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01-19

2023-04-17

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Nio Stock Climbs Over 4% in Hong Kong; While JD.Com Slides 1.3% Amid Competition

2023-04-16

Ok

Apple PC Shipments Plummet In 2023 -- Time to Sell the Stock?

2023-03-31

Good sharing

2 Under-the-Radar Gaming Stocks You Can Buy and Hold for the Next Decade

2023-03-29

Ok

I Was Wrong On Apple: A Bear Turns Bullish

2022-12-13

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Tesla Stock Ends at Fresh Two-Year Low, Bucking Broader Market Trend

2022-12-08

Ok

Palantir: Ripe For A Put Option

2022-12-07

$Amazon.com(AMZN)$

2022-12-07

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Apple: Why Buybacks Won't Stop Once It Reaches Cash Neutrality

2022-12-06

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Why Palantir Plunged 14.7% in November

2022-10-31

Yes

These 5 Solid Blue-Chip Stocks Are Hitting a 52-Week Low: Are They a Bargain?

2022-10-29

Will go up. Good sharing

Amazon Stock Is Plunging. What Comes Next?

2022-10-25

Ok

Apple: You Have Been Warned

2022-10-19

Good sharing

Singapore REIT Share Prices Have Continued to Plunge: Should Investors Be Worried?

2022-10-17

Good sharing

The Amazon Stock Split Is Paying Me Dividends. I Explain And Provide 2 Examples

2022-10-14

$SoFi Technologies Inc.(SOFI)$

2022-10-14

Good!

Palantir: Karp Bets Heavy On Apollo

2022-10-14

Good

Singapore Central Bank Tightens Policy, Q3 GDP Tops Forecast

2022-10-14

Good

Singapore Stocks to Watch: Singtel, SIA, Stamford Land

2022-10-12

Ok

Singapore Stocks to Watch: SIA Engineering, Q&M Dental, Trek 2000

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href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$ </a>&nbsp;","text":"$Apple(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/60d46faa32b133813c9c771f11e2e705","width":"1080","height":"1862"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264700401393720","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9944316956,"gmtCreate":1681701826175,"gmtModify":1681701829679,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944316956","repostId":"1135583258","repostType":2,"repost":{"id":"1135583258","pubTimestamp":1681699812,"share":"https://ttm.financial/m/news/1135583258?lang=&edition=fundamental","pubTime":"2023-04-17 10:50","market":"hk","language":"en","title":"Nio Stock Climbs Over 4% in Hong Kong; While JD.Com Slides 1.3% Amid Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=1135583258","media":"South China Morning Post","summary":"China’s economic recovery likely strengthened last quarter while manufacturing and retail sales adva","content":"<html><head></head><body><ul><li><p>China’s economic recovery likely strengthened last quarter while manufacturing and retail sales advanced in March, official reports this week may show</p></li><li><p>JD.com slides as some analysts turn more bearish on the stock amid heightened competition in the e-commerce industry</p></li></ul><p>Hong Kong stocks were steady near a one-week high before government reports this week signalling China’s economy strengthened last quarter as manufacturing expanded. JD.com tumbled as some analysts warned of market-share loss.</p><p>The Hang Seng Index rose 0.2 per cent to 20,478.83 at 10.15am local time, adding to a 0.5 per cent advance last week. The Tech Index climbed 0.6 per cent while the Shanghai Composite Index advanced 0.6 per cent.</p><p>HSBC jumped 2.3 per cent to HK$56.90 while China’s top chip maker SMIC rose 3.1 per cent to HK$24.65. BYD led carmakers higher, adding 1.5 per cent to HK$230.20 while Xpeng rallied 7.4 per cent and Nio climbed 4.11 per cent.</p><p>Limiting gains, JD.com slumped 1.4 per cent as analysts including UBS and Blue Lotus Capital Advisors warned of weakening operating results in the short term amid heightened competition. Alibaba Group fell 0.6 per cent to HK$93.60 amid an internal reorganisation while Tencent slipped 0.4 per cent to HK$363.80.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f6918c517eb04ed4a08c5a3fc3f6b34\" tg-width=\"417\" tg-height=\"628\"/></p><p>Investors are keeping bets light amid geopolitical tensions as G-7 foreign ministers gather in Japan with China being front and centre of discussions.</p><p>Local stocks rose 0.5 percent last week, while global stocks advanced 1.3 per cent for a third week of gain in four after reports showing slowing inflation in the US.</p><p>Two companies began trading today. Industrial metal producer Farsoon Technologies surged 29 per cent to 24 yuan in Shanghai, while flooring manufacturer Anhui Sentai Group gained 28 per cent to 36 yuan in Shenzhen.</p><p>Elsewhere, most Asian markets were also steady. The S&amp;P/ASX 200 in Australia added 0.4 per cent while the Nikkei 225 in Japan and the Kospi in South Korea were both little changed.</p></body></html>","source":"lsy1600132093512","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Stock Climbs Over 4% in Hong Kong; While JD.Com Slides 1.3% Amid Competition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Stock Climbs Over 4% in Hong Kong; While JD.Com Slides 1.3% Amid Competition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-17 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/banking-finance/article/3217277/byd-hsbc-keep-hong-kong-stocks-near-1-week-high-china-gdp-data-while-jdcom-slides-amid-competition?module=live&pgtype=homepage><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s economic recovery likely strengthened last quarter while manufacturing and retail sales advanced in March, official reports this week may showJD.com slides as some analysts turn more bearish ...</p>\n\n<a href=\"https://www.scmp.com/business/banking-finance/article/3217277/byd-hsbc-keep-hong-kong-stocks-near-1-week-high-china-gdp-data-while-jdcom-slides-amid-competition?module=live&pgtype=homepage\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","09866":"蔚来-SW","09868":"小鹏汽车-W"},"source_url":"https://www.scmp.com/business/banking-finance/article/3217277/byd-hsbc-keep-hong-kong-stocks-near-1-week-high-china-gdp-data-while-jdcom-slides-amid-competition?module=live&pgtype=homepage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135583258","content_text":"China’s economic recovery likely strengthened last quarter while manufacturing and retail sales advanced in March, official reports this week may showJD.com slides as some analysts turn more bearish on the stock amid heightened competition in the e-commerce industryHong Kong stocks were steady near a one-week high before government reports this week signalling China’s economy strengthened last quarter as manufacturing expanded. JD.com tumbled as some analysts warned of market-share loss.The Hang Seng Index rose 0.2 per cent to 20,478.83 at 10.15am local time, adding to a 0.5 per cent advance last week. The Tech Index climbed 0.6 per cent while the Shanghai Composite Index advanced 0.6 per cent.HSBC jumped 2.3 per cent to HK$56.90 while China’s top chip maker SMIC rose 3.1 per cent to HK$24.65. BYD led carmakers higher, adding 1.5 per cent to HK$230.20 while Xpeng rallied 7.4 per cent and Nio climbed 4.11 per cent.Limiting gains, JD.com slumped 1.4 per cent as analysts including UBS and Blue Lotus Capital Advisors warned of weakening operating results in the short term amid heightened competition. Alibaba Group fell 0.6 per cent to HK$93.60 amid an internal reorganisation while Tencent slipped 0.4 per cent to HK$363.80.Investors are keeping bets light amid geopolitical tensions as G-7 foreign ministers gather in Japan with China being front and centre of discussions.Local stocks rose 0.5 percent last week, while global stocks advanced 1.3 per cent for a third week of gain in four after reports showing slowing inflation in the US.Two companies began trading today. Industrial metal producer Farsoon Technologies surged 29 per cent to 24 yuan in Shanghai, while flooring manufacturer Anhui Sentai Group gained 28 per cent to 36 yuan in Shenzhen.Elsewhere, most Asian markets were also steady. The S&P/ASX 200 in Australia added 0.4 per cent while the Nikkei 225 in Japan and the Kospi in South Korea were both little changed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944093315,"gmtCreate":1681613984338,"gmtModify":1681613987710,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944093315","repostId":"2327438481","repostType":2,"repost":{"id":"2327438481","pubTimestamp":1681610944,"share":"https://ttm.financial/m/news/2327438481?lang=&edition=fundamental","pubTime":"2023-04-16 10:09","market":"us","language":"en","title":"Apple PC Shipments Plummet In 2023 -- Time to Sell the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2327438481","media":"Motley Fool","summary":"The tech giant is finally showing signs of stress as the personal computing downturn drags on.","content":"<html><head></head><body><p>The tech industry has been working through a glut of PC (personal computer) and smartphone inventories since the second half of 2022. Following a massive upgrade cycle fueled by the work-from-home movement in late 2020 through 2021, the chip shortage loosened up last year just in time for consumer demand to cool off (inflation being but one reason for this). </p><p>PC makers responded by reducing shipments to retail partners until the excess inventory was reduced by consumer purchasing. One standout winner during this mess last year was <strong>Apple</strong>, but it appears the downturn finally came for the iPhone and Mac company.</p><p>Does this mean it&#39;s time to sell Apple stock? </p><h2>Apple Macs plunge more than peers?</h2><p>According to data from tech research firm IDC, global PC shipments in first-quarter 2023 fell a whopping 29% year over year to 56.9 million. This isn&#39;t just a dip below COVID-era highs (80.2 million global PC shipments in Q1 2022, and over 90 million global shipments during the fourth-quarter holiday shopping frenzy of 2021 and 2020). If IDC&#39;s preliminary Q1 2023 figures are correct, 56.9 million PCs would represent a 4% decline from 59.2 million shipments in Q1 2019, and a 6% decline from 60.6 million PCs in Q1 2018.</p><p>Indeed, this is a steep pullback from the rampant consumer tech spending spree over the last couple of years.</p><p>But what may be especially concerning for investors is to see Apple PCs (like Macs and MacBook laptops) fall precipitously, at least according to IDC. The research company&#39;s preliminary estimate is that Q1 2023 Apple Mac shipments plunged 40% year over year to just 4.1 million units. That&#39;s a far steeper drop than the other top PC makers on the list: <strong>Lenovo</strong>, <strong>HP</strong>, <strong>Dell Technologies</strong>, and ASUS.  </p><h2>Don&#39;t panic just yet</h2><p>There&#39;s a caveat to Apple&#39;s PC shipments plunging far more than its peers, though. Macs and MacBooks are premium personal computers, but people are still willing to shell out the extra cash for the Apple emblem. According to IDC&#39;s estimates, Apple still commands the No. 4 spot as far as global PC market share goes, behind Lenovo, HP, and Dell.  </p><p>Apple&#39;s market share of Q1 2023 PC shipments was 7.2%. Though that&#39;s down from its low-teens percentage market share high reached at points in 2022, Apple is nevertheless holding on to its progress. In Q1 2019, before the pandemic started, Apple was in the No. 5 position in market share. At that time, it only shipped 3.9 million Macs and MacBooks, according to IDC estimates, giving it a global PC market share of only 6.6%.</p><p>Quarter-to-quarter shipments can be noisy and distracting. Thus, though Apple PC revenue might be in for some pain when the next quarter&#39;s financials are released (the report comes out May 4, 2023), it appears that Apple is still selling more PCs than it was pre-pandemic -- and commanding greater leadership than it was four years ago. If you own Apple stock, there&#39;s no need to panic. </p><h2>The market saw this coming already</h2><p>There&#39;s another reason to keep it cool: We already knew Apple Mac and MacBook sales were getting hit pretty hard. </p><p>During the last earnings call in February 2023 (for the three-month period ended December 2022), Apple said Mac revenue had fallen 29% year over year to $7.74 billion. The reason, besides a hard-hit global consumer, was a tough comparison to the year prior thanks to the MacBook Pros featuring the brand new in-house designed Apple M-series chip. Apple is now on its second-gen M2 chip, but that isn&#39;t having the same dramatic upside as the initial M-series processor release.  </p><p>Apple CFO Luca Maestri also said to expect Mac revenue to fall by a year-over-year double-digit percentage again in the first few months of 2023, for similar reasons to last quarter. No surprises, then, at IDC&#39;s ugly-looking estimates.</p><p>It&#39;s also worth remembering that the iPhone matters most. iPhone sales made up 56% of Apple revenue at the end of 2022. And regardless of what devices are selling (iPhones, Macs, iPads, Watch, etc.), Apple keeps expanding its total &#34;installed base&#34; of devices in operation, which is the fuel that keeps its stable-growth &#34;services&#34; segment headed higher. Apple said it had reached over 2 billion devices in its installed base during the final months of 2022, double the figure seven years ago.</p><p>Apple stock has rallied 23% so far in 2023, and is just 12% off all-time highs reached a little over a year ago. If you&#39;re an Apple shareholder, there&#39;s no reason to panic-sell the stock now.</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>Apple PC Shipments Plummet In 2023 -- Time to Sell the Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple PC Shipments Plummet In 2023 -- Time to Sell the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-16 10:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/15/apple-pc-shipments-plummet-2023-time-sell-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech industry has been working through a glut of PC (personal computer) and smartphone inventories since the second half of 2022. Following a massive upgrade cycle fueled by the work-from-home ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/15/apple-pc-shipments-plummet-2023-time-sell-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/04/15/apple-pc-shipments-plummet-2023-time-sell-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327438481","content_text":"The tech industry has been working through a glut of PC (personal computer) and smartphone inventories since the second half of 2022. Following a massive upgrade cycle fueled by the work-from-home movement in late 2020 through 2021, the chip shortage loosened up last year just in time for consumer demand to cool off (inflation being but one reason for this). PC makers responded by reducing shipments to retail partners until the excess inventory was reduced by consumer purchasing. One standout winner during this mess last year was Apple, but it appears the downturn finally came for the iPhone and Mac company.Does this mean it's time to sell Apple stock? Apple Macs plunge more than peers?According to data from tech research firm IDC, global PC shipments in first-quarter 2023 fell a whopping 29% year over year to 56.9 million. This isn't just a dip below COVID-era highs (80.2 million global PC shipments in Q1 2022, and over 90 million global shipments during the fourth-quarter holiday shopping frenzy of 2021 and 2020). If IDC's preliminary Q1 2023 figures are correct, 56.9 million PCs would represent a 4% decline from 59.2 million shipments in Q1 2019, and a 6% decline from 60.6 million PCs in Q1 2018.Indeed, this is a steep pullback from the rampant consumer tech spending spree over the last couple of years.But what may be especially concerning for investors is to see Apple PCs (like Macs and MacBook laptops) fall precipitously, at least according to IDC. The research company's preliminary estimate is that Q1 2023 Apple Mac shipments plunged 40% year over year to just 4.1 million units. That's a far steeper drop than the other top PC makers on the list: Lenovo, HP, Dell Technologies, and ASUS.  Don't panic just yetThere's a caveat to Apple's PC shipments plunging far more than its peers, though. Macs and MacBooks are premium personal computers, but people are still willing to shell out the extra cash for the Apple emblem. According to IDC's estimates, Apple still commands the No. 4 spot as far as global PC market share goes, behind Lenovo, HP, and Dell.  Apple's market share of Q1 2023 PC shipments was 7.2%. Though that's down from its low-teens percentage market share high reached at points in 2022, Apple is nevertheless holding on to its progress. In Q1 2019, before the pandemic started, Apple was in the No. 5 position in market share. At that time, it only shipped 3.9 million Macs and MacBooks, according to IDC estimates, giving it a global PC market share of only 6.6%.Quarter-to-quarter shipments can be noisy and distracting. Thus, though Apple PC revenue might be in for some pain when the next quarter's financials are released (the report comes out May 4, 2023), it appears that Apple is still selling more PCs than it was pre-pandemic -- and commanding greater leadership than it was four years ago. If you own Apple stock, there's no need to panic. The market saw this coming alreadyThere's another reason to keep it cool: We already knew Apple Mac and MacBook sales were getting hit pretty hard. During the last earnings call in February 2023 (for the three-month period ended December 2022), Apple said Mac revenue had fallen 29% year over year to $7.74 billion. The reason, besides a hard-hit global consumer, was a tough comparison to the year prior thanks to the MacBook Pros featuring the brand new in-house designed Apple M-series chip. Apple is now on its second-gen M2 chip, but that isn't having the same dramatic upside as the initial M-series processor release.  Apple CFO Luca Maestri also said to expect Mac revenue to fall by a year-over-year double-digit percentage again in the first few months of 2023, for similar reasons to last quarter. No surprises, then, at IDC's ugly-looking estimates.It's also worth remembering that the iPhone matters most. iPhone sales made up 56% of Apple revenue at the end of 2022. And regardless of what devices are selling (iPhones, Macs, iPads, Watch, etc.), Apple keeps expanding its total \"installed base\" of devices in operation, which is the fuel that keeps its stable-growth \"services\" segment headed higher. Apple said it had reached over 2 billion devices in its installed base during the final months of 2022, double the figure seven years ago.Apple stock has rallied 23% so far in 2023, and is just 12% off all-time highs reached a little over a year ago. If you're an Apple shareholder, there's no reason to panic-sell the stock now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941218707,"gmtCreate":1680272080809,"gmtModify":1680272084800,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941218707","repostId":"2323103255","repostType":2,"repost":{"id":"2323103255","pubTimestamp":1680275882,"share":"https://ttm.financial/m/news/2323103255?lang=&edition=fundamental","pubTime":"2023-03-31 23:18","market":"us","language":"en","title":"2 Under-the-Radar Gaming Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2323103255","media":"Motley Fool","summary":"Even companies not traditionally considered \"gaming stocks\" invest heavily in gaming segments.","content":"<html><head></head><body><p>In the 2022 bear market, gaming stocks were some of the unexpected losers. The pandemic frontloaded gaming growth in 2020 and 2021 amid the lockdowns, but after consumers returned to pre-pandemic entertainment options, revenue growth in gaming reversed. Industry analysts at Newzoo reported a 4% decline in gaming revenue in 2022, even as the number of players rose to 3.2 billion, up from 3.1 billion in 2021. That decline has hampered growth in companies that are partially or exclusively focused on gaming.</p><p>However, if Newzoo&#39;s forecast of 3.5 billion gamers by 2025 proves true, gaming investors will likely view the 2022 revenue decline as a short-term correction. After all, according to report by Axios, the revenue decline in gaming was largely based in mobile gaming, but these games are gaining popularity in new, &#34;mobile-centric regions&#34; across the world. Meanwhile, PC gaming revenue continues to grow and much of the decline in console-gaming-based revenue could be sourced in lingering supply chain and game development issues from the pandemic.</p><p>As the industry experiences a likely resumption in revenue growth, gaming should again boost the tech sector and provide a catalyst for less conventional video game stocks like <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> and <a href=\"https://laohu8.com/S/SE\">Sea Limited </a>.</p><h2>1. <a href=\"https://laohu8.com/S/AMD\">AMD</a></h2><p>AMD has gained notoriety in recent years as a semiconductor stock. Its twin expertise in CPUs (central processing units) and GPUs (graphics processing units) has made it a formidable competitor to <strong>Nvidia </strong>and <strong>Intel</strong>. Moreover, it has prospered as the company&#39;s chips have become essential to powering data centers.</p><p>But this success may lead investors to forget its longtime core competency in gaming. Under Lisa Su&#39;s leadership, AMD&#39;s revival has hinged partially on gaming, with the company winning contracts to power <strong>Sony</strong> and <strong>Microsoft</strong>&#39;s newest videogame consoles. Some gaming-related graphics applications have also helped bolster its successful data center business and artificial intelligence (AI) capabilities.</p><p>In 2022, gaming accounted for $6.8 billion of AMD&#39;s revenue, or 29% of the company&#39;s $23.6 billion total. That revenue did not compensate for rising operating and acquisition costs as 2022 net income fell to $1.3 billion versus $3.2 billion in 2021.</p><p>Nonetheless, investors have bid AMD stock higher amid excitement over AI in recent weeks. And though falling profits took its price-to-earnings (P/E) ratio to 106, the forward P/E ratio of 31 implies the stock may not be as expensive as it appears. Such conditions indicate that AMD could benefit from a longer-term recovery in gaming despite the recent surge in the stock price.</p><h2>2. <a href=\"https://laohu8.com/S/SE\">Sea Limited</a></h2><p>Sea Limited may be less familiar to U.S.-based investors. After all, most of its business takes place in Southeast Asia.</p><p>Some investors might know Sea Limited by its Shopee e-commerce platform or its fintech segment, Sea Money. However, the company started with its gaming segment, Garena. And while Garena consists of numerous games, such as <em>Speed Drifter</em> and <em>Arena of Valor</em>, its most popular game is <em>Free Fire</em>, a battle royale game. <em>Free Fire</em> was the most popular downloaded mobile game globally from 2019 to 2021.</p><p>Revenue in Sea Limited&#39;s digital entertainment segment, which includes Garena, fell by 10.3% in 2022. But despite <em>Free Fire</em>&#39;s recent weakness, the segment still comprised $3.9 billion of the company&#39;s $12.4 billion in revenue in 2022. Meanwhile, growth in its e-commerce and digital financial service segments kept Sea Limited on course. As a result, overall revenue rose by 25%.</p><p>Moreover, the cost of revenue and operating expense growth grew at a slower pace. Hence, the 2022 loss of $1.7 billion was less than 2021&#39;s $2 billion loss. With that improvement, the stock has recovered significantly, more than doubling in value from the low of just under $41 per share in November.</p><p>Also, valuations remain relatively reasonable despite that gain, staying below 4 times sales. This compares to early 2021, when the price-to-sales (P/S) ratio exceeded 30. That low sales multiple could mean the stock will surge higher amid a likely resurgence in online gaming.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Under-the-Radar Gaming Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Under-the-Radar Gaming Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/31/2-under-radar-gaming-stocks-buy-hold-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the 2022 bear market, gaming stocks were some of the unexpected losers. The pandemic frontloaded gaming growth in 2020 and 2021 amid the lockdowns, but after consumers returned to pre-pandemic ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/31/2-under-radar-gaming-stocks-buy-hold-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2023/03/31/2-under-radar-gaming-stocks-buy-hold-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323103255","content_text":"In the 2022 bear market, gaming stocks were some of the unexpected losers. The pandemic frontloaded gaming growth in 2020 and 2021 amid the lockdowns, but after consumers returned to pre-pandemic entertainment options, revenue growth in gaming reversed. Industry analysts at Newzoo reported a 4% decline in gaming revenue in 2022, even as the number of players rose to 3.2 billion, up from 3.1 billion in 2021. That decline has hampered growth in companies that are partially or exclusively focused on gaming.However, if Newzoo's forecast of 3.5 billion gamers by 2025 proves true, gaming investors will likely view the 2022 revenue decline as a short-term correction. After all, according to report by Axios, the revenue decline in gaming was largely based in mobile gaming, but these games are gaining popularity in new, \"mobile-centric regions\" across the world. Meanwhile, PC gaming revenue continues to grow and much of the decline in console-gaming-based revenue could be sourced in lingering supply chain and game development issues from the pandemic.As the industry experiences a likely resumption in revenue growth, gaming should again boost the tech sector and provide a catalyst for less conventional video game stocks like Advanced Micro Devices  and Sea Limited .1. AMDAMD has gained notoriety in recent years as a semiconductor stock. Its twin expertise in CPUs (central processing units) and GPUs (graphics processing units) has made it a formidable competitor to Nvidia and Intel. Moreover, it has prospered as the company's chips have become essential to powering data centers.But this success may lead investors to forget its longtime core competency in gaming. Under Lisa Su's leadership, AMD's revival has hinged partially on gaming, with the company winning contracts to power Sony and Microsoft's newest videogame consoles. Some gaming-related graphics applications have also helped bolster its successful data center business and artificial intelligence (AI) capabilities.In 2022, gaming accounted for $6.8 billion of AMD's revenue, or 29% of the company's $23.6 billion total. That revenue did not compensate for rising operating and acquisition costs as 2022 net income fell to $1.3 billion versus $3.2 billion in 2021.Nonetheless, investors have bid AMD stock higher amid excitement over AI in recent weeks. And though falling profits took its price-to-earnings (P/E) ratio to 106, the forward P/E ratio of 31 implies the stock may not be as expensive as it appears. Such conditions indicate that AMD could benefit from a longer-term recovery in gaming despite the recent surge in the stock price.2. Sea LimitedSea Limited may be less familiar to U.S.-based investors. After all, most of its business takes place in Southeast Asia.Some investors might know Sea Limited by its Shopee e-commerce platform or its fintech segment, Sea Money. However, the company started with its gaming segment, Garena. And while Garena consists of numerous games, such as Speed Drifter and Arena of Valor, its most popular game is Free Fire, a battle royale game. Free Fire was the most popular downloaded mobile game globally from 2019 to 2021.Revenue in Sea Limited's digital entertainment segment, which includes Garena, fell by 10.3% in 2022. But despite Free Fire's recent weakness, the segment still comprised $3.9 billion of the company's $12.4 billion in revenue in 2022. Meanwhile, growth in its e-commerce and digital financial service segments kept Sea Limited on course. As a result, overall revenue rose by 25%.Moreover, the cost of revenue and operating expense growth grew at a slower pace. Hence, the 2022 loss of $1.7 billion was less than 2021's $2 billion loss. With that improvement, the stock has recovered significantly, more than doubling in value from the low of just under $41 per share in November.Also, valuations remain relatively reasonable despite that gain, staying below 4 times sales. This compares to early 2021, when the price-to-sales (P/S) ratio exceeded 30. That low sales multiple could mean the stock will surge higher amid a likely resurgence in online gaming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941154560,"gmtCreate":1680076067850,"gmtModify":1680076071274,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941154560","repostId":"1113728387","repostType":2,"repost":{"id":"1113728387","pubTimestamp":1680073495,"share":"https://ttm.financial/m/news/1113728387?lang=&edition=fundamental","pubTime":"2023-03-29 15:04","market":"us","language":"en","title":"I Was Wrong On Apple: A Bear Turns Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1113728387","media":"Seekingalpha","summary":"SummaryI previously ignored the stock due to the low growth rates, but I was missing the bigger pict","content":"<html><head></head><body><h3>Summary</h3><ul><li><p>I previously ignored the stock due to the low growth rates, but I was missing the bigger picture.</p></li><li><p>Apple continues to take market share and can continually reinvest in adding new products and services to its ecosystem.</p></li><li><p>The company has maintained resilient fundamentals in spite of tough macro conditions.</p></li><li><p>The stock is reasonably valued at 26x forward earnings.</p></li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> is a stock which I have not been bullish on since 2018. In the years since then, the valuation had consistently puzzled me - how could the stock trade at such rich multiples relative to mega-cap peers in spite of slower growth? That question continued to keep me on the sidelines even as the stock soared - until now. In this article I explain what changed in my thinking including my long-term thesis for the stock. This isn’t about supercycles - this is about super-moats. At 26x forward earnings, AAPL remains highly buyable for long term investors.</p><h3>AAPL Stock Price</h3><p>AAPL stock has been such a strong performer since the pandemic and over the past few years that you’d think it’d be down more amidst the weakness in the tech sector. Yet in the grand scheme of things, AAPL still trades close to all-time highs.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d274d2b6e066f522634116454d282127\" tg-width=\"560\" tg-height=\"240\"/></p><p>I last covered AAPL in January where I explained my reservations about their decision to repurchase shares even as tech stocks crashed. The stock has since delivered double-digit returns since then - but remains highly buyable at present levels.</p><h3>AAPL Stock Key Metrics</h3><p>In its most recent quarter, net sales declined 5.4% but that number was negatively impacted by 800 basis points due to currency fluctuations. On the conference call, management also noted that they experienced iPhone 14 supply issues due to COVID-19 in the quarter and that production “is now back where we want it to be.”</p><p>Given the size of this company and macro backdrop, these should be considered strong results.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce5c6569ee26042b60f1c5363b1ebb5c\" alt=\"net sales\" title=\"net sales\" tg-width=\"743\" tg-height=\"168\"/><span>net sales</span></p><p>That decline in revenue as well as the fact that AAPL hasn’t joined tech peers in doing layoffs led net income to decline 13.3% to $30 billion.</p><p>On a segment by segment basis, iPad sales were a bright spot, growing 30% to $9.4 billion. That outperformance was largely driven due to the company having experienced supply constraints in the prior year’s quarter. Due to the aforementioned supply issues, iPhone revenue came in down 8% YOY (or roughly flat constant currency).</p><p>Services revenues grew by only 6.7% in the quarter, reflecting the same macro headwinds faced by other tech companies.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/013b4dac18d9b384692f81643a45b8b2\" alt=\"sales by category\" title=\"sales by category\" tg-width=\"719\" tg-height=\"147\"/><span>sales by category</span></p><p>AAPL ended the quarter with $165 billion in cash versus $111 billion in debt and management continues to target a leverage-neutral position. The magnitude of the net cash position has dwindled over the past several years but is arguably not so important in the long term thesis.</p><p>The company repurchased $19.5 billion of stock in the quarter and I expect share repurchases to continue even under current market conditions.</p><p>Looking ahead, AAPL expects the following quarter to see similar YOY sales growth - implying around 5% declines in revenue (assuming 5% of negative foreign exchange impact). Services is expected to continue facing macro headwinds in digital advertising and mobile gaming but still grow nonetheless. With the iPhone supply issues behind them, management expects iPhone sales to be a bright spot in the quarter. Mac and iPad sales are expected to show weakness mainly due to tough comps.</p><p>Is AAPL Stock A Buy, Sell, or Hold?</p><p>At recent prices, AAPL was trading at around 26x forward earnings. For a name expected to grow at a mid to high single-digit clip moving forward, such a multiple does not look obviously cheap, especially when faster-growing peers like Meta (META) or Alphabet (GOOGL) are trading around 20x earnings or lower.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e8697673a26c966b214994fa168ca75\" alt=\"consensus estimates\" title=\"consensus estimates\" tg-width=\"0\" tg-height=\"0\"/><span>consensus estimates</span></p><p>What I previously failed to appreciate was the strength and optionality in AAPL’s business model, and how that impacts valuation multiples. Sure, AAPL is not growing that rapidly right now. But the company has been steadily taking smartphone market share in the United States over the past decade and that makes you wonder: what comes next? I can see AAPL investing aggressively in new and existing services like search, maps, video streaming and more with great success. The company is clearly taking its time in rolling out such features, if ever, and in the meantime the stock is generating enough profits from selling products that it trades at 26x earnings. It may be hard to imagine a world in which Google is not the default search engine - but I wonder if iOS users will switch over based on convenience (it may be quicker to swipe down for Apple search than to open the mobile browser and search for Google first). That innovation, together with ongoing market share gains and further digital adoption may help the company sustain high-single-digit growth for the next decade if not longer. The key to this stock thesis is that the company’s potential for constant reinvestment in its ecosystem - and perhaps more importantly the perceived long term growth potential of that investment - should be enough to help support a consumer-staples kind of valuation multiple. The Vanguard Consumer Staples ETF (VDC) recently traded at an average 24x P/E ratio. Compared against this benchmark, AAPL offers a stronger balance sheet (many consumer staples companies retain net leverage) and stronger growth rates. I can see AAPL eventually earning a more premium multiple than current levels, perhaps even to as high as 35x earnings.</p><p>What are key risks? Given that this thesis in part is based on AAPL being deserving of multiple expansion as a consumer staples stock, there is the risk that consumer staples valuations come down. There is also the risk that if AAPL begins to make progress on the long term thesis discussed above that the company may draw greater regulatory scrutiny, which may cause it to face similar valuation overhangs as GOOGL or META. There is the risk that consumers begin to prefer cheaper Android products and the company eventually needs to sacrifice on margin to maintain market share. While AAPL is not trading at “dirt cheap” valuations, the stock offers a sturdy anchor-type of position that can deliver solid returns as hopes for multiple expansion play out.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>I Was Wrong On Apple: A Bear Turns Bullish</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\">\nI Was Wrong On Apple: A Bear Turns Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 15:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4590722-i-was-wrong-on-apple-a-bear-turns-bullish><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI previously ignored the stock due to the low growth rates, but I was missing the bigger picture.Apple continues to take market share and can continually reinvest in adding new products and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4590722-i-was-wrong-on-apple-a-bear-turns-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4590722-i-was-wrong-on-apple-a-bear-turns-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1113728387","content_text":"SummaryI previously ignored the stock due to the low growth rates, but I was missing the bigger picture.Apple continues to take market share and can continually reinvest in adding new products and services to its ecosystem.The company has maintained resilient fundamentals in spite of tough macro conditions.The stock is reasonably valued at 26x forward earnings.Apple is a stock which I have not been bullish on since 2018. In the years since then, the valuation had consistently puzzled me - how could the stock trade at such rich multiples relative to mega-cap peers in spite of slower growth? That question continued to keep me on the sidelines even as the stock soared - until now. In this article I explain what changed in my thinking including my long-term thesis for the stock. This isn’t about supercycles - this is about super-moats. At 26x forward earnings, AAPL remains highly buyable for long term investors.AAPL Stock PriceAAPL stock has been such a strong performer since the pandemic and over the past few years that you’d think it’d be down more amidst the weakness in the tech sector. Yet in the grand scheme of things, AAPL still trades close to all-time highs.I last covered AAPL in January where I explained my reservations about their decision to repurchase shares even as tech stocks crashed. The stock has since delivered double-digit returns since then - but remains highly buyable at present levels.AAPL Stock Key MetricsIn its most recent quarter, net sales declined 5.4% but that number was negatively impacted by 800 basis points due to currency fluctuations. On the conference call, management also noted that they experienced iPhone 14 supply issues due to COVID-19 in the quarter and that production “is now back where we want it to be.”Given the size of this company and macro backdrop, these should be considered strong results.net salesThat decline in revenue as well as the fact that AAPL hasn’t joined tech peers in doing layoffs led net income to decline 13.3% to $30 billion.On a segment by segment basis, iPad sales were a bright spot, growing 30% to $9.4 billion. That outperformance was largely driven due to the company having experienced supply constraints in the prior year’s quarter. Due to the aforementioned supply issues, iPhone revenue came in down 8% YOY (or roughly flat constant currency).Services revenues grew by only 6.7% in the quarter, reflecting the same macro headwinds faced by other tech companies.sales by categoryAAPL ended the quarter with $165 billion in cash versus $111 billion in debt and management continues to target a leverage-neutral position. The magnitude of the net cash position has dwindled over the past several years but is arguably not so important in the long term thesis.The company repurchased $19.5 billion of stock in the quarter and I expect share repurchases to continue even under current market conditions.Looking ahead, AAPL expects the following quarter to see similar YOY sales growth - implying around 5% declines in revenue (assuming 5% of negative foreign exchange impact). Services is expected to continue facing macro headwinds in digital advertising and mobile gaming but still grow nonetheless. With the iPhone supply issues behind them, management expects iPhone sales to be a bright spot in the quarter. Mac and iPad sales are expected to show weakness mainly due to tough comps.Is AAPL Stock A Buy, Sell, or Hold?At recent prices, AAPL was trading at around 26x forward earnings. For a name expected to grow at a mid to high single-digit clip moving forward, such a multiple does not look obviously cheap, especially when faster-growing peers like Meta (META) or Alphabet (GOOGL) are trading around 20x earnings or lower.consensus estimatesWhat I previously failed to appreciate was the strength and optionality in AAPL’s business model, and how that impacts valuation multiples. Sure, AAPL is not growing that rapidly right now. But the company has been steadily taking smartphone market share in the United States over the past decade and that makes you wonder: what comes next? I can see AAPL investing aggressively in new and existing services like search, maps, video streaming and more with great success. The company is clearly taking its time in rolling out such features, if ever, and in the meantime the stock is generating enough profits from selling products that it trades at 26x earnings. It may be hard to imagine a world in which Google is not the default search engine - but I wonder if iOS users will switch over based on convenience (it may be quicker to swipe down for Apple search than to open the mobile browser and search for Google first). That innovation, together with ongoing market share gains and further digital adoption may help the company sustain high-single-digit growth for the next decade if not longer. The key to this stock thesis is that the company’s potential for constant reinvestment in its ecosystem - and perhaps more importantly the perceived long term growth potential of that investment - should be enough to help support a consumer-staples kind of valuation multiple. The Vanguard Consumer Staples ETF (VDC) recently traded at an average 24x P/E ratio. Compared against this benchmark, AAPL offers a stronger balance sheet (many consumer staples companies retain net leverage) and stronger growth rates. I can see AAPL eventually earning a more premium multiple than current levels, perhaps even to as high as 35x earnings.What are key risks? Given that this thesis in part is based on AAPL being deserving of multiple expansion as a consumer staples stock, there is the risk that consumer staples valuations come down. There is also the risk that if AAPL begins to make progress on the long term thesis discussed above that the company may draw greater regulatory scrutiny, which may cause it to face similar valuation overhangs as GOOGL or META. There is the risk that consumers begin to prefer cheaper Android products and the company eventually needs to sacrifice on margin to maintain market share. While AAPL is not trading at “dirt cheap” valuations, the stock offers a sturdy anchor-type of position that can deliver solid returns as hopes for multiple expansion play out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923790449,"gmtCreate":1670902265681,"gmtModify":1676538457395,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923790449","repostId":"1132120188","repostType":2,"repost":{"id":"1132120188","pubTimestamp":1670899817,"share":"https://ttm.financial/m/news/1132120188?lang=&edition=fundamental","pubTime":"2022-12-13 10:50","market":"us","language":"en","title":"Tesla Stock Ends at Fresh Two-Year Low, Bucking Broader Market Trend","url":"https://stock-news.laohu8.com/highlight/detail?id=1132120188","media":"MarketWatch","summary":"Tesla stock has lost 53% this yearAn aerial view of Tesla’s factory in California in October. JUSTIN","content":"<html><head></head><body><p>Tesla stock has lost 53% this year</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/608f24068d568f7daf65ef07e4bfe50c\" tg-width=\"700\" tg-height=\"394\" width=\"100%\" height=\"auto\"/><span>An aerial view of Tesla’s factory in California in October. JUSTIN SULLIVAN/GETTY IMAGES</span></p><p>Tesla Inc. stock on Monday ended at a fresh two-year low, going against broader market strength and as December losses look poised to match November’s and October’s double-digit declines.</p><p>Tesla stock fell 6.3% to $167.82, its lowest settlement since Nov. 20, 2020, and a new 52-week low. Tesla shares have notched monthly losses of about 14% in December, which would follow 14% drops in October as well as November.</p><p>Investors remain concerned about Tesla’s production, particularly in China, even though the company has denied earlier reports that suggested production cuts in the world’s biggest auto market.</p><p>The EV maker launched its electric commercial truck on Dec. 1, but the Tesla Semi’s start of production failed to act as a catalyst for the stock, which has fallen five out of the seven most recent sessions.</p><p>Last week, one of the last remaining Tesla “bears” called attention to Tesla’s recent price cuts on vehicles sold in the U.S. and China, saying they pointed to a possible demand problem that could go into 2023 and cut down on the electric-vehicle maker’s margins.</p><p>Tesla stock has lost 53% so far this year, compared with losses of around 16% for the S&amp;P 500 index.</p><p>If the trend holds, 2022 would be Tesla shares’ worst yearly performance on record. The stock has fallen nearly 60% from its record close of $409.97 hit on Nov. 4, 2021, and is down 58% from its 52-week closing high of $399.93 on Jan. 3.</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>Tesla Stock Ends at Fresh Two-Year Low, Bucking Broader Market Trend</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Ends at Fresh Two-Year Low, Bucking Broader Market Trend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-13 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-stock-ends-at-fresh-two-year-low-bucking-broader-market-trend-11670884933?mod=home-page%E3%80%91><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock has lost 53% this yearAn aerial view of Tesla’s factory in California in October. JUSTIN SULLIVAN/GETTY IMAGESTesla Inc. stock on Monday ended at a fresh two-year low, going against ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-stock-ends-at-fresh-two-year-low-bucking-broader-market-trend-11670884933?mod=home-page%E3%80%91\">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.marketwatch.com/story/tesla-stock-ends-at-fresh-two-year-low-bucking-broader-market-trend-11670884933?mod=home-page%E3%80%91","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132120188","content_text":"Tesla stock has lost 53% this yearAn aerial view of Tesla’s factory in California in October. JUSTIN SULLIVAN/GETTY IMAGESTesla Inc. stock on Monday ended at a fresh two-year low, going against broader market strength and as December losses look poised to match November’s and October’s double-digit declines.Tesla stock fell 6.3% to $167.82, its lowest settlement since Nov. 20, 2020, and a new 52-week low. Tesla shares have notched monthly losses of about 14% in December, which would follow 14% drops in October as well as November.Investors remain concerned about Tesla’s production, particularly in China, even though the company has denied earlier reports that suggested production cuts in the world’s biggest auto market.The EV maker launched its electric commercial truck on Dec. 1, but the Tesla Semi’s start of production failed to act as a catalyst for the stock, which has fallen five out of the seven most recent sessions.Last week, one of the last remaining Tesla “bears” called attention to Tesla’s recent price cuts on vehicles sold in the U.S. and China, saying they pointed to a possible demand problem that could go into 2023 and cut down on the electric-vehicle maker’s margins.Tesla stock has lost 53% so far this year, compared with losses of around 16% for the S&P 500 index.If the trend holds, 2022 would be Tesla shares’ worst yearly performance on record. The stock has fallen nearly 60% from its record close of $409.97 hit on Nov. 4, 2021, and is down 58% from its 52-week closing high of $399.93 on Jan. 3.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920651165,"gmtCreate":1670485535957,"gmtModify":1676538378353,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920651165","repostId":"2289504594","repostType":2,"repost":{"id":"2289504594","pubTimestamp":1670476040,"share":"https://ttm.financial/m/news/2289504594?lang=&edition=fundamental","pubTime":"2022-12-08 13:07","market":"us","language":"en","title":"Palantir: Ripe For A Put Option","url":"https://stock-news.laohu8.com/highlight/detail?id=2289504594","media":"Seeking Alpha","summary":"SummaryOn the fundamental front, Palantir Technologies reported mixed Q3 results and uninspiring gui","content":"<html><head></head><body><h3>Summary</h3><ul><li>On the fundamental front, Palantir Technologies reported mixed Q3 results and uninspiring guidance.</li><li>On the trading front, the stock is under tremendous selling pressure and short interest surged to 7.02%, among the highest levels in 2 years.</li><li>Yet, in the options market, its implied volatility is relatively low.</li><li>The combination of an uncertain outlook, large selling pressures, and relatively low option premiums, presents a good setup for a long put option play.</li></ul><h2>Thesis</h2><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> reported mixed Q3 results and uninspiring guidance. I wrote an article back in November, entitled &#34;Why The Insiders Are Selling&#34;, to analyze the insider selling activities preceding the Q3 earnings. And the key thesis is that:</p><blockquote><i>The dominant selling volume occurred in a range from $7.5 to $8.5, effectively forming a ceiling for its stock prices in the near term. And after a Kelly bet size analysis, I have to conclude that the insiders&#39; sell decisions are the right call.</i></blockquote><p>In this article, I will switch the focus and look at the stock from the options market. And the main thesis is that the stock now offers a good setup for a put option play. And first, let me start with a recap of its Q3 results and the uncertainties I see ahead. Its Q3 revenue came in at $477.88M, translating into an annual growth rate of 21.9% YOY and beating consensus estimates slightly by $2.92M, while it is still struggling with its bottom line. Its Q3 Non-GAAP EPS dialed in at $0.01 and missed consensus estimates by $0.01.</p><p>What is more concerning is the cloudy outlook. Its Q3 earnings report (&#34;ER&#34;) cited several headwinds, which are very likely to persist over the next few quarters the way I see things. For example, it now expects Q4 sales in a range of $503M and $505M, below consensus estimates of $505.9M. With this adjusted guidance, it is also likely that PLTR would miss its 30% annual revenue growth target this year. At a more fundamental level, I also see strong headwinds coming from intensified competition in the years ahead from other enterprise software stalwarts, defense contractors, and/or even in-house development teams from its own customers. The dimmed view of its outlook and large uncertainties are vividly displayed in the earnings estimates for the next few quarters on the following chart.</p><p></p><p><img src=\"https://static.tigerbbs.com/d1a55aa00e7dc60b70442db5513d75ed\" tg-width=\"640\" tg-height=\"220\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: www.marketbeat.com</p><p>The market response to this cloudy outlook was quite brutal. Its stock price plunged nearly 12% under tremendous selling pressure shortly after the ER. The stock has been trading in the $7 to $8 range since then. Currently, the short interest hovers around 7.02%, among the highest level since Q2 2021 as you can see from the following MarketBeat data. To wit, its current short volume sits at 121.49 million shares, translating into 7.02% of the float size (1,730 million shares). Compared to the short volume in the previous month (119.57 million shares), the short interest rose by 1.61% MOM. In addition to the above uncertainties in the business fundamentals and also the selling pressure, the stock is also trading at quite an expensive valuation (more on this later). As such, I have a pretty bearish view on the stock.</p><p>In case you share the same bearish view, the remainder of this article will argue that the current conditions present a good setup for a put option play to express this view. Next, you will see that despite the very uncertain outlook and large selling pressures, its option premiums are quite low, providing a skewed risk/return profile.<img src=\"https://static.tigerbbs.com/82417142cfe60d0cf10a5774001d344f\" tg-width=\"640\" tg-height=\"141\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: www.marketbeat.com<img src=\"https://static.tigerbbs.com/29441fbdd86ea3135e9d0035a9b931b0\" tg-width=\"640\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: www.marketbeat.com</p><h2>PLTR&#39;s put option</h2><p>The options market is pricing its implied volatility (&#34;IV&#34;) around 62% to 65% as you can see from the following chart for near-the-money put options expiring on Feb 17, 2023. I picked this particular expiry date because PLTR is scheduled to report its Q4 ER around Feb. 15, 2023. Given the uncertainties analyzed above and the actual volatilities the stock has demonstrated over its recent ERs, I expect large price movements during its Q4 ER as well.<img src=\"https://static.tigerbbs.com/ac7402a0f5c110a05a17131352091c01\" tg-width=\"640\" tg-height=\"212\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: oic.ivolatility.com</p><p>Yet, as you can see from the next chart, its current IV (again, in the range of around 62% to 65%) is towards the lower end of its historical records. Its IV has stayed above 75% for most of the time during the past year and I see its future more, not less, uncertain now. As a matter of fact, its current IV is even below its historical IV (the orange line).</p><p><img src=\"https://static.tigerbbs.com/ea4987bb3999b2929eff7613a045c99f\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: IVolatility.com</p><h2>Skewed risk/return profile</h2><p>Due to the relatively low IV, the option premiums are quite low, providing a skewed risk/return profile.</p><p>Let&#39;s first analyze the risk side. Take the put option with the $8 strike price as an example. The bid/ask mean price is at $0.76 as of this writing. Note that I am quoting all these numbers on a per-share basis and will do the same for the rest of this article. If you hold the option to its expiration and PLTR&#39;s price closes above $8 on the expiry date, then the option expires worthless and you lose the $0.76 premium, which is the most you can lose.</p><p>Now let&#39;s analyze the potential returns. As mentioned above, due to the combination of a very uncertain outlook, large selling pressures, and extreme historical volatility (especially shortly after the ER), I anticipate large downward movements in its stock prices. On top of all these issues, the stock is already trading at an expensive valuation as you can see from the following chart. Its current P/E (170x) probably is meaningless given the negligible EPS currently (recall it is $0.01 for this quarter). Even when we look forward to two or three years (i.e., in 2023 and 2024), you can see that its P/Es are still in an extremely lofty range of 34x to 46x. And keep in mind that these P/E are quoted based on the midpoint of their EPS forecasts, while the variance among the forecasts is huge as seen. The variance between the high and low end of the estimate is 200% for 2022, more than 500% for 2023, and more than 700% for 2024.</p><p>With these above factors, I won&#39;t be surprised if the stock price drops to the $6 range. Actually, even at a price of $6, the P/E is still in the unsustainable range in my view (150x to 200x if the EPS fall on the lower end of the forecasts). And if the price does fall to $6, the put option would be worth $2 (the intrinsic value) plus whatever the time value is left in the option, leading to a reward/risk ratio of at least 263% ($2/$0.76 of premium).</p><p><img src=\"https://static.tigerbbs.com/dbd608c6bb43a65b5de4facb8218659e\" tg-width=\"640\" tg-height=\"170\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Author based on Seeking Alpha data</p><h2>Risks and final thoughts</h2><p>Since the thesis is a bearish thesis with a long put option play, I want to mention both the fundamental upside risks and also the risks associated with options (primarily for investors new to options). The company depends heavily on government contracts, but it has been taking initiatives to widen its customer base. These initiatives could lead to a large private sector customer unexpectedly and trigger a large upward price movement. It also has substantial margin expansion opportunities on multiple fronts, including reductions of its deployment costs and offering commercially available solutions to prospects. Lastly, the use of options could lead to a total loss of capital. As aforementioned, if you long the put option with the $8 strike price and hold the option to its expiration, you could lose the $0.76 premium entirely if its price closes above $8 on the expiry date.</p><p>To recap, PLTR is facing an uncertain outlook and large selling pressure ahead. I anticipate many of these headwinds persisting into the next few quarters and the impacts reflected in its Q4 ER, causing large downward price movements. The company depends heavily on government contracts, which adds another source of uncertainties due to unexpected policy changes, budget priority changes, and also just general macroscopic economic slowdowns. Yet, the options market currently demands a relatively low premium (with an IV in the range of 62% to 65%). Such a combination of high earnings uncertainty, large selling pressures, and relatively low IV presents a good setup for a put option play with a very skewed return/risk profile.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Ripe For A Put Option</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Ripe For A Put Option\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 13:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562969-palantir-ripe-for-put-option><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOn the fundamental front, Palantir Technologies reported mixed Q3 results and uninspiring guidance.On the trading front, the stock is under tremendous selling pressure and short interest surged...</p>\n\n<a href=\"https://seekingalpha.com/article/4562969-palantir-ripe-for-put-option\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4562969-palantir-ripe-for-put-option","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2289504594","content_text":"SummaryOn the fundamental front, Palantir Technologies reported mixed Q3 results and uninspiring guidance.On the trading front, the stock is under tremendous selling pressure and short interest surged to 7.02%, among the highest levels in 2 years.Yet, in the options market, its implied volatility is relatively low.The combination of an uncertain outlook, large selling pressures, and relatively low option premiums, presents a good setup for a long put option play.ThesisPalantir Technologies reported mixed Q3 results and uninspiring guidance. I wrote an article back in November, entitled \"Why The Insiders Are Selling\", to analyze the insider selling activities preceding the Q3 earnings. And the key thesis is that:The dominant selling volume occurred in a range from $7.5 to $8.5, effectively forming a ceiling for its stock prices in the near term. And after a Kelly bet size analysis, I have to conclude that the insiders' sell decisions are the right call.In this article, I will switch the focus and look at the stock from the options market. And the main thesis is that the stock now offers a good setup for a put option play. And first, let me start with a recap of its Q3 results and the uncertainties I see ahead. Its Q3 revenue came in at $477.88M, translating into an annual growth rate of 21.9% YOY and beating consensus estimates slightly by $2.92M, while it is still struggling with its bottom line. Its Q3 Non-GAAP EPS dialed in at $0.01 and missed consensus estimates by $0.01.What is more concerning is the cloudy outlook. Its Q3 earnings report (\"ER\") cited several headwinds, which are very likely to persist over the next few quarters the way I see things. For example, it now expects Q4 sales in a range of $503M and $505M, below consensus estimates of $505.9M. With this adjusted guidance, it is also likely that PLTR would miss its 30% annual revenue growth target this year. At a more fundamental level, I also see strong headwinds coming from intensified competition in the years ahead from other enterprise software stalwarts, defense contractors, and/or even in-house development teams from its own customers. The dimmed view of its outlook and large uncertainties are vividly displayed in the earnings estimates for the next few quarters on the following chart.Source: www.marketbeat.comThe market response to this cloudy outlook was quite brutal. Its stock price plunged nearly 12% under tremendous selling pressure shortly after the ER. The stock has been trading in the $7 to $8 range since then. Currently, the short interest hovers around 7.02%, among the highest level since Q2 2021 as you can see from the following MarketBeat data. To wit, its current short volume sits at 121.49 million shares, translating into 7.02% of the float size (1,730 million shares). Compared to the short volume in the previous month (119.57 million shares), the short interest rose by 1.61% MOM. In addition to the above uncertainties in the business fundamentals and also the selling pressure, the stock is also trading at quite an expensive valuation (more on this later). As such, I have a pretty bearish view on the stock.In case you share the same bearish view, the remainder of this article will argue that the current conditions present a good setup for a put option play to express this view. Next, you will see that despite the very uncertain outlook and large selling pressures, its option premiums are quite low, providing a skewed risk/return profile.Source: www.marketbeat.comSource: www.marketbeat.comPLTR's put optionThe options market is pricing its implied volatility (\"IV\") around 62% to 65% as you can see from the following chart for near-the-money put options expiring on Feb 17, 2023. I picked this particular expiry date because PLTR is scheduled to report its Q4 ER around Feb. 15, 2023. Given the uncertainties analyzed above and the actual volatilities the stock has demonstrated over its recent ERs, I expect large price movements during its Q4 ER as well.Source: oic.ivolatility.comYet, as you can see from the next chart, its current IV (again, in the range of around 62% to 65%) is towards the lower end of its historical records. Its IV has stayed above 75% for most of the time during the past year and I see its future more, not less, uncertain now. As a matter of fact, its current IV is even below its historical IV (the orange line).Source: IVolatility.comSkewed risk/return profileDue to the relatively low IV, the option premiums are quite low, providing a skewed risk/return profile.Let's first analyze the risk side. Take the put option with the $8 strike price as an example. The bid/ask mean price is at $0.76 as of this writing. Note that I am quoting all these numbers on a per-share basis and will do the same for the rest of this article. If you hold the option to its expiration and PLTR's price closes above $8 on the expiry date, then the option expires worthless and you lose the $0.76 premium, which is the most you can lose.Now let's analyze the potential returns. As mentioned above, due to the combination of a very uncertain outlook, large selling pressures, and extreme historical volatility (especially shortly after the ER), I anticipate large downward movements in its stock prices. On top of all these issues, the stock is already trading at an expensive valuation as you can see from the following chart. Its current P/E (170x) probably is meaningless given the negligible EPS currently (recall it is $0.01 for this quarter). Even when we look forward to two or three years (i.e., in 2023 and 2024), you can see that its P/Es are still in an extremely lofty range of 34x to 46x. And keep in mind that these P/E are quoted based on the midpoint of their EPS forecasts, while the variance among the forecasts is huge as seen. The variance between the high and low end of the estimate is 200% for 2022, more than 500% for 2023, and more than 700% for 2024.With these above factors, I won't be surprised if the stock price drops to the $6 range. Actually, even at a price of $6, the P/E is still in the unsustainable range in my view (150x to 200x if the EPS fall on the lower end of the forecasts). And if the price does fall to $6, the put option would be worth $2 (the intrinsic value) plus whatever the time value is left in the option, leading to a reward/risk ratio of at least 263% ($2/$0.76 of premium).Source: Author based on Seeking Alpha dataRisks and final thoughtsSince the thesis is a bearish thesis with a long put option play, I want to mention both the fundamental upside risks and also the risks associated with options (primarily for investors new to options). The company depends heavily on government contracts, but it has been taking initiatives to widen its customer base. These initiatives could lead to a large private sector customer unexpectedly and trigger a large upward price movement. It also has substantial margin expansion opportunities on multiple fronts, including reductions of its deployment costs and offering commercially available solutions to prospects. Lastly, the use of options could lead to a total loss of capital. As aforementioned, if you long the put option with the $8 strike price and hold the option to its expiration, you could lose the $0.76 premium entirely if its price closes above $8 on the expiry date.To recap, PLTR is facing an uncertain outlook and large selling pressure ahead. I anticipate many of these headwinds persisting into the next few quarters and the impacts reflected in its Q4 ER, causing large downward price movements. The company depends heavily on government contracts, which adds another source of uncertainties due to unexpected policy changes, budget priority changes, and also just general macroscopic economic slowdowns. Yet, the options market currently demands a relatively low premium (with an IV in the range of 62% to 65%). Such a combination of high earnings uncertainty, large selling pressures, and relatively low IV presents a good setup for a put option play with a very skewed return/risk profile.","news_type":1},"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920968063,"gmtCreate":1670420723652,"gmtModify":1676538364196,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Amazon.com(AMZN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920968063","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920003895,"gmtCreate":1670385395417,"gmtModify":1676538358079,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Ok good","listText":"Ok good","text":"Ok good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920003895","repostId":"2289102464","repostType":2,"repost":{"id":"2289102464","pubTimestamp":1670383668,"share":"https://ttm.financial/m/news/2289102464?lang=&edition=fundamental","pubTime":"2022-12-07 11:27","market":"us","language":"en","title":"Apple: Why Buybacks Won't Stop Once It Reaches Cash Neutrality","url":"https://stock-news.laohu8.com/highlight/detail?id=2289102464","media":"Seeking Alpha","summary":"SummaryApple wants to become cash neutral.To do so, it is returning excess cash through buybacks and","content":"<html><head></head><body><p>Summary</p><ul><li>Apple wants to become cash neutral.</li><li>To do so, it is returning excess cash through buybacks and dividends.</li><li>In this article, we will understand what will happen to shareholder returns once the goal is achieved.</li></ul><h2>Introduction</h2><p>One of the issues <a href=\"https://laohu8.com/S/AAPL\">Apple</a> has to face may actually seem a non-existent one: the company has long had more cash, after funding its operations and its investments, than it knows what to do with. What kind of problem is this, one may ask? Well, by sitting on idle mass of liquidity that isn&#39;t used is actually a cost both in terms of management and in terms of loss of purchasing power due to inflation. In addition, Apple had most of its cash outside the U.S. in its foreign subsidiaries and it kept it there in order to avoid repatriation taxes. When the tax reform was approved with the 15.5% repatriation tax rate, Apple started to repatriate $250 billion. This was reported in early 2018. Soon thereafter, Apple disclosed that it would become a cash neutral company.</p><p>In this article, I would like to go over the idea of cash neutrality for those who haven&#39;t yet heard of it and I would like to link this strategy to see how, once it is achieved, it will impact the company&#39;s huge buybacks.</p><h2>What is cash neutrality?</h2><p>During the Q1 2018 earnings call, Luca Maestri, Apple&#39;s CFO, first announced that the company was targeting cash neutrality. These are his words:</p><blockquote>Tax reform will allow us to pursue a more optimal capital structure for our company. Our current net cash position is $163 billion. And given the increased financial and operational flexibility from the access to our foreign cash, we are targeting to become approximately net cash neutral over time. We will provide an update to our specific capital allocation plans when we report results for our second fiscal quarter, consistent with the timing of updates that we have provided in the past.</blockquote><p>Though the idea is very simple, not everyone participating in the earnings call seemed to understand it well and this led Tim Cook to a further explanation:</p><blockquote>What Luca is saying is not cash equals zero. He&#39;s saying there&#39;s an equal amount cash and debt, and that they balance to zero. Just for clarity.</blockquote><p>Now it is clear: cash neutrality means that the net debt position is equal to zero, where cash and debt balance each other. If a company has excess cash, it can reach cash neutrality in two ways: it either lowers its available cash or it raises debt.</p><p>Of course, Apple saw the tax reform as a big opportunity that gave new flexibility thanks to the access to the foreign cash. Before the reform, in fact, Apple used to raise debt to have more available cash in the U.S. as the majority of the cash was overseas. At the beginning of 2018, Apple had $285 billion of cash and $122 billion of debt for a net cash position of $163 billion. Since then the company has been able to deploy this capital. Luca Maestri explained how the company would be in no rush to use all this new available cash at one:</p><blockquote>We will do that overtime, because the amount is very large. As I said earlier, we will be discussing capital allocation plans when we review our March quarter results. And when you look at our track record of what we’ve done over the last several years, you’ve seen that effectively we were returning to our investors essentially about 100% of our free cash flow. And so that is the approach that we’re going to be taking. We’re going to be very thoughtful and deliberate about it. Obviously, we want to make the right decisions in the best interest of our long-term shareholders.</blockquote><p>However, one thing was clear: excess cash will be returned to the shareholders. It is actually what we learn in business school: only cash that can&#39;t be deployed at a high rate of return should be returned to the shareholders in order to make them decide how to deploy it.</p><p>In the following earnings call for Q2 2018, Luca Maestri addressed once again what Apple was thinking about its use of capital:</p><blockquote>The biggest priorities for our cash have not changed over the years. We want to maintain the cash we need to fund our day-to-day operations, to invest in our future, and to provide flexibility so that we can respond effectively to the strategic opportunities we encounter along the way. As we said 90 days ago, the new tax legislation enacted in December gives us increased financial and operational flexibility from the access to our global cash. It allows us to invest for growth in the United States more efficiently and it also provides us the opportunity to work towards a more optimal capital structure. As we said in February, our goal is to become approximately net cash neutral over time.</blockquote><p>In this way, he made it clear that Apple will keep for itself all the cash it needs not only to operate but also to invest and keep on growing. Let&#39;s put it in another way: Apple will fund its operations with its own cash, without using a lot of debt. From these words it is now clearer that Apple will reach cash neutrality mostly by lowering its cash rather than increasing its debt.</p><p>The company could actually raise more debt without many problems because it could simultaneously make some investments that could return an interest income able to completely offset debt interest. However, this doesn&#39;t seem the way Apple wants to take.</p><p>So, how has Apple used its excess cash in these years? The answer is quite simple: share repurchases have been the preferred use of cash, followed by the dividend. In the graph below I wanted to show this starting from 2017, the year before Apple announced its strategy.</p><p></p><p><img src=\"https://static.tigerbbs.com/162d9275fec30efad34d606d47c71977\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, with data from Seeking Alpha</p><p></p><p>As we can see, Apple more than doubles its share repurchases moving up from $34.77 billion in 2017 to $75.27 billion in 2018. Since then, the company has spent $409 billion just to repurchase its outstanding shares. This has allowed the company to be rather flat in the amount of dividends it is paying. As we can see, in 2018 the company spent $13.71 billion, in 2019 it spent $14.12 billion and in the past year it was just at $14.84. However, Apple&#39;s five-year dividend growth rate is above 8% and this is thanks to the massive share repurchases the company has done.</p><h2>Concerns</h2><p>Some investors are concerned that once Apple will have achieved cash neutrality, its share repurchase program will end or will significantly decrease, causing downward pressure on the stock. However, who fears this forgets that Apple generates an in-pouring flow of free cash flow that is actually growing at a very fast pace actually doubling in the past five years ($41 billion in 2017, $92 billion in 2022).</p><h2>When Apple reaches cash neutrality, it will have to increase buybacks once again</h2><p>I ran a simulation which assumes that in the next five years, Apple will grow its free cash flow by 10% and will increase its share repurchases by 7.7% annually. In the meantime, it will increase its dividend growth by 5% and will increase its debt by 4%. Based on these assumptions, Apple should reach a positive net debt position between 2025 and 2026. However, take a look at what happens in 2027. I also assumed that shares will appreciate 10% annually in order to estimate how many outstanding shares the company will be able to repurchase through its buybacks.</p><p></p><p><img src=\"https://static.tigerbbs.com/72d3d6504d2e65f45c253aa30ddf8352\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>Let&#39;s use a graph instead a table. We see that at this pace, Apple will reach cash neutrality in 2025 but in just two years it will be heading back to where it came from: excess cash.</p><p></p><p><img src=\"https://static.tigerbbs.com/6266070eb486ebc7b4588c796ff9df72\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author forecast</p><p>So, what will the company have to do in order to keep its cash neutral position? According to its culture, it will have to increase once again share repurchases and its dividends.</p><p>The reason is simple: Apple&#39;s free cash flow is massive and it can really grow by 10% a year. This will keep on creating a massive amount of liquidity that Apple has to return to its shareholders, which will happily receive it.</p><p>Of course, these are estimates based on many assumptions. But I think the trajectory is quite clear and foreseeable.</p><p>This is why I am not worried, but I am actually pleased by the endeavor Apple has undertaken to reach cash neutrality. It is, in my opinion, another sign of how highly efficient this company is, making it a true cornerstone of my portfolio.</p><h2>Conclusion</h2><p>This article ideally follows another one I recently published to show how Apple is managing its balance sheet with carefulness and attention, making it more efficient than other big tech companies such as Google (GOOG) (GOOGL). For those interested in reading why I started looking at Apple&#39;s buyback, I suggest reading this article &#34;The Issue That Google Has And Apple Doesn&#39;t&#34;. I think it is very helpful for investors to understand whether or not they are holding a well-managed company because a strong balance sheet is a fortress against any downturns.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Why Buybacks Won't Stop Once It Reaches Cash Neutrality</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Why Buybacks Won't Stop Once It Reaches Cash Neutrality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562819-apple-why-buybacks-wont-stop-once-cash-neutral><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple wants to become cash neutral.To do so, it is returning excess cash through buybacks and dividends.In this article, we will understand what will happen to shareholder returns once the goal...</p>\n\n<a href=\"https://seekingalpha.com/article/4562819-apple-why-buybacks-wont-stop-once-cash-neutral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4562819-apple-why-buybacks-wont-stop-once-cash-neutral","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2289102464","content_text":"SummaryApple wants to become cash neutral.To do so, it is returning excess cash through buybacks and dividends.In this article, we will understand what will happen to shareholder returns once the goal is achieved.IntroductionOne of the issues Apple has to face may actually seem a non-existent one: the company has long had more cash, after funding its operations and its investments, than it knows what to do with. What kind of problem is this, one may ask? Well, by sitting on idle mass of liquidity that isn't used is actually a cost both in terms of management and in terms of loss of purchasing power due to inflation. In addition, Apple had most of its cash outside the U.S. in its foreign subsidiaries and it kept it there in order to avoid repatriation taxes. When the tax reform was approved with the 15.5% repatriation tax rate, Apple started to repatriate $250 billion. This was reported in early 2018. Soon thereafter, Apple disclosed that it would become a cash neutral company.In this article, I would like to go over the idea of cash neutrality for those who haven't yet heard of it and I would like to link this strategy to see how, once it is achieved, it will impact the company's huge buybacks.What is cash neutrality?During the Q1 2018 earnings call, Luca Maestri, Apple's CFO, first announced that the company was targeting cash neutrality. These are his words:Tax reform will allow us to pursue a more optimal capital structure for our company. Our current net cash position is $163 billion. And given the increased financial and operational flexibility from the access to our foreign cash, we are targeting to become approximately net cash neutral over time. We will provide an update to our specific capital allocation plans when we report results for our second fiscal quarter, consistent with the timing of updates that we have provided in the past.Though the idea is very simple, not everyone participating in the earnings call seemed to understand it well and this led Tim Cook to a further explanation:What Luca is saying is not cash equals zero. He's saying there's an equal amount cash and debt, and that they balance to zero. Just for clarity.Now it is clear: cash neutrality means that the net debt position is equal to zero, where cash and debt balance each other. If a company has excess cash, it can reach cash neutrality in two ways: it either lowers its available cash or it raises debt.Of course, Apple saw the tax reform as a big opportunity that gave new flexibility thanks to the access to the foreign cash. Before the reform, in fact, Apple used to raise debt to have more available cash in the U.S. as the majority of the cash was overseas. At the beginning of 2018, Apple had $285 billion of cash and $122 billion of debt for a net cash position of $163 billion. Since then the company has been able to deploy this capital. Luca Maestri explained how the company would be in no rush to use all this new available cash at one:We will do that overtime, because the amount is very large. As I said earlier, we will be discussing capital allocation plans when we review our March quarter results. And when you look at our track record of what we’ve done over the last several years, you’ve seen that effectively we were returning to our investors essentially about 100% of our free cash flow. And so that is the approach that we’re going to be taking. We’re going to be very thoughtful and deliberate about it. Obviously, we want to make the right decisions in the best interest of our long-term shareholders.However, one thing was clear: excess cash will be returned to the shareholders. It is actually what we learn in business school: only cash that can't be deployed at a high rate of return should be returned to the shareholders in order to make them decide how to deploy it.In the following earnings call for Q2 2018, Luca Maestri addressed once again what Apple was thinking about its use of capital:The biggest priorities for our cash have not changed over the years. We want to maintain the cash we need to fund our day-to-day operations, to invest in our future, and to provide flexibility so that we can respond effectively to the strategic opportunities we encounter along the way. As we said 90 days ago, the new tax legislation enacted in December gives us increased financial and operational flexibility from the access to our global cash. It allows us to invest for growth in the United States more efficiently and it also provides us the opportunity to work towards a more optimal capital structure. As we said in February, our goal is to become approximately net cash neutral over time.In this way, he made it clear that Apple will keep for itself all the cash it needs not only to operate but also to invest and keep on growing. Let's put it in another way: Apple will fund its operations with its own cash, without using a lot of debt. From these words it is now clearer that Apple will reach cash neutrality mostly by lowering its cash rather than increasing its debt.The company could actually raise more debt without many problems because it could simultaneously make some investments that could return an interest income able to completely offset debt interest. However, this doesn't seem the way Apple wants to take.So, how has Apple used its excess cash in these years? The answer is quite simple: share repurchases have been the preferred use of cash, followed by the dividend. In the graph below I wanted to show this starting from 2017, the year before Apple announced its strategy.Author, with data from Seeking AlphaAs we can see, Apple more than doubles its share repurchases moving up from $34.77 billion in 2017 to $75.27 billion in 2018. Since then, the company has spent $409 billion just to repurchase its outstanding shares. This has allowed the company to be rather flat in the amount of dividends it is paying. As we can see, in 2018 the company spent $13.71 billion, in 2019 it spent $14.12 billion and in the past year it was just at $14.84. However, Apple's five-year dividend growth rate is above 8% and this is thanks to the massive share repurchases the company has done.ConcernsSome investors are concerned that once Apple will have achieved cash neutrality, its share repurchase program will end or will significantly decrease, causing downward pressure on the stock. However, who fears this forgets that Apple generates an in-pouring flow of free cash flow that is actually growing at a very fast pace actually doubling in the past five years ($41 billion in 2017, $92 billion in 2022).When Apple reaches cash neutrality, it will have to increase buybacks once againI ran a simulation which assumes that in the next five years, Apple will grow its free cash flow by 10% and will increase its share repurchases by 7.7% annually. In the meantime, it will increase its dividend growth by 5% and will increase its debt by 4%. Based on these assumptions, Apple should reach a positive net debt position between 2025 and 2026. However, take a look at what happens in 2027. I also assumed that shares will appreciate 10% annually in order to estimate how many outstanding shares the company will be able to repurchase through its buybacks.AuthorLet's use a graph instead a table. We see that at this pace, Apple will reach cash neutrality in 2025 but in just two years it will be heading back to where it came from: excess cash.Author forecastSo, what will the company have to do in order to keep its cash neutral position? According to its culture, it will have to increase once again share repurchases and its dividends.The reason is simple: Apple's free cash flow is massive and it can really grow by 10% a year. This will keep on creating a massive amount of liquidity that Apple has to return to its shareholders, which will happily receive it.Of course, these are estimates based on many assumptions. But I think the trajectory is quite clear and foreseeable.This is why I am not worried, but I am actually pleased by the endeavor Apple has undertaken to reach cash neutrality. It is, in my opinion, another sign of how highly efficient this company is, making it a true cornerstone of my portfolio.ConclusionThis article ideally follows another one I recently published to show how Apple is managing its balance sheet with carefulness and attention, making it more efficient than other big tech companies such as Google (GOOG) (GOOGL). For those interested in reading why I started looking at Apple's buyback, I suggest reading this article \"The Issue That Google Has And Apple Doesn't\". I think it is very helpful for investors to understand whether or not they are holding a well-managed company because a strong balance sheet is a fortress against any downturns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967637056,"gmtCreate":1670309745376,"gmtModify":1676538341922,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967637056","repostId":"2288012989","repostType":2,"repost":{"id":"2288012989","pubTimestamp":1670308931,"share":"https://ttm.financial/m/news/2288012989?lang=&edition=fundamental","pubTime":"2022-12-06 14:42","market":"us","language":"en","title":"Why Palantir Plunged 14.7% in November","url":"https://stock-news.laohu8.com/highlight/detail?id=2288012989","media":"Motley Fool","summary":"A soft earnings report and bankruptcy at one of its investees was enough to sink this software favorite.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of software platform <a href=\"https://laohu8.com/S/PLTR\">Palantir </a> fell 14.7% in November, according to data from S&amp;P Global Market Intelligence.</p><p>Palantir burst onto the public markets in 2020 as a tantalizing software play with products used by the CIA and Department of Defense, which Palantir is now expanding to commercial customers.</p><p>However, growth has decelerated this year, as its third-quarter earnings report showed. Additionally, Palantir made strategic investments in start-ups using its software at the height of the 2021 SPAC boom – and those bets are now souring in a big way.</p><h2>So what</h2><p>In the early part of the month, Palantir reported third-quarter earnings that disappointed the market. Even though revenue beat expectations slightly, Palantir missed on the bottom line, which has been a focus for investors amid rising interest rates. While it had been somewhat known that Palantir&#39;s government business was slowing this year as some pandemic tailwinds faded, the negative surprise in the third-quarter results was a total lack of growth among its international commercial customers.</p><p>The mere 22% overall revenue growth wasn&#39;t enough to satisfy skeptical investors, who are worried about both slowing post-pandemic growth and higher interest rates, which crimp the value of high-growth stocks with the bulk of their earnings far in the future. While Palantir does post adjusted profits, it&#39;s still actually very unprofitable, thanks to its high levels of stock-based compensation that totaled $435 million through the first three quarters of 2022 alone.</p><p>Later in the month, another negative was brought to light by William Blair analyst Kamil Mielczarek. In a Nov. 14 analyst note, Mielczarek highlighted that one of Palantir&#39;s investees, <b>Fast Radius</b> (OTC:FSRD), had filed for bankruptcy. Palantir had provided PIPE (private investment in a public entity) financing in Fast Radius&#39; SPAC back in 2021 at the height of the SPAC bubble, in exchange for a long-term software contract.</p><p>Palantir has invested in 20 other such public companies, which Mielczarek now estimates are down 82% on average from Palantir&#39;s purchase price. Not only have these investments hurt Palantir&#39;s own financials, but if these companies go bankrupt, their subscription revenue to Palantir will go away as well.</p><h2>Now what</h2><p>Palantir remains an incredibly interesting and controversial company. On the one hand, its software is essential for U.S. and NATO&#39;s mission-critical combat work against terrorism, in Ukraine, and in the Far East. Furthermore, it appears its U.S. commercial business is gaining traction, as enterprises are investing in big data analytics to drive competitive advantage, even though Europe has been more reluctant to adopt Palantir&#39;s platform.</p><p>However, doubts over Palantir&#39;s ultimate profitability, as well as some of its questionable investments, show another side of the thesis -- that of a potentially reckless spender and undisciplined management, with a questionable path to profitability.</p><p>With real GAAP profits a ways off and several of its investees running into trouble, November was a month in which the negative side came to the fore for Palantir shareholders.</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 Palantir Plunged 14.7% in November</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 Palantir Plunged 14.7% in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 14:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/04/why-palantir-plunged-147-in-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of software platform Palantir  fell 14.7% in November, according to data from S&P Global Market Intelligence.Palantir burst onto the public markets in 2020 as a tantalizing ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/04/why-palantir-plunged-147-in-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2022/12/04/why-palantir-plunged-147-in-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288012989","content_text":"What happenedShares of software platform Palantir  fell 14.7% in November, according to data from S&P Global Market Intelligence.Palantir burst onto the public markets in 2020 as a tantalizing software play with products used by the CIA and Department of Defense, which Palantir is now expanding to commercial customers.However, growth has decelerated this year, as its third-quarter earnings report showed. Additionally, Palantir made strategic investments in start-ups using its software at the height of the 2021 SPAC boom – and those bets are now souring in a big way.So whatIn the early part of the month, Palantir reported third-quarter earnings that disappointed the market. Even though revenue beat expectations slightly, Palantir missed on the bottom line, which has been a focus for investors amid rising interest rates. While it had been somewhat known that Palantir's government business was slowing this year as some pandemic tailwinds faded, the negative surprise in the third-quarter results was a total lack of growth among its international commercial customers.The mere 22% overall revenue growth wasn't enough to satisfy skeptical investors, who are worried about both slowing post-pandemic growth and higher interest rates, which crimp the value of high-growth stocks with the bulk of their earnings far in the future. While Palantir does post adjusted profits, it's still actually very unprofitable, thanks to its high levels of stock-based compensation that totaled $435 million through the first three quarters of 2022 alone.Later in the month, another negative was brought to light by William Blair analyst Kamil Mielczarek. In a Nov. 14 analyst note, Mielczarek highlighted that one of Palantir's investees, Fast Radius (OTC:FSRD), had filed for bankruptcy. Palantir had provided PIPE (private investment in a public entity) financing in Fast Radius' SPAC back in 2021 at the height of the SPAC bubble, in exchange for a long-term software contract.Palantir has invested in 20 other such public companies, which Mielczarek now estimates are down 82% on average from Palantir's purchase price. Not only have these investments hurt Palantir's own financials, but if these companies go bankrupt, their subscription revenue to Palantir will go away as well.Now whatPalantir remains an incredibly interesting and controversial company. On the one hand, its software is essential for U.S. and NATO's mission-critical combat work against terrorism, in Ukraine, and in the Far East. Furthermore, it appears its U.S. commercial business is gaining traction, as enterprises are investing in big data analytics to drive competitive advantage, even though Europe has been more reluctant to adopt Palantir's platform.However, doubts over Palantir's ultimate profitability, as well as some of its questionable investments, show another side of the thesis -- that of a potentially reckless spender and undisciplined management, with a questionable path to profitability.With real GAAP profits a ways off and several of its investees running into trouble, November was a month in which the negative side came to the fore for Palantir shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982231933,"gmtCreate":1667182619223,"gmtModify":1676537872632,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982231933","repostId":"1130378483","repostType":2,"repost":{"id":"1130378483","pubTimestamp":1666661883,"share":"https://ttm.financial/m/news/1130378483?lang=&edition=fundamental","pubTime":"2022-10-25 09:38","market":"sg","language":"en","title":"These 5 Solid Blue-Chip Stocks Are Hitting a 52-Week Low: Are They a Bargain?","url":"https://stock-news.laohu8.com/highlight/detail?id=1130378483","media":"The Smart Investor","summary":"During times of economic stress, it’s always good to rely on something steady to calm our nerves.Whe","content":"<html><head></head><body><p>During times of economic stress, it’s always good to rely on something steady to calm our nerves.</p><p>When it comes to investing, blue-chip stocks evoke images of stability, certainty and safety.</p><p>The world is currently beset by the dual problems of high inflation and rising interest rates.</p><p>Even Prime Minister Lee Hsien Loong has warned of an impending recession in either 2023 or 2024.</p><p>Although the mood is bearish, you can view this as a great opportunity to scoop up shares of solid companies for the long term.</p><p>And with numerous companies’ share prices touching a year low, there could be bargains that are ripe for the picking.</p><p>Here are five reliable blue-chip stocks that may end up on your buy watchlist.</p><h3><a href=\"https://laohu8.com/S/S68.SI\">Singapore Exchange Limited</a></h3><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The bourse operator has seen its shares slide by close to 13% in one year to hit a 52-week low of S$8.32.</p><p>Despite the fall, SGX reported a decent set of earnings for its fiscal 2022 (FY2022) ending 30 June 2022.</p><p>Revenue inched up 4% year on year to S$1.1 billion, a new record since the group’s IPO, while net profit edged up 1% year on year to S$451 million.</p><p>A dividend of S$0.32 was paid for FY2022, similar to a year ago.</p><p>SGX enjoys a natural monopoly and its multi-asset platform continues to attract investors who are looking for different ways to invest and hedge their investment portfolios.</p><h3><a href=\"https://laohu8.com/S/9CI.SI\">CapitaLand Investment Limited</a></h3><p>CapitaLand Investment Limited, or CLI, is a real estate investment manager (REIM) with S$125 billion of property assets under management (AUM) and S$86 billion of funds under management as of 30 June 2022.</p><p>CLI has seen its share price slide to a year-low of S$3.24, down 4.1%.</p><p>The property giant has reported a robust set of earnings for its fiscal 2022’s first half (1H2022).</p><p>Revenue jumped 29.1% year on year to S$1.35 billion while operating profit after tax (excluding one-off effects) rose 31.1% year on year to S$346 million.</p><p>CLI also reported higher fee-related earnings and added more lodging units under its lodging management arm.</p><p>The group targets to grow its funds under management to S$100 billion by 2024 and expand its lodging units to 160,000 (current: 139,000) by 2023.</p><h3><a href=\"https://laohu8.com/S/BUOU.SI\">Frasers Logistics &amp; Commercial Trust</a></h3><p>Frasers Logistics &amp; Commercial Trust, or FLCT, owns a portfolio of 105 properties with an AUM of S$6.5 billion as of 30 June 2022.</p><p>FLCT’s properties are spread out across the UK, Germany, Singapore, Australia and the Netherlands and enjoy a high occupancy rate of 96.5%.</p><p>In the past year, units of the REIT have plunged by 25% to hit a low of S$1.11.</p><p>FLCT has a well-spread-out tenant profile with its largest tenant taking up just 5.1% of gross rental income.</p><p>Its aggregate leverage stood at 29.2% with a low cost of debt of just 1.9%, giving the REIT a debt headroom of S$2.9 billion for acquisitions to boost its distribution per unit (DPU).</p><p>Also, 80.6% of its debt is on fixed rates, thus mitigating the risk of a sharp increase in finance expenses.</p><h3><a href=\"https://laohu8.com/S/S63.SI\">Singapore Technologies Engineering Limited</a></h3><p>Singapore Technologies Engineering Limited, or STE, is a technology and engineering group serving the aerospace, smart city, and defence segments.</p><p>The engineering group’s shares have skidded 17.5% in the past year and hit a 52-week low of S$3.20.</p><p>STE had reported a strong set of earnings for 1H2022, with revenue rising 17% year on year to S$4.3 billion.</p><p>Net profit excluding one-off expenses and government support rose 4% year on year to S$307 million.</p><p>A second interim quarterly dividend of S$0.04 was paid out, and STE’s forward dividend yield stood at 5%.</p><p>The engineering giant has continued to clinch new contracts, securing S$3.1 billion worth of them in the second quarter of this year.</p><p>STE’s order book remains robust at S$22.2 billion with S$4.6 billion expected to be delivered for the rest of 2022.</p><h3><a href=\"https://laohu8.com/S/M44U.SI\">Mapletree Logistics Trust</a></h3><p>Mapletree Logistics Trust, or MLT, owns a portfolio of 185 properties across eight countries with an AUM of S$13 billion as of 30 June 2022.</p><p>The logistics REIT has seen its unit price fall by 24.7% in a year to a 52-week low of S$1.49.</p><p>Despite this fall, MLT still recorded growth for its revenue, net property income (NPI) and DPU for its fiscal 2023’s first quarter (1Q2023).</p><p>Revenue and NPI increased by 14.6% and 13.2% year on year, respectively, while DPU rose 5% year on year to S$0.02268.</p><p>Thus far, MLT’s portfolio has held up well.</p><p>As of 30 June 2022, the occupancy rate stood high at 96.8% and the quarterly rental reversion was a positive 3.4%.</p><p>The REIT also has 80% of its debt hedged to fixed rates along with saggregate leverage of 37.2%.</p><p>First-time investors: We’ve finally released our beginner’s guide to investing. Read it in an afternoon, follow the principles, pick an investing style and buy your first SGX stocks within the next few hours! Click here to download it for free.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 5 Solid Blue-Chip Stocks Are Hitting a 52-Week Low: Are They a Bargain?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 5 Solid Blue-Chip Stocks Are Hitting a 52-Week Low: Are They a Bargain?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/these-5-solid-blue-chip-stocks-are-hitting-a-52-week-low-are-they-a-bargain/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>During times of economic stress, it’s always good to rely on something steady to calm our nerves.When it comes to investing, blue-chip stocks evoke images of stability, certainty and safety.The world ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/these-5-solid-blue-chip-stocks-are-hitting-a-52-week-low-are-they-a-bargain/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S68.SI":"新加坡交易所","9CI.SI":"凯德投资","M44U.SI":"丰树物流信托","S63.SI":"新科工程","BUOU.SI":"星狮物流工业信托"},"source_url":"https://thesmartinvestor.com.sg/these-5-solid-blue-chip-stocks-are-hitting-a-52-week-low-are-they-a-bargain/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130378483","content_text":"During times of economic stress, it’s always good to rely on something steady to calm our nerves.When it comes to investing, blue-chip stocks evoke images of stability, certainty and safety.The world is currently beset by the dual problems of high inflation and rising interest rates.Even Prime Minister Lee Hsien Loong has warned of an impending recession in either 2023 or 2024.Although the mood is bearish, you can view this as a great opportunity to scoop up shares of solid companies for the long term.And with numerous companies’ share prices touching a year low, there could be bargains that are ripe for the picking.Here are five reliable blue-chip stocks that may end up on your buy watchlist.Singapore Exchange LimitedSingapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The bourse operator has seen its shares slide by close to 13% in one year to hit a 52-week low of S$8.32.Despite the fall, SGX reported a decent set of earnings for its fiscal 2022 (FY2022) ending 30 June 2022.Revenue inched up 4% year on year to S$1.1 billion, a new record since the group’s IPO, while net profit edged up 1% year on year to S$451 million.A dividend of S$0.32 was paid for FY2022, similar to a year ago.SGX enjoys a natural monopoly and its multi-asset platform continues to attract investors who are looking for different ways to invest and hedge their investment portfolios.CapitaLand Investment LimitedCapitaLand Investment Limited, or CLI, is a real estate investment manager (REIM) with S$125 billion of property assets under management (AUM) and S$86 billion of funds under management as of 30 June 2022.CLI has seen its share price slide to a year-low of S$3.24, down 4.1%.The property giant has reported a robust set of earnings for its fiscal 2022’s first half (1H2022).Revenue jumped 29.1% year on year to S$1.35 billion while operating profit after tax (excluding one-off effects) rose 31.1% year on year to S$346 million.CLI also reported higher fee-related earnings and added more lodging units under its lodging management arm.The group targets to grow its funds under management to S$100 billion by 2024 and expand its lodging units to 160,000 (current: 139,000) by 2023.Frasers Logistics & Commercial TrustFrasers Logistics & Commercial Trust, or FLCT, owns a portfolio of 105 properties with an AUM of S$6.5 billion as of 30 June 2022.FLCT’s properties are spread out across the UK, Germany, Singapore, Australia and the Netherlands and enjoy a high occupancy rate of 96.5%.In the past year, units of the REIT have plunged by 25% to hit a low of S$1.11.FLCT has a well-spread-out tenant profile with its largest tenant taking up just 5.1% of gross rental income.Its aggregate leverage stood at 29.2% with a low cost of debt of just 1.9%, giving the REIT a debt headroom of S$2.9 billion for acquisitions to boost its distribution per unit (DPU).Also, 80.6% of its debt is on fixed rates, thus mitigating the risk of a sharp increase in finance expenses.Singapore Technologies Engineering LimitedSingapore Technologies Engineering Limited, or STE, is a technology and engineering group serving the aerospace, smart city, and defence segments.The engineering group’s shares have skidded 17.5% in the past year and hit a 52-week low of S$3.20.STE had reported a strong set of earnings for 1H2022, with revenue rising 17% year on year to S$4.3 billion.Net profit excluding one-off expenses and government support rose 4% year on year to S$307 million.A second interim quarterly dividend of S$0.04 was paid out, and STE’s forward dividend yield stood at 5%.The engineering giant has continued to clinch new contracts, securing S$3.1 billion worth of them in the second quarter of this year.STE’s order book remains robust at S$22.2 billion with S$4.6 billion expected to be delivered for the rest of 2022.Mapletree Logistics TrustMapletree Logistics Trust, or MLT, owns a portfolio of 185 properties across eight countries with an AUM of S$13 billion as of 30 June 2022.The logistics REIT has seen its unit price fall by 24.7% in a year to a 52-week low of S$1.49.Despite this fall, MLT still recorded growth for its revenue, net property income (NPI) and DPU for its fiscal 2023’s first quarter (1Q2023).Revenue and NPI increased by 14.6% and 13.2% year on year, respectively, while DPU rose 5% year on year to S$0.02268.Thus far, MLT’s portfolio has held up well.As of 30 June 2022, the occupancy rate stood high at 96.8% and the quarterly rental reversion was a positive 3.4%.The REIT also has 80% of its debt hedged to fixed rates along with saggregate leverage of 37.2%.First-time investors: We’ve finally released our beginner’s guide to investing. Read it in an afternoon, follow the principles, pick an investing style and buy your first SGX stocks within the next few hours! Click here to download it for free.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986444944,"gmtCreate":1667008480788,"gmtModify":1676537848653,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Will go up. Good sharing&nbsp;","listText":"Will go up. Good sharing&nbsp;","text":"Will go up. Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986444944","repostId":"1143069436","repostType":2,"repost":{"id":"1143069436","pubTimestamp":1667003495,"share":"https://ttm.financial/m/news/1143069436?lang=&edition=fundamental","pubTime":"2022-10-29 08:31","market":"us","language":"en","title":"Amazon Stock Is Plunging. What Comes Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143069436","media":"InvestorPlace","summary":"Amazon(AMZN) stock is sinking today after fourth-quarter guidance significantly disappointed Wall St","content":"<html><head></head><body><ul><li><b>Amazon</b>(<b><u>AMZN</u></b>) stock is sinking today after fourth-quarter guidance significantly disappointed Wall Street.</li><li>The tech giant reported that macro factors had weighed on Q3 results and Q4 guidance.</li><li>Multiple analysts remain upbeat on the long-term outlook of AMZN stock, however.</li></ul><p><b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) stock is trending on social media and sinking in early trading today after the e-commerce giant disappointed Wall Street with lackluster fourth-quarter guidance. As of this writing, shares are dropping by roughly 10%.</p><p>This news saw Amazon’s market capitalization dip below $1 trillion for the first time since the beginning of the pandemic. In fact, AMZN stock held back the <b>Nasdaq</b> this morning, although the exchange is now treading in the green today.</p><p>Here’s what investors should know about Amazon moving forward.</p><p><b>AMZN Stock and Weak Guidance</b></p><p>Why all the disappointment with AMZN stock? In a recent release, the company predicted that itsQ4 operating incomewould be between $0 and $4 billion. Further, Amazon believes that its top line will come in between $140 billion and $148 billion, meaningfully below the mean outlook of $155 billion.</p><p>“With the ongoing macroeconomic uncertainties, we’ve seen an uptick in AWS customers focused on controlling costs,” said Amazon CFO Brian Olsavsky on the company’sQ3 earnings call. The executive noted that higher Prime Video programming and marketing costs weighed on Amazon’s operating profit in Q3 as well. Olsavsky continued:</p><blockquote>“The continuing impacts of broad-scale inflation, heightened fuel prices and rising energy costs have impacted our sales growth as consumers assess their purchasing power and organizations of all sizes evaluate their technology and advertising spend.”</blockquote><p>The CFO added that Amazon expects these trends to continue in Q4.</p><p><b>Some Analysts Remain Bullish on Amazon</b></p><p>Despite the guidance pulling down AMZN stock, Goldman Sachs is still upbeat on the company’s long-term outlook. The firm believes Amazon’s e-commerce margins can increase. Margins will also be boosted by the continued large revenue gains of its cloud and ad businesses.</p><p>Also staying bullish is Morgan Stanley. The firm expects Amazon to benefit from market-share gains and cost reductions going forward. Analyst Brian Nowak lowered his price target on AMZN to $140 but maintained an“overweight” rating on shares.</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>Amazon Stock Is Plunging. What Comes Next?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock Is Plunging. What Comes Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/amazon-amzn-stock-is-plunging-what-comes-next/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon(AMZN) stock is sinking today after fourth-quarter guidance significantly disappointed Wall Street.The tech giant reported that macro factors had weighed on Q3 results and Q4 guidance.Multiple ...</p>\n\n<a href=\"https://investorplace.com/2022/10/amazon-amzn-stock-is-plunging-what-comes-next/\">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://investorplace.com/2022/10/amazon-amzn-stock-is-plunging-what-comes-next/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143069436","content_text":"Amazon(AMZN) stock is sinking today after fourth-quarter guidance significantly disappointed Wall Street.The tech giant reported that macro factors had weighed on Q3 results and Q4 guidance.Multiple analysts remain upbeat on the long-term outlook of AMZN stock, however.Amazon(NASDAQ:AMZN) stock is trending on social media and sinking in early trading today after the e-commerce giant disappointed Wall Street with lackluster fourth-quarter guidance. As of this writing, shares are dropping by roughly 10%.This news saw Amazon’s market capitalization dip below $1 trillion for the first time since the beginning of the pandemic. In fact, AMZN stock held back the Nasdaq this morning, although the exchange is now treading in the green today.Here’s what investors should know about Amazon moving forward.AMZN Stock and Weak GuidanceWhy all the disappointment with AMZN stock? In a recent release, the company predicted that itsQ4 operating incomewould be between $0 and $4 billion. Further, Amazon believes that its top line will come in between $140 billion and $148 billion, meaningfully below the mean outlook of $155 billion.“With the ongoing macroeconomic uncertainties, we’ve seen an uptick in AWS customers focused on controlling costs,” said Amazon CFO Brian Olsavsky on the company’sQ3 earnings call. The executive noted that higher Prime Video programming and marketing costs weighed on Amazon’s operating profit in Q3 as well. Olsavsky continued:“The continuing impacts of broad-scale inflation, heightened fuel prices and rising energy costs have impacted our sales growth as consumers assess their purchasing power and organizations of all sizes evaluate their technology and advertising spend.”The CFO added that Amazon expects these trends to continue in Q4.Some Analysts Remain Bullish on AmazonDespite the guidance pulling down AMZN stock, Goldman Sachs is still upbeat on the company’s long-term outlook. The firm believes Amazon’s e-commerce margins can increase. Margins will also be boosted by the continued large revenue gains of its cloud and ad businesses.Also staying bullish is Morgan Stanley. The firm expects Amazon to benefit from market-share gains and cost reductions going forward. Analyst Brian Nowak lowered his price target on AMZN to $140 but maintained an“overweight” rating on shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988839267,"gmtCreate":1666712475359,"gmtModify":1676537794480,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988839267","repostId":"2278020272","repostType":2,"repost":{"id":"2278020272","pubTimestamp":1666700972,"share":"https://ttm.financial/m/news/2278020272?lang=&edition=fundamental","pubTime":"2022-10-25 20:29","market":"us","language":"en","title":"Apple: You Have Been Warned","url":"https://stock-news.laohu8.com/highlight/detail?id=2278020272","media":"Seeking Alpha","summary":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the dem","content":"<html><head></head><body><h2>Summary</h2><ul><li>While iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.</li><li>The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.</li><li>China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.</li><li>My 1-year target price for Apple is $135. This represents an 8% downside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f69d8740cc2bafe8656b09f1d0bcff\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Ivan-balvan</span></p><p>In my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14&#39;s low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.</p><p>In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter&#39;s earnings report.</p><h2>Investment thesis</h2><p>I continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.</p><p>Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.</p><p>All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.</p><h2>Demand for iPhones falling off after the initial strong response</h2><p>According to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.</p><p>We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region&#39;s strength has actually resulted in an almost 30% sell-through for the iPhone.</p><p>As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9509834e5f505bcb3a9da3aa70fc47f\" tg-width=\"536\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>iPhone availability in the US (UBS)</span></p><p>However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0450e3eda6b8a53cacc483158a045d03\" tg-width=\"524\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)</span></p><h2>Declining demand and the implications for near-term results</h2><p>As I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.</p><p>While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.</p><p>As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.</p><h2>China weakness remains a near-term headwind</h2><p>There are worrying trends for Apple&#39;s iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.</p><p>This is because China&#39;s economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.</p><p>Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.</p><h2>Valuation</h2><p>My 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple&#39;s FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.</p><p>Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.</p><h2>Risks</h2><h3>Weakening macroeconomic environment</h3><p>The global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.</p><p>For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple&#39;s products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.</p><h3>China demand</h3><p>As the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.</p><h3>Market share loss in smartphone markets</h3><p>I continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple&#39;s current dominant position in the industry.</p><h2>Conclusion</h2><p>To sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.</p><p><i>This article is written by </i><i>Simple Investing</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: You Have Been Warned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: You Have Been Warned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 20:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278020272","content_text":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.My 1-year target price for Apple is $135. This represents an 8% downside from current levels.Ivan-balvanIn my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14's low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter's earnings report.Investment thesisI continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.Demand for iPhones falling off after the initial strong responseAccording to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region's strength has actually resulted in an almost 30% sell-through for the iPhone.As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.iPhone availability in the US (UBS)However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)Declining demand and the implications for near-term resultsAs I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.China weakness remains a near-term headwindThere are worrying trends for Apple's iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.This is because China's economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.ValuationMy 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple's FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.RisksWeakening macroeconomic environmentThe global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple's products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.China demandAs the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.Market share loss in smartphone marketsI continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple's current dominant position in the industry.ConclusionTo sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.This article is written by Simple Investing for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983304317,"gmtCreate":1666145231439,"gmtModify":1676537713291,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983304317","repostId":"1168071207","repostType":2,"repost":{"id":"1168071207","pubTimestamp":1666144555,"share":"https://ttm.financial/m/news/1168071207?lang=&edition=fundamental","pubTime":"2022-10-19 09:55","market":"sg","language":"en","title":"Singapore REIT Share Prices Have Continued to Plunge: Should Investors Be Worried?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168071207","media":"The Smart Investor","summary":"REITs have proven themselves as reliable dividend payers over the years.Income-seeking investors hav","content":"<html><head></head><body><p>REITs have proven themselves as reliable dividend payers over the years.</p><p>Income-seeking investors have tapped into this asset class for consistent and dependable distributions since the very first REIT, CapitaMall Trust, was listed back in 2002.</p><p>Two decades on, Singapore is now well-known for being a REIT hub.</p><p>However, of late, the sector has come under pressure.</p><p>Share prices of popular REITs such as <b>Mapletree Logistics Trust</b>(SGX: M44U) and <b>Frasers Centrepoint Trust</b>(SGX: J69U) have hit their 52-week lows.</p><p>Several foreign REITs such as <b>Cromwell European REIT</b>(SGX: CWBU) are also hitting multi-year lows.</p><p>These declines are worrisome as they imply a loss of confidence in the REIT sector.</p><p>Should investors be worried?</p><p>Or could this be a golden opportunity to scoop up attractive bargains?</p><p><b>Reasons for the plunge</b></p><p>A key reason why REIT prices are plunging is because of a sharp increase in interest rates.</p><p>The US Federal Reserve has hiked its policy rate by 0.75 percentage points over three consecutive sessions, taking the benchmark rate to a range of between 3% to 3.25%.</p><p>As all REITs hold debt, an increase in interest rates will raise borrowing costs for them, thus crimping the amount of distributable income they can pay out.</p><p>The US central bank has made these moves in response to the highest inflation the country has seen in four decades.</p><p>The latest inflation reading in the US, at 8.2% for August, has done little to quell rumours that yet another large rate hike is on the cards.</p><p>If the Federal Reserve makes a similar move in early November, benchmark rates could hit 4%, a level unseen since the Great Financial Crisis in 2008.</p><p>For REITs, surging inflation will also increase operating expenses such as electricity, marketing and staff costs, resulting in less distributable income to dole out to unitholders.</p><p>The combination of the two – sky-high inflation and rising interest rates is causing significant concern among investors as to whether REITs can maintain their distribution per unit (DPU).</p><p>A third factor is also at play.</p><p>Investors who are looking for alternatives to park their money can now seek interest-free instruments such as Singapore Savings Bonds (SSBs) and fixed deposits.</p><p>The former is paying out a 10-year average return of 3.21% while the latter has seen rates hit as high as 2.6% to 2.7% for a 12-month and 24-month tenure.</p><p>Risk appetites are declining and this is evident as more people yank their money out of REITs and into “safe havens”.</p><p><b>DPU and asset values may decline</b></p><p>Some of these fears could be justified.</p><p>REITs will come under pressure and DPU may decline in the coming quarters.</p><p>In addition, REIT property values may also fall when the assets are up for revaluation.</p><p>Property values are usually computed by independent property agencies based on a capitalisation rate (cap rate).</p><p>The property’s net operating income (i.e. rental income minus expenses) is divided by this cap rate to obtain the property’s valuation.</p><p>With interest rates heading up, assuming a similar level of net operating income, the denominator will increase for this equation, thus resulting in lower property values.</p><p>As REIT gearing levels are predicated on its asset base, a decline in asset valuation will result in gearing levels increasing even without the REIT taking on additional loans.</p><p>Another factor to consider is exchange rates.</p><p>The Japanese Yen has weakened by close to 24% against the Singapore dollar (SGD) in the past year.</p><p>The British pound (£) has declined by 13% against the SGD over the same period.</p><p>Exchange movements have impacted REITs such as <b>Daiwa House Logistics Trust</b>(SGX: DHLU) and <b>Elite Commercial REIT</b>(SGX: MXNU).</p><p>With the need to convert their distributions to SGD even though their base rental income is in Yen or £, investors are seeing a possible DPU decline looming.</p><p><b>Mitigating factors</b></p><p>There are reasons to be optimistic, though.</p><p>REITs have several mitigating factors in place to buffer against these rising expenses.</p><p><b>Frasers Logistics &amp; Commercial Trust</b>(SGX: BUOU) has a very low gearing of just 29.2% as of 30 June 2022, thus mitigating against a rise in gearing due to declining property values.</p><p>Having a high proportion of fixed-rate debt and a well-spread-out debt maturity are also some measures that REITs possess to guard against sharply higher finance costs.</p><p>Furthermore, REITs with strong sponsors will also have a ready pipeline of assets to tap into for acquisitions to boost DPU and offset the effects of higher costs.</p><p><b>Get Smart: Watch and learn</b></p><p><img src=\"https://static.tigerbbs.com/9e188a565b5bb9bffe65f6f115a92847\" tg-width=\"1110\" tg-height=\"700\" width=\"100%\" height=\"auto\"/>Source: Macrotrends</p><p>The world is seeing a new, high-interest-rate phase that has not been witnessed in nearly 14 years.</p><p>The chart above shows that rates have only gone past the 5% mark once in the last two decades.</p><p>It’s a whole new world for investors and also a different environment for REITs.</p><p>Investors should watch and learn and continue to monitor how REITs adjust to this new paradigm.</p><p>There’s cause for worry, but if you stick with the strong REITs, you can still enjoy a good night’s sleep.</p></body></html>","source":"lsy1602567310727","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 REIT Share Prices Have Continued to Plunge: Should Investors Be Worried?</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{ 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{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 REIT Share Prices Have Continued to Plunge: Should Investors Be Worried?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/singapore-reit-share-prices-have-continued-to-plunge-should-investors-be-worried/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REITs have proven themselves as reliable dividend payers over the years.Income-seeking investors have tapped into this asset class for consistent and dependable distributions since the very first REIT...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-reit-share-prices-have-continued-to-plunge-should-investors-be-worried/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://thesmartinvestor.com.sg/singapore-reit-share-prices-have-continued-to-plunge-should-investors-be-worried/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168071207","content_text":"REITs have proven themselves as reliable dividend payers over the years.Income-seeking investors have tapped into this asset class for consistent and dependable distributions since the very first REIT, CapitaMall Trust, was listed back in 2002.Two decades on, Singapore is now well-known for being a REIT hub.However, of late, the sector has come under pressure.Share prices of popular REITs such as Mapletree Logistics Trust(SGX: M44U) and Frasers Centrepoint Trust(SGX: J69U) have hit their 52-week lows.Several foreign REITs such as Cromwell European REIT(SGX: CWBU) are also hitting multi-year lows.These declines are worrisome as they imply a loss of confidence in the REIT sector.Should investors be worried?Or could this be a golden opportunity to scoop up attractive bargains?Reasons for the plungeA key reason why REIT prices are plunging is because of a sharp increase in interest rates.The US Federal Reserve has hiked its policy rate by 0.75 percentage points over three consecutive sessions, taking the benchmark rate to a range of between 3% to 3.25%.As all REITs hold debt, an increase in interest rates will raise borrowing costs for them, thus crimping the amount of distributable income they can pay out.The US central bank has made these moves in response to the highest inflation the country has seen in four decades.The latest inflation reading in the US, at 8.2% for August, has done little to quell rumours that yet another large rate hike is on the cards.If the Federal Reserve makes a similar move in early November, benchmark rates could hit 4%, a level unseen since the Great Financial Crisis in 2008.For REITs, surging inflation will also increase operating expenses such as electricity, marketing and staff costs, resulting in less distributable income to dole out to unitholders.The combination of the two – sky-high inflation and rising interest rates is causing significant concern among investors as to whether REITs can maintain their distribution per unit (DPU).A third factor is also at play.Investors who are looking for alternatives to park their money can now seek interest-free instruments such as Singapore Savings Bonds (SSBs) and fixed deposits.The former is paying out a 10-year average return of 3.21% while the latter has seen rates hit as high as 2.6% to 2.7% for a 12-month and 24-month tenure.Risk appetites are declining and this is evident as more people yank their money out of REITs and into “safe havens”.DPU and asset values may declineSome of these fears could be justified.REITs will come under pressure and DPU may decline in the coming quarters.In addition, REIT property values may also fall when the assets are up for revaluation.Property values are usually computed by independent property agencies based on a capitalisation rate (cap rate).The property’s net operating income (i.e. rental income minus expenses) is divided by this cap rate to obtain the property’s valuation.With interest rates heading up, assuming a similar level of net operating income, the denominator will increase for this equation, thus resulting in lower property values.As REIT gearing levels are predicated on its asset base, a decline in asset valuation will result in gearing levels increasing even without the REIT taking on additional loans.Another factor to consider is exchange rates.The Japanese Yen has weakened by close to 24% against the Singapore dollar (SGD) in the past year.The British pound (£) has declined by 13% against the SGD over the same period.Exchange movements have impacted REITs such as Daiwa House Logistics Trust(SGX: DHLU) and Elite Commercial REIT(SGX: MXNU).With the need to convert their distributions to SGD even though their base rental income is in Yen or £, investors are seeing a possible DPU decline looming.Mitigating factorsThere are reasons to be optimistic, though.REITs have several mitigating factors in place to buffer against these rising expenses.Frasers Logistics & Commercial Trust(SGX: BUOU) has a very low gearing of just 29.2% as of 30 June 2022, thus mitigating against a rise in gearing due to declining property values.Having a high proportion of fixed-rate debt and a well-spread-out debt maturity are also some measures that REITs possess to guard against sharply higher finance costs.Furthermore, REITs with strong sponsors will also have a ready pipeline of assets to tap into for acquisitions to boost DPU and offset the effects of higher costs.Get Smart: Watch and learnSource: MacrotrendsThe world is seeing a new, high-interest-rate phase that has not been witnessed in nearly 14 years.The chart above shows that rates have only gone past the 5% mark once in the last two decades.It’s a whole new world for investors and also a different environment for REITs.Investors should watch and learn and continue to monitor how REITs adjust to this new paradigm.There’s cause for worry, but if you stick with the strong REITs, you can still enjoy a good night’s sleep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989610527,"gmtCreate":1665984718669,"gmtModify":1676537687709,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989610527","repostId":"1163511454","repostType":2,"repost":{"id":"1163511454","pubTimestamp":1665982926,"share":"https://ttm.financial/m/news/1163511454?lang=&edition=fundamental","pubTime":"2022-10-17 13:02","market":"us","language":"en","title":"The Amazon Stock Split Is Paying Me Dividends. I Explain And Provide 2 Examples","url":"https://stock-news.laohu8.com/highlight/detail?id=1163511454","media":"Seeking Alpha","summary":"SummaryThe 2022 market has been a drag thus far, to say the least.Some will run for the exits, but w","content":"<html><head></head><body><p>Summary</p><ul><li>The 2022 market has been a drag thus far, to say the least.</li><li>Some will run for the exits, but we don&#39;t have to.</li><li>It&#39;s time to get creative!</li></ul><h2>Generating cash during bear markets</h2><p>All of the major indices have dropped into bear territory this year. In fact, we are well into the tenth month of declines, as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db6249e5c85b05762ce8220ac4bd0cc4\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data byYCharts</span></p><p>In a way, this is good news. The average bear market for the S&amp;P 500 lasts for 289, or about 9.5 months, according to Forbes. The market will likely bottom out well before the economy does because it is forward-looking. When will this happen? I don&#39;t know, and I don&#39;t try to time the market.</p><p>Aside from a few standouts, such as top pick AbbVie (ABBV), <b>which you can read more about here</b>, many stocks are down considerably this year.</p><p>But there are still ways to make money while waiting for the tide to turn.</p><p>First, solid companies are now offering higher-than-normal dividend yields. I don&#39;t mean dangerously leveraged funds offering 9-10%; that&#39;s not my bag. There is a big difference between solid companies with safe, rising payouts and chasing yields that seem too good to be true (they probably are). These get hyped a lot, so be careful out there.</p><p>Many terrific companies that should weather a recession just fine have historically high yields. Two favorites are Texas Instruments (TXN), and JPMorgan Chase (JPM), as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/611f3bcae512d881a3285a1135ca8011\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Texas Instruments has raised the dividend each year since 2004, even during the Great Recession, at a compound annual growth rate (CAGR) of 25%. JP Morgan has grown the dividend for eight years and sees buybacks resuming next year.</p><p>Now, without further ado...let&#39;s get creative.</p><h2>Covered call options</h2><p>Another way to generate cash is by sellingcovered call options. Bear markets are terrific times to generate cash this way for several reasons, including:</p><ul><li>Volatility</li><li>Downward trend in prices</li><li>Opportunity to reinvest at a discount for long-term returns.</li></ul><p>I won&#39;t go into all the nuts and bolts of covered call options, but there are terrific resources available for beginners, including the link above from Investopedia andthis onefrom Fidelity.</p><p>A covered call is the least risky option play. If you sell an out-of-the-money covered call, the worst that can happen is that you miss out on additional gains.</p><p>Volatility is helpful to this strategy because it allows us to sell a covered call when the stock has a big up day, and buy it back cheaper when the stock retreats.</p><p>The general downtrend lowers the risk that the price will suddenly rise well above the strike price. Especially if we sell significantly out of the money.</p><p>Doing this in a down market allows long-term investors to reinvest the premiums in stocks that are on sale.</p><p>2022 has been an ideal time for selling covered call options. And Amazon (NASDAQ:AMZN) has been an ideal stock.</p><h2>Who says stock splits don&#39;t matter?</h2><p>There are many who will say that stock splits don&#39;t matter. After all, they don&#39;t change the underlying value of the stock. But they do open up opportunities that average investors usually would not have.</p><p>Amazon stock traded for around $2,500 per share prior to its 20:1 stock split in early June 2022. This means that an investor would need to have $250,000 of Amazon stock in order to sell one option since options are sold in lots of 100. The split suddenly opened up the options market for many average investors.</p><p>Amazon has traits that make it an attractive candidate for selling covered calls. Its popularity is a huge draw. There is a ton of volume for Amazon stock options, which is very important. It also means that the stock has the necessary ups and downs to book profits. There are numerous spikes and retreats since the stock split, as shown below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c945c2f8af9bef6ac53cb398dad6cd9f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>My preferred strategy</p><p>There are several ways to execute an option strategy. I prefer a conservative strategy since Amazon is a stock that I would like to hold as a long-term investment.</p><p>The conservative strategy means:</p><ul><li>Selling the options well out of the money, even though this means pocketing a smaller premium.</li><li>Keeping the option expiration date 30-60 days out. This also means a smaller premium, but much less risk.</li><li>Not having open option positions straddling earnings releases when the stock could potentially pop significantly to the upside.</li></ul><p>Here are two examples</p><p>Amazon&#39;s stock price dropped like a rock after the stock split, falling nearly 18% in just over a week. It then bounced up more than 5% on June 15th, as shown below.</p><p><img src=\"https://static.tigerbbs.com/88f970aad49f45dcb2c17b4bbaa8169a\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p><b>Trade example #1:</b></p><p>I used this opportunity to sell July 29 $135 calls for $0.74. The $74 premium isn&#39;t much, but the chances of the stock getting called away were very small. The stock would need to gain more than 25% in a month and a half to get to the strike price. Unlikely in a bear market.</p><p>The stock made an impressive effort at a comeback, but I was able to close the covered call position for $0.17 when the stock cratered on July 26th, as shown below.</p><p><img src=\"https://static.tigerbbs.com/7767afe90b4cf2cf6bd90cebe9652155\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>The net profit on each call option was $57 for an annualized return of over 4%. Low risk, low reward.</p><p><b>Trade example #2:</b></p><p>The market made a valiant effort at a comeback after the lows of June and July, but the comeback ultimately fizzled in late August. With the writing on the wall, I sold October 21 $147.50 and $147.00 calls for $1.05 and $1.15, respectively. The chart leading up to the trade is shown below.</p><p><img src=\"https://static.tigerbbs.com/0b91b7ebf9d32e09dff47164956e9ec5\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>I bought back each option just two weeks later, on September 22, for $0.15 and $0.16 as the stock swooned. I could have held the options to maturity, but I like to lock in gains when they are above 80%.</p><p><img src=\"https://static.tigerbbs.com/c6b7f2bf35de21da4781323d8b278d1f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>The spoils of the trade were $90 and $99 for a total return of $189. The annualized return is impressive because of the short duration, but this is another low-risk, low-reward way to generate a yield from a growth stock.</p><p>With earnings due out on October 27, I am taking a wait-and-see approach. A solid earnings report could mean a sudden pop in the stock price because so much negativity is priced in already.</p><h2>Understand the risks</h2><p>Covered call options are low-risk, but they aren&#39;t risk-free. The risk is that the stock rises significantly above the strike price, and we miss out on juicy gains. If the price is above the strike price on the exercise date, we will have to give up our shares or buy back the call at a loss. We can mitigate the risk by taking smaller premiums for options that are further out of the money.</p><h2>The wrap-up</h2><p>This is a tough time for many investors. But it also offers significant opportunities. It&#39;s much easier for long-term investors to find fantastic deals when the market is down. Higher dividend yields are easier to find, and it&#39;s a great time to reevaluate positions.</p><p>Executing a conservative covered call strategy can also generate income. Selling covered calls is a low-risk way to generate a yield from growth stocks and make small returns in a persistent down market. As discussed above, Amazon is an excellent stock for this approach.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Amazon Stock Split Is Paying Me Dividends. I Explain And Provide 2 Examples</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Amazon Stock Split Is Paying Me Dividends. I Explain And Provide 2 Examples\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 13:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546809-the-amazon-stock-split-is-paying-me-dividends-i-explain-and-provide-2-examples><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe 2022 market has been a drag thus far, to say the least.Some will run for the exits, but we don't have to.It's time to get creative!Generating cash during bear marketsAll of the major ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546809-the-amazon-stock-split-is-paying-me-dividends-i-explain-and-provide-2-examples\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4546809-the-amazon-stock-split-is-paying-me-dividends-i-explain-and-provide-2-examples","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163511454","content_text":"SummaryThe 2022 market has been a drag thus far, to say the least.Some will run for the exits, but we don't have to.It's time to get creative!Generating cash during bear marketsAll of the major indices have dropped into bear territory this year. In fact, we are well into the tenth month of declines, as shown below.Data byYChartsIn a way, this is good news. The average bear market for the S&P 500 lasts for 289, or about 9.5 months, according to Forbes. The market will likely bottom out well before the economy does because it is forward-looking. When will this happen? I don't know, and I don't try to time the market.Aside from a few standouts, such as top pick AbbVie (ABBV), which you can read more about here, many stocks are down considerably this year.But there are still ways to make money while waiting for the tide to turn.First, solid companies are now offering higher-than-normal dividend yields. I don't mean dangerously leveraged funds offering 9-10%; that's not my bag. There is a big difference between solid companies with safe, rising payouts and chasing yields that seem too good to be true (they probably are). These get hyped a lot, so be careful out there.Many terrific companies that should weather a recession just fine have historically high yields. Two favorites are Texas Instruments (TXN), and JPMorgan Chase (JPM), as shown below.Data by YChartsTexas Instruments has raised the dividend each year since 2004, even during the Great Recession, at a compound annual growth rate (CAGR) of 25%. JP Morgan has grown the dividend for eight years and sees buybacks resuming next year.Now, without further ado...let's get creative.Covered call optionsAnother way to generate cash is by sellingcovered call options. Bear markets are terrific times to generate cash this way for several reasons, including:VolatilityDownward trend in pricesOpportunity to reinvest at a discount for long-term returns.I won't go into all the nuts and bolts of covered call options, but there are terrific resources available for beginners, including the link above from Investopedia andthis onefrom Fidelity.A covered call is the least risky option play. If you sell an out-of-the-money covered call, the worst that can happen is that you miss out on additional gains.Volatility is helpful to this strategy because it allows us to sell a covered call when the stock has a big up day, and buy it back cheaper when the stock retreats.The general downtrend lowers the risk that the price will suddenly rise well above the strike price. Especially if we sell significantly out of the money.Doing this in a down market allows long-term investors to reinvest the premiums in stocks that are on sale.2022 has been an ideal time for selling covered call options. And Amazon (NASDAQ:AMZN) has been an ideal stock.Who says stock splits don't matter?There are many who will say that stock splits don't matter. After all, they don't change the underlying value of the stock. But they do open up opportunities that average investors usually would not have.Amazon stock traded for around $2,500 per share prior to its 20:1 stock split in early June 2022. This means that an investor would need to have $250,000 of Amazon stock in order to sell one option since options are sold in lots of 100. The split suddenly opened up the options market for many average investors.Amazon has traits that make it an attractive candidate for selling covered calls. Its popularity is a huge draw. There is a ton of volume for Amazon stock options, which is very important. It also means that the stock has the necessary ups and downs to book profits. There are numerous spikes and retreats since the stock split, as shown below.Data by YChartsMy preferred strategyThere are several ways to execute an option strategy. I prefer a conservative strategy since Amazon is a stock that I would like to hold as a long-term investment.The conservative strategy means:Selling the options well out of the money, even though this means pocketing a smaller premium.Keeping the option expiration date 30-60 days out. This also means a smaller premium, but much less risk.Not having open option positions straddling earnings releases when the stock could potentially pop significantly to the upside.Here are two examplesAmazon's stock price dropped like a rock after the stock split, falling nearly 18% in just over a week. It then bounced up more than 5% on June 15th, as shown below.Data byYChartsTrade example #1:I used this opportunity to sell July 29 $135 calls for $0.74. The $74 premium isn't much, but the chances of the stock getting called away were very small. The stock would need to gain more than 25% in a month and a half to get to the strike price. Unlikely in a bear market.The stock made an impressive effort at a comeback, but I was able to close the covered call position for $0.17 when the stock cratered on July 26th, as shown below.Data byYChartsThe net profit on each call option was $57 for an annualized return of over 4%. Low risk, low reward.Trade example #2:The market made a valiant effort at a comeback after the lows of June and July, but the comeback ultimately fizzled in late August. With the writing on the wall, I sold October 21 $147.50 and $147.00 calls for $1.05 and $1.15, respectively. The chart leading up to the trade is shown below.Data byYChartsI bought back each option just two weeks later, on September 22, for $0.15 and $0.16 as the stock swooned. I could have held the options to maturity, but I like to lock in gains when they are above 80%.Data byYChartsThe spoils of the trade were $90 and $99 for a total return of $189. The annualized return is impressive because of the short duration, but this is another low-risk, low-reward way to generate a yield from a growth stock.With earnings due out on October 27, I am taking a wait-and-see approach. A solid earnings report could mean a sudden pop in the stock price because so much negativity is priced in already.Understand the risksCovered call options are low-risk, but they aren't risk-free. The risk is that the stock rises significantly above the strike price, and we miss out on juicy gains. If the price is above the strike price on the exercise date, we will have to give up our shares or buy back the call at a loss. We can mitigate the risk by taking smaller premiums for options that are further out of the money.The wrap-upThis is a tough time for many investors. But it also offers significant opportunities. It's much easier for long-term investors to find fantastic deals when the market is down. Higher dividend yields are easier to find, and it's a great time to reevaluate positions.Executing a conservative covered call strategy can also generate income. Selling covered calls is a low-risk way to generate a yield from growth stocks and make small returns in a persistent down market. As discussed above, Amazon is an excellent stock for this approach.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980504461,"gmtCreate":1665758838053,"gmtModify":1676537660997,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a><v-v data-views=\"1\"></v-v>","text":"$SoFi Technologies Inc.(SOFI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980504461","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980275087,"gmtCreate":1665756327549,"gmtModify":1676537660549,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Good!&nbsp;","listText":"Good!&nbsp;","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980275087","repostId":"1150944805","repostType":2,"repost":{"id":"1150944805","pubTimestamp":1665760924,"share":"https://ttm.financial/m/news/1150944805?lang=&edition=fundamental","pubTime":"2022-10-14 23:22","market":"us","language":"en","title":"Palantir: Karp Bets Heavy On Apollo","url":"https://stock-news.laohu8.com/highlight/detail?id=1150944805","media":"Seeking Alpha","summary":"SummaryThe market underestimates the ability of Palantir’s Apollo to create additional shareholder v","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The market underestimates the ability of Palantir’s Apollo to create additional shareholder value in the long run.</li><li>As organizations become more complex, the need for autonomous software deployment is going to increase, creating a monetary opportunity for Palantir thanks to its expertise in developing AI-based solutions.</li><li>This article highlights the untapped opportunities that Palantir is about to materialize, which in the end could lead to an appreciation of its share price in the foreseeable future.</li></ul><p>As corporations and institutions continue to grow in size, and at the same time begin to adapt to the new reality in which capital becomes scarce while the geopolitical uncertainties create new possibilities for additional supply chain disruptions, it becomes crucial for them to ensure that their software runs uninterrupted and is constantly up to date. While the migration of their data into the cloud in recent years helped them to digitize their processes and scale their operations, the changing environment now forces them to look for solutions that would make sure that their businesses could weather any upcoming challenges with relative ease.</p><p>That&#39;s where Palantir Technologies Inc.&#39;s (NYSE: PLTR) Apollo comes into play. As a standalone product, Apollo is able to autonomously deploy custom-made software and security updates to various environments of different organizations in real time, which ensures the safety and continuous operation of critical systems of Palantir&#39;s clients. Thanks to this, Apollo could be considered a one-of-a-kind solution for big organizations that rely on the continuous deployment of software and security updates to run their global operations in challenging environments. As a result, there&#39;s a real possibility that as the total addressable market for such a solution increases with each year, Palantir would be able to continue to expand its business even in the current turbulent environment, which could lead to the appreciation of its shares in the long run.</p><p><b>The Power of Apollo</b></p><p>A lot of the discussions about Palantir focus on highlighting the advantages of the company&#39;s two major platforms Gotham and Foundry, which could are considered to be operating systems for governmental organizations and commercial enterprises that are used for data integration and big data analytics. While both of those platforms have been major drivers of growth for Palantir&#39;s business in recent years, and I have extensively covered them in my other articles in the last few months, Apollo has been considered a silent third platform of the company that wasn&#39;t discussed as much as the others. However, there&#39;s a possibility that this could change soon, as Apollo has all the chances to scale Palantir&#39;s business in the foreseeable future and help it to accelerate the onboarding of new clients.</p><p>To understand what Apollo really is it&#39;s better to take a look at how Palantir describes itself. In its latest 10-Qreport, Palantir stated the following:</p><blockquote>Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems.</blockquote><p>At first, Palantir built Apollo for in-house use to help the company to speed up the process of integrating Gotham and Foundry into the organizations of its new clients. As an automated platform for continuous deployment, Apollo evolved to become a standalone product in 2021 and is now able to be used within third-party platforms to provide updates for custom-built software solutions in virtually any environment. As a result, Apollo gives Palantir the ability to substantially increase the number of new clients, as it could successfully deploy custom-built updates with relative ease.</p><p>That&#39;s why in his letter to shareholders, Palantir&#39;s CEO Alex Karp has been stressing the importance of Apollo for Palantir and how it could be as important for the business as Gotham and Foundry are by saying the following:</p><blockquote>We believe that the demand from large enterprises for a software delivery and maintenance solution that is platform agnostic will be as significant as the demand for the underlying data integration and analytical capabilities themselves.</blockquote><p>One of the biggest advantages of Apollo is that it replaces the need for its potential customers to build in-house continuous integration/continuous delivery (CI/CD) capabilities. Instead, the potential customers are able to focus on developing the software itself and then outsource the deployment of that software to Palantir without increasing their headcount whatsoever.</p><p>What&#39;s also important to mention is that Palantir recently received an impact level 6 accreditation from the Department of Defense, which makes it possible for government contractors to use the company&#39;s solutions to store, share and interact with data of the highest level of authorization. Therefore, Palantir is only one of the few companies along with Microsoft Corporation (MSFT) and Amazon.com (AMZN) with the highest clearance level in the world, which gives its platforms, and Apollo in particular advantage against other platforms offered by different businesses in the DevOps and CI/CD space.</p><p>What we also know is that Apollo has already been able to deploy software and security updates in over 500 independently-released microservices across over 300 different environments. At the same time, there&#39;s also a possibility that those numbers are gradually increasing with each quarter, as Palantir continues to aggressively sign new customers and at the end of Q2 its customer count increased to 304, up from 169 a year ago.</p><p><b>What&#39;s Next?</b></p><p>Considering the capabilities of Apollo, the two major questions that investors could have in mind are how much revenue the platform is generating and what is its total addressable market. The first question is hard to answer because Palantir doesn&#39;t disclose the exact amount of revenue that each platform generates. However, we do know that aggressive growth in new customers occurred after Apollo has been released as a standalone product in 2021. At the same time, the fact that Palantir&#39;s CEO Alex Karp is saying that the demand for a software delivery and maintenance solution will be the same as the demand for a data integration platform could lead us to the conclusion that Apollo is going to have a greater impact on the business in the future.</p><p>As for the second question, we do know that Apollo is mostly a deployment solution for organizations that conduct their operations in the cloud. However, Apollo&#39;s main advantage is that in essence, it&#39;s a cloud-agnostic solution, and as a result, it can deploy software and security updates to entirely different environments that operate within multiple cloud platforms with relative ease. That&#39;s why Apollo could be considered a supercloud solution. Wikibondescribessuperclouds as follows:</p><blockquote>Supercloud describes an architecture that taps the underlying services &amp; primitives of hyperscale and other clouds to deliver additional value above and beyond what&#39;s available from a single public cloud provider. A supercloud delivers capabilities through software, consumed as services, and must span multiple cloud platforms, inclusive of on-prem clouds and edge installations.</blockquote><p>Considering that with each year the number of cloud vendors and cloud platforms increases and the overall cloud computing market is expected to grow at a CAGR of 17.43% by the end of the decade and be worth $1.6 trillion, it&#39;s safe to assume that the demand for a supercloud solution such as Apollo is also going to increase. As a result, there&#39;s a high possibility that Alex Karp would be right in his belief that there could be a significant demand for a solution such as Apollo in the future.</p><p>That&#39;s why I decided to slightly update my DCF model. In September, my DCF model showed that Palantir&#39;s fair value is $10.03 per share, which represents an upside of ~25% from the current levels. That model assumed that Palantir&#39;s top line would grow at 23.5% in FY22 and at 25% Y/Y in the following years, below the management&#39;s initial forecast of annual growth of 30% Y/Y through 2025. That model could be considered as a base-case scenario under which Palantir is still undervalued.</p><p>However, if Apollo manages to help Palantir aggressively scale its business in the future, then it makes sense to create an additional optimistic scenario under which the company grows at a greater rate. That&#39;s why in this new model the revenue is forecasted to increase by 23.5% Y/Y, while in the following years the top-line growth increases to the management&#39;s initial forecasts of an annual growth rate of 30%. All the other metrics remain the same as in the previous model where WACC is 8%, while the terminal growth rate is 3%.</p><p><img src=\"https://static.tigerbbs.com/e8945e8f8c5e950fd0f599af5911d429\" tg-width=\"894\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/></p><p>Palantir&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p>According to this more optimistic model, Palantir&#39;s enterprise value appears to be $22.6 billion, while its implied share price is $12.08 per share, which represents an upside of ~50% from the current market price and creates a buying opportunity for long-term investors.</p><p><img src=\"https://static.tigerbbs.com/75359c541640018716a7c4979077aa4c\" tg-width=\"693\" tg-height=\"155\" referrerpolicy=\"no-referrer\"/></p><p>Palantir&#39;s DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)</p><p><b>Risks</b></p><p>One of the downsides of Palantir is its high level of secrecy. Due to working with governmental agencies, the company can&#39;t disclose various contracts and relationships that it has with its clients. As a result, we don&#39;t know exactly how much revenue the company generates from each client. However, what&#39;s worse is that the company has also been actively investing in various SPACs last year. As a large portion of SPACs depreciated since the beginning of this year due to the worsening macroeconomic environment, there&#39;s a risk that Palantir could generate greater than expected losses from them in the foreseeable future. Even though the company closed its SPAC program earlier this year, the lack of transparency prevents investors from knowing how much the investments that were made in 2021 generated returns or lost capital, which could lead to weaker performance of the overall business than previously expected.</p><p>The other problem of Palantir is that as a growth stock, there&#39;s a real possibility that it could continue to depreciate or trade at distressed levels for as long as the Federal Reserve continues to increase interest rates to tame the rising inflation. As a result, while Palantir is undervalued at the current levels, it could remain to be undervalued for a while due to things that are outside of its control.</p><p><b>The Bottom Line</b></p><p>We&#39;ve entered a new period of global decoupling in which supply chains are being reorganized at the same time as the geopolitical uncertainties create new macroeconomic risks to organizations and institutions. As a result, in times like these, it becomes crucial to have a solution such as Apollo, which ensures that corporations and enterprises are able to deploy all the necessary software and security updates that make it possible for them to continue to operate in the current challenging environment with relative ease. That&#39;s why Palantir&#39;s CEO Alex Karp might be correct when he states that the demand for a solution such as Apollo could be as significant as the demand for other data analytics solutions that the company offers.</p><p>At the same time, considering that Palantir trades below its fair value both in the optimistic and in the base-case scenarios, long-term investors might use this as an opportunity to increase their exposure to the company at the current levels, as there&#39;s an indication that Apollo could greatly improve the business&#39;s performance in the foreseeable future.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Karp Bets Heavy On Apollo</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Karp Bets Heavy On Apollo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546472-palantir-karp-bets-heavy-on-apollo><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe market underestimates the ability of Palantir’s Apollo to create additional shareholder value in the long run.As organizations become more complex, the need for autonomous software ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546472-palantir-karp-bets-heavy-on-apollo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4546472-palantir-karp-bets-heavy-on-apollo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150944805","content_text":"SummaryThe market underestimates the ability of Palantir’s Apollo to create additional shareholder value in the long run.As organizations become more complex, the need for autonomous software deployment is going to increase, creating a monetary opportunity for Palantir thanks to its expertise in developing AI-based solutions.This article highlights the untapped opportunities that Palantir is about to materialize, which in the end could lead to an appreciation of its share price in the foreseeable future.As corporations and institutions continue to grow in size, and at the same time begin to adapt to the new reality in which capital becomes scarce while the geopolitical uncertainties create new possibilities for additional supply chain disruptions, it becomes crucial for them to ensure that their software runs uninterrupted and is constantly up to date. While the migration of their data into the cloud in recent years helped them to digitize their processes and scale their operations, the changing environment now forces them to look for solutions that would make sure that their businesses could weather any upcoming challenges with relative ease.That's where Palantir Technologies Inc.'s (NYSE: PLTR) Apollo comes into play. As a standalone product, Apollo is able to autonomously deploy custom-made software and security updates to various environments of different organizations in real time, which ensures the safety and continuous operation of critical systems of Palantir's clients. Thanks to this, Apollo could be considered a one-of-a-kind solution for big organizations that rely on the continuous deployment of software and security updates to run their global operations in challenging environments. As a result, there's a real possibility that as the total addressable market for such a solution increases with each year, Palantir would be able to continue to expand its business even in the current turbulent environment, which could lead to the appreciation of its shares in the long run.The Power of ApolloA lot of the discussions about Palantir focus on highlighting the advantages of the company's two major platforms Gotham and Foundry, which could are considered to be operating systems for governmental organizations and commercial enterprises that are used for data integration and big data analytics. While both of those platforms have been major drivers of growth for Palantir's business in recent years, and I have extensively covered them in my other articles in the last few months, Apollo has been considered a silent third platform of the company that wasn't discussed as much as the others. However, there's a possibility that this could change soon, as Apollo has all the chances to scale Palantir's business in the foreseeable future and help it to accelerate the onboarding of new clients.To understand what Apollo really is it's better to take a look at how Palantir describes itself. In its latest 10-Qreport, Palantir stated the following:Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations, helping to ensure the continuous operation of critical systems.At first, Palantir built Apollo for in-house use to help the company to speed up the process of integrating Gotham and Foundry into the organizations of its new clients. As an automated platform for continuous deployment, Apollo evolved to become a standalone product in 2021 and is now able to be used within third-party platforms to provide updates for custom-built software solutions in virtually any environment. As a result, Apollo gives Palantir the ability to substantially increase the number of new clients, as it could successfully deploy custom-built updates with relative ease.That's why in his letter to shareholders, Palantir's CEO Alex Karp has been stressing the importance of Apollo for Palantir and how it could be as important for the business as Gotham and Foundry are by saying the following:We believe that the demand from large enterprises for a software delivery and maintenance solution that is platform agnostic will be as significant as the demand for the underlying data integration and analytical capabilities themselves.One of the biggest advantages of Apollo is that it replaces the need for its potential customers to build in-house continuous integration/continuous delivery (CI/CD) capabilities. Instead, the potential customers are able to focus on developing the software itself and then outsource the deployment of that software to Palantir without increasing their headcount whatsoever.What's also important to mention is that Palantir recently received an impact level 6 accreditation from the Department of Defense, which makes it possible for government contractors to use the company's solutions to store, share and interact with data of the highest level of authorization. Therefore, Palantir is only one of the few companies along with Microsoft Corporation (MSFT) and Amazon.com (AMZN) with the highest clearance level in the world, which gives its platforms, and Apollo in particular advantage against other platforms offered by different businesses in the DevOps and CI/CD space.What we also know is that Apollo has already been able to deploy software and security updates in over 500 independently-released microservices across over 300 different environments. At the same time, there's also a possibility that those numbers are gradually increasing with each quarter, as Palantir continues to aggressively sign new customers and at the end of Q2 its customer count increased to 304, up from 169 a year ago.What's Next?Considering the capabilities of Apollo, the two major questions that investors could have in mind are how much revenue the platform is generating and what is its total addressable market. The first question is hard to answer because Palantir doesn't disclose the exact amount of revenue that each platform generates. However, we do know that aggressive growth in new customers occurred after Apollo has been released as a standalone product in 2021. At the same time, the fact that Palantir's CEO Alex Karp is saying that the demand for a software delivery and maintenance solution will be the same as the demand for a data integration platform could lead us to the conclusion that Apollo is going to have a greater impact on the business in the future.As for the second question, we do know that Apollo is mostly a deployment solution for organizations that conduct their operations in the cloud. However, Apollo's main advantage is that in essence, it's a cloud-agnostic solution, and as a result, it can deploy software and security updates to entirely different environments that operate within multiple cloud platforms with relative ease. That's why Apollo could be considered a supercloud solution. Wikibondescribessuperclouds as follows:Supercloud describes an architecture that taps the underlying services & primitives of hyperscale and other clouds to deliver additional value above and beyond what's available from a single public cloud provider. A supercloud delivers capabilities through software, consumed as services, and must span multiple cloud platforms, inclusive of on-prem clouds and edge installations.Considering that with each year the number of cloud vendors and cloud platforms increases and the overall cloud computing market is expected to grow at a CAGR of 17.43% by the end of the decade and be worth $1.6 trillion, it's safe to assume that the demand for a supercloud solution such as Apollo is also going to increase. As a result, there's a high possibility that Alex Karp would be right in his belief that there could be a significant demand for a solution such as Apollo in the future.That's why I decided to slightly update my DCF model. In September, my DCF model showed that Palantir's fair value is $10.03 per share, which represents an upside of ~25% from the current levels. That model assumed that Palantir's top line would grow at 23.5% in FY22 and at 25% Y/Y in the following years, below the management's initial forecast of annual growth of 30% Y/Y through 2025. That model could be considered as a base-case scenario under which Palantir is still undervalued.However, if Apollo manages to help Palantir aggressively scale its business in the future, then it makes sense to create an additional optimistic scenario under which the company grows at a greater rate. That's why in this new model the revenue is forecasted to increase by 23.5% Y/Y, while in the following years the top-line growth increases to the management's initial forecasts of an annual growth rate of 30%. All the other metrics remain the same as in the previous model where WACC is 8%, while the terminal growth rate is 3%.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)According to this more optimistic model, Palantir's enterprise value appears to be $22.6 billion, while its implied share price is $12.08 per share, which represents an upside of ~50% from the current market price and creates a buying opportunity for long-term investors.Palantir's DCF Model (Historical Data: Seeking Alpha, Assumptions: Author)RisksOne of the downsides of Palantir is its high level of secrecy. Due to working with governmental agencies, the company can't disclose various contracts and relationships that it has with its clients. As a result, we don't know exactly how much revenue the company generates from each client. However, what's worse is that the company has also been actively investing in various SPACs last year. As a large portion of SPACs depreciated since the beginning of this year due to the worsening macroeconomic environment, there's a risk that Palantir could generate greater than expected losses from them in the foreseeable future. Even though the company closed its SPAC program earlier this year, the lack of transparency prevents investors from knowing how much the investments that were made in 2021 generated returns or lost capital, which could lead to weaker performance of the overall business than previously expected.The other problem of Palantir is that as a growth stock, there's a real possibility that it could continue to depreciate or trade at distressed levels for as long as the Federal Reserve continues to increase interest rates to tame the rising inflation. As a result, while Palantir is undervalued at the current levels, it could remain to be undervalued for a while due to things that are outside of its control.The Bottom LineWe've entered a new period of global decoupling in which supply chains are being reorganized at the same time as the geopolitical uncertainties create new macroeconomic risks to organizations and institutions. As a result, in times like these, it becomes crucial to have a solution such as Apollo, which ensures that corporations and enterprises are able to deploy all the necessary software and security updates that make it possible for them to continue to operate in the current challenging environment with relative ease. That's why Palantir's CEO Alex Karp might be correct when he states that the demand for a solution such as Apollo could be as significant as the demand for other data analytics solutions that the company offers.At the same time, considering that Palantir trades below its fair value both in the optimistic and in the base-case scenarios, long-term investors might use this as an opportunity to increase their exposure to the company at the current levels, as there's an indication that Apollo could greatly improve the business's performance in the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980699887,"gmtCreate":1665710790549,"gmtModify":1676537652875,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980699887","repostId":"1105845430","repostType":2,"repost":{"id":"1105845430","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":1665708334,"share":"https://ttm.financial/m/news/1105845430?lang=&edition=fundamental","pubTime":"2022-10-14 08:45","market":"sg","language":"en","title":"Singapore Central Bank Tightens Policy, Q3 GDP Tops Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1105845430","media":"Reuters","summary":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank on Friday tightened monetary policy for the f","content":"<html><head></head><body><p>SINGAPORE, Oct 14 (Reuters) - Singapore&#39;s central bank on Friday tightened monetary policy for the fourth time this year to rein in inflation running near a 14-year high, and left the door open for further policy action amid upside risks to the price outlook and global uncertainty.</p><p>The Monetary Authority of Singapore (MAS), at a scheduled policy meeting, said it will re-centre the mid-point of the exchange rate policy band known as the Nominal Effective Exchange Rate, or S$NEER. There will be no change to the slope and width of the band.</p><p>The Singapore dollar was up about 0.3% to S$1.1429 per U.S. dollar after the policy decision.</p><p>MAS has made two off-cycle tightening moves this year, in January and July, as inflation in the city-state remains elevated. This is the fifth round of tightening since last October.</p><p>The MAS manages monetary policy through exchange rate settings, rather than interest rates, as trade flows dwarf its economy.</p><p>It adjusts its policy via three levers: the slope, mid-point and width of the policy band, which let the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p>Selena Ling, head of treasury research and strategy at OCBC, said the MAS move &#34;suggests that there will be less concern about downside growth risks, which can taken care of through the upcoming budget.&#34;</p><p>She added that further tightening is possible at next April&#39;s scheduled review.</p><p>On Friday, the central bank said all the tightening moves so far will further reduce imported inflation but cautioned about persistent cost pressures.</p><p>&#34;The Singapore economy will grow at a slower pace in tandem with weakening global demand,&#34; MAS said.</p><p>&#34;However, core inflation will stay elevated over the next few quarters, as imported inflation remains significant and a tight labour market supports strong wage increases,&#34; it added in its statement.</p><p>The core inflation rate — the central bank&#39;s favoured price measure - rose to 5.1% in August on a year-on-year basis. It was 4.8% in July.</p><p>MAS said core inflation is likely to stay at about 5% for the rest of 2022, and into early 2023.</p><p>Gross domestic product (GDP) was up 4.4% in July-September on a year-on-year basis, according to advance estimates from the Ministry of Trade and Industry also released on Friday.</p><p>On a quarter-on-quarter seasonally adjusted basis, GDP expanded 1.5% in July-September.</p><p>&#34;Q3 GDP obviously benefitted from domestic and border restrictions being eased,&#34; said Song Seng Wun, an economist at CIMB Private Banking.</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>Singapore Central Bank Tightens Policy, Q3 GDP Tops Forecast</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 Central Bank Tightens Policy, Q3 GDP Tops Forecast\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\">2022-10-14 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE, Oct 14 (Reuters) - Singapore&#39;s central bank on Friday tightened monetary policy for the fourth time this year to rein in inflation running near a 14-year high, and left the door open for further policy action amid upside risks to the price outlook and global uncertainty.</p><p>The Monetary Authority of Singapore (MAS), at a scheduled policy meeting, said it will re-centre the mid-point of the exchange rate policy band known as the Nominal Effective Exchange Rate, or S$NEER. There will be no change to the slope and width of the band.</p><p>The Singapore dollar was up about 0.3% to S$1.1429 per U.S. dollar after the policy decision.</p><p>MAS has made two off-cycle tightening moves this year, in January and July, as inflation in the city-state remains elevated. This is the fifth round of tightening since last October.</p><p>The MAS manages monetary policy through exchange rate settings, rather than interest rates, as trade flows dwarf its economy.</p><p>It adjusts its policy via three levers: the slope, mid-point and width of the policy band, which let the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.</p><p>Selena Ling, head of treasury research and strategy at OCBC, said the MAS move &#34;suggests that there will be less concern about downside growth risks, which can taken care of through the upcoming budget.&#34;</p><p>She added that further tightening is possible at next April&#39;s scheduled review.</p><p>On Friday, the central bank said all the tightening moves so far will further reduce imported inflation but cautioned about persistent cost pressures.</p><p>&#34;The Singapore economy will grow at a slower pace in tandem with weakening global demand,&#34; MAS said.</p><p>&#34;However, core inflation will stay elevated over the next few quarters, as imported inflation remains significant and a tight labour market supports strong wage increases,&#34; it added in its statement.</p><p>The core inflation rate — the central bank&#39;s favoured price measure - rose to 5.1% in August on a year-on-year basis. It was 4.8% in July.</p><p>MAS said core inflation is likely to stay at about 5% for the rest of 2022, and into early 2023.</p><p>Gross domestic product (GDP) was up 4.4% in July-September on a year-on-year basis, according to advance estimates from the Ministry of Trade and Industry also released on Friday.</p><p>On a quarter-on-quarter seasonally adjusted basis, GDP expanded 1.5% in July-September.</p><p>&#34;Q3 GDP obviously benefitted from domestic and border restrictions being eased,&#34; said Song Seng Wun, an economist at CIMB Private Banking.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105845430","content_text":"SINGAPORE, Oct 14 (Reuters) - Singapore's central bank on Friday tightened monetary policy for the fourth time this year to rein in inflation running near a 14-year high, and left the door open for further policy action amid upside risks to the price outlook and global uncertainty.The Monetary Authority of Singapore (MAS), at a scheduled policy meeting, said it will re-centre the mid-point of the exchange rate policy band known as the Nominal Effective Exchange Rate, or S$NEER. There will be no change to the slope and width of the band.The Singapore dollar was up about 0.3% to S$1.1429 per U.S. dollar after the policy decision.MAS has made two off-cycle tightening moves this year, in January and July, as inflation in the city-state remains elevated. This is the fifth round of tightening since last October.The MAS manages monetary policy through exchange rate settings, rather than interest rates, as trade flows dwarf its economy.It adjusts its policy via three levers: the slope, mid-point and width of the policy band, which let the Singapore dollar rise or fall against the currencies of its main trading partners within an undisclosed band.Selena Ling, head of treasury research and strategy at OCBC, said the MAS move \"suggests that there will be less concern about downside growth risks, which can taken care of through the upcoming budget.\"She added that further tightening is possible at next April's scheduled review.On Friday, the central bank said all the tightening moves so far will further reduce imported inflation but cautioned about persistent cost pressures.\"The Singapore economy will grow at a slower pace in tandem with weakening global demand,\" MAS said.\"However, core inflation will stay elevated over the next few quarters, as imported inflation remains significant and a tight labour market supports strong wage increases,\" it added in its statement.The core inflation rate — the central bank's favoured price measure - rose to 5.1% in August on a year-on-year basis. It was 4.8% in July.MAS said core inflation is likely to stay at about 5% for the rest of 2022, and into early 2023.Gross domestic product (GDP) was up 4.4% in July-September on a year-on-year basis, according to advance estimates from the Ministry of Trade and Industry also released on Friday.On a quarter-on-quarter seasonally adjusted basis, GDP expanded 1.5% in July-September.\"Q3 GDP obviously benefitted from domestic and border restrictions being eased,\" said Song Seng Wun, an economist at CIMB Private Banking.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980604237,"gmtCreate":1665710486330,"gmtModify":1676537652796,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980604237","repostId":"1142843627","repostType":2,"repost":{"id":"1142843627","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1665709097,"share":"https://ttm.financial/m/news/1142843627?lang=&edition=fundamental","pubTime":"2022-10-14 08:58","market":"sg","language":"en","title":"Singapore Stocks to Watch: Singtel, SIA, Stamford Land","url":"https://stock-news.laohu8.com/highlight/detail?id=1142843627","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Oct 14):</p><p><b>Singtel (Z74):</b> The Singtel-owned telco on Friday (Oct 14) said that customers whose passport numbers were exposed in its recent cyberattack would not need to replace their passports.</p><p>The statement comes following discussions with the Australian government, which previously confirmed that Optus would pay for the replacements after demands from the federal government.</p><p><b>SIA (C6L):</b> Flag carrier Singapore Airlines (SIA) said that it is currently in confidential discussions with Tata Group to explore a potential transaction relating to securities of Vistara and Air India, a subsidiary of Tata.</p><p>“The discussions seek to deepen the existing partnership between SIA and Tata, and may include a potential integration of Vistara and Air India,” the company said in a bourse filing on Thursday (Oct 13).</p><p>SIA currently holds a 49 per cent equity interest in Tata SIA Airlines which operates Vistara, an Indian full-service airline based in New Delhi. Tata holds the remaining 51 per cent stake.</p><p><b>Stamford Land (H07):</b> Stamford Land Corporation : H07 0%expects to record a net loss for the six months ended Sep 30, 2022.</p><p>In a bourse filing on Thursday (Oct 13), the mainboard-listed company says the net loss is mainly attributed to foreign exchange losses and fair value loss on its investment property in London.</p><p>The profit guidance is based on a preliminary assessment of unaudited consolidated management accounts of the group for the first half of its FY2023, which has not been reviewed by the audit and risk management committee of the company.</p><p>Still, Stamford Land said that the group expects to record a gain on the previously-announced disposal of two properties in Sydney and Auckland in its unaudited consolidated management accounts in the six months ended Mar 31, 2023.</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>Singapore Stocks to Watch: Singtel, SIA, Stamford Land</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\">\nSingapore Stocks to Watch: Singtel, SIA, Stamford Land\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-14 08:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Oct 14):</p><p><b>Singtel (Z74):</b> The Singtel-owned telco on Friday (Oct 14) said that customers whose passport numbers were exposed in its recent cyberattack would not need to replace their passports.</p><p>The statement comes following discussions with the Australian government, which previously confirmed that Optus would pay for the replacements after demands from the federal government.</p><p><b>SIA (C6L):</b> Flag carrier Singapore Airlines (SIA) said that it is currently in confidential discussions with Tata Group to explore a potential transaction relating to securities of Vistara and Air India, a subsidiary of Tata.</p><p>“The discussions seek to deepen the existing partnership between SIA and Tata, and may include a potential integration of Vistara and Air India,” the company said in a bourse filing on Thursday (Oct 13).</p><p>SIA currently holds a 49 per cent equity interest in Tata SIA Airlines which operates Vistara, an Indian full-service airline based in New Delhi. Tata holds the remaining 51 per cent stake.</p><p><b>Stamford Land (H07):</b> Stamford Land Corporation : H07 0%expects to record a net loss for the six months ended Sep 30, 2022.</p><p>In a bourse filing on Thursday (Oct 13), the mainboard-listed company says the net loss is mainly attributed to foreign exchange losses and fair value loss on its investment property in London.</p><p>The profit guidance is based on a preliminary assessment of unaudited consolidated management accounts of the group for the first half of its FY2023, which has not been reviewed by the audit and risk management committee of the company.</p><p>Still, Stamford Land said that the group expects to record a gain on the previously-announced disposal of two properties in Sydney and Auckland in its unaudited consolidated management accounts in the six months ended Mar 31, 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司","Z74.SI":"新电信","H07.SI":"史丹福置地"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142843627","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Oct 14):Singtel (Z74): The Singtel-owned telco on Friday (Oct 14) said that customers whose passport numbers were exposed in its recent cyberattack would not need to replace their passports.The statement comes following discussions with the Australian government, which previously confirmed that Optus would pay for the replacements after demands from the federal government.SIA (C6L): Flag carrier Singapore Airlines (SIA) said that it is currently in confidential discussions with Tata Group to explore a potential transaction relating to securities of Vistara and Air India, a subsidiary of Tata.“The discussions seek to deepen the existing partnership between SIA and Tata, and may include a potential integration of Vistara and Air India,” the company said in a bourse filing on Thursday (Oct 13).SIA currently holds a 49 per cent equity interest in Tata SIA Airlines which operates Vistara, an Indian full-service airline based in New Delhi. Tata holds the remaining 51 per cent stake.Stamford Land (H07): Stamford Land Corporation : H07 0%expects to record a net loss for the six months ended Sep 30, 2022.In a bourse filing on Thursday (Oct 13), the mainboard-listed company says the net loss is mainly attributed to foreign exchange losses and fair value loss on its investment property in London.The profit guidance is based on a preliminary assessment of unaudited consolidated management accounts of the group for the first half of its FY2023, which has not been reviewed by the audit and risk management committee of the company.Still, Stamford Land said that the group expects to record a gain on the previously-announced disposal of two properties in Sydney and Auckland in its unaudited consolidated management accounts in the six months ended Mar 31, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917537105,"gmtCreate":1665538328408,"gmtModify":1676537623223,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4107327092916560","idStr":"4107327092916560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917537105","repostId":"1130794261","repostType":2,"repost":{"id":"1130794261","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1665536302,"share":"https://ttm.financial/m/news/1130794261?lang=&edition=fundamental","pubTime":"2022-10-12 08:58","market":"sg","language":"en","title":"Singapore Stocks to Watch: SIA Engineering, Q&M Dental, Trek 2000","url":"https://stock-news.laohu8.com/highlight/detail?id=1130794261","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Wednesda","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Oct 12):</p><p><b>SIA Engineering (S59):</b> SIA Engineering Company (SIAEC) announced on Oct 12 the signing of an Inventory Technical Management (ITM) Programme with MYAirline, a new low-cost airline based at Kuala Lumpur International Airport.</p><p>Under the programme, SIAEC will provide component support coverage for aircraft and engine spares on-site consignment and pooling support services as well as repair and overhaul support services for MYAirline’s fleet of Airbus A320 aircraft. The agreement has a term of 10 years, with an option to extend a further period of two years.</p><p><b>Q&amp;M Dental (</b><b>QC7</b><b>): </b>Medical technology company Acumen Diagnostics announced on Tuesday (Oct 11) that it has won the Ministry of Health’s (MOH) tender to operate one of the sites allocated for Joint Testing and Vaccination Centres (JTVCs).</p><p>The company, which is 51 per cent owned by Q&amp;M Dental Group (Singapore) and 49 per cent owned by Aoxin Q&amp;M Dental Group, bagged a 15-month contract to operate the JTVC from Oct 1, 2022 to Dec 31, 2023.</p><p>Actual operations will start from Nov 21, with the contract estimated to be worth at least S$3.6 million, the company said.</p><p><b>Trek 2000</b> <b>(5AB)</b>: TREK 2000 International’s founder Henn Tan was sentenced to 16 months’ imprisonment on Tuesday (Oct 11) for engaging in conspiracies to falsify accounts, forge documents and deceive external auditors of the firm that developed the ubiquitous thumb drive.</p><p>The 66-year-old former chief executive of mainboard-listed Trek 2000 has been in remand since June, and this period will count towards his jail term.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: SIA Engineering, Q&M Dental, Trek 2000</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: SIA Engineering, Q&M Dental, Trek 2000\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-12 08:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Oct 12):</p><p><b>SIA Engineering (S59):</b> SIA Engineering Company (SIAEC) announced on Oct 12 the signing of an Inventory Technical Management (ITM) Programme with MYAirline, a new low-cost airline based at Kuala Lumpur International Airport.</p><p>Under the programme, SIAEC will provide component support coverage for aircraft and engine spares on-site consignment and pooling support services as well as repair and overhaul support services for MYAirline’s fleet of Airbus A320 aircraft. The agreement has a term of 10 years, with an option to extend a further period of two years.</p><p><b>Q&amp;M Dental (</b><b>QC7</b><b>): </b>Medical technology company Acumen Diagnostics announced on Tuesday (Oct 11) that it has won the Ministry of Health’s (MOH) tender to operate one of the sites allocated for Joint Testing and Vaccination Centres (JTVCs).</p><p>The company, which is 51 per cent owned by Q&amp;M Dental Group (Singapore) and 49 per cent owned by Aoxin Q&amp;M Dental Group, bagged a 15-month contract to operate the JTVC from Oct 1, 2022 to Dec 31, 2023.</p><p>Actual operations will start from Nov 21, with the contract estimated to be worth at least S$3.6 million, the company said.</p><p><b>Trek 2000</b> <b>(5AB)</b>: TREK 2000 International’s founder Henn Tan was sentenced to 16 months’ imprisonment on Tuesday (Oct 11) for engaging in conspiracies to falsify accounts, forge documents and deceive external auditors of the firm that developed the ubiquitous thumb drive.</p><p>The 66-year-old former chief executive of mainboard-listed Trek 2000 has been in remand since June, and this period will count towards his jail term.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S59.SI":"新航工程","Z74.SI":"新电信","QC7.SI":"全民","5AB.SI":"特科国际"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130794261","content_text":"THE following companies saw new developments that may affect trading of their securities on Wednesday (Oct 12):SIA Engineering (S59): SIA Engineering Company (SIAEC) announced on Oct 12 the signing of an Inventory Technical Management (ITM) Programme with MYAirline, a new low-cost airline based at Kuala Lumpur International Airport.Under the programme, SIAEC will provide component support coverage for aircraft and engine spares on-site consignment and pooling support services as well as repair and overhaul support services for MYAirline’s fleet of Airbus A320 aircraft. The agreement has a term of 10 years, with an option to extend a further period of two years.Q&M Dental (QC7): Medical technology company Acumen Diagnostics announced on Tuesday (Oct 11) that it has won the Ministry of Health’s (MOH) tender to operate one of the sites allocated for Joint Testing and Vaccination Centres (JTVCs).The company, which is 51 per cent owned by Q&M Dental Group (Singapore) and 49 per cent owned by Aoxin Q&M Dental Group, bagged a 15-month contract to operate the JTVC from Oct 1, 2022 to Dec 31, 2023.Actual operations will start from Nov 21, with the contract estimated to be worth at least S$3.6 million, the company said.Trek 2000 (5AB): TREK 2000 International’s founder Henn Tan was sentenced to 16 months’ imprisonment on Tuesday (Oct 11) for engaging in conspiracies to falsify accounts, forge documents and deceive external auditors of the firm that developed the ubiquitous thumb drive.The 66-year-old former chief executive of mainboard-listed Trek 2000 has been in remand since June, and this period will count towards his jail term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941218707,"gmtCreate":1680272080809,"gmtModify":1680272084800,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941218707","repostId":"2323103255","repostType":2,"repost":{"id":"2323103255","pubTimestamp":1680275882,"share":"https://ttm.financial/m/news/2323103255?lang=&edition=fundamental","pubTime":"2023-03-31 23:18","market":"us","language":"en","title":"2 Under-the-Radar Gaming Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2323103255","media":"Motley Fool","summary":"Even companies not traditionally considered \"gaming stocks\" invest heavily in gaming segments.","content":"<html><head></head><body><p>In the 2022 bear market, gaming stocks were some of the unexpected losers. The pandemic frontloaded gaming growth in 2020 and 2021 amid the lockdowns, but after consumers returned to pre-pandemic entertainment options, revenue growth in gaming reversed. Industry analysts at Newzoo reported a 4% decline in gaming revenue in 2022, even as the number of players rose to 3.2 billion, up from 3.1 billion in 2021. That decline has hampered growth in companies that are partially or exclusively focused on gaming.</p><p>However, if Newzoo&#39;s forecast of 3.5 billion gamers by 2025 proves true, gaming investors will likely view the 2022 revenue decline as a short-term correction. After all, according to report by Axios, the revenue decline in gaming was largely based in mobile gaming, but these games are gaining popularity in new, &#34;mobile-centric regions&#34; across the world. Meanwhile, PC gaming revenue continues to grow and much of the decline in console-gaming-based revenue could be sourced in lingering supply chain and game development issues from the pandemic.</p><p>As the industry experiences a likely resumption in revenue growth, gaming should again boost the tech sector and provide a catalyst for less conventional video game stocks like <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a> and <a href=\"https://laohu8.com/S/SE\">Sea Limited </a>.</p><h2>1. <a href=\"https://laohu8.com/S/AMD\">AMD</a></h2><p>AMD has gained notoriety in recent years as a semiconductor stock. Its twin expertise in CPUs (central processing units) and GPUs (graphics processing units) has made it a formidable competitor to <strong>Nvidia </strong>and <strong>Intel</strong>. Moreover, it has prospered as the company&#39;s chips have become essential to powering data centers.</p><p>But this success may lead investors to forget its longtime core competency in gaming. Under Lisa Su&#39;s leadership, AMD&#39;s revival has hinged partially on gaming, with the company winning contracts to power <strong>Sony</strong> and <strong>Microsoft</strong>&#39;s newest videogame consoles. Some gaming-related graphics applications have also helped bolster its successful data center business and artificial intelligence (AI) capabilities.</p><p>In 2022, gaming accounted for $6.8 billion of AMD&#39;s revenue, or 29% of the company&#39;s $23.6 billion total. That revenue did not compensate for rising operating and acquisition costs as 2022 net income fell to $1.3 billion versus $3.2 billion in 2021.</p><p>Nonetheless, investors have bid AMD stock higher amid excitement over AI in recent weeks. And though falling profits took its price-to-earnings (P/E) ratio to 106, the forward P/E ratio of 31 implies the stock may not be as expensive as it appears. Such conditions indicate that AMD could benefit from a longer-term recovery in gaming despite the recent surge in the stock price.</p><h2>2. <a href=\"https://laohu8.com/S/SE\">Sea Limited</a></h2><p>Sea Limited may be less familiar to U.S.-based investors. After all, most of its business takes place in Southeast Asia.</p><p>Some investors might know Sea Limited by its Shopee e-commerce platform or its fintech segment, Sea Money. However, the company started with its gaming segment, Garena. And while Garena consists of numerous games, such as <em>Speed Drifter</em> and <em>Arena of Valor</em>, its most popular game is <em>Free Fire</em>, a battle royale game. <em>Free Fire</em> was the most popular downloaded mobile game globally from 2019 to 2021.</p><p>Revenue in Sea Limited&#39;s digital entertainment segment, which includes Garena, fell by 10.3% in 2022. But despite <em>Free Fire</em>&#39;s recent weakness, the segment still comprised $3.9 billion of the company&#39;s $12.4 billion in revenue in 2022. Meanwhile, growth in its e-commerce and digital financial service segments kept Sea Limited on course. As a result, overall revenue rose by 25%.</p><p>Moreover, the cost of revenue and operating expense growth grew at a slower pace. Hence, the 2022 loss of $1.7 billion was less than 2021&#39;s $2 billion loss. With that improvement, the stock has recovered significantly, more than doubling in value from the low of just under $41 per share in November.</p><p>Also, valuations remain relatively reasonable despite that gain, staying below 4 times sales. This compares to early 2021, when the price-to-sales (P/S) ratio exceeded 30. That low sales multiple could mean the stock will surge higher amid a likely resurgence in online gaming.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Under-the-Radar Gaming Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Under-the-Radar Gaming Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/31/2-under-radar-gaming-stocks-buy-hold-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the 2022 bear market, gaming stocks were some of the unexpected losers. The pandemic frontloaded gaming growth in 2020 and 2021 amid the lockdowns, but after consumers returned to pre-pandemic ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/31/2-under-radar-gaming-stocks-buy-hold-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2023/03/31/2-under-radar-gaming-stocks-buy-hold-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323103255","content_text":"In the 2022 bear market, gaming stocks were some of the unexpected losers. The pandemic frontloaded gaming growth in 2020 and 2021 amid the lockdowns, but after consumers returned to pre-pandemic entertainment options, revenue growth in gaming reversed. Industry analysts at Newzoo reported a 4% decline in gaming revenue in 2022, even as the number of players rose to 3.2 billion, up from 3.1 billion in 2021. That decline has hampered growth in companies that are partially or exclusively focused on gaming.However, if Newzoo's forecast of 3.5 billion gamers by 2025 proves true, gaming investors will likely view the 2022 revenue decline as a short-term correction. After all, according to report by Axios, the revenue decline in gaming was largely based in mobile gaming, but these games are gaining popularity in new, \"mobile-centric regions\" across the world. Meanwhile, PC gaming revenue continues to grow and much of the decline in console-gaming-based revenue could be sourced in lingering supply chain and game development issues from the pandemic.As the industry experiences a likely resumption in revenue growth, gaming should again boost the tech sector and provide a catalyst for less conventional video game stocks like Advanced Micro Devices  and Sea Limited .1. AMDAMD has gained notoriety in recent years as a semiconductor stock. Its twin expertise in CPUs (central processing units) and GPUs (graphics processing units) has made it a formidable competitor to Nvidia and Intel. Moreover, it has prospered as the company's chips have become essential to powering data centers.But this success may lead investors to forget its longtime core competency in gaming. Under Lisa Su's leadership, AMD's revival has hinged partially on gaming, with the company winning contracts to power Sony and Microsoft's newest videogame consoles. Some gaming-related graphics applications have also helped bolster its successful data center business and artificial intelligence (AI) capabilities.In 2022, gaming accounted for $6.8 billion of AMD's revenue, or 29% of the company's $23.6 billion total. That revenue did not compensate for rising operating and acquisition costs as 2022 net income fell to $1.3 billion versus $3.2 billion in 2021.Nonetheless, investors have bid AMD stock higher amid excitement over AI in recent weeks. And though falling profits took its price-to-earnings (P/E) ratio to 106, the forward P/E ratio of 31 implies the stock may not be as expensive as it appears. Such conditions indicate that AMD could benefit from a longer-term recovery in gaming despite the recent surge in the stock price.2. Sea LimitedSea Limited may be less familiar to U.S.-based investors. After all, most of its business takes place in Southeast Asia.Some investors might know Sea Limited by its Shopee e-commerce platform or its fintech segment, Sea Money. However, the company started with its gaming segment, Garena. And while Garena consists of numerous games, such as Speed Drifter and Arena of Valor, its most popular game is Free Fire, a battle royale game. Free Fire was the most popular downloaded mobile game globally from 2019 to 2021.Revenue in Sea Limited's digital entertainment segment, which includes Garena, fell by 10.3% in 2022. But despite Free Fire's recent weakness, the segment still comprised $3.9 billion of the company's $12.4 billion in revenue in 2022. Meanwhile, growth in its e-commerce and digital financial service segments kept Sea Limited on course. As a result, overall revenue rose by 25%.Moreover, the cost of revenue and operating expense growth grew at a slower pace. Hence, the 2022 loss of $1.7 billion was less than 2021's $2 billion loss. With that improvement, the stock has recovered significantly, more than doubling in value from the low of just under $41 per share in November.Also, valuations remain relatively reasonable despite that gain, staying below 4 times sales. This compares to early 2021, when the price-to-sales (P/S) ratio exceeded 30. That low sales multiple could mean the stock will surge higher amid a likely resurgence in online gaming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083805953,"gmtCreate":1650085755030,"gmtModify":1676534645082,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$</a>when will the&nbsp;increase happen?&nbsp;","listText":"<a href=\"https://ttm.financial/S/IQ\">$iQiyi Inc.(IQ)$</a>when will the&nbsp;increase happen?&nbsp;","text":"$iQiyi Inc.(IQ)$when will the increase happen?","images":[{"img":"https://community-static.tradeup.com/news/fdda702713dd45192cbc84b0fdd92e5a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083805953","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015291684,"gmtCreate":1649481279885,"gmtModify":1676534519864,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Thanks for the good analysis&nbsp;","listText":"Thanks for the good analysis&nbsp;","text":"Thanks for the good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015291684","repostId":"2226207085","repostType":4,"repost":{"id":"2226207085","pubTimestamp":1649462413,"share":"https://ttm.financial/m/news/2226207085?lang=&edition=fundamental","pubTime":"2022-04-09 08:00","market":"us","language":"en","title":"2 Stocks That Turned $1,000 into $10,000 (or More)","url":"https://stock-news.laohu8.com/highlight/detail?id=2226207085","media":"Motley Fool","summary":"These top brands have made investors plenty since 2012.","content":"<html><head></head><body><p><b>RH</b> and <b>Netflix</b> have made their shareholders massive gains over the past 10 years. Despite a pandemic-driven crash in 2020 and the recent sell-off to start 2022, early investors in these top stocks are sitting on thousands of dollars in gains.</p><p>But with RH and Netflix getting slammed by the market this year, are they still good stocks to buy? Let&#39;s have a look.</p><p><img src=\"https://static.tigerbbs.com/1a62fd0b7ec4bdb82b43c2565c27a978\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>RH data by YCharts.</p><h2>RH</h2><p>It&#39;s difficult to imagine how a furniture company could turn $1,000 into $10,000 in less than 10 years, but that&#39;s the return RH delivered following its initial public offering in November 2012. At RH&#39;s all-time high last year, the value of that small investment would have been briefly worth $24,000. The recent drop in the share price could be a great opportunity to start a position in the fast-growing luxury furniture brand.</p><p>RH is led by visionary CEO Gary Friedman. The company has expanded its luxurious furniture offerings to include a wide collection of solutions for different spaces, including RH Modern, RH Beach House, RH Ski House, RH Rugs, and more.</p><p>Worries over supply-chain issues and inflationary costs have hit the stock hard. The shares are down 55% from their highs, but news of a three-for-<a href=\"https://laohu8.com/S/AONE.U\">one</a> stock split and a better-than-expected earnings report at the end of March has investors feeling more upbeat.</p><p>Indeed, RH reported a revenue increase of 11% year over year in the fiscal fourth quarter. That looks quite strong considering the economic headwinds. The Russia-Ukraine war is an additional headwind. The company cited some softening in demand to start the quarter in relation to that, but management&#39;s guidance still calls for revenue to grow between 7% and 8% in the first quarter.</p><p>Investors don&#39;t have to pay much for growth. At a price-to-earnings ratio of 15, this growth retail stock is a great value at these levels. If the investment by Warren Buffett&#39;s <b>Berkshire Hathaway</b> is any indication, RH still has many years of growth in store.</p><h2>Netflix</h2><p>In 2012, Netflix was transitioning from DVD-by-mail to streaming. It launched its first original series <i>House of Cards</i> in early 2013. A $1,000 investment in early 2012 would be worth $23,000 even after the recent drop in the stock price.</p><p>Wall Street has turned a cold shoulder to the leader in streaming after Netflix reported decelerating subscriber growth throughout 2021. Subscriber growth clocked in at 8.9% in the fourth quarter, which is a far cry from the 20%-plus rates it was posting through 2020.</p><p>Still, Netflix is not done growing by a long shot. There are still plenty of connected TVs around the world without Netflix. The Motion Picture Association reported that the number of streaming subscribers globally grew 14% in 2021 to reach 1.3 billion. That is a nice tailwind for Netflix, sitting at 222 million subscribers. Ultimately, Netflix&#39;s vast library of content should help the service win more share of that massive global market.</p><p>Streaming stocks are still attractive long-term investments. And with Netflix shares trading at a price-to-earnings ratio of 32 -- a valuation that reflects its continued growth potential -- you might not find a better value in this space.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks That Turned $1,000 into $10,000 (or More)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks That Turned $1,000 into $10,000 (or More)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/08/2-stocks-that-turned-1000-into-10000-or-more/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>RH and Netflix have made their shareholders massive gains over the past 10 years. Despite a pandemic-driven crash in 2020 and the recent sell-off to start 2022, early investors in these top stocks are...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/08/2-stocks-that-turned-1000-into-10000-or-more/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4566":"资本集团","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BRK.A":"伯克希尔","NFLX":"奈飞","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4507":"流媒体概念","BK4176":"多领域控股","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2022/04/08/2-stocks-that-turned-1000-into-10000-or-more/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226207085","content_text":"RH and Netflix have made their shareholders massive gains over the past 10 years. Despite a pandemic-driven crash in 2020 and the recent sell-off to start 2022, early investors in these top stocks are sitting on thousands of dollars in gains.But with RH and Netflix getting slammed by the market this year, are they still good stocks to buy? Let's have a look.RH data by YCharts.RHIt's difficult to imagine how a furniture company could turn $1,000 into $10,000 in less than 10 years, but that's the return RH delivered following its initial public offering in November 2012. At RH's all-time high last year, the value of that small investment would have been briefly worth $24,000. The recent drop in the share price could be a great opportunity to start a position in the fast-growing luxury furniture brand.RH is led by visionary CEO Gary Friedman. The company has expanded its luxurious furniture offerings to include a wide collection of solutions for different spaces, including RH Modern, RH Beach House, RH Ski House, RH Rugs, and more.Worries over supply-chain issues and inflationary costs have hit the stock hard. The shares are down 55% from their highs, but news of a three-for-one stock split and a better-than-expected earnings report at the end of March has investors feeling more upbeat.Indeed, RH reported a revenue increase of 11% year over year in the fiscal fourth quarter. That looks quite strong considering the economic headwinds. The Russia-Ukraine war is an additional headwind. The company cited some softening in demand to start the quarter in relation to that, but management's guidance still calls for revenue to grow between 7% and 8% in the first quarter.Investors don't have to pay much for growth. At a price-to-earnings ratio of 15, this growth retail stock is a great value at these levels. If the investment by Warren Buffett's Berkshire Hathaway is any indication, RH still has many years of growth in store.NetflixIn 2012, Netflix was transitioning from DVD-by-mail to streaming. It launched its first original series House of Cards in early 2013. A $1,000 investment in early 2012 would be worth $23,000 even after the recent drop in the stock price.Wall Street has turned a cold shoulder to the leader in streaming after Netflix reported decelerating subscriber growth throughout 2021. Subscriber growth clocked in at 8.9% in the fourth quarter, which is a far cry from the 20%-plus rates it was posting through 2020.Still, Netflix is not done growing by a long shot. There are still plenty of connected TVs around the world without Netflix. The Motion Picture Association reported that the number of streaming subscribers globally grew 14% in 2021 to reach 1.3 billion. That is a nice tailwind for Netflix, sitting at 222 million subscribers. Ultimately, Netflix's vast library of content should help the service win more share of that massive global market.Streaming stocks are still attractive long-term investments. And with Netflix shares trading at a price-to-earnings ratio of 32 -- a valuation that reflects its continued growth potential -- you might not find a better value in this space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944093315,"gmtCreate":1681613984338,"gmtModify":1681613987710,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944093315","repostId":"2327438481","repostType":2,"repost":{"id":"2327438481","pubTimestamp":1681610944,"share":"https://ttm.financial/m/news/2327438481?lang=&edition=fundamental","pubTime":"2023-04-16 10:09","market":"us","language":"en","title":"Apple PC Shipments Plummet In 2023 -- Time to Sell the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2327438481","media":"Motley Fool","summary":"The tech giant is finally showing signs of stress as the personal computing downturn drags on.","content":"<html><head></head><body><p>The tech industry has been working through a glut of PC (personal computer) and smartphone inventories since the second half of 2022. Following a massive upgrade cycle fueled by the work-from-home movement in late 2020 through 2021, the chip shortage loosened up last year just in time for consumer demand to cool off (inflation being but one reason for this). </p><p>PC makers responded by reducing shipments to retail partners until the excess inventory was reduced by consumer purchasing. One standout winner during this mess last year was <strong>Apple</strong>, but it appears the downturn finally came for the iPhone and Mac company.</p><p>Does this mean it&#39;s time to sell Apple stock? </p><h2>Apple Macs plunge more than peers?</h2><p>According to data from tech research firm IDC, global PC shipments in first-quarter 2023 fell a whopping 29% year over year to 56.9 million. This isn&#39;t just a dip below COVID-era highs (80.2 million global PC shipments in Q1 2022, and over 90 million global shipments during the fourth-quarter holiday shopping frenzy of 2021 and 2020). If IDC&#39;s preliminary Q1 2023 figures are correct, 56.9 million PCs would represent a 4% decline from 59.2 million shipments in Q1 2019, and a 6% decline from 60.6 million PCs in Q1 2018.</p><p>Indeed, this is a steep pullback from the rampant consumer tech spending spree over the last couple of years.</p><p>But what may be especially concerning for investors is to see Apple PCs (like Macs and MacBook laptops) fall precipitously, at least according to IDC. The research company&#39;s preliminary estimate is that Q1 2023 Apple Mac shipments plunged 40% year over year to just 4.1 million units. That&#39;s a far steeper drop than the other top PC makers on the list: <strong>Lenovo</strong>, <strong>HP</strong>, <strong>Dell Technologies</strong>, and ASUS.  </p><h2>Don&#39;t panic just yet</h2><p>There&#39;s a caveat to Apple&#39;s PC shipments plunging far more than its peers, though. Macs and MacBooks are premium personal computers, but people are still willing to shell out the extra cash for the Apple emblem. According to IDC&#39;s estimates, Apple still commands the No. 4 spot as far as global PC market share goes, behind Lenovo, HP, and Dell.  </p><p>Apple&#39;s market share of Q1 2023 PC shipments was 7.2%. Though that&#39;s down from its low-teens percentage market share high reached at points in 2022, Apple is nevertheless holding on to its progress. In Q1 2019, before the pandemic started, Apple was in the No. 5 position in market share. At that time, it only shipped 3.9 million Macs and MacBooks, according to IDC estimates, giving it a global PC market share of only 6.6%.</p><p>Quarter-to-quarter shipments can be noisy and distracting. Thus, though Apple PC revenue might be in for some pain when the next quarter&#39;s financials are released (the report comes out May 4, 2023), it appears that Apple is still selling more PCs than it was pre-pandemic -- and commanding greater leadership than it was four years ago. If you own Apple stock, there&#39;s no need to panic. </p><h2>The market saw this coming already</h2><p>There&#39;s another reason to keep it cool: We already knew Apple Mac and MacBook sales were getting hit pretty hard. </p><p>During the last earnings call in February 2023 (for the three-month period ended December 2022), Apple said Mac revenue had fallen 29% year over year to $7.74 billion. The reason, besides a hard-hit global consumer, was a tough comparison to the year prior thanks to the MacBook Pros featuring the brand new in-house designed Apple M-series chip. Apple is now on its second-gen M2 chip, but that isn&#39;t having the same dramatic upside as the initial M-series processor release.  </p><p>Apple CFO Luca Maestri also said to expect Mac revenue to fall by a year-over-year double-digit percentage again in the first few months of 2023, for similar reasons to last quarter. No surprises, then, at IDC&#39;s ugly-looking estimates.</p><p>It&#39;s also worth remembering that the iPhone matters most. iPhone sales made up 56% of Apple revenue at the end of 2022. And regardless of what devices are selling (iPhones, Macs, iPads, Watch, etc.), Apple keeps expanding its total &#34;installed base&#34; of devices in operation, which is the fuel that keeps its stable-growth &#34;services&#34; segment headed higher. Apple said it had reached over 2 billion devices in its installed base during the final months of 2022, double the figure seven years ago.</p><p>Apple stock has rallied 23% so far in 2023, and is just 12% off all-time highs reached a little over a year ago. If you&#39;re an Apple shareholder, there&#39;s no reason to panic-sell the stock now.</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>Apple PC Shipments Plummet In 2023 -- Time to Sell the Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple PC Shipments Plummet In 2023 -- Time to Sell the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-16 10:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/15/apple-pc-shipments-plummet-2023-time-sell-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech industry has been working through a glut of PC (personal computer) and smartphone inventories since the second half of 2022. Following a massive upgrade cycle fueled by the work-from-home ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/15/apple-pc-shipments-plummet-2023-time-sell-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/04/15/apple-pc-shipments-plummet-2023-time-sell-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327438481","content_text":"The tech industry has been working through a glut of PC (personal computer) and smartphone inventories since the second half of 2022. Following a massive upgrade cycle fueled by the work-from-home movement in late 2020 through 2021, the chip shortage loosened up last year just in time for consumer demand to cool off (inflation being but one reason for this). PC makers responded by reducing shipments to retail partners until the excess inventory was reduced by consumer purchasing. One standout winner during this mess last year was Apple, but it appears the downturn finally came for the iPhone and Mac company.Does this mean it's time to sell Apple stock? Apple Macs plunge more than peers?According to data from tech research firm IDC, global PC shipments in first-quarter 2023 fell a whopping 29% year over year to 56.9 million. This isn't just a dip below COVID-era highs (80.2 million global PC shipments in Q1 2022, and over 90 million global shipments during the fourth-quarter holiday shopping frenzy of 2021 and 2020). If IDC's preliminary Q1 2023 figures are correct, 56.9 million PCs would represent a 4% decline from 59.2 million shipments in Q1 2019, and a 6% decline from 60.6 million PCs in Q1 2018.Indeed, this is a steep pullback from the rampant consumer tech spending spree over the last couple of years.But what may be especially concerning for investors is to see Apple PCs (like Macs and MacBook laptops) fall precipitously, at least according to IDC. The research company's preliminary estimate is that Q1 2023 Apple Mac shipments plunged 40% year over year to just 4.1 million units. That's a far steeper drop than the other top PC makers on the list: Lenovo, HP, Dell Technologies, and ASUS.  Don't panic just yetThere's a caveat to Apple's PC shipments plunging far more than its peers, though. Macs and MacBooks are premium personal computers, but people are still willing to shell out the extra cash for the Apple emblem. According to IDC's estimates, Apple still commands the No. 4 spot as far as global PC market share goes, behind Lenovo, HP, and Dell.  Apple's market share of Q1 2023 PC shipments was 7.2%. Though that's down from its low-teens percentage market share high reached at points in 2022, Apple is nevertheless holding on to its progress. In Q1 2019, before the pandemic started, Apple was in the No. 5 position in market share. At that time, it only shipped 3.9 million Macs and MacBooks, according to IDC estimates, giving it a global PC market share of only 6.6%.Quarter-to-quarter shipments can be noisy and distracting. Thus, though Apple PC revenue might be in for some pain when the next quarter's financials are released (the report comes out May 4, 2023), it appears that Apple is still selling more PCs than it was pre-pandemic -- and commanding greater leadership than it was four years ago. If you own Apple stock, there's no need to panic. The market saw this coming alreadyThere's another reason to keep it cool: We already knew Apple Mac and MacBook sales were getting hit pretty hard. During the last earnings call in February 2023 (for the three-month period ended December 2022), Apple said Mac revenue had fallen 29% year over year to $7.74 billion. The reason, besides a hard-hit global consumer, was a tough comparison to the year prior thanks to the MacBook Pros featuring the brand new in-house designed Apple M-series chip. Apple is now on its second-gen M2 chip, but that isn't having the same dramatic upside as the initial M-series processor release.  Apple CFO Luca Maestri also said to expect Mac revenue to fall by a year-over-year double-digit percentage again in the first few months of 2023, for similar reasons to last quarter. No surprises, then, at IDC's ugly-looking estimates.It's also worth remembering that the iPhone matters most. iPhone sales made up 56% of Apple revenue at the end of 2022. And regardless of what devices are selling (iPhones, Macs, iPads, Watch, etc.), Apple keeps expanding its total \"installed base\" of devices in operation, which is the fuel that keeps its stable-growth \"services\" segment headed higher. Apple said it had reached over 2 billion devices in its installed base during the final months of 2022, double the figure seven years ago.Apple stock has rallied 23% so far in 2023, and is just 12% off all-time highs reached a little over a year ago. If you're an Apple shareholder, there's no reason to panic-sell the stock now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903173896,"gmtCreate":1658992668415,"gmtModify":1676536240912,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ESG.SI\">$Lion OCBC Low Carbon(ESG.SI)$</a>hmmm....","listText":"<a href=\"https://ttm.financial/S/ESG.SI\">$Lion OCBC Low Carbon(ESG.SI)$</a>hmmm....","text":"$Lion OCBC Low Carbon(ESG.SI)$hmmm....","images":[{"img":"https://community-static.tradeup.com/news/f2abb3ca1d5cdcca58f836703cf99e99","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9903173896","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9920003895,"gmtCreate":1670385395417,"gmtModify":1676538358079,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Ok good","listText":"Ok good","text":"Ok good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9920003895","repostId":"2289102464","repostType":2,"repost":{"id":"2289102464","pubTimestamp":1670383668,"share":"https://ttm.financial/m/news/2289102464?lang=&edition=fundamental","pubTime":"2022-12-07 11:27","market":"us","language":"en","title":"Apple: Why Buybacks Won't Stop Once It Reaches Cash Neutrality","url":"https://stock-news.laohu8.com/highlight/detail?id=2289102464","media":"Seeking Alpha","summary":"SummaryApple wants to become cash neutral.To do so, it is returning excess cash through buybacks and","content":"<html><head></head><body><p>Summary</p><ul><li>Apple wants to become cash neutral.</li><li>To do so, it is returning excess cash through buybacks and dividends.</li><li>In this article, we will understand what will happen to shareholder returns once the goal is achieved.</li></ul><h2>Introduction</h2><p>One of the issues <a href=\"https://laohu8.com/S/AAPL\">Apple</a> has to face may actually seem a non-existent one: the company has long had more cash, after funding its operations and its investments, than it knows what to do with. What kind of problem is this, one may ask? Well, by sitting on idle mass of liquidity that isn&#39;t used is actually a cost both in terms of management and in terms of loss of purchasing power due to inflation. In addition, Apple had most of its cash outside the U.S. in its foreign subsidiaries and it kept it there in order to avoid repatriation taxes. When the tax reform was approved with the 15.5% repatriation tax rate, Apple started to repatriate $250 billion. This was reported in early 2018. Soon thereafter, Apple disclosed that it would become a cash neutral company.</p><p>In this article, I would like to go over the idea of cash neutrality for those who haven&#39;t yet heard of it and I would like to link this strategy to see how, once it is achieved, it will impact the company&#39;s huge buybacks.</p><h2>What is cash neutrality?</h2><p>During the Q1 2018 earnings call, Luca Maestri, Apple&#39;s CFO, first announced that the company was targeting cash neutrality. These are his words:</p><blockquote>Tax reform will allow us to pursue a more optimal capital structure for our company. Our current net cash position is $163 billion. And given the increased financial and operational flexibility from the access to our foreign cash, we are targeting to become approximately net cash neutral over time. We will provide an update to our specific capital allocation plans when we report results for our second fiscal quarter, consistent with the timing of updates that we have provided in the past.</blockquote><p>Though the idea is very simple, not everyone participating in the earnings call seemed to understand it well and this led Tim Cook to a further explanation:</p><blockquote>What Luca is saying is not cash equals zero. He&#39;s saying there&#39;s an equal amount cash and debt, and that they balance to zero. Just for clarity.</blockquote><p>Now it is clear: cash neutrality means that the net debt position is equal to zero, where cash and debt balance each other. If a company has excess cash, it can reach cash neutrality in two ways: it either lowers its available cash or it raises debt.</p><p>Of course, Apple saw the tax reform as a big opportunity that gave new flexibility thanks to the access to the foreign cash. Before the reform, in fact, Apple used to raise debt to have more available cash in the U.S. as the majority of the cash was overseas. At the beginning of 2018, Apple had $285 billion of cash and $122 billion of debt for a net cash position of $163 billion. Since then the company has been able to deploy this capital. Luca Maestri explained how the company would be in no rush to use all this new available cash at one:</p><blockquote>We will do that overtime, because the amount is very large. As I said earlier, we will be discussing capital allocation plans when we review our March quarter results. And when you look at our track record of what we’ve done over the last several years, you’ve seen that effectively we were returning to our investors essentially about 100% of our free cash flow. And so that is the approach that we’re going to be taking. We’re going to be very thoughtful and deliberate about it. Obviously, we want to make the right decisions in the best interest of our long-term shareholders.</blockquote><p>However, one thing was clear: excess cash will be returned to the shareholders. It is actually what we learn in business school: only cash that can&#39;t be deployed at a high rate of return should be returned to the shareholders in order to make them decide how to deploy it.</p><p>In the following earnings call for Q2 2018, Luca Maestri addressed once again what Apple was thinking about its use of capital:</p><blockquote>The biggest priorities for our cash have not changed over the years. We want to maintain the cash we need to fund our day-to-day operations, to invest in our future, and to provide flexibility so that we can respond effectively to the strategic opportunities we encounter along the way. As we said 90 days ago, the new tax legislation enacted in December gives us increased financial and operational flexibility from the access to our global cash. It allows us to invest for growth in the United States more efficiently and it also provides us the opportunity to work towards a more optimal capital structure. As we said in February, our goal is to become approximately net cash neutral over time.</blockquote><p>In this way, he made it clear that Apple will keep for itself all the cash it needs not only to operate but also to invest and keep on growing. Let&#39;s put it in another way: Apple will fund its operations with its own cash, without using a lot of debt. From these words it is now clearer that Apple will reach cash neutrality mostly by lowering its cash rather than increasing its debt.</p><p>The company could actually raise more debt without many problems because it could simultaneously make some investments that could return an interest income able to completely offset debt interest. However, this doesn&#39;t seem the way Apple wants to take.</p><p>So, how has Apple used its excess cash in these years? The answer is quite simple: share repurchases have been the preferred use of cash, followed by the dividend. In the graph below I wanted to show this starting from 2017, the year before Apple announced its strategy.</p><p></p><p><img src=\"https://static.tigerbbs.com/162d9275fec30efad34d606d47c71977\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author, with data from Seeking Alpha</p><p></p><p>As we can see, Apple more than doubles its share repurchases moving up from $34.77 billion in 2017 to $75.27 billion in 2018. Since then, the company has spent $409 billion just to repurchase its outstanding shares. This has allowed the company to be rather flat in the amount of dividends it is paying. As we can see, in 2018 the company spent $13.71 billion, in 2019 it spent $14.12 billion and in the past year it was just at $14.84. However, Apple&#39;s five-year dividend growth rate is above 8% and this is thanks to the massive share repurchases the company has done.</p><h2>Concerns</h2><p>Some investors are concerned that once Apple will have achieved cash neutrality, its share repurchase program will end or will significantly decrease, causing downward pressure on the stock. However, who fears this forgets that Apple generates an in-pouring flow of free cash flow that is actually growing at a very fast pace actually doubling in the past five years ($41 billion in 2017, $92 billion in 2022).</p><h2>When Apple reaches cash neutrality, it will have to increase buybacks once again</h2><p>I ran a simulation which assumes that in the next five years, Apple will grow its free cash flow by 10% and will increase its share repurchases by 7.7% annually. In the meantime, it will increase its dividend growth by 5% and will increase its debt by 4%. Based on these assumptions, Apple should reach a positive net debt position between 2025 and 2026. However, take a look at what happens in 2027. I also assumed that shares will appreciate 10% annually in order to estimate how many outstanding shares the company will be able to repurchase through its buybacks.</p><p></p><p><img src=\"https://static.tigerbbs.com/72d3d6504d2e65f45c253aa30ddf8352\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p>Let&#39;s use a graph instead a table. We see that at this pace, Apple will reach cash neutrality in 2025 but in just two years it will be heading back to where it came from: excess cash.</p><p></p><p><img src=\"https://static.tigerbbs.com/6266070eb486ebc7b4588c796ff9df72\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author forecast</p><p>So, what will the company have to do in order to keep its cash neutral position? According to its culture, it will have to increase once again share repurchases and its dividends.</p><p>The reason is simple: Apple&#39;s free cash flow is massive and it can really grow by 10% a year. This will keep on creating a massive amount of liquidity that Apple has to return to its shareholders, which will happily receive it.</p><p>Of course, these are estimates based on many assumptions. But I think the trajectory is quite clear and foreseeable.</p><p>This is why I am not worried, but I am actually pleased by the endeavor Apple has undertaken to reach cash neutrality. It is, in my opinion, another sign of how highly efficient this company is, making it a true cornerstone of my portfolio.</p><h2>Conclusion</h2><p>This article ideally follows another one I recently published to show how Apple is managing its balance sheet with carefulness and attention, making it more efficient than other big tech companies such as Google (GOOG) (GOOGL). For those interested in reading why I started looking at Apple&#39;s buyback, I suggest reading this article &#34;The Issue That Google Has And Apple Doesn&#39;t&#34;. I think it is very helpful for investors to understand whether or not they are holding a well-managed company because a strong balance sheet is a fortress against any downturns.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Why Buybacks Won't Stop Once It Reaches Cash Neutrality</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Why Buybacks Won't Stop Once It Reaches Cash Neutrality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 11:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562819-apple-why-buybacks-wont-stop-once-cash-neutral><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple wants to become cash neutral.To do so, it is returning excess cash through buybacks and dividends.In this article, we will understand what will happen to shareholder returns once the goal...</p>\n\n<a href=\"https://seekingalpha.com/article/4562819-apple-why-buybacks-wont-stop-once-cash-neutral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4562819-apple-why-buybacks-wont-stop-once-cash-neutral","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2289102464","content_text":"SummaryApple wants to become cash neutral.To do so, it is returning excess cash through buybacks and dividends.In this article, we will understand what will happen to shareholder returns once the goal is achieved.IntroductionOne of the issues Apple has to face may actually seem a non-existent one: the company has long had more cash, after funding its operations and its investments, than it knows what to do with. What kind of problem is this, one may ask? Well, by sitting on idle mass of liquidity that isn't used is actually a cost both in terms of management and in terms of loss of purchasing power due to inflation. In addition, Apple had most of its cash outside the U.S. in its foreign subsidiaries and it kept it there in order to avoid repatriation taxes. When the tax reform was approved with the 15.5% repatriation tax rate, Apple started to repatriate $250 billion. This was reported in early 2018. Soon thereafter, Apple disclosed that it would become a cash neutral company.In this article, I would like to go over the idea of cash neutrality for those who haven't yet heard of it and I would like to link this strategy to see how, once it is achieved, it will impact the company's huge buybacks.What is cash neutrality?During the Q1 2018 earnings call, Luca Maestri, Apple's CFO, first announced that the company was targeting cash neutrality. These are his words:Tax reform will allow us to pursue a more optimal capital structure for our company. Our current net cash position is $163 billion. And given the increased financial and operational flexibility from the access to our foreign cash, we are targeting to become approximately net cash neutral over time. We will provide an update to our specific capital allocation plans when we report results for our second fiscal quarter, consistent with the timing of updates that we have provided in the past.Though the idea is very simple, not everyone participating in the earnings call seemed to understand it well and this led Tim Cook to a further explanation:What Luca is saying is not cash equals zero. He's saying there's an equal amount cash and debt, and that they balance to zero. Just for clarity.Now it is clear: cash neutrality means that the net debt position is equal to zero, where cash and debt balance each other. If a company has excess cash, it can reach cash neutrality in two ways: it either lowers its available cash or it raises debt.Of course, Apple saw the tax reform as a big opportunity that gave new flexibility thanks to the access to the foreign cash. Before the reform, in fact, Apple used to raise debt to have more available cash in the U.S. as the majority of the cash was overseas. At the beginning of 2018, Apple had $285 billion of cash and $122 billion of debt for a net cash position of $163 billion. Since then the company has been able to deploy this capital. Luca Maestri explained how the company would be in no rush to use all this new available cash at one:We will do that overtime, because the amount is very large. As I said earlier, we will be discussing capital allocation plans when we review our March quarter results. And when you look at our track record of what we’ve done over the last several years, you’ve seen that effectively we were returning to our investors essentially about 100% of our free cash flow. And so that is the approach that we’re going to be taking. We’re going to be very thoughtful and deliberate about it. Obviously, we want to make the right decisions in the best interest of our long-term shareholders.However, one thing was clear: excess cash will be returned to the shareholders. It is actually what we learn in business school: only cash that can't be deployed at a high rate of return should be returned to the shareholders in order to make them decide how to deploy it.In the following earnings call for Q2 2018, Luca Maestri addressed once again what Apple was thinking about its use of capital:The biggest priorities for our cash have not changed over the years. We want to maintain the cash we need to fund our day-to-day operations, to invest in our future, and to provide flexibility so that we can respond effectively to the strategic opportunities we encounter along the way. As we said 90 days ago, the new tax legislation enacted in December gives us increased financial and operational flexibility from the access to our global cash. It allows us to invest for growth in the United States more efficiently and it also provides us the opportunity to work towards a more optimal capital structure. As we said in February, our goal is to become approximately net cash neutral over time.In this way, he made it clear that Apple will keep for itself all the cash it needs not only to operate but also to invest and keep on growing. Let's put it in another way: Apple will fund its operations with its own cash, without using a lot of debt. From these words it is now clearer that Apple will reach cash neutrality mostly by lowering its cash rather than increasing its debt.The company could actually raise more debt without many problems because it could simultaneously make some investments that could return an interest income able to completely offset debt interest. However, this doesn't seem the way Apple wants to take.So, how has Apple used its excess cash in these years? The answer is quite simple: share repurchases have been the preferred use of cash, followed by the dividend. In the graph below I wanted to show this starting from 2017, the year before Apple announced its strategy.Author, with data from Seeking AlphaAs we can see, Apple more than doubles its share repurchases moving up from $34.77 billion in 2017 to $75.27 billion in 2018. Since then, the company has spent $409 billion just to repurchase its outstanding shares. This has allowed the company to be rather flat in the amount of dividends it is paying. As we can see, in 2018 the company spent $13.71 billion, in 2019 it spent $14.12 billion and in the past year it was just at $14.84. However, Apple's five-year dividend growth rate is above 8% and this is thanks to the massive share repurchases the company has done.ConcernsSome investors are concerned that once Apple will have achieved cash neutrality, its share repurchase program will end or will significantly decrease, causing downward pressure on the stock. However, who fears this forgets that Apple generates an in-pouring flow of free cash flow that is actually growing at a very fast pace actually doubling in the past five years ($41 billion in 2017, $92 billion in 2022).When Apple reaches cash neutrality, it will have to increase buybacks once againI ran a simulation which assumes that in the next five years, Apple will grow its free cash flow by 10% and will increase its share repurchases by 7.7% annually. In the meantime, it will increase its dividend growth by 5% and will increase its debt by 4%. Based on these assumptions, Apple should reach a positive net debt position between 2025 and 2026. However, take a look at what happens in 2027. I also assumed that shares will appreciate 10% annually in order to estimate how many outstanding shares the company will be able to repurchase through its buybacks.AuthorLet's use a graph instead a table. We see that at this pace, Apple will reach cash neutrality in 2025 but in just two years it will be heading back to where it came from: excess cash.Author forecastSo, what will the company have to do in order to keep its cash neutral position? According to its culture, it will have to increase once again share repurchases and its dividends.The reason is simple: Apple's free cash flow is massive and it can really grow by 10% a year. This will keep on creating a massive amount of liquidity that Apple has to return to its shareholders, which will happily receive it.Of course, these are estimates based on many assumptions. But I think the trajectory is quite clear and foreseeable.This is why I am not worried, but I am actually pleased by the endeavor Apple has undertaken to reach cash neutrality. It is, in my opinion, another sign of how highly efficient this company is, making it a true cornerstone of my portfolio.ConclusionThis article ideally follows another one I recently published to show how Apple is managing its balance sheet with carefulness and attention, making it more efficient than other big tech companies such as Google (GOOG) (GOOGL). For those interested in reading why I started looking at Apple's buyback, I suggest reading this article \"The Issue That Google Has And Apple Doesn't\". I think it is very helpful for investors to understand whether or not they are holding a well-managed company because a strong balance sheet is a fortress against any downturns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915291697,"gmtCreate":1665036242919,"gmtModify":1676537547882,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915291697","repostId":"2273288208","repostType":2,"repost":{"id":"2273288208","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":1665028070,"share":"https://ttm.financial/m/news/2273288208?lang=&edition=fundamental","pubTime":"2022-10-06 11:47","market":"us","language":"en","title":"Traders Pile Into Boom-or-Bust Options to Play Stock Market Volatility","url":"https://stock-news.laohu8.com/highlight/detail?id=2273288208","media":"Dow Jones","summary":"Activity in the market for stock options is hitting a fever pitch, with many rushing to trades expir","content":"<html><head></head><body><p>Activity in the market for stock options is hitting a fever pitch, with many rushing to trades expiring within mere hours or days to play the wild market swings.</p><p>Options contracts that expire in less than a week make up about half of all activity in the U.S.-listed options market, according to the derivatives-analytics firm SpotGamma. That is up from around 45% last year and roughly a third of all activity in 2019.</p><p><img src=\"https://static.tigerbbs.com/a528a44e5ba3f6fbbfebea652cb7c1cc\" tg-width=\"738\" tg-height=\"512\" width=\"100%\" height=\"auto\"/></p><p>Options give traders the right to buy or sell shares at a stated price, by a specific date. Scooping up short-dated options allows traders to turbocharge their wagers during one of the most volatile years since the 2008 financial crisis.</p><p>For some, the short-lived trades are a way to profit from the sharp one-day moves that have become a feature of the market this year and to ride the intraday momentum. Others have tapped the trades to manage risk in their portfolios during a turbulent period.</p><p>&#34;Speculators love them,&#34; said Steve Sosnick, chief market strategist at the electronic brokerage Interactive Brokers, on options with the shortest expiries. &#34;If you&#39;re speculating, you don&#39;t necessarily want to think about the move in three months -- you want to think of the move tomorrow.&#34;</p><p>The S&amp;P 500 just logged its worst performance through the first nine months of any year since 2002. And the head-spinning stock moves have continued at the start of the fourth quarter. The market index has gained 5.5% to start the week, including its best two-day return since April 2020. It is still down 21% in 2022.</p><p>The sharp swings haven&#39;t been limited to the broader market. Twitter Inc. shares jumped 22% on Tuesday after Elon Musk indicated that he would move forward with his deal to buy the company. On Wednesday, more than 1.1 million options contracts tied to the stock exchanged hands, a greater than sixfold increase from typical levels, according to Cboe Global Markets. The most actively traded contracts were those expiring Friday.</p><p>Options have boomed in popularity in recent years, with many institutional and individual investors piling in since the onset of the Covid-19 pandemic. Overall activity is on pace for another record-breaking year, with more than 40 million contracts changing hands on an average day in 2022.</p><p>Shorter-dated options can be cheaper to trade, while giving traders the opportunity for explosive returns if their bets prove correct, Mr. Sosnick said.</p><p>The price of an option can change rapidly as it approaches the expiration date, allowing buyers to profit quickly if the market moves in their favor. Alternatively, the approaching expiration date can be attractive for sellers looking to lock in income earned from selling an options contract, if its value collapses. These approaches can be risky and saddle traders with big losses.</p><p>Julien Stouff, founder of the hedge-fund firm Stouff Capital in Geneva, said he bought S&amp;P 500 options that expired the same day to profit from the stock rally at the beginning of the week. He embarked on the trade before the U.S. stock market&#39;s opening bell Monday and tapped a similar trade Tuesday.</p><p>Mr. Stouff said the trades allow him to manage his risk in a tricky market, one that has been prone to big swings in both directions and in which rallies so far have been short-lived. Even though he said he thinks this week&#39;s rebound will eventually fizzle, the options have allowed him to profit from the momentum higher.</p><p>&#34;This market is very dangerous,&#34; Mr. Stouff said. &#34;Everyday is a new day, it&#39;s a new market.&#34;</p><p><img src=\"https://static.tigerbbs.com/3819d6d891496a8dcf918fba77d08d48\" tg-width=\"734\" tg-height=\"525\" width=\"100%\" height=\"auto\"/></p><p>Cboe Global Markets has introduced extra weekly options expiration dates this year, fueling greater activity and helping to send S&amp;P 500 index options volume for contracts expiring within a day to a high in September.</p><p>Of course, many traders have also looked to profit from declines in the market or hedge their portfolios. The latest bout of volatility has been dotted with heavy activity in put options trading, which has surged to the highest level since 2008. That suggests many traders are turning to bearish trades to profit from market declines or protect themselves from further losses.</p><p>Facing one of the most uncertain times for the economy in years, traders have turned to index options, rather than options on individual stocks, to place broad-based bets on the market. That is a shift from the meme-stock-mania and excitement surrounding shares of individual companies that dominated markets in early 2021.</p><p>More than 60% of options trades tied to indexes are those expiring in nine days or less, up from around 40% in January 2021, according to the data provider OptionMetrics. In total, options tied to roughly $1.6 trillion of stock indexes and exchange-traded funds change hands each day, nearly eight times the $204 billion of individual stocks, according to a Goldman Sachs analysis of OptionMetrics data.</p><p><img src=\"https://static.tigerbbs.com/f214c42f33453c845d719f60c10c8461\" tg-width=\"733\" tg-height=\"519\" width=\"100%\" height=\"auto\"/></p><p>It isn&#39;t all speculation. Another reason short-dated options have become so popular is risk management, said Benn Eifert, chief investment officer of the hedge-fund firm QVR Advisors, which uses complex derivatives strategies.</p><p>&#34;Every market maker, large Wall Street bank and hedge fund like us uses short-dated options on a day-to-day basis to manage risk more precisely, &#34; said Mr. Eifert.</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>Traders Pile Into Boom-or-Bust Options to Play Stock Market Volatility</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\">\nTraders Pile Into Boom-or-Bust Options to Play Stock Market Volatility\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\">2022-10-06 11:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Activity in the market for stock options is hitting a fever pitch, with many rushing to trades expiring within mere hours or days to play the wild market swings.</p><p>Options contracts that expire in less than a week make up about half of all activity in the U.S.-listed options market, according to the derivatives-analytics firm SpotGamma. That is up from around 45% last year and roughly a third of all activity in 2019.</p><p><img src=\"https://static.tigerbbs.com/a528a44e5ba3f6fbbfebea652cb7c1cc\" tg-width=\"738\" tg-height=\"512\" width=\"100%\" height=\"auto\"/></p><p>Options give traders the right to buy or sell shares at a stated price, by a specific date. Scooping up short-dated options allows traders to turbocharge their wagers during one of the most volatile years since the 2008 financial crisis.</p><p>For some, the short-lived trades are a way to profit from the sharp one-day moves that have become a feature of the market this year and to ride the intraday momentum. Others have tapped the trades to manage risk in their portfolios during a turbulent period.</p><p>&#34;Speculators love them,&#34; said Steve Sosnick, chief market strategist at the electronic brokerage Interactive Brokers, on options with the shortest expiries. &#34;If you&#39;re speculating, you don&#39;t necessarily want to think about the move in three months -- you want to think of the move tomorrow.&#34;</p><p>The S&amp;P 500 just logged its worst performance through the first nine months of any year since 2002. And the head-spinning stock moves have continued at the start of the fourth quarter. The market index has gained 5.5% to start the week, including its best two-day return since April 2020. It is still down 21% in 2022.</p><p>The sharp swings haven&#39;t been limited to the broader market. Twitter Inc. shares jumped 22% on Tuesday after Elon Musk indicated that he would move forward with his deal to buy the company. On Wednesday, more than 1.1 million options contracts tied to the stock exchanged hands, a greater than sixfold increase from typical levels, according to Cboe Global Markets. The most actively traded contracts were those expiring Friday.</p><p>Options have boomed in popularity in recent years, with many institutional and individual investors piling in since the onset of the Covid-19 pandemic. Overall activity is on pace for another record-breaking year, with more than 40 million contracts changing hands on an average day in 2022.</p><p>Shorter-dated options can be cheaper to trade, while giving traders the opportunity for explosive returns if their bets prove correct, Mr. Sosnick said.</p><p>The price of an option can change rapidly as it approaches the expiration date, allowing buyers to profit quickly if the market moves in their favor. Alternatively, the approaching expiration date can be attractive for sellers looking to lock in income earned from selling an options contract, if its value collapses. These approaches can be risky and saddle traders with big losses.</p><p>Julien Stouff, founder of the hedge-fund firm Stouff Capital in Geneva, said he bought S&amp;P 500 options that expired the same day to profit from the stock rally at the beginning of the week. He embarked on the trade before the U.S. stock market&#39;s opening bell Monday and tapped a similar trade Tuesday.</p><p>Mr. Stouff said the trades allow him to manage his risk in a tricky market, one that has been prone to big swings in both directions and in which rallies so far have been short-lived. Even though he said he thinks this week&#39;s rebound will eventually fizzle, the options have allowed him to profit from the momentum higher.</p><p>&#34;This market is very dangerous,&#34; Mr. Stouff said. &#34;Everyday is a new day, it&#39;s a new market.&#34;</p><p><img src=\"https://static.tigerbbs.com/3819d6d891496a8dcf918fba77d08d48\" tg-width=\"734\" tg-height=\"525\" width=\"100%\" height=\"auto\"/></p><p>Cboe Global Markets has introduced extra weekly options expiration dates this year, fueling greater activity and helping to send S&amp;P 500 index options volume for contracts expiring within a day to a high in September.</p><p>Of course, many traders have also looked to profit from declines in the market or hedge their portfolios. The latest bout of volatility has been dotted with heavy activity in put options trading, which has surged to the highest level since 2008. That suggests many traders are turning to bearish trades to profit from market declines or protect themselves from further losses.</p><p>Facing one of the most uncertain times for the economy in years, traders have turned to index options, rather than options on individual stocks, to place broad-based bets on the market. That is a shift from the meme-stock-mania and excitement surrounding shares of individual companies that dominated markets in early 2021.</p><p>More than 60% of options trades tied to indexes are those expiring in nine days or less, up from around 40% in January 2021, according to the data provider OptionMetrics. In total, options tied to roughly $1.6 trillion of stock indexes and exchange-traded funds change hands each day, nearly eight times the $204 billion of individual stocks, according to a Goldman Sachs analysis of OptionMetrics data.</p><p><img src=\"https://static.tigerbbs.com/f214c42f33453c845d719f60c10c8461\" tg-width=\"733\" tg-height=\"519\" width=\"100%\" height=\"auto\"/></p><p>It isn&#39;t all speculation. Another reason short-dated options have become so popular is risk management, said Benn Eifert, chief investment officer of the hedge-fund firm QVR Advisors, which uses complex derivatives strategies.</p><p>&#34;Every market maker, large Wall Street bank and hedge fund like us uses short-dated options on a day-to-day basis to manage risk more precisely, &#34; said Mr. Eifert.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273288208","content_text":"Activity in the market for stock options is hitting a fever pitch, with many rushing to trades expiring within mere hours or days to play the wild market swings.Options contracts that expire in less than a week make up about half of all activity in the U.S.-listed options market, according to the derivatives-analytics firm SpotGamma. That is up from around 45% last year and roughly a third of all activity in 2019.Options give traders the right to buy or sell shares at a stated price, by a specific date. Scooping up short-dated options allows traders to turbocharge their wagers during one of the most volatile years since the 2008 financial crisis.For some, the short-lived trades are a way to profit from the sharp one-day moves that have become a feature of the market this year and to ride the intraday momentum. Others have tapped the trades to manage risk in their portfolios during a turbulent period.\"Speculators love them,\" said Steve Sosnick, chief market strategist at the electronic brokerage Interactive Brokers, on options with the shortest expiries. \"If you're speculating, you don't necessarily want to think about the move in three months -- you want to think of the move tomorrow.\"The S&P 500 just logged its worst performance through the first nine months of any year since 2002. And the head-spinning stock moves have continued at the start of the fourth quarter. The market index has gained 5.5% to start the week, including its best two-day return since April 2020. It is still down 21% in 2022.The sharp swings haven't been limited to the broader market. Twitter Inc. shares jumped 22% on Tuesday after Elon Musk indicated that he would move forward with his deal to buy the company. On Wednesday, more than 1.1 million options contracts tied to the stock exchanged hands, a greater than sixfold increase from typical levels, according to Cboe Global Markets. The most actively traded contracts were those expiring Friday.Options have boomed in popularity in recent years, with many institutional and individual investors piling in since the onset of the Covid-19 pandemic. Overall activity is on pace for another record-breaking year, with more than 40 million contracts changing hands on an average day in 2022.Shorter-dated options can be cheaper to trade, while giving traders the opportunity for explosive returns if their bets prove correct, Mr. Sosnick said.The price of an option can change rapidly as it approaches the expiration date, allowing buyers to profit quickly if the market moves in their favor. Alternatively, the approaching expiration date can be attractive for sellers looking to lock in income earned from selling an options contract, if its value collapses. These approaches can be risky and saddle traders with big losses.Julien Stouff, founder of the hedge-fund firm Stouff Capital in Geneva, said he bought S&P 500 options that expired the same day to profit from the stock rally at the beginning of the week. He embarked on the trade before the U.S. stock market's opening bell Monday and tapped a similar trade Tuesday.Mr. Stouff said the trades allow him to manage his risk in a tricky market, one that has been prone to big swings in both directions and in which rallies so far have been short-lived. Even though he said he thinks this week's rebound will eventually fizzle, the options have allowed him to profit from the momentum higher.\"This market is very dangerous,\" Mr. Stouff said. \"Everyday is a new day, it's a new market.\"Cboe Global Markets has introduced extra weekly options expiration dates this year, fueling greater activity and helping to send S&P 500 index options volume for contracts expiring within a day to a high in September.Of course, many traders have also looked to profit from declines in the market or hedge their portfolios. The latest bout of volatility has been dotted with heavy activity in put options trading, which has surged to the highest level since 2008. That suggests many traders are turning to bearish trades to profit from market declines or protect themselves from further losses.Facing one of the most uncertain times for the economy in years, traders have turned to index options, rather than options on individual stocks, to place broad-based bets on the market. That is a shift from the meme-stock-mania and excitement surrounding shares of individual companies that dominated markets in early 2021.More than 60% of options trades tied to indexes are those expiring in nine days or less, up from around 40% in January 2021, according to the data provider OptionMetrics. In total, options tied to roughly $1.6 trillion of stock indexes and exchange-traded funds change hands each day, nearly eight times the $204 billion of individual stocks, according to a Goldman Sachs analysis of OptionMetrics data.It isn't all speculation. Another reason short-dated options have become so popular is risk management, said Benn Eifert, chief investment officer of the hedge-fund firm QVR Advisors, which uses complex derivatives strategies.\"Every market maker, large Wall Street bank and hedge fund like us uses short-dated options on a day-to-day basis to manage risk more precisely, \" said Mr. Eifert.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021113559,"gmtCreate":1653011831471,"gmtModify":1676535207925,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021113559","repostId":"1181397517","repostType":2,"repost":{"id":"1181397517","pubTimestamp":1653009955,"share":"https://ttm.financial/m/news/1181397517?lang=&edition=fundamental","pubTime":"2022-05-20 09:25","market":"us","language":"en","title":"Dear Amazon Stock Fans, Mark Your Calendars for May 25","url":"https://stock-news.laohu8.com/highlight/detail?id=1181397517","media":"InvestorPlace","summary":"The Amazon stock split may come as a buy sign for investors interested in the hard-hit company","content":"<html><head></head><body><ul><li><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) investors will have the chance to vote on a stock split on May 25</li><li>Its board of directors approved a 20-for-1 stock split earlier this month</li><li>AMZN stock has been falling since the company’s unfortunate earnings report last month</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56a691fc6108cda2e6fed16515d38f8d\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Mike Mareen / Shutterstock.com</span></p><p><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>) stock is trading in the red today despite its anticipated stock split coming later this month. Shares closed down more than 7% as investors consider jumping back into the discounted stock ahead of its split.</p><p>On May 25, Amazon shareholders will have the chance to vote on the proposed 20-for-1 stock split. The split doesn’t have any direct affect on the stock’s value, or Amazon’s market capitalization, but rather divides each share of the company into 20 pieces. As such, using today’s price of $2,142.25 per share, each investor would hold 20 shares priced at $107.11.</p><p>The split may come as a benefit to the company by offering investors a cheaper price point to invest in the business. Rather than needing to shell out the full $2,000 for one share, traders can buy in at a smaller price point.</p><p>Should Amazon investors feel the move is prudent, the stock split will occur on June 3 of this year.</p><p>Stock splits have been increasingly popular among large-cap tech companies. <b>Alphabet</b> (NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) also recently announced a split this past February.</p><p>Given the company’s decline in share price recently, the chance to make Amazon stock a bit more appealing to traders seems like a strong opportunity for the company.</p><p><b>AMZN Stock Falls Near 2-Year Low as Market Declines</b></p><p>Amazon stock has seen better days in the market. Shares have plummeted in value since the company disclosed an apparent e-commerce slowdown in its recent earnings call on April 28.</p><p>Indeed in its fiscal first quarter, the company saw its operating cash flow drop more than 40%, alongside decreased operating income. Amazon also reported a net loss of $3.8 billion in the March quarter, its first quarterly loss since 2015. Like most companies falling at the moment, Amazon cited inflation, the pandemic, and war in Ukraine as the primary culprits behind the online retailer’s slowed growth.</p><p>Amazon investors will surely be waiting for May 25 to voice their thoughts on the proposed stock split.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dear Amazon Stock Fans, Mark Your Calendars for May 25</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDear Amazon Stock Fans, Mark Your Calendars for May 25\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon (NASDAQ:AMZN) investors will have the chance to vote on a stock split on May 25Its board of directors approved a 20-for-1 stock split earlier this monthAMZN stock has been falling since the ...</p>\n\n<a href=\"https://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/\">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://investorplace.com/2022/05/dear-amzn-stock-fans-mark-your-calendars-for-may-25/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181397517","content_text":"Amazon (NASDAQ:AMZN) investors will have the chance to vote on a stock split on May 25Its board of directors approved a 20-for-1 stock split earlier this monthAMZN stock has been falling since the company’s unfortunate earnings report last monthSource: Mike Mareen / Shutterstock.comAmazon (NASDAQ:AMZN) stock is trading in the red today despite its anticipated stock split coming later this month. Shares closed down more than 7% as investors consider jumping back into the discounted stock ahead of its split.On May 25, Amazon shareholders will have the chance to vote on the proposed 20-for-1 stock split. The split doesn’t have any direct affect on the stock’s value, or Amazon’s market capitalization, but rather divides each share of the company into 20 pieces. As such, using today’s price of $2,142.25 per share, each investor would hold 20 shares priced at $107.11.The split may come as a benefit to the company by offering investors a cheaper price point to invest in the business. Rather than needing to shell out the full $2,000 for one share, traders can buy in at a smaller price point.Should Amazon investors feel the move is prudent, the stock split will occur on June 3 of this year.Stock splits have been increasingly popular among large-cap tech companies. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) also recently announced a split this past February.Given the company’s decline in share price recently, the chance to make Amazon stock a bit more appealing to traders seems like a strong opportunity for the company.AMZN Stock Falls Near 2-Year Low as Market DeclinesAmazon stock has seen better days in the market. Shares have plummeted in value since the company disclosed an apparent e-commerce slowdown in its recent earnings call on April 28.Indeed in its fiscal first quarter, the company saw its operating cash flow drop more than 40%, alongside decreased operating income. Amazon also reported a net loss of $3.8 billion in the March quarter, its first quarterly loss since 2015. Like most companies falling at the moment, Amazon cited inflation, the pandemic, and war in Ukraine as the primary culprits behind the online retailer’s slowed growth.Amazon investors will surely be waiting for May 25 to voice their thoughts on the proposed stock split.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023495639,"gmtCreate":1652942773521,"gmtModify":1676535193589,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023495639","repostId":"2236797581","repostType":2,"repost":{"id":"2236797581","pubTimestamp":1652932286,"share":"https://ttm.financial/m/news/2236797581?lang=&edition=fundamental","pubTime":"2022-05-19 11:51","market":"us","language":"en","title":"Tesla: Timing Is Everything","url":"https://stock-news.laohu8.com/highlight/detail?id=2236797581","media":"seekingalpha","summary":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>You hear a lot about timing when it comes to the stock market.</li><li>“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.</li><li>You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.</li><li>Even so, I do agree, &#34;time in&#34; the market, not &#34;timing&#34; the market, creates true wealth, as my father would say.</li><li>In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a1229b9c7f7f78df1d901d2fde69ea\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Sjo/iStock Unreleased via Getty Images</span></p><p><b>Why now is an ideal time to buy Tesla</b></p><p>Yes, yes I know you can&#39;t time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.</p><p><b>First things first</b></p><p>I would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.</p><p>The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.</p><p><b>Tesla is not a “car” stock</b></p><p>I submit Tesla is not a car stock. It’s a long duration &#34;story&#34; stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They&#39;re commonly referred to as &#34;long-duration assets.&#34;</p><p>Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it&#39;s more akin to the rumble between the Greasers and the Socs in the movie &#34;The Outsiders&#34; than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here&#39;s why.</p><p><b>Tesla revenue 5 year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab99bfe7748553a39961171fad2fc738\" tg-width=\"640\" tg-height=\"213\" width=\"100%\" height=\"auto\"/><span>5-year revenue growth (YCharts)</span></p><p><b>Tesla gross profit 5-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ac0c43a94e2f8a570de132e416f31d\" tg-width=\"640\" tg-height=\"208\" width=\"100%\" height=\"auto\"/><span>5-year Gross profit Growth (YCharts)</span></p><p>Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.</p><p><b>Lots of new competition, yes but…</b></p><p>There&#39;s a lot of new EV competitors in the space. There&#39;s no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary <a href=\"https://laohu8.com/S/AONE.U\">one</a> is Tesla’s charging infrastructure.</p><p><b>Tesla’s vastly superior charging infrastructure</b></p><p>My friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.</p><p><b>Tesla Super charging station map</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8250ffd495c652144b8dce9d70a2fc2\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"/><span>Tesla North American Supercharging Station Map (Tesla.com)</span></p><p>With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.</p><p>The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.</p><p><b>Tesla 10-year return on investment</b></p><p>I made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.</p><p><b>Tesla 10-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c6f4a069c5d0a8d1c46387167c52d8f\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"/><span>Tesla Long-term Chart (Finviz)</span></p><p>A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&amp;P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I&#39;m 10 years older now. At nearly, 60, my priorities have changed. I&#39;m transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.</p><p>Even so, I&#39;m not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.</p><p><b>Tesla technical analysis</b></p><p>Tesla’s stock fallen 25% since I took profits on my long-term position.</p><p><b>Tesla current chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/792ea9bbefed3d777ecfcc34810ab1eb\" tg-width=\"640\" tg-height=\"199\" width=\"100%\" height=\"auto\"/><span>Tesla Current Chart (Finviz)</span></p><p>I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.</p><p><b>The Wrap Up</b></p><p>I believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That&#39;s a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there&#39;s plenty of room for some competition with the expansive total addressable EV market.</p><p>The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.</p><p><b>Final Note</b></p><p>The stock market is under pressure again as I wrap up this piece. There&#39;s a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.</p><p>My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Timing Is Everything</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Timing Is Everything\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512969-tesla-timing-is-everything><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512969-tesla-timing-is-everything\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4512969-tesla-timing-is-everything","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236797581","content_text":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.Even so, I do agree, \"time in\" the market, not \"timing\" the market, creates true wealth, as my father would say.In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.Sjo/iStock Unreleased via Getty ImagesWhy now is an ideal time to buy TeslaYes, yes I know you can't time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.First things firstI would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.Tesla is not a “car” stockI submit Tesla is not a car stock. It’s a long duration \"story\" stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They're commonly referred to as \"long-duration assets.\"Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it's more akin to the rumble between the Greasers and the Socs in the movie \"The Outsiders\" than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here's why.Tesla revenue 5 year chart5-year revenue growth (YCharts)Tesla gross profit 5-year chart5-year Gross profit Growth (YCharts)Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.Lots of new competition, yes but…There's a lot of new EV competitors in the space. There's no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary one is Tesla’s charging infrastructure.Tesla’s vastly superior charging infrastructureMy friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.Tesla Super charging station mapTesla North American Supercharging Station Map (Tesla.com)With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.Tesla 10-year return on investmentI made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.Tesla 10-year chartTesla Long-term Chart (Finviz)A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I'm 10 years older now. At nearly, 60, my priorities have changed. I'm transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.Even so, I'm not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.Tesla technical analysisTesla’s stock fallen 25% since I took profits on my long-term position.Tesla current chartTesla Current Chart (Finviz)I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s Twitter (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.The Wrap UpI believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That's a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there's plenty of room for some competition with the expansive total addressable EV market.The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.Final NoteThe stock market is under pressure again as I wrap up this piece. There's a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988839267,"gmtCreate":1666712475359,"gmtModify":1676537794480,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988839267","repostId":"2278020272","repostType":2,"repost":{"id":"2278020272","pubTimestamp":1666700972,"share":"https://ttm.financial/m/news/2278020272?lang=&edition=fundamental","pubTime":"2022-10-25 20:29","market":"us","language":"en","title":"Apple: You Have Been Warned","url":"https://stock-news.laohu8.com/highlight/detail?id=2278020272","media":"Seeking Alpha","summary":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the dem","content":"<html><head></head><body><h2>Summary</h2><ul><li>While iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.</li><li>The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.</li><li>China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.</li><li>My 1-year target price for Apple is $135. This represents an 8% downside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f69d8740cc2bafe8656b09f1d0bcff\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Ivan-balvan</span></p><p>In my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14&#39;s low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.</p><p>In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter&#39;s earnings report.</p><h2>Investment thesis</h2><p>I continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.</p><p>Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.</p><p>All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.</p><h2>Demand for iPhones falling off after the initial strong response</h2><p>According to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.</p><p>We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region&#39;s strength has actually resulted in an almost 30% sell-through for the iPhone.</p><p>As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9509834e5f505bcb3a9da3aa70fc47f\" tg-width=\"536\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>iPhone availability in the US (UBS)</span></p><p>However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0450e3eda6b8a53cacc483158a045d03\" tg-width=\"524\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)</span></p><h2>Declining demand and the implications for near-term results</h2><p>As I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.</p><p>While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.</p><p>As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.</p><h2>China weakness remains a near-term headwind</h2><p>There are worrying trends for Apple&#39;s iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.</p><p>This is because China&#39;s economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.</p><p>Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.</p><h2>Valuation</h2><p>My 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple&#39;s FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.</p><p>Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.</p><h2>Risks</h2><h3>Weakening macroeconomic environment</h3><p>The global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.</p><p>For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple&#39;s products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.</p><h3>China demand</h3><p>As the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.</p><h3>Market share loss in smartphone markets</h3><p>I continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple&#39;s current dominant position in the industry.</p><h2>Conclusion</h2><p>To sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.</p><p><i>This article is written by </i><i>Simple Investing</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: You Have Been Warned</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: You Have Been Warned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 20:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278020272","content_text":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.My 1-year target price for Apple is $135. This represents an 8% downside from current levels.Ivan-balvanIn my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14's low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter's earnings report.Investment thesisI continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.Demand for iPhones falling off after the initial strong responseAccording to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region's strength has actually resulted in an almost 30% sell-through for the iPhone.As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.iPhone availability in the US (UBS)However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)Declining demand and the implications for near-term resultsAs I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.China weakness remains a near-term headwindThere are worrying trends for Apple's iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.This is because China's economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.ValuationMy 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple's FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.RisksWeakening macroeconomic environmentThe global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple's products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.China demandAs the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.Market share loss in smartphone marketsI continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple's current dominant position in the industry.ConclusionTo sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.This article is written by Simple Investing for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999625575,"gmtCreate":1660526847699,"gmtModify":1676533486174,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999625575","repostId":"2259778093","repostType":2,"repost":{"id":"2259778093","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":1660525993,"share":"https://ttm.financial/m/news/2259778093?lang=&edition=fundamental","pubTime":"2022-08-15 09:13","market":"us","language":"en","title":"It's a Good Time to Buy Stock in Warren Buffett's Berkshire Hathaway, Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=2259778093","media":"Dow Jones","summary":"Berkshire Hathaway has never been in better shape. Its stock looks appealing after pulling back more","content":"<html><head></head><body><p>Berkshire Hathaway has never been in better shape. Its stock looks appealing after pulling back more than 15% from its record high in March.</p><p>The conglomerate&#39;s operating profits were up 22% in the second quarter, excluding foreign-exchange gains, powered by a 56% gain in investment income. Berkshire&#39;sannual operating income is running at more than $30 billion after taxes.</p><p>CEO Warren Buffett&#39;s equity purchases this year, including Chevron <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a>, are contributing to increased dividend income, and higher short rates are lifting interest income on Berkshire&#39;s $105 billion of cash and equivalents.</p><p>The Class A shares, at about $448,000, trade for 1.3 times estimated Sept. 30 book value, against an average of 1.4 times in recent years. The price/earnings multiple, at 22 times this year&#39;s projected earnings, also looks attractive, given the company&#39;s financial strength and defensive attributes.</p><p>Most of the handful of Wall Street analysts covering Berkshire are neutral on the stock, but they may be giving Buffett insufficient credit. Morningstar analyst Greggory Warren calls the company &#34;modestly undervalued,&#34; citing the wide moat around its businesses. He has a price target on the Class A shares of $535,000.</p><p>Buffett, who turns 92 later in August, continues to look for what he calls an elephant-size acquisition. Some think it could be Occidental Petroleum <a href=\"https://laohu8.com/S/OXY\">$(OXY)$</a>, in which Berkshire already holds a 20% stake. Buying OXY could cost Berkshire an additional $60 billion, doable given its balance sheet.</p><p>Many Berkshire holders would like to see Buffett get more aggressive on stock buybacks. Berkshire repurchased just $1 billion of stock in the second quarter, down from $3.2 billion in the first quarter and an average of about $7 billion a quarter in 2021.</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>It's a Good Time to Buy Stock in Warren Buffett's Berkshire Hathaway, Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's a Good Time to Buy Stock in Warren Buffett's Berkshire Hathaway, Here's Why\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\">2022-08-15 09:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Berkshire Hathaway has never been in better shape. Its stock looks appealing after pulling back more than 15% from its record high in March.</p><p>The conglomerate&#39;s operating profits were up 22% in the second quarter, excluding foreign-exchange gains, powered by a 56% gain in investment income. Berkshire&#39;sannual operating income is running at more than $30 billion after taxes.</p><p>CEO Warren Buffett&#39;s equity purchases this year, including Chevron <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a>, are contributing to increased dividend income, and higher short rates are lifting interest income on Berkshire&#39;s $105 billion of cash and equivalents.</p><p>The Class A shares, at about $448,000, trade for 1.3 times estimated Sept. 30 book value, against an average of 1.4 times in recent years. The price/earnings multiple, at 22 times this year&#39;s projected earnings, also looks attractive, given the company&#39;s financial strength and defensive attributes.</p><p>Most of the handful of Wall Street analysts covering Berkshire are neutral on the stock, but they may be giving Buffett insufficient credit. Morningstar analyst Greggory Warren calls the company &#34;modestly undervalued,&#34; citing the wide moat around its businesses. He has a price target on the Class A shares of $535,000.</p><p>Buffett, who turns 92 later in August, continues to look for what he calls an elephant-size acquisition. Some think it could be Occidental Petroleum <a href=\"https://laohu8.com/S/OXY\">$(OXY)$</a>, in which Berkshire already holds a 20% stake. Buying OXY could cost Berkshire an additional $60 billion, doable given its balance sheet.</p><p>Many Berkshire holders would like to see Buffett get more aggressive on stock buybacks. Berkshire repurchased just $1 billion of stock in the second quarter, down from $3.2 billion in the first quarter and an average of about $7 billion a quarter in 2021.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","BRK.A":"伯克希尔","CVX":"雪佛龙"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259778093","content_text":"Berkshire Hathaway has never been in better shape. Its stock looks appealing after pulling back more than 15% from its record high in March.The conglomerate's operating profits were up 22% in the second quarter, excluding foreign-exchange gains, powered by a 56% gain in investment income. Berkshire'sannual operating income is running at more than $30 billion after taxes.CEO Warren Buffett's equity purchases this year, including Chevron $(CVX)$, are contributing to increased dividend income, and higher short rates are lifting interest income on Berkshire's $105 billion of cash and equivalents.The Class A shares, at about $448,000, trade for 1.3 times estimated Sept. 30 book value, against an average of 1.4 times in recent years. The price/earnings multiple, at 22 times this year's projected earnings, also looks attractive, given the company's financial strength and defensive attributes.Most of the handful of Wall Street analysts covering Berkshire are neutral on the stock, but they may be giving Buffett insufficient credit. Morningstar analyst Greggory Warren calls the company \"modestly undervalued,\" citing the wide moat around its businesses. He has a price target on the Class A shares of $535,000.Buffett, who turns 92 later in August, continues to look for what he calls an elephant-size acquisition. Some think it could be Occidental Petroleum $(OXY)$, in which Berkshire already holds a 20% stake. Buying OXY could cost Berkshire an additional $60 billion, doable given its balance sheet.Many Berkshire holders would like to see Buffett get more aggressive on stock buybacks. Berkshire repurchased just $1 billion of stock in the second quarter, down from $3.2 billion in the first quarter and an average of about $7 billion a quarter in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990068603,"gmtCreate":1660264671504,"gmtModify":1676532510530,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Cool. Good sharing&nbsp;","listText":"Cool. Good sharing&nbsp;","text":"Cool. Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990068603","repostId":"2258125737","repostType":4,"repost":{"id":"2258125737","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":1660258760,"share":"https://ttm.financial/m/news/2258125737?lang=&edition=fundamental","pubTime":"2022-08-12 06:59","market":"us","language":"en","title":"US STOCKS-Nasdaq, S&P 500 Retreat As Rate Hike Fears Cool Stock Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2258125737","media":"Reuters","summary":"* U.S. producer prices fall in July, underlying inflation slows* Disney tops Netflix on streaming su","content":"<html><head></head><body><p>* U.S. producer prices fall in July, underlying inflation slows</p><p>* Disney tops Netflix on streaming subscribers, shares jump</p><p>* U.S. weekly jobless claims rise for second straight week</p><p>NEW YORK, Aug 11 (Reuters) - The Nasdaq and S&amp;P 500 retreated to close lower on Thursday on the realization the Federal Reserve still needs to aggressively boost interest rates to fully tame rising consumer prices despite fresh evidence of cooling inflation.</p><p>The S&amp;P 500 closed a tad lower after earlier hitting fresh three-month highs following data that showed the U.S. producer price index (PPI) unexpectedly fell in July.</p><p>The drop in PPI raised bets in futures markets that the Fed would hike rates by 50 basis points in September instead of 75 basis points as was expected earlier in the week.</p><p>The S&amp;P 500 and Nasdaq surged more than 2% on Wednesday after a softer-than-expected read on consumer prices. But policy-makers have left little doubt they will tighten monetary policy until inflation pressures fully abate.</p><p>With the labor market showing signs of softness as the number of Americans filing new claims for unemployment benefits rose for the second straight week, the Nasdaq turned lower as investors questioned the economy&#39;s strength.</p><p>&#34;It was a better CPI print yesterday than expected and a better PPI print this morning than forecasted by analysts. So it fit that theme, that peak inflation has occurred as energy continues to decline,&#34; said George Catrambone, head of Americas trading at DWS Group. &#34;But I would be concerned about a head fake.&#34;</p><p>The Dow Jones Industrial Average rose 27.16 points, or 0.08%, to 33,336.67, while the S&amp;P 500 slid 2.97 points, or 0.07%, to 4,207.27 and the Nasdaq Composite dropped 74.89 points, or 0.58%, to 12,779.91.</p><p>Volume on U.S. exchanges was 12.36 billion shares, compared with the 11.06 billion average for the full session over the past 20 trading days.</p><p>Six of the 11 major S&amp;P 500 sectors declined, with health care leading. Energy rose 3.2% to lead gainers and help value stocks advance 0.4% as growth shares fell 0.5%.</p><p>Banks extended their rally with Goldman Sachs and JPMorgan Chase &amp; Co rising 1.1% and 1.5%, respectively.</p><p>Benchmark U.S. Treasury yields hit more than two-week highs as bond investors bet the Fed will press on with hiking rates as inflation is still hot, even though price pressures have eased a bit.</p><p>Demand, as seen by an almost 9% increase in aggregate spending power, is still too strong and may lead the Fed to stay aggressive longer than many hope, said Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers Solutions.</p><p>&#34;We&#39;re becoming a little more worried because the Fed might have to do a little bit more work to try to cool that excess demand side of the equation,&#34; Janasiewicz said.</p><p>High-growth stocks that had rallied on Wednesday fell, Tesla Inc down 2.6% and Amazon.com Inc off 1.5%.</p><p>Despite its recent bounce of mid-June lows, the tech-heavy Nasdaq is down about 18% so far this year as fears of an aggressive monetary policy have sapped appetite for equities, particularly high-growth stocks.</p><p>The U.S. central bank has raised its policy rate by 225 basis points since March as it battles to cool demand without sparking a sharp rise in layoffs.</p><p>In earnings-driven news, Walt Disney jumped 4.7% as the media giant edged past rival Netflix Inc with 221 million streaming customers and announced it will increase prices for customers who want to watch Disney+ or Hulu without commercials.</p><p>Bumble Inc fell 8.6% on cutting its full-year revenue forecast, taking a hit from the Ukraine war, while also grappling with competition from rival Match Group Inc in the online dating market.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.54-to-1 ratio; on Nasdaq, a 1.25-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted four new 52-week highs and 29 new lows; the Nasdaq Composite recorded 69 new highs and 22 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq, S&P 500 Retreat As Rate Hike Fears Cool Stock Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Nasdaq, S&P 500 Retreat As Rate Hike Fears Cool Stock Rally\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\">2022-08-12 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. producer prices fall in July, underlying inflation slows</p><p>* Disney tops Netflix on streaming subscribers, shares jump</p><p>* U.S. weekly jobless claims rise for second straight week</p><p>NEW YORK, Aug 11 (Reuters) - The Nasdaq and S&amp;P 500 retreated to close lower on Thursday on the realization the Federal Reserve still needs to aggressively boost interest rates to fully tame rising consumer prices despite fresh evidence of cooling inflation.</p><p>The S&amp;P 500 closed a tad lower after earlier hitting fresh three-month highs following data that showed the U.S. producer price index (PPI) unexpectedly fell in July.</p><p>The drop in PPI raised bets in futures markets that the Fed would hike rates by 50 basis points in September instead of 75 basis points as was expected earlier in the week.</p><p>The S&amp;P 500 and Nasdaq surged more than 2% on Wednesday after a softer-than-expected read on consumer prices. But policy-makers have left little doubt they will tighten monetary policy until inflation pressures fully abate.</p><p>With the labor market showing signs of softness as the number of Americans filing new claims for unemployment benefits rose for the second straight week, the Nasdaq turned lower as investors questioned the economy&#39;s strength.</p><p>&#34;It was a better CPI print yesterday than expected and a better PPI print this morning than forecasted by analysts. So it fit that theme, that peak inflation has occurred as energy continues to decline,&#34; said George Catrambone, head of Americas trading at DWS Group. &#34;But I would be concerned about a head fake.&#34;</p><p>The Dow Jones Industrial Average rose 27.16 points, or 0.08%, to 33,336.67, while the S&amp;P 500 slid 2.97 points, or 0.07%, to 4,207.27 and the Nasdaq Composite dropped 74.89 points, or 0.58%, to 12,779.91.</p><p>Volume on U.S. exchanges was 12.36 billion shares, compared with the 11.06 billion average for the full session over the past 20 trading days.</p><p>Six of the 11 major S&amp;P 500 sectors declined, with health care leading. Energy rose 3.2% to lead gainers and help value stocks advance 0.4% as growth shares fell 0.5%.</p><p>Banks extended their rally with Goldman Sachs and JPMorgan Chase &amp; Co rising 1.1% and 1.5%, respectively.</p><p>Benchmark U.S. Treasury yields hit more than two-week highs as bond investors bet the Fed will press on with hiking rates as inflation is still hot, even though price pressures have eased a bit.</p><p>Demand, as seen by an almost 9% increase in aggregate spending power, is still too strong and may lead the Fed to stay aggressive longer than many hope, said Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers Solutions.</p><p>&#34;We&#39;re becoming a little more worried because the Fed might have to do a little bit more work to try to cool that excess demand side of the equation,&#34; Janasiewicz said.</p><p>High-growth stocks that had rallied on Wednesday fell, Tesla Inc down 2.6% and Amazon.com Inc off 1.5%.</p><p>Despite its recent bounce of mid-June lows, the tech-heavy Nasdaq is down about 18% so far this year as fears of an aggressive monetary policy have sapped appetite for equities, particularly high-growth stocks.</p><p>The U.S. central bank has raised its policy rate by 225 basis points since March as it battles to cool demand without sparking a sharp rise in layoffs.</p><p>In earnings-driven news, Walt Disney jumped 4.7% as the media giant edged past rival Netflix Inc with 221 million streaming customers and announced it will increase prices for customers who want to watch Disney+ or Hulu without commercials.</p><p>Bumble Inc fell 8.6% on cutting its full-year revenue forecast, taking a hit from the Ukraine war, while also grappling with competition from rival Match Group Inc in the online dating market.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.54-to-1 ratio; on Nasdaq, a 1.25-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted four new 52-week highs and 29 new lows; the Nasdaq Composite recorded 69 new highs and 22 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","AMZN":"亚马逊","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","MTCH":"Match Group, Inc.","SPY":"标普500ETF","JPM":"摩根大通","OEX":"标普100","DIS":"迪士尼","GS":"高盛","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF",".IXIC":"NASDAQ Composite","BMBL":"Bumble Inc.","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258125737","content_text":"* U.S. producer prices fall in July, underlying inflation slows* Disney tops Netflix on streaming subscribers, shares jump* U.S. weekly jobless claims rise for second straight weekNEW YORK, Aug 11 (Reuters) - The Nasdaq and S&P 500 retreated to close lower on Thursday on the realization the Federal Reserve still needs to aggressively boost interest rates to fully tame rising consumer prices despite fresh evidence of cooling inflation.The S&P 500 closed a tad lower after earlier hitting fresh three-month highs following data that showed the U.S. producer price index (PPI) unexpectedly fell in July.The drop in PPI raised bets in futures markets that the Fed would hike rates by 50 basis points in September instead of 75 basis points as was expected earlier in the week.The S&P 500 and Nasdaq surged more than 2% on Wednesday after a softer-than-expected read on consumer prices. But policy-makers have left little doubt they will tighten monetary policy until inflation pressures fully abate.With the labor market showing signs of softness as the number of Americans filing new claims for unemployment benefits rose for the second straight week, the Nasdaq turned lower as investors questioned the economy's strength.\"It was a better CPI print yesterday than expected and a better PPI print this morning than forecasted by analysts. So it fit that theme, that peak inflation has occurred as energy continues to decline,\" said George Catrambone, head of Americas trading at DWS Group. \"But I would be concerned about a head fake.\"The Dow Jones Industrial Average rose 27.16 points, or 0.08%, to 33,336.67, while the S&P 500 slid 2.97 points, or 0.07%, to 4,207.27 and the Nasdaq Composite dropped 74.89 points, or 0.58%, to 12,779.91.Volume on U.S. exchanges was 12.36 billion shares, compared with the 11.06 billion average for the full session over the past 20 trading days.Six of the 11 major S&P 500 sectors declined, with health care leading. Energy rose 3.2% to lead gainers and help value stocks advance 0.4% as growth shares fell 0.5%.Banks extended their rally with Goldman Sachs and JPMorgan Chase & Co rising 1.1% and 1.5%, respectively.Benchmark U.S. Treasury yields hit more than two-week highs as bond investors bet the Fed will press on with hiking rates as inflation is still hot, even though price pressures have eased a bit.Demand, as seen by an almost 9% increase in aggregate spending power, is still too strong and may lead the Fed to stay aggressive longer than many hope, said Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers Solutions.\"We're becoming a little more worried because the Fed might have to do a little bit more work to try to cool that excess demand side of the equation,\" Janasiewicz said.High-growth stocks that had rallied on Wednesday fell, Tesla Inc down 2.6% and Amazon.com Inc off 1.5%.Despite its recent bounce of mid-June lows, the tech-heavy Nasdaq is down about 18% so far this year as fears of an aggressive monetary policy have sapped appetite for equities, particularly high-growth stocks.The U.S. central bank has raised its policy rate by 225 basis points since March as it battles to cool demand without sparking a sharp rise in layoffs.In earnings-driven news, Walt Disney jumped 4.7% as the media giant edged past rival Netflix Inc with 221 million streaming customers and announced it will increase prices for customers who want to watch Disney+ or Hulu without commercials.Bumble Inc fell 8.6% on cutting its full-year revenue forecast, taking a hit from the Ukraine war, while also grappling with competition from rival Match Group Inc in the online dating market.Advancing issues outnumbered declining ones on the NYSE by a 1.54-to-1 ratio; on Nasdaq, a 1.25-to-1 ratio favored advancers.The S&P 500 posted four new 52-week highs and 29 new lows; the Nasdaq Composite recorded 69 new highs and 22 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053545316,"gmtCreate":1654565194836,"gmtModify":1676535469925,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ESG.SI\">$Lion OCBC Low Carbon(ESG.SI)$</a>going&nbsp;up?&nbsp;","listText":"<a href=\"https://ttm.financial/S/ESG.SI\">$Lion OCBC Low Carbon(ESG.SI)$</a>going&nbsp;up?&nbsp;","text":"$Lion OCBC Low Carbon(ESG.SI)$going up?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053545316","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986444944,"gmtCreate":1667008480788,"gmtModify":1676537848653,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Will go up. Good sharing&nbsp;","listText":"Will go up. Good sharing&nbsp;","text":"Will go up. Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986444944","repostId":"1143069436","repostType":2,"repost":{"id":"1143069436","pubTimestamp":1667003495,"share":"https://ttm.financial/m/news/1143069436?lang=&edition=fundamental","pubTime":"2022-10-29 08:31","market":"us","language":"en","title":"Amazon Stock Is Plunging. What Comes Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143069436","media":"InvestorPlace","summary":"Amazon(AMZN) stock is sinking today after fourth-quarter guidance significantly disappointed Wall St","content":"<html><head></head><body><ul><li><b>Amazon</b>(<b><u>AMZN</u></b>) stock is sinking today after fourth-quarter guidance significantly disappointed Wall Street.</li><li>The tech giant reported that macro factors had weighed on Q3 results and Q4 guidance.</li><li>Multiple analysts remain upbeat on the long-term outlook of AMZN stock, however.</li></ul><p><b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) stock is trending on social media and sinking in early trading today after the e-commerce giant disappointed Wall Street with lackluster fourth-quarter guidance. As of this writing, shares are dropping by roughly 10%.</p><p>This news saw Amazon’s market capitalization dip below $1 trillion for the first time since the beginning of the pandemic. In fact, AMZN stock held back the <b>Nasdaq</b> this morning, although the exchange is now treading in the green today.</p><p>Here’s what investors should know about Amazon moving forward.</p><p><b>AMZN Stock and Weak Guidance</b></p><p>Why all the disappointment with AMZN stock? In a recent release, the company predicted that itsQ4 operating incomewould be between $0 and $4 billion. Further, Amazon believes that its top line will come in between $140 billion and $148 billion, meaningfully below the mean outlook of $155 billion.</p><p>“With the ongoing macroeconomic uncertainties, we’ve seen an uptick in AWS customers focused on controlling costs,” said Amazon CFO Brian Olsavsky on the company’sQ3 earnings call. The executive noted that higher Prime Video programming and marketing costs weighed on Amazon’s operating profit in Q3 as well. Olsavsky continued:</p><blockquote>“The continuing impacts of broad-scale inflation, heightened fuel prices and rising energy costs have impacted our sales growth as consumers assess their purchasing power and organizations of all sizes evaluate their technology and advertising spend.”</blockquote><p>The CFO added that Amazon expects these trends to continue in Q4.</p><p><b>Some Analysts Remain Bullish on Amazon</b></p><p>Despite the guidance pulling down AMZN stock, Goldman Sachs is still upbeat on the company’s long-term outlook. The firm believes Amazon’s e-commerce margins can increase. Margins will also be boosted by the continued large revenue gains of its cloud and ad businesses.</p><p>Also staying bullish is Morgan Stanley. The firm expects Amazon to benefit from market-share gains and cost reductions going forward. Analyst Brian Nowak lowered his price target on AMZN to $140 but maintained an“overweight” rating on shares.</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>Amazon Stock Is Plunging. What Comes Next?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock Is Plunging. What Comes Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/amazon-amzn-stock-is-plunging-what-comes-next/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon(AMZN) stock is sinking today after fourth-quarter guidance significantly disappointed Wall Street.The tech giant reported that macro factors had weighed on Q3 results and Q4 guidance.Multiple ...</p>\n\n<a href=\"https://investorplace.com/2022/10/amazon-amzn-stock-is-plunging-what-comes-next/\">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://investorplace.com/2022/10/amazon-amzn-stock-is-plunging-what-comes-next/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143069436","content_text":"Amazon(AMZN) stock is sinking today after fourth-quarter guidance significantly disappointed Wall Street.The tech giant reported that macro factors had weighed on Q3 results and Q4 guidance.Multiple analysts remain upbeat on the long-term outlook of AMZN stock, however.Amazon(NASDAQ:AMZN) stock is trending on social media and sinking in early trading today after the e-commerce giant disappointed Wall Street with lackluster fourth-quarter guidance. As of this writing, shares are dropping by roughly 10%.This news saw Amazon’s market capitalization dip below $1 trillion for the first time since the beginning of the pandemic. In fact, AMZN stock held back the Nasdaq this morning, although the exchange is now treading in the green today.Here’s what investors should know about Amazon moving forward.AMZN Stock and Weak GuidanceWhy all the disappointment with AMZN stock? In a recent release, the company predicted that itsQ4 operating incomewould be between $0 and $4 billion. Further, Amazon believes that its top line will come in between $140 billion and $148 billion, meaningfully below the mean outlook of $155 billion.“With the ongoing macroeconomic uncertainties, we’ve seen an uptick in AWS customers focused on controlling costs,” said Amazon CFO Brian Olsavsky on the company’sQ3 earnings call. The executive noted that higher Prime Video programming and marketing costs weighed on Amazon’s operating profit in Q3 as well. Olsavsky continued:“The continuing impacts of broad-scale inflation, heightened fuel prices and rising energy costs have impacted our sales growth as consumers assess their purchasing power and organizations of all sizes evaluate their technology and advertising spend.”The CFO added that Amazon expects these trends to continue in Q4.Some Analysts Remain Bullish on AmazonDespite the guidance pulling down AMZN stock, Goldman Sachs is still upbeat on the company’s long-term outlook. The firm believes Amazon’s e-commerce margins can increase. Margins will also be boosted by the continued large revenue gains of its cloud and ad businesses.Also staying bullish is Morgan Stanley. The firm expects Amazon to benefit from market-share gains and cost reductions going forward. Analyst Brian Nowak lowered his price target on AMZN to $140 but maintained an“overweight” rating on shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998695047,"gmtCreate":1660973907691,"gmtModify":1676536434206,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998695047","repostId":"2260323630","repostType":2,"repost":{"id":"2260323630","pubTimestamp":1660952700,"share":"https://ttm.financial/m/news/2260323630?lang=&edition=fundamental","pubTime":"2022-08-20 07:45","market":"us","language":"en","title":"3 Top Stocks to Buy During a Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2260323630","media":"Motley Fool","summary":"Oracle, General Mills, and LVMH are all good defensive plays.","content":"<html><head></head><body><p>The <b>S&amp;P 500</b> has rallied about 10% over the past month as declining gas prices and signs of supply chain improvements have suggested that brighter days are ahead. However, the benchmark index remains down about 10% year to date -- and rising interest rates could still trigger even steeper declines.</p><p>So instead of going all-in on the market&#39;s wobbly rebound, investors should still keep an eye on defensive stocks that can withstand its next downturn. I believe three resilient stocks fit that description: <b>Oracle</b>, <b>General Mills</b>, and <b>LVMH</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48194a71051ee875b3af642e7fd4455\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Oracle</h2><p>Oracle, the world&#39;s top database management software company, had once been considered an also-ran of the tech sector. Its sales of on-premise software had been cooling off across the saturated market, and cloud-based challengers like <b>Amazon</b> and <b>Microsoft </b>were threatening to disrupt its aging business.</p><p>But instead of sitting still and becoming obsolete, Oracle transformed its on-premise software into cloud-based services. It also expanded that sticky ecosystem with enterprise resource planning (ERP) tools through several big acquisitions. Those efforts were costly, but they enabled Oracle to consistently grow its revenues again and avoid becoming the next <b>IBM</b>.</p><p>Oracle&#39;s revenue growth stalled out in fiscal 2019 and 2020 (which ended in May of the calendar year) as it implemented those turnaround strategies. But its revenue subsequently rose 4% in fiscal 2021 and 5% in fiscal 2022. It expects its cloud revenues to grow 30% organically in fiscal 2023, accelerating from its 22% growth in fiscal 2022, while analysts expect its total revenue (including its recent acquisition of Cerner) to rise 17%.</p><p>Oracle&#39;s earnings per share have also risen consistently, partly driven by buybacks, and analysts expect its earnings (including Cerner) to grow 67% this year. That&#39;s an impressive growth rate for a stock that trades at less than 20 times forward earnings. It&#39;s also reduced its share count by 45% over the past 10 years and pays a decent forward dividend yield of 1.6%.</p><h2>2. General Mills</h2><p>General Mills sells over 100 brands of packaged food products, including Cheerios, Yoplait, Häagen-Dazs, Betty Crocker, Green Giant, and Pillsbury. It also sells premium pet products through its Blue Buffalo subsidiary.</p><p>General Mills is a great stock to own during a downturn for three reasons. First, its business is resistant to inflation, recessions, and other macroeconomic headwinds because people (and their pets) need to eat. For fiscal 2023 (which started this May), General Mills expects its organic sales to increase 4% to 5% and for its adjusted earnings per share (EPS) to grow 0% to 3% in constant currency terms. That stable outlook suggests it can comfortably pass on some of its inflationary costs to consumers with price hikes while protecting its bottom-line growth with tighter cost-cutting measures.</p><p>Second, it&#39;s firmly profitable and pays out nearly half its earnings to fund its forward dividend yield of 2.8%. The company and its predecessor have also paid out uninterrupted dividends for more than a century. Lastly, General Mills&#39; stock is still cheap at 19 times forward earnings. That low valuation arguably makes it more attractive than comparable packaged foods stalwarts like <b>Coca-Cola</b> and <b>PepsiCo</b>, which currently trade at 26 and 27 times forward earnings, respectively.</p><h2>3. LVMH</h2><p>Lastly, high-end luxury stocks are good defensive plays during market downturns because affluent customers are more resistant to macro headwinds. My favorite play in that sector is LVMH, the world&#39;s largest luxury company. The French conglomerate owns 75 houses across five markets -- wines and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and selective retailing -- and its top brands include Louis Vuitton, Dior, Fendi, Loewe, Bvlgari, Tiffany &amp; Co., Hennessy, and Sephora.</p><p>LVMH experienced a slowdown during the pandemic as it temporarily closed many of its stores. But in 2021, its revenue surged 44% as its net profit soared 156%. Relative to 2019 (which skips the pandemic-related disruptions), its revenue and profit rose 20% and 68%, respectively.</p><p>LVMH faces some near-term challenges -- including supply chain disruptions, the Russo-Ukrainian war, and intermittent COVID lockdowns in China -- but inflation shouldn&#39;t pose much of a threat because it can easily pass on its higher costs to its well-heeled consumers.</p><p>That&#39;s why analysts expect LVMH&#39;s revenue and net profit to rise 18% and 17%, respectively, this year. Its stock is reasonably valued at 25 times next year&#39;s earnings -- especially considering that its rival <b>Hermès</b> trades at 50 times forward earnings -- and it pays a decent forward yield of 1.7%.</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 Top Stocks to Buy During a Sell-Off</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 Top Stocks to Buy During a Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/19/3-top-stocks-to-buy-during-a-sell-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has rallied about 10% over the past month as declining gas prices and signs of supply chain improvements have suggested that brighter days are ahead. However, the benchmark index remains ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/19/3-top-stocks-to-buy-during-a-sell-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GIS":"通用磨坊","LVMUY":"路易威登","ORCL":"甲骨文"},"source_url":"https://www.fool.com/investing/2022/08/19/3-top-stocks-to-buy-during-a-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260323630","content_text":"The S&P 500 has rallied about 10% over the past month as declining gas prices and signs of supply chain improvements have suggested that brighter days are ahead. However, the benchmark index remains down about 10% year to date -- and rising interest rates could still trigger even steeper declines.So instead of going all-in on the market's wobbly rebound, investors should still keep an eye on defensive stocks that can withstand its next downturn. I believe three resilient stocks fit that description: Oracle, General Mills, and LVMH.Image source: Getty Images.1. OracleOracle, the world's top database management software company, had once been considered an also-ran of the tech sector. Its sales of on-premise software had been cooling off across the saturated market, and cloud-based challengers like Amazon and Microsoft were threatening to disrupt its aging business.But instead of sitting still and becoming obsolete, Oracle transformed its on-premise software into cloud-based services. It also expanded that sticky ecosystem with enterprise resource planning (ERP) tools through several big acquisitions. Those efforts were costly, but they enabled Oracle to consistently grow its revenues again and avoid becoming the next IBM.Oracle's revenue growth stalled out in fiscal 2019 and 2020 (which ended in May of the calendar year) as it implemented those turnaround strategies. But its revenue subsequently rose 4% in fiscal 2021 and 5% in fiscal 2022. It expects its cloud revenues to grow 30% organically in fiscal 2023, accelerating from its 22% growth in fiscal 2022, while analysts expect its total revenue (including its recent acquisition of Cerner) to rise 17%.Oracle's earnings per share have also risen consistently, partly driven by buybacks, and analysts expect its earnings (including Cerner) to grow 67% this year. That's an impressive growth rate for a stock that trades at less than 20 times forward earnings. It's also reduced its share count by 45% over the past 10 years and pays a decent forward dividend yield of 1.6%.2. General MillsGeneral Mills sells over 100 brands of packaged food products, including Cheerios, Yoplait, Häagen-Dazs, Betty Crocker, Green Giant, and Pillsbury. It also sells premium pet products through its Blue Buffalo subsidiary.General Mills is a great stock to own during a downturn for three reasons. First, its business is resistant to inflation, recessions, and other macroeconomic headwinds because people (and their pets) need to eat. For fiscal 2023 (which started this May), General Mills expects its organic sales to increase 4% to 5% and for its adjusted earnings per share (EPS) to grow 0% to 3% in constant currency terms. That stable outlook suggests it can comfortably pass on some of its inflationary costs to consumers with price hikes while protecting its bottom-line growth with tighter cost-cutting measures.Second, it's firmly profitable and pays out nearly half its earnings to fund its forward dividend yield of 2.8%. The company and its predecessor have also paid out uninterrupted dividends for more than a century. Lastly, General Mills' stock is still cheap at 19 times forward earnings. That low valuation arguably makes it more attractive than comparable packaged foods stalwarts like Coca-Cola and PepsiCo, which currently trade at 26 and 27 times forward earnings, respectively.3. LVMHLastly, high-end luxury stocks are good defensive plays during market downturns because affluent customers are more resistant to macro headwinds. My favorite play in that sector is LVMH, the world's largest luxury company. The French conglomerate owns 75 houses across five markets -- wines and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and selective retailing -- and its top brands include Louis Vuitton, Dior, Fendi, Loewe, Bvlgari, Tiffany & Co., Hennessy, and Sephora.LVMH experienced a slowdown during the pandemic as it temporarily closed many of its stores. But in 2021, its revenue surged 44% as its net profit soared 156%. Relative to 2019 (which skips the pandemic-related disruptions), its revenue and profit rose 20% and 68%, respectively.LVMH faces some near-term challenges -- including supply chain disruptions, the Russo-Ukrainian war, and intermittent COVID lockdowns in China -- but inflation shouldn't pose much of a threat because it can easily pass on its higher costs to its well-heeled consumers.That's why analysts expect LVMH's revenue and net profit to rise 18% and 17%, respectively, this year. Its stock is reasonably valued at 25 times next year's earnings -- especially considering that its rival Hermès trades at 50 times forward earnings -- and it pays a decent forward yield of 1.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993513673,"gmtCreate":1660700504393,"gmtModify":1676536382541,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ESG.SI\">$Lion OCBC Low Carbon(ESG.SI)$</a>better times ahead?&nbsp;","listText":"<a href=\"https://ttm.financial/S/ESG.SI\">$Lion OCBC Low Carbon(ESG.SI)$</a>better times ahead?&nbsp;","text":"$Lion OCBC Low Carbon(ESG.SI)$better times ahead?","images":[{"img":"https://community-static.tradeup.com/news/a6f277ce152faba31cc390a630246a5f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993513673","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076336866,"gmtCreate":1657788468355,"gmtModify":1676536062155,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Agree. Good sharint","listText":"Agree. Good sharint","text":"Agree. Good sharint","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076336866","repostId":"2251351201","repostType":4,"repost":{"id":"2251351201","pubTimestamp":1657782989,"share":"https://ttm.financial/m/news/2251351201?lang=&edition=fundamental","pubTime":"2022-07-14 15:16","market":"us","language":"en","title":"Citi Offers 5 Reasons Why Investors Should Still Buy Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2251351201","media":"StreetInsider","summary":"Citi analyst Jim Suva reiterated a Buy rating on Apple as he continues to see several positive drive","content":"<html><head></head><body><p>Citi analyst Jim Suva reiterated a Buy rating on <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as he continues to see several positive drivers for Apple’s products/services.</p><p>Heading into the FQ3 print later this month, Suva believes Apple’s supply chain issues are “manageable”, however, the dollar strength and exit from Russia will weigh on this quarter’s growth.</p><p>“A more concerning metric is the potential for lengthening device replacement cycles (currently at ~4 years for smartphones) amidst consumer spending contraction in an inflationary/recessionary environment that could compress annual iPhone shipments (1bpn+ installed base, ~240 mln units annual shipment) and drive lower unit volumes as consumers await a major iPhone redesign, which we believe is unlikely until 2023 with the foldable. Recent data from the supply chain show solid iPhone production,” Suva told clients in a note.</p><p>Beyond this quarter, the analyst remains bullish and offers five reasons why investors should buy Apple stock.</p><ul><li>iPhone 14 build is still on track for Sept 14 launch, foldable phone coming in 2023;</li><li>Mix shift continues to skew away from lower priced Android phones towards more mid end and premium pricing products;</li><li>A ~$90 billion (~4% of current market cap) stock buyback;</li><li>Sticky services revenues;</li><li>New product category launches.</li></ul><p>On the valuation front, the analyst sees the ~1.4-1.5x relative PE as “reasonable given competitive moat, strong FCF generation and balance sheet strength.”</p><p>Still, Suva cut the price target on Apple stock to $175 from $200 to reflect lower estimates, which are a result of slowing consumer spending “coupled with continued supply chain bottlenecks that are likely to weigh on near-term fundamentals.“</p><p>Apple stock price closed at $145.86 yesterday.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Citi Offers 5 Reasons Why Investors Should Still Buy Apple Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCiti Offers 5 Reasons Why Investors Should Still Buy Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20319318><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi analyst Jim Suva reiterated a Buy rating on Apple as he continues to see several positive drivers for Apple’s products/services.Heading into the FQ3 print later this month, Suva believes Apple’s ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20319318\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20319318","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251351201","content_text":"Citi analyst Jim Suva reiterated a Buy rating on Apple as he continues to see several positive drivers for Apple’s products/services.Heading into the FQ3 print later this month, Suva believes Apple’s supply chain issues are “manageable”, however, the dollar strength and exit from Russia will weigh on this quarter’s growth.“A more concerning metric is the potential for lengthening device replacement cycles (currently at ~4 years for smartphones) amidst consumer spending contraction in an inflationary/recessionary environment that could compress annual iPhone shipments (1bpn+ installed base, ~240 mln units annual shipment) and drive lower unit volumes as consumers await a major iPhone redesign, which we believe is unlikely until 2023 with the foldable. Recent data from the supply chain show solid iPhone production,” Suva told clients in a note.Beyond this quarter, the analyst remains bullish and offers five reasons why investors should buy Apple stock.iPhone 14 build is still on track for Sept 14 launch, foldable phone coming in 2023;Mix shift continues to skew away from lower priced Android phones towards more mid end and premium pricing products;A ~$90 billion (~4% of current market cap) stock buyback;Sticky services revenues;New product category launches.On the valuation front, the analyst sees the ~1.4-1.5x relative PE as “reasonable given competitive moat, strong FCF generation and balance sheet strength.”Still, Suva cut the price target on Apple stock to $175 from $200 to reflect lower estimates, which are a result of slowing consumer spending “coupled with continued supply chain bottlenecks that are likely to weigh on near-term fundamentals.“Apple stock price closed at $145.86 yesterday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042085373,"gmtCreate":1656404200392,"gmtModify":1676535822262,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042085373","repostId":"1192821925","repostType":4,"repost":{"id":"1192821925","pubTimestamp":1656399978,"share":"https://ttm.financial/m/news/1192821925?lang=&edition=fundamental","pubTime":"2022-06-28 15:06","market":"us","language":"en","title":"AMZN Stock Is a Buy Ahead of Amazon Prime Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1192821925","media":"InvestorPlace","summary":"Amazon(AMZN) stock is on the move with a new analyst note.Jefferies analyst Brent Thill calls AMZN a","content":"<html><head></head><body><ul><li><b>Amazon</b>(<b><u>AMZN</u></b>) stock is on the move with a new analyst note.</li><li>Jefferies analyst Brent Thill calls AMZN a &#34;buy&#34; ahead of Prime Day.</li><li>The analyst believes AMZN will benefit greatly from the sale.</li></ul><p><b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) stock is in the spotlight today after Jefferies analyst Brent Thill weighed in on the e-commerce company ahead of Prime Day.</p><p>According to the Jefferies analyst, AMZN stock is a “buy” leading up to Amazon Prime Day. In addition to that, Thill has a price target of $163 for AMZN stock. That’s a potential 39% upside for the shares.</p><p>So why is the Jefferies analyst taking a bullish stance on AMZN stock prior to Prime Day? Here’s what he said in a note obtained by <i>Seeking Alpha:</i></p><blockquote>We estimate that Prime Day will contribute $8.1B to GMV and $4.7B to Net Sales, which represents a 6%/4% tailwind to 3Q22 GMV/Sales growth. We see Prime Day helping to boost Prime adoption, especially in international markets, which have lower membership penetration and 3 new countries participating in 2022 Prime Day.</blockquote><p>It’s worth mentioning that Prime Day is already underway with some special offers. However, the main event doesn’t start until July 12 and will last through the following day.</p><p>How does Thill’s stance on AMZN stock stack up to his peers? The analyst consensus for AMZN is “buy.” That’s based on 37 “buy” ratings, one “hold” rating, and two “sell” ratings. The consensus price target for AMZN is also sitting at $187.07 per share.</p><p>AMZN stock is down 2.78% on Monday.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMZN Stock Is a Buy Ahead of Amazon Prime Day</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\">\nAMZN Stock Is a Buy Ahead of Amazon Prime Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-28 15:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/amzn-stock-is-a-buy-ahead-of-amazon-prime-day/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon(AMZN) stock is on the move with a new analyst note.Jefferies analyst Brent Thill calls AMZN a \"buy\" ahead of Prime Day.The analyst believes AMZN will benefit greatly from the sale.Amazon(NASDAQ...</p>\n\n<a href=\"https://investorplace.com/2022/06/amzn-stock-is-a-buy-ahead-of-amazon-prime-day/\">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://investorplace.com/2022/06/amzn-stock-is-a-buy-ahead-of-amazon-prime-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192821925","content_text":"Amazon(AMZN) stock is on the move with a new analyst note.Jefferies analyst Brent Thill calls AMZN a \"buy\" ahead of Prime Day.The analyst believes AMZN will benefit greatly from the sale.Amazon(NASDAQ:AMZN) stock is in the spotlight today after Jefferies analyst Brent Thill weighed in on the e-commerce company ahead of Prime Day.According to the Jefferies analyst, AMZN stock is a “buy” leading up to Amazon Prime Day. In addition to that, Thill has a price target of $163 for AMZN stock. That’s a potential 39% upside for the shares.So why is the Jefferies analyst taking a bullish stance on AMZN stock prior to Prime Day? Here’s what he said in a note obtained by Seeking Alpha:We estimate that Prime Day will contribute $8.1B to GMV and $4.7B to Net Sales, which represents a 6%/4% tailwind to 3Q22 GMV/Sales growth. We see Prime Day helping to boost Prime adoption, especially in international markets, which have lower membership penetration and 3 new countries participating in 2022 Prime Day.It’s worth mentioning that Prime Day is already underway with some special offers. However, the main event doesn’t start until July 12 and will last through the following day.How does Thill’s stance on AMZN stock stack up to his peers? The analyst consensus for AMZN is “buy.” That’s based on 37 “buy” ratings, one “hold” rating, and two “sell” ratings. The consensus price target for AMZN is also sitting at $187.07 per share.AMZN stock is down 2.78% on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020893743,"gmtCreate":1652597173482,"gmtModify":1676535127244,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020893743","repostId":"2235748594","repostType":2,"repost":{"id":"2235748594","pubTimestamp":1652578501,"share":"https://ttm.financial/m/news/2235748594?lang=&edition=fundamental","pubTime":"2022-05-15 09:35","market":"us","language":"en","title":"Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=2235748594","media":"Motley Fool","summary":"The sellers seem to have overshot their targets with certain stocks, pricing in a scenario that's unlikely to happen.","content":"<html><head></head><body><p>If you&#39;re a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The<b> S&amp;P 500</b> (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are dramatically deeper in the red.</p><p>Beaten-down prices alone aren&#39;t enough of a reason to start scooping up stocks though, no matter how big their pullbacks might be. A company still has to be a name worth owning for the long haul, regardless of its price.</p><p>And, that&#39;s a tough thing to figure out for the S&amp;P 500&#39;s four worst performers for 2022 so far.</p><h2>What went wrong</h2><p>If you&#39;re wondering, the biggest losers among the S&amp;P 500&#39;s tickers so far this year are <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b> (PYPL 6.11%), <b>Align Technology</b> (ALGN 6.16%), <b>Etsy</b> (ETSY 4.80%), and <b>Netflix</b> (NFLX 7.65%), down 63%, 64%, 70%, and 75%, respectively, since the end of 2021. Ouch!</p><p>At first blush, there&#39;s not a common thread. Netflix was crushed because, for the first time in its history, it lost subscribers. Align Technology (the name behind Invisalign dental braces) is struggling with the lingering impact of the COVID-19 pandemic. E-commerce platform Etsy is still trying to figure out what it is in a marketplace that includes competitors like <b>Amazon</b>, as well as empowering, DIY e-commerce platforms like those offered by <b>Shopify</b>. And PayPal? Despite continued revenue growth, investors still believe alternative payment options will chip away at its market share.</p><p>There&#39;s more commonality to these setbacks, however, than there seems on the surface. With the exception of Align, investors were genuinely surprised these companies&#39; smashing successes seen in 2020 and into 2021 -- in the throes of the COVID-19 pandemic -- didn&#39;t persist into 2022.</p><p>In other words, the wrong kind of surprise can wreak havoc on a stock.</p><p>As for Align, while it never really thrived or suffered due to the coronavirus contagion (aside from logistical challenges linked to lockdowns), it&#39;s still dealing with the pandemic&#39;s fallout that&#39;s lasting far longer than anyone initially feared it might. Now the specter of an economic recession is prompting some consumers to rethink the immediate need for straighter teeth. Even so, it&#39;s an unexpected headwind that&#39;s rattling investors, turning them into sellers.</p><h2>Overzealous</h2><p>On the surface, it seems somewhat irrelevant. While the market may not have seen these struggles brewing, the sell-offs these tickers have dished out still just reflect how these companies are performing right now.</p><p>Except, that may not quite be the case.</p><p>Yes, the direction these stocks have been moving jibes with the turn these companies&#39; businesses have taken. The depth to which investors respond to lackluster results, however, can vary depending on expectations. If the market knows that so-so earnings are in the cards, the revelation of lackluster numbers doesn&#39;t send investors into a panic...when the selling really ramps up. If investors know to brace for bad news, then stocks are typically eased into a more appropriate price to reflect that reality.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F679670%2Fbuy-hold-sell.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>The alternative? Shock takes an exaggerated toll on a stock&#39;s price. That&#39;s largely what&#39;s happened here with these four names.</p><p>Shock also distracts people from looking at the future rather than the past, when they should be doing just that.</p><p>Perhaps most problematic, however, is that these sell-offs have reached extreme proportions only because stocks tend to move in a herd. Once the selling stampede starts, it&#39;s tough to stop it, even when lower prices may not be merited for most of them.</p><h2>Think bigger-picture</h2><p>The question remains, however: Should you buy the S&amp;P 500&#39;s four worst-performing stocks of 2022 so far?</p><p>This isn&#39;t always the case, but right now, yes -- these stocks are too sold-off for long-term, buy-and-hold investors interested in them to simply pass them up.</p><p>While the pullbacks made enough sense, fear and panic have arguably taken more of a toll than they should have. Investors, as a crowd, are starting to think a little more level-headed though. While they know 2022 could be tough, they&#39;re also starting to see these aforementioned companies have viable plans to deal with it.</p><p>Netflix, for instance, could launch an ad-supported version of its streaming service as early as this year, appealing to value-minded senses that will be heightened if the economy is weak. While PayPal may be facing a kind of competition it&#39;s never faced before, it&#39;s also innovating new ways to keep its place as the world&#39;s biggest digital payment middleman. Just last month, it unveiled a cash-back credit card, and late last year allowed e-commerce sites built by <b>Wix</b> to offer buy-now, pay-later loans to their customers. Align and Etsy are adjusting, too.</p><p>Yet, none of these stocks&#39; already-overblown sell-offs reflect these initiatives.</p><p>And it&#39;s not just these four companies. A bunch of great stocks have been dragged lower than they deserve to be, for all the wrong reasons.</p><p>That&#39;s not to suggest any of these names have hit their absolute bottom, mind you. They may still lose more ground. It is to say, however, now that the dust of the knee-jerk selling is starting to settle as we push past the hysteria, the market&#39;s starting to realize that at least with some stocks, the selling was more than a little overboard. That makes many of these names great buys now, even if we&#39;re not all the way through the turbulence just yet. Better to be a little too early than a lot too late.</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>Should You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy the S&P 500's 4 Worst-Performing 2022 Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-15 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","BK4581":"高盛持仓","OEX":"标普100","BK4504":"桥水持仓","BK4550":"红杉资本持仓","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SH":"标普500反向ETF"},"source_url":"https://www.fool.com/investing/2022/05/14/should-you-buy-the-sp-500s-4-worst-performing-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235748594","content_text":"If you're a bargain-shopping kind of investor, there are certainly plenty of stocks on sale here. The S&P 500 (^GSPC 2.39%) is down nearly 19% year to date, while many of its constituents are dramatically deeper in the red.Beaten-down prices alone aren't enough of a reason to start scooping up stocks though, no matter how big their pullbacks might be. A company still has to be a name worth owning for the long haul, regardless of its price.And, that's a tough thing to figure out for the S&P 500's four worst performers for 2022 so far.What went wrongIf you're wondering, the biggest losers among the S&P 500's tickers so far this year are PayPal (PYPL 6.11%), Align Technology (ALGN 6.16%), Etsy (ETSY 4.80%), and Netflix (NFLX 7.65%), down 63%, 64%, 70%, and 75%, respectively, since the end of 2021. Ouch!At first blush, there's not a common thread. Netflix was crushed because, for the first time in its history, it lost subscribers. Align Technology (the name behind Invisalign dental braces) is struggling with the lingering impact of the COVID-19 pandemic. E-commerce platform Etsy is still trying to figure out what it is in a marketplace that includes competitors like Amazon, as well as empowering, DIY e-commerce platforms like those offered by Shopify. And PayPal? Despite continued revenue growth, investors still believe alternative payment options will chip away at its market share.There's more commonality to these setbacks, however, than there seems on the surface. With the exception of Align, investors were genuinely surprised these companies' smashing successes seen in 2020 and into 2021 -- in the throes of the COVID-19 pandemic -- didn't persist into 2022.In other words, the wrong kind of surprise can wreak havoc on a stock.As for Align, while it never really thrived or suffered due to the coronavirus contagion (aside from logistical challenges linked to lockdowns), it's still dealing with the pandemic's fallout that's lasting far longer than anyone initially feared it might. Now the specter of an economic recession is prompting some consumers to rethink the immediate need for straighter teeth. Even so, it's an unexpected headwind that's rattling investors, turning them into sellers.OverzealousOn the surface, it seems somewhat irrelevant. While the market may not have seen these struggles brewing, the sell-offs these tickers have dished out still just reflect how these companies are performing right now.Except, that may not quite be the case.Yes, the direction these stocks have been moving jibes with the turn these companies' businesses have taken. The depth to which investors respond to lackluster results, however, can vary depending on expectations. If the market knows that so-so earnings are in the cards, the revelation of lackluster numbers doesn't send investors into a panic...when the selling really ramps up. If investors know to brace for bad news, then stocks are typically eased into a more appropriate price to reflect that reality.Image source: Getty Images.The alternative? Shock takes an exaggerated toll on a stock's price. That's largely what's happened here with these four names.Shock also distracts people from looking at the future rather than the past, when they should be doing just that.Perhaps most problematic, however, is that these sell-offs have reached extreme proportions only because stocks tend to move in a herd. Once the selling stampede starts, it's tough to stop it, even when lower prices may not be merited for most of them.Think bigger-pictureThe question remains, however: Should you buy the S&P 500's four worst-performing stocks of 2022 so far?This isn't always the case, but right now, yes -- these stocks are too sold-off for long-term, buy-and-hold investors interested in them to simply pass them up.While the pullbacks made enough sense, fear and panic have arguably taken more of a toll than they should have. Investors, as a crowd, are starting to think a little more level-headed though. While they know 2022 could be tough, they're also starting to see these aforementioned companies have viable plans to deal with it.Netflix, for instance, could launch an ad-supported version of its streaming service as early as this year, appealing to value-minded senses that will be heightened if the economy is weak. While PayPal may be facing a kind of competition it's never faced before, it's also innovating new ways to keep its place as the world's biggest digital payment middleman. Just last month, it unveiled a cash-back credit card, and late last year allowed e-commerce sites built by Wix to offer buy-now, pay-later loans to their customers. Align and Etsy are adjusting, too.Yet, none of these stocks' already-overblown sell-offs reflect these initiatives.And it's not just these four companies. A bunch of great stocks have been dragged lower than they deserve to be, for all the wrong reasons.That's not to suggest any of these names have hit their absolute bottom, mind you. They may still lose more ground. It is to say, however, now that the dust of the knee-jerk selling is starting to settle as we push past the hysteria, the market's starting to realize that at least with some stocks, the selling was more than a little overboard. That makes many of these names great buys now, even if we're not all the way through the turbulence just yet. Better to be a little too early than a lot too late.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012708965,"gmtCreate":1649377386872,"gmtModify":1676534501273,"author":{"id":"4107327092916560","authorId":"4107327092916560","name":"liverpool777","avatar":"https://static.itradeup.com/news/ccd27a97994c1a784b2b11e33f646a2a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107327092916560","authorIdStr":"4107327092916560"},"themes":[],"htmlText":"Pick stocks. Better choice.&nbsp;","listText":"Pick stocks. Better choice.&nbsp;","text":"Pick stocks. Better choice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012708965","repostId":"2225548793","repostType":4,"repost":{"id":"2225548793","pubTimestamp":1649373932,"share":"https://ttm.financial/m/news/2225548793?lang=&edition=fundamental","pubTime":"2022-04-08 07:25","market":"us","language":"en","title":"Shopify to Allow Staff to Pick Between Cash and Stock Components - The Globe and Mail","url":"https://stock-news.laohu8.com/highlight/detail?id=2225548793","media":"StreetInsider","summary":"Canada's Shopify Inc has introduced changes to its employees' compensation packages, giving them mor","content":"<html><head></head><body><p>Canada&#39;s <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a> has introduced changes to its employees&#39; compensation packages, giving them more flexibility between cash and stock components, the Globe and Mail reported on Thursday.</p><p>The changes will fully come into effect by the second half of this year, starting in July, according to the report.</p><p>Shopify did not immediately respond to a Reuters request for comment.</p><p>The changes were disclosed at a company town hall on Thursday afternoon, the report said, and were aimed at making salaries more competitive at a time when the e-commerce infrastructure firm&#39;s stock has taken a beating.</p><p>As of Thursday&#39;s close, Shopify&#39;s New York-listed shares had fallen 65% from their peak in November last year, as the company struggles to maintain a sales surge seen during the early days of the coronavirus pandemic.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify to Allow Staff to Pick Between Cash and Stock Components - The Globe and Mail</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\">\nShopify to Allow Staff to Pick Between Cash and Stock Components - The Globe and Mail\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19891783><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Canada's Shopify Inc has introduced changes to its employees' compensation packages, giving them more flexibility between cash and stock components, the Globe and Mail reported on Thursday.The changes...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19891783\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4116":"互联网服务与基础架构","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","SHOP":"Shopify Inc","BK4528":"SaaS概念"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19891783","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225548793","content_text":"Canada's Shopify Inc has introduced changes to its employees' compensation packages, giving them more flexibility between cash and stock components, the Globe and Mail reported on Thursday.The changes will fully come into effect by the second half of this year, starting in July, according to the report.Shopify did not immediately respond to a Reuters request for comment.The changes were disclosed at a company town hall on Thursday afternoon, the report said, and were aimed at making salaries more competitive at a time when the e-commerce infrastructure firm's stock has taken a beating.As of Thursday's close, Shopify's New York-listed shares had fallen 65% from their peak in November last year, as the company struggles to maintain a sales surge seen during the early days of the coronavirus pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}