retail traders worldwide, but Musk has generated a following in the country with something that approaches cultlike fervor among struggling wage earners. They call themselves Teslams, blending the words “Tesla” and “Islam” to show the strength of their faith in the company. Some sign off on tweets with the word “Temen,” their play on “Tesla” and “amen.”</p><p>Park and her husband—university graduates who landed jobs in the finance sector before marrying and starting a family—hadn’t planned on risking everything on Tesla. Then the already hot property market reached a boiling point when the central bank cut interest rates to a record low after the coronavirus outbreak began in 2020.</p><p><img src=\"https://static.tigerbbs.com/332ec723ed0145f8110751875c90853a\" tg-width=\"694\" tg-height=\"535\" referrerpolicy=\"no-referrer\"/></p><p>The couple had sold their home in late 2019, hoping to buy a bigger one, but were left stranded as prices accelerated beyond their borrowing capacity. The same story has played out in many countries recently, but it’s emblematic of South Korea, where the cost of apartments in the greater Seoul metropolitan area doubled over the past five years, outpacing pay increases by more than 80 percentage points. A typical three-bedroom apartment—the most popular size—costs 1.24 billion won ($924,235) in Seoul on average, according to Kookmin Bank.</p><p>“I thought I would live well by working at a good company after college, but the reality is that we are the poorest in our neighborhood,” says Park, 40, echoing the kind of frustration that helped inspire Netflix Inc.’s Korean drama Squid Game. “Living as a salaried worker, there are so many limitations.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0361d48b4cabfdf6df8321fc7520b2da\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/><span>A driver charges his Tesla Model 3 at a charger station in Suwon.Photographer: SeongJoon Cho/Bloomberg</span></p><p>Red flags abound. There’s Musk’s high-profile disputes with regulators; his on-again, off-again bid for Twitter Inc.; and the volatility it’s caused in Tesla’s share price. But investors such as Park find excitement in the drama. Although Tesla shares have dropped more than 25% from their 2021 high, they’re still up 1,900% over the past three years. That compares with an increase of about 40% for Samsung Electronics Co.—the most widely held stock in the country—and even less for Korea’s Kospi index.</p><p>“With this man, I thought we could go all-in,” says Park, who bought at an average price of $668 a share, well below the close of $870 on Aug. 22. She and her husband see Musk as a visionary who will succeed in continuing to effect change in the auto industry. “He’s doing things that nobody was thinking of before,” she says.</p><p>Individual Koreans held about 1.6% of the company’s equity as of Aug. 17, according to calculations by Bloomberg News based on data from Korea’s central securities depository. That’s more than their combined investments in Alphabet, Apple, Microsoft, and Nvidia, the data show. There are no official figures on the total holdings of US retail traders in Tesla, which is assumed to be larger given the bigger pool of investors in its home market. Giacomo Pierantoni, head of data at Singapore-based Vanda Research, estimates that individuals globally, excluding Musk and Ellison, own about 15% of the company.</p><p>The allure of Tesla is even stronger among people in their 20s and 30s who have fewer assets to start with than couples such as Park and her husband. Younger Koreans see little opportunity to follow their parents into the property market and are increasingly worried about repeating the financial struggles of their grandparents. Despite their lifetime of slogging that transformed the economy into an export powerhouse, elderly Koreans’ poverty rate is the highest among the 38 member countries of the Organization for Economic Cooperation and Development.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00e52e1a3202d8b6f8bc6bfcfff8d397\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"/><span>A Tesla store in Seoul.Photographer: SeongJoon Cho/Bloomberg</span></p><p>“I fell into a panic that I might never be able to buy a house,” says Son Gilhun, a 27-year-old forklift driver who lives in Hanam on the southeast outskirts of the capital. “Instead of giving up, I decided to follow my older colleagues in buying stocks.” He gambled heavily on Tesla and amassed a stock portfolio worth about $100,000 during the pandemic by adopting a frugal lifestyle and channeling half his $2,000 monthly paycheck into equities. Son trimmed his Korean holdings and boosted his stake in the carmaker in June when the shares fell below $700. His immediate goal is to buy a Tesla and, if he can make enough money, eventually a house.</p><p>Musk’s recent sale of about 7.92 million shares—to accumulate cash before a trial that could force him to follow through on an agreement to acquire Twitter—has drawn mixed responses from the Teslams. Some vented their disappointment on social media. Others hoped for another dip-buying opportunity, which didn’t materialize. Son was sanguine, describing it as “not so desirable” but understandable given the situation with Twitter. Park was angry at first but is keeping faith with her choice. “Teslams like myself are not changing our investment,” she says. “We are staying firm.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk’s Many Korean Fans Have Built a $15 Billion Tesla Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-23/tesla-tsla-stock-price-inspires-elon-musk-fervor-in-korea><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a country where economic inequality has inspired Parasite and Squid Game, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.llustration: ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-23/tesla-tsla-stock-price-inspires-elon-musk-fervor-in-korea\">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.bloomberg.com/news/articles/2022-08-23/tesla-tsla-stock-price-inspires-elon-musk-fervor-in-korea","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162343527","content_text":"In a country where economic inequality has inspired Parasite and Squid Game, retail investors hoping for a ticket to prosperity have amassed a huge position in the electric-car maker.llustration: Lucia Pham for Bloomberg BusinessweekPark Sunghyun and her husband sold their home in Seoul, moved into a rental apartment with their 7-year-old son, and plowed the family’s $230,000 of savings into shares of Tesla Inc.They’re not alone in betting everything on Elon Musk’s electric-car maker. Throughout the pandemic, individual South Koreans thronged into Tesla stock, increasing their combined holdings more than a hundredfold, to exceed $15 billion. It makes them key stakeholders in one of the largest companies in the world by market value, with a collective share as big as those of Larry Ellison or US money manager T. Rowe Price Group Inc. They tend to be dip buyers who jump in when the stock retreats, helping curb declines.But there’s an unhappy undercurrent to such enthusiasm: As South Korea’s wealth gap widens, many of these investors see risky bets on stocks and cryptocurrencies as their only realistic path to financial independence. Tesla is a favorite of retail traders worldwide, but Musk has generated a following in the country with something that approaches cultlike fervor among struggling wage earners. They call themselves Teslams, blending the words “Tesla” and “Islam” to show the strength of their faith in the company. Some sign off on tweets with the word “Temen,” their play on “Tesla” and “amen.”Park and her husband—university graduates who landed jobs in the finance sector before marrying and starting a family—hadn’t planned on risking everything on Tesla. Then the already hot property market reached a boiling point when the central bank cut interest rates to a record low after the coronavirus outbreak began in 2020.The couple had sold their home in late 2019, hoping to buy a bigger one, but were left stranded as prices accelerated beyond their borrowing capacity. The same story has played out in many countries recently, but it’s emblematic of South Korea, where the cost of apartments in the greater Seoul metropolitan area doubled over the past five years, outpacing pay increases by more than 80 percentage points. A typical three-bedroom apartment—the most popular size—costs 1.24 billion won ($924,235) in Seoul on average, according to Kookmin Bank.“I thought I would live well by working at a good company after college, but the reality is that we are the poorest in our neighborhood,” says Park, 40, echoing the kind of frustration that helped inspire Netflix Inc.’s Korean drama Squid Game. “Living as a salaried worker, there are so many limitations.”A driver charges his Tesla Model 3 at a charger station in Suwon.Photographer: SeongJoon Cho/BloombergRed flags abound. There’s Musk’s high-profile disputes with regulators; his on-again, off-again bid for Twitter Inc.; and the volatility it’s caused in Tesla’s share price. But investors such as Park find excitement in the drama. Although Tesla shares have dropped more than 25% from their 2021 high, they’re still up 1,900% over the past three years. That compares with an increase of about 40% for Samsung Electronics Co.—the most widely held stock in the country—and even less for Korea’s Kospi index.“With this man, I thought we could go all-in,” says Park, who bought at an average price of $668 a share, well below the close of $870 on Aug. 22. She and her husband see Musk as a visionary who will succeed in continuing to effect change in the auto industry. “He’s doing things that nobody was thinking of before,” she says.Individual Koreans held about 1.6% of the company’s equity as of Aug. 17, according to calculations by Bloomberg News based on data from Korea’s central securities depository. That’s more than their combined investments in Alphabet, Apple, Microsoft, and Nvidia, the data show. There are no official figures on the total holdings of US retail traders in Tesla, which is assumed to be larger given the bigger pool of investors in its home market. Giacomo Pierantoni, head of data at Singapore-based Vanda Research, estimates that individuals globally, excluding Musk and Ellison, own about 15% of the company.The allure of Tesla is even stronger among people in their 20s and 30s who have fewer assets to start with than couples such as Park and her husband. Younger Koreans see little opportunity to follow their parents into the property market and are increasingly worried about repeating the financial struggles of their grandparents. Despite their lifetime of slogging that transformed the economy into an export powerhouse, elderly Koreans’ poverty rate is the highest among the 38 member countries of the Organization for Economic Cooperation and Development.A Tesla store in Seoul.Photographer: SeongJoon Cho/Bloomberg“I fell into a panic that I might never be able to buy a house,” says Son Gilhun, a 27-year-old forklift driver who lives in Hanam on the southeast outskirts of the capital. “Instead of giving up, I decided to follow my older colleagues in buying stocks.” He gambled heavily on Tesla and amassed a stock portfolio worth about $100,000 during the pandemic by adopting a frugal lifestyle and channeling half his $2,000 monthly paycheck into equities. Son trimmed his Korean holdings and boosted his stake in the carmaker in June when the shares fell below $700. His immediate goal is to buy a Tesla and, if he can make enough money, eventually a house.Musk’s recent sale of about 7.92 million shares—to accumulate cash before a trial that could force him to follow through on an agreement to acquire Twitter—has drawn mixed responses from the Teslams. Some vented their disappointment on social media. Others hoped for another dip-buying opportunity, which didn’t materialize. Son was sanguine, describing it as “not so desirable” but understandable given the situation with Twitter. Park was angry at first but is keeping faith with her choice. “Teslams like myself are not changing our investment,” she says. “We are staying firm.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902907910,"gmtCreate":1659622587732,"gmtModify":1705992239841,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"Well she did see something that most do not see","listText":"Well she did see something that most do not see","text":"Well she did see something that most do not see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902907910","repostId":"2256275479","repostType":4,"repost":{"id":"2256275479","pubTimestamp":1659625409,"share":"https://ttm.financial/m/news/2256275479?lang=&edition=fundamental","pubTime":"2022-08-04 23:03","market":"us","language":"en","title":"Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2256275479","media":"Motley Fool","summary":"There are always bargains to be had if you just know where to look.","content":"<html><head></head><body><p>Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of her picks might surprise you.</p><p>So what did she buy? Wood&#39;s exchange-traded funds (ETFs) added to existing stakes in <b>Roku</b>, <b>Shopify</b>, and <b>Teladoc</b>. Let&#39;s see if we can figure out what she sees in these former highfliers that have been abandoned by many investors.</p><h2><a href=\"https://laohu8.com/S/ROKU\">Roku</a></h2><p>There&#39;s no question that streaming video growth has hit a speed bump in recent months, as people headed back out into the world after enduring pandemic-related restrictions. Yet cord-cutting remains at near-epidemic proportions, and viewers will need to get their entertainment fix somewhere, which suggests that the growth of streaming media is far from over.</p><p>Roku has slumped 82% from its all-time high reached in mid-2021. However, the falling stock price doesn&#39;t mean its growth streak is over. Roku&#39;s revenue rose 18% year over year in its latest quarter, though it swung to a loss, spooking investors.</p><p>Streaming hours and active accounts grew 19% and 14%, respectively, continuing Roku&#39;s unbroken growth streak. Overlooked by investors was the company&#39;s average revenue per user (ARPU), which climbed 21%. This means Roku is making more from each successive viewer and suggests that once growth inevitably accelerates, profitability will surge.</p><p>Roku is the industry leader in a growing market, and while it has fallen on tough times, the future remains bright, which likely contributed to Wood&#39;s decision to buy shares even as the stock slid.</p><h2><a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h2><p>Another stock that&#39;s been left for dead by investors is Shopify. Investors have convinced themselves that e-commerce growth has peaked, sending Shopify shares down roughly 77% from its high hit late last year.</p><p>Yet even as Shopify stock has plunged, growth has trudged higher. In Q2, revenue climbed 16% year over year, even in the face of tough comps, though expenses weighed on the bottom line. Shopify announced a series of cost-cutting measures -- including lay-offs -- that should help it return to profitability.</p><p>While online retail growth has hit a speed bump, it&#39;s far from over. In fact, in the 10 years prior to the pandemic, e-commerce sales more than doubled, growing from roughly 4% of total retail to nearly 10%. This suggests the pause in digital sales growth is merely temporary.</p><p>As the leading provider of tools that help merchants join the e-commerce revolution, Shopify is well positioned to benefit from this ongoing trend, which is why Wood continues to buy shares.</p><h2><a href=\"https://laohu8.com/S/TDOC\">Teladoc</a></h2><p>There&#39;s no doubt that the adoption of telehealth has slowed, weighing on Teladoc&#39;s stock price in the process, which is now down 76% from its peak reached early last year. That doesn&#39;t mean its growth is over, which is why Wood has been buying Teladoc shares by the fistful.</p><p>Q2 revenue grew 18% year over year, and while its losses mounted, much of that was the result of non-cash goodwill impairment charges related to its purchase of Livongo Health. Perhaps more importantly, total patient visits grew by 31% year over year, while its chronic care patients climbed 13%.</p><p>The ease and convenience of telemedicine hasn&#39;t changed, and patients who have used virtual consultations to meet with doctors and other medical professionals will continue to do so, though growth may come at a slower pace. Teladoc expects total visits of roughly 19 million in 2022, resulting in revenue growth of about 21% at the midpoint of its guidance. Given the write-offs, it&#39;s doubtful the company will be profitable this year, but that thing they say in the exercise community applies just as well to the investing experience. No pain, no gain! Teladoc will get back to making profits in the long run, so investors should pounce while shares are cheap.</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>Cathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last 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\">\nCathie Wood Went Bargain Shopping, 3 Stocks She Bought Hand Over Fist Last Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-04 23:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","TDOC":"Teladoc Health Inc.","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/08/04/cathie-wood-went-bargain-shopping-for-3-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256275479","content_text":"Cathie Wood closed out July on a buying spree. The co-founder and CEO of ARK Investment Management was combing through the second-quarter earnings reports of beaten-down stocks last week, and some of her picks might surprise you.So what did she buy? Wood's exchange-traded funds (ETFs) added to existing stakes in Roku, Shopify, and Teladoc. Let's see if we can figure out what she sees in these former highfliers that have been abandoned by many investors.RokuThere's no question that streaming video growth has hit a speed bump in recent months, as people headed back out into the world after enduring pandemic-related restrictions. Yet cord-cutting remains at near-epidemic proportions, and viewers will need to get their entertainment fix somewhere, which suggests that the growth of streaming media is far from over.Roku has slumped 82% from its all-time high reached in mid-2021. However, the falling stock price doesn't mean its growth streak is over. Roku's revenue rose 18% year over year in its latest quarter, though it swung to a loss, spooking investors.Streaming hours and active accounts grew 19% and 14%, respectively, continuing Roku's unbroken growth streak. Overlooked by investors was the company's average revenue per user (ARPU), which climbed 21%. This means Roku is making more from each successive viewer and suggests that once growth inevitably accelerates, profitability will surge.Roku is the industry leader in a growing market, and while it has fallen on tough times, the future remains bright, which likely contributed to Wood's decision to buy shares even as the stock slid.ShopifyAnother stock that's been left for dead by investors is Shopify. Investors have convinced themselves that e-commerce growth has peaked, sending Shopify shares down roughly 77% from its high hit late last year.Yet even as Shopify stock has plunged, growth has trudged higher. In Q2, revenue climbed 16% year over year, even in the face of tough comps, though expenses weighed on the bottom line. Shopify announced a series of cost-cutting measures -- including lay-offs -- that should help it return to profitability.While online retail growth has hit a speed bump, it's far from over. In fact, in the 10 years prior to the pandemic, e-commerce sales more than doubled, growing from roughly 4% of total retail to nearly 10%. This suggests the pause in digital sales growth is merely temporary.As the leading provider of tools that help merchants join the e-commerce revolution, Shopify is well positioned to benefit from this ongoing trend, which is why Wood continues to buy shares.TeladocThere's no doubt that the adoption of telehealth has slowed, weighing on Teladoc's stock price in the process, which is now down 76% from its peak reached early last year. That doesn't mean its growth is over, which is why Wood has been buying Teladoc shares by the fistful.Q2 revenue grew 18% year over year, and while its losses mounted, much of that was the result of non-cash goodwill impairment charges related to its purchase of Livongo Health. Perhaps more importantly, total patient visits grew by 31% year over year, while its chronic care patients climbed 13%.The ease and convenience of telemedicine hasn't changed, and patients who have used virtual consultations to meet with doctors and other medical professionals will continue to do so, though growth may come at a slower pace. Teladoc expects total visits of roughly 19 million in 2022, resulting in revenue growth of about 21% at the midpoint of its guidance. Given the write-offs, it's doubtful the company will be profitable this year, but that thing they say in the exercise community applies just as well to the investing experience. No pain, no gain! Teladoc will get back to making profits in the long run, so investors should pounce while shares are cheap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999416678,"gmtCreate":1660570613297,"gmtModify":1676535209509,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"High chance will rebound","listText":"High chance will rebound","text":"High chance will rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999416678","repostId":"1122639481","repostType":4,"repost":{"id":"1122639481","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":1660562973,"share":"https://ttm.financial/m/news/1122639481?lang=&edition=fundamental","pubTime":"2022-08-15 19:29","market":"us","language":"en","title":"More Pain or Rebound? Investors Brace for Retail Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1122639481","media":"Reuters","summary":"Aug 15 (Reuters) - Walmart Inc(WMT.N)and Target Corp(TGT.N)kick off retail earnings this week, and w","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/6c440d0e1c3a2804e3cbf7232c0ed0fe\" tg-width=\"5735\" tg-height=\"3823\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Aug 15 (Reuters) - Walmart Inc(WMT.N)and Target Corp(TGT.N)kick off retail earnings this week, and what the two biggest U.S. retailers say about consumers will likely set the theme for the rest of the sector and offer clues about the health of the U.S. economy.</p><p>A decline in gasoline prices in recent weeks has eased some pressure on lower-income shoppers, but inflation is still running at a four-decade high. That could keep the U.S. Federal Reserve on its rate-hike path, potentially tipping the economy into recession</p><p>Both Walmart and Target saw big inventory builds during the first quarter and warned of a fall in earnings this year as consumers increasingly shopped for lower-margin goods such as food and fuel.read more</p><p>&#34;Target made it pretty plain that the next couple of quarters were going to be difficult as they got rid of inventory at lower prices,&#34; said Bill Smead, chief investment officer of Smead Capital Management, which owns Target shares worth about $200 million.</p><p>&#34;The stock could easily retest (this year&#39;s) lows,&#34; Smead said, adding that could be a buying opportunity for his fund.</p><p>Since the major retailers last reported quarterly results, prices shoppers pay for a variety of goods and services have shown signs of cooling following a relentless rise. For July, the consumer price index rose 8.5%, but at a slower pace from the previous month due largely to a 17% drop in gasoline prices.</p><p>The sector is also preparing for the back-to-school and holiday seasons, periods where they earn a big chunk of their annual profits.</p><p>In a warning that spooked global markets, Walmart said last month its second-quarter profit and margins are expected to fall as it slashed prices to clear a $60 billion inventory buildup.</p><p>Now, analysts on average expect the nation&#39;s largest retailer to post a 6.3% decline when it reports second-quarter earnings on Tuesday.</p><p>The Bentonville, Arkansas company&#39;s profit margins are likely to remain under pressure for the rest of the year because it caters to budget-conscious shoppers who are more acutely impacted by inflation, analysts said.</p><p>&#34;The low-end customer has not been doing well and that hurts Walmart more. Target will not get affected so much as it caters to a middle-to-higher end customer,&#34; said Dave Harden, chief investment officer at Summit Global Investments</p><p>Harden&#39;s firm owns more than $50 million worth of shares in both Walmart and Target.</p><p>Target, which reports on Wednesday, is expected to report an over 78% drop in earnings.</p><p>J.P. Morgan and Jane Hali &amp; Associates analysts expect Target to fare better than its bigger rival as they believe it has done a job of clearing inventory.</p><p>&#34;Overall, Target&#39;s inventory is looking to be in a good spot, except for a handful of categories where stocks are still inflated,&#34; said Jane Hali &amp; Associates analyst Jessica Ramirez, while J.P.Morgan said it expected the retailer to exit the second quarter with clean inventories, having taken its &#34;medicine&#34; with price cuts.</p><p>Department store Kohl&#39;s Corp(KSS.N), off-price retailer TJX Cos Inc(TJX.N)and home improvement chains Home Depot Inc(HD.N)and Lowe&#39;s Cos Inc(LOW.N)are set to report earnings this week and will likely point to which parts of the retail sector are holding up best against inflation.</p><p>&#34;The extent to which retailers can clear these lowered bars and signal to investors that they can preserve margins in the back-half will determine whether the stock reaction will be positive or negative,&#34; Chelsea Wiater, portfolio manager at EFG Asset Management, told Reuters.</p><p><img src=\"https://static.tigerbbs.com/f9b05830dd61ee476bf18c244d4056b3\" tg-width=\"964\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>More Pain or Rebound? Investors Brace for Retail Earnings</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\">\nMore Pain or Rebound? Investors Brace for Retail Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-15 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/6c440d0e1c3a2804e3cbf7232c0ed0fe\" tg-width=\"5735\" tg-height=\"3823\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Aug 15 (Reuters) - Walmart Inc(WMT.N)and Target Corp(TGT.N)kick off retail earnings this week, and what the two biggest U.S. retailers say about consumers will likely set the theme for the rest of the sector and offer clues about the health of the U.S. economy.</p><p>A decline in gasoline prices in recent weeks has eased some pressure on lower-income shoppers, but inflation is still running at a four-decade high. That could keep the U.S. Federal Reserve on its rate-hike path, potentially tipping the economy into recession</p><p>Both Walmart and Target saw big inventory builds during the first quarter and warned of a fall in earnings this year as consumers increasingly shopped for lower-margin goods such as food and fuel.read more</p><p>&#34;Target made it pretty plain that the next couple of quarters were going to be difficult as they got rid of inventory at lower prices,&#34; said Bill Smead, chief investment officer of Smead Capital Management, which owns Target shares worth about $200 million.</p><p>&#34;The stock could easily retest (this year&#39;s) lows,&#34; Smead said, adding that could be a buying opportunity for his fund.</p><p>Since the major retailers last reported quarterly results, prices shoppers pay for a variety of goods and services have shown signs of cooling following a relentless rise. For July, the consumer price index rose 8.5%, but at a slower pace from the previous month due largely to a 17% drop in gasoline prices.</p><p>The sector is also preparing for the back-to-school and holiday seasons, periods where they earn a big chunk of their annual profits.</p><p>In a warning that spooked global markets, Walmart said last month its second-quarter profit and margins are expected to fall as it slashed prices to clear a $60 billion inventory buildup.</p><p>Now, analysts on average expect the nation&#39;s largest retailer to post a 6.3% decline when it reports second-quarter earnings on Tuesday.</p><p>The Bentonville, Arkansas company&#39;s profit margins are likely to remain under pressure for the rest of the year because it caters to budget-conscious shoppers who are more acutely impacted by inflation, analysts said.</p><p>&#34;The low-end customer has not been doing well and that hurts Walmart more. Target will not get affected so much as it caters to a middle-to-higher end customer,&#34; said Dave Harden, chief investment officer at Summit Global Investments</p><p>Harden&#39;s firm owns more than $50 million worth of shares in both Walmart and Target.</p><p>Target, which reports on Wednesday, is expected to report an over 78% drop in earnings.</p><p>J.P. Morgan and Jane Hali &amp; Associates analysts expect Target to fare better than its bigger rival as they believe it has done a job of clearing inventory.</p><p>&#34;Overall, Target&#39;s inventory is looking to be in a good spot, except for a handful of categories where stocks are still inflated,&#34; said Jane Hali &amp; Associates analyst Jessica Ramirez, while J.P.Morgan said it expected the retailer to exit the second quarter with clean inventories, having taken its &#34;medicine&#34; with price cuts.</p><p>Department store Kohl&#39;s Corp(KSS.N), off-price retailer TJX Cos Inc(TJX.N)and home improvement chains Home Depot Inc(HD.N)and Lowe&#39;s Cos Inc(LOW.N)are set to report earnings this week and will likely point to which parts of the retail sector are holding up best against inflation.</p><p>&#34;The extent to which retailers can clear these lowered bars and signal to investors that they can preserve margins in the back-half will determine whether the stock reaction will be positive or negative,&#34; Chelsea Wiater, portfolio manager at EFG Asset Management, told Reuters.</p><p><img src=\"https://static.tigerbbs.com/f9b05830dd61ee476bf18c244d4056b3\" tg-width=\"964\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","HD":"家得宝","TGT":"塔吉特","KSS":"柯尔百货"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122639481","content_text":"Aug 15 (Reuters) - Walmart Inc(WMT.N)and Target Corp(TGT.N)kick off retail earnings this week, and what the two biggest U.S. retailers say about consumers will likely set the theme for the rest of the sector and offer clues about the health of the U.S. economy.A decline in gasoline prices in recent weeks has eased some pressure on lower-income shoppers, but inflation is still running at a four-decade high. That could keep the U.S. Federal Reserve on its rate-hike path, potentially tipping the economy into recessionBoth Walmart and Target saw big inventory builds during the first quarter and warned of a fall in earnings this year as consumers increasingly shopped for lower-margin goods such as food and fuel.read more\"Target made it pretty plain that the next couple of quarters were going to be difficult as they got rid of inventory at lower prices,\" said Bill Smead, chief investment officer of Smead Capital Management, which owns Target shares worth about $200 million.\"The stock could easily retest (this year's) lows,\" Smead said, adding that could be a buying opportunity for his fund.Since the major retailers last reported quarterly results, prices shoppers pay for a variety of goods and services have shown signs of cooling following a relentless rise. For July, the consumer price index rose 8.5%, but at a slower pace from the previous month due largely to a 17% drop in gasoline prices.The sector is also preparing for the back-to-school and holiday seasons, periods where they earn a big chunk of their annual profits.In a warning that spooked global markets, Walmart said last month its second-quarter profit and margins are expected to fall as it slashed prices to clear a $60 billion inventory buildup.Now, analysts on average expect the nation's largest retailer to post a 6.3% decline when it reports second-quarter earnings on Tuesday.The Bentonville, Arkansas company's profit margins are likely to remain under pressure for the rest of the year because it caters to budget-conscious shoppers who are more acutely impacted by inflation, analysts said.\"The low-end customer has not been doing well and that hurts Walmart more. Target will not get affected so much as it caters to a middle-to-higher end customer,\" said Dave Harden, chief investment officer at Summit Global InvestmentsHarden's firm owns more than $50 million worth of shares in both Walmart and Target.Target, which reports on Wednesday, is expected to report an over 78% drop in earnings.J.P. Morgan and Jane Hali & Associates analysts expect Target to fare better than its bigger rival as they believe it has done a job of clearing inventory.\"Overall, Target's inventory is looking to be in a good spot, except for a handful of categories where stocks are still inflated,\" said Jane Hali & Associates analyst Jessica Ramirez, while J.P.Morgan said it expected the retailer to exit the second quarter with clean inventories, having taken its \"medicine\" with price cuts.Department store Kohl's Corp(KSS.N), off-price retailer TJX Cos Inc(TJX.N)and home improvement chains Home Depot Inc(HD.N)and Lowe's Cos Inc(LOW.N)are set to report earnings this week and will likely point to which parts of the retail sector are holding up best against inflation.\"The extent to which retailers can clear these lowered bars and signal to investors that they can preserve margins in the back-half will determine whether the stock reaction will be positive or negative,\" Chelsea Wiater, portfolio manager at EFG Asset Management, told Reuters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931979560,"gmtCreate":1662390742651,"gmtModify":1676537050742,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"The job offer withdrawal does not reflect good on the management, shows that decision came abruptly","listText":"The job offer withdrawal does not reflect good on the management, shows that decision came abruptly","text":"The job offer withdrawal does not reflect good on the management, shows that decision came abruptly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9931979560","repostId":"2265772387","repostType":4,"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998305369,"gmtCreate":1660927791355,"gmtModify":1676536425057,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>gonno hold till split","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>gonno hold till split","text":"$Tesla Motors(TSLA)$gonno hold till split","images":[{"img":"https://community-static.tradeup.com/news/cba2b7910ada154c358bc116a8aa1686","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998305369","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9939252102,"gmtCreate":1662123239706,"gmtModify":1676537002644,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"This tells me to stay away from&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>View on NVIDIA Corp(NVDA)BullishBearish","listText":"This tells me to stay away from&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>View on NVIDIA Corp(NVDA)BullishBearish","text":"This tells me to stay away from $NVIDIA Corp(NVDA)$View on NVIDIA Corp(NVDA)BullishBearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939252102","repostId":"1110321018","repostType":4,"repost":{"id":"1110321018","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1662084804,"share":"https://ttm.financial/m/news/1110321018?lang=&edition=fundamental","pubTime":"2022-09-02 10:13","market":"us","language":"en","title":"Cathie Wood Sells $41M In Tesla Shares And Loads Up On This Chip Stock Amid Thursday's Plunge","url":"https://stock-news.laohu8.com/highlight/detail?id=1110321018","media":"Benzinga","summary":"Cathie Wood-ledArk Investment Managementbought297,818 shares ofNvidia Corporation, via three of the firm’s exchange-traded funds, valued at over $41.5 million based on Thursday’s closing price.Photo c","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> bought 297,818 shares of <b>Nvidia Corporation</b>, via three of the firm’s exchange-traded funds, valued at over $41.5 million based on Thursday’s closing price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4f64276b7832078aa48857b082d92fe\" tg-width=\"436\" tg-height=\"275\" width=\"100%\" height=\"auto\"/><span>Photo courtesy: Ark Invest</span></p><p>Nvidia is the 27th largest holding in the firm’s flagship <b>ARK Innovation ETF</b> <b>(ARKK)</b> with a weight of 0.94%, according to data on the firm’s website.</p><p>Interestingly, Wood had sold over 293,000 shares of the chip maker last week, via two of the firm’s exchange-traded funds, valued at over $50 million ahead of the company’s earnings release.</p><p>Nvidia reported in a securities filing on Wednesday that the Biden administration has placed restrictions preventing it from selling its A100 and H100 chips to Russia and China.</p><p>The chipmaker said it expects to lose $400 million — or 10.6% of its data center business and 6.8% of its third-quarter revenues — from these restrictions.</p><p><b>Price Action</b>: Nvidia shares lost over 24% last month and closed at $139.37 on Thursday. <b>Deutsche Bank</b> has maintained its ‘Hold’ rating on the stock while revising the price target to $165 from $175.</p><p><b>Tesla Sale</b>: Wood dumped over 150,000 shares of <b>Tesla Inc</b>, through three of the company’s funds, valued at over $41.5 million based on Thursday’s closing price.</p><p>Tesla is the top holding of the ARK Innovation ETF, with a weight of 9.94% valued at over $793 million. Tesla shares have lost over 7% in a month. Deutsche Bank has maintained its ‘Buy’ rating on the stock with a price target of $375.</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>Cathie Wood Sells $41M In Tesla Shares And Loads Up On This Chip Stock Amid Thursday's Plunge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Sells $41M In Tesla Shares And Loads Up On This Chip Stock Amid Thursday's Plunge\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-09-02 10:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> bought 297,818 shares of <b>Nvidia Corporation</b>, via three of the firm’s exchange-traded funds, valued at over $41.5 million based on Thursday’s closing price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4f64276b7832078aa48857b082d92fe\" tg-width=\"436\" tg-height=\"275\" width=\"100%\" height=\"auto\"/><span>Photo courtesy: Ark Invest</span></p><p>Nvidia is the 27th largest holding in the firm’s flagship <b>ARK Innovation ETF</b> <b>(ARKK)</b> with a weight of 0.94%, according to data on the firm’s website.</p><p>Interestingly, Wood had sold over 293,000 shares of the chip maker last week, via two of the firm’s exchange-traded funds, valued at over $50 million ahead of the company’s earnings release.</p><p>Nvidia reported in a securities filing on Wednesday that the Biden administration has placed restrictions preventing it from selling its A100 and H100 chips to Russia and China.</p><p>The chipmaker said it expects to lose $400 million — or 10.6% of its data center business and 6.8% of its third-quarter revenues — from these restrictions.</p><p><b>Price Action</b>: Nvidia shares lost over 24% last month and closed at $139.37 on Thursday. <b>Deutsche Bank</b> has maintained its ‘Hold’ rating on the stock while revising the price target to $165 from $175.</p><p><b>Tesla Sale</b>: Wood dumped over 150,000 shares of <b>Tesla Inc</b>, through three of the company’s funds, valued at over $41.5 million based on Thursday’s closing price.</p><p>Tesla is the top holding of the ARK Innovation ETF, with a weight of 9.94% valued at over $793 million. Tesla shares have lost over 7% in a month. Deutsche Bank has maintained its ‘Buy’ rating on the stock with a price target of $375.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NVDA":"英伟达","ARKK":"ARK Innovation ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110321018","content_text":"Cathie Wood-led Ark Investment Management bought 297,818 shares of Nvidia Corporation, via three of the firm’s exchange-traded funds, valued at over $41.5 million based on Thursday’s closing price.Photo courtesy: Ark InvestNvidia is the 27th largest holding in the firm’s flagship ARK Innovation ETF (ARKK) with a weight of 0.94%, according to data on the firm’s website.Interestingly, Wood had sold over 293,000 shares of the chip maker last week, via two of the firm’s exchange-traded funds, valued at over $50 million ahead of the company’s earnings release.Nvidia reported in a securities filing on Wednesday that the Biden administration has placed restrictions preventing it from selling its A100 and H100 chips to Russia and China.The chipmaker said it expects to lose $400 million — or 10.6% of its data center business and 6.8% of its third-quarter revenues — from these restrictions.Price Action: Nvidia shares lost over 24% last month and closed at $139.37 on Thursday. Deutsche Bank has maintained its ‘Hold’ rating on the stock while revising the price target to $165 from $175.Tesla Sale: Wood dumped over 150,000 shares of Tesla Inc, through three of the company’s funds, valued at over $41.5 million based on Thursday’s closing price.Tesla is the top holding of the ARK Innovation ETF, with a weight of 9.94% valued at over $793 million. Tesla shares have lost over 7% in a month. Deutsche Bank has maintained its ‘Buy’ rating on the stock with a price target of $375.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999411706,"gmtCreate":1660570454007,"gmtModify":1676535201707,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"Despite the CHIPS Act, the semicon industry remains down...its still best to stay away at this moment","listText":"Despite the CHIPS Act, the semicon industry remains down...its still best to stay away at this moment","text":"Despite the CHIPS Act, the semicon industry remains down...its still best to stay away at this moment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999411706","repostId":"2259301500","repostType":4,"repost":{"id":"2259301500","pubTimestamp":1660544528,"share":"https://ttm.financial/m/news/2259301500?lang=&edition=fundamental","pubTime":"2022-08-15 14:22","market":"us","language":"en","title":"3 Semiconductor Stocks to Buy Now, Including Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2259301500","media":"Motley Fool","summary":"The market already called this current chip industry slowdown, and it might now be calling a bottom.","content":"<html><head></head><body><p>This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> said that PC and laptop demand is hurting its video game segment, and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> said PC and smartphone sales are going to be sharply lower in the second half of 2022 as device manufacturers work through built-up inventory of some components.</p><p>The market already knew trouble was brewing. Semiconductor stocks have declined 25% so far in 2022, as measured by the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a>. However, in spite of a deafening chorus lamenting the onset of a cyclical downturn in the chip industry, this ETF has rallied sharply off highs. The reason? Though consumer spending is hitting the skids, enterprise spending on chips for the cloud, data centers, artificial intelligence (AI), and the like is still going strong.</p><p>Three Fool.com contributors think chip stocks are a buy right now for the long haul. Here&#39;s why Nvidia, Micron Technology, and <a href=\"https://laohu8.com/S/KLIC\">Kulicke and Soffa Industries </a> top their buy lists right now.</p><h2>Familiar territory for Nvidia shareholders</h2><p><b>Nicholas Rossolillo (Nvidia): </b>For longtime owners of Nvidia, this week&#39;s announcement by CEO Jensen Huang and company feels like 2018 redux. The chip industry overall is slowing after a run of strong growth. There are demand issues in China. The cryptocurrency market (parts of which use GPUs like what Nvidia designs to &#34;mine&#34; crypto) has just taken a brutal beating. And Nvidia is preparing to announce a new generation of gaming GPUs later this autumn (which means some gamers might be delaying purchases until the new hardware comes out). As a result, Nvidia said its preliminary gaming segment sales declined 33% year over year in Q2 fiscal 2023.</p><p>The high-end video gaming graphics company has always been pretty cyclical. Nvidia releases new GPUs that can handle more powerful video games, gamers upgrade laptops and PCs, sales boom then ebb, Nvidia announces another GPU refresh, and the cycle repeats. While the 2022 downturn has its unique challenges, this is familiar territory for longtime shareholders.</p><p><img src=\"https://static.tigerbbs.com/0282299b60e0c304031ea42a40d5ba24\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>One key difference this time, though, is that Nvidia is now a diversified business. In fact, based on its preliminary Q2 numbers, Nvidia&#39;s data center business (where it&#39;s powering AI and other high-performance computing for enterprises) grew 61% year over year. With sales of $3.81 billion, data centers are now Nvidia&#39;s largest segment at an implied 57% of total revenue.</p><p>At some point, the data center end-market will also go through a slowdown or cyclical downturn. But Nvidia now has lots of irons in the fire (a cloud software licensing business, automotive and industrial equipment chips, new gaming chips). When Nvidia and the chip industry hit these bumps in the road, I start buying through the downturn while awaiting the next cycle higher. At this juncture, I see no reason to treat this top semiconductor stock any differently from times past.</p><h2><b>This advanced packaging leader is incredibly cheap </b></h2><p><b>Billy Duberstein (Kulicke and Soffa)</b>: One way to play the chip sector is semiconductor equipment stocks, the &#34;picks and shovels&#34; to the industry. When people think of semi-cap equipment, they usually turn to front-end equipment-makers, which print massive numbers of tiny transistors onto silicon chips. However, investors shouldn&#39;t overlook advanced packaging companies.</p><p>That&#39;s because front-end scaling is now bumping up against the laws of physics. In response, the chip industry is applying more advanced packaging techniques to continue generating more power with less energy. By bringing chips, memory, and accelerators closer together and connecting them more efficiently within devices, packaging can continue improving total system performance.</p><p>Many leading chipmakers have even begun designing &#34;chiplets,&#34; or smaller semiconductor units that perform specific functions, which can be rearranged with other chiplets to make customized &#34;super-chips.&#34;</p><p>Kulicke and Soffa stands to benefit handsomely from this trend, as a leader in traditional wire bonding, and in more modern advanced packaging techniques for general semiconductors, automobiles, and advanced displays.</p><p>K&amp;S&#39; workhorse product is the wire bonder, a legacy bonding product for which it has more than 60% market share, according to VLSI Research. However, since CEO Fusen Chen took over the top job in 2016, K&amp;S has done an excellent job of developing new products in advanced packaging, such as thermocompression bonding, and a new product line in mini/microLED assembly, both through internal R&amp;D and tuck-in acquisitions.</p><p>On the recent conference call, Chen noted its newer advanced packaging technology products were tracking 35% ahead of expectations given at the company&#39;s Investor Day one year ago.</p><p>The advanced display segment also offers lots of potential. MiniLED is a cutting-edge display technology, offering deeper blacks and richer colors, and is replacing OLED in many products such as high-end TVs. <b>Apple</b> (AAPL) is beginning to incorporate miniLED into more of its products. The new Pro versions of MacBooks and iPads will feature miniLEDs.</p><p>K&amp;S is a notoriously cyclical stock, and we are definitely entering a near-term downturn. Widespread pullbacks in industry expansions caused management to guide for a sequential 25% decline in revenues next quarter, and for earnings per share to fall more than 50%, from $1.99 last quarter to $0.93 in the upcoming quarter.</p><p>So why is the stock a buy? Because it&#39;s really cheap! K&amp;S now trades in the mid-$40 range, and also has a strong net cash position of about $12.50 per share.  Even taking next quarter&#39;s earnings per share as a baseline, that would equate to $3.60 per share in a downturn. If that marks a cycle&#39;s bottom, that means the stock trades at less than 10 times trough earnings, stripping out its excess cash. Meanwhile, over the past 12-month &#34;boom,&#34; K&amp;S earned $8.06 per share.</p><p>Even if near-term revenue and earnings fall lower, the growth in packaging intensity should allow for bigger highs and lows over time. Meanwhile, Chen noted that by 2024, many new advanced packaging and miniLED products just being qualified today will be hitting the markets. I&#39;d suspect K&amp;S will still be profitable through a downcycle, and eventually make higher highs than even the 2021 &#34;boom year&#34; at some point. Then today&#39;s stock price will look like even more of a bargain.</p><h2>Temporary sales slowdown, temporary stock discounts, audacious long-term plans</h2><p><b>Anders Bylund (Micron Technology):</b> Memory chip specialist Micron Technology almost always seems to be on fire sale. The stock rarely trades above 10 times trailing earnings, apart from a two-year surge above that line in 2020 and 2021.</p><p>2022&#39;s inflation concerns ended that hot streak, pushing Micron&#39;s price-to-earnings ratio below 7 again. The latest twist in that chart was a 3.5% haircut on Tuesday, inspired by Micron&#39;s lowered fourth-quarter guidance. Customer demand for memory chips has cooled due to supply chain challenges and macroeconomic issues. Many companies that build devices containing digital memory chips are digging into their warehouse inventories rather than ordering new stock at the moment.</p><p>Micron is managing its expected near-term revenue slowdown by holding back on chip-making equipment installations over the next couple of quarters. However, I think it&#39;s a mistake to focus too much on this temporary issue, which undoubtedly will leave Micron with an explosive amount of pent-up demand and another sharp revenue spike in 2023 or 2024.</p><p>On the same day as that chilling guidance cut, Micron also committed to investing $40 billion in U.S. memory-chip manufacturing facilities before 2030. This plan is supported by the freshly signed Chips and Science Act, a government bill that includes $52 billion of funding for U.S. chip designers and semiconductor manufacturers.</p><p>So Micron will more than double its chip-making assets over the next seven years, creating roughly 40,000 jobs for Americans and a massive source of memory chip supplies. Today, most memory chips are made in Taiwan, China, or Japan. In light of the economywide supply chain problems that started with semiconductor shortages in Asia, Micron&#39;s domestic investment might be considered a matter of national security.</p><p>You can invest in Micron&#39;s sensible and patriotic long-term plans for the bargain-bin price of just seven times the company&#39;s trailing earnings. I&#39;m not concerned about the short-term revenue downturn, because Micron has a robust balance sheet and fantastic long-term plans.</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 Semiconductor Stocks to Buy Now, Including Nvidia</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 Semiconductor Stocks to Buy Now, Including Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 14:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. Nvidia said that PC and laptop demand is hurting its video game ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLIC":"库力索法半导体","NVDA":"英伟达","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2022/08/14/3-semiconductor-stocks-to-buy-now-including-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259301500","content_text":"This week, a number of high-profile semiconductor companies confirmed that consumer electronics spending is hitting a rough patch. Nvidia said that PC and laptop demand is hurting its video game segment, and Micron Technology said PC and smartphone sales are going to be sharply lower in the second half of 2022 as device manufacturers work through built-up inventory of some components.The market already knew trouble was brewing. Semiconductor stocks have declined 25% so far in 2022, as measured by the iShares Semiconductor ETF. However, in spite of a deafening chorus lamenting the onset of a cyclical downturn in the chip industry, this ETF has rallied sharply off highs. The reason? Though consumer spending is hitting the skids, enterprise spending on chips for the cloud, data centers, artificial intelligence (AI), and the like is still going strong.Three Fool.com contributors think chip stocks are a buy right now for the long haul. Here's why Nvidia, Micron Technology, and Kulicke and Soffa Industries  top their buy lists right now.Familiar territory for Nvidia shareholdersNicholas Rossolillo (Nvidia): For longtime owners of Nvidia, this week's announcement by CEO Jensen Huang and company feels like 2018 redux. The chip industry overall is slowing after a run of strong growth. There are demand issues in China. The cryptocurrency market (parts of which use GPUs like what Nvidia designs to \"mine\" crypto) has just taken a brutal beating. And Nvidia is preparing to announce a new generation of gaming GPUs later this autumn (which means some gamers might be delaying purchases until the new hardware comes out). As a result, Nvidia said its preliminary gaming segment sales declined 33% year over year in Q2 fiscal 2023.The high-end video gaming graphics company has always been pretty cyclical. Nvidia releases new GPUs that can handle more powerful video games, gamers upgrade laptops and PCs, sales boom then ebb, Nvidia announces another GPU refresh, and the cycle repeats. While the 2022 downturn has its unique challenges, this is familiar territory for longtime shareholders.Data by YCharts.One key difference this time, though, is that Nvidia is now a diversified business. In fact, based on its preliminary Q2 numbers, Nvidia's data center business (where it's powering AI and other high-performance computing for enterprises) grew 61% year over year. With sales of $3.81 billion, data centers are now Nvidia's largest segment at an implied 57% of total revenue.At some point, the data center end-market will also go through a slowdown or cyclical downturn. But Nvidia now has lots of irons in the fire (a cloud software licensing business, automotive and industrial equipment chips, new gaming chips). When Nvidia and the chip industry hit these bumps in the road, I start buying through the downturn while awaiting the next cycle higher. At this juncture, I see no reason to treat this top semiconductor stock any differently from times past.This advanced packaging leader is incredibly cheap Billy Duberstein (Kulicke and Soffa): One way to play the chip sector is semiconductor equipment stocks, the \"picks and shovels\" to the industry. When people think of semi-cap equipment, they usually turn to front-end equipment-makers, which print massive numbers of tiny transistors onto silicon chips. However, investors shouldn't overlook advanced packaging companies.That's because front-end scaling is now bumping up against the laws of physics. In response, the chip industry is applying more advanced packaging techniques to continue generating more power with less energy. By bringing chips, memory, and accelerators closer together and connecting them more efficiently within devices, packaging can continue improving total system performance.Many leading chipmakers have even begun designing \"chiplets,\" or smaller semiconductor units that perform specific functions, which can be rearranged with other chiplets to make customized \"super-chips.\"Kulicke and Soffa stands to benefit handsomely from this trend, as a leader in traditional wire bonding, and in more modern advanced packaging techniques for general semiconductors, automobiles, and advanced displays.K&S' workhorse product is the wire bonder, a legacy bonding product for which it has more than 60% market share, according to VLSI Research. However, since CEO Fusen Chen took over the top job in 2016, K&S has done an excellent job of developing new products in advanced packaging, such as thermocompression bonding, and a new product line in mini/microLED assembly, both through internal R&D and tuck-in acquisitions.On the recent conference call, Chen noted its newer advanced packaging technology products were tracking 35% ahead of expectations given at the company's Investor Day one year ago.The advanced display segment also offers lots of potential. MiniLED is a cutting-edge display technology, offering deeper blacks and richer colors, and is replacing OLED in many products such as high-end TVs. Apple (AAPL) is beginning to incorporate miniLED into more of its products. The new Pro versions of MacBooks and iPads will feature miniLEDs.K&S is a notoriously cyclical stock, and we are definitely entering a near-term downturn. Widespread pullbacks in industry expansions caused management to guide for a sequential 25% decline in revenues next quarter, and for earnings per share to fall more than 50%, from $1.99 last quarter to $0.93 in the upcoming quarter.So why is the stock a buy? Because it's really cheap! K&S now trades in the mid-$40 range, and also has a strong net cash position of about $12.50 per share.  Even taking next quarter's earnings per share as a baseline, that would equate to $3.60 per share in a downturn. If that marks a cycle's bottom, that means the stock trades at less than 10 times trough earnings, stripping out its excess cash. Meanwhile, over the past 12-month \"boom,\" K&S earned $8.06 per share.Even if near-term revenue and earnings fall lower, the growth in packaging intensity should allow for bigger highs and lows over time. Meanwhile, Chen noted that by 2024, many new advanced packaging and miniLED products just being qualified today will be hitting the markets. I'd suspect K&S will still be profitable through a downcycle, and eventually make higher highs than even the 2021 \"boom year\" at some point. Then today's stock price will look like even more of a bargain.Temporary sales slowdown, temporary stock discounts, audacious long-term plansAnders Bylund (Micron Technology): Memory chip specialist Micron Technology almost always seems to be on fire sale. The stock rarely trades above 10 times trailing earnings, apart from a two-year surge above that line in 2020 and 2021.2022's inflation concerns ended that hot streak, pushing Micron's price-to-earnings ratio below 7 again. The latest twist in that chart was a 3.5% haircut on Tuesday, inspired by Micron's lowered fourth-quarter guidance. Customer demand for memory chips has cooled due to supply chain challenges and macroeconomic issues. Many companies that build devices containing digital memory chips are digging into their warehouse inventories rather than ordering new stock at the moment.Micron is managing its expected near-term revenue slowdown by holding back on chip-making equipment installations over the next couple of quarters. However, I think it's a mistake to focus too much on this temporary issue, which undoubtedly will leave Micron with an explosive amount of pent-up demand and another sharp revenue spike in 2023 or 2024.On the same day as that chilling guidance cut, Micron also committed to investing $40 billion in U.S. memory-chip manufacturing facilities before 2030. This plan is supported by the freshly signed Chips and Science Act, a government bill that includes $52 billion of funding for U.S. chip designers and semiconductor manufacturers.So Micron will more than double its chip-making assets over the next seven years, creating roughly 40,000 jobs for Americans and a massive source of memory chip supplies. Today, most memory chips are made in Taiwan, China, or Japan. In light of the economywide supply chain problems that started with semiconductor shortages in Asia, Micron's domestic investment might be considered a matter of national security.You can invest in Micron's sensible and patriotic long-term plans for the bargain-bin price of just seven times the company's trailing earnings. I'm not concerned about the short-term revenue downturn, because Micron has a robust balance sheet and fantastic long-term plans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997122533,"gmtCreate":1661766476324,"gmtModify":1676536574986,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"Same like Johnson&amp;Johnson...plagued by baby powder lawsuits...3M by ear plugs","listText":"Same like Johnson&amp;Johnson...plagued by baby powder lawsuits...3M by ear plugs","text":"Same like Johnson&Johnson...plagued by baby powder lawsuits...3M by ear plugs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997122533","repostId":"1177006798","repostType":4,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996250366,"gmtCreate":1661178746758,"gmtModify":1676536468079,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>after split since oil price getting higher will make more ppl moving to EV &amp; if Twitter did go thru then its definitely a boost to Tesla","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>after split since oil price getting higher will make more ppl moving to EV &amp; if Twitter did go thru then its definitely a boost to Tesla","text":"$Tesla Motors(TSLA)$after split since oil price getting higher will make more ppl moving to EV & if Twitter did go thru then its definitely a boost to Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996250366","isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902503366,"gmtCreate":1659714848158,"gmtModify":1704719977935,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>long term keep","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a>long term keep","text":"$Alphabet(GOOGL)$long term keep","images":[{"img":"https://community-static.tradeup.com/news/a77d17616e5c183140d645dfce51e1e1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902503366","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9906677286,"gmtCreate":1659541982247,"gmtModify":1705981430373,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>when div will be shown","listText":"<a href=\"https://ttm.financial/S/C\">$Citigroup(C)$</a>when div will be shown","text":"$Citigroup(C)$when div will be shown","images":[{"img":"https://community-static.tradeup.com/news/a099e5a96b28307af41d3c54d68246c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906677286","isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9903679922,"gmtCreate":1659027074766,"gmtModify":1676536245893,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"Finally...great news","listText":"Finally...great news","text":"Finally...great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903679922","repostId":"1179137005","repostType":4,"repost":{"id":"1179137005","pubTimestamp":1659004223,"share":"https://ttm.financial/m/news/1179137005?lang=&edition=fundamental","pubTime":"2022-07-28 18:30","market":"sg","language":"en","title":"Singapore Airlines Swings to Profit as Demand Roars Back","url":"https://stock-news.laohu8.com/highlight/detail?id=1179137005","media":"Bloomberg","summary":"Capacity seen rising to 68% pre-Covid levels in second quarterHigh fuel costs, slowing economic grow","content":"<html><head></head><body><ul><li>Capacity seen rising to 68% pre-Covid levels in second quarter</li><li>High fuel costs, slowing economic growth are risks to recovery</li></ul><p><a href=\"https://laohu8.com/S/C6L.SI\">Singapore Airlines Ltd.</a> swung to a profit in the three months through June, as the end of travel restrictions across most of the world sparked a surge in demand for flights.</p><p>The airline said in a statement Thursday that it posted net income of S$370 million ($268 million) in the quarter, compared with a loss of S$409 million in the same period in 2021. Revenue came in at S$3.91 billion versus S$1.3 billion a year earlier.</p><p>Passenger load factor rose 34.1 percentage points to 79%, the highest since the onset of the pandemic, as traffic growth outpaced capacity expansion of 28.9%. Capacity for the group, which includes Scoot Airlines, is projected to rise to about 68% of pre-Covid levels in the second quarter and to 76% by the third. It was just 3% in April 2020.</p><p>Operating profit was $556 million in the three months through June, the second-highest quarterly figure ever, the company said. Singapore Airlines and Scoot carried 5.1 million passengers last quarter, with robust demand in all cabin classes and all regions apart from east Asia, where some border restrictions remain in place.</p><p>Singapore starting dismantling its Covid border curbs last year, initially via so-called vaccinated travel lanes with a handful of countries to allow inoculated people to enter without having to do quarantine, and then opening more widely to travelers from everywhere. While the city-state is still reporting several thousand infections a day, most virus curbs such as limits on gatherings have been lifted and authorities are preparing to vaccinate young children.</p><p>Singapore Airlines said expenditure rose by 32% from the previous quarter to S$3.4 billion, including a 71% jump in net fuel costs to S$1.3 billion as fuel prices rose 40%. That was partly offset by fuel hedging gains, it said.</p><p>Elevated fuel prices remain a concern, the airline said, while interest-rate increases and slowing economic growth in many countries are risks to the recovery in passenger travel and air cargo demand.</p><p>The company said forward sales are buoyant for the months to October, though cargo activity typically slows during the summer.</p><p>“Yields are expected to remain higher than pre-Covid levels in the near to medium term as air cargo capacity remains tight on key trade lanes to and from Asia, particularly between Europe and Asia, amid the Russia-Ukraine conflict,” it said. “Changes to the Covid-19 situation in China may also impact the ongoing recovery in the country’s export volumes.”</p><p>In the depths of the Covid crisis, with no domestic market in which to operate, Singapore Airlines cut pay and thousands of jobs, renegotiated aircraft contracts and deferred plane deliveries to put a lid on costs. To help it through, the company has raised S$22.4 billion in additional liquidity since April 2020.</p><p>Crew recruitment resumed in February, while new aircraft and higher usage will support the carrier’s network expansion, it said. Singapore Airlines’ operating fleet consisted of 127 passenger planes and seven freighters as of June 30, while Scoot had 55 passenger aircraft.</p><p>The airline now plans to increase services to destinations across the world, including restoring India operations to pre-Covid levels and adding more flights to Japanese cities like Tokyo and Osaka. It said earlier this month that more services will be added to Los Angeles and Paris in response to strong demand.</p><p>Singapore’s Changi Airport said last week it will resume operations at its Terminal 4 on Sept. 13 to meet demand after it was shuttered for more than two years due to the impact of the pandemic on travel.</p><p>In an interview with Bloomberg News in late May, Chief Executive Officer Goh Choon Phong said Singapore Airlines is committing to a strategy of working with international partners and establishing overseas hubs.</p><p>Singapore Airlines’ shares rose 0.2% ahead of the results Thursday. The company has three buy ratings, seven holds and two sells among analysts tracked by Bloomberg News.</p><p></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines Swings to Profit as Demand Roars Back</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Airlines Swings to Profit as Demand Roars Back\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 18:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-28/singapore-airlines-swings-to-profit-as-demand-comes-roaring-back?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Capacity seen rising to 68% pre-Covid levels in second quarterHigh fuel costs, slowing economic growth are risks to recoverySingapore Airlines Ltd. swung to a profit in the three months through June, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-28/singapore-airlines-swings-to-profit-as-demand-comes-roaring-back?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-28/singapore-airlines-swings-to-profit-as-demand-comes-roaring-back?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179137005","content_text":"Capacity seen rising to 68% pre-Covid levels in second quarterHigh fuel costs, slowing economic growth are risks to recoverySingapore Airlines Ltd. swung to a profit in the three months through June, as the end of travel restrictions across most of the world sparked a surge in demand for flights.The airline said in a statement Thursday that it posted net income of S$370 million ($268 million) in the quarter, compared with a loss of S$409 million in the same period in 2021. Revenue came in at S$3.91 billion versus S$1.3 billion a year earlier.Passenger load factor rose 34.1 percentage points to 79%, the highest since the onset of the pandemic, as traffic growth outpaced capacity expansion of 28.9%. Capacity for the group, which includes Scoot Airlines, is projected to rise to about 68% of pre-Covid levels in the second quarter and to 76% by the third. It was just 3% in April 2020.Operating profit was $556 million in the three months through June, the second-highest quarterly figure ever, the company said. Singapore Airlines and Scoot carried 5.1 million passengers last quarter, with robust demand in all cabin classes and all regions apart from east Asia, where some border restrictions remain in place.Singapore starting dismantling its Covid border curbs last year, initially via so-called vaccinated travel lanes with a handful of countries to allow inoculated people to enter without having to do quarantine, and then opening more widely to travelers from everywhere. While the city-state is still reporting several thousand infections a day, most virus curbs such as limits on gatherings have been lifted and authorities are preparing to vaccinate young children.Singapore Airlines said expenditure rose by 32% from the previous quarter to S$3.4 billion, including a 71% jump in net fuel costs to S$1.3 billion as fuel prices rose 40%. That was partly offset by fuel hedging gains, it said.Elevated fuel prices remain a concern, the airline said, while interest-rate increases and slowing economic growth in many countries are risks to the recovery in passenger travel and air cargo demand.The company said forward sales are buoyant for the months to October, though cargo activity typically slows during the summer.“Yields are expected to remain higher than pre-Covid levels in the near to medium term as air cargo capacity remains tight on key trade lanes to and from Asia, particularly between Europe and Asia, amid the Russia-Ukraine conflict,” it said. “Changes to the Covid-19 situation in China may also impact the ongoing recovery in the country’s export volumes.”In the depths of the Covid crisis, with no domestic market in which to operate, Singapore Airlines cut pay and thousands of jobs, renegotiated aircraft contracts and deferred plane deliveries to put a lid on costs. To help it through, the company has raised S$22.4 billion in additional liquidity since April 2020.Crew recruitment resumed in February, while new aircraft and higher usage will support the carrier’s network expansion, it said. Singapore Airlines’ operating fleet consisted of 127 passenger planes and seven freighters as of June 30, while Scoot had 55 passenger aircraft.The airline now plans to increase services to destinations across the world, including restoring India operations to pre-Covid levels and adding more flights to Japanese cities like Tokyo and Osaka. It said earlier this month that more services will be added to Los Angeles and Paris in response to strong demand.Singapore’s Changi Airport said last week it will resume operations at its Terminal 4 on Sept. 13 to meet demand after it was shuttered for more than two years due to the impact of the pandemic on travel.In an interview with Bloomberg News in late May, Chief Executive Officer Goh Choon Phong said Singapore Airlines is committing to a strategy of working with international partners and establishing overseas hubs.Singapore Airlines’ shares rose 0.2% ahead of the results Thursday. The company has three buy ratings, seven holds and two sells among analysts tracked by Bloomberg News.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932781680,"gmtCreate":1662992394640,"gmtModify":1676537178073,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>finally market green","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>finally market green","text":"$Apple(AAPL)$finally market green","images":[{"img":"https://community-static.tradeup.com/news/11be31c24cd0045415fcd4aa3917d8c8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932781680","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9931947640,"gmtCreate":1662390144580,"gmtModify":1676537050668,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"The video streaming wars is a fight between lord of the rings vs house of dragon vs squid games","listText":"The video streaming wars is a fight between lord of the rings vs house of dragon vs squid games","text":"The video streaming wars is a fight between lord of the rings vs house of dragon vs squid games","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931947640","repostId":"2264876734","repostType":4,"repost":{"id":"2264876734","pubTimestamp":1662344526,"share":"https://ttm.financial/m/news/2264876734?lang=&edition=fundamental","pubTime":"2022-09-05 10:22","market":"us","language":"en","title":"Amazon’s \"Lord of the Rings\" Series Draws 25 Million on Debut","url":"https://stock-news.laohu8.com/highlight/detail?id=2264876734","media":"Bloomberg","summary":"Amazon.com Inc. said its “Lord of the Rings: The Rings of Power” series drew more than 25 million vi","content":"<html><head></head><body><p>Amazon.com Inc. said its “Lord of the Rings: The Rings of Power” series drew more than 25 million viewers worldwide on its first day.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0563502982d0f0601de759c10e3bb0e6\" tg-width=\"1000\" tg-height=\"665\" width=\"100%\" height=\"auto\"/><span>The Lord of the Rings: The Rings of PowerPhotographer: Ben Rothstein/Prime Video</span></p><p>The series, based on the universe created by J.R.R. Tolkein and set a few thousand years before the events of “The Hobbit,” was the biggest-ever debut on the tech giant’s Prime Video service, Amazon said in a statement Saturday.</p><p>Amazon does not release viewership data for most of its shows. But streaming services are starting to disclose more information to tout their success and signal their scale to advertisers. Amazon will work with Nielsen to release data for its upcoming production of “Thursday Night Football.”</p><p>Amazon has invested an estimated $1 billion on the project, including $250 million for the rights to the franchise, in an effort to compete against streaming giants like Netflix Inc. and Walt Disney Co.’s Disney+. The series was launched in more than 240 countries and territories worldwide this month, and new episodes will be released weekly through Oct. 14.</p><p>Streaming services are increasingly turning to blockbuster shows to draw viewers as competition heats up. Netflix credited the new season of “Stranger Things” released earlier this year for reducing subscriber losses, while Warner Bros Discovery Co. last month launched “House of the Dragon,” the prequel to its hit “Game of Thrones” series.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon’s \"Lord of the Rings\" Series Draws 25 Million on Debut</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon’s \"Lord of the Rings\" Series Draws 25 Million on Debut\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-03/amazon-s-lord-of-the-rings-series-draws-25-million-on-debut?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com Inc. said its “Lord of the Rings: The Rings of Power” series drew more than 25 million viewers worldwide on its first day.The Lord of the Rings: The Rings of PowerPhotographer: Ben ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-03/amazon-s-lord-of-the-rings-series-draws-25-million-on-debut?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-03/amazon-s-lord-of-the-rings-series-draws-25-million-on-debut?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264876734","content_text":"Amazon.com Inc. said its “Lord of the Rings: The Rings of Power” series drew more than 25 million viewers worldwide on its first day.The Lord of the Rings: The Rings of PowerPhotographer: Ben Rothstein/Prime VideoThe series, based on the universe created by J.R.R. Tolkein and set a few thousand years before the events of “The Hobbit,” was the biggest-ever debut on the tech giant’s Prime Video service, Amazon said in a statement Saturday.Amazon does not release viewership data for most of its shows. But streaming services are starting to disclose more information to tout their success and signal their scale to advertisers. Amazon will work with Nielsen to release data for its upcoming production of “Thursday Night Football.”Amazon has invested an estimated $1 billion on the project, including $250 million for the rights to the franchise, in an effort to compete against streaming giants like Netflix Inc. and Walt Disney Co.’s Disney+. The series was launched in more than 240 countries and territories worldwide this month, and new episodes will be released weekly through Oct. 14.Streaming services are increasingly turning to blockbuster shows to draw viewers as competition heats up. Netflix credited the new season of “Stranger Things” released earlier this year for reducing subscriber losses, while Warner Bros Discovery Co. last month launched “House of the Dragon,” the prequel to its hit “Game of Thrones” series.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997887682,"gmtCreate":1661780588848,"gmtModify":1676536577344,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>cross finger for the new iphone sales to boost the price in Sep","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>cross finger for the new iphone sales to boost the price in Sep","text":"$Apple(AAPL)$cross finger for the new iphone sales to boost the price in Sep","images":[{"img":"https://community-static.tradeup.com/news/6db32213929eb1c883ccc5dd3c4df77b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997887682","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9991261174,"gmtCreate":1660847207301,"gmtModify":1676536409256,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"Why is anyone even trying to intepret the Fed when its obvious that they are just going to act according to the next CPI","listText":"Why is anyone even trying to intepret the Fed when its obvious that they are just going to act according to the next CPI","text":"Why is anyone even trying to intepret the Fed when its obvious that they are just going to act according to the next CPI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991261174","repostId":"2260780888","repostType":4,"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991263796,"gmtCreate":1660846634918,"gmtModify":1676536409248,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"Yup its definitely too early to say that the market has bottom","listText":"Yup its definitely too early to say that the market has bottom","text":"Yup its definitely too early to say that the market has bottom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991263796","repostId":"2260838863","repostType":4,"repost":{"id":"2260838863","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":1660815686,"share":"https://ttm.financial/m/news/2260838863?lang=&edition=fundamental","pubTime":"2022-08-18 17:41","market":"us","language":"en","title":"This Rule with a Perfect Record Says the Market Hasn't Bottomed, Says Bank of America's Star Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2260838863","media":"Dow Jones","summary":"Rules are there to be broken. That may be a standard mantra for anarchists. But for traders such thi","content":"<html><head></head><body><p>Rules are there to be broken. That may be a standard mantra for anarchists. But for traders such thinking may prove to be dangerously dismissive.</p><p>Investors therefore may like to consider the latest note from Bank of America&#39;s Savita Subramanian in which the star analyst describes how &#34;one rule with a perfect track record says the market hasn&#39;t bottomed.&#34;</p><p>Subramanian,  head of U.S. equity and quantitative strategy, says that only 30% of the conditions required for a market bottom are currently triggered following this latest rebound that has taken the S&amp;P 500  up 16.6% from its mid-June low. Usually, at least 80% of the conditions  must be registered before the all-clear can be called.</p><p>One of these signposts in particular is essential -- the Rule of 20. That is when the sum of yearly consumer price inflation and the market&#39;s trailing price-to-earnings ratio is lower than 20 when the market hits its trough.</p><p>Currently the market P/E is 20 and CPI is 8.5%, Surbramanian notes. That&#39;s 28.5.</p><p>&#34;Outside of inflation falling to 0%, or the S&amp;P 500 falling to 2500, an earnings surprise of 50% would be required to satisfy the Rule of 20, while consensus is forecasting an aggressive and we think unachievable 8% growth rate in 2023 already,&#34; she says.<img src=\"https://static.tigerbbs.com/846c4ac57533f4d36f777f43310bd8db\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>Meanwhile, BofA also reckons stocks are not sufficiently cheap because the market is underestimating the chances of a contracting economy.</p><p>&#34;A 20% likelihood of a recession is now priced in versus 36% in June. In March, stocks priced in a 75% probability of recession. Even on Enterprise Value to Sales, where sales should be elevated by the tailwind of 9% CPI, the market multiple is excessively elevated (+40%) relative to history -- possibly because real sales growth ex-Energy is essentially flat.&#34;</p><p>Other signposts that must be triggered to confirm a bottom, but currently are not, include: the Fed cutting rates; a 50 basis point or more decline in the 2-year Treasury yield ; a rising unemployment rate versus the 12-month low; a sell-side indicator buy signal.</p><p>Signals that are currently giving the green light to bulls include: Improving PMIs; and more bears than bulls.</p><p>Given all this, Subramanian favors the energy and industrial sectors and suggests selling consumer-focused stocks.</p><p>&#34;Industrials could be lifted by already strong capex (it grew +19% YoY in 2Q) and with companies guiding still higher on capex during second-quarter earnings season. Capex may be more of a necessity amid a tight labor market warranting automation and de-globalization, and should hold up better than in prior recessions,&#34; she writes.</p><p>The S&amp;P 500 has dropped 10% this year. The Dow Jones Industrial Average  has declined by 6%, while the Nasdaq Composite  has lost 17%.</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>This Rule with a Perfect Record Says the Market Hasn't Bottomed, Says Bank of America's Star Analyst</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\">\nThis Rule with a Perfect Record Says the Market Hasn't Bottomed, Says Bank of America's Star Analyst\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\">2022-08-18 17:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Rules are there to be broken. That may be a standard mantra for anarchists. But for traders such thinking may prove to be dangerously dismissive.</p><p>Investors therefore may like to consider the latest note from Bank of America&#39;s Savita Subramanian in which the star analyst describes how &#34;one rule with a perfect track record says the market hasn&#39;t bottomed.&#34;</p><p>Subramanian,  head of U.S. equity and quantitative strategy, says that only 30% of the conditions required for a market bottom are currently triggered following this latest rebound that has taken the S&amp;P 500  up 16.6% from its mid-June low. Usually, at least 80% of the conditions  must be registered before the all-clear can be called.</p><p>One of these signposts in particular is essential -- the Rule of 20. That is when the sum of yearly consumer price inflation and the market&#39;s trailing price-to-earnings ratio is lower than 20 when the market hits its trough.</p><p>Currently the market P/E is 20 and CPI is 8.5%, Surbramanian notes. That&#39;s 28.5.</p><p>&#34;Outside of inflation falling to 0%, or the S&amp;P 500 falling to 2500, an earnings surprise of 50% would be required to satisfy the Rule of 20, while consensus is forecasting an aggressive and we think unachievable 8% growth rate in 2023 already,&#34; she says.<img src=\"https://static.tigerbbs.com/846c4ac57533f4d36f777f43310bd8db\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"/>Meanwhile, BofA also reckons stocks are not sufficiently cheap because the market is underestimating the chances of a contracting economy.</p><p>&#34;A 20% likelihood of a recession is now priced in versus 36% in June. In March, stocks priced in a 75% probability of recession. Even on Enterprise Value to Sales, where sales should be elevated by the tailwind of 9% CPI, the market multiple is excessively elevated (+40%) relative to history -- possibly because real sales growth ex-Energy is essentially flat.&#34;</p><p>Other signposts that must be triggered to confirm a bottom, but currently are not, include: the Fed cutting rates; a 50 basis point or more decline in the 2-year Treasury yield ; a rising unemployment rate versus the 12-month low; a sell-side indicator buy signal.</p><p>Signals that are currently giving the green light to bulls include: Improving PMIs; and more bears than bulls.</p><p>Given all this, Subramanian favors the energy and industrial sectors and suggests selling consumer-focused stocks.</p><p>&#34;Industrials could be lifted by already strong capex (it grew +19% YoY in 2Q) and with companies guiding still higher on capex during second-quarter earnings season. Capex may be more of a necessity amid a tight labor market warranting automation and de-globalization, and should hold up better than in prior recessions,&#34; she writes.</p><p>The S&amp;P 500 has dropped 10% this year. The Dow Jones Industrial Average  has declined by 6%, while the Nasdaq Composite  has lost 17%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4504":"桥水持仓","BK4207":"综合性银行","BAC":"美国银行","BK4553":"喜马拉雅资本持仓","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260838863","content_text":"Rules are there to be broken. That may be a standard mantra for anarchists. But for traders such thinking may prove to be dangerously dismissive.Investors therefore may like to consider the latest note from Bank of America's Savita Subramanian in which the star analyst describes how \"one rule with a perfect track record says the market hasn't bottomed.\"Subramanian,  head of U.S. equity and quantitative strategy, says that only 30% of the conditions required for a market bottom are currently triggered following this latest rebound that has taken the S&P 500  up 16.6% from its mid-June low. Usually, at least 80% of the conditions  must be registered before the all-clear can be called.One of these signposts in particular is essential -- the Rule of 20. That is when the sum of yearly consumer price inflation and the market's trailing price-to-earnings ratio is lower than 20 when the market hits its trough.Currently the market P/E is 20 and CPI is 8.5%, Surbramanian notes. That's 28.5.\"Outside of inflation falling to 0%, or the S&P 500 falling to 2500, an earnings surprise of 50% would be required to satisfy the Rule of 20, while consensus is forecasting an aggressive and we think unachievable 8% growth rate in 2023 already,\" she says.Meanwhile, BofA also reckons stocks are not sufficiently cheap because the market is underestimating the chances of a contracting economy.\"A 20% likelihood of a recession is now priced in versus 36% in June. In March, stocks priced in a 75% probability of recession. Even on Enterprise Value to Sales, where sales should be elevated by the tailwind of 9% CPI, the market multiple is excessively elevated (+40%) relative to history -- possibly because real sales growth ex-Energy is essentially flat.\"Other signposts that must be triggered to confirm a bottom, but currently are not, include: the Fed cutting rates; a 50 basis point or more decline in the 2-year Treasury yield ; a rising unemployment rate versus the 12-month low; a sell-side indicator buy signal.Signals that are currently giving the green light to bulls include: Improving PMIs; and more bears than bulls.Given all this, Subramanian favors the energy and industrial sectors and suggests selling consumer-focused stocks.\"Industrials could be lifted by already strong capex (it grew +19% YoY in 2Q) and with companies guiding still higher on capex during second-quarter earnings season. Capex may be more of a necessity amid a tight labor market warranting automation and de-globalization, and should hold up better than in prior recessions,\" she writes.The S&P 500 has dropped 10% this year. The Dow Jones Industrial Average  has declined by 6%, while the Nasdaq Composite  has lost 17%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999412164,"gmtCreate":1660570677060,"gmtModify":1676535212426,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a>waiting to grab more","listText":"<a href=\"https://ttm.financial/S/BAC\">$Bank of America(BAC)$</a>waiting to grab more","text":"$Bank of America(BAC)$waiting to grab more","images":[{"img":"https://community-static.tradeup.com/news/ca182667ffa0fb2f2c4b7c5a65dff727","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999412164","isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9077723664,"gmtCreate":1658587867258,"gmtModify":1676536179475,"author":{"id":"4107267438903580","authorId":"4107267438903580","name":"Momori","avatar":"https://community-static.tradeup.com/news/a2c637fe94d0dffd40cceac58b9140b0","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107267438903580","idStr":"4107267438903580"},"themes":[],"htmlText":"Overthink","listText":"Overthink","text":"Overthink","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077723664","repostId":"2253658190","repostType":4,"repost":{"id":"2253658190","pubTimestamp":1658535269,"share":"https://ttm.financial/m/news/2253658190?lang=&edition=fundamental","pubTime":"2022-07-23 08:14","market":"us","language":"en","title":"What Is Going on With Alphabet Stock Friday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253658190","media":"InvestorPlace","summary":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related compa","content":"<html><head></head><body><ul><li>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.</li><li>Additionally, concerns around the potential for fines out of the U.K. have investors on edge.</li><li>With the company&#39;s stock split officially in the rearview mirror, investors are finding few catalysts on the horizon.</li></ul><p><img src=\"https://static.tigerbbs.com/cdb45c167e367ede602e740013e84dde\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>For investors in Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), it’s been a trying year. Yes, there have been some flurries of hope for this mega-cap online tech player. However, GOOG stock has underperformed the expectations of many investors, now down more than 25% on a year-to-date basis.</p><p>Today, GOOG stock is down another 7% as investors price in a flurry of catalysts.</p><p>The first is a lackluster earnings report from social media company <a href=\"https://laohu8.com/S/SNAP\">Snap</a>. The parent company of Snapchat reported some rather dismal numbers, missing estimates and posting a wider-than-expected free cash flow loss. Accordingly, concerns around digital ad spending are growing. This is a pertinent issue for companies such as Alphabet, whose Google division provides the lion’s share of revenues and cash flows.</p><p>Other key drivers that appear to be in play today are concerns around compensation for fraud victims in the U.K., as well as the potential that post-stock split, GOOG stock doesn’t really have much in the way of positive catalysts to take this stock higher.</p><p>Let’s dive into what to make of today’s impressive move in Alphabet.</p><h2>Is GOOG Stock a Buy on Today’s Impressive Decline?</h2><p>Seeing a mega-cap stock like Alphabet lose more than 7% of its value in a single day is indeed a big move. With billions of dollars of valuation wiped out, investors may consider this stock a great buy. After all, the company now trades around 18 times earnings following this decline.</p><p>However, there are plenty of headwinds investors are factoring in right now. Earnings for other digital ad-oriented companies are getting hit hard. And while Google’s underlying business model is fundamentally different from Snap’s, it’s clear that investors are taking a cautious approach to this sector right now.</p><p>Accordingly, while it is interesting to see GOOG stock trade around the $107 mark (at the time of writing), the fact that this stock split has officially happened takes away one of the key non-fundamental drivers Alphabet had. In the absence of other catalysts, investors appear to have lost interest. In this market, that can mean significant near-term downside pressure, such as what we’re seeing today.</p><p>While I think GOOG stock is a great long-term bet, it may be a bumpy few months ahead. Until we get an indication of where this economy is heading, it’s likely going to be turbulent for all stocks. Indeed, seeing Alphabet drop as it has today should be an indication of this for investors.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Going on With Alphabet Stock Friday?</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\">\nWhat Is Going on With Alphabet Stock Friday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge....</p>\n\n<a href=\"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253658190","content_text":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge.With the company's stock split officially in the rearview mirror, investors are finding few catalysts on the horizon.For investors in Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), it’s been a trying year. Yes, there have been some flurries of hope for this mega-cap online tech player. However, GOOG stock has underperformed the expectations of many investors, now down more than 25% on a year-to-date basis.Today, GOOG stock is down another 7% as investors price in a flurry of catalysts.The first is a lackluster earnings report from social media company Snap. The parent company of Snapchat reported some rather dismal numbers, missing estimates and posting a wider-than-expected free cash flow loss. Accordingly, concerns around digital ad spending are growing. This is a pertinent issue for companies such as Alphabet, whose Google division provides the lion’s share of revenues and cash flows.Other key drivers that appear to be in play today are concerns around compensation for fraud victims in the U.K., as well as the potential that post-stock split, GOOG stock doesn’t really have much in the way of positive catalysts to take this stock higher.Let’s dive into what to make of today’s impressive move in Alphabet.Is GOOG Stock a Buy on Today’s Impressive Decline?Seeing a mega-cap stock like Alphabet lose more than 7% of its value in a single day is indeed a big move. With billions of dollars of valuation wiped out, investors may consider this stock a great buy. After all, the company now trades around 18 times earnings following this decline.However, there are plenty of headwinds investors are factoring in right now. Earnings for other digital ad-oriented companies are getting hit hard. And while Google’s underlying business model is fundamentally different from Snap’s, it’s clear that investors are taking a cautious approach to this sector right now.Accordingly, while it is interesting to see GOOG stock trade around the $107 mark (at the time of writing), the fact that this stock split has officially happened takes away one of the key non-fundamental drivers Alphabet had. In the absence of other catalysts, investors appear to have lost interest. In this market, that can mean significant near-term downside pressure, such as what we’re seeing today.While I think GOOG stock is a great long-term bet, it may be a bumpy few months ahead. Until we get an indication of where this economy is heading, it’s likely going to be turbulent for all stocks. Indeed, seeing Alphabet drop as it has today should be an indication of this for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}