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2023-07-26

Nice 👍🏼

Alphabet Q2 EPS $1.44 Beats $1.20 Estimate, Sales $74.60B Beat $65.42B Estimate

2023-07-25

One wrong comment by the company may cause another dive in the price (clamp down by China authorities)

Alibaba: Wall Street Is Sleeping - Catalysts Are Already In Motion

2023-07-10

Nice

Alibaba, Tencent Fuel Best Rally in a Week in Hong Kong Stocks

2023-03-28

Great

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2023-03-27

Ok

Looking to Retire Soon? These 4 Stocks May Be Suitable for You

2023-03-22

Great

US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus

2023-03-22

Ok

Singapore Shares Tipped To Open In The Green

2023-03-15

Don't be fool by the mouldy fool

Sorry, the original content has been removed

2023-03-09

Haw par has been sleeping all the while. Anyone has any idea why is it still states stocks to watch?

Singapore Stocks to Watch: OCBC, ST Engineering, Haw Par Corp, Riverstone, HRnetGroup

2023-02-13

Ok

Amazon: AWS Cloud Remains A Silver Lining

2023-02-13

Nice!

Meta Has Solved The “New Coke” Problem

2023-02-08

Ok

The AI War Set off By ChatGPT Is Ramping up and Google Stock Is Poised to Spike 21% As It Joins the Fray, Bank of America Says

2023-02-02

Great 👍🏼

Sorry, the original content has been removed

2023-02-02

ok

Down 22%, Is Alphabet Stock a Buy in 2023?

2023-01-31

Ok

The Best Stocks to Invest $1,000 In Right Now

2023-01-31

Nice

Philips Scraps 6,000 Jobs in Drive to Improve Profitability

2023-01-27

Ok

The Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does

2023-01-13

Nice! 🤜🏼🤛🏼

TSMC Q4 Profit Rises 78%, Beats Market Expectations

2023-01-10

Nice

TSMC Earnings Preview: Sales Growth to Continue

2023-01-07

Nice sharing

Better Buy: CapitaLand Integrated Commercial Trust Vs CapitaLand Ascendas REIT

Go to Tiger App to see more news

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👍🏼","listText":"Nice 👍🏼","text":"Nice 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201899813580928","repostId":"2354998349","repostType":2,"repost":{"id":"2354998349","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1690315351,"share":"https://ttm.financial/m/news/2354998349?lang=&edition=fundamental","pubTime":"2023-07-26 04:02","market":"hk","language":"en","title":"Alphabet Q2 EPS $1.44 Beats $1.20 Estimate, Sales $74.60B Beat $65.42B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2354998349","media":"Benzinga","summary":"Alphabet (NASDAQ:GOOGL) reported quarterly earnings of $1.44 per share which beat the analyst consensus estimate of $1.20 by 20 percent. This is a 19.01 percent increase over earnings of $1.21 per share from the same","content":"<html><body><p>Alphabet (NASDAQ:GOOGL) reported quarterly earnings of $1.44 per share which beat the analyst consensus estimate of $1.20 by 20 percent. This is a 19.01 percent increase over earnings of $1.21 per share from the same period last year.  The company reported quarterly sales of $74.60 billion which beat the analyst consensus estimate of $65.42 billion by 14.03 percent.  This is a 7.05 percent increase over sales of $69.69 billion the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Q2 EPS $1.44 Beats $1.20 Estimate, Sales $74.60B Beat $65.42B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Q2 EPS $1.44 Beats $1.20 Estimate, Sales $74.60B Beat $65.42B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-07-26 04:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Alphabet (NASDAQ:GOOGL) reported quarterly earnings of $1.44 per share which beat the analyst consensus estimate of $1.20 by 20 percent. This is a 19.01 percent increase over earnings of $1.21 per share from the same period last year.  The company reported quarterly sales of $74.60 billion which beat the analyst consensus estimate of $65.42 billion by 14.03 percent.  This is a 7.05 percent increase over sales of $69.69 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A"},"source_url":"https://www.benzinga.com/news/earnings/23/07/33377646/alphabet-q2-eps-1-44-beats-1-20-estimate-sales-74-60b-beat-65-42b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354998349","content_text":"Alphabet (NASDAQ:GOOGL) reported quarterly earnings of $1.44 per share which beat the analyst consensus estimate of $1.20 by 20 percent. This is a 19.01 percent increase over earnings of $1.21 per share from the same period last year.  The company reported quarterly sales of $74.60 billion which beat the analyst consensus estimate of $65.42 billion by 14.03 percent.  This is a 7.05 percent increase over sales of $69.69 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201482730623016,"gmtCreate":1690217498380,"gmtModify":1690218675973,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"One wrong comment by the company may cause another dive in the price (clamp down by China authorities)","listText":"One wrong comment by the company may cause another dive in the price (clamp down by China authorities)","text":"One wrong comment by the company may cause another dive in the price (clamp down by China authorities)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201482730623016","repostId":"2353601598","repostType":2,"repost":{"id":"2353601598","pubTimestamp":1690155541,"share":"https://ttm.financial/m/news/2353601598?lang=&edition=fundamental","pubTime":"2023-07-24 07:39","market":"us","language":"en","title":"Alibaba: Wall Street Is Sleeping - Catalysts Are Already In Motion","url":"https://stock-news.laohu8.com/highlight/detail?id=2353601598","media":"seekingalpha","summary":"Sean Gallup The bearish thesis against Alibaba (NYSE:BABA) is well known at this point, centering around the regulatory risk in the event of rising US-China tensions. But the market seems to be ignori","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/434f59ab08a93cd170f41cbb272e895c\" tg-width=\"750\" tg-height=\"488\"/></p><p>The bearish thesis against Alibaba (NYSE:BABA) is well known at this point, centering around the regulatory risk in the event of rising US-China tensions. But the market seems to be ignoring the clear signals being sent from management that they are focused on extracting shareholder value. BABA has seen its valuation reset to arguably distressed levels amidst the rising interest rate environment, and management continues to work towards spinning off various business units in order to address the conglomerate discount. This is a company which has net cash and investments equivalent to nearly 60% of the market cap, and trades at around 10x earnings even before accounting for that fact. At this point, any successful execution on spinning out the various business units, starting with its cloud division, is likely to lead to substantial upside - downside scenarios seem to focus on management being unable to accomplish those goals. While risks have not declined for this name, I am increasing my aggression in buying the stock and have made it a core position in my portfolio.</p><h2 id=\"id_2606064959\">BABA Stock Price</h2><p>The valuation reset in the tech sector has led many tech stocks to trade at pre-pandemic levels. The adjustment has been even more severe at BABA as it is still trading at the same levels as it did in 2014 when it came public.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/07a3ec49e5c078d5843384d887ae3538\" tg-width=\"635\" tg-height=\"417\"/></p><p>Data by YCharts</p><p></p><p>I last covered BABA in May, where I discussed the potential upside from the proposed spinoffs. The stock has not gone up as expected, as Wall Street has suddenly lost interest in these events that in theory should help realize considerable shareholder value.</p><h2 id=\"id_2652712692\">BABA Stock Key Metrics</h2><p>In its most recent quarter, BABA saw strong growth in most of its various business categories, but overall revenue growth hovered at 2% YOY as its most critical commerce operations declined 3% YOY. The big story was clearly the boost in profitability, as adjusted EBITA grew 60% YOY. This marks the company’s return to a double-digit adjusted EBITDA margin after it dipped to 8% last year.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9db4f895a61ad324ceeab0411fc2d736\" tg-width=\"640\" tg-height=\"259\"/></p><p>March 2023 Quarterly Presentation</p><p></p><p>BABA was able to generate such strong growth in adjusted EBITA largely due to its cost reduction initiatives, as it was able to reduce losses substantially at almost every loss-generating unit, as well as boost margins by 500 bps in the core commerce operations.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3400f9b937b5df32d654e53fde1c48eb\" tg-width=\"640\" tg-height=\"132\"/></p><p>March 2023 Quarterly Presentation</p><p></p><p>BABA generated $4.7 billion in free cash flow in the quarter, making up 124% of adjusted EBITA. The company spent $1.8 billion repurchasing stock, an arguably modest amount given the extent of the undervaluation and solid free cash flow generation, but still impressive considering that share repurchases are still a newer development for this company.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/427d55b729784c87cd5229041e3eb938\" tg-width=\"640\" tg-height=\"145\"/></p><p>March 2023 Quarterly Presentation</p><p></p><p>BABA ended the quarter with $63.4 billion in net cash plus $66 billion in additional equity investments.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7d0a6b39245a612091118bca0b632c5\" tg-width=\"640\" tg-height=\"180\"/></p><p>March 2023 Quarterly Presentation</p><p></p><p>Together, those made up roughly 59% of the market cap. On the conference call, management noted that while the Chinese economy continues to recover following the easing of pandemic restrictions, “consumer confidence and spending power still need further momentum.” Management also noted that there is fierce competition from the various consumption platforms. Such commentary might confuse American investors, given that BABA is often called “The Amazon of China.” But one must remember that the cost of living is much lower in China, making any logistical advantage less relevant as compared to the United States.</p><p>I suspect that many investors are now focused mostly on management’s efforts to split up the business units and spin off as many of them to shareholders. Management reiterated plans to fully spin off the cloud intelligence division and complete a public listing in the next 12 months. Management also noted that their board of directors has approved both Freshippo (BABA’s retail grocery segment) and Cainiao (their logistics groups) to explore an IPO over the next 18 months. BABA owns a 67% equity interest in Cainiao. Management stated that the business reason for splitting up these business units (outside of realizing shareholder value) is that their Taobao and Tmall businesses would no longer have to direct cash to fund those losses, but could instead reinvest in growth.</p><p>Management also reiterated their commitment to share repurchases, disclosing that the company had repurchased another $2.3 billion in ADSs in the 1.5 months subsequent to the quarter. I would caution against extrapolating that management has increased their aggression of the share repurchase program, but it is a good sign to know that this upcoming quarter already has a sizable amount of repurchases executed. With BABA stock being so cheap, management alignment with shareholders is a quality that can not be understated.</p><h2 id=\"id_254510100\">Is BABA Stock A Buy, Sell, or Hold?</h2><p>As of recent prices, BABA was trading hands at just around 10x earnings.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0cf31a4d871543138bb5f8f77c85adc1\" tg-width=\"640\" tg-height=\"81\"/></p><p>Seeking Alpha</p><p></p><p>Yes, that is non-GAAP earnings, but it should be noted that share-based compensation (the most typically protested non-GAAP adjustment) is only around 22% of non-GAAP net income.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd94851de8d0c96aa3da8038769bffc0\" tg-width=\"640\" tg-height=\"324\"/></p><p>March 2023 Quarterly Presentation</p><p></p><p>As noted previously, BABA has net cash and equity investments making up over 50% of the market cap - this is not reflected in that valuation and reflects additional upside.</p><p>The anticipated spin-offs may create value due to investors beginning to value the company on a sum-of-the-parts basis. When valuing BABA on a price to earnings basis, only China commerce is offering positive value contribution as that is the only segment generating positive net income. If we “zero out” the losses from these other segments (arguably a reasonable decision considering that these segments must have at least positive value), then we would need to adjust earnings by around 25% higher. $22.7 billion in China commerce net income valued at 10x earnings implies $227 billion in equity value from this segment alone.</p><p>Based on a 6x sales multiple for the cloud division (yielding $73 billion in equity value), a $20 billion value for Cainiao (at a 67% equity interest), we arrive at another $86 billion in equity value. If we include only $58 billion in net cash (ignoring the equity investments on the balance sheet) then we arrive at $371 billion in projected value, implying a stock price of $144 per share. That is already suggesting ample upside, and we have neither assigned value to many other proposed spin-offs nor increased the 10x earnings multiple on the China commerce operations.</p><p>What are the key risks? The risks should not be understated. The Chinese government remains a wildcard here, not just due to what kind of negative actions they might do in the future, but also due to the perception of it placed on the valuation. Even if BABA management follows through with these spin-offs, it is possible that the total valuation remains compressed if Wall Street remains concerned about regulatory intervention. I am of the view that the share repurchases go a long way towards helping to improve this sentiment, but the share repurchases admittedly can be increased further, and a dividend might be more efficient at this point. It is also possible that management is unable to execute on the proposed spin-offs, or the spin-offs result in bloated cost structures that somehow come back to become a net negative for the company. There isn’t really a price at which these risks are “priced in” but I see tremendous potential upside for the stock and the near term catalysts are in motion. I rate the stock a buy, but caution that this position requires monitoring (and ideally hedging).</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Wall Street Is Sleeping - Catalysts Are Already In Motion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Wall Street Is Sleeping - Catalysts Are Already In Motion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-24 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4618980-alibaba-wall-street-sleeping-catalysts-already-in-motion><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The bearish thesis against Alibaba (NYSE:BABA) is well known at this point, centering around the regulatory risk in the event of rising US-China tensions. But the market seems to be ignoring the clear...</p>\n\n<a href=\"https://seekingalpha.com/article/4618980-alibaba-wall-street-sleeping-catalysts-already-in-motion\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4531":"中概回港概念","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","09988":"阿里巴巴-W","BK4558":"双十一","BK4587":"ChatGPT概念","BK4220":"综合零售","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4527":"明星科技股","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4538":"云计算","BK4579":"人工智能","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4526":"热门中概股","BK4588":"碎股","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4618980-alibaba-wall-street-sleeping-catalysts-already-in-motion","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2353601598","content_text":"The bearish thesis against Alibaba (NYSE:BABA) is well known at this point, centering around the regulatory risk in the event of rising US-China tensions. But the market seems to be ignoring the clear signals being sent from management that they are focused on extracting shareholder value. BABA has seen its valuation reset to arguably distressed levels amidst the rising interest rate environment, and management continues to work towards spinning off various business units in order to address the conglomerate discount. This is a company which has net cash and investments equivalent to nearly 60% of the market cap, and trades at around 10x earnings even before accounting for that fact. At this point, any successful execution on spinning out the various business units, starting with its cloud division, is likely to lead to substantial upside - downside scenarios seem to focus on management being unable to accomplish those goals. While risks have not declined for this name, I am increasing my aggression in buying the stock and have made it a core position in my portfolio.BABA Stock PriceThe valuation reset in the tech sector has led many tech stocks to trade at pre-pandemic levels. The adjustment has been even more severe at BABA as it is still trading at the same levels as it did in 2014 when it came public.Data by YChartsI last covered BABA in May, where I discussed the potential upside from the proposed spinoffs. The stock has not gone up as expected, as Wall Street has suddenly lost interest in these events that in theory should help realize considerable shareholder value.BABA Stock Key MetricsIn its most recent quarter, BABA saw strong growth in most of its various business categories, but overall revenue growth hovered at 2% YOY as its most critical commerce operations declined 3% YOY. The big story was clearly the boost in profitability, as adjusted EBITA grew 60% YOY. This marks the company’s return to a double-digit adjusted EBITDA margin after it dipped to 8% last year.March 2023 Quarterly PresentationBABA was able to generate such strong growth in adjusted EBITA largely due to its cost reduction initiatives, as it was able to reduce losses substantially at almost every loss-generating unit, as well as boost margins by 500 bps in the core commerce operations.March 2023 Quarterly PresentationBABA generated $4.7 billion in free cash flow in the quarter, making up 124% of adjusted EBITA. The company spent $1.8 billion repurchasing stock, an arguably modest amount given the extent of the undervaluation and solid free cash flow generation, but still impressive considering that share repurchases are still a newer development for this company.March 2023 Quarterly PresentationBABA ended the quarter with $63.4 billion in net cash plus $66 billion in additional equity investments.March 2023 Quarterly PresentationTogether, those made up roughly 59% of the market cap. On the conference call, management noted that while the Chinese economy continues to recover following the easing of pandemic restrictions, “consumer confidence and spending power still need further momentum.” Management also noted that there is fierce competition from the various consumption platforms. Such commentary might confuse American investors, given that BABA is often called “The Amazon of China.” But one must remember that the cost of living is much lower in China, making any logistical advantage less relevant as compared to the United States.I suspect that many investors are now focused mostly on management’s efforts to split up the business units and spin off as many of them to shareholders. Management reiterated plans to fully spin off the cloud intelligence division and complete a public listing in the next 12 months. Management also noted that their board of directors has approved both Freshippo (BABA’s retail grocery segment) and Cainiao (their logistics groups) to explore an IPO over the next 18 months. BABA owns a 67% equity interest in Cainiao. Management stated that the business reason for splitting up these business units (outside of realizing shareholder value) is that their Taobao and Tmall businesses would no longer have to direct cash to fund those losses, but could instead reinvest in growth.Management also reiterated their commitment to share repurchases, disclosing that the company had repurchased another $2.3 billion in ADSs in the 1.5 months subsequent to the quarter. I would caution against extrapolating that management has increased their aggression of the share repurchase program, but it is a good sign to know that this upcoming quarter already has a sizable amount of repurchases executed. With BABA stock being so cheap, management alignment with shareholders is a quality that can not be understated.Is BABA Stock A Buy, Sell, or Hold?As of recent prices, BABA was trading hands at just around 10x earnings.Seeking AlphaYes, that is non-GAAP earnings, but it should be noted that share-based compensation (the most typically protested non-GAAP adjustment) is only around 22% of non-GAAP net income.March 2023 Quarterly PresentationAs noted previously, BABA has net cash and equity investments making up over 50% of the market cap - this is not reflected in that valuation and reflects additional upside.The anticipated spin-offs may create value due to investors beginning to value the company on a sum-of-the-parts basis. When valuing BABA on a price to earnings basis, only China commerce is offering positive value contribution as that is the only segment generating positive net income. If we “zero out” the losses from these other segments (arguably a reasonable decision considering that these segments must have at least positive value), then we would need to adjust earnings by around 25% higher. $22.7 billion in China commerce net income valued at 10x earnings implies $227 billion in equity value from this segment alone.Based on a 6x sales multiple for the cloud division (yielding $73 billion in equity value), a $20 billion value for Cainiao (at a 67% equity interest), we arrive at another $86 billion in equity value. If we include only $58 billion in net cash (ignoring the equity investments on the balance sheet) then we arrive at $371 billion in projected value, implying a stock price of $144 per share. That is already suggesting ample upside, and we have neither assigned value to many other proposed spin-offs nor increased the 10x earnings multiple on the China commerce operations.What are the key risks? The risks should not be understated. The Chinese government remains a wildcard here, not just due to what kind of negative actions they might do in the future, but also due to the perception of it placed on the valuation. Even if BABA management follows through with these spin-offs, it is possible that the total valuation remains compressed if Wall Street remains concerned about regulatory intervention. I am of the view that the share repurchases go a long way towards helping to improve this sentiment, but the share repurchases admittedly can be increased further, and a dividend might be more efficient at this point. It is also possible that management is unable to execute on the proposed spin-offs, or the spin-offs result in bloated cost structures that somehow come back to become a net negative for the company. There isn’t really a price at which these risks are “priced in” but I see tremendous potential upside for the stock and the near term catalysts are in motion. I rate the stock a buy, but caution that this position requires monitoring (and ideally hedging).Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196454100304064,"gmtCreate":1688968577227,"gmtModify":1688968581661,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196454100304064","repostId":"1198674421","repostType":4,"repost":{"id":"1198674421","pubTimestamp":1688957366,"share":"https://ttm.financial/m/news/1198674421?lang=&edition=fundamental","pubTime":"2023-07-10 10:49","market":"hk","language":"en","title":"Alibaba, Tencent Fuel Best Rally in a Week in Hong Kong Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1198674421","media":"South China Morning Post","summary":"Alibaba Group jumped 4.9 per cent to HK$88.45 Tencent gained 2.4 per cent to HK$334.60 Tech peers like Meituan added 2.6 per cent to HK$122.20 while Baidu strengthened 1.5 per cent to HK$139,40.","content":"<html><head></head><body><ul><li><p>Alibaba Group, Tencent rally as traders bet the latest billion-dollar fines will mark the end of China’s tech sector crackdown</p></li><li><p>Hong Kong developers also jump on measures to ease mortgage financing limits for first-time house buyers, brightening home sales outlook</p></li></ul><p>Hong Kong stocks rose by the most in a week, led by a surge in Alibaba Group and Tencent Holdings as traders bet the latest billion-dollar fines will unshackle both entities from further regulatory clampdown. Gains were limited by a report showing deflation deepened in mainland China.</p><p>The Hang Seng Index advanced 1.6 per cent to 18,659.20 at 10.26am local time to rebound from a five-week low. The Tech Index increased 2.2 per cent while the Shanghai Composite Index added 0.4 per cent.</p><p>Alibaba Group jumped 4.9 per cent to HK$88.45, following an 8 per cent rally in New York trading on Friday in the stock’s biggest gain since March. Tencent gained 2.4 per cent to HK$334.60. Tech peers like Meituan added 2.6 per cent to HK$122.20 while Baidu strengthened 1.5 per cent to HK$139,40.</p><p>The People’s Bank of China last week penalised Ant Group, an Alibaba Group Holding affiliate, 7.12 billion yuan (US$984.3 million) in what analysts deemed as the closure to years of crackdown on unfair market practices. The central bank fined Alipay 3.09 billion yuan and Tenpay 2.99 billion yuan.</p><p>Alibaba Group is the owner of this newspaper.</p><p>Elsewhere, Sun Hung Kai Properties advanced 0.5 per cent to HK$95.60 while Henderson Land climbed 1.5 per cent to HK$23 and CK Asset added 1 per cent to HK$42.45. The city’s monetary authority relaxed mortgage financing limits to help spur demand from first-time house buyers, marking the first major easing measures since 2009 that brightens the outlook for home sales.</p><p>Consumer prices in China stalled in June from a year earlier, after gaining 0.2 per cent in May, the statistics bureau said on Monday. Producer prices shrank 5.4 per cent, adding to 4.6 per cent decline from May.</p><p>Three stocks debuted on Monday. Hengong Precision Equipment jumped 19 per cent to 44.10 yuan in Shenzhen, and Guangdong Skychem Technology soared 63 per cent to 89.53 yuan in Shanghai, while Wise Living Technology fell 0.6 per cent to HK$3.60 in Hong Kong.</p><p>Elsewhere, key Asian markets were mixed. The Nikkei 225 in Japan lost 0.1 per cent while the Kospi in South Korea gained 0.3 per cent and the S&amp;P/ASX 200 in Australia added 0.3 per cent.</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>Alibaba, Tencent Fuel Best Rally in a Week in Hong Kong 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\">\nAlibaba, Tencent Fuel Best Rally in a Week in Hong Kong Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-10 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/china-business/article/3227108/alibaba-tencent-fuel-best-rally-week-hong-kong-stocks-while-easier-mortgage-rules-aid-property?module=live&pgtype=homepage><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group, Tencent rally as traders bet the latest billion-dollar fines will mark the end of China’s tech sector crackdownHong Kong developers also jump on measures to ease mortgage financing ...</p>\n\n<a href=\"https://www.scmp.com/business/china-business/article/3227108/alibaba-tencent-fuel-best-rally-week-hong-kong-stocks-while-easier-mortgage-rules-aid-property?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":{"09988":"阿里巴巴-W","03690":"美团-W","00700":"腾讯控股"},"source_url":"https://www.scmp.com/business/china-business/article/3227108/alibaba-tencent-fuel-best-rally-week-hong-kong-stocks-while-easier-mortgage-rules-aid-property?module=live&pgtype=homepage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198674421","content_text":"Alibaba Group, Tencent rally as traders bet the latest billion-dollar fines will mark the end of China’s tech sector crackdownHong Kong developers also jump on measures to ease mortgage financing limits for first-time house buyers, brightening home sales outlookHong Kong stocks rose by the most in a week, led by a surge in Alibaba Group and Tencent Holdings as traders bet the latest billion-dollar fines will unshackle both entities from further regulatory clampdown. Gains were limited by a report showing deflation deepened in mainland China.The Hang Seng Index advanced 1.6 per cent to 18,659.20 at 10.26am local time to rebound from a five-week low. The Tech Index increased 2.2 per cent while the Shanghai Composite Index added 0.4 per cent.Alibaba Group jumped 4.9 per cent to HK$88.45, following an 8 per cent rally in New York trading on Friday in the stock’s biggest gain since March. Tencent gained 2.4 per cent to HK$334.60. Tech peers like Meituan added 2.6 per cent to HK$122.20 while Baidu strengthened 1.5 per cent to HK$139,40.The People’s Bank of China last week penalised Ant Group, an Alibaba Group Holding affiliate, 7.12 billion yuan (US$984.3 million) in what analysts deemed as the closure to years of crackdown on unfair market practices. The central bank fined Alipay 3.09 billion yuan and Tenpay 2.99 billion yuan.Alibaba Group is the owner of this newspaper.Elsewhere, Sun Hung Kai Properties advanced 0.5 per cent to HK$95.60 while Henderson Land climbed 1.5 per cent to HK$23 and CK Asset added 1 per cent to HK$42.45. The city’s monetary authority relaxed mortgage financing limits to help spur demand from first-time house buyers, marking the first major easing measures since 2009 that brightens the outlook for home sales.Consumer prices in China stalled in June from a year earlier, after gaining 0.2 per cent in May, the statistics bureau said on Monday. Producer prices shrank 5.4 per cent, adding to 4.6 per cent decline from May.Three stocks debuted on Monday. Hengong Precision Equipment jumped 19 per cent to 44.10 yuan in Shenzhen, and Guangdong Skychem Technology soared 63 per cent to 89.53 yuan in Shanghai, while Wise Living Technology fell 0.6 per cent to HK$3.60 in Hong Kong.Elsewhere, key Asian markets were mixed. The Nikkei 225 in Japan lost 0.1 per cent while the Kospi in South Korea gained 0.3 per cent and the S&P/ASX 200 in Australia added 0.3 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941190408,"gmtCreate":1680015212905,"gmtModify":1680015215473,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941190408","repostId":"2322570372","repostType":2,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941027110,"gmtCreate":1679890300231,"gmtModify":1679890303973,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"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/9941027110","repostId":"1170607122","repostType":2,"repost":{"id":"1170607122","pubTimestamp":1677808041,"share":"https://ttm.financial/m/news/1170607122?lang=&edition=fundamental","pubTime":"2023-03-03 09:47","market":"sg","language":"en","title":"Looking to Retire Soon? These 4 Stocks May Be Suitable for You","url":"https://stock-news.laohu8.com/highlight/detail?id=1170607122","media":"The Smart Investor","summary":"We highlight four stocks that we believe are suitable for retirees.Retirement is meant to be an idyl","content":"<html><head></head><body><p>We highlight four stocks that we believe are suitable for retirees.</p><p><img src=\"https://static.tigerbbs.com/cb59b771938457e82aad2187c1f26f42\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"/></p><p>Retirement is meant to be an idyllic time as you hang up your working boots and enjoy time with your family while pursuing your passions.</p><p>As such, your investment portfolio needs to generate a steady stream of passive income that can sustain your pre-retirement lifestyle.</p><p>Aside from this income, you also want to ensure that the stocks you own are resilient and can withstand periodic bouts of economic volatility.</p><p>Armed with these requirements, you should then seek out stocks with stable businesses and strong franchises that pay out consistent dividends.</p><p>Here are four stocks that we believe will be suitable for retirees.</p><p><b>Singapore Exchange Limited (SGX: S68)</b></p><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>SGX enjoys a natural monopoly and the group has also been increasing the variety of investment options it offers to its clients.</p><p>The bourse operator reported an encouraging set of earnings for its fiscal 2023’s first half (1H FY2023).</p><p>Revenue was up 10% year on year to S$571 million while net profit jumped by 30% year on year to S$285 million.</p><p>Excluding non-recurring and one-off items, SGX’s net profit would still have risen by 7% year on year to S$237 million.</p><p>The group has declared an interim dividend of S$0.08 for the quarter, bringing its forward 12-month dividend to S$0.32.</p><p>SGX’s derivatives division saw a 28% year on year increase in revenue, because of gains across asset classes and record volumes logged for certain contracts.</p><p>Meanwhile, the group’s over-the-counter foreign exchange (FX) business is doing well, contributing to 6% of total revenue.</p><p>SGX anticipates that this division can hit an average daily volume of US$100 billion, up from the present US$68 billion.</p><p><b>Haw Par Corporation Limited (SGX: H02)</b></p><p>Haw Par is a conglomerate with four distinct divisions – healthcare, leisure, property, and investments.</p><p>Its healthcare division is the owner of the Tiger Balm brand, one of the world’s leading topical analgesic brands that is sold in over 100 countries.</p><p>Haw Par generates healthy free cash flow every year and also enjoys dividend income from its stakes in<b>United Overseas Bank Ltd</b>(SGX: U11) and<b>UOL Group Ltd</b>(SGX: U16).</p><p>The group proposed a final dividend of S$0.15, similar to the amount paid out a year ago.</p><p>Coupled with the interim dividend of S$0.15, Haw Par’s total 2022 dividend stands at S$0.30.</p><p>Its latest 2022 earnings showed a strong recovery, with revenue up 29% year on year to S$182.1 million and net profit jumping 34.7% year on year to S$148.3 million.</p><p><b>Singapore Technologies Engineering Ltd (SGX: S63)</b></p><p>Singapore Technologies Engineering, or STE, is a defence and engineering conglomerate that serves businesses in the aerospace, smart city, and public security sectors.</p><p>Temasek Holdingsowns nearly 50% of STE and is its largest shareholder.</p><p>2022 saw the conglomerate report a 17.4% year on year rise in revenue to S$9 billion.</p><p>However, net profit dipped by 6.2% year on year to S$535 million.</p><p>Excluding government support and one-off items, STE’s net profit would have surged by 39% year on year to S$549 million.</p><p>A final dividend of S$0.04 was declared, bringing the total dividend for 2022 to S$0.16.</p><p>STE is well-positioned to ride the recovery of the aviation industry which should benefit its aerospace division.</p><p>The engineering group secured a total of S$13.1 billion in new contracts for 2022, bringing its order book as of 31 December 2022 to S$23 billion.</p><p><b>OCBC Ltd (SGX: O39)</b></p><p>OCBC needs no introduction, being Singapore’s second-largest bank.</p><p>The lender forms one of the three pillars of Singapore’s banking scene and recently reported a stellar set of earnings for 2022.</p><p>Net profit for the bank climbed 18% year on year to hit a record high of S$5.7 billion last year.</p><p>The strong performance was the result of higher interest rates that helped to boost both the lender’s net interest margin and net interest income.</p><p>To reward shareholders, OCBC hiked its final dividend by 43% year on year from S$0.28 to S$0.40.</p><p>For 2022, the total dividend came up to S$0.68, 28% higher than 2021’s S$0.53.</p><p>OCBC remains confident that it can continue to deliver growth.</p><p>Net interest margin is expected to stay high at around 2.1% while China’s reopening should provide a much-needed economic boost.</p><p>The lender also targets to achieve a mid-single-digit year on year growth for its loan book.</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>Looking to Retire Soon? These 4 Stocks May Be Suitable for You</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\">\nLooking to Retire Soon? These 4 Stocks May Be Suitable for You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-03 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/looking-to-retire-soon-these-4-stocks-may-be-suitable-for-you/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We highlight four stocks that we believe are suitable for retirees.Retirement is meant to be an idyllic time as you hang up your working boots and enjoy time with your family while pursuing your ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/looking-to-retire-soon-these-4-stocks-may-be-suitable-for-you/\">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","S63.SI":"新科工程","H02.SI":"虎豹企业","O39.SI":"华侨银行"},"source_url":"https://thesmartinvestor.com.sg/looking-to-retire-soon-these-4-stocks-may-be-suitable-for-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170607122","content_text":"We highlight four stocks that we believe are suitable for retirees.Retirement is meant to be an idyllic time as you hang up your working boots and enjoy time with your family while pursuing your passions.As such, your investment portfolio needs to generate a steady stream of passive income that can sustain your pre-retirement lifestyle.Aside from this income, you also want to ensure that the stocks you own are resilient and can withstand periodic bouts of economic volatility.Armed with these requirements, you should then seek out stocks with stable businesses and strong franchises that pay out consistent dividends.Here are four stocks that we believe will be suitable for retirees.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.SGX enjoys a natural monopoly and the group has also been increasing the variety of investment options it offers to its clients.The bourse operator reported an encouraging set of earnings for its fiscal 2023’s first half (1H FY2023).Revenue was up 10% year on year to S$571 million while net profit jumped by 30% year on year to S$285 million.Excluding non-recurring and one-off items, SGX’s net profit would still have risen by 7% year on year to S$237 million.The group has declared an interim dividend of S$0.08 for the quarter, bringing its forward 12-month dividend to S$0.32.SGX’s derivatives division saw a 28% year on year increase in revenue, because of gains across asset classes and record volumes logged for certain contracts.Meanwhile, the group’s over-the-counter foreign exchange (FX) business is doing well, contributing to 6% of total revenue.SGX anticipates that this division can hit an average daily volume of US$100 billion, up from the present US$68 billion.Haw Par Corporation Limited (SGX: H02)Haw Par is a conglomerate with four distinct divisions – healthcare, leisure, property, and investments.Its healthcare division is the owner of the Tiger Balm brand, one of the world’s leading topical analgesic brands that is sold in over 100 countries.Haw Par generates healthy free cash flow every year and also enjoys dividend income from its stakes inUnited Overseas Bank Ltd(SGX: U11) andUOL Group Ltd(SGX: U16).The group proposed a final dividend of S$0.15, similar to the amount paid out a year ago.Coupled with the interim dividend of S$0.15, Haw Par’s total 2022 dividend stands at S$0.30.Its latest 2022 earnings showed a strong recovery, with revenue up 29% year on year to S$182.1 million and net profit jumping 34.7% year on year to S$148.3 million.Singapore Technologies Engineering Ltd (SGX: S63)Singapore Technologies Engineering, or STE, is a defence and engineering conglomerate that serves businesses in the aerospace, smart city, and public security sectors.Temasek Holdingsowns nearly 50% of STE and is its largest shareholder.2022 saw the conglomerate report a 17.4% year on year rise in revenue to S$9 billion.However, net profit dipped by 6.2% year on year to S$535 million.Excluding government support and one-off items, STE’s net profit would have surged by 39% year on year to S$549 million.A final dividend of S$0.04 was declared, bringing the total dividend for 2022 to S$0.16.STE is well-positioned to ride the recovery of the aviation industry which should benefit its aerospace division.The engineering group secured a total of S$13.1 billion in new contracts for 2022, bringing its order book as of 31 December 2022 to S$23 billion.OCBC Ltd (SGX: O39)OCBC needs no introduction, being Singapore’s second-largest bank.The lender forms one of the three pillars of Singapore’s banking scene and recently reported a stellar set of earnings for 2022.Net profit for the bank climbed 18% year on year to hit a record high of S$5.7 billion last year.The strong performance was the result of higher interest rates that helped to boost both the lender’s net interest margin and net interest income.To reward shareholders, OCBC hiked its final dividend by 43% year on year from S$0.28 to S$0.40.For 2022, the total dividend came up to S$0.68, 28% higher than 2021’s S$0.53.OCBC remains confident that it can continue to deliver growth.Net interest margin is expected to stay high at around 2.1% while China’s reopening should provide a much-needed economic boost.The lender also targets to achieve a mid-single-digit year on year growth for its loan book.","news_type":1},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943673753,"gmtCreate":1679445057872,"gmtModify":1679445061635,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943673753","repostId":"2321670854","repostType":4,"repost":{"id":"2321670854","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":1679428829,"share":"https://ttm.financial/m/news/2321670854?lang=&edition=fundamental","pubTime":"2023-03-22 04:00","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2321670854","media":"Reuters","summary":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking secto","content":"<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus\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\">2023-03-22 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QID":"纳指两倍做空ETF","QQQ":"纳指100ETF","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","FOMC":"FOMO CORP.","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","TQQQ":"纳指三倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","PSQ":"纳指反向ETF","DJX":"1/100道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321670854","content_text":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.But banking stocks bounced back on Tuesday, building on Monday's reversal. Still, despite its recent resurgence, the S&P banks index has lost nearly 18% of its value just this month.Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.\"The stock market is coming to a recognition that the banking crisis wasn't a crisis after all, and was isolated to a handful of banks,\" said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. \"Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.\"Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee $(FOMC)$ will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.\"The Fed will raise interest rates by 25 basis points and the market won't care,\" Pursche added. \"It will all be about (Chairman Jerome) Powell's statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise\" can be attributed to bad management on the part of a few banks.At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME's FedWatch tool.Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.According to preliminary data, the S&P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.Shares of First Republic Bank saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers PacWest Bancorp and Western Alliance Bancorp also surged.Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943673680,"gmtCreate":1679445024640,"gmtModify":1679445028164,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"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/9943673680","repostId":"1175054353","repostType":4,"repost":{"id":"1175054353","pubTimestamp":1679443629,"share":"https://ttm.financial/m/news/1175054353?lang=&edition=fundamental","pubTime":"2023-03-22 08:07","market":"sg","language":"en","title":"Singapore Shares Tipped To Open In The Green","url":"https://stock-news.laohu8.com/highlight/detail?id=1175054353","media":"RTTNews","summary":"The Singapore stock market has alternated between positive and negative finishes through the last fi","content":"<html><head></head><body><p>The Singapore stock market has alternated between positive and negative finishes through the last five trading days since the end of the five-day losing streak in which it had stumbled more than 115 points or 3.5 percent. The Straits Times Index now rests just beneath the 3,175-point plateau and it&#39;s expected to see additional support on Wednesday.</p><p>The global forecast for the Asian markets is upbeat on easing concerns over the health of the financial sector. The European and U.S. markets were firmly higher and the Asian markets are expected to open in a similar fashion.</p><p>The STI finished sharply higher on Tuesday following gains from the financial shares and industrials, while the properties came in mixed.</p><p>For the day, the index climbed 34.17 points or 1.09 percent to finish at 3,173.93 after trading between 3,157.81 and 3,186.69.</p><p>Among the actives, Ascendas REIT was up 0.36 percent, while CapitaLand Investment rallied 1.72 percent, City Developments climbed 0.98 percent, Comfort DelGro added 0.86 percent, DBS Group surged 2.14 percent, Emperador dropped 0.97 percent, Genting Singapore soared 1.90 percent, Hongkong Land fell 0.24 percent, Keppel Corp advanced 0.95 percent, Oversea-Chinese Banking Corporation collected 0.99 percent, SATS rose 0.41 percent, SembCorp Industries and Singapore Technologies Engineering both spiked 1.75 percent, United Overseas Bank jumped 1.67 percent, Wilmar International perked 0.25 percent, Yangzijiang Shipbuilding gained 0.85 percent and Mapletree Pan Asia Commercial Trust, Mapletree Industrial Trust, Mapletree Logistics Trust, Yangzijiang Financial, CapitaLand Integrated Commercial Trust, SingTel, Thai Beverage and Keppel DC REIT were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages opened higher on Tuesday and remained solidly in the green throughout the session.</p><p>The Dow surged 316.02 points or 0.98 percent to finish at 32,560.60, while the NASDAQ spiked 184.57 points or 1.58 percent to end at 11,860.11 and the S&amp;P 500 climbed 51.30 points or 1.30 percent to end at 4,002.87.</p><p>The extended rally on Wall Street partly reflected easing concerns about turmoil in the financial sector following recent steps taken to rescue distressed banks in the U.S. and Europe.</p><p>Positive sentiment was also generated in reaction to remarks by Treasury Secretary Janet Yellen, who said the government is prepared to once again take action to protect bank depositors if smaller lenders are threatened.</p><p>Traders also looked ahead to the Federal Reserve&#39;s highly anticipated monetary policy announcement later today. While the recent banking turmoil led to some speculation the Fed may leave interest rates unchanged, CME Group&#39;s FedWatch Tool is currently indicating an 86.4 percent chance of a 25-basis point rate hike.</p><p>Crude oil prices climbed higher Tuesday, gaining for a second straight session amid improving risk sentiment thanks to the coordinated efforts by major central banks to rescue troubled U.S. and European lenders. West Texas Intermediate Crude oil futures for April ended higher by $1.69 or 2.5 percent at $69.33 a barrel.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Shares Tipped To Open In The Green</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 Shares Tipped To Open In The Green\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-22 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3351608/singapore-shares-tipped-to-open-in-the-green.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has alternated between positive and negative finishes through the last five trading days since the end of the five-day losing streak in which it had stumbled more than 115 ...</p>\n\n<a href=\"https://www.rttnews.com/3351608/singapore-shares-tipped-to-open-in-the-green.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3351608/singapore-shares-tipped-to-open-in-the-green.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175054353","content_text":"The Singapore stock market has alternated between positive and negative finishes through the last five trading days since the end of the five-day losing streak in which it had stumbled more than 115 points or 3.5 percent. The Straits Times Index now rests just beneath the 3,175-point plateau and it's expected to see additional support on Wednesday.The global forecast for the Asian markets is upbeat on easing concerns over the health of the financial sector. The European and U.S. markets were firmly higher and the Asian markets are expected to open in a similar fashion.The STI finished sharply higher on Tuesday following gains from the financial shares and industrials, while the properties came in mixed.For the day, the index climbed 34.17 points or 1.09 percent to finish at 3,173.93 after trading between 3,157.81 and 3,186.69.Among the actives, Ascendas REIT was up 0.36 percent, while CapitaLand Investment rallied 1.72 percent, City Developments climbed 0.98 percent, Comfort DelGro added 0.86 percent, DBS Group surged 2.14 percent, Emperador dropped 0.97 percent, Genting Singapore soared 1.90 percent, Hongkong Land fell 0.24 percent, Keppel Corp advanced 0.95 percent, Oversea-Chinese Banking Corporation collected 0.99 percent, SATS rose 0.41 percent, SembCorp Industries and Singapore Technologies Engineering both spiked 1.75 percent, United Overseas Bank jumped 1.67 percent, Wilmar International perked 0.25 percent, Yangzijiang Shipbuilding gained 0.85 percent and Mapletree Pan Asia Commercial Trust, Mapletree Industrial Trust, Mapletree Logistics Trust, Yangzijiang Financial, CapitaLand Integrated Commercial Trust, SingTel, Thai Beverage and Keppel DC REIT were unchanged.The lead from Wall Street is broadly positive as the major averages opened higher on Tuesday and remained solidly in the green throughout the session.The Dow surged 316.02 points or 0.98 percent to finish at 32,560.60, while the NASDAQ spiked 184.57 points or 1.58 percent to end at 11,860.11 and the S&P 500 climbed 51.30 points or 1.30 percent to end at 4,002.87.The extended rally on Wall Street partly reflected easing concerns about turmoil in the financial sector following recent steps taken to rescue distressed banks in the U.S. and Europe.Positive sentiment was also generated in reaction to remarks by Treasury Secretary Janet Yellen, who said the government is prepared to once again take action to protect bank depositors if smaller lenders are threatened.Traders also looked ahead to the Federal Reserve's highly anticipated monetary policy announcement later today. While the recent banking turmoil led to some speculation the Fed may leave interest rates unchanged, CME Group's FedWatch Tool is currently indicating an 86.4 percent chance of a 25-basis point rate hike.Crude oil prices climbed higher Tuesday, gaining for a second straight session amid improving risk sentiment thanks to the coordinated efforts by major central banks to rescue troubled U.S. and European lenders. West Texas Intermediate Crude oil futures for April ended higher by $1.69 or 2.5 percent at $69.33 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949413345,"gmtCreate":1678810937388,"gmtModify":1678813194336,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Don't be fool by the mouldy fool","listText":"Don't be fool by the mouldy fool","text":"Don't be fool by the mouldy fool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949413345","repostId":"2319074636","repostType":4,"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949301178,"gmtCreate":1678338463394,"gmtModify":1678338468539,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Haw par&nbsp;has been sleeping all the while. Anyone has any idea why is it still states stocks to watch?","listText":"Haw par&nbsp;has been sleeping all the while. Anyone has any idea why is it still states stocks to watch?","text":"Haw par has been sleeping all the while. Anyone has any idea why is it still states stocks to watch?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949301178","repostId":"1138756936","repostType":2,"repost":{"id":"1138756936","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":1677199222,"share":"https://ttm.financial/m/news/1138756936?lang=&edition=fundamental","pubTime":"2023-02-24 08:40","market":"sg","language":"en","title":"Singapore Stocks to Watch: OCBC, ST Engineering, Haw Par Corp, Riverstone, HRnetGroup","url":"https://stock-news.laohu8.com/highlight/detail?id=1138756936","media":"Tiger Newspress","summary":"OCBC reported net profit of S$1.3 billion for the fourth quarter ended December 2022, rising 34 perc","content":"<html><head></head><body><p>OCBC reported net profit of S$1.3 billion for the fourth quarter ended December 2022, rising 34 percent from S$973 million the previous year as net interest income hit a new quarterly high.</p><p>ST Engineering profits for the second half of the year ended Dec 31, 2022, eased 7.1 percent to S$255 million from S$274.4 million, due to energy inflation, higher Transcore expenses and reduced government support, the group said on Friday (Feb 24).</p><p>Haw Par Corp reported a 24.5 percent rise in net profit to S$71.1 million for the six months ended Dec 31, 2022, from S$57.1 million in the previous corresponding period.</p><p>Riverstone reported a 62.1 percent fall in net profit for the fourth quarter to RM42 million (S$12.7 million), from RM110.7 million in the year-ago period.</p><p>HRnetGroup posted an 11.4 percent rise in net profit to S$32.9 million in the six months ended Dec 31, 2022, up from S$29.6 million the year before.</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: OCBC, ST Engineering, Haw Par Corp, Riverstone, HRnetGroup</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 Stocks to Watch: OCBC, ST Engineering, Haw Par Corp, Riverstone, HRnetGroup\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\">2023-02-24 08:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>OCBC reported net profit of S$1.3 billion for the fourth quarter ended December 2022, rising 34 percent from S$973 million the previous year as net interest income hit a new quarterly high.</p><p>ST Engineering profits for the second half of the year ended Dec 31, 2022, eased 7.1 percent to S$255 million from S$274.4 million, due to energy inflation, higher Transcore expenses and reduced government support, the group said on Friday (Feb 24).</p><p>Haw Par Corp reported a 24.5 percent rise in net profit to S$71.1 million for the six months ended Dec 31, 2022, from S$57.1 million in the previous corresponding period.</p><p>Riverstone reported a 62.1 percent fall in net profit for the fourth quarter to RM42 million (S$12.7 million), from RM110.7 million in the year-ago period.</p><p>HRnetGroup posted an 11.4 percent rise in net profit to S$32.9 million in the six months ended Dec 31, 2022, up from S$29.6 million the year before.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"H02.SI":"虎豹企业","S63.SI":"新科工程","O39.SI":"华侨银行","AP4.SI":"立合斯顿","CHZ.SI":"和乐集团有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138756936","content_text":"OCBC reported net profit of S$1.3 billion for the fourth quarter ended December 2022, rising 34 percent from S$973 million the previous year as net interest income hit a new quarterly high.ST Engineering profits for the second half of the year ended Dec 31, 2022, eased 7.1 percent to S$255 million from S$274.4 million, due to energy inflation, higher Transcore expenses and reduced government support, the group said on Friday (Feb 24).Haw Par Corp reported a 24.5 percent rise in net profit to S$71.1 million for the six months ended Dec 31, 2022, from S$57.1 million in the previous corresponding period.Riverstone reported a 62.1 percent fall in net profit for the fourth quarter to RM42 million (S$12.7 million), from RM110.7 million in the year-ago period.HRnetGroup posted an 11.4 percent rise in net profit to S$32.9 million in the six months ended Dec 31, 2022, up from S$29.6 million the year before.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954849686,"gmtCreate":1676267032945,"gmtModify":1676267036452,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"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/9954849686","repostId":"1159579425","repostType":2,"repost":{"id":"1159579425","pubTimestamp":1676246789,"share":"https://ttm.financial/m/news/1159579425?lang=&edition=fundamental","pubTime":"2023-02-13 08:06","market":"us","language":"en","title":"Amazon: AWS Cloud Remains A Silver Lining","url":"https://stock-news.laohu8.com/highlight/detail?id=1159579425","media":"Seeking Alpha","summary":"SummaryAWS's elongated sales cycle was not unique in the cloud provider market, since peers such as ","content":"<html><head></head><body><h3>Summary</h3><ul><li>AWS&#39;s elongated sales cycle was not unique in the cloud provider market, since peers such as GOOG and MSFT reported a similar phenomenon.</li><li>Cloud margins were similarly impacted at a time of tightened corporate spending, implying discounted rates to retain consumers.</li><li>However, AWS continued to record market-leading cloud performance obligations of $110.4B, compared to GOOG at $64.3B and MSFT at $15.82B.</li><li>This suggested that AMZN might be able to weather the uncertainty exceptionally well over the next few quarters, particularly when considering the Fed&#39;s dovish commentary.</li></ul><p>We previously covered <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> here in November 2022. At that time, we had encouraged investors to buy the stock at the $90s levels, due to the notable recessionary discount on its stock price. Despite the short-term profitability and debt issues, we reckoned things may improve by FY2025, attributed to the normalization of the macroeconomic environment and the projected improvement in its balance sheet.</p><p>For this article, we will be focusing on AMZN&#39;s slowing growth in the AWS segment, which was one of the reasons why the stock tumbled post FQ4&#39;22 earnings call. We think the pessimism has been overdone since multiple cloud providers similarly experienced elongated sales cycles, which impacted margins. In addition, the e-commerce giant continued to post excellent top line growth with normalizing operating income, suggesting a potential turnabout soon.</p><h3>AMZN&#39;s AWS Investment Thesis Remains More Than Stellar</h3><p>AMZN over expanded its workforce, leases, and capital expenditures during the height of the pandemic, which triggered notable headwinds in its profitability since FQ4&#39;21. In FY2022, the company recorded total operating expenses of $212.9B, growing by 23.3% YoY from $172.59B and 111.9% from FY2019 levels of $100.44B. Meanwhile, the growth of its top-line was notably slower at 9.4% YoY to $513.98B in the latest fiscal year, but grew by 83.2% from FY2019 levels.</p><p>The event coincided with the drastic normalization of the hyper-pandemic valuations, similarly affecting AMZN&#39;s investments in Rivian Automotive, Inc. (NASDAQ:RIVN). By FQ4&#39;22, the company had recorded an eye-watering $16.8B in writedowns related to the automotive stock, impacting its GAAP net income profitability and GAAP EPS at the same time.</p><p>Combined with the slowing growth for AMZN&#39;s bottom line driver, Amazon Web Services [AWS], it was unsurprising that Mr. Market had grown similarly pessimistic about the company&#39;s forward execution.</p><p><img src=\"https://static.tigerbbs.com/32914cead1ac89d3a2728023f5cf4bc9\" tg-width=\"640\" tg-height=\"469\" referrerpolicy=\"no-referrer\"/>While we understood Mr. Market&#39;s uncertainty, it was important to highlight that Alphabet&#39;s Google Cloud and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>&#39;s Intelligent Cloud similarly reported a deceleration in top-line growth in their latest quarters.</p><p>AMZN reported YoY growth of 20.2% for AWS related revenues in FQ4&#39;22, against the 39.5% in FQ4&#39;21. GOOG&#39;s cloud segment similarly decelerated to 32% and MSFT&#39;s to 17.8%, opposed to 44.6% and 25.1% a year ago, respectively.</p><p>It was apparent that the peak recessionary fears resulted in longer sales cycle impacting cloud spending, as similarly witnessed in multiple sectors, including PC demand, cybersecurity, and headcount hiring. Perhaps this was why AMZN had reported lower AWS operating margins of 24.3% by FQ4&#39;22, implying discounted rates, as hinted in the recent earnings call. Brian Olsavsky, CFO of AMZN, said:</p><blockquote>Some of the key benefits of being in the cloud compared to managing your own data center are the ability to handle large demand swings and to optimize costs relatively quickly, especially during times of economic uncertainty. Our customers are looking for ways to save money, and we spend a lot of our time trying to help them do so. (Seeking Alpha)</blockquote><p>Nonetheless, we remain upbeat, since the cloud and e-commerce giant continues to record expanding unearned revenues and performance obligations thus far. By FQ4&#39;22, AMZN reported unearned revenues of $16.1B (+15% YoY) related to the AWS services and Amazon Prime memberships. At the same time, the company recorded stellar AWS performance obligations of $110.4B (+5.8% QoQ from $104.3B &amp; +37.3% YoY from $80.4B) with an average remaining life of 3.7 years.</p><p>In the meantime, MSFT&#39;s unearned revenue for the Intelligent Cloud stood at $15.82B by the latest quarter, declining by -8.5% QoQ from $17.29B while increasing by 8.8% YoY from $14.54B. GOOG&#39;s remaining performance obligation got Google Cloud was more impressive at $64.3B in FQ4&#39;22, expanding by 22.7% QoQ from $52.4B and 26% YoY from $51B.</p><p>Therefore, the stellar AWS backlog, post reopening cadence, might support AMZN&#39;s financial performance through the next few quarters of uncertainties. This was despite the mixed FQ1&#39;23 revenue guidance of $121B - $126B and operating income of $0B - $4B, against the consensus estimates of $125.13B/ $3.7B and FQ1&#39;22 levels of $116.44B/ $3.66B, respectively.</p><h3>So, Is AMZN Stock A Buy, Sell, or Hold?</h3><p><img src=\"https://static.tigerbbs.com/3c416bd3d8994e92e2cd50b5658f5bb3\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/>AMZN stock has recorded an impressive 26.3% recovery since the December 2022 bottom of $81.82, likely attributed to the market optimism surrounding the Q4&#39;22 earnings season in January 2023 and the Fed&#39;s projected 25 basis point hike in early February.</p><p>The FAANG/ FAAMG stocks similarly experienced tremendous recoveries, with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> rallying by 61.3%, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> by 22.5%, <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> by 32.1%, MSFT by 10.1%, and GOOG by 21.8%, along with the S&amp;P 500 Index by 9.3% thus far.</p><p>Naturally, the recent mixed results from FAANG and tech companies alike suggested that corporate cloud and advertising spending remained tight moving forward. A number of factors might have contributed to this downtrend, including the worsening macroeconomic outlook, the prolonged interest rate pains through 2023, and the tougher YoY comparison.</p><p>However, AMZN has proven itself as highly resilient, through the excellent AWS performance as discussed above. Furthermore, the company delivered impressive FQ4&#39;22 top-line growth to $127.82B (non-AWS segment), increasing by 19.9% QoQ and 6.8% YoY at a time of rising inflationary pressures and reduced discretionary spending.</p><p>This mashed-up segment comprising e-commerce, prime memberships, advertising, fulfillment, and commissions, amongst others, remained unprofitable, with operating incomes of -$2.46B and margins of -1.9% in FQ4&#39;22. However, it was primarily attributed to the $2.7B one-time charge related to the employee severance and impairments of property/ equipment/ operating leases, amongst others.</p><p>Therefore, based on the adjusted numbers, we would have been looking at FQ4&#39;22 operating incomes of $0.24B and operating margins of 0.18% (non-AWS segment). While these numbers might look dismal, it represented massive improvements from FQ3&#39;22 levels of -$2.87B/ -2.6% and FQ4&#39;21 levels of -$1.83B/ -1.5%, respectively. Considering that most impairment charges were already front-loaded in FQ4&#39;22, things might be much better by FQ1&#39;23. Only time will tell.</p><p>In the meantime, since the AMZN stock is trading above its 50-day moving average and is likely to bounce off the November resistance levels in the $100s, we reckon patience may be more prudent now. Investors will be well advised to wait for another $80s to $90s entry point, depending on their dollar cost averages. More opportunities may arise, since it is still early in the year.</p></body></html>","source":"seekingalpha_fund","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: AWS Cloud Remains A Silver Lining</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: AWS Cloud Remains A Silver Lining\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-13 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4576428-amazon-aws-cloud-remains-a-silver-lining><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAWS's elongated sales cycle was not unique in the cloud provider market, since peers such as GOOG and MSFT reported a similar phenomenon.Cloud margins were similarly impacted at a time of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4576428-amazon-aws-cloud-remains-a-silver-lining\">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/4576428-amazon-aws-cloud-remains-a-silver-lining","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159579425","content_text":"SummaryAWS's elongated sales cycle was not unique in the cloud provider market, since peers such as GOOG and MSFT reported a similar phenomenon.Cloud margins were similarly impacted at a time of tightened corporate spending, implying discounted rates to retain consumers.However, AWS continued to record market-leading cloud performance obligations of $110.4B, compared to GOOG at $64.3B and MSFT at $15.82B.This suggested that AMZN might be able to weather the uncertainty exceptionally well over the next few quarters, particularly when considering the Fed's dovish commentary.We previously covered Amazon here in November 2022. At that time, we had encouraged investors to buy the stock at the $90s levels, due to the notable recessionary discount on its stock price. Despite the short-term profitability and debt issues, we reckoned things may improve by FY2025, attributed to the normalization of the macroeconomic environment and the projected improvement in its balance sheet.For this article, we will be focusing on AMZN's slowing growth in the AWS segment, which was one of the reasons why the stock tumbled post FQ4'22 earnings call. We think the pessimism has been overdone since multiple cloud providers similarly experienced elongated sales cycles, which impacted margins. In addition, the e-commerce giant continued to post excellent top line growth with normalizing operating income, suggesting a potential turnabout soon.AMZN's AWS Investment Thesis Remains More Than StellarAMZN over expanded its workforce, leases, and capital expenditures during the height of the pandemic, which triggered notable headwinds in its profitability since FQ4'21. In FY2022, the company recorded total operating expenses of $212.9B, growing by 23.3% YoY from $172.59B and 111.9% from FY2019 levels of $100.44B. Meanwhile, the growth of its top-line was notably slower at 9.4% YoY to $513.98B in the latest fiscal year, but grew by 83.2% from FY2019 levels.The event coincided with the drastic normalization of the hyper-pandemic valuations, similarly affecting AMZN's investments in Rivian Automotive, Inc. (NASDAQ:RIVN). By FQ4'22, the company had recorded an eye-watering $16.8B in writedowns related to the automotive stock, impacting its GAAP net income profitability and GAAP EPS at the same time.Combined with the slowing growth for AMZN's bottom line driver, Amazon Web Services [AWS], it was unsurprising that Mr. Market had grown similarly pessimistic about the company's forward execution.While we understood Mr. Market's uncertainty, it was important to highlight that Alphabet's Google Cloud and Microsoft's Intelligent Cloud similarly reported a deceleration in top-line growth in their latest quarters.AMZN reported YoY growth of 20.2% for AWS related revenues in FQ4'22, against the 39.5% in FQ4'21. GOOG's cloud segment similarly decelerated to 32% and MSFT's to 17.8%, opposed to 44.6% and 25.1% a year ago, respectively.It was apparent that the peak recessionary fears resulted in longer sales cycle impacting cloud spending, as similarly witnessed in multiple sectors, including PC demand, cybersecurity, and headcount hiring. Perhaps this was why AMZN had reported lower AWS operating margins of 24.3% by FQ4'22, implying discounted rates, as hinted in the recent earnings call. Brian Olsavsky, CFO of AMZN, said:Some of the key benefits of being in the cloud compared to managing your own data center are the ability to handle large demand swings and to optimize costs relatively quickly, especially during times of economic uncertainty. Our customers are looking for ways to save money, and we spend a lot of our time trying to help them do so. (Seeking Alpha)Nonetheless, we remain upbeat, since the cloud and e-commerce giant continues to record expanding unearned revenues and performance obligations thus far. By FQ4'22, AMZN reported unearned revenues of $16.1B (+15% YoY) related to the AWS services and Amazon Prime memberships. At the same time, the company recorded stellar AWS performance obligations of $110.4B (+5.8% QoQ from $104.3B & +37.3% YoY from $80.4B) with an average remaining life of 3.7 years.In the meantime, MSFT's unearned revenue for the Intelligent Cloud stood at $15.82B by the latest quarter, declining by -8.5% QoQ from $17.29B while increasing by 8.8% YoY from $14.54B. GOOG's remaining performance obligation got Google Cloud was more impressive at $64.3B in FQ4'22, expanding by 22.7% QoQ from $52.4B and 26% YoY from $51B.Therefore, the stellar AWS backlog, post reopening cadence, might support AMZN's financial performance through the next few quarters of uncertainties. This was despite the mixed FQ1'23 revenue guidance of $121B - $126B and operating income of $0B - $4B, against the consensus estimates of $125.13B/ $3.7B and FQ1'22 levels of $116.44B/ $3.66B, respectively.So, Is AMZN Stock A Buy, Sell, or Hold?AMZN stock has recorded an impressive 26.3% recovery since the December 2022 bottom of $81.82, likely attributed to the market optimism surrounding the Q4'22 earnings season in January 2023 and the Fed's projected 25 basis point hike in early February.The FAANG/ FAAMG stocks similarly experienced tremendous recoveries, with Meta Platforms rallying by 61.3%, Apple by 22.5%, Netflix by 32.1%, MSFT by 10.1%, and GOOG by 21.8%, along with the S&P 500 Index by 9.3% thus far.Naturally, the recent mixed results from FAANG and tech companies alike suggested that corporate cloud and advertising spending remained tight moving forward. A number of factors might have contributed to this downtrend, including the worsening macroeconomic outlook, the prolonged interest rate pains through 2023, and the tougher YoY comparison.However, AMZN has proven itself as highly resilient, through the excellent AWS performance as discussed above. Furthermore, the company delivered impressive FQ4'22 top-line growth to $127.82B (non-AWS segment), increasing by 19.9% QoQ and 6.8% YoY at a time of rising inflationary pressures and reduced discretionary spending.This mashed-up segment comprising e-commerce, prime memberships, advertising, fulfillment, and commissions, amongst others, remained unprofitable, with operating incomes of -$2.46B and margins of -1.9% in FQ4'22. However, it was primarily attributed to the $2.7B one-time charge related to the employee severance and impairments of property/ equipment/ operating leases, amongst others.Therefore, based on the adjusted numbers, we would have been looking at FQ4'22 operating incomes of $0.24B and operating margins of 0.18% (non-AWS segment). While these numbers might look dismal, it represented massive improvements from FQ3'22 levels of -$2.87B/ -2.6% and FQ4'21 levels of -$1.83B/ -1.5%, respectively. Considering that most impairment charges were already front-loaded in FQ4'22, things might be much better by FQ1'23. Only time will tell.In the meantime, since the AMZN stock is trading above its 50-day moving average and is likely to bounce off the November resistance levels in the $100s, we reckon patience may be more prudent now. Investors will be well advised to wait for another $80s to $90s entry point, depending on their dollar cost averages. More opportunities may arise, since it is still early in the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954858309,"gmtCreate":1676262235502,"gmtModify":1676262238910,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954858309","repostId":"2310965171","repostType":4,"repost":{"id":"2310965171","pubTimestamp":1676255593,"share":"https://ttm.financial/m/news/2310965171?lang=&edition=fundamental","pubTime":"2023-02-13 10:33","market":"us","language":"en","title":"Meta Has Solved The “New Coke” Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=2310965171","media":"Seekingalpha","summary":"Meta was in a similar situation to Coca-Cola with their \"New Coke\" in 1985.","content":"<html><head></head><body><h3>Summary</h3><ul><li>In our previous article, we pointed out that Meta was in a similar situation to Coca-Cola with their &#34;New Coke&#34; in 1985.</li><li>Meta is up more than 54% since our last rating as we update to a more cautious outlook.</li><li>Although Meta is reining in spending across all divisions, as we expected, we are still quite concerned about Meta&#39;s long-term spending on Reality Labs.</li><li>Meta is no longer a bargain, as it currently trades closer to more normal P/FCF and EV/EBITDA multiples.</li><li>Certain headwinds that prompted a major surge in CapEx may soon turn into tailwinds as Meta continues to build on generative AI and workforce reduction.</li><li>In our last article on <a href=\"https://laohu8.com/S/META\">Meta</a>, we wrote about their difficulties with the Metaverse, profitability, and market share in their legacy business. In particular, we compared it to Coca-Cola (KO) in 1985, when they boldly tried to replace their Classic Coke with &#34;New Coke,&#34; in response to losing market share to competitors.</li><li>Meta seems to be in the same situation, deviating from its core business, advertising, to the Metaverse and other ventures that are basically unprofitable gambles on where management believes the future is headed. Like Coca-Cola, Meta seems to be returning to its core business and efficiency, and the &#34;New Coke&#34; problem seems to be solved.</li><li>We gave Meta stock a buy rating at $113.02 and that position is currently up 54.09%, but we explain why we are quite cautious and are changing our buy rating to a hold rating with an eye toward 2023, the year of efficiency.</li></ul><p><img src=\"https://static.seekingalpha.com/uploads/2023/2/11/saupload_913237768a3a6e3266074275bc7fcddb.png\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>The &#39;New Coke&#39; Problem</h2><p>We had classified Meta&#39;s Metaverse and overspending as a &#39;New Coke&#39;-like problem, because it is still currently the biggest sinkhole in terms of cash, while still not supported by a valid business model. And fortunately, like &#39;New Coke,&#39; Meta, after receiving enough feedback, returned to its legacy business. Looking back, Meta approx. lost $13.7BN on the Metaverse alone in 2022, currently rising to about $35BN+.</p><p>Spending $35BN to generate just over $6BN in revenue, we don&#39;t see it as a valid business model. Rather an expensive experiment. For a small business, that&#39;s the same as running an ice cream stand, buying ice cream for almost $6, and selling it for $1. Can you run such kind of business? Yes, if you have enough capital to waste. Should you? Absolutely not, of course. All that money could have been used to buy back more shares when the stock was an absolute bargain, and probably wouldn&#39;t have even gone below $100 in the first place, with a near single-digit P/E ratio.</p><p>Speaking of buybacks, as most know, Meta announced that it was expanding its buyback program by $40 billion. The reaction the following day, however, was much more extreme. The stock stood at $153 before earnings, and rose to $197 the day after, meaning it added about $100BN to market cap in response to their $40BN buyback and financial results.<img src=\"https://static.seekingalpha.com/uploads/2023/2/11/saupload_8f967349b464b8dbdcbb7eed8e5dd05a.png\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>And speaking of the Metaverse, although Meta is keen on reducing costs and efficiency across all sectors, it is currently still wasting capital on its long-term Metaverse plans.</p><blockquote>On Reality Labs, we still expect our full year Reality Labs losses to increase in 2023, and we are going to continue to invest meaningfully in this area given the significant long-term opportunities that we see. (Q4 Earnings Call)</blockquote><p>However, we believe that Meta, as with previous mistakes in over-hiring and overspending, will also turn around in this area and eventually cave in when they realize that the long-term potential may be less than what they expected. And even if the Metaverse becomes the &#34;next big thing,&#34; it is not certain that Meta will be the market leader even if tens of billions of dollars are spent.</p><p>As mentioned earlier, for the amount of investment in the Metaverse, the ROIC is extremely poor, and so is the amount of output in terms of software and hardware for those tens of billions of dollars invested. It is not always the players who invest the most capital, but perhaps those who have the best capital controls at the end of the day. Don&#39;t take our word for it, but the word of everyone who has tried the Metaverse.</p><p><img src=\"https://static.seekingalpha.com/uploads/2023/2/11/52756760-16761370163707244.png\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/></p><p>Meta Quest</p><p>Meta Horizon Worlds has a rating of about 40%, with Google users, and a terrible rating with the Oculus store. Despite pumping $35BN into the project in late December, the Metaverse was still seriously riddled with bugs, with many users reporting not being able to even access it.</p><p>Almost the majority are 1-star reviews about not being able to access the application, loud screaming children in their ears, or being banned for the smallest comments, or having complaints. One person who was banned, with 859 people who found the comments helpful, said this on the topic:</p><blockquote>Props to Facebook. Having zero human moderation, no appeal process, or really any safeguard whatsoever against this kind of thing, they&#39;ve really optimized and streamlined the account banning process, Allowing people to be locked out of their apps with great efficiency. (Meta Horizon Worlds Review)</blockquote><p></p><p><img src=\"https://static.seekingalpha.com/uploads/2023/2/11/52756760-16761374123434181.png\" tg-width=\"640\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><p>Meta Quest</p><p>That $35 billion could have been invested in expanding their AI capabilities, and as mentioned in the earnings call, in better capabilities like Generative AI, which can help them with both content and internal efficiency while prioritizing medium-term goals. The rollout of ChatGPT with Bing, along with DALL-E 2 and other A.I. models, is actually a valid business model that is already generating revenue for certain players.</p><p>There could be very useful applications, such as Meta&#39;s Workplace, which also has better reviews, but is very unlikely to be worth the amount of money invested in it, looking at revenues and huge net losses. Even from a hardware perspective, the Metaverse is already dying. Headset sales were down 2% year over year as of 2021. And Meta is not alone. Sony (SONY) recently reportedly halved their VR2 sales expectations. Halved! After pre-orders went so lackluster, they reportedly lowered their quarterly forecast from 2M units to 1M units.</p><h2>An Update To Our Valuation</h2><p>In updating our valuation, we point out that we may even have been too downbeat about the short-term CapEx outlook. The earnings call announced that they were spending much more than previously assumed:</p><blockquote>Turning now to the CapEx outlook for 2023, we expect capital expenditures to be in the range of $30 billion to $33 billion, lowered from our prior estimate of $34 billion to $37 billion. (Q4 Earnings Call)</blockquote><p>The same applies to expenses and EBITDA margins. In the long term, however, we believe that we may have been a bit too optimistic in terms of investments towards the second half of the decade, and we have raised our outlook accordingly. In terms of cash flow from operations, we have also made a significant increase, because Meta is expected to experience a major tailwind from declining labor costs.</p><p>From an EV/EBITDA valuation, at a 14x multiple, we derive a fairly upbeat valuation of around $990BN or $366.74 per share. However, our P/FCFE valuation, which is much more focused on CapEx, indicates a much lower valuation.</p><p><img src=\"https://static.seekingalpha.com/uploads/2023/2/11/52756760-16761348432684855.png\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s DCF</p><p>We believe Meta, adjusted for share-based compensation, should be able to generate approximately $10.02 per share in free cash flow to equity. However, we have changed our long-term free cash flow yield from 5% to 6% to reflect the rise in interest rates that puts pressure on our valuation, as we did not previously expect the Federal Reserve to be able to bring interest rates to 5.25%, as is now expected.</p><p>This valuation, focusing more on Meta&#39;s heavy CapEx, gives us a valuation of $167.05 per share. That means that at a 50% weight of both valuations, we expect Meta to quote $266.90 by 2031, or an IRR of 8.80%.</p><p><img src=\"https://static.seekingalpha.com/uploads/2023/2/11/52756760-1676134850389286.png\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/></p><p>Author&#39;s DCF</p><p>Our valuation represents a rather conservative estimate, with Meta&#39;s revenue growth growing very slowly, but still able to make progress in terms of increasing EBITDA and FCF margins. For example, we believe Meta&#39;s investments in AI could increase the productivity of their staff, allowing them to run their operation with less staff and overhead.</p><p>Currently, AI is already massively deployed to fix errors in code, help programmers generate code, and could replace much of their staff in the distant future. On the other hand, Meta has come under considerable fire in the recent past for trying to make acquisitions and could face some regulatory headwinds.</p><h2>The Bottom Line</h2><p>After rising 54.09% since our last buy rating, we are currently cautious on Meta. Our estimated IRR of 8.80% allows us to give Meta a hold rating, as it is fairly reasonably valued compared to the underpriced one when we ran our last valuation model last November.<img src=\"https://static.seekingalpha.com/uploads/2023/2/11/saupload_c8de22e62264dd708061965b31df8983.png\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>We think it may not be in Meta&#39;s interest to chase &#34;the next big thing,&#34; but they do have some tailwinds in terms of the development of generative AI, headwinds from Reels disappearing, less-than-expected headwinds from TikTok competition, and more. Corporate governance seems to be moving in the right direction, with steps toward greater efficiency and returning free cash flows to previous levels.</p><p>In terms of revenue growth, we believe their best years may be behind us, but there is much more value to be generated from operating and free cash flow margins. And with that, Meta seems to have solved the &#34;New Coke&#34; problem, focusing on their legacy business, as we foresaw.</p><blockquote>We are going to be more proactive about cutting projects that aren&#39;t performing or may no longer be as crucial. But my main focus is on increasing the efficiency of <i>how we execute our top priorities.</i> (Q4 Earnings Call)</blockquote></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>Meta Has Solved The “New Coke” Problem</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\">\nMeta Has Solved The “New Coke” Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-13 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4577588-meta-has-solved-the-new-coke-problem><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn our previous article, we pointed out that Meta was in a similar situation to Coca-Cola with their \"New Coke\" in 1985.Meta is up more than 54% since our last rating as we update to a more ...</p>\n\n<a href=\"https://seekingalpha.com/article/4577588-meta-has-solved-the-new-coke-problem\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4577588-meta-has-solved-the-new-coke-problem","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2310965171","content_text":"SummaryIn our previous article, we pointed out that Meta was in a similar situation to Coca-Cola with their \"New Coke\" in 1985.Meta is up more than 54% since our last rating as we update to a more cautious outlook.Although Meta is reining in spending across all divisions, as we expected, we are still quite concerned about Meta's long-term spending on Reality Labs.Meta is no longer a bargain, as it currently trades closer to more normal P/FCF and EV/EBITDA multiples.Certain headwinds that prompted a major surge in CapEx may soon turn into tailwinds as Meta continues to build on generative AI and workforce reduction.In our last article on Meta, we wrote about their difficulties with the Metaverse, profitability, and market share in their legacy business. In particular, we compared it to Coca-Cola (KO) in 1985, when they boldly tried to replace their Classic Coke with \"New Coke,\" in response to losing market share to competitors.Meta seems to be in the same situation, deviating from its core business, advertising, to the Metaverse and other ventures that are basically unprofitable gambles on where management believes the future is headed. Like Coca-Cola, Meta seems to be returning to its core business and efficiency, and the \"New Coke\" problem seems to be solved.We gave Meta stock a buy rating at $113.02 and that position is currently up 54.09%, but we explain why we are quite cautious and are changing our buy rating to a hold rating with an eye toward 2023, the year of efficiency.Data by YChartsThe 'New Coke' ProblemWe had classified Meta's Metaverse and overspending as a 'New Coke'-like problem, because it is still currently the biggest sinkhole in terms of cash, while still not supported by a valid business model. And fortunately, like 'New Coke,' Meta, after receiving enough feedback, returned to its legacy business. Looking back, Meta approx. lost $13.7BN on the Metaverse alone in 2022, currently rising to about $35BN+.Spending $35BN to generate just over $6BN in revenue, we don't see it as a valid business model. Rather an expensive experiment. For a small business, that's the same as running an ice cream stand, buying ice cream for almost $6, and selling it for $1. Can you run such kind of business? Yes, if you have enough capital to waste. Should you? Absolutely not, of course. All that money could have been used to buy back more shares when the stock was an absolute bargain, and probably wouldn't have even gone below $100 in the first place, with a near single-digit P/E ratio.Speaking of buybacks, as most know, Meta announced that it was expanding its buyback program by $40 billion. The reaction the following day, however, was much more extreme. The stock stood at $153 before earnings, and rose to $197 the day after, meaning it added about $100BN to market cap in response to their $40BN buyback and financial results.Data by YChartsAnd speaking of the Metaverse, although Meta is keen on reducing costs and efficiency across all sectors, it is currently still wasting capital on its long-term Metaverse plans.On Reality Labs, we still expect our full year Reality Labs losses to increase in 2023, and we are going to continue to invest meaningfully in this area given the significant long-term opportunities that we see. (Q4 Earnings Call)However, we believe that Meta, as with previous mistakes in over-hiring and overspending, will also turn around in this area and eventually cave in when they realize that the long-term potential may be less than what they expected. And even if the Metaverse becomes the \"next big thing,\" it is not certain that Meta will be the market leader even if tens of billions of dollars are spent.As mentioned earlier, for the amount of investment in the Metaverse, the ROIC is extremely poor, and so is the amount of output in terms of software and hardware for those tens of billions of dollars invested. It is not always the players who invest the most capital, but perhaps those who have the best capital controls at the end of the day. Don't take our word for it, but the word of everyone who has tried the Metaverse.Meta QuestMeta Horizon Worlds has a rating of about 40%, with Google users, and a terrible rating with the Oculus store. Despite pumping $35BN into the project in late December, the Metaverse was still seriously riddled with bugs, with many users reporting not being able to even access it.Almost the majority are 1-star reviews about not being able to access the application, loud screaming children in their ears, or being banned for the smallest comments, or having complaints. One person who was banned, with 859 people who found the comments helpful, said this on the topic:Props to Facebook. Having zero human moderation, no appeal process, or really any safeguard whatsoever against this kind of thing, they've really optimized and streamlined the account banning process, Allowing people to be locked out of their apps with great efficiency. (Meta Horizon Worlds Review)Meta QuestThat $35 billion could have been invested in expanding their AI capabilities, and as mentioned in the earnings call, in better capabilities like Generative AI, which can help them with both content and internal efficiency while prioritizing medium-term goals. The rollout of ChatGPT with Bing, along with DALL-E 2 and other A.I. models, is actually a valid business model that is already generating revenue for certain players.There could be very useful applications, such as Meta's Workplace, which also has better reviews, but is very unlikely to be worth the amount of money invested in it, looking at revenues and huge net losses. Even from a hardware perspective, the Metaverse is already dying. Headset sales were down 2% year over year as of 2021. And Meta is not alone. Sony (SONY) recently reportedly halved their VR2 sales expectations. Halved! After pre-orders went so lackluster, they reportedly lowered their quarterly forecast from 2M units to 1M units.An Update To Our ValuationIn updating our valuation, we point out that we may even have been too downbeat about the short-term CapEx outlook. The earnings call announced that they were spending much more than previously assumed:Turning now to the CapEx outlook for 2023, we expect capital expenditures to be in the range of $30 billion to $33 billion, lowered from our prior estimate of $34 billion to $37 billion. (Q4 Earnings Call)The same applies to expenses and EBITDA margins. In the long term, however, we believe that we may have been a bit too optimistic in terms of investments towards the second half of the decade, and we have raised our outlook accordingly. In terms of cash flow from operations, we have also made a significant increase, because Meta is expected to experience a major tailwind from declining labor costs.From an EV/EBITDA valuation, at a 14x multiple, we derive a fairly upbeat valuation of around $990BN or $366.74 per share. However, our P/FCFE valuation, which is much more focused on CapEx, indicates a much lower valuation.Author's DCFWe believe Meta, adjusted for share-based compensation, should be able to generate approximately $10.02 per share in free cash flow to equity. However, we have changed our long-term free cash flow yield from 5% to 6% to reflect the rise in interest rates that puts pressure on our valuation, as we did not previously expect the Federal Reserve to be able to bring interest rates to 5.25%, as is now expected.This valuation, focusing more on Meta's heavy CapEx, gives us a valuation of $167.05 per share. That means that at a 50% weight of both valuations, we expect Meta to quote $266.90 by 2031, or an IRR of 8.80%.Author's DCFOur valuation represents a rather conservative estimate, with Meta's revenue growth growing very slowly, but still able to make progress in terms of increasing EBITDA and FCF margins. For example, we believe Meta's investments in AI could increase the productivity of their staff, allowing them to run their operation with less staff and overhead.Currently, AI is already massively deployed to fix errors in code, help programmers generate code, and could replace much of their staff in the distant future. On the other hand, Meta has come under considerable fire in the recent past for trying to make acquisitions and could face some regulatory headwinds.The Bottom LineAfter rising 54.09% since our last buy rating, we are currently cautious on Meta. Our estimated IRR of 8.80% allows us to give Meta a hold rating, as it is fairly reasonably valued compared to the underpriced one when we ran our last valuation model last November.Data by YChartsWe think it may not be in Meta's interest to chase \"the next big thing,\" but they do have some tailwinds in terms of the development of generative AI, headwinds from Reels disappearing, less-than-expected headwinds from TikTok competition, and more. Corporate governance seems to be moving in the right direction, with steps toward greater efficiency and returning free cash flows to previous levels.In terms of revenue growth, we believe their best years may be behind us, but there is much more value to be generated from operating and free cash flow margins. And with that, Meta seems to have solved the \"New Coke\" problem, focusing on their legacy business, as we foresaw.We are going to be more proactive about cutting projects that aren't performing or may no longer be as crucial. But my main focus is on increasing the efficiency of how we execute our top priorities. (Q4 Earnings Call)","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954032748,"gmtCreate":1675826504584,"gmtModify":1675826508290,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"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/9954032748","repostId":"1196481538","repostType":4,"repost":{"id":"1196481538","pubTimestamp":1675822365,"share":"https://ttm.financial/m/news/1196481538?lang=&edition=fundamental","pubTime":"2023-02-08 10:12","market":"us","language":"en","title":"The AI War Set off By ChatGPT Is Ramping up and Google Stock Is Poised to Spike 21% As It Joins the Fray, Bank of America Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1196481538","media":"Insider","summary":"Google is ready for 'battle' in the AI-services space, and the stock could rise by another 21%, says","content":"<html><head></head><body><ul><li>Google is ready for &#39;battle&#39; in the AI-services space, and the stock could rise by another 21%, says Bank of America.</li><li>Microsoft and Baidu have joined the race to capitalize off the growing hunt for AI tools set off by ChatGPT.</li><li>Google introduced its Bard AI service on Monday.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61ccd97abdcd7dfe78b6b0cd7626ed27\" tg-width=\"1300\" tg-height=\"650\" width=\"100%\" height=\"auto\"/><span>Google&#39;s Bard is the search company&#39;s answer to ChatGPT. Getty Images</span></p><p>Google is set to be a formidable opponent in the AI space as companies race to roll out their own versions of the popular ChatGPT chatbot, says Bank of America which expects a double-digit surge in shares of the technology heavyweight.</p><p>&#34;GOOG [is] well prepared for AI battle with years of investment,&#34; BofA research analyst Justin Post said in a note to clients this week.</p><p>OpenAI&#39;s ChatGPT has jumpstarted an AI-investing frenzy as the tool features a human-like ability to run virtual tasks like answering investors&#39; questions to just passing graduate-level exams.</p><p>Google introduced Bard on Monday, with CEO Sundar Pichai describing it as &#34;an experimental conversational AI service&#34; - which sounds much like ChatGPT, which launched in November. China&#39;s Baidui s pushing into the space as is Microsoft, which on Tuesday outlined an overhaul of its search engine made in collaboration with OpenAI.</p><p>BofA sees the potential for Alphabet shares to climb to $119, implying their price could eventually rise by 21% from Monday&#39;s close at $102.90.</p><p>&#34;Per industry experts … Google may have more data to access than ChatGPT, Google has extensive computing infrastructure to build on and, of course, Google search has a large distribution advantage with iOS and Android,&#34; said Post.</p><p>&#34;While a new wave of AI competition has arrived, we think Google is well prepared with years of investment in the technology. Buy,&#34; he wrote.</p><p>Alphabet stock closed hogher 4.6% at $107.64 on Tuesday.</p><p>Google boss Pichai said Bard has been opened up to &#34;trusted testers,&#34; and that the service it will be arriving to the public in the coming weeks.</p><p>Baidu shares soared Tuesday after the Chinese search engine operator said it is preparing to roll out its ChatGPT competitor &#34;ERNIE Bot&#34; in March.</p></body></html>","source":"Insider","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 AI War Set off By ChatGPT Is Ramping up and Google Stock Is Poised to Spike 21% As It Joins the Fray, Bank of America Says</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 AI War Set off By ChatGPT Is Ramping up and Google Stock Is Poised to Spike 21% As It Joins the Fray, Bank of America Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/ai-google-chatgpt-stock-microsoft-investing-baidu-buy-rating-googl-2023-2><strong>Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google is ready for 'battle' in the AI-services space, and the stock could rise by another 21%, says Bank of America.Microsoft and Baidu have joined the race to capitalize off the growing hunt for AI ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/ai-google-chatgpt-stock-microsoft-investing-baidu-buy-rating-googl-2023-2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://markets.businessinsider.com/news/stocks/ai-google-chatgpt-stock-microsoft-investing-baidu-buy-rating-googl-2023-2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196481538","content_text":"Google is ready for 'battle' in the AI-services space, and the stock could rise by another 21%, says Bank of America.Microsoft and Baidu have joined the race to capitalize off the growing hunt for AI tools set off by ChatGPT.Google introduced its Bard AI service on Monday.Google's Bard is the search company's answer to ChatGPT. Getty ImagesGoogle is set to be a formidable opponent in the AI space as companies race to roll out their own versions of the popular ChatGPT chatbot, says Bank of America which expects a double-digit surge in shares of the technology heavyweight.\"GOOG [is] well prepared for AI battle with years of investment,\" BofA research analyst Justin Post said in a note to clients this week.OpenAI's ChatGPT has jumpstarted an AI-investing frenzy as the tool features a human-like ability to run virtual tasks like answering investors' questions to just passing graduate-level exams.Google introduced Bard on Monday, with CEO Sundar Pichai describing it as \"an experimental conversational AI service\" - which sounds much like ChatGPT, which launched in November. China's Baidui s pushing into the space as is Microsoft, which on Tuesday outlined an overhaul of its search engine made in collaboration with OpenAI.BofA sees the potential for Alphabet shares to climb to $119, implying their price could eventually rise by 21% from Monday's close at $102.90.\"Per industry experts … Google may have more data to access than ChatGPT, Google has extensive computing infrastructure to build on and, of course, Google search has a large distribution advantage with iOS and Android,\" said Post.\"While a new wave of AI competition has arrived, we think Google is well prepared with years of investment in the technology. Buy,\" he wrote.Alphabet stock closed hogher 4.6% at $107.64 on Tuesday.Google boss Pichai said Bard has been opened up to \"trusted testers,\" and that the service it will be arriving to the public in the coming weeks.Baidu shares soared Tuesday after the Chinese search engine operator said it is preparing to roll out its ChatGPT competitor \"ERNIE Bot\" in March.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955143877,"gmtCreate":1675298470399,"gmtModify":1676538990495,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Great 👍🏼&nbsp;","listText":"Great 👍🏼&nbsp;","text":"Great 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955143877","repostId":"2308062856","repostType":2,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955184299,"gmtCreate":1675279119711,"gmtModify":1676538989310,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"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/9955184299","repostId":"2308034924","repostType":4,"repost":{"id":"2308034924","pubTimestamp":1675264322,"share":"https://ttm.financial/m/news/2308034924?lang=&edition=fundamental","pubTime":"2023-02-01 23:12","market":"us","language":"en","title":"Down 22%, Is Alphabet Stock a Buy in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2308034924","media":"Motley Fool","summary":"The company's stock has begun to recover in 2023; it's impressive long-term growth story makes it a strong buy.","content":"<html><head></head><body><p>As the home of such products as Google, YouTube, Android, Google Cloud, and more, Alphabet is an internet giant that will likely remain a dominant company long into the future.</p><p>The company&#39;s stock sank 39% throughout 2022 alongside a tech sell-off. However, optimistic investors have pumped up Alphabet shares by over 13% since Jan. 1 as the market gradually recovers. The Google parent is not out of the woods yet, with a looming recession likely to continue burdening advertising revenue.</p><p>However, Alphabet&#39;s stock remains an excellent long-term buy thanks to its significant market share in multiple industries and plans to reduce operating costs.</p><h2>Paring down costs and shifting focus</h2><p>On Jan. 20, Alphabet revealed it would eliminate 12,000 workers to cut costs. The move comes as multiple other tech companies have done the same, with <b>Microsoft</b> letting go of 10,000 employees and <b>Amazon</b> 18,000.</p><p>Alphabet&#39;s job cuts amount to about 6% of its global workforce, with CEO Sundar Pichai explaining the company&#39;s employee count expanded too rapidly during the pandemic when revenue from digital services soared. However, macroeconomic headwinds in 2022 led worker growth to outpace revenue growth.</p><p>While Alphabet&#39;s priority on boosting profits is positive, its recently proclaimed focus on artificial intelligence (AI) is especially promising for its long-term success. The desire to expand in AI comes after OpenAI&#39;s ChatGPT launched in November 2022, offering a new way to search the internet. It is rumored ChatGPT will be incorporated with Microsoft&#39;s Bing in the near future.</p><p>While Alphabet has invested in AI in the past, this new competitor has motivated the company to make the technology a larger part of its business. According to Grand View Research, the AI market was worth $93.5 billion in 2021 and is projected to expand at a compound annual rate of 38.1% through 2030.</p><p>With over $100 billion in net cash and $55 billion in year-to-date net income earned, Alphabet has the funds to invest heavily in the burgeoning industry. While the company has had trouble entering new markets in the past, with the sunsetting of cloud gaming platform Google Stadia only the latest example, Alphabet&#39;s continued success in cloud computing with Google Cloud proves the company is capable of more than advertising. </p><h2>Impressive long-term growth</h2><p>Despite a sell-off in 2022, Alphabet shares have risen 71% over the last five years. Meanwhile, revenue has skyrocketed 88% to $257.6 billion, and operating income is up 162% to $78.5 billion in the same period. As growth stocks go, Alphabet does not disappoint over the long haul.</p><p>Moreover, the tech company has made significant headway in cloud computing. Google Cloud revenue has risen 373% from $4.1 billion in 2017 to $19.2 billion in 2021. In Alphabet&#39;s latest quarter, Google Cloud reported the most year-over-year revenue growth in the cloud computing industry, rising 37.6%. Comparatively, industry leaders Amazon and Microsoft saw cloud-computing revenue growth of 27% and 20% in the same quarter. </p><p>Alphabet suffered from its dependency on advertising in 2022 as businesses slashed budgets and global ad spending slipped. However, economic headwinds are temporary, and the company is slowly diversifying in the meantime. </p><p>With a price-to-earnings ratio of about 18 compared to Amazon&#39;s 77 and Microsoft&#39;s 26, Alpahbet&#39;s stock is trading at a bargain and is too good to pass up. The company has the cash to overcome a looming recession, is home to potent brands, and will likely continue growing well into the future. As a result, Alphabet shares -- still down 22% year over year -- are a must-buy.</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>Down 22%, Is Alphabet Stock a Buy in 2023?</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\">\nDown 22%, Is Alphabet Stock a Buy in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-01 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/01/down-22-is-alphabet-stock-a-buy-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the home of such products as Google, YouTube, Android, Google Cloud, and more, Alphabet is an internet giant that will likely remain a dominant company long into the future.The company's stock sank...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/01/down-22-is-alphabet-stock-a-buy-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2023/02/01/down-22-is-alphabet-stock-a-buy-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308034924","content_text":"As the home of such products as Google, YouTube, Android, Google Cloud, and more, Alphabet is an internet giant that will likely remain a dominant company long into the future.The company's stock sank 39% throughout 2022 alongside a tech sell-off. However, optimistic investors have pumped up Alphabet shares by over 13% since Jan. 1 as the market gradually recovers. The Google parent is not out of the woods yet, with a looming recession likely to continue burdening advertising revenue.However, Alphabet's stock remains an excellent long-term buy thanks to its significant market share in multiple industries and plans to reduce operating costs.Paring down costs and shifting focusOn Jan. 20, Alphabet revealed it would eliminate 12,000 workers to cut costs. The move comes as multiple other tech companies have done the same, with Microsoft letting go of 10,000 employees and Amazon 18,000.Alphabet's job cuts amount to about 6% of its global workforce, with CEO Sundar Pichai explaining the company's employee count expanded too rapidly during the pandemic when revenue from digital services soared. However, macroeconomic headwinds in 2022 led worker growth to outpace revenue growth.While Alphabet's priority on boosting profits is positive, its recently proclaimed focus on artificial intelligence (AI) is especially promising for its long-term success. The desire to expand in AI comes after OpenAI's ChatGPT launched in November 2022, offering a new way to search the internet. It is rumored ChatGPT will be incorporated with Microsoft's Bing in the near future.While Alphabet has invested in AI in the past, this new competitor has motivated the company to make the technology a larger part of its business. According to Grand View Research, the AI market was worth $93.5 billion in 2021 and is projected to expand at a compound annual rate of 38.1% through 2030.With over $100 billion in net cash and $55 billion in year-to-date net income earned, Alphabet has the funds to invest heavily in the burgeoning industry. While the company has had trouble entering new markets in the past, with the sunsetting of cloud gaming platform Google Stadia only the latest example, Alphabet's continued success in cloud computing with Google Cloud proves the company is capable of more than advertising. Impressive long-term growthDespite a sell-off in 2022, Alphabet shares have risen 71% over the last five years. Meanwhile, revenue has skyrocketed 88% to $257.6 billion, and operating income is up 162% to $78.5 billion in the same period. As growth stocks go, Alphabet does not disappoint over the long haul.Moreover, the tech company has made significant headway in cloud computing. Google Cloud revenue has risen 373% from $4.1 billion in 2017 to $19.2 billion in 2021. In Alphabet's latest quarter, Google Cloud reported the most year-over-year revenue growth in the cloud computing industry, rising 37.6%. Comparatively, industry leaders Amazon and Microsoft saw cloud-computing revenue growth of 27% and 20% in the same quarter. Alphabet suffered from its dependency on advertising in 2022 as businesses slashed budgets and global ad spending slipped. However, economic headwinds are temporary, and the company is slowly diversifying in the meantime. With a price-to-earnings ratio of about 18 compared to Amazon's 77 and Microsoft's 26, Alpahbet's stock is trading at a bargain and is too good to pass up. The company has the cash to overcome a looming recession, is home to potent brands, and will likely continue growing well into the future. As a result, Alphabet shares -- still down 22% year over year -- are a must-buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955052748,"gmtCreate":1675097137084,"gmtModify":1676538976062,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955052748","repostId":"2307248334","repostType":4,"repost":{"id":"2307248334","pubTimestamp":1675092867,"share":"https://ttm.financial/m/news/2307248334?lang=&edition=fundamental","pubTime":"2023-01-30 23:34","market":"us","language":"en","title":"The Best Stocks to Invest $1,000 In Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2307248334","media":"Motley Fool","summary":"$1,000 can go a long way toward building an effective stock portfolio that meets your personal needs for financial planning.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>There is no silver bullet to address the needs of every investor type with a single stock.</li><li>Most investors should look at media-streaming technology expert Roku first.</li><li>Other tempting options in today’s market include Alphabet, American Tower, and the Vanguard S&amp;P 500 ETF.</li></ul><p>$1,000 can go a long way toward building an effective stock portfolio that meets your personal needs for financial planning.</p><p>The best stocks to invest $1,000 in today will vary from person to person. I don&#39;t know your financial needs, your preferred style of investing, or what industries you&#39;re best equipped to follow and understand. So there is no simple one-size-fits-all slam dunk answer to that question.</p><p>That being said, I can show you some stocks that may fit one or more of your specific needs right now. The companies below are all fantastic long-term investments, found in very different corners of Wall Street. You must decide which idea (or ideas) might be best for your unique situation.</p><p>So I&#39;ll give you one high-octane growth stock, one ultra-robust value investment, one cash-generating dividend champion, and one index-tracking exchange-traded fund (ETF) for the ultimate in diversification. If you&#39;re a momentum investor, always chasing the next get-rich-quick penny stock, I&#39;ll let you explore that unfortunate strategy elsewhere. This list is all about investing, not gambling.</p><p>On that note, let&#39;s get on with the good stuff. Here are three great stocks and one low-cost ETF that you can buy for less than $1,000 today.</p><h3>The best growth stock: <a href=\"https://laohu8.com/S/ROKU\">Roku</a></h3><p>After a marketwide retreat from growth stocks in 2022, plenty of great picks are available today. Still, nothing beats the combination of deep discounts and fully intact long-term growth prospects that I see in Roku.</p><p>It starts with one simple fact: Digital streaming is the future of video-based entertainment.</p><p>In the long run, I expect the market share of broadcast and cable TV to land at zero percent. Likewise, DVD and Blu-ray disks will soon be as quaintly dated as VHS tapes or slide projectors. I can&#39;t call a global winner in the digital content wars, and several large services and studios will likely share the streaming market.</p><p>But Roku investors don&#39;t really care whether <a href=\"https://laohu8.com/S/NFLX\">Netflix </a> beats Disney+ or the other way around. As long as every competitor supports the Roku media player platform, all that matters is the continued growth of the streaming market as a whole.</p><p>Netflix likes to remind investors how much further it can grow before running into saturated markets. Last week&#39;s fourth-quarter report featured this helpful chart, for example:</p><p><img src=\"https://static.tigerbbs.com/dc1fe9a8700d29f03b857d081ff9e0af\" tg-width=\"1880\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/>Even the U.S. market, which is the world&#39;s oldest and most mature streaming forum, is still dominated by old-school TV channels. The rest of the world has a lot of catching up to do.</p><p>So Roku and its streaming-service partners are addressing a massive worldwide marketplace where sales and profits can multiply many times over. Roku is the clear leader in service-neutral media player hardware and software in North America, which sets the tone for the rest of the world. The company&#39;s international expansion has only just begun, once again outlining a tremendous opportunity for long-term growth.</p><p>At the same time, many Roku investors saw a couple of quarters with slower top-line growth last year and jumped to the conclusion that the growth story is over. So Roku shares are trading 65% lower over the last 52 weeks and 89% below the all-time highs from the summer of 2021.</p><p>This mismatch between bearish market perception and bullish business prospects is so wrong, I&#39;m not sure whether I should laugh or cry. Until further notice, I keep buying more Roku shares as long as the unreasonable price cuts are available. I&#39;ll laugh all the way to the bank in a few years as the long-term growth thesis plays out.</p><p>If you only wanted my single best idea in today&#39;s market, Roku is it.</p><h3>The best value stock: <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h3><p>I love the bargain-bin discount on Roku shares, but not every investor is looking for a long-term growth investment in a patch of dramatic short-term market turbulence. If you&#39;re more interested in rock-solid value creation with a milder service of recent price cuts, I suggest checking out Alphabet (GOOG 1.56%) (GOOGL 1.90%) instead.</p><p>You know Alphabet as the parent company of Google -- a peerless cash machine built on online search and advertising services. The stock currently trades more than 30% below its peak price from November 2021, weighed down by economic concerns and the rise of potential competition from ChatGPT and other artificial intelligence tools.</p><p>If Roku is the safest growth story I know, Alphabet is the most obvious long-term survivor on the market.</p><p>This company was literally designed to roll with the punches and lead every technology revolution from the front line. Alphabet is quietly grooming a multitude of alternative business ideas to take the baton when web-based search and advertising has run its course. The most helpful option so far has been the Google Cloud service, which generated 10% of Alphabet&#39;s total sales in the third quarter of 2022. Ten or twenty years from now, we may have forgotten about the Google brand. At the same time, we&#39;ll depend on the Waymo self-driving car service every day and Verily Life Sciences may have found the proverbial cure for cancer -- all under Alphabet&#39;s business umbrella.</p><p>This company will outlive us all, helping investors build lasting wealth along the way. Alphabet&#39;s $1.2 trillion market cat is the third largest stock market footprint today, based on the modest valuation ratios of 19 times earnings and 4.5 times sales. Alphabet&#39;s assured longevity makes its stock a value investor&#39;s dream.</p><h3>The best income investment: <a href=\"https://laohu8.com/S/AMT\">American Tower</a></h3><p>If you&#39;re just looking for a reliable dividend-paying stock, whose quarterly payouts are powered by robust cash flows, my best recommendation is cell tower manager and operator American Tower.</p><p>Wireless communications are not only here to stay, but growing more important over time. As a result, American Tower&#39;s services should be in high demand for decades to come. The company&#39;s revenue streams are incredibly robust due to its clients&#39; multi-year contracts.</p><p>American Tower rides its thriving market to tremendous growth in sales and profits over the year. One other line item keeps rising much faster, though. Quarterly dividends have risen by 500% in the last decade, showing no sign of a slowdown:</p><p>Let&#39;s say you picked up some American Tower shares ten years ago, when the stock was priced at $80 and offered an annual dividend payout of $0.90 per share. That policy supported a modest dividend yield of 1.1% at the time.</p><p>Today, the shares you bought in 2013 qualify for annual dividend payments of $5.69 per share. If you reinvested your dividend checks in more American Tower shares over the years, you&#39;ll also have 22% more shares than you started with. The effective yield on your original investment works out to 8.7% today.</p><p>I see no reason why American Tower shouldn&#39;t continue to boost its cash-sharing payouts in the future, setting you up for even greater quarterly income streams in the long run. Meanwhile, the stock price is back where it was in the summer of 2019. Grabbing a few shares on the cheap today should serve your income-generating portfolio well as the cash profits and dividend payments keep rising.</p><h3>The best index ETF: <a href=\"https://laohu8.com/S/SPY\">Vanguard S&amp;P 500 ETF</a></h3><p>Finally, some investors don&#39;t want to pick individual stocks while others reserve a portion of their portfolio for funds tracking one of the major stock market indexes. This is the ticket to instant diversification, shielding you from the risk of any particular stock posting disappointing returns. Exchange-traded funds locked to a broad index are perfect for this task, since their highly automated operation results in extremely low management fees. This way, your returns will closely resemble your chosen market index, leaving more money in your wallet.</p><p>There are many respectable choices, but I keep returning to the Vanguard S&amp;P 500 ETF (VOO 0.28%). This exchange-traded fund mirrors the popular S&amp;P 500 (^GSPC 0.25%) market index with management fees of just 0.03%. For every $1,000 of returns this ETF generates for you, Vanguard&#39;s fund managers will keep $0.003 (one-third of a cent) to cover their costs. In other words, the management service is essentially free of charge.</p><p>It&#39;s cool to beat the market and all, but there is nothing wrong with simply matching the wealth-building gains of the S&amp;P 500 index with zero stock-picking research and no management fees to speak of.</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>The Best Stocks to Invest $1,000 In Right Now</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 Best Stocks to Invest $1,000 In Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-30 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/29/the-best-stocks-to-invest-1000-in-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThere is no silver bullet to address the needs of every investor type with a single stock.Most investors should look at media-streaming technology expert Roku first.Other tempting options in...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/29/the-best-stocks-to-invest-1000-in-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","AMT":"美国电塔","SPY":"标普500ETF","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/01/29/the-best-stocks-to-invest-1000-in-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307248334","content_text":"KEY POINTSThere is no silver bullet to address the needs of every investor type with a single stock.Most investors should look at media-streaming technology expert Roku first.Other tempting options in today’s market include Alphabet, American Tower, and the Vanguard S&P 500 ETF.$1,000 can go a long way toward building an effective stock portfolio that meets your personal needs for financial planning.The best stocks to invest $1,000 in today will vary from person to person. I don't know your financial needs, your preferred style of investing, or what industries you're best equipped to follow and understand. So there is no simple one-size-fits-all slam dunk answer to that question.That being said, I can show you some stocks that may fit one or more of your specific needs right now. The companies below are all fantastic long-term investments, found in very different corners of Wall Street. You must decide which idea (or ideas) might be best for your unique situation.So I'll give you one high-octane growth stock, one ultra-robust value investment, one cash-generating dividend champion, and one index-tracking exchange-traded fund (ETF) for the ultimate in diversification. If you're a momentum investor, always chasing the next get-rich-quick penny stock, I'll let you explore that unfortunate strategy elsewhere. This list is all about investing, not gambling.On that note, let's get on with the good stuff. Here are three great stocks and one low-cost ETF that you can buy for less than $1,000 today.The best growth stock: RokuAfter a marketwide retreat from growth stocks in 2022, plenty of great picks are available today. Still, nothing beats the combination of deep discounts and fully intact long-term growth prospects that I see in Roku.It starts with one simple fact: Digital streaming is the future of video-based entertainment.In the long run, I expect the market share of broadcast and cable TV to land at zero percent. Likewise, DVD and Blu-ray disks will soon be as quaintly dated as VHS tapes or slide projectors. I can't call a global winner in the digital content wars, and several large services and studios will likely share the streaming market.But Roku investors don't really care whether Netflix  beats Disney+ or the other way around. As long as every competitor supports the Roku media player platform, all that matters is the continued growth of the streaming market as a whole.Netflix likes to remind investors how much further it can grow before running into saturated markets. Last week's fourth-quarter report featured this helpful chart, for example:Even the U.S. market, which is the world's oldest and most mature streaming forum, is still dominated by old-school TV channels. The rest of the world has a lot of catching up to do.So Roku and its streaming-service partners are addressing a massive worldwide marketplace where sales and profits can multiply many times over. Roku is the clear leader in service-neutral media player hardware and software in North America, which sets the tone for the rest of the world. The company's international expansion has only just begun, once again outlining a tremendous opportunity for long-term growth.At the same time, many Roku investors saw a couple of quarters with slower top-line growth last year and jumped to the conclusion that the growth story is over. So Roku shares are trading 65% lower over the last 52 weeks and 89% below the all-time highs from the summer of 2021.This mismatch between bearish market perception and bullish business prospects is so wrong, I'm not sure whether I should laugh or cry. Until further notice, I keep buying more Roku shares as long as the unreasonable price cuts are available. I'll laugh all the way to the bank in a few years as the long-term growth thesis plays out.If you only wanted my single best idea in today's market, Roku is it.The best value stock: AlphabetI love the bargain-bin discount on Roku shares, but not every investor is looking for a long-term growth investment in a patch of dramatic short-term market turbulence. If you're more interested in rock-solid value creation with a milder service of recent price cuts, I suggest checking out Alphabet (GOOG 1.56%) (GOOGL 1.90%) instead.You know Alphabet as the parent company of Google -- a peerless cash machine built on online search and advertising services. The stock currently trades more than 30% below its peak price from November 2021, weighed down by economic concerns and the rise of potential competition from ChatGPT and other artificial intelligence tools.If Roku is the safest growth story I know, Alphabet is the most obvious long-term survivor on the market.This company was literally designed to roll with the punches and lead every technology revolution from the front line. Alphabet is quietly grooming a multitude of alternative business ideas to take the baton when web-based search and advertising has run its course. The most helpful option so far has been the Google Cloud service, which generated 10% of Alphabet's total sales in the third quarter of 2022. Ten or twenty years from now, we may have forgotten about the Google brand. At the same time, we'll depend on the Waymo self-driving car service every day and Verily Life Sciences may have found the proverbial cure for cancer -- all under Alphabet's business umbrella.This company will outlive us all, helping investors build lasting wealth along the way. Alphabet's $1.2 trillion market cat is the third largest stock market footprint today, based on the modest valuation ratios of 19 times earnings and 4.5 times sales. Alphabet's assured longevity makes its stock a value investor's dream.The best income investment: American TowerIf you're just looking for a reliable dividend-paying stock, whose quarterly payouts are powered by robust cash flows, my best recommendation is cell tower manager and operator American Tower.Wireless communications are not only here to stay, but growing more important over time. As a result, American Tower's services should be in high demand for decades to come. The company's revenue streams are incredibly robust due to its clients' multi-year contracts.American Tower rides its thriving market to tremendous growth in sales and profits over the year. One other line item keeps rising much faster, though. Quarterly dividends have risen by 500% in the last decade, showing no sign of a slowdown:Let's say you picked up some American Tower shares ten years ago, when the stock was priced at $80 and offered an annual dividend payout of $0.90 per share. That policy supported a modest dividend yield of 1.1% at the time.Today, the shares you bought in 2013 qualify for annual dividend payments of $5.69 per share. If you reinvested your dividend checks in more American Tower shares over the years, you'll also have 22% more shares than you started with. The effective yield on your original investment works out to 8.7% today.I see no reason why American Tower shouldn't continue to boost its cash-sharing payouts in the future, setting you up for even greater quarterly income streams in the long run. Meanwhile, the stock price is back where it was in the summer of 2019. Grabbing a few shares on the cheap today should serve your income-generating portfolio well as the cash profits and dividend payments keep rising.The best index ETF: Vanguard S&P 500 ETFFinally, some investors don't want to pick individual stocks while others reserve a portion of their portfolio for funds tracking one of the major stock market indexes. This is the ticket to instant diversification, shielding you from the risk of any particular stock posting disappointing returns. Exchange-traded funds locked to a broad index are perfect for this task, since their highly automated operation results in extremely low management fees. This way, your returns will closely resemble your chosen market index, leaving more money in your wallet.There are many respectable choices, but I keep returning to the Vanguard S&P 500 ETF (VOO 0.28%). This exchange-traded fund mirrors the popular S&P 500 (^GSPC 0.25%) market index with management fees of just 0.03%. For every $1,000 of returns this ETF generates for you, Vanguard's fund managers will keep $0.003 (one-third of a cent) to cover their costs. In other words, the management service is essentially free of charge.It's cool to beat the market and all, but there is nothing wrong with simply matching the wealth-building gains of the S&P 500 index with zero stock-picking research and no management fees to speak of.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955052206,"gmtCreate":1675096812906,"gmtModify":1676538976055,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955052206","repostId":"1163118859","repostType":2,"repost":{"id":"1163118859","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":1675061058,"share":"https://ttm.financial/m/news/1163118859?lang=&edition=fundamental","pubTime":"2023-01-30 14:44","market":"us","language":"en","title":"Philips Scraps 6,000 Jobs in Drive to Improve Profitability","url":"https://stock-news.laohu8.com/highlight/detail?id=1163118859","media":"Reuters","summary":"(Reuters) - Dutch health technology company Philips (PHG.AS) said on Monday it would scrap 6,000 job","content":"<html><head></head><body><p>(Reuters) - Dutch health technology company Philips (PHG.AS) said on Monday it would scrap 6,000 jobs to restore its profitability following a recall of respiratory devices that knocked off 70% of its market value.</p><p>Half of the job cuts will be made this year, the company said, adding that the other half will be realised by 2025.</p><p>The new reorganisation comes on top of a plan announced last October to reduce its workforce by 5%, or 4,000 jobs, as it grapples with the fallout from the recall of millions of ventilators used to treat sleep apnoea over worries that foam used in the machines could become toxic.</p><p>The reduced workforce should lead to a low-teens profit margin (adjusted EBITA) by 2025, and a mid-to-high-teens margin beyond that year, with mid-single-digit comparable sales growth throughout.</p><p>&#34;Philips is not capitalizing on the full potential of strong market positions as it faces a number of significant operational challenges,&#34; new Chief Executive Officer Roy Jakobs said.</p><p>The simplified organization should also improve patient safety and quality and supply chain reliability, he added.</p><p>Amsterdam-based Philips also reported fourth-quarter adjusted earnings before interest, taxes and amortisation (EBITA) of 651 million euros ($707.18 million), nearly stable from 647 million euros a year before.</p><p>Analysts in a company-compiled poll on average had predicted core profit would drop to 428 million euros.</p><p>($1 = 0.9206 euros)</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>Philips Scraps 6,000 Jobs in Drive to Improve Profitability</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\">\nPhilips Scraps 6,000 Jobs in Drive to Improve Profitability\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\">2023-01-30 14:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Dutch health technology company Philips (PHG.AS) said on Monday it would scrap 6,000 jobs to restore its profitability following a recall of respiratory devices that knocked off 70% of its market value.</p><p>Half of the job cuts will be made this year, the company said, adding that the other half will be realised by 2025.</p><p>The new reorganisation comes on top of a plan announced last October to reduce its workforce by 5%, or 4,000 jobs, as it grapples with the fallout from the recall of millions of ventilators used to treat sleep apnoea over worries that foam used in the machines could become toxic.</p><p>The reduced workforce should lead to a low-teens profit margin (adjusted EBITA) by 2025, and a mid-to-high-teens margin beyond that year, with mid-single-digit comparable sales growth throughout.</p><p>&#34;Philips is not capitalizing on the full potential of strong market positions as it faces a number of significant operational challenges,&#34; new Chief Executive Officer Roy Jakobs said.</p><p>The simplified organization should also improve patient safety and quality and supply chain reliability, he added.</p><p>Amsterdam-based Philips also reported fourth-quarter adjusted earnings before interest, taxes and amortisation (EBITA) of 651 million euros ($707.18 million), nearly stable from 647 million euros a year before.</p><p>Analysts in a company-compiled poll on average had predicted core profit would drop to 428 million euros.</p><p>($1 = 0.9206 euros)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PHG":"飞利浦"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163118859","content_text":"(Reuters) - Dutch health technology company Philips (PHG.AS) said on Monday it would scrap 6,000 jobs to restore its profitability following a recall of respiratory devices that knocked off 70% of its market value.Half of the job cuts will be made this year, the company said, adding that the other half will be realised by 2025.The new reorganisation comes on top of a plan announced last October to reduce its workforce by 5%, or 4,000 jobs, as it grapples with the fallout from the recall of millions of ventilators used to treat sleep apnoea over worries that foam used in the machines could become toxic.The reduced workforce should lead to a low-teens profit margin (adjusted EBITA) by 2025, and a mid-to-high-teens margin beyond that year, with mid-single-digit comparable sales growth throughout.\"Philips is not capitalizing on the full potential of strong market positions as it faces a number of significant operational challenges,\" new Chief Executive Officer Roy Jakobs said.The simplified organization should also improve patient safety and quality and supply chain reliability, he added.Amsterdam-based Philips also reported fourth-quarter adjusted earnings before interest, taxes and amortisation (EBITA) of 651 million euros ($707.18 million), nearly stable from 647 million euros a year before.Analysts in a company-compiled poll on average had predicted core profit would drop to 428 million euros.($1 = 0.9206 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952561629,"gmtCreate":1674825626961,"gmtModify":1676538960944,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952561629","repostId":"2306138469","repostType":4,"repost":{"id":"2306138469","pubTimestamp":1674833382,"share":"https://ttm.financial/m/news/2306138469?lang=&edition=fundamental","pubTime":"2023-01-27 23:29","market":"us","language":"en","title":"The Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does","url":"https://stock-news.laohu8.com/highlight/detail?id=2306138469","media":"Motley Fool","summary":"The Nasdaq Composite index has a habit of bouncing back strongly after a losing year.","content":"<html><head></head><body><p>Investors holding a portfolio with lots of technology stocks in it are probably still feeling battered and bruised after a rough 2022. The <b>Nasdaq Composite</b> index, which has a bigger than average share of tech stocks in it, plunged 33% for the year as inflation and interest rates climbed. It was the worst annual performance since 2008.</p><p>A look back at the Nasdaq Composite&#39;s 51-year history shows that back-to-back losing years are incredibly rare. There have only been two instances since 1971. That suggests 2023 has a very good chance of ending with positive returns. It&#39;s also encouraging to note that the index has soared by 33% on average in the first positive year after a loss.</p><p>The broader tech sell-off was brutal for the following five stocks, but if history repeats for the Nasdaq, these five tech stocks could have a great 2023 too.</p><h2>1. Splunk: Down 57% from its all-time high</h2><p>It&#39;s becoming clear that artificial intelligence (AI) and machine learning are going to play a big part in the future of business, and that&#39;s why <b>Splunk</b> makes this list. The company is a machine learning specialist with a host of high-profile customers, from <b>Domino&#39;s Pizza</b> to the McLaren Formula 1 racing team.</p><p>Splunk&#39;s platform, which is now being supercharged by the cloud, is designed to ingest mountains of data in real-time to deliver actionable insights for its customers. These insights can alert businesses to technical issues, or even ways to improve sales through digital channels. In essence, Splunk turns noisy data into true value, and that&#39;s something all companies need in the digital age.</p><p>Splunk is used by 90 of the Fortune 100 companies, and it has 764 customers spending $1 million per year. Its annual recurring revenue is set to top $3.6 billion by the end of fiscal 2023 (ending Jan. 31), but the company values its addressable opportunity at $100 billion, so it still has a long runway for growth.</p><h2>2. DigitalOcean: Down 77% from its all-time high</h2><p>Cloud computing technology touches almost every aspect of the corporate world. Day-to-day operations are rapidly shifting online, and the cloud enables companies to do more with less -- especially smaller enterprises. <b>DigitalOcean</b> is a provider of cloud services with a focus on start-ups and established businesses with under 500 employees, and it&#39;s competing with giants like <b>Amazon</b> Web Services and <b>Microsoft</b> Azure.</p><p>DigitalOcean offers solutions for data storage, web hosting, software development, and even video streaming. Its strategy is to beat its gigantic competitors on price, usability, and especially on service. Support is critical for small enterprises because they typically don&#39;t have dedicated technical teams. The leading cloud providers often overlook those needs because they make most of their money from large organizations.</p><p>DigitalOcean serves 142,100 customers who are spending a minimum of $50 per month, and it&#39;s seeing consistent growth in retention and average revenue per user. It valued its addressable market at $72 billion in 2022, but it&#39;s expected to double to $145 billion by 2025, and given the company&#39;s annual recurring revenue is currently $641 million, it&#39;s still in the early innings of that opportunity.</p><h2>3. DocuSign: Down 81% from its all-time high</h2><p><b>DocuSign</b> was a pandemic darling. As much of the world went into lockdown, digital technology reigned supreme, and DocuSign&#39;s electronic signature software kept the business world moving. The company expanded into new verticals, including contract lifecycle management through its Agreement Cloud, and while its stock is down significantly from its all-time high, it might be gearing up for a comeback.</p><p>The Agreement Cloud includes a portfolio of applications that can help businesses prepare, negotiate, and manage contracts entirely digitally. It even uses a splash of artificial intelligence through its Insight platform, which is designed to scan agreements for problematic clauses and potential opportunities. DocuSign says its tools are deployed in 13 different industries, and it currently serves over 1 billion users worldwide with 1.32 million paying customers.</p><p>DocuSign is expecting to generate $2.49 billion in revenue for fiscal 2023 (ended Jan. 31), which would represent modest growth of 18.9% compared to fiscal 2022 as pandemic tailwinds continue to cool off. But the business world is trending in DocuSign&#39;s direction over the long term, and with its opportunity valued at $50 billion, it has only penetrated a fraction of the market.</p><h2>4. Lemonade: Down 90% from its all-time high</h2><p>Nobody really likes dealing with their insurance company, especially when it comes to making a claim. The process can be frustrating and lengthy, but that&#39;s part of the customer experience <b>Lemonade</b> is trying to improve. It uses AI to write quotes in under 90 seconds and pay claims in three minutes without human intervention across its five insurance products: renters, homeowners, pet, life, and car.</p><p>Lemonade also uses AI in other parts of its business. Its latest Lifetime Value 6 (LTV6) model is used to predict customer behavior to price premiums, and it can also identify underperforming geographic markets (and products) to allow the company to pivot quickly and generate more revenue.</p><p>The company is growing rapidly. In the third quarter of 2022 (ended Sept. 30), Lemonade&#39;s in-force premium soared 76% year over year to $609 million, and its revenue more than doubled. It now serves over 1.77 million customers who are spending record amounts of money on Lemonade&#39;s products, but the best might be yet to come because insurance is a trillion-dollar opportunity in the U.S. alone.</p><h2>5. C3.ai: Down 91% from its all-time high</h2><p>By this point, it&#39;s possible you&#39;ve noticed most of the companies in this piece use AI in some way. <b>C3.ai</b> might be the biggest opportunity of the bunch, as it aims to dominate enterprise AI, which is an industry it helped create.</p><p>C3.ai sells ready-made and customizable AI applications to 236 customers. These applications help companies access the benefits of AI even if they don&#39;t have the internal resources to build their own models from scratch. The spread of industries seeking this technology is diverse and includes oil and gas, financial services, manufacturing, and defense, to name a few.</p><p>But C3.ai also forged partnerships with the cloud divisions of tech giants like Amazon, Microsoft, and Google parent <b>Alphabet</b>. Those providers use C3.ai&#39;s applications to deliver better AI solutions to their own customers, and as such, the partnerships involve joint-selling ventures.</p><p>C3.ai is a $1.6 billion company chasing an opportunity it estimates will be worth $596 billion by 2025. It&#39;s currently undergoing a drastic change to its revenue model, which could set it up for a future of supercharged growth. In any case, after a 91% decline in its stock price from its all-time high, it&#39;s trading near a rock-bottom valuation which might spell opportunity for investors.</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>The Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does</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 Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-27 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/26/nasdaq-soar-2023-stocks-down-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors holding a portfolio with lots of technology stocks in it are probably still feeling battered and bruised after a rough 2022. The Nasdaq Composite index, which has a bigger than average share...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/26/nasdaq-soar-2023-stocks-down-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","DOCU":"Docusign","DOCN":"DigitalOcean Holdings, Inc.","SPLK":"Splunk Inc","LMND":"Lemonade, Inc."},"source_url":"https://www.fool.com/investing/2023/01/26/nasdaq-soar-2023-stocks-down-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306138469","content_text":"Investors holding a portfolio with lots of technology stocks in it are probably still feeling battered and bruised after a rough 2022. The Nasdaq Composite index, which has a bigger than average share of tech stocks in it, plunged 33% for the year as inflation and interest rates climbed. It was the worst annual performance since 2008.A look back at the Nasdaq Composite's 51-year history shows that back-to-back losing years are incredibly rare. There have only been two instances since 1971. That suggests 2023 has a very good chance of ending with positive returns. It's also encouraging to note that the index has soared by 33% on average in the first positive year after a loss.The broader tech sell-off was brutal for the following five stocks, but if history repeats for the Nasdaq, these five tech stocks could have a great 2023 too.1. Splunk: Down 57% from its all-time highIt's becoming clear that artificial intelligence (AI) and machine learning are going to play a big part in the future of business, and that's why Splunk makes this list. The company is a machine learning specialist with a host of high-profile customers, from Domino's Pizza to the McLaren Formula 1 racing team.Splunk's platform, which is now being supercharged by the cloud, is designed to ingest mountains of data in real-time to deliver actionable insights for its customers. These insights can alert businesses to technical issues, or even ways to improve sales through digital channels. In essence, Splunk turns noisy data into true value, and that's something all companies need in the digital age.Splunk is used by 90 of the Fortune 100 companies, and it has 764 customers spending $1 million per year. Its annual recurring revenue is set to top $3.6 billion by the end of fiscal 2023 (ending Jan. 31), but the company values its addressable opportunity at $100 billion, so it still has a long runway for growth.2. DigitalOcean: Down 77% from its all-time highCloud computing technology touches almost every aspect of the corporate world. Day-to-day operations are rapidly shifting online, and the cloud enables companies to do more with less -- especially smaller enterprises. DigitalOcean is a provider of cloud services with a focus on start-ups and established businesses with under 500 employees, and it's competing with giants like Amazon Web Services and Microsoft Azure.DigitalOcean offers solutions for data storage, web hosting, software development, and even video streaming. Its strategy is to beat its gigantic competitors on price, usability, and especially on service. Support is critical for small enterprises because they typically don't have dedicated technical teams. The leading cloud providers often overlook those needs because they make most of their money from large organizations.DigitalOcean serves 142,100 customers who are spending a minimum of $50 per month, and it's seeing consistent growth in retention and average revenue per user. It valued its addressable market at $72 billion in 2022, but it's expected to double to $145 billion by 2025, and given the company's annual recurring revenue is currently $641 million, it's still in the early innings of that opportunity.3. DocuSign: Down 81% from its all-time highDocuSign was a pandemic darling. As much of the world went into lockdown, digital technology reigned supreme, and DocuSign's electronic signature software kept the business world moving. The company expanded into new verticals, including contract lifecycle management through its Agreement Cloud, and while its stock is down significantly from its all-time high, it might be gearing up for a comeback.The Agreement Cloud includes a portfolio of applications that can help businesses prepare, negotiate, and manage contracts entirely digitally. It even uses a splash of artificial intelligence through its Insight platform, which is designed to scan agreements for problematic clauses and potential opportunities. DocuSign says its tools are deployed in 13 different industries, and it currently serves over 1 billion users worldwide with 1.32 million paying customers.DocuSign is expecting to generate $2.49 billion in revenue for fiscal 2023 (ended Jan. 31), which would represent modest growth of 18.9% compared to fiscal 2022 as pandemic tailwinds continue to cool off. But the business world is trending in DocuSign's direction over the long term, and with its opportunity valued at $50 billion, it has only penetrated a fraction of the market.4. Lemonade: Down 90% from its all-time highNobody really likes dealing with their insurance company, especially when it comes to making a claim. The process can be frustrating and lengthy, but that's part of the customer experience Lemonade is trying to improve. It uses AI to write quotes in under 90 seconds and pay claims in three minutes without human intervention across its five insurance products: renters, homeowners, pet, life, and car.Lemonade also uses AI in other parts of its business. Its latest Lifetime Value 6 (LTV6) model is used to predict customer behavior to price premiums, and it can also identify underperforming geographic markets (and products) to allow the company to pivot quickly and generate more revenue.The company is growing rapidly. In the third quarter of 2022 (ended Sept. 30), Lemonade's in-force premium soared 76% year over year to $609 million, and its revenue more than doubled. It now serves over 1.77 million customers who are spending record amounts of money on Lemonade's products, but the best might be yet to come because insurance is a trillion-dollar opportunity in the U.S. alone.5. C3.ai: Down 91% from its all-time highBy this point, it's possible you've noticed most of the companies in this piece use AI in some way. C3.ai might be the biggest opportunity of the bunch, as it aims to dominate enterprise AI, which is an industry it helped create.C3.ai sells ready-made and customizable AI applications to 236 customers. These applications help companies access the benefits of AI even if they don't have the internal resources to build their own models from scratch. The spread of industries seeking this technology is diverse and includes oil and gas, financial services, manufacturing, and defense, to name a few.But C3.ai also forged partnerships with the cloud divisions of tech giants like Amazon, Microsoft, and Google parent Alphabet. Those providers use C3.ai's applications to deliver better AI solutions to their own customers, and as such, the partnerships involve joint-selling ventures.C3.ai is a $1.6 billion company chasing an opportunity it estimates will be worth $596 billion by 2025. It's currently undergoing a drastic change to its revenue model, which could set it up for a future of supercharged growth. In any case, after a 91% decline in its stock price from its all-time high, it's trading near a rock-bottom valuation which might spell opportunity for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958066131,"gmtCreate":1673588024323,"gmtModify":1676538860616,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice! 🤜🏼🤛🏼","listText":"Nice! 🤜🏼🤛🏼","text":"Nice! 🤜🏼🤛🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958066131","repostId":"1158159517","repostType":2,"repost":{"id":"1158159517","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":1673501679,"share":"https://ttm.financial/m/news/1158159517?lang=&edition=fundamental","pubTime":"2023-01-12 13:34","market":"us","language":"en","title":"TSMC Q4 Profit Rises 78%, Beats Market Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1158159517","media":"Reuters","summary":"TAIPEI, Jan 12 (Reuters) - Taiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit o","content":"<html><head></head><body><p>TAIPEI, Jan 12 (Reuters) - Taiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit on Thursday, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , the world&#39;s largest contract chipmaker and a major Apple Inc supplier, saw net profit for October-December rise to T$295.9 billion ($9.72 billion) from T$166.2 billion a year earlier.</p><p>That compared with the T$289.44 billion average of 21 analyst estimates compiled by Refinitiv.</p><p>TSMC&#39;s business has been boosted by a global chip shortage that was sparked by pandemic-fuelled sales of smartphones and laptops. While the shortage has eased, analysts said the firm&#39;s dominance in making some of the world&#39;s most advanced chips has kept its order book full.</p><p>Revenue for the fourth quarter climbed 26.7% to $19.93 billion, versus TSMC&#39;s prior estimated range of $19.9 billion to $20.7 billion.</p><p>Shares in TSMC fell 38.1% in 2022, but are up 9.8% so far this year giving the company a market value of $424.12 billion.</p><p>In October, TSMC cut its annual investment budget by at least 10% for 2022 and struck a more cautious note than usual on upcoming demand, flagging challenges from rising inflationary costs and predicting a chip downturn for 2023.</p><p>The firm said it spent $36.29 billion on capital expenditure in 2022, compared to a previous forecast of around $36 billon.</p><p>($1 = 30.4420 Taiwan dollars)</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>TSMC Q4 Profit Rises 78%, Beats Market Expectations</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\">\nTSMC Q4 Profit Rises 78%, Beats Market Expectations\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\">2023-01-12 13:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TAIPEI, Jan 12 (Reuters) - Taiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit on Thursday, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips.</p><p>Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , the world&#39;s largest contract chipmaker and a major Apple Inc supplier, saw net profit for October-December rise to T$295.9 billion ($9.72 billion) from T$166.2 billion a year earlier.</p><p>That compared with the T$289.44 billion average of 21 analyst estimates compiled by Refinitiv.</p><p>TSMC&#39;s business has been boosted by a global chip shortage that was sparked by pandemic-fuelled sales of smartphones and laptops. While the shortage has eased, analysts said the firm&#39;s dominance in making some of the world&#39;s most advanced chips has kept its order book full.</p><p>Revenue for the fourth quarter climbed 26.7% to $19.93 billion, versus TSMC&#39;s prior estimated range of $19.9 billion to $20.7 billion.</p><p>Shares in TSMC fell 38.1% in 2022, but are up 9.8% so far this year giving the company a market value of $424.12 billion.</p><p>In October, TSMC cut its annual investment budget by at least 10% for 2022 and struck a more cautious note than usual on upcoming demand, flagging challenges from rising inflationary costs and predicting a chip downturn for 2023.</p><p>The firm said it spent $36.29 billion on capital expenditure in 2022, compared to a previous forecast of around $36 billon.</p><p>($1 = 30.4420 Taiwan dollars)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158159517","content_text":"TAIPEI, Jan 12 (Reuters) - Taiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit on Thursday, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips.Taiwan Semiconductor Manufacturing Co Ltd (TSMC) , the world's largest contract chipmaker and a major Apple Inc supplier, saw net profit for October-December rise to T$295.9 billion ($9.72 billion) from T$166.2 billion a year earlier.That compared with the T$289.44 billion average of 21 analyst estimates compiled by Refinitiv.TSMC's business has been boosted by a global chip shortage that was sparked by pandemic-fuelled sales of smartphones and laptops. While the shortage has eased, analysts said the firm's dominance in making some of the world's most advanced chips has kept its order book full.Revenue for the fourth quarter climbed 26.7% to $19.93 billion, versus TSMC's prior estimated range of $19.9 billion to $20.7 billion.Shares in TSMC fell 38.1% in 2022, but are up 9.8% so far this year giving the company a market value of $424.12 billion.In October, TSMC cut its annual investment budget by at least 10% for 2022 and struck a more cautious note than usual on upcoming demand, flagging challenges from rising inflationary costs and predicting a chip downturn for 2023.The firm said it spent $36.29 billion on capital expenditure in 2022, compared to a previous forecast of around $36 billon.($1 = 30.4420 Taiwan dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953734044,"gmtCreate":1673325397988,"gmtModify":1676538818472,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953734044","repostId":"1128248249","repostType":2,"repost":{"id":"1128248249","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":1673001283,"share":"https://ttm.financial/m/news/1128248249?lang=&edition=fundamental","pubTime":"2023-01-06 18:34","market":"us","language":"en","title":"TSMC Earnings Preview: Sales Growth to Continue","url":"https://stock-news.laohu8.com/highlight/detail?id=1128248249","media":"Tiger Newspress","summary":"TSMC could report Q4 revenue above $20.5 billion, another record for quarterly sales and at the high","content":"<html><head></head><body><blockquote>TSMC could report Q4 revenue above $20.5 billion, another record for quarterly sales and at the high end of its $19.9-$20.7 billion guidance due to a bigger contribution of the 5- and 4-nanometer process for smartphone and HPC applications.</blockquote><p>Taiwan Semiconductor Manufacturing, the world&#39;s largest contract chipmaker and a major Apple Inc supplier, is scheduled to announce Q4 earnings results before market opens on Thursday, January 12th.</p><h2>Latest Results</h2><p>TSMC saw consolidated revenue of NT$613.14 billion, net income of NT$280.87 billion, and diluted earnings per share of NT$10.83 (US$1.79 per ADR unit) for the third quarter ended September 30, 2022.</p><p>Year-over-year, third quarter revenue increased 47.9% while net income increased 79.7% and diluted EPS increased 79.8%.</p><h2>Q4 Guidance</h2><p>Based on the Company’s current business outlook, management expects the overall performance for fourth quarter 2022 to be as follows:</p><p>• Revenue is expected to be between US$19.9 billion and US$20.7 billion;</p><p>And, based on the exchange rate assumption of 1 US dollar to 31.5 NT dollars,</p><p>• Gross profit margin is expected to be between 59.5% and 61.5%;</p><p>• Operating profit margin is expected to be between 49% and 51%.</p><h2>Sales Growth to Continue</h2><p>According to Bloomberg, TSMC could report Q4 revenue above $20.5 billion, another record for quarterly sales and at the high end of its $19.9-$20.7 billion guidance due to a bigger contribution of the 5- and 4-nanometer process for smartphone and HPC applications. </p><p>A lackluster demand for 7-nm and bigger node chips, such as those for 4G smartphone applications, and weaker-than-expected US dollar appreciation against the Taiwan dollar could imply a gross margin of 60%, the same as the previous quarter.</p><p>TSMC&#39;s pricing strategy and whether investments for new capacity are boosted again to more than $40 billion will be focuses of the upcoming Q4 results briefing. New prices and the investment plan shed light on when the global chip inventory correction will end and management&#39;s view on longer-term semiconductor demand.</p><h2>Analyst Opinions</h2><p>Both Goldman Sachs Group, Inc and UBS Group AG expect TSMC&#39;s sales to be flat in 2023, with UBS slashing its price target by 7.4%.</p><p>&#34;TSMC is not immune to the industry inventory digestion and end-demand correction into 2023,&#34; UBS analysts noted. &#34;We lower our 2023 revenue estimate from 3% growth to flat YoY in USD, considering the weaker consumer demand and decelerating high-performance computing growth,&#34; Bloomberg wrote.</p><p>TSMC&#39;s shares plunged 34% from a peak last January as spending on big-ticket items from smartphones to laptops and servers fell after central banks hiked interest rates to counter the mounting inflation.</p><p>TSMC&#39;s sales rose approximately 43% in 2022 and will likely slow to 6.3% in the current year, Bloomberg analysts projected.</p><p>While a healthy recovery is likely in the year&#39;s second half, &#34;the pace of demand rebound could be slower than the company expects as there is still lack of clear signs of end demand recovery,&#34; Goldman Sachs analysts noted.</p><h2></h2></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>TSMC Earnings Preview: Sales Growth to Continue</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\">\nTSMC Earnings Preview: Sales Growth to Continue\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\">2023-01-06 18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>TSMC could report Q4 revenue above $20.5 billion, another record for quarterly sales and at the high end of its $19.9-$20.7 billion guidance due to a bigger contribution of the 5- and 4-nanometer process for smartphone and HPC applications.</blockquote><p>Taiwan Semiconductor Manufacturing, the world&#39;s largest contract chipmaker and a major Apple Inc supplier, is scheduled to announce Q4 earnings results before market opens on Thursday, January 12th.</p><h2>Latest Results</h2><p>TSMC saw consolidated revenue of NT$613.14 billion, net income of NT$280.87 billion, and diluted earnings per share of NT$10.83 (US$1.79 per ADR unit) for the third quarter ended September 30, 2022.</p><p>Year-over-year, third quarter revenue increased 47.9% while net income increased 79.7% and diluted EPS increased 79.8%.</p><h2>Q4 Guidance</h2><p>Based on the Company’s current business outlook, management expects the overall performance for fourth quarter 2022 to be as follows:</p><p>• Revenue is expected to be between US$19.9 billion and US$20.7 billion;</p><p>And, based on the exchange rate assumption of 1 US dollar to 31.5 NT dollars,</p><p>• Gross profit margin is expected to be between 59.5% and 61.5%;</p><p>• Operating profit margin is expected to be between 49% and 51%.</p><h2>Sales Growth to Continue</h2><p>According to Bloomberg, TSMC could report Q4 revenue above $20.5 billion, another record for quarterly sales and at the high end of its $19.9-$20.7 billion guidance due to a bigger contribution of the 5- and 4-nanometer process for smartphone and HPC applications. </p><p>A lackluster demand for 7-nm and bigger node chips, such as those for 4G smartphone applications, and weaker-than-expected US dollar appreciation against the Taiwan dollar could imply a gross margin of 60%, the same as the previous quarter.</p><p>TSMC&#39;s pricing strategy and whether investments for new capacity are boosted again to more than $40 billion will be focuses of the upcoming Q4 results briefing. New prices and the investment plan shed light on when the global chip inventory correction will end and management&#39;s view on longer-term semiconductor demand.</p><h2>Analyst Opinions</h2><p>Both Goldman Sachs Group, Inc and UBS Group AG expect TSMC&#39;s sales to be flat in 2023, with UBS slashing its price target by 7.4%.</p><p>&#34;TSMC is not immune to the industry inventory digestion and end-demand correction into 2023,&#34; UBS analysts noted. &#34;We lower our 2023 revenue estimate from 3% growth to flat YoY in USD, considering the weaker consumer demand and decelerating high-performance computing growth,&#34; Bloomberg wrote.</p><p>TSMC&#39;s shares plunged 34% from a peak last January as spending on big-ticket items from smartphones to laptops and servers fell after central banks hiked interest rates to counter the mounting inflation.</p><p>TSMC&#39;s sales rose approximately 43% in 2022 and will likely slow to 6.3% in the current year, Bloomberg analysts projected.</p><p>While a healthy recovery is likely in the year&#39;s second half, &#34;the pace of demand rebound could be slower than the company expects as there is still lack of clear signs of end demand recovery,&#34; Goldman Sachs analysts noted.</p><h2></h2></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128248249","content_text":"TSMC could report Q4 revenue above $20.5 billion, another record for quarterly sales and at the high end of its $19.9-$20.7 billion guidance due to a bigger contribution of the 5- and 4-nanometer process for smartphone and HPC applications.Taiwan Semiconductor Manufacturing, the world's largest contract chipmaker and a major Apple Inc supplier, is scheduled to announce Q4 earnings results before market opens on Thursday, January 12th.Latest ResultsTSMC saw consolidated revenue of NT$613.14 billion, net income of NT$280.87 billion, and diluted earnings per share of NT$10.83 (US$1.79 per ADR unit) for the third quarter ended September 30, 2022.Year-over-year, third quarter revenue increased 47.9% while net income increased 79.7% and diluted EPS increased 79.8%.Q4 GuidanceBased on the Company’s current business outlook, management expects the overall performance for fourth quarter 2022 to be as follows:• Revenue is expected to be between US$19.9 billion and US$20.7 billion;And, based on the exchange rate assumption of 1 US dollar to 31.5 NT dollars,• Gross profit margin is expected to be between 59.5% and 61.5%;• Operating profit margin is expected to be between 49% and 51%.Sales Growth to ContinueAccording to Bloomberg, TSMC could report Q4 revenue above $20.5 billion, another record for quarterly sales and at the high end of its $19.9-$20.7 billion guidance due to a bigger contribution of the 5- and 4-nanometer process for smartphone and HPC applications. A lackluster demand for 7-nm and bigger node chips, such as those for 4G smartphone applications, and weaker-than-expected US dollar appreciation against the Taiwan dollar could imply a gross margin of 60%, the same as the previous quarter.TSMC's pricing strategy and whether investments for new capacity are boosted again to more than $40 billion will be focuses of the upcoming Q4 results briefing. New prices and the investment plan shed light on when the global chip inventory correction will end and management's view on longer-term semiconductor demand.Analyst OpinionsBoth Goldman Sachs Group, Inc and UBS Group AG expect TSMC's sales to be flat in 2023, with UBS slashing its price target by 7.4%.\"TSMC is not immune to the industry inventory digestion and end-demand correction into 2023,\" UBS analysts noted. \"We lower our 2023 revenue estimate from 3% growth to flat YoY in USD, considering the weaker consumer demand and decelerating high-performance computing growth,\" Bloomberg wrote.TSMC's shares plunged 34% from a peak last January as spending on big-ticket items from smartphones to laptops and servers fell after central banks hiked interest rates to counter the mounting inflation.TSMC's sales rose approximately 43% in 2022 and will likely slow to 6.3% in the current year, Bloomberg analysts projected.While a healthy recovery is likely in the year's second half, \"the pace of demand rebound could be slower than the company expects as there is still lack of clear signs of end demand recovery,\" Goldman Sachs analysts noted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953085055,"gmtCreate":1673105178477,"gmtModify":1676538787336,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"&nbsp;Nice sharing","listText":"&nbsp;Nice sharing","text":"Nice sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953085055","repostId":"1120292839","repostType":2,"repost":{"id":"1120292839","pubTimestamp":1670378201,"share":"https://ttm.financial/m/news/1120292839?lang=&edition=fundamental","pubTime":"2022-12-07 09:56","market":"sg","language":"en","title":"Better Buy: CapitaLand Integrated Commercial Trust Vs CapitaLand Ascendas REIT","url":"https://stock-news.laohu8.com/highlight/detail?id=1120292839","media":"The Smart Investor","summary":"It can be tough to choose a suitable REIT for your portfolio when there are so many to select from.A","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e736648285a11ac60f7b8a9c808a3194\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>It can be tough to choose a suitable REIT for your portfolio when there are so many to select from.</p><p>A useful exercise will be to compare two similar REITs to determine which qualifies as a better buy.</p><p>Last month, wecompared two REITsunder the Mapletree umbrella –<b>Mapletree Logistics Trust</b>(SGX: M44U) and<b>Mapletree Pan Asia Commercial Trust</b>(SGX: N2IU).</p><p>This time, we decided to dig deeper into <b>CapitaLand Integrated Commercial Trust</b>(SGX: C38U), or CICT, and <b>CapitaLand Ascendas REIT</b>(SGX: A17U), or CLAR.</p><p>Both REITs have property giant <b>CapitaLand Investment Limited</b>(SGX: 9CI) as a sponsor.</p><p>There is a major difference, though.</p><p>CICT is a retail cum commercial REIT while CLAR is Singapore’s largest industrial REIT.</p><p>Let’s take a look at a variety of attributes to decide which REIT is the better buy.</p><h2><b>Portfolio composition</b><img src=\"https://static.tigerbbs.com/4c027120487868dd83310b80e329a4f9\" tg-width=\"657\" tg-height=\"257\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>First, we look at each REIT’s portfolio composition.</p><p>CLAR is the winner here with a total of 226 properties spread out across a total of six countries.</p><p>The industrial REIT is much more diversified but also has a smaller asset under management (AUM) base compared with CICT.</p><p>This diversification will stand the REIT in good stead when economic headwinds hit.</p><h2><b>Winner: CLAR</b></h2><h2><b>Financials and DPU</b><img src=\"https://static.tigerbbs.com/63e94499ab2acbd8dc1de793ab2b6ca4\" tg-width=\"681\" tg-height=\"238\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>Moving on to financials, we used the fiscal 2022’s first half (1H2022) to compare the two REITs as CLAR did not disclose its financial numbers for the third quarter and first nine months of this year.</p><p>CLAR saw a double-digit year on year jump in gross revenue while CICT only recorded a 6.5% year on year increase.</p><p>For net property income, CLAR’s year-on-year rise was also slightly better than CICT’s.</p><p>Income-seeking investors will also be eyeing the most important attribute of the three – the increase in distribution per unit (DPU).</p><p>CLAR posted a slightly better year on year increase of 2.8% for its DPU, compared to CICT, where DPU inched up just 0.8% year on year.</p><h2><b>Winner: CLAR</b></h2><h2><b>Debt metrics</b><img src=\"https://static.tigerbbs.com/cb13ba0267f5d0680cd21407450a1fcc\" tg-width=\"682\" tg-height=\"297\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>A REIT’s debt metrics determine if it has room to tap on borrowings for acquisitions and whether it can be resilient to rapidinterest rate rises.</p><p>The table above shows that CLAR has a lower aggregate leverage ratio of 37.3% versus CICT’s 41.2%, allowing it slightly more room to borrow.</p><p>CLAR also enjoys a lower cost of debt and has a higher interest coverage ratio compared with CICT.</p><p>But when it comes to fixed-rate borrowings, CICT has a slightly larger proportion (80%) compared with CLAR’s 78%.</p><p>Still, we feel that both REITs have more than three-quarters of their loans on fixed rates, which is an admirable proportion.</p><p>Hence, CLAR is the winner for this round as it has favourable debt metrics in all three aspects.</p><h2><b>Winner: CLAR</b></h2><h2><b>Operating metrics</b><img src=\"https://static.tigerbbs.com/e773ade40b2db802165231a6d9e173cb\" tg-width=\"678\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>Both CICT and CLAR have strong operating metrics, with each REIT boasting a high occupancy rate hovering around 95%.</p><p>CLAR, however, posted a better rental reversion rate of 5.4%.</p><p>CICT’s retail rental reversion came in at just 0.6% but its office division posted a near-8% increase in average rental rates.</p><p>If we average the two divisions’ rental reversion for CICT, we get around 4.2%, which is still lower than CLAR’s 5.4% reversion rate.</p><h2><b>Winner: CLAR</b></h2><h2><b>Tenant diversification</b><img src=\"https://static.tigerbbs.com/645dc752bec8138984e9b9708f805dee\" tg-width=\"678\" tg-height=\"211\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>Tenant diversification is an additional attribute to look at for each REIT as this number was disclosed.</p><p>CICT did not specify how many tenants it had in total, but CLAR’s 1,690 tenants show how well-diversified the industrial REIT’s tenant base is.</p><p>In the event of arecession, CLAR should not get hit too badly as it has a wide spread of tenants that it can rely on.</p><p>Another positive trait is that CLAR’s top 10 tenants make up just 16% of the REIT’s gross rental income (GRI).</p><p>In contrast, CICT’s top 10 tenants took up one-fifth of its GRI.</p><h2><b>Winner: CLAR</b></h2><h2><b>Distribution yield</b><img src=\"https://static.tigerbbs.com/705c1fe863f005f8b917811aabc1d171\" tg-width=\"678\" tg-height=\"212\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h2><p>Finally, we took a glance at each REIT’s trailing distribution yield.</p><p><s>CLAR</s> once again wins over CICT with a slightly higher distribution yield of 5.5% against CICT’s 5.1%.</p><h2><b>Winner: CLAR</b></h2><h2><b>Get Smart: AEIs and ongoing projects</b></h2><p>CLAR wins hands down on almost every single metric we have looked at.</p><p>However, investors should note that with its large base of properties, small acquisitions made by the REIT will hardly move the DPU needle.</p><p>That said, CLAR has a total of S$622.4 million of ongoing projects that promise to boost DPU through organic growth.</p><p>This number includes asset enhancement initiatives (AEI), redevelopments, and a convert-to-suit property in the US.</p><p>CICT is not sitting still, either.</p><p>The retail cum commercial REIT is carrying out AEI at Clarke Quay to enhance the asset, and works will be completed by 3Q2023.</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>Better Buy: CapitaLand Integrated Commercial Trust Vs CapitaLand Ascendas REIT</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\">\nBetter Buy: CapitaLand Integrated Commercial Trust Vs CapitaLand Ascendas REIT\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/better-buy-capitaland-integrated-commercial-trust-vs-capitaland-ascendas-reit/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It can be tough to choose a suitable REIT for your portfolio when there are so many to select from.A useful exercise will be to compare two similar REITs to determine which qualifies as a better buy....</p>\n\n<a href=\"https://thesmartinvestor.com.sg/better-buy-capitaland-integrated-commercial-trust-vs-capitaland-ascendas-reit/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A17U.SI":"凯德腾飞房产信托","C38U.SI":"凯德商用新加坡信托"},"source_url":"https://thesmartinvestor.com.sg/better-buy-capitaland-integrated-commercial-trust-vs-capitaland-ascendas-reit/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120292839","content_text":"It can be tough to choose a suitable REIT for your portfolio when there are so many to select from.A useful exercise will be to compare two similar REITs to determine which qualifies as a better buy.Last month, wecompared two REITsunder the Mapletree umbrella –Mapletree Logistics Trust(SGX: M44U) andMapletree Pan Asia Commercial Trust(SGX: N2IU).This time, we decided to dig deeper into CapitaLand Integrated Commercial Trust(SGX: C38U), or CICT, and CapitaLand Ascendas REIT(SGX: A17U), or CLAR.Both REITs have property giant CapitaLand Investment Limited(SGX: 9CI) as a sponsor.There is a major difference, though.CICT is a retail cum commercial REIT while CLAR is Singapore’s largest industrial REIT.Let’s take a look at a variety of attributes to decide which REIT is the better buy.Portfolio compositionFirst, we look at each REIT’s portfolio composition.CLAR is the winner here with a total of 226 properties spread out across a total of six countries.The industrial REIT is much more diversified but also has a smaller asset under management (AUM) base compared with CICT.This diversification will stand the REIT in good stead when economic headwinds hit.Winner: CLARFinancials and DPUMoving on to financials, we used the fiscal 2022’s first half (1H2022) to compare the two REITs as CLAR did not disclose its financial numbers for the third quarter and first nine months of this year.CLAR saw a double-digit year on year jump in gross revenue while CICT only recorded a 6.5% year on year increase.For net property income, CLAR’s year-on-year rise was also slightly better than CICT’s.Income-seeking investors will also be eyeing the most important attribute of the three – the increase in distribution per unit (DPU).CLAR posted a slightly better year on year increase of 2.8% for its DPU, compared to CICT, where DPU inched up just 0.8% year on year.Winner: CLARDebt metricsA REIT’s debt metrics determine if it has room to tap on borrowings for acquisitions and whether it can be resilient to rapidinterest rate rises.The table above shows that CLAR has a lower aggregate leverage ratio of 37.3% versus CICT’s 41.2%, allowing it slightly more room to borrow.CLAR also enjoys a lower cost of debt and has a higher interest coverage ratio compared with CICT.But when it comes to fixed-rate borrowings, CICT has a slightly larger proportion (80%) compared with CLAR’s 78%.Still, we feel that both REITs have more than three-quarters of their loans on fixed rates, which is an admirable proportion.Hence, CLAR is the winner for this round as it has favourable debt metrics in all three aspects.Winner: CLAROperating metricsBoth CICT and CLAR have strong operating metrics, with each REIT boasting a high occupancy rate hovering around 95%.CLAR, however, posted a better rental reversion rate of 5.4%.CICT’s retail rental reversion came in at just 0.6% but its office division posted a near-8% increase in average rental rates.If we average the two divisions’ rental reversion for CICT, we get around 4.2%, which is still lower than CLAR’s 5.4% reversion rate.Winner: CLARTenant diversificationTenant diversification is an additional attribute to look at for each REIT as this number was disclosed.CICT did not specify how many tenants it had in total, but CLAR’s 1,690 tenants show how well-diversified the industrial REIT’s tenant base is.In the event of arecession, CLAR should not get hit too badly as it has a wide spread of tenants that it can rely on.Another positive trait is that CLAR’s top 10 tenants make up just 16% of the REIT’s gross rental income (GRI).In contrast, CICT’s top 10 tenants took up one-fifth of its GRI.Winner: CLARDistribution yieldFinally, we took a glance at each REIT’s trailing distribution yield.CLAR once again wins over CICT with a slightly higher distribution yield of 5.5% against CICT’s 5.1%.Winner: CLARGet Smart: AEIs and ongoing projectsCLAR wins hands down on almost every single metric we have looked at.However, investors should note that with its large base of properties, small acquisitions made by the REIT will hardly move the DPU needle.That said, CLAR has a total of S$622.4 million of ongoing projects that promise to boost DPU through organic growth.This number includes asset enhancement initiatives (AEI), redevelopments, and a convert-to-suit property in the US.CICT is not sitting still, either.The retail cum commercial REIT is carrying out AEI at Clarke Quay to enhance the asset, and works will be completed by 3Q2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9943673753,"gmtCreate":1679445057872,"gmtModify":1679445061635,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943673753","repostId":"2321670854","repostType":4,"repost":{"id":"2321670854","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":1679428829,"share":"https://ttm.financial/m/news/2321670854?lang=&edition=fundamental","pubTime":"2023-03-22 04:00","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2321670854","media":"Reuters","summary":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking secto","content":"<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus\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\">2023-03-22 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QID":"纳指两倍做空ETF","QQQ":"纳指100ETF","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","FOMC":"FOMO CORP.","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","TQQQ":"纳指三倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","PSQ":"纳指反向ETF","DJX":"1/100道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321670854","content_text":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.But banking stocks bounced back on Tuesday, building on Monday's reversal. Still, despite its recent resurgence, the S&P banks index has lost nearly 18% of its value just this month.Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.\"The stock market is coming to a recognition that the banking crisis wasn't a crisis after all, and was isolated to a handful of banks,\" said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. \"Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.\"Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee $(FOMC)$ will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.\"The Fed will raise interest rates by 25 basis points and the market won't care,\" Pursche added. \"It will all be about (Chairman Jerome) Powell's statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise\" can be attributed to bad management on the part of a few banks.At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME's FedWatch tool.Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.According to preliminary data, the S&P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.Shares of First Republic Bank saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers PacWest Bancorp and Western Alliance Bancorp also surged.Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949413345,"gmtCreate":1678810937388,"gmtModify":1678813194336,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Don't be fool by the mouldy fool","listText":"Don't be fool by the mouldy fool","text":"Don't be fool by the mouldy fool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949413345","repostId":"2319074636","repostType":4,"repost":{"id":"2319074636","pubTimestamp":1678786627,"share":"https://ttm.financial/m/news/2319074636?lang=&edition=fundamental","pubTime":"2023-03-14 17:37","market":"us","language":"en","title":"A Bull Market Is Coming: 5 Top Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2319074636","media":"Motley Fool","summary":"These companies all have solid long-term prospects.","content":"<html><head></head><body><p>With stock indexes still in the doldrums, you may not be thinking about the next bull market right now. But today actually is a great time to focus on the better days ahead -- whether they are right around the corner or farther down the road -- so that you can prepare your portfolio and enter that bull market in a position of strength.</p><p>Today, many top stocks with amazing growth prospects are cheap, beaten down by today&#39;s tough market. And that equals opportunity for you to snap up potential long-term winners for a bargain. You&#39;ll find these players across industries.</p><p>Let&#39;s check out five top stocks to buy now -- and benefit from later.</p><h2>1. Moderna</h2><p>When you think of<b> Moderna</b> (MRNA 6.95%), you probably think of the coronavirus vaccine. The vaccine has generated billions of dollars in earnings over the past two years. That&#39;s the company&#39;s only product right now -- and it helped Moderna&#39;s stock soar earlier in the pandemic.</p><p>These days, Moderna&#39;s dependence on the vaccine for revenue has done just the opposite: It&#39;s weighed on stock performance. That&#39;s as investors worry about future growth.</p><p>But these concerns look overdone. Moderna has 48 programs in development -- and even some opportunities for blockbuster revenue over the next few years. The company has three potential blockbusters other than the coronavirus program in phase 3 trials right now.</p><p>These are vaccine candidates for respiratory syncytial virus (RSV), flu, and cytomegalovirus (CMV). Moderna aims to file for regulatory approval of the RSV candidate in the first half of this year.</p><p>All of this means Moderna may be poised for a new phase of growth. And a bull market could be the perfect occasion for this growth stock to soar.</p><h2>2. Teladoc Health</h2><p><b>Teladoc Health</b> (TDOC 3.02%) disappointed investors last year after reporting billion-dollar noncash goodwill impairment charges linked to an acquisition. Investors had already been worried about Teladoc&#39;s lack of profitability, and these charges deepened their concerns.</p><p>Still, it&#39;s important to look at the whole picture. Yes, it seems Teladoc overpaid for its purchase of chronic care specialist Livongo in 2020, resulting in the impairment charges. But over time, chronic care is a key growth element for Teladoc. So the investment could pay off in the long run.</p><p>Also, the company has made progress in areas that should help it on the path to profitability. Teladoc has increased members, revenue, and visits. The company also has made significant gains thanks to its mental health business, BetterHelp. That business&#39; revenue climbed 29% in the fourth quarter of last year and served more than 1 million people during the year.</p><p>Teladoc also has shifted its strategy to favor increasing margins and reaching profitability. Earlier in the year, this began by cutting some jobs and office space. Today, Teladoc is trading at its lowest ever in relation to sales. And this looks like a steal considering the company&#39;s potential in this high-growth market.</p><p><img src=\"https://static.tigerbbs.com/3bc205b8e6379bf5f647ee48f1ee21a1\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>TDOC PS Ratio data by YCharts</p><h2>3. Target</h2><p>Last year wasn&#39;t easy for <b>Target</b> (TGT -0.16%). The retailer faced higher inflation, which weighed on its costs and on shoppers&#39; wallets. In spite of the difficult environment, Target still managed to increase revenue -- and offer us clues that its growth story is far from over.</p><p>The fourth quarter represented Target&#39;s 23rd straight quarter of comparable sales growth. And the company made market share gains across all five of its product categories last year.</p><p>Moving forward, Target is investing in areas that should support long-term growth. The company opened six new sortation centers in 2022. These centers speed up order delivery and lower Target&#39;s costs.</p><p>Target also has revamped stores to better serve customers and partnered with companies like <b>Ulta Beauty</b> and <b>Disney</b> to drive traffic. Target says Ulta sales at Target quadrupled from 2021 to 2022.</p><p>Today, Target shares are trading for less than 20 times forward earnings estimates. That&#39;s down from more than 40 a year ago -- a steal considering Target&#39;s strength through tough times -- and potential growth ahead.</p><h2>4. Home Depot</h2><p>As people spent more time at home over the past few years, they increasingly focused on home improvement. And <b>Home Depot</b> (HD 0.07%), the world&#39;s biggest home improvement retailer, benefited. The company increased sales by $47.2 billion from 2019 through 2022. That represents a compound annual growth rate of more than 12%.</p><p>The company has noted a softening in demand in recent times. And this year probably won&#39;t be a huge year of growth. A slowdown in consumer spending may weigh on sales.</p><p>But this is a temporary situation -- and allows us the opportunity to pick up a strong long-term winner for a good price. Home Depot shares are trading for 18 times forward earnings estimates right now.</p><p>Meanwhile, Home Depot has invested in recent years in areas that should boost growth down the road, such as improving its digital platform. Home Depot also has focused on making the entire shopping experience easier for its professional customers. This is key because these customers represent a $450 billion market. So, potential market share gains here for Home Depot should translate into growth.</p><h2>5. Etsy</h2><p>Like other e-commerce companies and retailers, <b>Etsy </b>(ETSY -2.14%) is facing today&#39;s headwinds of higher inflation. But as I mentioned, today&#39;s economic woes won&#39;t last forever, so it&#39;s important to take a long-term view. And from this angle, there&#39;s reason to be optimistic about Etsy.</p><p>The e-commerce company was already growing prior to the pandemic. Shoppers liked going to Etsy for handmade goods -- and sellers were happy to set up shop on this platform.</p><p>But lockdowns earlier in the crisis gave people a fresh opportunity to discover this dynamic player. And Etsy&#39;s earnings soared. Importantly, Etsy&#39;s kept a lot of those gains.</p><p>The company, from a revenue perspective, is almost three times bigger than it was back in 2019. Etsy also has about twice as many active buyers as it did back then. And Etsy has broadened its reach. For example, customers who identify as men have soared 124% since 2019 to a record high.</p><p>And, in spite of today&#39;s difficult environment, Etsy&#39;s consolidated gross merchandise sales only fell 0.7% on a currency-neutral basis in the most recent quarter.</p><p>Etsy trades at 25 times forward earnings estimates, down from 40 a year ago. When the general market takes off, Etsy has what it takes to follow. And that means the valuation we&#39;re seeing today represents a great buying opportunity.</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>A Bull Market Is Coming: 5 Top Stocks to Buy Now</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\">\nA Bull Market Is Coming: 5 Top Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 17:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/14/a-bull-market-is-coming-5-top-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With stock indexes still in the doldrums, you may not be thinking about the next bull market right now. But today actually is a great time to focus on the better days ahead -- whether they are right ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/14/a-bull-market-is-coming-5-top-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TGT":"塔吉特","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4567":"ESG概念","ETSY":"Etsy, Inc.","BK4532":"文艺复兴科技持仓","BK4585":"ETF&股票定投概念","TDOC":"Teladoc Health Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823411888.USD":"法巴消费创新基金 Cap","BK4566":"资本集团","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0079474960.USD":"联博美国增长基金A","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4167":"医疗保健技术","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4550":"红杉资本持仓","BK4588":"碎股","MRNA":"Moderna, Inc.","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4122":"互联网与直销零售","BK4083":"家庭装潢零售","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","HD":"家得宝"},"source_url":"https://www.fool.com/investing/2023/03/14/a-bull-market-is-coming-5-top-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2319074636","content_text":"With stock indexes still in the doldrums, you may not be thinking about the next bull market right now. But today actually is a great time to focus on the better days ahead -- whether they are right around the corner or farther down the road -- so that you can prepare your portfolio and enter that bull market in a position of strength.Today, many top stocks with amazing growth prospects are cheap, beaten down by today's tough market. And that equals opportunity for you to snap up potential long-term winners for a bargain. You'll find these players across industries.Let's check out five top stocks to buy now -- and benefit from later.1. ModernaWhen you think of Moderna (MRNA 6.95%), you probably think of the coronavirus vaccine. The vaccine has generated billions of dollars in earnings over the past two years. That's the company's only product right now -- and it helped Moderna's stock soar earlier in the pandemic.These days, Moderna's dependence on the vaccine for revenue has done just the opposite: It's weighed on stock performance. That's as investors worry about future growth.But these concerns look overdone. Moderna has 48 programs in development -- and even some opportunities for blockbuster revenue over the next few years. The company has three potential blockbusters other than the coronavirus program in phase 3 trials right now.These are vaccine candidates for respiratory syncytial virus (RSV), flu, and cytomegalovirus (CMV). Moderna aims to file for regulatory approval of the RSV candidate in the first half of this year.All of this means Moderna may be poised for a new phase of growth. And a bull market could be the perfect occasion for this growth stock to soar.2. Teladoc HealthTeladoc Health (TDOC 3.02%) disappointed investors last year after reporting billion-dollar noncash goodwill impairment charges linked to an acquisition. Investors had already been worried about Teladoc's lack of profitability, and these charges deepened their concerns.Still, it's important to look at the whole picture. Yes, it seems Teladoc overpaid for its purchase of chronic care specialist Livongo in 2020, resulting in the impairment charges. But over time, chronic care is a key growth element for Teladoc. So the investment could pay off in the long run.Also, the company has made progress in areas that should help it on the path to profitability. Teladoc has increased members, revenue, and visits. The company also has made significant gains thanks to its mental health business, BetterHelp. That business' revenue climbed 29% in the fourth quarter of last year and served more than 1 million people during the year.Teladoc also has shifted its strategy to favor increasing margins and reaching profitability. Earlier in the year, this began by cutting some jobs and office space. Today, Teladoc is trading at its lowest ever in relation to sales. And this looks like a steal considering the company's potential in this high-growth market.TDOC PS Ratio data by YCharts3. TargetLast year wasn't easy for Target (TGT -0.16%). The retailer faced higher inflation, which weighed on its costs and on shoppers' wallets. In spite of the difficult environment, Target still managed to increase revenue -- and offer us clues that its growth story is far from over.The fourth quarter represented Target's 23rd straight quarter of comparable sales growth. And the company made market share gains across all five of its product categories last year.Moving forward, Target is investing in areas that should support long-term growth. The company opened six new sortation centers in 2022. These centers speed up order delivery and lower Target's costs.Target also has revamped stores to better serve customers and partnered with companies like Ulta Beauty and Disney to drive traffic. Target says Ulta sales at Target quadrupled from 2021 to 2022.Today, Target shares are trading for less than 20 times forward earnings estimates. That's down from more than 40 a year ago -- a steal considering Target's strength through tough times -- and potential growth ahead.4. Home DepotAs people spent more time at home over the past few years, they increasingly focused on home improvement. And Home Depot (HD 0.07%), the world's biggest home improvement retailer, benefited. The company increased sales by $47.2 billion from 2019 through 2022. That represents a compound annual growth rate of more than 12%.The company has noted a softening in demand in recent times. And this year probably won't be a huge year of growth. A slowdown in consumer spending may weigh on sales.But this is a temporary situation -- and allows us the opportunity to pick up a strong long-term winner for a good price. Home Depot shares are trading for 18 times forward earnings estimates right now.Meanwhile, Home Depot has invested in recent years in areas that should boost growth down the road, such as improving its digital platform. Home Depot also has focused on making the entire shopping experience easier for its professional customers. This is key because these customers represent a $450 billion market. So, potential market share gains here for Home Depot should translate into growth.5. EtsyLike other e-commerce companies and retailers, Etsy (ETSY -2.14%) is facing today's headwinds of higher inflation. But as I mentioned, today's economic woes won't last forever, so it's important to take a long-term view. And from this angle, there's reason to be optimistic about Etsy.The e-commerce company was already growing prior to the pandemic. Shoppers liked going to Etsy for handmade goods -- and sellers were happy to set up shop on this platform.But lockdowns earlier in the crisis gave people a fresh opportunity to discover this dynamic player. And Etsy's earnings soared. Importantly, Etsy's kept a lot of those gains.The company, from a revenue perspective, is almost three times bigger than it was back in 2019. Etsy also has about twice as many active buyers as it did back then. And Etsy has broadened its reach. For example, customers who identify as men have soared 124% since 2019 to a record high.And, in spite of today's difficult environment, Etsy's consolidated gross merchandise sales only fell 0.7% on a currency-neutral basis in the most recent quarter.Etsy trades at 25 times forward earnings estimates, down from 40 a year ago. When the general market takes off, Etsy has what it takes to follow. And that means the valuation we're seeing today represents a great buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952561629,"gmtCreate":1674825626961,"gmtModify":1676538960944,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952561629","repostId":"2306138469","repostType":4,"repost":{"id":"2306138469","pubTimestamp":1674833382,"share":"https://ttm.financial/m/news/2306138469?lang=&edition=fundamental","pubTime":"2023-01-27 23:29","market":"us","language":"en","title":"The Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does","url":"https://stock-news.laohu8.com/highlight/detail?id=2306138469","media":"Motley Fool","summary":"The Nasdaq Composite index has a habit of bouncing back strongly after a losing year.","content":"<html><head></head><body><p>Investors holding a portfolio with lots of technology stocks in it are probably still feeling battered and bruised after a rough 2022. The <b>Nasdaq Composite</b> index, which has a bigger than average share of tech stocks in it, plunged 33% for the year as inflation and interest rates climbed. It was the worst annual performance since 2008.</p><p>A look back at the Nasdaq Composite&#39;s 51-year history shows that back-to-back losing years are incredibly rare. There have only been two instances since 1971. That suggests 2023 has a very good chance of ending with positive returns. It&#39;s also encouraging to note that the index has soared by 33% on average in the first positive year after a loss.</p><p>The broader tech sell-off was brutal for the following five stocks, but if history repeats for the Nasdaq, these five tech stocks could have a great 2023 too.</p><h2>1. Splunk: Down 57% from its all-time high</h2><p>It&#39;s becoming clear that artificial intelligence (AI) and machine learning are going to play a big part in the future of business, and that&#39;s why <b>Splunk</b> makes this list. The company is a machine learning specialist with a host of high-profile customers, from <b>Domino&#39;s Pizza</b> to the McLaren Formula 1 racing team.</p><p>Splunk&#39;s platform, which is now being supercharged by the cloud, is designed to ingest mountains of data in real-time to deliver actionable insights for its customers. These insights can alert businesses to technical issues, or even ways to improve sales through digital channels. In essence, Splunk turns noisy data into true value, and that&#39;s something all companies need in the digital age.</p><p>Splunk is used by 90 of the Fortune 100 companies, and it has 764 customers spending $1 million per year. Its annual recurring revenue is set to top $3.6 billion by the end of fiscal 2023 (ending Jan. 31), but the company values its addressable opportunity at $100 billion, so it still has a long runway for growth.</p><h2>2. DigitalOcean: Down 77% from its all-time high</h2><p>Cloud computing technology touches almost every aspect of the corporate world. Day-to-day operations are rapidly shifting online, and the cloud enables companies to do more with less -- especially smaller enterprises. <b>DigitalOcean</b> is a provider of cloud services with a focus on start-ups and established businesses with under 500 employees, and it&#39;s competing with giants like <b>Amazon</b> Web Services and <b>Microsoft</b> Azure.</p><p>DigitalOcean offers solutions for data storage, web hosting, software development, and even video streaming. Its strategy is to beat its gigantic competitors on price, usability, and especially on service. Support is critical for small enterprises because they typically don&#39;t have dedicated technical teams. The leading cloud providers often overlook those needs because they make most of their money from large organizations.</p><p>DigitalOcean serves 142,100 customers who are spending a minimum of $50 per month, and it&#39;s seeing consistent growth in retention and average revenue per user. It valued its addressable market at $72 billion in 2022, but it&#39;s expected to double to $145 billion by 2025, and given the company&#39;s annual recurring revenue is currently $641 million, it&#39;s still in the early innings of that opportunity.</p><h2>3. DocuSign: Down 81% from its all-time high</h2><p><b>DocuSign</b> was a pandemic darling. As much of the world went into lockdown, digital technology reigned supreme, and DocuSign&#39;s electronic signature software kept the business world moving. The company expanded into new verticals, including contract lifecycle management through its Agreement Cloud, and while its stock is down significantly from its all-time high, it might be gearing up for a comeback.</p><p>The Agreement Cloud includes a portfolio of applications that can help businesses prepare, negotiate, and manage contracts entirely digitally. It even uses a splash of artificial intelligence through its Insight platform, which is designed to scan agreements for problematic clauses and potential opportunities. DocuSign says its tools are deployed in 13 different industries, and it currently serves over 1 billion users worldwide with 1.32 million paying customers.</p><p>DocuSign is expecting to generate $2.49 billion in revenue for fiscal 2023 (ended Jan. 31), which would represent modest growth of 18.9% compared to fiscal 2022 as pandemic tailwinds continue to cool off. But the business world is trending in DocuSign&#39;s direction over the long term, and with its opportunity valued at $50 billion, it has only penetrated a fraction of the market.</p><h2>4. Lemonade: Down 90% from its all-time high</h2><p>Nobody really likes dealing with their insurance company, especially when it comes to making a claim. The process can be frustrating and lengthy, but that&#39;s part of the customer experience <b>Lemonade</b> is trying to improve. It uses AI to write quotes in under 90 seconds and pay claims in three minutes without human intervention across its five insurance products: renters, homeowners, pet, life, and car.</p><p>Lemonade also uses AI in other parts of its business. Its latest Lifetime Value 6 (LTV6) model is used to predict customer behavior to price premiums, and it can also identify underperforming geographic markets (and products) to allow the company to pivot quickly and generate more revenue.</p><p>The company is growing rapidly. In the third quarter of 2022 (ended Sept. 30), Lemonade&#39;s in-force premium soared 76% year over year to $609 million, and its revenue more than doubled. It now serves over 1.77 million customers who are spending record amounts of money on Lemonade&#39;s products, but the best might be yet to come because insurance is a trillion-dollar opportunity in the U.S. alone.</p><h2>5. C3.ai: Down 91% from its all-time high</h2><p>By this point, it&#39;s possible you&#39;ve noticed most of the companies in this piece use AI in some way. <b>C3.ai</b> might be the biggest opportunity of the bunch, as it aims to dominate enterprise AI, which is an industry it helped create.</p><p>C3.ai sells ready-made and customizable AI applications to 236 customers. These applications help companies access the benefits of AI even if they don&#39;t have the internal resources to build their own models from scratch. The spread of industries seeking this technology is diverse and includes oil and gas, financial services, manufacturing, and defense, to name a few.</p><p>But C3.ai also forged partnerships with the cloud divisions of tech giants like Amazon, Microsoft, and Google parent <b>Alphabet</b>. Those providers use C3.ai&#39;s applications to deliver better AI solutions to their own customers, and as such, the partnerships involve joint-selling ventures.</p><p>C3.ai is a $1.6 billion company chasing an opportunity it estimates will be worth $596 billion by 2025. It&#39;s currently undergoing a drastic change to its revenue model, which could set it up for a future of supercharged growth. In any case, after a 91% decline in its stock price from its all-time high, it&#39;s trading near a rock-bottom valuation which might spell opportunity for investors.</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>The Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does</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 Nasdaq Could Soar in 2023 -- 5 Stocks Down 57% to 91% to Buy Before It Does\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-27 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/26/nasdaq-soar-2023-stocks-down-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors holding a portfolio with lots of technology stocks in it are probably still feeling battered and bruised after a rough 2022. The Nasdaq Composite index, which has a bigger than average share...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/26/nasdaq-soar-2023-stocks-down-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AI":"C3.ai, Inc.","DOCU":"Docusign","DOCN":"DigitalOcean Holdings, Inc.","SPLK":"Splunk Inc","LMND":"Lemonade, Inc."},"source_url":"https://www.fool.com/investing/2023/01/26/nasdaq-soar-2023-stocks-down-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306138469","content_text":"Investors holding a portfolio with lots of technology stocks in it are probably still feeling battered and bruised after a rough 2022. The Nasdaq Composite index, which has a bigger than average share of tech stocks in it, plunged 33% for the year as inflation and interest rates climbed. It was the worst annual performance since 2008.A look back at the Nasdaq Composite's 51-year history shows that back-to-back losing years are incredibly rare. There have only been two instances since 1971. That suggests 2023 has a very good chance of ending with positive returns. It's also encouraging to note that the index has soared by 33% on average in the first positive year after a loss.The broader tech sell-off was brutal for the following five stocks, but if history repeats for the Nasdaq, these five tech stocks could have a great 2023 too.1. Splunk: Down 57% from its all-time highIt's becoming clear that artificial intelligence (AI) and machine learning are going to play a big part in the future of business, and that's why Splunk makes this list. The company is a machine learning specialist with a host of high-profile customers, from Domino's Pizza to the McLaren Formula 1 racing team.Splunk's platform, which is now being supercharged by the cloud, is designed to ingest mountains of data in real-time to deliver actionable insights for its customers. These insights can alert businesses to technical issues, or even ways to improve sales through digital channels. In essence, Splunk turns noisy data into true value, and that's something all companies need in the digital age.Splunk is used by 90 of the Fortune 100 companies, and it has 764 customers spending $1 million per year. Its annual recurring revenue is set to top $3.6 billion by the end of fiscal 2023 (ending Jan. 31), but the company values its addressable opportunity at $100 billion, so it still has a long runway for growth.2. DigitalOcean: Down 77% from its all-time highCloud computing technology touches almost every aspect of the corporate world. Day-to-day operations are rapidly shifting online, and the cloud enables companies to do more with less -- especially smaller enterprises. DigitalOcean is a provider of cloud services with a focus on start-ups and established businesses with under 500 employees, and it's competing with giants like Amazon Web Services and Microsoft Azure.DigitalOcean offers solutions for data storage, web hosting, software development, and even video streaming. Its strategy is to beat its gigantic competitors on price, usability, and especially on service. Support is critical for small enterprises because they typically don't have dedicated technical teams. The leading cloud providers often overlook those needs because they make most of their money from large organizations.DigitalOcean serves 142,100 customers who are spending a minimum of $50 per month, and it's seeing consistent growth in retention and average revenue per user. It valued its addressable market at $72 billion in 2022, but it's expected to double to $145 billion by 2025, and given the company's annual recurring revenue is currently $641 million, it's still in the early innings of that opportunity.3. DocuSign: Down 81% from its all-time highDocuSign was a pandemic darling. As much of the world went into lockdown, digital technology reigned supreme, and DocuSign's electronic signature software kept the business world moving. The company expanded into new verticals, including contract lifecycle management through its Agreement Cloud, and while its stock is down significantly from its all-time high, it might be gearing up for a comeback.The Agreement Cloud includes a portfolio of applications that can help businesses prepare, negotiate, and manage contracts entirely digitally. It even uses a splash of artificial intelligence through its Insight platform, which is designed to scan agreements for problematic clauses and potential opportunities. DocuSign says its tools are deployed in 13 different industries, and it currently serves over 1 billion users worldwide with 1.32 million paying customers.DocuSign is expecting to generate $2.49 billion in revenue for fiscal 2023 (ended Jan. 31), which would represent modest growth of 18.9% compared to fiscal 2022 as pandemic tailwinds continue to cool off. But the business world is trending in DocuSign's direction over the long term, and with its opportunity valued at $50 billion, it has only penetrated a fraction of the market.4. Lemonade: Down 90% from its all-time highNobody really likes dealing with their insurance company, especially when it comes to making a claim. The process can be frustrating and lengthy, but that's part of the customer experience Lemonade is trying to improve. It uses AI to write quotes in under 90 seconds and pay claims in three minutes without human intervention across its five insurance products: renters, homeowners, pet, life, and car.Lemonade also uses AI in other parts of its business. Its latest Lifetime Value 6 (LTV6) model is used to predict customer behavior to price premiums, and it can also identify underperforming geographic markets (and products) to allow the company to pivot quickly and generate more revenue.The company is growing rapidly. In the third quarter of 2022 (ended Sept. 30), Lemonade's in-force premium soared 76% year over year to $609 million, and its revenue more than doubled. It now serves over 1.77 million customers who are spending record amounts of money on Lemonade's products, but the best might be yet to come because insurance is a trillion-dollar opportunity in the U.S. alone.5. C3.ai: Down 91% from its all-time highBy this point, it's possible you've noticed most of the companies in this piece use AI in some way. C3.ai might be the biggest opportunity of the bunch, as it aims to dominate enterprise AI, which is an industry it helped create.C3.ai sells ready-made and customizable AI applications to 236 customers. These applications help companies access the benefits of AI even if they don't have the internal resources to build their own models from scratch. The spread of industries seeking this technology is diverse and includes oil and gas, financial services, manufacturing, and defense, to name a few.But C3.ai also forged partnerships with the cloud divisions of tech giants like Amazon, Microsoft, and Google parent Alphabet. Those providers use C3.ai's applications to deliver better AI solutions to their own customers, and as such, the partnerships involve joint-selling ventures.C3.ai is a $1.6 billion company chasing an opportunity it estimates will be worth $596 billion by 2025. It's currently undergoing a drastic change to its revenue model, which could set it up for a future of supercharged growth. In any case, after a 91% decline in its stock price from its all-time high, it's trading near a rock-bottom valuation which might spell opportunity for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908891447,"gmtCreate":1659352987889,"gmtModify":1705979397996,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Hope BABA comply 🤞🏼","listText":"Hope BABA comply 🤞🏼","text":"Hope BABA comply 🤞🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908891447","repostId":"1163468864","repostType":2,"repost":{"id":"1163468864","pubTimestamp":1659343896,"share":"https://ttm.financial/m/news/1163468864?lang=&edition=fundamental","pubTime":"2022-08-01 16:51","market":"us","language":"en","title":"Alibaba, Nio, XPeng, Li Auto, Boeing, Activision Blizzard and HSBC: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1163468864","media":"Benzinga","summary":"With US stock futures trading lower this morning on Monday ahead of earnings reports from several bi","content":"<html><head></head><body><p>With US stock futures trading lower this morning on Monday ahead of earnings reports from several big companies, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></b> said it would work to maintain its New York and Hong Kong stock exchange listings after the Chinese e-commerce giant was placed on a delisting watchlist by U.S authorities.</li><li><b><a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a></b> recorded monthly deliveries in July of 11,524 Smart EVs, representing a 43% increase year-over-year. The Company delivered 80,507 Smart EVs in total for the first seven months in 2022, representing a 108% increase year-over-year. Cumulative deliveries reached nearly 220,000 as of the end of July 2022.</li><li><b><a href=\"https://laohu8.com/S/LI\">Li Auto</a></b> delivered 10,422 Li ONEs in July 2022, up 21.3% year over year. The cumulative deliveries of Li ONE have reached 194,913 since the vehicle’s market debut in 2019.</li><li><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> delivered 10,052 vehicles in July 2022, representing an increase of 26.7% year-over-year. The deliveries consisted of 7,579 premium smart electric SUVs, and 2,473 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022.</li><li><b><a href=\"https://laohu8.com/S/BA\">Boeing</a></b> temporarily avoided a strike at three plants that make military gear, and U.S. regulators approved the company&#39;s plan for validating repairs to the 787.</li><li><b><a href=\"https://laohu8.com/S/HSBC\">HSBC Holdings PLC</a></b> posted $5.49 billion in net profit for the three months ended June 30, compared with $3.40 billion a year earlier. Net profit had been projected to decline to $2.70 billion, according to the lender&#39;s compiled consensus for the period.</li></ul><ul><li>Wall Street expects <b>Global Payments Inc.</b> to report quarterly earnings at $2.35 per share on revenue of $2.07 billion before the opening bell. Global Payments shares fell 0.2% to $122.10 in after-hours trading.</li><li>Analysts are expecting <b>The Mosaic Company</b> to have earned $4.01 per share on revenue of $5.65 billion for the latest quarter. The company will release earnings after the markets close. Mosaic shares rose 0.1% to $52.70 in after-hours trading.</li><li><b>Tuesday Morning Corporation</b> said that the company’s Chief Financial Officer Jennifer Robinson is departing to pursue other opportunities effective August 15, 2022. The company named current COO Marc Katz as Interim CFO. Tuesday Morning shares fell 3.4% to $0.2300 in the after-hours trading session.</li></ul><ul><li>After the closing bell, <b>Activision Blizzard, Inc.</b> is projected to post quarterly earnings at $0.48 per share on revenue of $1.58 billion. Activision shares slipped 0.2% to $79.80 in after-hours trading.</li><li>Analysts expect <b>ON Semiconductor Corporation</b> to report quarterly earnings at $1.26 per share on revenue of $2.01 billion before the opening bell. ON Semiconductor shares fell 0.1% to $66.75 in after-hours trading.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba, Nio, XPeng, Li Auto, Boeing, Activision Blizzard and HSBC: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, Nio, XPeng, Li Auto, Boeing, Activision Blizzard and HSBC: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/08/28282642/global-payments-mosaic-and-3-stocks-to-watch-heading-into-monday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading lower this morning on Monday ahead of earnings reports from several big companies, some of the stocks that may grab investor focus today are as follows:Alibaba said it ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/08/28282642/global-payments-mosaic-and-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ON":"安森美半导体","HSBC":"汇丰","GPN":"环汇有限公司","TUEM":"Tuesday Morning Corp","BA":"波音","ATVI":"动视暴雪","MOS":"美国美盛","BABA":"阿里巴巴","LI":"理想汽车"},"source_url":"https://www.benzinga.com/news/earnings/22/08/28282642/global-payments-mosaic-and-3-stocks-to-watch-heading-into-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163468864","content_text":"With US stock futures trading lower this morning on Monday ahead of earnings reports from several big companies, some of the stocks that may grab investor focus today are as follows:Alibaba said it would work to maintain its New York and Hong Kong stock exchange listings after the Chinese e-commerce giant was placed on a delisting watchlist by U.S authorities.XPeng Inc. recorded monthly deliveries in July of 11,524 Smart EVs, representing a 43% increase year-over-year. The Company delivered 80,507 Smart EVs in total for the first seven months in 2022, representing a 108% increase year-over-year. Cumulative deliveries reached nearly 220,000 as of the end of July 2022.Li Auto delivered 10,422 Li ONEs in July 2022, up 21.3% year over year. The cumulative deliveries of Li ONE have reached 194,913 since the vehicle’s market debut in 2019.NIO Inc. delivered 10,052 vehicles in July 2022, representing an increase of 26.7% year-over-year. The deliveries consisted of 7,579 premium smart electric SUVs, and 2,473 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022.Boeing temporarily avoided a strike at three plants that make military gear, and U.S. regulators approved the company's plan for validating repairs to the 787.HSBC Holdings PLC posted $5.49 billion in net profit for the three months ended June 30, compared with $3.40 billion a year earlier. Net profit had been projected to decline to $2.70 billion, according to the lender's compiled consensus for the period.Wall Street expects Global Payments Inc. to report quarterly earnings at $2.35 per share on revenue of $2.07 billion before the opening bell. Global Payments shares fell 0.2% to $122.10 in after-hours trading.Analysts are expecting The Mosaic Company to have earned $4.01 per share on revenue of $5.65 billion for the latest quarter. The company will release earnings after the markets close. Mosaic shares rose 0.1% to $52.70 in after-hours trading.Tuesday Morning Corporation said that the company’s Chief Financial Officer Jennifer Robinson is departing to pursue other opportunities effective August 15, 2022. The company named current COO Marc Katz as Interim CFO. Tuesday Morning shares fell 3.4% to $0.2300 in the after-hours trading session.After the closing bell, Activision Blizzard, Inc. is projected to post quarterly earnings at $0.48 per share on revenue of $1.58 billion. Activision shares slipped 0.2% to $79.80 in after-hours trading.Analysts expect ON Semiconductor Corporation to report quarterly earnings at $1.26 per share on revenue of $2.01 billion before the opening bell. ON Semiconductor shares fell 0.1% to $66.75 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your posts too!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025077590,"gmtCreate":1653609575910,"gmtModify":1676535312474,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025077590","repostId":"2238908668","repostType":2,"repost":{"id":"2238908668","pubTimestamp":1653608035,"share":"https://ttm.financial/m/news/2238908668?lang=&edition=fundamental","pubTime":"2022-05-27 07:33","market":"us","language":"en","title":"Why Did Alibaba Shares Surge Almost 15% on Thursday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2238908668","media":"seekingalpha","summary":"Alibaba shares flexed their muscles all day, Thursday, closing with a gain of almost 15% after the C","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> shares flexed their muscles all day, Thursday, closing with a gain of almost 15% after the Chinese Internet kingpin reported better-than-expected fiscal fourth-quarter results.<img src=\"https://static.tigerbbs.com/526ccbeee78266cb110815fad6af13a2\" tg-width=\"875\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> said that it earned the equivalent of $1.55 a share, on $32.2B in revenue for the quarter ended March 31. Wall Street analysts had forecast Alibaba to earn $1.07 a share, on $29.9B in revenue.</p><p>Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.</p><p>Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.</p><p>Reaction to Alibaba was roundly positive on Wall Street, as the company&#39;s shares ended the day at $94.39, their highest closing point in three weeks. Almost 44 million Alibaba shares traded hands during the day&#39;s market session. The company averages 33.7 million shares exchanged on a daily basis.</p><p>Alibaba CEO Daniel Zhang said in a press release that the company &#34;delivered on the goal of serving one billion annual active consumers in China this past quarter&#34; and that the company achieved a record gross merchandise volume (GMV) of $1.3 billion for the full year, despite &#34;macro challenges&#34; and supply chain issues.</p><p>Along with <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, another Chinese Internet leader, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, saw its shares rise almost 15% on Thursday following its strong first-quarter results.</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>Why Did Alibaba Shares Surge Almost 15% on Thursday?</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 Did Alibaba Shares Surge Almost 15% on Thursday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 07:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3843268-why-did-alibaba-shares-surge-almost-15-on-thursday-strong-results-during-chinas-covid-shutdowns><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba shares flexed their muscles all day, Thursday, closing with a gain of almost 15% after the Chinese Internet kingpin reported better-than-expected fiscal fourth-quarter results.Alibaba said ...</p>\n\n<a href=\"https://seekingalpha.com/news/3843268-why-did-alibaba-shares-surge-almost-15-on-thursday-strong-results-during-chinas-covid-shutdowns\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/news/3843268-why-did-alibaba-shares-surge-almost-15-on-thursday-strong-results-during-chinas-covid-shutdowns","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2238908668","content_text":"Alibaba shares flexed their muscles all day, Thursday, closing with a gain of almost 15% after the Chinese Internet kingpin reported better-than-expected fiscal fourth-quarter results.Alibaba said that it earned the equivalent of $1.55 a share, on $32.2B in revenue for the quarter ended March 31. Wall Street analysts had forecast Alibaba to earn $1.07 a share, on $29.9B in revenue.Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.Reaction to Alibaba was roundly positive on Wall Street, as the company's shares ended the day at $94.39, their highest closing point in three weeks. Almost 44 million Alibaba shares traded hands during the day's market session. The company averages 33.7 million shares exchanged on a daily basis.Alibaba CEO Daniel Zhang said in a press release that the company \"delivered on the goal of serving one billion annual active consumers in China this past quarter\" and that the company achieved a record gross merchandise volume (GMV) of $1.3 billion for the full year, despite \"macro challenges\" and supply chain issues.Along with Alibaba, another Chinese Internet leader, Baidu, saw its shares rise almost 15% on Thursday following its strong first-quarter results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955052748,"gmtCreate":1675097137084,"gmtModify":1676538976062,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955052748","repostId":"2307248334","repostType":4,"repost":{"id":"2307248334","pubTimestamp":1675092867,"share":"https://ttm.financial/m/news/2307248334?lang=&edition=fundamental","pubTime":"2023-01-30 23:34","market":"us","language":"en","title":"The Best Stocks to Invest $1,000 In Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2307248334","media":"Motley Fool","summary":"$1,000 can go a long way toward building an effective stock portfolio that meets your personal needs for financial planning.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>There is no silver bullet to address the needs of every investor type with a single stock.</li><li>Most investors should look at media-streaming technology expert Roku first.</li><li>Other tempting options in today’s market include Alphabet, American Tower, and the Vanguard S&amp;P 500 ETF.</li></ul><p>$1,000 can go a long way toward building an effective stock portfolio that meets your personal needs for financial planning.</p><p>The best stocks to invest $1,000 in today will vary from person to person. I don&#39;t know your financial needs, your preferred style of investing, or what industries you&#39;re best equipped to follow and understand. So there is no simple one-size-fits-all slam dunk answer to that question.</p><p>That being said, I can show you some stocks that may fit one or more of your specific needs right now. The companies below are all fantastic long-term investments, found in very different corners of Wall Street. You must decide which idea (or ideas) might be best for your unique situation.</p><p>So I&#39;ll give you one high-octane growth stock, one ultra-robust value investment, one cash-generating dividend champion, and one index-tracking exchange-traded fund (ETF) for the ultimate in diversification. If you&#39;re a momentum investor, always chasing the next get-rich-quick penny stock, I&#39;ll let you explore that unfortunate strategy elsewhere. This list is all about investing, not gambling.</p><p>On that note, let&#39;s get on with the good stuff. Here are three great stocks and one low-cost ETF that you can buy for less than $1,000 today.</p><h3>The best growth stock: <a href=\"https://laohu8.com/S/ROKU\">Roku</a></h3><p>After a marketwide retreat from growth stocks in 2022, plenty of great picks are available today. Still, nothing beats the combination of deep discounts and fully intact long-term growth prospects that I see in Roku.</p><p>It starts with one simple fact: Digital streaming is the future of video-based entertainment.</p><p>In the long run, I expect the market share of broadcast and cable TV to land at zero percent. Likewise, DVD and Blu-ray disks will soon be as quaintly dated as VHS tapes or slide projectors. I can&#39;t call a global winner in the digital content wars, and several large services and studios will likely share the streaming market.</p><p>But Roku investors don&#39;t really care whether <a href=\"https://laohu8.com/S/NFLX\">Netflix </a> beats Disney+ or the other way around. As long as every competitor supports the Roku media player platform, all that matters is the continued growth of the streaming market as a whole.</p><p>Netflix likes to remind investors how much further it can grow before running into saturated markets. Last week&#39;s fourth-quarter report featured this helpful chart, for example:</p><p><img src=\"https://static.tigerbbs.com/dc1fe9a8700d29f03b857d081ff9e0af\" tg-width=\"1880\" tg-height=\"918\" referrerpolicy=\"no-referrer\"/>Even the U.S. market, which is the world&#39;s oldest and most mature streaming forum, is still dominated by old-school TV channels. The rest of the world has a lot of catching up to do.</p><p>So Roku and its streaming-service partners are addressing a massive worldwide marketplace where sales and profits can multiply many times over. Roku is the clear leader in service-neutral media player hardware and software in North America, which sets the tone for the rest of the world. The company&#39;s international expansion has only just begun, once again outlining a tremendous opportunity for long-term growth.</p><p>At the same time, many Roku investors saw a couple of quarters with slower top-line growth last year and jumped to the conclusion that the growth story is over. So Roku shares are trading 65% lower over the last 52 weeks and 89% below the all-time highs from the summer of 2021.</p><p>This mismatch between bearish market perception and bullish business prospects is so wrong, I&#39;m not sure whether I should laugh or cry. Until further notice, I keep buying more Roku shares as long as the unreasonable price cuts are available. I&#39;ll laugh all the way to the bank in a few years as the long-term growth thesis plays out.</p><p>If you only wanted my single best idea in today&#39;s market, Roku is it.</p><h3>The best value stock: <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h3><p>I love the bargain-bin discount on Roku shares, but not every investor is looking for a long-term growth investment in a patch of dramatic short-term market turbulence. If you&#39;re more interested in rock-solid value creation with a milder service of recent price cuts, I suggest checking out Alphabet (GOOG 1.56%) (GOOGL 1.90%) instead.</p><p>You know Alphabet as the parent company of Google -- a peerless cash machine built on online search and advertising services. The stock currently trades more than 30% below its peak price from November 2021, weighed down by economic concerns and the rise of potential competition from ChatGPT and other artificial intelligence tools.</p><p>If Roku is the safest growth story I know, Alphabet is the most obvious long-term survivor on the market.</p><p>This company was literally designed to roll with the punches and lead every technology revolution from the front line. Alphabet is quietly grooming a multitude of alternative business ideas to take the baton when web-based search and advertising has run its course. The most helpful option so far has been the Google Cloud service, which generated 10% of Alphabet&#39;s total sales in the third quarter of 2022. Ten or twenty years from now, we may have forgotten about the Google brand. At the same time, we&#39;ll depend on the Waymo self-driving car service every day and Verily Life Sciences may have found the proverbial cure for cancer -- all under Alphabet&#39;s business umbrella.</p><p>This company will outlive us all, helping investors build lasting wealth along the way. Alphabet&#39;s $1.2 trillion market cat is the third largest stock market footprint today, based on the modest valuation ratios of 19 times earnings and 4.5 times sales. Alphabet&#39;s assured longevity makes its stock a value investor&#39;s dream.</p><h3>The best income investment: <a href=\"https://laohu8.com/S/AMT\">American Tower</a></h3><p>If you&#39;re just looking for a reliable dividend-paying stock, whose quarterly payouts are powered by robust cash flows, my best recommendation is cell tower manager and operator American Tower.</p><p>Wireless communications are not only here to stay, but growing more important over time. As a result, American Tower&#39;s services should be in high demand for decades to come. The company&#39;s revenue streams are incredibly robust due to its clients&#39; multi-year contracts.</p><p>American Tower rides its thriving market to tremendous growth in sales and profits over the year. One other line item keeps rising much faster, though. Quarterly dividends have risen by 500% in the last decade, showing no sign of a slowdown:</p><p>Let&#39;s say you picked up some American Tower shares ten years ago, when the stock was priced at $80 and offered an annual dividend payout of $0.90 per share. That policy supported a modest dividend yield of 1.1% at the time.</p><p>Today, the shares you bought in 2013 qualify for annual dividend payments of $5.69 per share. If you reinvested your dividend checks in more American Tower shares over the years, you&#39;ll also have 22% more shares than you started with. The effective yield on your original investment works out to 8.7% today.</p><p>I see no reason why American Tower shouldn&#39;t continue to boost its cash-sharing payouts in the future, setting you up for even greater quarterly income streams in the long run. Meanwhile, the stock price is back where it was in the summer of 2019. Grabbing a few shares on the cheap today should serve your income-generating portfolio well as the cash profits and dividend payments keep rising.</p><h3>The best index ETF: <a href=\"https://laohu8.com/S/SPY\">Vanguard S&amp;P 500 ETF</a></h3><p>Finally, some investors don&#39;t want to pick individual stocks while others reserve a portion of their portfolio for funds tracking one of the major stock market indexes. This is the ticket to instant diversification, shielding you from the risk of any particular stock posting disappointing returns. Exchange-traded funds locked to a broad index are perfect for this task, since their highly automated operation results in extremely low management fees. This way, your returns will closely resemble your chosen market index, leaving more money in your wallet.</p><p>There are many respectable choices, but I keep returning to the Vanguard S&amp;P 500 ETF (VOO 0.28%). This exchange-traded fund mirrors the popular S&amp;P 500 (^GSPC 0.25%) market index with management fees of just 0.03%. For every $1,000 of returns this ETF generates for you, Vanguard&#39;s fund managers will keep $0.003 (one-third of a cent) to cover their costs. In other words, the management service is essentially free of charge.</p><p>It&#39;s cool to beat the market and all, but there is nothing wrong with simply matching the wealth-building gains of the S&amp;P 500 index with zero stock-picking research and no management fees to speak of.</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>The Best Stocks to Invest $1,000 In Right Now</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 Best Stocks to Invest $1,000 In Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-30 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/29/the-best-stocks-to-invest-1000-in-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThere is no silver bullet to address the needs of every investor type with a single stock.Most investors should look at media-streaming technology expert Roku first.Other tempting options in...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/29/the-best-stocks-to-invest-1000-in-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","AMT":"美国电塔","SPY":"标普500ETF","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2023/01/29/the-best-stocks-to-invest-1000-in-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307248334","content_text":"KEY POINTSThere is no silver bullet to address the needs of every investor type with a single stock.Most investors should look at media-streaming technology expert Roku first.Other tempting options in today’s market include Alphabet, American Tower, and the Vanguard S&P 500 ETF.$1,000 can go a long way toward building an effective stock portfolio that meets your personal needs for financial planning.The best stocks to invest $1,000 in today will vary from person to person. I don't know your financial needs, your preferred style of investing, or what industries you're best equipped to follow and understand. So there is no simple one-size-fits-all slam dunk answer to that question.That being said, I can show you some stocks that may fit one or more of your specific needs right now. The companies below are all fantastic long-term investments, found in very different corners of Wall Street. You must decide which idea (or ideas) might be best for your unique situation.So I'll give you one high-octane growth stock, one ultra-robust value investment, one cash-generating dividend champion, and one index-tracking exchange-traded fund (ETF) for the ultimate in diversification. If you're a momentum investor, always chasing the next get-rich-quick penny stock, I'll let you explore that unfortunate strategy elsewhere. This list is all about investing, not gambling.On that note, let's get on with the good stuff. Here are three great stocks and one low-cost ETF that you can buy for less than $1,000 today.The best growth stock: RokuAfter a marketwide retreat from growth stocks in 2022, plenty of great picks are available today. Still, nothing beats the combination of deep discounts and fully intact long-term growth prospects that I see in Roku.It starts with one simple fact: Digital streaming is the future of video-based entertainment.In the long run, I expect the market share of broadcast and cable TV to land at zero percent. Likewise, DVD and Blu-ray disks will soon be as quaintly dated as VHS tapes or slide projectors. I can't call a global winner in the digital content wars, and several large services and studios will likely share the streaming market.But Roku investors don't really care whether Netflix  beats Disney+ or the other way around. As long as every competitor supports the Roku media player platform, all that matters is the continued growth of the streaming market as a whole.Netflix likes to remind investors how much further it can grow before running into saturated markets. Last week's fourth-quarter report featured this helpful chart, for example:Even the U.S. market, which is the world's oldest and most mature streaming forum, is still dominated by old-school TV channels. The rest of the world has a lot of catching up to do.So Roku and its streaming-service partners are addressing a massive worldwide marketplace where sales and profits can multiply many times over. Roku is the clear leader in service-neutral media player hardware and software in North America, which sets the tone for the rest of the world. The company's international expansion has only just begun, once again outlining a tremendous opportunity for long-term growth.At the same time, many Roku investors saw a couple of quarters with slower top-line growth last year and jumped to the conclusion that the growth story is over. So Roku shares are trading 65% lower over the last 52 weeks and 89% below the all-time highs from the summer of 2021.This mismatch between bearish market perception and bullish business prospects is so wrong, I'm not sure whether I should laugh or cry. Until further notice, I keep buying more Roku shares as long as the unreasonable price cuts are available. I'll laugh all the way to the bank in a few years as the long-term growth thesis plays out.If you only wanted my single best idea in today's market, Roku is it.The best value stock: AlphabetI love the bargain-bin discount on Roku shares, but not every investor is looking for a long-term growth investment in a patch of dramatic short-term market turbulence. If you're more interested in rock-solid value creation with a milder service of recent price cuts, I suggest checking out Alphabet (GOOG 1.56%) (GOOGL 1.90%) instead.You know Alphabet as the parent company of Google -- a peerless cash machine built on online search and advertising services. The stock currently trades more than 30% below its peak price from November 2021, weighed down by economic concerns and the rise of potential competition from ChatGPT and other artificial intelligence tools.If Roku is the safest growth story I know, Alphabet is the most obvious long-term survivor on the market.This company was literally designed to roll with the punches and lead every technology revolution from the front line. Alphabet is quietly grooming a multitude of alternative business ideas to take the baton when web-based search and advertising has run its course. The most helpful option so far has been the Google Cloud service, which generated 10% of Alphabet's total sales in the third quarter of 2022. Ten or twenty years from now, we may have forgotten about the Google brand. At the same time, we'll depend on the Waymo self-driving car service every day and Verily Life Sciences may have found the proverbial cure for cancer -- all under Alphabet's business umbrella.This company will outlive us all, helping investors build lasting wealth along the way. Alphabet's $1.2 trillion market cat is the third largest stock market footprint today, based on the modest valuation ratios of 19 times earnings and 4.5 times sales. Alphabet's assured longevity makes its stock a value investor's dream.The best income investment: American TowerIf you're just looking for a reliable dividend-paying stock, whose quarterly payouts are powered by robust cash flows, my best recommendation is cell tower manager and operator American Tower.Wireless communications are not only here to stay, but growing more important over time. As a result, American Tower's services should be in high demand for decades to come. The company's revenue streams are incredibly robust due to its clients' multi-year contracts.American Tower rides its thriving market to tremendous growth in sales and profits over the year. One other line item keeps rising much faster, though. Quarterly dividends have risen by 500% in the last decade, showing no sign of a slowdown:Let's say you picked up some American Tower shares ten years ago, when the stock was priced at $80 and offered an annual dividend payout of $0.90 per share. That policy supported a modest dividend yield of 1.1% at the time.Today, the shares you bought in 2013 qualify for annual dividend payments of $5.69 per share. If you reinvested your dividend checks in more American Tower shares over the years, you'll also have 22% more shares than you started with. The effective yield on your original investment works out to 8.7% today.I see no reason why American Tower shouldn't continue to boost its cash-sharing payouts in the future, setting you up for even greater quarterly income streams in the long run. Meanwhile, the stock price is back where it was in the summer of 2019. Grabbing a few shares on the cheap today should serve your income-generating portfolio well as the cash profits and dividend payments keep rising.The best index ETF: Vanguard S&P 500 ETFFinally, some investors don't want to pick individual stocks while others reserve a portion of their portfolio for funds tracking one of the major stock market indexes. This is the ticket to instant diversification, shielding you from the risk of any particular stock posting disappointing returns. Exchange-traded funds locked to a broad index are perfect for this task, since their highly automated operation results in extremely low management fees. This way, your returns will closely resemble your chosen market index, leaving more money in your wallet.There are many respectable choices, but I keep returning to the Vanguard S&P 500 ETF (VOO 0.28%). This exchange-traded fund mirrors the popular S&P 500 (^GSPC 0.25%) market index with management fees of just 0.03%. For every $1,000 of returns this ETF generates for you, Vanguard's fund managers will keep $0.003 (one-third of a cent) to cover their costs. In other words, the management service is essentially free of charge.It's cool to beat the market and all, but there is nothing wrong with simply matching the wealth-building gains of the S&P 500 index with zero stock-picking research and no management fees to speak of.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901982046,"gmtCreate":1659114516385,"gmtModify":1676536259695,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Thank you for the sharing 🙏🏽","listText":"Thank you for the sharing 🙏🏽","text":"Thank you for the sharing 🙏🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901982046","repostId":"1127120005","repostType":4,"repost":{"id":"1127120005","pubTimestamp":1659108221,"share":"https://ttm.financial/m/news/1127120005?lang=&edition=fundamental","pubTime":"2022-07-29 23:23","market":"us","language":"en","title":"Apple: I'd Rather Buy The SPY","url":"https://stock-news.laohu8.com/highlight/detail?id=1127120005","media":"Seeking Alpha","summary":"SummaryApple is a phenomenal company, but their enormous size will be a barrier to market-beating re","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is a phenomenal company, but their enormous size will be a barrier to market-beating returns.</li><li>Apple is innovating, but, in my opinion, new offerings will likely pale in comparison to the iPhone and fail to move the needle to satisfy growth investors.</li><li>In Peter Lynch&#39;s terms, Apple has fully transitioned from Fast Grower to Stalwart.</li><li>Investors can de-risk their portfolios by buying the SPY, which has a good chance of matching or beating Apple&#39;s future returns.</li></ul><p><b>Investment Thesis</b></p><p>There&#39;s no denying the incredible success of Apple (NASDAQ:AAPL) as a company and as an investment. Indeed, Apple even enticed investing legend Warren Buffett, who typically stays away from technology stocks, to take up a billion-dollar position back in 2016. But, as many of us know, the larger a snowball gets the harder it is to roll, to the point where it&#39;s so large it can&#39;t be rolled at all. With a nearly $2.5 trillion market cap, Apple is an enormous snowball. To put it in perspective, Apple is the size of 25 PayPal&#39;s (PYPL). It takes an enormous amount of money to move Apple, whether that be revenue, earnings, or investors.</p><p>Apple has an impressive track record of innovation with products such as the Apple Watch, Air Pods, Apple TV, and Apple Pay. But how many more home runs could be left in this behemoth? Just as important a question, how far outside the park must Apple hit these home runs to have a meaningful impact on revenue and earnings?</p><p>I&#39;m not betting against Apple&#39;s ability to innovate. I&#39;m betting against their ability to replicate past success in a manner that&#39;ll grow EPS well above the S&amp;P 500. In my opinion, Apple is a snowball that&#39;s just too hard to move. Because of this, I think investors are better off buying theSPY.</p><p><b>Where is Future Growth Coming From?</b></p><p>I think most of us will agree Apple has pretty well saturated the smartphone market in the US. As of 2021,datashows Apple had 46.9% of the US smartphone market with share gains growing at a very slow pace. I see no reason to believe iPhone share gains will be any better than the recent past.</p><p><img src=\"https://static.tigerbbs.com/6f5a8230f021553bdab552ae6cb8ce70\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\"/></p><p>iPhone Market Share (statista.com)</p><p>Apple&#39;s second-largest market is Europe where they hold a 32.3% share. Apple holds a microscopic edge over Samsung as a market leader. Share gains in Europe have also moderated in recent years similar to the US.</p><p><img src=\"https://static.tigerbbs.com/f0becc8c9b730dc6c023bcefce1e0646\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>Apple Market Share - Europe (Statcounter.com)</p><p>Perhaps China can save the day? Apple recently reclaimed the number one spot as a smartphone provider in China. Apple overtook competitor Huawei after Huawei was negatively impacted by US sanctions. So, one could argue Apple&#39;s 23% leading market position is somewhat artificial.</p><p>Either way, with saturated markets in the US and Europe and a fiercely competitive environment in China, I don&#39;t see market-beating returns coming as a result of increasing iPhone sales which are the backbone of the company.</p><p>So, where will Apple turn to produce the +15% per year (or approximately $15 billion in year one) earnings growth investors are accustomed to?</p><p><b>Share Repurchases</b></p><p>Over the past 10 years, Apple has spent an astonishing$467 billion on share repurchases, reducing a total number of shares outstanding by 4.4% annually. Share repurchases have been a foundation of Apple&#39;s annual EPS growth and I fully expect this to continue in the future. While I&#39;m a fan of share repurchases, I don&#39;t prefer when they&#39;re the primary form of EPS growth.</p><p><img src=\"https://static.tigerbbs.com/664dc00f07bea24b2eb1aa207937ae30\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/></p><p>Shares Outstanding (Quickfs.com)</p><p>To put it in perspective, share repurchases accounted for the following percentage (approximate) of annual EPS growth for Apple:</p><ul><li>2017: 47% of YOY EPS growth</li><li>2018: 21% of YOY EPS growth</li><li>2019: Not measurable because EPS growth was negative</li><li>2020: 62% of YOY EPS growth</li><li>2021: 9% of YOY EPS growth</li></ul><p>Prior to 2021, share repurchases often accounted for a significant portion of EPS growth. I view 2021 as an outlier due to the amount of fiscal stimulus injected into the economy, which drove up revenue for many companies, including Apple.</p><p><b>Products &amp; Services</b></p><p>Apple has numerous products and services of which I am a satisfied customer. These include the iPhone, iPad, Apple Watch, Air Pods, AppStore, Apple Pay, and Apple Music. I greatly enjoy each of these and believe they offer excellent value.</p><p>Apple&#39;s fastest growing categories are Wearables, Home &amp; Accessories and Services. Over the past 5 years, Wearables, Home &amp; Accessories has grown revenue at a 31.5% CAGR while Services clocks in at 20.3%.</p><p>Here&#39;s what&#39;s included in each per Apple&#39;s 2021 10-K filing.</p><blockquote>Wearables, Home and Accessories net sales include sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, iPod touch and accessories.</blockquote><blockquote>Services net sales include sales from the Company&#39;s advertising, AppleCare, cloud, digital content, payment and other services. Services net sales also include amortization of the deferred value of services bundled in the sales price of certain products.</blockquote><p><img src=\"https://static.tigerbbs.com/2b67155a2ae8b688f5fddfede0b0344b\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/></p><p>Revenue by Category (Author&#39;s personal data)</p><p>As seen in the table above, iPhone, Mac, and iPad sales have been fairly lumpy whereas Wearables, Home &amp; Accessories and Services has been steadily increasing.</p><p>Using this information, I can make an educated guess on future revenue growth for Apple. In the table below, I de-rated the revenue CAGR for each category to reflect a more modest expectation of growth.</p><p><img src=\"https://static.tigerbbs.com/d0e23bc5acddfa2604ba624d20446f19\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\"/></p><p>Forecast Revenue by Category (Author&#39;s personal data)</p><p><b>Valuation</b></p><p>Using the market multiple approaches, I arrive at a 2026 target price of $197 for Apple, which includes share repurchases but excludes dividends. I assumed revenue growth of 10.3% (table above), net margins of 23.2% (5YR avg), a long-term PE of 20, and reducing shares outstanding by 4.5% annually.</p><ul><li>2026 revenue estimate = $593 billion</li><li>Net income = $593 billion x 23.2% = $137.6 billion</li><li>Shares outstanding reducing from 16.9 billion in 2022 to 14.0 billion in 2026</li><li>2026 EPS estimate = $137.6 billion / 14.0 billion = $9.83</li><li>Fair value = 20 (PE) x $9.83 = $196.60</li></ul><p>With today&#39;s price of $154 per share, a target price of $196.60 would constitute a 5-year CAGR of 5%. Not exactly a market-beating return in my opinion.</p><p>From a DCF perspective, I show an intrinsic value of $156, which doesn&#39;t offer an acceptable margin of safety. I used an 8% discount rate and 2.5% terminal growth rate. I assumed Apple will continue reducing a total number of shares outstanding by 2.5% annually and grow FCF by 7.4% annually (below the 10 YR CAGR of 10.8%).</p><p><img src=\"https://static.tigerbbs.com/89bb0473ac235d24fd63d6a47a1f565f\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>DCF Valuation (Author&#39;s personal data)</p><p><b>Aren&#39;t There Risks To The SPY?</b></p><p>Of course, stocks and ETFs aren&#39;t called risk-assets for nothing. In the current macro environment of rising interest rates, sky-high inflation, and a looming recession, investing anywhere is risky. To quote Mr. Buffett:</p><blockquote>Unless you can watch your stock holding decline by 50% without becoming panic-stricken, you should not be in the stock market.</blockquote><p>History says 10 or 20 years from now, the market will be higher than what it is today, so it&#39;s important to keep a long-term perspective. In the current environment,dollar-cost averaging may be the best approach. And if you find yourself stressed about unrealized losses in 2022, that&#39;s probably a good sign you&#39;re invested too heavily, either in general or in an individual position. How well you sleep at night is often a good gauge of portfolio health.</p><p><b>Conclusion</b></p><p>Apple is a phenomenal company with a bright future, but I find it hard to believe it&#39;ll offer market-beating returns in the coming years. At its current share price, Apple appears to be fairly valued and doesn&#39;t offer an acceptable margin of safety. Investors looking to 5x their money in the next 5 to 10 years likely won&#39;t be able to do so owning Apple. It&#39;s simply too large a snowball. Because of this, I think investors are better served buying the SPY where they&#39;ll get indirect exposure to Apple, de-risk their portfolio, and have a decent chance of outperforming Apple in the long term.</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: I'd Rather Buy The SPY</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: I'd Rather Buy The SPY\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527039-apple-rather-buy-spy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is a phenomenal company, but their enormous size will be a barrier to market-beating returns.Apple is innovating, but, in my opinion, new offerings will likely pale in comparison to the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527039-apple-rather-buy-spy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4527039-apple-rather-buy-spy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127120005","content_text":"SummaryApple is a phenomenal company, but their enormous size will be a barrier to market-beating returns.Apple is innovating, but, in my opinion, new offerings will likely pale in comparison to the iPhone and fail to move the needle to satisfy growth investors.In Peter Lynch's terms, Apple has fully transitioned from Fast Grower to Stalwart.Investors can de-risk their portfolios by buying the SPY, which has a good chance of matching or beating Apple's future returns.Investment ThesisThere's no denying the incredible success of Apple (NASDAQ:AAPL) as a company and as an investment. Indeed, Apple even enticed investing legend Warren Buffett, who typically stays away from technology stocks, to take up a billion-dollar position back in 2016. But, as many of us know, the larger a snowball gets the harder it is to roll, to the point where it's so large it can't be rolled at all. With a nearly $2.5 trillion market cap, Apple is an enormous snowball. To put it in perspective, Apple is the size of 25 PayPal's (PYPL). It takes an enormous amount of money to move Apple, whether that be revenue, earnings, or investors.Apple has an impressive track record of innovation with products such as the Apple Watch, Air Pods, Apple TV, and Apple Pay. But how many more home runs could be left in this behemoth? Just as important a question, how far outside the park must Apple hit these home runs to have a meaningful impact on revenue and earnings?I'm not betting against Apple's ability to innovate. I'm betting against their ability to replicate past success in a manner that'll grow EPS well above the S&P 500. In my opinion, Apple is a snowball that's just too hard to move. Because of this, I think investors are better off buying theSPY.Where is Future Growth Coming From?I think most of us will agree Apple has pretty well saturated the smartphone market in the US. As of 2021,datashows Apple had 46.9% of the US smartphone market with share gains growing at a very slow pace. I see no reason to believe iPhone share gains will be any better than the recent past.iPhone Market Share (statista.com)Apple's second-largest market is Europe where they hold a 32.3% share. Apple holds a microscopic edge over Samsung as a market leader. Share gains in Europe have also moderated in recent years similar to the US.Apple Market Share - Europe (Statcounter.com)Perhaps China can save the day? Apple recently reclaimed the number one spot as a smartphone provider in China. Apple overtook competitor Huawei after Huawei was negatively impacted by US sanctions. So, one could argue Apple's 23% leading market position is somewhat artificial.Either way, with saturated markets in the US and Europe and a fiercely competitive environment in China, I don't see market-beating returns coming as a result of increasing iPhone sales which are the backbone of the company.So, where will Apple turn to produce the +15% per year (or approximately $15 billion in year one) earnings growth investors are accustomed to?Share RepurchasesOver the past 10 years, Apple has spent an astonishing$467 billion on share repurchases, reducing a total number of shares outstanding by 4.4% annually. Share repurchases have been a foundation of Apple's annual EPS growth and I fully expect this to continue in the future. While I'm a fan of share repurchases, I don't prefer when they're the primary form of EPS growth.Shares Outstanding (Quickfs.com)To put it in perspective, share repurchases accounted for the following percentage (approximate) of annual EPS growth for Apple:2017: 47% of YOY EPS growth2018: 21% of YOY EPS growth2019: Not measurable because EPS growth was negative2020: 62% of YOY EPS growth2021: 9% of YOY EPS growthPrior to 2021, share repurchases often accounted for a significant portion of EPS growth. I view 2021 as an outlier due to the amount of fiscal stimulus injected into the economy, which drove up revenue for many companies, including Apple.Products & ServicesApple has numerous products and services of which I am a satisfied customer. These include the iPhone, iPad, Apple Watch, Air Pods, AppStore, Apple Pay, and Apple Music. I greatly enjoy each of these and believe they offer excellent value.Apple's fastest growing categories are Wearables, Home & Accessories and Services. Over the past 5 years, Wearables, Home & Accessories has grown revenue at a 31.5% CAGR while Services clocks in at 20.3%.Here's what's included in each per Apple's 2021 10-K filing.Wearables, Home and Accessories net sales include sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, iPod touch and accessories.Services net sales include sales from the Company's advertising, AppleCare, cloud, digital content, payment and other services. Services net sales also include amortization of the deferred value of services bundled in the sales price of certain products.Revenue by Category (Author's personal data)As seen in the table above, iPhone, Mac, and iPad sales have been fairly lumpy whereas Wearables, Home & Accessories and Services has been steadily increasing.Using this information, I can make an educated guess on future revenue growth for Apple. In the table below, I de-rated the revenue CAGR for each category to reflect a more modest expectation of growth.Forecast Revenue by Category (Author's personal data)ValuationUsing the market multiple approaches, I arrive at a 2026 target price of $197 for Apple, which includes share repurchases but excludes dividends. I assumed revenue growth of 10.3% (table above), net margins of 23.2% (5YR avg), a long-term PE of 20, and reducing shares outstanding by 4.5% annually.2026 revenue estimate = $593 billionNet income = $593 billion x 23.2% = $137.6 billionShares outstanding reducing from 16.9 billion in 2022 to 14.0 billion in 20262026 EPS estimate = $137.6 billion / 14.0 billion = $9.83Fair value = 20 (PE) x $9.83 = $196.60With today's price of $154 per share, a target price of $196.60 would constitute a 5-year CAGR of 5%. Not exactly a market-beating return in my opinion.From a DCF perspective, I show an intrinsic value of $156, which doesn't offer an acceptable margin of safety. I used an 8% discount rate and 2.5% terminal growth rate. I assumed Apple will continue reducing a total number of shares outstanding by 2.5% annually and grow FCF by 7.4% annually (below the 10 YR CAGR of 10.8%).DCF Valuation (Author's personal data)Aren't There Risks To The SPY?Of course, stocks and ETFs aren't called risk-assets for nothing. In the current macro environment of rising interest rates, sky-high inflation, and a looming recession, investing anywhere is risky. To quote Mr. Buffett:Unless you can watch your stock holding decline by 50% without becoming panic-stricken, you should not be in the stock market.History says 10 or 20 years from now, the market will be higher than what it is today, so it's important to keep a long-term perspective. In the current environment,dollar-cost averaging may be the best approach. And if you find yourself stressed about unrealized losses in 2022, that's probably a good sign you're invested too heavily, either in general or in an individual position. How well you sleep at night is often a good gauge of portfolio health.ConclusionApple is a phenomenal company with a bright future, but I find it hard to believe it'll offer market-beating returns in the coming years. At its current share price, Apple appears to be fairly valued and doesn't offer an acceptable margin of safety. Investors looking to 5x their money in the next 5 to 10 years likely won't be able to do so owning Apple. It's simply too large a snowball. Because of this, I think investors are better served buying the SPY where they'll get indirect exposure to Apple, de-risk their portfolio, and have a decent chance of outperforming Apple in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072339852,"gmtCreate":1657949659976,"gmtModify":1676536087512,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072339852","repostId":"1136389178","repostType":4,"repost":{"id":"1136389178","pubTimestamp":1657895698,"share":"https://ttm.financial/m/news/1136389178?lang=&edition=fundamental","pubTime":"2022-07-15 22:34","market":"us","language":"en","title":"Apple Vs. The FAANGs (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=1136389178","media":"Seeking Alpha","summary":"SummaryApple has been very consistent with its margins and cash flows. The company’s operating margi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been very consistent with its margins and cash flows. The company’s operating margin of 30.82% and the net profit margin of 25.71% are excellent.</li><li>In regards to the S&amp;P 500, Apple currently takes up 6.85% of the weighting in the S&amp;P 500, and therefore gets 6.85% of funds going into the S&amp;P 500.</li><li>I think the odds are high that we at least attempt a double bottom, if not a push towards 3500 SPX before we can start looking up.</li></ul><p>Apple Inc. (NASDAQ:AAPL) became the most valuable company in the world through creating and dominating the smart phone/mobile microtrend. As the majority of the global community went from zero smart phones to it becoming a necessity in their lives, Apple became the most valuable company in the world. However, like all trends, eventually it reaches the point of saturation. Instead of hypergrowth, we see competitors fight over existing customers on lower cost goods as revenue growth moves into a more consistent yet slower rate of change.</p><p>Apple epitomizes what it means to be both a good value stock and a good tech stock with its strong margins, outsized cash flows, stable balance sheet, and a loyal base of customers supporting the brand.</p><p>Apple has been very consistent with its margins and cash flows. The company&#39;s operating margin of 30.82% and the net profit margin of 25.71% are excellent, while most tech companies are currently struggling with the bottom line. It also has an outstanding free cash flow margin of 26.37%. The company has also been shareholder-friendly since it consistently repurchases shares.</p><p>We have not owned Apple because it is simply not involved in any of the new tech micro trends that will likely give us the next Google (GOOG,GOOGL), Apple, or Amazon (AMZN). However, this does not mean that Apple does not deserve a place within a portfolio.</p><p>Apple is an outsized beneficiary to passive investing. For those that do not want to pick stocks, and instead just own the index, Apple takes up the largest portion of this money. For example, if you don&#39;t want to own tech companies and instead want simply exposure through Technology Select Sector SPDR ETF (XLK), 23.47% of that money goes to Apple.</p><p>In regards to the S&amp;P 500, which is the most passively owned index through various mutual funds and ETFs, Apple currently takes up 6.85% of the weighting in the S&amp;P 500, and therefore gets 6.85% of funds going into the S&amp;P 500. This is more than UnitedHealth Group, Berkshire Hathaway (BRK.A,BRK.B), Johnson &amp; Johnson (JNJ), Nvidia (NVDA), and Exxon (XOM) combined!</p><p>Because of how its history of share buybacks, healthy Free Cash Flow, and its very large market cap, it remains a darling within institutional funds that are managing billions. In fact, as of June 30th, 16.07 billion shares outstanding are owned by institutions. This means that roughly 98% of all shares outstanding are owned by institutions.</p><p><img src=\"https://static.tigerbbs.com/1a070616b096f9ca94ef55ab58692ee4\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chart Made by Author</p><p>Even though it is not in the forefront of AI, Machine Learning, Cloud or Big Data, it is uniquely setup to capture an outsized portion of passive investors&#39; funds as well as institutional funds. Therefore, it is difficult to imagine the broad markets making new highs without Apple.</p><p>Technically, Apple has exhibited a level of relative strength in this bounce that is what you want to see in confirming a broad market trend reversal. It has reclaimed the $145 resistance level, which is a key supply zone to take back. Whether it will hold it is the question?</p><p><img src=\"https://static.tigerbbs.com/ddb3d2ed0722cc7199520096730319d9\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chart Made by Author</p><p>The fact that Apple has reclaimed the $145 level is a show of strength, regardless of the weakness in the momentum. If the other FAANGs were showing the level of strength APPL is right now by reclaiming key resistance levels, that would be encouraging that a meaningful low is underway. However, we are just not seeing that right now.</p><p><b>Google</b></p><p>We recently wrote about how Google (Alphabet) is our second favorite FAANG. In a cookie-less world due to Apple&#39;s notable change to its IDFA, owners of 1st party data, like Google, are setting themselves up to further dominate. This catalyst, coupled with its positioning within the AI microtrend, is the reason why it reserves a position within our portfolio.</p><p>This also lines up with the technical chart on a long-term basis. Google is the healthiest chart amongst the FAANGs, as it is comfortably above its critical support zone at $1800. As long as any additional weakness is seen here, above this critical support suggests that GOOGL is one of the FAANGs that is likely to make a new high.</p><p>However, over the next month, it appears that Google is tracing a bear flag pattern. This is a common pattern that we see in 4th waves, which suggests we need one more wave to complete the 5 wave pattern in Google&#39;s drawdown.</p><p><img src=\"https://static.tigerbbs.com/a4727cac13e692a2e81039e8b36e9486\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chart Made by Author</p><p><b>Netflix</b></p><p>NFLX is another FAANG that we believe has a higher probability of making a new high in the next growth cycle than most believe. While market was focused on NFLX reporting a subscriber miss of 200,000, it failed to recognize that NFLX is on track to monetize around 100 million new subscribers who are sneaking onto the platform through shared passwords. We wrote about this extensively in a recently report, and as a result has entered into our matrix of potential positions to own going into the next growth cycle.</p><p>We believe NFLX is undervalued based on where this monetization will take its revenue in the coming quarters, and this is showing up in the chart on a long-term basis. However, over the next month, Netflix looks to be tracing a bear pennant pattern/triangle pattern. These are common in 4th waves, suggesting one more push lower to complete the drawdown.</p><p><img src=\"https://static.tigerbbs.com/bf6d052cb9d09456608464cf676403f6\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chart Made by Author</p><p><b>Microsoft</b></p><p>Microsoft (MSFT) is one of the FAAMGs that we believe will continue to exhibit dominance into future tech trends. It is one of the leaders in the on-going cloud trend, and is also setting itself up to lead in edge computing and machine learning. We believe Microsoft has multiple catalysts to maintain its growth, which is why we own it within our portfolio.</p><p>We think Microsoft is the best risk/reward mega-cap tech stock due to its firm foundation in the cloud and its diversified cloud products. It&#39;s also positioned for outsized growth due to its exposure to secular tailwinds such as Artificial Intelligence (AI), Machine Learning (ML), and the build out of the 5G network edge. We think Microsoft will take a substantial share of these markets at the infrastructure level due to its relationships with the Fortune 500 and Global Fortune 2000.</p><p>The company&#39;s business relationships with Fortune 500 companies, brand image, and wide user base are the moats that will help the company drive revenues in the hybrid cloud, machine learning, and artificial intelligence segments. Microsoft Azure is used by more than95% of the Fortune 500companies, which shows the company&#39;s dominance across enterprises.</p><p>This is also present within the long-term chart of Microsoft, as it is another FAANG that has a high probability of making a new high in the next growth cycle. As long as it critical support holds at $215, this will remain our primary outlook. However, like the rest of the FAANGs, it looks like it is setting up for one more push lower before we can start looking up.</p><p><img src=\"https://static.tigerbbs.com/65aa124e1c87e1c5572efc96e59bfc12\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chart Made by Author</p><p><b>Amazon</b></p><p>Amazon also looks ready to break the $101.50 support zone in what looks like a 4th wave top. The RSI continues to fail under the key bear market resistance at 57. We also have a confirmed Negative RSI Reversal Signal, which is when the RSI makes a higher high while price makes a lower high. This is happening well underneath the bear market resistance of 57 on the RSI. The odds favor one more push lower.</p><p><img src=\"https://static.tigerbbs.com/b8a7e382f494edbf435b73e7da8225ba\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chart Made by Author</p><p><b>Meta</b></p><p>Meta Platforms (META) is the one stock within the FAANGs that has a high probability of not seeing new highs in the next growth cycle. Fundamentally, the effects of Apple&#39;s changes to IDFA has finally caught up with META. We have been warning about this shift in META since early 2020. In short, Audience Network is what allowed META to become the advertising behemoth that it is. Not only was META capturing 1st party data through Facebook, but Audience Network allowed it to capture a large portion of 3rd party data.</p><p>We had also said back in2018that we think Audience Network contributed $5 Billion to $10 Billion in ad revenue (the third-party data ad exchange FB uses). Three years later, that&#39;s what Facebook stated in their February 2nd earrings call - &#34;we believe the impact of iOS overall as a headwind on our business in 2022 is on the order of $10 billion.&#34;</p><p>Simply put, the metaverse is simply not big enough to fill this revenue gap. This is showing up in the chart of META. For one, we have a confirmed 5 wave drop from the all-time high. For one, note how the 3rd wave, which is the most powerful move in a trend, happened on peak volume and peak momentum. This is because traders/investors realized that they are on the wrong side of the herd. They sell at any price, creating an intense moment of sentiment. The 5th waves are always on weaker volume and momentum, which is what we are seeing. Here, the shorts always press their luck, exhausting sellers for this move down.</p><p><img src=\"https://static.tigerbbs.com/6f532779f0dd8afde80d50c7dda43112\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Chart Made by Author</p><p>Why this is significant is that the only corrective pattern that starts with 5 waves down is a Zig-Zag pattern. This is 5 waves down, a 3 wave retrace that fails around half way, then another 5 wave pattern down to new lows. If accurate, the next growth cycle will have META making a move back towards $225-$275 before failing.</p><p>For this to invalidate, META must reclaim the $330 resistance zone. This is unlikely due to the fundamental problems META now faces.</p><p>In conclusion, there are simply too many divergences between Apple&#39;s strength and the rest of the FAANGs to signal a meaningful low is in. I think the odds are high that we at least attempt a double bottom, if not a push towards 3500 SPX before we can start looking up. I do believe that if we do see a push to new lows, it will likely be the 5th wave in this correction. So, it should be on weaker momentum and less volume than prior moves. If so, we will continue to add to beaten down tech stocks that primed to become the next FAANGs.</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 Vs. The FAANGs (Technical Analysis)</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 Vs. The FAANGs (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 22:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4523346-apple-vs-the-faangs-technical-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been very consistent with its margins and cash flows. The company’s operating margin of 30.82% and the net profit margin of 25.71% are excellent.In regards to the S&P 500, Apple ...</p>\n\n<a href=\"https://seekingalpha.com/article/4523346-apple-vs-the-faangs-technical-analysis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MSFT":"微软","META":"Meta Platforms, Inc.","GOOG":"谷歌","NFLX":"奈飞","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4523346-apple-vs-the-faangs-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136389178","content_text":"SummaryApple has been very consistent with its margins and cash flows. The company’s operating margin of 30.82% and the net profit margin of 25.71% are excellent.In regards to the S&P 500, Apple currently takes up 6.85% of the weighting in the S&P 500, and therefore gets 6.85% of funds going into the S&P 500.I think the odds are high that we at least attempt a double bottom, if not a push towards 3500 SPX before we can start looking up.Apple Inc. (NASDAQ:AAPL) became the most valuable company in the world through creating and dominating the smart phone/mobile microtrend. As the majority of the global community went from zero smart phones to it becoming a necessity in their lives, Apple became the most valuable company in the world. However, like all trends, eventually it reaches the point of saturation. Instead of hypergrowth, we see competitors fight over existing customers on lower cost goods as revenue growth moves into a more consistent yet slower rate of change.Apple epitomizes what it means to be both a good value stock and a good tech stock with its strong margins, outsized cash flows, stable balance sheet, and a loyal base of customers supporting the brand.Apple has been very consistent with its margins and cash flows. The company's operating margin of 30.82% and the net profit margin of 25.71% are excellent, while most tech companies are currently struggling with the bottom line. It also has an outstanding free cash flow margin of 26.37%. The company has also been shareholder-friendly since it consistently repurchases shares.We have not owned Apple because it is simply not involved in any of the new tech micro trends that will likely give us the next Google (GOOG,GOOGL), Apple, or Amazon (AMZN). However, this does not mean that Apple does not deserve a place within a portfolio.Apple is an outsized beneficiary to passive investing. For those that do not want to pick stocks, and instead just own the index, Apple takes up the largest portion of this money. For example, if you don't want to own tech companies and instead want simply exposure through Technology Select Sector SPDR ETF (XLK), 23.47% of that money goes to Apple.In regards to the S&P 500, which is the most passively owned index through various mutual funds and ETFs, Apple currently takes up 6.85% of the weighting in the S&P 500, and therefore gets 6.85% of funds going into the S&P 500. This is more than UnitedHealth Group, Berkshire Hathaway (BRK.A,BRK.B), Johnson & Johnson (JNJ), Nvidia (NVDA), and Exxon (XOM) combined!Because of how its history of share buybacks, healthy Free Cash Flow, and its very large market cap, it remains a darling within institutional funds that are managing billions. In fact, as of June 30th, 16.07 billion shares outstanding are owned by institutions. This means that roughly 98% of all shares outstanding are owned by institutions.Chart Made by AuthorEven though it is not in the forefront of AI, Machine Learning, Cloud or Big Data, it is uniquely setup to capture an outsized portion of passive investors' funds as well as institutional funds. Therefore, it is difficult to imagine the broad markets making new highs without Apple.Technically, Apple has exhibited a level of relative strength in this bounce that is what you want to see in confirming a broad market trend reversal. It has reclaimed the $145 resistance level, which is a key supply zone to take back. Whether it will hold it is the question?Chart Made by AuthorThe fact that Apple has reclaimed the $145 level is a show of strength, regardless of the weakness in the momentum. If the other FAANGs were showing the level of strength APPL is right now by reclaiming key resistance levels, that would be encouraging that a meaningful low is underway. However, we are just not seeing that right now.GoogleWe recently wrote about how Google (Alphabet) is our second favorite FAANG. In a cookie-less world due to Apple's notable change to its IDFA, owners of 1st party data, like Google, are setting themselves up to further dominate. This catalyst, coupled with its positioning within the AI microtrend, is the reason why it reserves a position within our portfolio.This also lines up with the technical chart on a long-term basis. Google is the healthiest chart amongst the FAANGs, as it is comfortably above its critical support zone at $1800. As long as any additional weakness is seen here, above this critical support suggests that GOOGL is one of the FAANGs that is likely to make a new high.However, over the next month, it appears that Google is tracing a bear flag pattern. This is a common pattern that we see in 4th waves, which suggests we need one more wave to complete the 5 wave pattern in Google's drawdown.Chart Made by AuthorNetflixNFLX is another FAANG that we believe has a higher probability of making a new high in the next growth cycle than most believe. While market was focused on NFLX reporting a subscriber miss of 200,000, it failed to recognize that NFLX is on track to monetize around 100 million new subscribers who are sneaking onto the platform through shared passwords. We wrote about this extensively in a recently report, and as a result has entered into our matrix of potential positions to own going into the next growth cycle.We believe NFLX is undervalued based on where this monetization will take its revenue in the coming quarters, and this is showing up in the chart on a long-term basis. However, over the next month, Netflix looks to be tracing a bear pennant pattern/triangle pattern. These are common in 4th waves, suggesting one more push lower to complete the drawdown.Chart Made by AuthorMicrosoftMicrosoft (MSFT) is one of the FAAMGs that we believe will continue to exhibit dominance into future tech trends. It is one of the leaders in the on-going cloud trend, and is also setting itself up to lead in edge computing and machine learning. We believe Microsoft has multiple catalysts to maintain its growth, which is why we own it within our portfolio.We think Microsoft is the best risk/reward mega-cap tech stock due to its firm foundation in the cloud and its diversified cloud products. It's also positioned for outsized growth due to its exposure to secular tailwinds such as Artificial Intelligence (AI), Machine Learning (ML), and the build out of the 5G network edge. We think Microsoft will take a substantial share of these markets at the infrastructure level due to its relationships with the Fortune 500 and Global Fortune 2000.The company's business relationships with Fortune 500 companies, brand image, and wide user base are the moats that will help the company drive revenues in the hybrid cloud, machine learning, and artificial intelligence segments. Microsoft Azure is used by more than95% of the Fortune 500companies, which shows the company's dominance across enterprises.This is also present within the long-term chart of Microsoft, as it is another FAANG that has a high probability of making a new high in the next growth cycle. As long as it critical support holds at $215, this will remain our primary outlook. However, like the rest of the FAANGs, it looks like it is setting up for one more push lower before we can start looking up.Chart Made by AuthorAmazonAmazon also looks ready to break the $101.50 support zone in what looks like a 4th wave top. The RSI continues to fail under the key bear market resistance at 57. We also have a confirmed Negative RSI Reversal Signal, which is when the RSI makes a higher high while price makes a lower high. This is happening well underneath the bear market resistance of 57 on the RSI. The odds favor one more push lower.Chart Made by AuthorMetaMeta Platforms (META) is the one stock within the FAANGs that has a high probability of not seeing new highs in the next growth cycle. Fundamentally, the effects of Apple's changes to IDFA has finally caught up with META. We have been warning about this shift in META since early 2020. In short, Audience Network is what allowed META to become the advertising behemoth that it is. Not only was META capturing 1st party data through Facebook, but Audience Network allowed it to capture a large portion of 3rd party data.We had also said back in2018that we think Audience Network contributed $5 Billion to $10 Billion in ad revenue (the third-party data ad exchange FB uses). Three years later, that's what Facebook stated in their February 2nd earrings call - \"we believe the impact of iOS overall as a headwind on our business in 2022 is on the order of $10 billion.\"Simply put, the metaverse is simply not big enough to fill this revenue gap. This is showing up in the chart of META. For one, we have a confirmed 5 wave drop from the all-time high. For one, note how the 3rd wave, which is the most powerful move in a trend, happened on peak volume and peak momentum. This is because traders/investors realized that they are on the wrong side of the herd. They sell at any price, creating an intense moment of sentiment. The 5th waves are always on weaker volume and momentum, which is what we are seeing. Here, the shorts always press their luck, exhausting sellers for this move down.Chart Made by AuthorWhy this is significant is that the only corrective pattern that starts with 5 waves down is a Zig-Zag pattern. This is 5 waves down, a 3 wave retrace that fails around half way, then another 5 wave pattern down to new lows. If accurate, the next growth cycle will have META making a move back towards $225-$275 before failing.For this to invalidate, META must reclaim the $330 resistance zone. This is unlikely due to the fundamental problems META now faces.In conclusion, there are simply too many divergences between Apple's strength and the rest of the FAANGs to signal a meaningful low is in. I think the odds are high that we at least attempt a double bottom, if not a push towards 3500 SPX before we can start looking up. I do believe that if we do see a push to new lows, it will likely be the 5th wave in this correction. So, it should be on weaker momentum and less volume than prior moves. If so, we will continue to add to beaten down tech stocks that primed to become the next FAANGs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073534019,"gmtCreate":1657372171431,"gmtModify":1676535998665,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Unstable stock though?","listText":"Unstable stock though?","text":"Unstable stock though?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073534019","repostId":"1106697268","repostType":4,"repost":{"id":"1106697268","pubTimestamp":1657337354,"share":"https://ttm.financial/m/news/1106697268?lang=&edition=fundamental","pubTime":"2022-07-09 11:29","market":"us","language":"en","title":"NIO: June Deliveries Show Growth Making A Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=1106697268","media":"Seeking Alpha","summary":"SummaryAfter months of weakness, NIO’s deliveries soared back strongly in June.ET7 sedan deliveries increased 155.7% month over month and now represent a third of all of NIO's product deliveries.ET5 a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>After months of weakness, NIO’s deliveries soared back strongly in June.</li><li>ET7 sedan deliveries increased 155.7% month over month and now represent a third of all of NIO&#39;s product deliveries.</li><li>ET5 and ET7 production are set to exceed volume production of the ES6 this year.</li></ul><p>NIO&#39;s (NYSE:NIO) first-quarter production and delivery performance was greatly impacted by a variety of factors, including Chinese holidays and COVID-related shutdowns that limited factory output levels. In June, however, NIO experienced a surge in deliveries due to factories coming back online and accelerating demand for NIO’s first sedan product, the ET7. While COVID-19 shutdowns remain a significant risk factor going forward, a recovery in delivery volumes could drive an upwards revaluation of NIO’s shares.</p><p><b>Why NIO’s growth will be determined by sedan production going forward</b></p><p>NIO submitted its delivery card for June last week which revealed that the electric vehicle manufacturer delivered 12,961 electric vehicles, showing 60.3% year-over-year growth. On a month-over-month basis, NIO’s deliveries increased a massive 84.5% which was the fastest growth rate when compared against rival companies XPeng (XPEV) and Li Auto (LI). XPeng&#39;s month-over-month delivery growth rate was 51.1% while Li Auto saw 13.3% month-over-month growth.</p><p>XPeng, which currently has the fastest year-over-year delivery growth of the Top Three electric vehicle manufacturers delivered the most EVs last month: 15,295, showing 133% growth. Li Auto delivered 13,024 Li ONE sport utility vehicles in June, showing 68.9% year-over-year growth.</p><table><tbody><tr><td><p>Deliveries</p></td><td><p>April</p></td><td><p>April Y/Y Growth</p></td><td><p>May</p></td><td><p>May Y/Y Growth</p></td><td><p>June</p></td><td><p>June Y/Y Growth</p></td></tr><tr><td><p>NIO</p></td><td><p>5,074</p></td><td><p>-28.6%</p></td><td><p>7,024</p></td><td><p>4.7%</p></td><td><p>12,961</p></td><td><p>60.3%</p></td></tr><tr><td><p>XPEV</p></td><td><p>9,002</p></td><td><p>75.0%</p></td><td><p>10,125</p></td><td><p>78.0%</p></td><td><p>15,295</p></td><td><p>133.0%</p></td></tr><tr><td><p>LI</p></td><td><p>4,167</p></td><td><p>-24.8%</p></td><td><p>11,496</p></td><td><p>165.9%</p></td><td><p>13,024</p></td><td><p>68.9%</p></td></tr></tbody></table><p>(Source: Author)</p><p>NIO’s delivery card for June contained further evidence that sedan products are going to be NIO’s future. The electric vehicle company delivered 5,100 ES6s, 1,828 EC6s and 1,684 ES8s which are all sport utility vehicles. Additionally, NIO delivered a massive 4,349 ET7s, the firm’s first sedan product that started to sell in China only in March.</p><p>NIO’s delivery growth in June has been driven by two models especially: The ET7 which has seen month-over-month delivery growth of a massive 154.8% and the ES6 which saw a delivery increase of 73.7% on a monthly basis. NIO’s ES6 model still has the largest delivery share (currently 39.3%) and NIO produces by far the largest number of SUVs in the ES6 product line. But because of the surge in demand for electric vehicle sedans, going forward, the ET7 is set to replace NIO’s ES6 as the most important vehicle in NIO’s product portfolio. With NIO’s ET5 deliveries expected to start in September, the electric vehicle start-up could generate about half of its deliveries and sales from sedans, not SUVs, by year-end.</p><p>The share of ET7 deliveries has consistently increased throughout the second-quarter as well: in April, May and June, the delivery shares of the ET7 were 13.7%, 24.3% and 33.6%. Considering that NIO will add sedan volume through the ET5, especially in the fourth quarter, sedan deliveries are likely going to be the biggest driver for NIO’s delivery growth in the second half of 2022 and beyond.</p><p><b>NIO has long-term potential, but short-term setbacks should be expected</b></p><p>NIO’s valuation today is much cheaper than a year ago. During the pandemic, shares of NIO traded as high as $65. But investors appear to have stopped caring much about NIO’s delivery growth prospects lately which is understandable considering that EV deliveries have slowed down industry-wide in the first quarter. While short-term setbacks have to be expected, especially regarding new COVID-19 outbreaks in China, NIO’s growth prospects are attractive in the long term.</p><p>NIO is expected to grow revenues 60% this year to $9.07B, indicating a price-to-sales ratio of 3.8X. The forward P-S ratio, based on expected sales of $15.96B, implies a P-S ratio of 2.2X and revenue growth of 76%... so the market even expects an acceleration in revenue growth in FY 2023.</p><p><img src=\"https://static.tigerbbs.com/4f8783ef7161e7a0ff94ffa153c81a2a\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p><b>Risks with NIO</b></p><p>The biggest risk for NIO, as I see it, is a volatile short-term delivery pattern that makes it hard for the market to predict NIO’s delivery potential with any kind of accuracy. COVID-19 shutdowns are still a threat to electric vehicle manufacturers as well because they could impact manufacturing hubs that produce electric vehicles or dampen demand for NIO’s products. Xi’an, a city of 13M, was partially shut down on Wednesday after a few cases of a new COVID-19 variant have been detected. China’s heavy-handed approach to mitigating the spread of COVID-19 and its variants is a big risk for NIO’s delivery potential as well as the stock in the short term. What would change my mind about NIO is if delivery growth slowed down and the firm&#39;s sedan ramp started to disappoint.</p><p><b>Final thoughts</b></p><p>NIO’s June ramp in production and deliveries was surprisingly good. The surge in ET7 deliveries is the key take-away for investors, because deliveries started only three months ago and sedans now already account for a third of NIO’s delivery volume. Considering that ET5 deliveries are set to start in September, I believe NIO’s long-term delivery potential, especially in the sedan market, is underrated. However, since NIO faces uncertain short-term delivery prospects due to new COVID-19 outbreaks in China, I have a neutral opinion on NIO.</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>NIO: June Deliveries Show Growth Making A Comeback</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: June Deliveries Show Growth Making A Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522180-nio-growth-is-making-a-comeback?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A58><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter months of weakness, NIO’s deliveries soared back strongly in June.ET7 sedan deliveries increased 155.7% month over month and now represent a third of all of NIO's product deliveries.ET5 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522180-nio-growth-is-making-a-comeback?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A58\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4522180-nio-growth-is-making-a-comeback?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A58","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106697268","content_text":"SummaryAfter months of weakness, NIO’s deliveries soared back strongly in June.ET7 sedan deliveries increased 155.7% month over month and now represent a third of all of NIO's product deliveries.ET5 and ET7 production are set to exceed volume production of the ES6 this year.NIO's (NYSE:NIO) first-quarter production and delivery performance was greatly impacted by a variety of factors, including Chinese holidays and COVID-related shutdowns that limited factory output levels. In June, however, NIO experienced a surge in deliveries due to factories coming back online and accelerating demand for NIO’s first sedan product, the ET7. While COVID-19 shutdowns remain a significant risk factor going forward, a recovery in delivery volumes could drive an upwards revaluation of NIO’s shares.Why NIO’s growth will be determined by sedan production going forwardNIO submitted its delivery card for June last week which revealed that the electric vehicle manufacturer delivered 12,961 electric vehicles, showing 60.3% year-over-year growth. On a month-over-month basis, NIO’s deliveries increased a massive 84.5% which was the fastest growth rate when compared against rival companies XPeng (XPEV) and Li Auto (LI). XPeng's month-over-month delivery growth rate was 51.1% while Li Auto saw 13.3% month-over-month growth.XPeng, which currently has the fastest year-over-year delivery growth of the Top Three electric vehicle manufacturers delivered the most EVs last month: 15,295, showing 133% growth. Li Auto delivered 13,024 Li ONE sport utility vehicles in June, showing 68.9% year-over-year growth.DeliveriesAprilApril Y/Y GrowthMayMay Y/Y GrowthJuneJune Y/Y GrowthNIO5,074-28.6%7,0244.7%12,96160.3%XPEV9,00275.0%10,12578.0%15,295133.0%LI4,167-24.8%11,496165.9%13,02468.9%(Source: Author)NIO’s delivery card for June contained further evidence that sedan products are going to be NIO’s future. The electric vehicle company delivered 5,100 ES6s, 1,828 EC6s and 1,684 ES8s which are all sport utility vehicles. Additionally, NIO delivered a massive 4,349 ET7s, the firm’s first sedan product that started to sell in China only in March.NIO’s delivery growth in June has been driven by two models especially: The ET7 which has seen month-over-month delivery growth of a massive 154.8% and the ES6 which saw a delivery increase of 73.7% on a monthly basis. NIO’s ES6 model still has the largest delivery share (currently 39.3%) and NIO produces by far the largest number of SUVs in the ES6 product line. But because of the surge in demand for electric vehicle sedans, going forward, the ET7 is set to replace NIO’s ES6 as the most important vehicle in NIO’s product portfolio. With NIO’s ET5 deliveries expected to start in September, the electric vehicle start-up could generate about half of its deliveries and sales from sedans, not SUVs, by year-end.The share of ET7 deliveries has consistently increased throughout the second-quarter as well: in April, May and June, the delivery shares of the ET7 were 13.7%, 24.3% and 33.6%. Considering that NIO will add sedan volume through the ET5, especially in the fourth quarter, sedan deliveries are likely going to be the biggest driver for NIO’s delivery growth in the second half of 2022 and beyond.NIO has long-term potential, but short-term setbacks should be expectedNIO’s valuation today is much cheaper than a year ago. During the pandemic, shares of NIO traded as high as $65. But investors appear to have stopped caring much about NIO’s delivery growth prospects lately which is understandable considering that EV deliveries have slowed down industry-wide in the first quarter. While short-term setbacks have to be expected, especially regarding new COVID-19 outbreaks in China, NIO’s growth prospects are attractive in the long term.NIO is expected to grow revenues 60% this year to $9.07B, indicating a price-to-sales ratio of 3.8X. The forward P-S ratio, based on expected sales of $15.96B, implies a P-S ratio of 2.2X and revenue growth of 76%... so the market even expects an acceleration in revenue growth in FY 2023.Data by YChartsRisks with NIOThe biggest risk for NIO, as I see it, is a volatile short-term delivery pattern that makes it hard for the market to predict NIO’s delivery potential with any kind of accuracy. COVID-19 shutdowns are still a threat to electric vehicle manufacturers as well because they could impact manufacturing hubs that produce electric vehicles or dampen demand for NIO’s products. Xi’an, a city of 13M, was partially shut down on Wednesday after a few cases of a new COVID-19 variant have been detected. China’s heavy-handed approach to mitigating the spread of COVID-19 and its variants is a big risk for NIO’s delivery potential as well as the stock in the short term. What would change my mind about NIO is if delivery growth slowed down and the firm's sedan ramp started to disappoint.Final thoughtsNIO’s June ramp in production and deliveries was surprisingly good. The surge in ET7 deliveries is the key take-away for investors, because deliveries started only three months ago and sedans now already account for a third of NIO’s delivery volume. Considering that ET5 deliveries are set to start in September, I believe NIO’s long-term delivery potential, especially in the sedan market, is underrated. However, since NIO faces uncertain short-term delivery prospects due to new COVID-19 outbreaks in China, I have a neutral opinion on NIO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055456496,"gmtCreate":1655305242815,"gmtModify":1676535609032,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Fantastic","listText":"Fantastic","text":"Fantastic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055456496","repostId":"1134483863","repostType":2,"repost":{"id":"1134483863","pubTimestamp":1655305199,"share":"https://ttm.financial/m/news/1134483863?lang=&edition=fundamental","pubTime":"2022-06-15 22:59","market":"hk","language":"en","title":"Alibaba: King Of Commerce-Driven Operating Income","url":"https://stock-news.laohu8.com/highlight/detail?id=1134483863","media":"Seeking Alpha","summary":"SummaryMachine learning helps make the recommendation engines in Tmall and Taobao top notch.Alibaba ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Machine learning helps make the recommendation engines in Tmall and Taobao top notch.</li><li>Alibaba has tremendous opportunities as the online and offline worlds merge.</li><li>Alibaba’s asset-light model gives them flexibility as the world changes.</li></ul><p><b>Introduction</b></p><p>My thesis is that Alibaba (NYSE:BABA) will deliver massive amounts of operating income from commerce in the decade ahead. I don&#39;t see anyone that looks to be close to them in the next few years with respect to operating income from e-commerce.</p><p>The fiscal years for Alibaba and Walmart (WMT) end in March and January, respectively. The graphs in this article use calendar years so Alibaba&#39;s fiscal year through March 2022 and Walmart&#39;s fiscal year through January 2022 go under 2021.</p><p>When the Alibaba 4Q22releasecame out for their FY22 ending in March, the exchange rate was about 0.1577 RMB to 1 USD. At the time of this writing it is closer to 0.15 RMB to 1 USD.</p><p><b>The Landscape</b></p><p>Alibaba has a substantial base on which they will power operating income in the decade ahead. Looking at the last fiscal year, operating income from Alibaba&#39;s China commerce segment was RMB 172,219 million which is around $26 billion. This is about the same as Walmart&#39;s company-wide operating income but nearly all of Walmart&#39;s operating income comes from brick and mortar stores as opposed to e-commerce. There is plenty of room for numerous e-commerce companies in China. JD (JD) has done well with wealthy customers who insist on high quality merchandise. Pinduoduo (PDD) is fun for buyers who want to do social and group shopping. Amazon (AMZN), JD and Pinduoduo get a lot of headlines based on gross merchandise volume (&#34;GMV&#34;) but their e-commerce operating income levels are small compared to Alibaba. Only $6,347 million of Amazon&#39;s 2021 operating income was outside of AWS. The 2021 operating income numbers for JD and PDD were RMB 4,141 million and RMB 6,897 million, respectively. These equate to just $621 million and $1,035 million, respectively.</p><p><b>Machine Learning</b></p><p>Tmall and Taobao have a large number of users and a prodigious amount of data on which machine learning feeds. An April MIT Technology Review post explains the virtuous cycle enjoyed by digital giants like Alibaba as they continually improve their recommendation engines:</p><blockquote>The architectural and technical genius of recommender-system design lies in its compelling blend of data gathering, ongoing algorithmic innovation, and network effects.<i>The more people use these systems, the more valuable they become; the more valuable they become, the more people use them. Machine-learning capabilities accelerate that virtuous cycle</i>to ensure recommendations and advice become ever-more relevant and compelling.</blockquote><p><b>Opportunities</b></p><p>Alibaba has numerous opportunities including their participation in China&#39;s economic expansion. The World Bank shows that China&#39;s GDP nearly doubled from 2011 to 2020, going from $7.6 trillion to $14.7 trillion. Alibaba&#39;s operating income should keep climbing as China&#39;s GDP and middle class continue to increase in size.</p><p>Alibaba has opportunities beyond e-commerce as we know it. A June 2021 Wiredarticletalks about the way Alibaba has invented the supermarket of the future:</p><blockquote>Towson says. &#34;Eventually, consumers won&#39;t even know the difference between online and offline. You&#39;ll walk down the supermarket aisle, chatting to the AI assistant on your phone as it&#39;s suggesting items. You&#39;ll pick up the sneakers you ordered online earlier that day. You&#39;ll stream a movie on the same platform as they cook your food in store. It&#39;ll all be one experience. This is just the first iteration and it&#39;s pretty compelling.</blockquote><p><b>Flexibility</b></p><p>Three years ago I didn&#39;t envision today&#39;s world in which we are experiencing relatively high inflation in the U.S. Eventually this type of change could hit China too and Alibaba is more flexible than other asset-heavy companies like JD.</p><p><b>Valuation</b></p><p>In September 2021, Alibabaannouncedthat they are investing RMB 100 billion to promote common prosperity over 5 years. I view this type of forced investment in the same light as higher corporate taxes such that the government is coming in as a silent partner; the valuation range has to be adjusted down. I believe it will be more than just taking away RMB 20 billion in earnings from shareholders for each of the next 5 years. There is a good chance it will go up from there. As such, I don&#39;t think it is unreasonable to assign a multiple of 25x or so on the annual amount of RMB 20 billion that would otherwise go to shareholders each year such that the valuation is now lower by RMB 500 billion or $75 billion.</p><p>Among other things, I look at operating income, operating cash flow (&#34;OCF&#34;) and free cash flow (&#34;FCF&#34;) for Alibaba and competitors when thinking about valuations. It would be facile to go straight down to these numbers without first having an understanding of gross merchandise volume (&#34;GMV&#34;) and revenue. There is competition between these companies but the e-commerce pie will grow in the decade ahead such that this is not a zero sum game.</p><p>Smaller companies like Pinduoduo and JD are increasing GMV more rapidly than Alibaba but all the e-commerce companies below are increasing volume faster than brick and mortar retailers like Walmart:</p><p><img src=\"https://static.tigerbbs.com/fb720a39cbcd114a5ee9a83b4a2203c9\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>GMV (Author&#39;s spreadsheet)</p><p>*The Amazon estimates are from Marketplace Pulse.</p><p>*The Alibaba fiscal year begins April 1st.</p><p>*The Walmart fiscal year begins February 1st.</p><p>The tables are turned for Alibaba and Amazon when we switch from GMV to company-wide revenue. Despite the fact that Alibaba moves about twice the merchandise volume of Amazon, Alibaba has a much lower take rate such that their revenue is significantly lower. We&#39;re talking about company-wide revenue so it includes non-commerce figures. It is noteworthy that Amazon has a sizable first-party (&#34;1P&#34;) e-commerce business while Alibaba does not. Marketplace Pulseshowsthat Amazon&#39;s 2021 GMV segments are broken down as $210 billion 1P and $390 billion third-party (&#34;3P&#34;); Amazon&#39;s revenue for these GMV segments is $222 billion and $103 billion, respectively:</p><p><img src=\"https://static.tigerbbs.com/6edf5debfff818e78e44fe6831afd6ab\" tg-width=\"680\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Revenue segments (Author&#39;s spreadsheet)</p><p>Now that we appreciate the disparate types of revenue at Amazon, we look at company-wide revenue for the group. Again, Alibaba is almost entirely 3P revenue while Amazon, JD and Walmart have enormous 1P businesses:</p><p><img src=\"https://static.tigerbbs.com/a52a7d4bbf32d9dc34a539a58d301ceb\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Company-wide revenue (Author&#39;s spreadsheet)</p><p>Alibaba breaks down their operating income such that we can see the power of their China commerce segment:</p><p><img src=\"https://static.tigerbbs.com/d447360e549ae3b741fd0652d9dd7c46\" tg-width=\"800\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Operating income segments (Alibaba earnings release through March 2022)</p><p>Meanwhile, Amazon&#39;s 2021 operating income was $24,879 million and $18,532 million or nearly 75% of this came from AWS!</p><p>Alibaba&#39;s FY22 China commerce operating income of RMB 172,219 million above was equivalent to about $27 billion back when the release came out but it is now equivalent to about $26 billion due to currency fluctuations. On the whole, I dislike Alibaba&#39;s adjusted EBITA tables because they ignore share-based compensation. However, the amortization of intangible assets and impairment of goodwill lines from those tables are useful because in my view these GAAP expenses aren&#39;t really economic expenses. The amortization of intangible assets line from the EBITA table comes to RMB 11,647 million on a consolidated basis and RMB 6,154 million of this is from the Local consumer services segment. The unallocated line includes goodwill impairment of RMB 25,141 million relating to Digital media and entertainment. If the rest of the unallocated operating loss of RMB 10,770 million and the innovation operating loss of RMB 9,424 million are absorbed by the China commerce segment then its operating income falls to RMB 152,025 million or a little under $23 billion. I think this segment is worth 15 to 16x this amount or around $345 to $370 billion. The other segments currently have negative operating income but they are worth more than zero. Alibaba&#39;s strategic investments are worth billions and their interest in the Ant Group is considerable.</p><p>The Cloud segment had less revenue in the March 2022 quarter than the December 2021 quarter but we can assuage ourselves knowing that the Cloud segment reduced its operating losses from FY21 to FY22 and it had positive operating income of RMB 598 million for the latest quarter. I like to compare Alibaba&#39;s Cloud segment to Google Cloud as Google Cloud is increasing revenue faster but Alibaba Cloud is losing less money:</p><p><img src=\"https://static.tigerbbs.com/1809a812cd8bafb9f557db84b120dbdd\" tg-width=\"890\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Cloud (Author&#39;s spreadsheet)</p><p>I also like to think about the OCF yield. Looking at the last fiscal year, Alibaba has an OCF yield of nearly 17% or RMB 142,759 million/RMB 853,062 million while Amazon has an OCF yield of a little under 10% or $46,327 million/$469,822 million. Much of this is because Amazon&#39;s low-margin 1P business is responsible for substantial revenue but it doesn&#39;t contribute much to operating income or OCF. Were it not for Amazon&#39;s AWS business, I believe their OCF yield would be down near the JD and Walmart level of 5% or so:</p><p><img src=\"https://static.tigerbbs.com/e0041277d12c3d84cdeef8486d5dca82\" tg-width=\"592\" tg-height=\"814\" referrerpolicy=\"no-referrer\"/></p><p>OCF Yield (Author&#39;s spreadsheet)</p><p>It isn&#39;t just Alibaba that has seen a lower level of operating cash flow in the last fiscal year; Amazon and Walmart have declined in this area as well:</p><p><img src=\"https://static.tigerbbs.com/20d9d99740e262afa429afd3dc58a8da\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>OCF (Author&#39;s spreadsheet)</p><p>Alibaba&#39;s free cash flow (&#34;FCF&#34;) was down in FY22. The latest earnings release cited a decrease in profit and the RMB 18,228 million Anti-monopoly Fine:</p><blockquote>Free cash flow, a nonGAAP measurement, was RMB 98,874 million (US $15,597 million), a decrease of 43% year-over-year from RMB 172,662 million in fiscal year 2021,<i>mainly due to a decrease in profit and the full payment in the amount of RMB 18,228 million of the Anti-monopoly Fine</i>.</blockquote><p>I&#39;m optimistic that Alibaba can get FCF back to the FY21 level and beyond in the years ahead:</p><p><img src=\"https://static.tigerbbs.com/bbcfaa1c2e9c5a60df3ad0b1d412aba1\" tg-width=\"800\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/></p><p>FCF (March 2022 release)</p><p>Note that I think of stock-based compensation as a cash expense. This was RMB 23,971 million for the fiscal year ending in March 2022 and RMB 50,120 million for the fiscal year ending in March 2021.</p><p>The weighted number of shares for the quarter ending in March was 21,401 million. Each American depositary share represents 8 ordinary shares. As such, the market cap is about $281.5 billion based on the June 12th ADR price of $105.23. Cash and short-term investments outweigh long-term debt such that the enterprise value is less than the market cap.</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>Alibaba: King Of Commerce-Driven Operating Income</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: King Of Commerce-Driven Operating Income\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 22:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518471-alibaba-king-commerce-driven-operating-income><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMachine learning helps make the recommendation engines in Tmall and Taobao top notch.Alibaba has tremendous opportunities as the online and offline worlds merge.Alibaba’s asset-light model ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518471-alibaba-king-commerce-driven-operating-income\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4518471-alibaba-king-commerce-driven-operating-income","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134483863","content_text":"SummaryMachine learning helps make the recommendation engines in Tmall and Taobao top notch.Alibaba has tremendous opportunities as the online and offline worlds merge.Alibaba’s asset-light model gives them flexibility as the world changes.IntroductionMy thesis is that Alibaba (NYSE:BABA) will deliver massive amounts of operating income from commerce in the decade ahead. I don't see anyone that looks to be close to them in the next few years with respect to operating income from e-commerce.The fiscal years for Alibaba and Walmart (WMT) end in March and January, respectively. The graphs in this article use calendar years so Alibaba's fiscal year through March 2022 and Walmart's fiscal year through January 2022 go under 2021.When the Alibaba 4Q22releasecame out for their FY22 ending in March, the exchange rate was about 0.1577 RMB to 1 USD. At the time of this writing it is closer to 0.15 RMB to 1 USD.The LandscapeAlibaba has a substantial base on which they will power operating income in the decade ahead. Looking at the last fiscal year, operating income from Alibaba's China commerce segment was RMB 172,219 million which is around $26 billion. This is about the same as Walmart's company-wide operating income but nearly all of Walmart's operating income comes from brick and mortar stores as opposed to e-commerce. There is plenty of room for numerous e-commerce companies in China. JD (JD) has done well with wealthy customers who insist on high quality merchandise. Pinduoduo (PDD) is fun for buyers who want to do social and group shopping. Amazon (AMZN), JD and Pinduoduo get a lot of headlines based on gross merchandise volume (\"GMV\") but their e-commerce operating income levels are small compared to Alibaba. Only $6,347 million of Amazon's 2021 operating income was outside of AWS. The 2021 operating income numbers for JD and PDD were RMB 4,141 million and RMB 6,897 million, respectively. These equate to just $621 million and $1,035 million, respectively.Machine LearningTmall and Taobao have a large number of users and a prodigious amount of data on which machine learning feeds. An April MIT Technology Review post explains the virtuous cycle enjoyed by digital giants like Alibaba as they continually improve their recommendation engines:The architectural and technical genius of recommender-system design lies in its compelling blend of data gathering, ongoing algorithmic innovation, and network effects.The more people use these systems, the more valuable they become; the more valuable they become, the more people use them. Machine-learning capabilities accelerate that virtuous cycleto ensure recommendations and advice become ever-more relevant and compelling.OpportunitiesAlibaba has numerous opportunities including their participation in China's economic expansion. The World Bank shows that China's GDP nearly doubled from 2011 to 2020, going from $7.6 trillion to $14.7 trillion. Alibaba's operating income should keep climbing as China's GDP and middle class continue to increase in size.Alibaba has opportunities beyond e-commerce as we know it. A June 2021 Wiredarticletalks about the way Alibaba has invented the supermarket of the future:Towson says. \"Eventually, consumers won't even know the difference between online and offline. You'll walk down the supermarket aisle, chatting to the AI assistant on your phone as it's suggesting items. You'll pick up the sneakers you ordered online earlier that day. You'll stream a movie on the same platform as they cook your food in store. It'll all be one experience. This is just the first iteration and it's pretty compelling.FlexibilityThree years ago I didn't envision today's world in which we are experiencing relatively high inflation in the U.S. Eventually this type of change could hit China too and Alibaba is more flexible than other asset-heavy companies like JD.ValuationIn September 2021, Alibabaannouncedthat they are investing RMB 100 billion to promote common prosperity over 5 years. I view this type of forced investment in the same light as higher corporate taxes such that the government is coming in as a silent partner; the valuation range has to be adjusted down. I believe it will be more than just taking away RMB 20 billion in earnings from shareholders for each of the next 5 years. There is a good chance it will go up from there. As such, I don't think it is unreasonable to assign a multiple of 25x or so on the annual amount of RMB 20 billion that would otherwise go to shareholders each year such that the valuation is now lower by RMB 500 billion or $75 billion.Among other things, I look at operating income, operating cash flow (\"OCF\") and free cash flow (\"FCF\") for Alibaba and competitors when thinking about valuations. It would be facile to go straight down to these numbers without first having an understanding of gross merchandise volume (\"GMV\") and revenue. There is competition between these companies but the e-commerce pie will grow in the decade ahead such that this is not a zero sum game.Smaller companies like Pinduoduo and JD are increasing GMV more rapidly than Alibaba but all the e-commerce companies below are increasing volume faster than brick and mortar retailers like Walmart:GMV (Author's spreadsheet)*The Amazon estimates are from Marketplace Pulse.*The Alibaba fiscal year begins April 1st.*The Walmart fiscal year begins February 1st.The tables are turned for Alibaba and Amazon when we switch from GMV to company-wide revenue. Despite the fact that Alibaba moves about twice the merchandise volume of Amazon, Alibaba has a much lower take rate such that their revenue is significantly lower. We're talking about company-wide revenue so it includes non-commerce figures. It is noteworthy that Amazon has a sizable first-party (\"1P\") e-commerce business while Alibaba does not. Marketplace Pulseshowsthat Amazon's 2021 GMV segments are broken down as $210 billion 1P and $390 billion third-party (\"3P\"); Amazon's revenue for these GMV segments is $222 billion and $103 billion, respectively:Revenue segments (Author's spreadsheet)Now that we appreciate the disparate types of revenue at Amazon, we look at company-wide revenue for the group. Again, Alibaba is almost entirely 3P revenue while Amazon, JD and Walmart have enormous 1P businesses:Company-wide revenue (Author's spreadsheet)Alibaba breaks down their operating income such that we can see the power of their China commerce segment:Operating income segments (Alibaba earnings release through March 2022)Meanwhile, Amazon's 2021 operating income was $24,879 million and $18,532 million or nearly 75% of this came from AWS!Alibaba's FY22 China commerce operating income of RMB 172,219 million above was equivalent to about $27 billion back when the release came out but it is now equivalent to about $26 billion due to currency fluctuations. On the whole, I dislike Alibaba's adjusted EBITA tables because they ignore share-based compensation. However, the amortization of intangible assets and impairment of goodwill lines from those tables are useful because in my view these GAAP expenses aren't really economic expenses. The amortization of intangible assets line from the EBITA table comes to RMB 11,647 million on a consolidated basis and RMB 6,154 million of this is from the Local consumer services segment. The unallocated line includes goodwill impairment of RMB 25,141 million relating to Digital media and entertainment. If the rest of the unallocated operating loss of RMB 10,770 million and the innovation operating loss of RMB 9,424 million are absorbed by the China commerce segment then its operating income falls to RMB 152,025 million or a little under $23 billion. I think this segment is worth 15 to 16x this amount or around $345 to $370 billion. The other segments currently have negative operating income but they are worth more than zero. Alibaba's strategic investments are worth billions and their interest in the Ant Group is considerable.The Cloud segment had less revenue in the March 2022 quarter than the December 2021 quarter but we can assuage ourselves knowing that the Cloud segment reduced its operating losses from FY21 to FY22 and it had positive operating income of RMB 598 million for the latest quarter. I like to compare Alibaba's Cloud segment to Google Cloud as Google Cloud is increasing revenue faster but Alibaba Cloud is losing less money:Alibaba Cloud (Author's spreadsheet)I also like to think about the OCF yield. Looking at the last fiscal year, Alibaba has an OCF yield of nearly 17% or RMB 142,759 million/RMB 853,062 million while Amazon has an OCF yield of a little under 10% or $46,327 million/$469,822 million. Much of this is because Amazon's low-margin 1P business is responsible for substantial revenue but it doesn't contribute much to operating income or OCF. Were it not for Amazon's AWS business, I believe their OCF yield would be down near the JD and Walmart level of 5% or so:OCF Yield (Author's spreadsheet)It isn't just Alibaba that has seen a lower level of operating cash flow in the last fiscal year; Amazon and Walmart have declined in this area as well:OCF (Author's spreadsheet)Alibaba's free cash flow (\"FCF\") was down in FY22. The latest earnings release cited a decrease in profit and the RMB 18,228 million Anti-monopoly Fine:Free cash flow, a nonGAAP measurement, was RMB 98,874 million (US $15,597 million), a decrease of 43% year-over-year from RMB 172,662 million in fiscal year 2021,mainly due to a decrease in profit and the full payment in the amount of RMB 18,228 million of the Anti-monopoly Fine.I'm optimistic that Alibaba can get FCF back to the FY21 level and beyond in the years ahead:FCF (March 2022 release)Note that I think of stock-based compensation as a cash expense. This was RMB 23,971 million for the fiscal year ending in March 2022 and RMB 50,120 million for the fiscal year ending in March 2021.The weighted number of shares for the quarter ending in March was 21,401 million. Each American depositary share represents 8 ordinary shares. As such, the market cap is about $281.5 billion based on the June 12th ADR price of $105.23. Cash and short-term investments outweigh long-term debt such that the enterprise value is less than the market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058268241,"gmtCreate":1654846412983,"gmtModify":1676535522062,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice sharing","listText":"Nice sharing","text":"Nice sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058268241","repostId":"1178468807","repostType":2,"repost":{"id":"1178468807","pubTimestamp":1654845497,"share":"https://ttm.financial/m/news/1178468807?lang=&edition=fundamental","pubTime":"2022-06-10 15:18","market":"us","language":"en","title":"Apple's Inflation Problem","url":"https://stock-news.laohu8.com/highlight/detail?id=1178468807","media":"Seeking Alpha","summary":"SummaryApple makes fantastic products, but that doesn't mean the stock is a good buy here.In fact, A","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple makes fantastic products, but that doesn&#39;t mean the stock is a good buy here.</li><li>In fact, Apple has been dead money since I wrote about the stock last November.</li><li>Apple&#39;s stock trades at about 24 times earnings, but the company&#39;s revenues will likely grow by low single digits in the coming years.</li><li>Apple&#39;s stock is overpriced here, has limited upside, and may reach about $100 or lower when the recession arrives.</li></ul><p>There&#39;s no denying that Apple Inc. (NASDAQ:AAPL) makes excellent products. I&#39;ve been an Apple enthusiast for a long time, using many of the company&#39;s products over the years. I am also fond of the company&#39;s stock, and Apple was a top performer in my portfolio for many years (2006-2020). However, the dynamic surrounding Apple has changed. I wrote about the company&#39;s stock being &#34;dead money&#34; in November of last year, and Apple&#39;s stock hasn&#39;t returned anything since then. Apple faces a significant growth problem, and its valuation is relatively expensive for a company with limited growth.</p><p>Additionally, Apple faces supply constraints, other issues, and a significant inflation problem. Apple is a company with excellent products, but it has not invented anything revolutionary in a long time. Many market participants expect too much from Apple&#39;s stock. Therefore, there are better stocks to own here, and Apple will probably continue being dead money for now.</p><p><b>Apple&#39;s Inflation Problem</b></p><p>Despite Apple&#39;s beat on revenues and EPS last quarter, the company&#39;s stock declined as Apple warned of supply constraints impacting revenues by about $4-8 billion this quarter. We see that Apple is not immune to supply chain challenges, and it is not immune to inflation either. The new iPhone 14 models will start at$1099 for the Pro and $1199 for the Pro Max (according to insiders). That is about $100 more expensive than the company&#39;s current models. Moreover, the company&#39;s Max model will likely start at $999, roughly $300 more than the iPhone Min it will be replacing.</p><p>So, we see Apple&#39;s iPhone prices rising, which is not necessarily a good thing this time. Also, the price increase implies that the Pro Max 512 gigabyte version could cost roughly $1,500, and the 1T Pro Max will likely cost a whopping $1,700. These are costly iPhones, and these price increases come at a challenging time for consumers and the economy.</p><p><b>CPI inflation</b><img src=\"https://static.tigerbbs.com/6657580c1b8d385d3bb641d613b31e31\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/></p><p>CPI inflation(TradingEconomics.com )</p><p>Inflation has risen sharply recently, with the CPI trending around 8% for several months. This period of price increases signals the highest level of inflation we&#39;ve seen in about 40 years in the U.S. Furthermore, high inflation may persist for longer than expected and will probably continue weighing on the consumer. Incidentally, we&#39;re seeing consumer sentiment data at some of its lowest readings in decades, implying a recession may soon begin. Apple raising prices in or before a recessionary phase will probably cause a decrease in demand for its iPhone and other products. On the other side of the equation, if Apple does not raise prices, revenues will likely decrease due to tighter consumer spending and other variables associated with a recessionary environment.</p><p><b>Consumer sentiment</b><img src=\"https://static.tigerbbs.com/a873be6a865a11fdaf8172a7188eb7aa\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/></p><p>Consumer sentiment(TradingEconomics.com )</p><p>If Apple raises prices on its new iPhone 14 lineup, the price hikes may be ill-timed. Prices are spiking all around us on everything from food to fuel. Therefore, some consumers may either wait for a better time to renew their iPhones or opt for a cheaper phone. Of course, I am not talking about the majority of Apple users switching their spending habits due to a slowdown. However, even a relatively small percentage of Apple&#39;s users choosing to go an extra year with their old iPhone could impact the company&#39;s bottom line.</p><p><b>Consumer confidence</b><img src=\"https://static.tigerbbs.com/751eaf2d44a3dd2b8ec8ca3b455a8b9d\" tg-width=\"640\" tg-height=\"333\" referrerpolicy=\"no-referrer\"/></p><p>Consumer confidence(Data.oecd.org)</p><p>Consumer confidence is also down at its lowest level in years. Higher costs from every angle are bombarding the consumer, and now may not be the optimal time for an iPhone price hike. However, I can see why Apple wants to raise prices because if we look at the other side of the equation, we&#39;re seeing producer prices rise. Therefore, Apple&#39;s bottom line will likely get pressured, and the company needs to raise prices to keep revenues and earnings up.</p><p><b>PPI inflation</b><img src=\"https://static.tigerbbs.com/d6e76c711dfabd4ee76be72905d6ff1f\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\"/></p><p>PPI inflation(pls.gov)</p><p>Final-demand-goods is running remarkably hot, above 15%. This dynamic implies that it costs companies 15% more to create products than it did one year ago. Therefore, the iPhone 13 Pro, which cost Apple about $570 to manufacture, may come out to about $650 or more for the iPhone 14. Therefore, Apple needs to raise prices to keep its margins from declining and keep its profitability from dropping as we advance.</p><p>Nevertheless, higher prices for new iPhones may dissuade potential buyers and keep revenue growth lower than the company and analysts expect. Analysts anticipate Apple&#39;s growth to be low single-digit in the coming years, but the company&#39;s growth may be flat or even negative if the recession strikes.</p><p><b>Apple - Relatively Expensive Now</b></p><p>At around 24 times earnings, Apple is relatively expensive now, but there are several scenarios in which I would consider investing in Apple&#39;s stock again. The primary factor to see is improved growth. Currently, estimates are for low signal digit revenue growth, and it would be preferable to see the company return to 5-10% growth. Also, Apple&#39;s valuation needs to come down. There is little incentive to pay 24 times earnings or 21 times forward EPS estimates for a company growing sales by 2-3% in the coming years.</p><p><b>Apple&#39;s revenue estimates</b><img src=\"https://static.tigerbbs.com/a208f61756f4ab19650573478d126125\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/></p><p>AAPL revenue growth(SeekingAlpha.com)</p><p>Moreover, if there is a recession, growth could turn negative, and Apple may see declining revenues in the coming years. Therefore, unless Apple&#39;s growth story gets back on track quickly (it likely won&#39;t), the stock may only be worth around 15-18 times earnings here.</p><p><b>Apple&#39;s EPS estimates</b><img src=\"https://static.tigerbbs.com/25829a58591eb0343a70db794ee112a4\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/></p><p>AAPL EPS growth(SeekingAlpha.com )</p><p>Apple earned $6.04 in EPS in 2021, and the company should deliver approximately $6.15 this year. Now, unless Apple blows away consensus analysts&#39; figures, the company will have very little EPS growth. Also, Apple is trading at around $150 today, illustrating that its trailing and forward P/E ratio is above 24. This valuation is relatively expensive for a company with very little revenue and EPS growth. The stock&#39;s 2% projected EPS growth and 24 P/E ratio illustrate that Apple is trading at a sky-high PEG ratio of around 12. Even if Apple earns towards the higher end of estimates and brings in about $6.50 in EPS the year, its PEG ratio would still be very high at around 3.</p><p><b>The Bottom Line</b></p><p>Regardless of how we look at it, Apple is expensive here. I would consider paying roughly 15-18 times earnings for this stock, which implies that the share price needs to drop significantly. A 15-18 P/E multiple suggests a stock price of approximately $90-110, roughly 27-40% below the stock price today. This suggestion may seem dramatic, and some market participants may have difficulty imagining Apple&#39;s stock price down there. However, $100 may be an optimal place to buy Apple when a recession occurs.</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's Inflation Problem</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's Inflation Problem\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 15:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517558-apples-inflation-problem><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple makes fantastic products, but that doesn't mean the stock is a good buy here.In fact, Apple has been dead money since I wrote about the stock last November.Apple's stock trades at about ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517558-apples-inflation-problem\">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/4517558-apples-inflation-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178468807","content_text":"SummaryApple makes fantastic products, but that doesn't mean the stock is a good buy here.In fact, Apple has been dead money since I wrote about the stock last November.Apple's stock trades at about 24 times earnings, but the company's revenues will likely grow by low single digits in the coming years.Apple's stock is overpriced here, has limited upside, and may reach about $100 or lower when the recession arrives.There's no denying that Apple Inc. (NASDAQ:AAPL) makes excellent products. I've been an Apple enthusiast for a long time, using many of the company's products over the years. I am also fond of the company's stock, and Apple was a top performer in my portfolio for many years (2006-2020). However, the dynamic surrounding Apple has changed. I wrote about the company's stock being \"dead money\" in November of last year, and Apple's stock hasn't returned anything since then. Apple faces a significant growth problem, and its valuation is relatively expensive for a company with limited growth.Additionally, Apple faces supply constraints, other issues, and a significant inflation problem. Apple is a company with excellent products, but it has not invented anything revolutionary in a long time. Many market participants expect too much from Apple's stock. Therefore, there are better stocks to own here, and Apple will probably continue being dead money for now.Apple's Inflation ProblemDespite Apple's beat on revenues and EPS last quarter, the company's stock declined as Apple warned of supply constraints impacting revenues by about $4-8 billion this quarter. We see that Apple is not immune to supply chain challenges, and it is not immune to inflation either. The new iPhone 14 models will start at$1099 for the Pro and $1199 for the Pro Max (according to insiders). That is about $100 more expensive than the company's current models. Moreover, the company's Max model will likely start at $999, roughly $300 more than the iPhone Min it will be replacing.So, we see Apple's iPhone prices rising, which is not necessarily a good thing this time. Also, the price increase implies that the Pro Max 512 gigabyte version could cost roughly $1,500, and the 1T Pro Max will likely cost a whopping $1,700. These are costly iPhones, and these price increases come at a challenging time for consumers and the economy.CPI inflationCPI inflation(TradingEconomics.com )Inflation has risen sharply recently, with the CPI trending around 8% for several months. This period of price increases signals the highest level of inflation we've seen in about 40 years in the U.S. Furthermore, high inflation may persist for longer than expected and will probably continue weighing on the consumer. Incidentally, we're seeing consumer sentiment data at some of its lowest readings in decades, implying a recession may soon begin. Apple raising prices in or before a recessionary phase will probably cause a decrease in demand for its iPhone and other products. On the other side of the equation, if Apple does not raise prices, revenues will likely decrease due to tighter consumer spending and other variables associated with a recessionary environment.Consumer sentimentConsumer sentiment(TradingEconomics.com )If Apple raises prices on its new iPhone 14 lineup, the price hikes may be ill-timed. Prices are spiking all around us on everything from food to fuel. Therefore, some consumers may either wait for a better time to renew their iPhones or opt for a cheaper phone. Of course, I am not talking about the majority of Apple users switching their spending habits due to a slowdown. However, even a relatively small percentage of Apple's users choosing to go an extra year with their old iPhone could impact the company's bottom line.Consumer confidenceConsumer confidence(Data.oecd.org)Consumer confidence is also down at its lowest level in years. Higher costs from every angle are bombarding the consumer, and now may not be the optimal time for an iPhone price hike. However, I can see why Apple wants to raise prices because if we look at the other side of the equation, we're seeing producer prices rise. Therefore, Apple's bottom line will likely get pressured, and the company needs to raise prices to keep revenues and earnings up.PPI inflationPPI inflation(pls.gov)Final-demand-goods is running remarkably hot, above 15%. This dynamic implies that it costs companies 15% more to create products than it did one year ago. Therefore, the iPhone 13 Pro, which cost Apple about $570 to manufacture, may come out to about $650 or more for the iPhone 14. Therefore, Apple needs to raise prices to keep its margins from declining and keep its profitability from dropping as we advance.Nevertheless, higher prices for new iPhones may dissuade potential buyers and keep revenue growth lower than the company and analysts expect. Analysts anticipate Apple's growth to be low single-digit in the coming years, but the company's growth may be flat or even negative if the recession strikes.Apple - Relatively Expensive NowAt around 24 times earnings, Apple is relatively expensive now, but there are several scenarios in which I would consider investing in Apple's stock again. The primary factor to see is improved growth. Currently, estimates are for low signal digit revenue growth, and it would be preferable to see the company return to 5-10% growth. Also, Apple's valuation needs to come down. There is little incentive to pay 24 times earnings or 21 times forward EPS estimates for a company growing sales by 2-3% in the coming years.Apple's revenue estimatesAAPL revenue growth(SeekingAlpha.com)Moreover, if there is a recession, growth could turn negative, and Apple may see declining revenues in the coming years. Therefore, unless Apple's growth story gets back on track quickly (it likely won't), the stock may only be worth around 15-18 times earnings here.Apple's EPS estimatesAAPL EPS growth(SeekingAlpha.com )Apple earned $6.04 in EPS in 2021, and the company should deliver approximately $6.15 this year. Now, unless Apple blows away consensus analysts' figures, the company will have very little EPS growth. Also, Apple is trading at around $150 today, illustrating that its trailing and forward P/E ratio is above 24. This valuation is relatively expensive for a company with very little revenue and EPS growth. The stock's 2% projected EPS growth and 24 P/E ratio illustrate that Apple is trading at a sky-high PEG ratio of around 12. Even if Apple earns towards the higher end of estimates and brings in about $6.50 in EPS the year, its PEG ratio would still be very high at around 3.The Bottom LineRegardless of how we look at it, Apple is expensive here. I would consider paying roughly 15-18 times earnings for this stock, which implies that the share price needs to drop significantly. A 15-18 P/E multiple suggests a stock price of approximately $90-110, roughly 27-40% below the stock price today. This suggestion may seem dramatic, and some market participants may have difficulty imagining Apple's stock price down there. However, $100 may be an optimal place to buy Apple when a recession occurs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928659894,"gmtCreate":1671271315518,"gmtModify":1676538518232,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928659894","repostId":"2291076952","repostType":4,"repost":{"id":"2291076952","pubTimestamp":1671260506,"share":"https://ttm.financial/m/news/2291076952?lang=&edition=fundamental","pubTime":"2022-12-17 15:01","market":"us","language":"en","title":"Better Buy: Amazon vs. Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2291076952","media":"Motley Fool","summary":"Both of these stocks have excellent long-term outlooks, but one is unquestionably the better buy.","content":"<html><head></head><body><p>A stock market sell-off in 2022 has tanked the share prices of some of the world&#39;s most valuable companies, creating an excellent time to invest in growth stocks like <b>Amazon</b> (AMZN) and <b>Apple</b> (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.</p><p>Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you&#39;re only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let&#39;s assess.</p><h2>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Amazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company&#39;s stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.</p><p>In the third quarter of 2022, Amazon&#39;s revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.</p><p>In its e-commerce business, the company&#39;s North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon&#39;s international revenue rose 12%, excluding exchange fluctuations.</p><p>The bright spot of Amazon&#39;s year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform&#39;s segment made up 100% of the company&#39;s operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.</p><p>While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS&#39;s continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.</p><p>However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.</p><h2>2. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>Despite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon&#39;s stock has increased by 55% in five years.</p><p>In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company&#39;s iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.</p><p>Similarly, the company&#39;s Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.</p><p>Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company&#39;s revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.</p><p>The company is now making a portion of its iPhone 14s in India, with <b>JP Morgan Chase </b>estimating that about 25% of all Apple&#39;s products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn&#39;t dampen its long-term prospects.</p><p>In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple&#39;s second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.</p><p>Regarding key metrics for Amazon and Apple, Amazon&#39;s price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple&#39;s is about 23 after declining 24% since last December.</p><p>In terms of free cash flow, Amazon&#39;s stood at a negative 26.3 billion as of Sept. 30, while Apple&#39;s came in at $111.44 billion.</p><p>Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company&#39;s ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.</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>Better Buy: Amazon vs. Apple</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\">\nBetter Buy: Amazon vs. Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/\">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","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291076952","content_text":"A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you're only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let's assess.1. AmazonAmazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company's stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.In the third quarter of 2022, Amazon's revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.In its e-commerce business, the company's North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon's international revenue rose 12%, excluding exchange fluctuations.The bright spot of Amazon's year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform's segment made up 100% of the company's operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS's continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.2. AppleDespite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon's stock has increased by 55% in five years.In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company's iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.Similarly, the company's Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company's revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.The company is now making a portion of its iPhone 14s in India, with JP Morgan Chase estimating that about 25% of all Apple's products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn't dampen its long-term prospects.In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple's second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.Regarding key metrics for Amazon and Apple, Amazon's price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple's is about 23 after declining 24% since last December.In terms of free cash flow, Amazon's stood at a negative 26.3 billion as of Sept. 30, while Apple's came in at $111.44 billion.Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company's ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980714803,"gmtCreate":1665813139102,"gmtModify":1676537668861,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice sharing 👍🏼","listText":"Nice sharing 👍🏼","text":"Nice sharing 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9980714803","repostId":"1172315295","repostType":4,"repost":{"id":"1172315295","pubTimestamp":1665791993,"share":"https://ttm.financial/m/news/1172315295?lang=&edition=fundamental","pubTime":"2022-10-15 07:59","market":"us","language":"en","title":"SNOW vs. PLTR: A Contrarian View of These Software Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172315295","media":"TipRanks","summary":"Story HighlightsSoftware stocks come in all shapes and sizes, so understanding the differences betwe","content":"<div>\n<p>Story HighlightsSoftware stocks come in all shapes and sizes, so understanding the differences between them is critical when trying to attach valuations. One of these software stocks is a defense play...</p>\n\n<a href=\"https://www.tipranks.com/news/article/snow-vs-pltr-a-contrarian-view-of-these-software-stocks\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SNOW vs. PLTR: A Contrarian View of These Software 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\">\nSNOW vs. PLTR: A Contrarian View of These Software Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/snow-vs-pltr-a-contrarian-view-of-these-software-stocks><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsSoftware stocks come in all shapes and sizes, so understanding the differences between them is critical when trying to attach valuations. One of these software stocks is a defense play...</p>\n\n<a href=\"https://www.tipranks.com/news/article/snow-vs-pltr-a-contrarian-view-of-these-software-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://www.tipranks.com/news/article/snow-vs-pltr-a-contrarian-view-of-these-software-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172315295","content_text":"Story HighlightsSoftware stocks come in all shapes and sizes, so understanding the differences between them is critical when trying to attach valuations. One of these software stocks is a defense play, while the other is more of a plain vanilla cloud company. Additionally, the market despises one and embraces the other, but the consensus could be wrong.Software stocks have taken a dive like the rest of the technology industry, but that could offer buying opportunities if you know where to look. In this piece, we used TipRanks’ Comparison Tool to evaluate two software stocks. Although Snowflake (NYSE: SNOW) and Palantir Technologies (NYSE: PLTR) are both software companies, they are quite different, addressing different markets and utilizing different kinds of proprietary technology. Those differences may call for a contrarian view.Variety is the Spice of the Software SectorSoftware has had a challenging year like the rest of the tech sector, but one benefit of software stocks is that they come in a wide variety. For example, while Snowflake and Palantir are both in the data and analytics space, they utilize two different business models. Snowflake takes a traditional cloud-based approach to data warehousing, while Palantir uses its own private operating system models.These different approaches to data analysis enable Snowflake and Palantir to address different parts of the industry. Palantir doesn’t actually store data but instead enables companies to manage and analyze their own on-premises and cloud data. Its use of private operating system models offers greater customizability, and its defense specialization makes it unique among software firms.On the other hand, Snowflake’s more traditional approach allows companies to not only analyze their data but store it as well. The differences between these companies are critical when it comes to valuation.Snowflake (SNOW)In many ways, it seems like Snowflake can do no wrong where investors are concerned. Although the stock is down 55% year-to-date, it remains a darling of the software sector despite having been one of the sector’s most expensive stocks in 2020 and 2021. As a result, a Hold mindset may be appropriate due to its valuation, crowding, and other factors.Snowflake isn’t profitable yet, and it doesn’t look like it will be profitable anytime soon. It trades at a price/sales multiple of around 30x, higher than its competitor Zscaler (NASDAQ: ZS). Additionally, Snowflake is extremely crowded right now, with 59% institutional ownership. While this crowding can be a positive thing when things are good, it can turn terrible at a moment’s notice, leaving institutions competing to dump their shares.One issue with Snowflake’s business model is that it’s not subscription-based like other cloud-based models are. Customers pay for the amount of storage they use rather than a flat monthly rate, which could be a problem if or when enterprises start looking for places to cut back as their earnings tumble in a recession.This consumption-based business model also means Snowflake could be more expensive for some enterprises than they expected when signing up. For that reason, price transparency and predictability are lacking at a critical time in the business cycle.On the other hand, one thing Snowflake has going for it is that its product is cloud-agnostic, meaning it can work with multiple clouds from multiple providers. Additionally, the SaaS firm is growing rapidly, with its product revenue surging 83% year-over-year to $466.3 million in the second quarter of Fiscal 2023.Total revenue also rose 83% to $497.25 million. However, Snowflake lost $222.8 million in the July 2022 quarter, an increase from the $189.7 million it lost in the July 2021 quarter.At the end of the day, the company may have a bright future, and many investors are certainly betting on that. However, in the current environment, it looks fairly valued or perhaps slightly overvalued due to its lack of profitability or visible path to profitability. Further, the significant decline in deferred revenues in the most recently completed quarter is cause for concern.What is the Price Target for SNOW stock?Snowflake has a Moderate Buy consensus rating based on 24 Buy ratings, seven Hold ratings, and one Sell rating over the last three months. At $211.25, the average price target for Snowflake implies upside potential of 38.6%.Palantir Technologies (PLTR)The general view of Palantir Technologies is the complete opposite of Snowflake’s. After careful analysis of many factors, it’s difficult to understand why the market hates this stock so much. Thus, a long-term bullish view appears appropriate due to its government contracts and low P/S ratio of about 9x.One important thing to point out about Palantir is its exposure to the defense industry through its data analytics software that’s specialized for defense and intelligence gathering. Of course, the sector hasn’t done particularly well this year, declining about 20% year-to-date based on the S&P Aerospace & Defense Select Industry Index.However, the geopolitical uncertainty that includes the war in Ukraine and more calls for a more constructive view of the industry. Thus, it’s unclear why Palantir’s stock isn’t seeing support like fellow defense contractors Raytheon (NYSE: RTX), which is down only 4% year-to-date, and Northrop Grumman (NYSE: NOC), which is up 20%.One of Palantir’s big contract wins this year was a $229 million one-year contract with the Defense Department. In fact, that contract is an expansion of one that originally was just for the U.S. Army Research Laboratory because it now covers all branches of the military. The company will provide artificial intelligence and machine learning capabilities to all branches of the U.S. military.Google (NASDAQ: GOOG) (NASDAQ: GOOGL) actually abandoned that contract due to a widespread protest about its technology being used for surveillance. This could be one reason the market hates Palantir Technologies so much, but from a financial standpoint, there is much to like.Palantir also announced that it had renewed a contract with the Department of Homeland Security. It also works with Immigrations and Customs Enforcement — another contract that has been controversial.Unfortunately, it has a string of earnings misses and even slashed its revenue outlook in its most recent earnings report. However, that reduction was explained by the unclear timing of the company’s government contracts, which have since been renewed and expanded.While Palantir isn’t profitable yet, its management said during an earnings call earlier this year that they expect to be profitable by 2025. In the meantime, the company has a healthy balance sheet with ~$2.4 billion in cash and equivalents versus $933.5 million in liabilities.What is the Price Target for PLTR stock?Palantir Technologies has a Hold consensus rating based on two Buys, two Holds, and four Sells assigned over the last three months. At $10.50, the average price target for Palantir Technologies implies upside potential of 30.11%.Conclusion: Hold on to Snowflake; Consider Buying PalantirAs things stand right now, the market is in love with Snowflake, at least as much as it can be while selling it off, and it views Palantir as an anathema. However, a review of the data suggests a contrarian view may be in order.Ultimately, Snowflake looks fairly valued or potentially a bit overvalued. In contrast, Palantir looks undervalued, which appears temporary, although it may take a few years for this to play out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909236495,"gmtCreate":1658879661617,"gmtModify":1676536221365,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice 👍🏼&nbsp;","listText":"Nice 👍🏼&nbsp;","text":"Nice 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909236495","repostId":"2254387856","repostType":4,"repost":{"id":"2254387856","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":1658876140,"share":"https://ttm.financial/m/news/2254387856?lang=&edition=fundamental","pubTime":"2022-07-27 06:55","market":"us","language":"en","title":"US STOCKS-Indexes Drop As Walmart Profit Warning Spooks Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2254387856","media":"Reuters","summary":"Walmart cuts profit forecast; news hits retailersMcDonald's up as sales, profit top estimatesCoca-Co","content":"<html><head></head><body><ul><li>Walmart cuts profit forecast; news hits retailers</li><li>McDonald&#39;s up as sales, profit top estimates</li><li>Coca-Cola up on forecast raise</li><li>Indexes: Dow down 0.7%, S&amp;P 500 down 1.2%, Nasdaq down 1.9%</li></ul><p>NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.</p><p>Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.</p><p>Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&amp;P 500 retail index declined 4.2%.</p><p>On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.</p><p>&#34;The majority of companies that reported today beat (on) earnings, and that&#39;s been the case. But of course there have been some warnings, and that&#39;s what the market is focusing on,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&amp;P 500, while consumer discretionary fell 3.3% and led declines among S&amp;P 500 sectors.</p><p>The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.</p><p>The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&amp;P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.</p><p>A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.</p><p>Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies&#39; results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.</p><p>Investors had been looking to see if this week&#39;s earnings news from mega-cap companies might help the stock market sustain its recent rally.</p><p>Earnings from S&amp;P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.</p><p>Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald&#39;s Corp rose 2.7% after beating quarterly expectations.</p><p>3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.</p><p>In other outlooks, the International Monetary Fund cut global growth forecasts again.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 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-Indexes Drop As Walmart Profit Warning Spooks Investors</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-Indexes Drop As Walmart Profit Warning Spooks Investors\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\">2022-07-27 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Walmart cuts profit forecast; news hits retailers</li><li>McDonald&#39;s up as sales, profit top estimates</li><li>Coca-Cola up on forecast raise</li><li>Indexes: Dow down 0.7%, S&amp;P 500 down 1.2%, Nasdaq down 1.9%</li></ul><p>NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.</p><p>Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.</p><p>Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&amp;P 500 retail index declined 4.2%.</p><p>On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.</p><p>&#34;The majority of companies that reported today beat (on) earnings, and that&#39;s been the case. But of course there have been some warnings, and that&#39;s what the market is focusing on,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&amp;P 500, while consumer discretionary fell 3.3% and led declines among S&amp;P 500 sectors.</p><p>The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.</p><p>The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&amp;P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.</p><p>A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.</p><p>Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies&#39; results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.</p><p>Investors had been looking to see if this week&#39;s earnings news from mega-cap companies might help the stock market sustain its recent rally.</p><p>Earnings from S&amp;P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.</p><p>Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald&#39;s Corp rose 2.7% after beating quarterly expectations.</p><p>3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.</p><p>In other outlooks, the International Monetary Fund cut global growth forecasts again.</p><p>Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","WMT":"沃尔玛","MMM":"3M",".DJI":"道琼斯","AMZN":"亚马逊",".IXIC":"NASDAQ Composite","MSFT":"微软","GOOGL":"谷歌A","TGT":"塔吉特",".SPX":"S&P 500 Index","MCD":"麦当劳","GE":"GE航空航天"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254387856","content_text":"Walmart cuts profit forecast; news hits retailersMcDonald's up as sales, profit top estimatesCoca-Cola up on forecast raiseIndexes: Dow down 0.7%, S&P 500 down 1.2%, Nasdaq down 1.9%NEW YORK, July 26 (Reuters) - U.S. stocks ended sharply lower Tuesday as a profit warning by Walmart dragged down retail shares and exceptionally weak consumer confidence data also fueled fears about spending.Walmart shares sank 7.6% after the retailer cut its full-year profit forecast late on Monday. Walmart blamed surging prices for food and fuel, and said it needed to cut prices to pare inventories.Shares of Target Corp fell 3.6% and Amazon.com Inc dropped 5.2%, while the S&P 500 retail index declined 4.2%.On Tuesday, data showed U.S. consumer confidence dropped to nearly a 1-1/2-year low in July amid persistent worries about higher inflation and rising interest rates.\"The majority of companies that reported today beat (on) earnings, and that's been the case. But of course there have been some warnings, and that's what the market is focusing on,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.Amazon, which said it would raise fees for delivery and streaming service Prime in Europe by up to 43% a year, was the biggest drag on the Nasdaq and S&P 500, while consumer discretionary fell 3.3% and led declines among S&P 500 sectors.The Federal Reserve started a two-day meeting, and on Wednesday it is expected to announce a 0.75 percentage point interest rate hike to fight inflation. Investors have worried that aggressive interest rate hikes by the Fed could tip the economy into recession.The Dow Jones Industrial Average fell 228.5 points, or 0.71%, to 31,761.54, the S&P 500 lost 45.79 points, or 1.15%, to 3,921.05 and the Nasdaq Composite dropped 220.09 points, or 1.87%, to 11,562.58.A busy week for earnings also included reports from Alphabet Inc and Microsoft Corp after the bell.Shares of Microsoft were up 5% in after-hours trading while Alphabet was up 5% following the companies' results. Microsoft ended the regular session down 2.7% and Alphabet ended 2.3% lower on the day.Investors had been looking to see if this week's earnings news from mega-cap companies might help the stock market sustain its recent rally.Earnings from S&P 500 companies were expected to have risen 6.2% for the second quarter from the year-ago period, according to Refinitiv data.Also during the regular session, Coca-Cola Co gained 1.6% after the company raised its full-year revenue forecast. McDonald's Corp rose 2.7% after beating quarterly expectations.3M Co rose 4.9% after the industrial giant said it planned to spin off its healthcare business.read moreGeneral Electric Co gained 4.6% after the industrial conglomerate beat revenue and profit estimates.In other outlooks, the International Monetary Fund cut global growth forecasts again.Volume on U.S. exchanges was 9.60 billion shares, compared with the 10.93 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.73-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 30 new lows; the Nasdaq Composite recorded 39 new highs and 138 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057311066,"gmtCreate":1655464168755,"gmtModify":1676535644728,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Let's go! 💪🏼","listText":"Let's go! 💪🏼","text":"Let's go! 💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057311066","repostId":"1115493440","repostType":4,"repost":{"id":"1115493440","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":1655463193,"share":"https://ttm.financial/m/news/1115493440?lang=&edition=fundamental","pubTime":"2022-06-17 18:53","market":"us","language":"en","title":"China's Central Bank Accepts Ant's Application for Financial Holding Company- Sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1115493440","media":"Reuters","summary":"HONG KONG, June 17 (Reuters) - China's central bank has accepted Ant Group's application to set up a","content":"<html><head></head><body><p>HONG KONG, June 17 (Reuters) - China&#39;s central bank has accepted Ant Group&#39;s application to set up a financial holding company, three people with knowledge of the matter said, a key step in finishing a year-long revamp of Jack Ma&#39;s fintech business and reviving its stock market debut.</p><p>Ant and the PBOC did not respond to Reuters requests for comment on Friday.</p><p>Although Ant has been working with financial regulators for months on a broad revamp, the central bank&#39;s agreeing to review the application signals the company could get its long-awaited license soon, said the sources, who asked not to be named due to confidentiality constraints.</p><p>Chinese authorities abruptly pulled the plug on Ant&#39;s IPO, set to raise $37 billion in the world&#39;s biggest listing, in November 2020, soon after tech billionaire founder Ma gave a speech accusing financial watchdogs of stifling innovation.</p><p>The authorities put Ant, whose businesses span payment processing, consumer lending to insurance products distribution, under the revamp.</p><p>As part of that overhaul, the PBOC in December 2020 told Reuters in a statement that Ant was drafting a plan to set up a financial holding firm and that Ant should ensure that all its financial operations were placed under regulatory supervision.</p><p>Ant had been valued as a tech firm for its IPO, but the forced change to a financial holding company will make it subject to capital requirements and regulations similar to those for banks.</p><p>Alibaba shares jumped 10% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/2d4986c984e7ac126d100948bc8eeb7c\" tg-width=\"872\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Central Bank Accepts Ant's Application for Financial Holding Company- Sources</title>\n<style 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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\">\nChina's Central Bank Accepts Ant's Application for Financial Holding Company- Sources\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\">2022-06-17 18:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>HONG KONG, June 17 (Reuters) - China&#39;s central bank has accepted Ant Group&#39;s application to set up a financial holding company, three people with knowledge of the matter said, a key step in finishing a year-long revamp of Jack Ma&#39;s fintech business and reviving its stock market debut.</p><p>Ant and the PBOC did not respond to Reuters requests for comment on Friday.</p><p>Although Ant has been working with financial regulators for months on a broad revamp, the central bank&#39;s agreeing to review the application signals the company could get its long-awaited license soon, said the sources, who asked not to be named due to confidentiality constraints.</p><p>Chinese authorities abruptly pulled the plug on Ant&#39;s IPO, set to raise $37 billion in the world&#39;s biggest listing, in November 2020, soon after tech billionaire founder Ma gave a speech accusing financial watchdogs of stifling innovation.</p><p>The authorities put Ant, whose businesses span payment processing, consumer lending to insurance products distribution, under the revamp.</p><p>As part of that overhaul, the PBOC in December 2020 told Reuters in a statement that Ant was drafting a plan to set up a financial holding firm and that Ant should ensure that all its financial operations were placed under regulatory supervision.</p><p>Ant had been valued as a tech firm for its IPO, but the forced change to a financial holding company will make it subject to capital requirements and regulations similar to those for banks.</p><p>Alibaba shares jumped 10% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/2d4986c984e7ac126d100948bc8eeb7c\" tg-width=\"872\" tg-height=\"620\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115493440","content_text":"HONG KONG, June 17 (Reuters) - China's central bank has accepted Ant Group's application to set up a financial holding company, three people with knowledge of the matter said, a key step in finishing a year-long revamp of Jack Ma's fintech business and reviving its stock market debut.Ant and the PBOC did not respond to Reuters requests for comment on Friday.Although Ant has been working with financial regulators for months on a broad revamp, the central bank's agreeing to review the application signals the company could get its long-awaited license soon, said the sources, who asked not to be named due to confidentiality constraints.Chinese authorities abruptly pulled the plug on Ant's IPO, set to raise $37 billion in the world's biggest listing, in November 2020, soon after tech billionaire founder Ma gave a speech accusing financial watchdogs of stifling innovation.The authorities put Ant, whose businesses span payment processing, consumer lending to insurance products distribution, under the revamp.As part of that overhaul, the PBOC in December 2020 told Reuters in a statement that Ant was drafting a plan to set up a financial holding firm and that Ant should ensure that all its financial operations were placed under regulatory supervision.Ant had been valued as a tech firm for its IPO, but the forced change to a financial holding company will make it subject to capital requirements and regulations similar to those for banks.Alibaba shares jumped 10% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055327313,"gmtCreate":1655248269932,"gmtModify":1676535592666,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055327313","repostId":"2243984945","repostType":2,"repost":{"id":"2243984945","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and 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meeting on Wednesday.</p><p>However, views that a 75 basis point hike was on the table have been growing after Friday&#39;s higher-than-expected consumer price index (CPI) data for May. In addition, a report from the Wall Street Journal on Monday and forecasts from several banks, including JP Morgan and Goldman Sachs, signaling a 75 basis point hike have bolstered that belief.</p><p>Traders are currently pricing in a more than 90% chance of a 75 basis point hike, up from 3.9% a week ago, according to CME&#39;s FedWatch Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html?redirect=/trading/interest-rates/fed-funds.html.</p><p>Data on Tuesday showed that the producer prices index (PPI), while slightly less than expectations on a year-over-year basis for May, remained high as gasoline prices jumped.</p><p>&#34;Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,&#34; said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.</p><p>&#34;The PPI numbers today put to bed any questions around the extent of rising prices and inflation - the big question is going to be how aggressive the Fed is going to be literally this week - not so much even projecting out, but how much they are going to take the bull by the horns this week and really try to make some moves that could ease recessionary fears.&#34;</p><p>The Dow Jones Industrial Average fell 151.91 points, or 0.5%, to 30,364.83, the S&amp;P 500 lost 14.15 points, or 0.38%, to 3,735.48 and the Nasdaq Composite added 19.12 points, or 0.18%, to 10,828.35.</p><p>The benchmark S&amp;P 500 suffered its fifth straight daily decline, marking its longest losing streak since early January. Monday&#39;s declines put the index down more than 20% from its most recent record high, confirming a bear market began on Jan. 3, according to a commonly used definition.</p><p>Among individual stocks, swimming pool supplies distributor Pool Corp slumped 5.27% after Jefferies cut its price target on the stock to $400 from $485.</p><p>FedEx Corp surged 14.41% after raising its quarterly dividend by more than 50%, while Oracle Corp gained 10.41% after posting upbeat quarterly results on demand for its cloud products.</p><p>Continental Resources Inc jumped 15.07% after the shale producer received an all-cash buyout offer from its founder Harold Hamm, valuing the company at $25.41 billion.</p><p>Volume on U.S. exchanges was 12.49 billion shares, compared with the 12.01 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 1.36-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 77 new lows; the Nasdaq Composite recorded 11 new highs and 641 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-S&P 500 Dips With Fed Policy Announcement on Tap</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-S&P 500 Dips With Fed Policy Announcement on Tap\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\">2022-06-15 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-off in the prior session with a key policy statement from the Federal Reserve on deck that will reveal how aggressive the central bank&#39;s policy path will be.</p><p>Analyst expectations had largely been predicting the Fed would hike by 50 basis points at the conclusion of its meeting on Wednesday.</p><p>However, views that a 75 basis point hike was on the table have been growing after Friday&#39;s higher-than-expected consumer price index (CPI) data for May. In addition, a report from the Wall Street Journal on Monday and forecasts from several banks, including JP Morgan and Goldman Sachs, signaling a 75 basis point hike have bolstered that belief.</p><p>Traders are currently pricing in a more than 90% chance of a 75 basis point hike, up from 3.9% a week ago, according to CME&#39;s FedWatch Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html?redirect=/trading/interest-rates/fed-funds.html.</p><p>Data on Tuesday showed that the producer prices index (PPI), while slightly less than expectations on a year-over-year basis for May, remained high as gasoline prices jumped.</p><p>&#34;Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,&#34; said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.</p><p>&#34;The PPI numbers today put to bed any questions around the extent of rising prices and inflation - the big question is going to be how aggressive the Fed is going to be literally this week - not so much even projecting out, but how much they are going to take the bull by the horns this week and really try to make some moves that could ease recessionary fears.&#34;</p><p>The Dow Jones Industrial Average fell 151.91 points, or 0.5%, to 30,364.83, the S&amp;P 500 lost 14.15 points, or 0.38%, to 3,735.48 and the Nasdaq Composite added 19.12 points, or 0.18%, to 10,828.35.</p><p>The benchmark S&amp;P 500 suffered its fifth straight daily decline, marking its longest losing streak since early January. Monday&#39;s declines put the index down more than 20% from its most recent record high, confirming a bear market began on Jan. 3, according to a commonly used definition.</p><p>Among individual stocks, swimming pool supplies distributor Pool Corp slumped 5.27% after Jefferies cut its price target on the stock to $400 from $485.</p><p>FedEx Corp surged 14.41% after raising its quarterly dividend by more than 50%, while Oracle Corp gained 10.41% after posting upbeat quarterly results on demand for its cloud products.</p><p>Continental Resources Inc jumped 15.07% after the shale producer received an all-cash buyout offer from its founder Harold Hamm, valuing the company at $25.41 billion.</p><p>Volume on U.S. exchanges was 12.49 billion shares, compared with the 12.01 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 1.36-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 77 new lows; the Nasdaq Composite recorded 11 new highs and 641 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243984945","content_text":"(Reuters) - The S&P 500 ended lower on Tuesday as the index was unable to bounce from a sharp sell-off in the prior session with a key policy statement from the Federal Reserve on deck that will reveal how aggressive the central bank's policy path will be.Analyst expectations had largely been predicting the Fed would hike by 50 basis points at the conclusion of its meeting on Wednesday.However, views that a 75 basis point hike was on the table have been growing after Friday's higher-than-expected consumer price index (CPI) data for May. In addition, a report from the Wall Street Journal on Monday and forecasts from several banks, including JP Morgan and Goldman Sachs, signaling a 75 basis point hike have bolstered that belief.Traders are currently pricing in a more than 90% chance of a 75 basis point hike, up from 3.9% a week ago, according to CME's FedWatch Tool https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html?redirect=/trading/interest-rates/fed-funds.html.Data on Tuesday showed that the producer prices index (PPI), while slightly less than expectations on a year-over-year basis for May, remained high as gasoline prices jumped.\"Ultimately, even though we are seeing even more red and more negative pressure here, in general today we believe is really a wait-and-see day,\" said Greg Bassuk, CEO at AXS Investments in Port Chester, New York.\"The PPI numbers today put to bed any questions around the extent of rising prices and inflation - the big question is going to be how aggressive the Fed is going to be literally this week - not so much even projecting out, but how much they are going to take the bull by the horns this week and really try to make some moves that could ease recessionary fears.\"The Dow Jones Industrial Average fell 151.91 points, or 0.5%, to 30,364.83, the S&P 500 lost 14.15 points, or 0.38%, to 3,735.48 and the Nasdaq Composite added 19.12 points, or 0.18%, to 10,828.35.The benchmark S&P 500 suffered its fifth straight daily decline, marking its longest losing streak since early January. Monday's declines put the index down more than 20% from its most recent record high, confirming a bear market began on Jan. 3, according to a commonly used definition.Among individual stocks, swimming pool supplies distributor Pool Corp slumped 5.27% after Jefferies cut its price target on the stock to $400 from $485.FedEx Corp surged 14.41% after raising its quarterly dividend by more than 50%, while Oracle Corp gained 10.41% after posting upbeat quarterly results on demand for its cloud products.Continental Resources Inc jumped 15.07% after the shale producer received an all-cash buyout offer from its founder Harold Hamm, valuing the company at $25.41 billion.Volume on U.S. exchanges was 12.49 billion shares, compared with the 12.01 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.96-to-1 ratio; on Nasdaq, a 1.36-to-1 ratio favored decliners.The S&P 500 posted 2 new 52-week highs and 77 new lows; the Nasdaq Composite recorded 11 new highs and 641 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058493648,"gmtCreate":1654873254884,"gmtModify":1676535526434,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"GGed","listText":"GGed","text":"GGed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058493648","repostId":"1183280924","repostType":2,"repost":{"id":"1183280924","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":1654871827,"share":"https://ttm.financial/m/news/1183280924?lang=&edition=fundamental","pubTime":"2022-06-10 22:37","market":"us","language":"en","title":"Fed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1183280924","media":"Reuters","summary":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building","content":"<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</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>Fed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation</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\">\nFed Seen Raising U.S. Interest Rates Further to Battle Hot Inflation\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\">2022-06-10 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.</p><p>Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.</p><p>Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April&#39;s 6.2% pace but far from the &#34;clear and convincing&#34; sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.</p><p>&#34;So much for the idea that inflation has peaked,&#34; wrote Bankrate chief financial analyst Greg McBride. &#34;Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.&#34;</p><p>Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.</p><p>Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.</p><p>Friday&#39;s inflation read report suggested the opposite.</p><p>Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.</p><p>Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.</p><p>Traders of futures tied to the Fed&#39;s policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.</p><p>The Fed&#39;s current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.</p><p>May&#39;s inflation report appears to make that task even harder.</p><p>&#34;These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183280924","content_text":"(Reuters) - Fresh data showing underlying U.S. inflation remained stubbornly hot in May are building a case for a longer string of sharp Federal Reserve interest rate hikes than previously expected, with policymakers primed next week to signal they will have to be more aggressive.Rising food and record fuel prices pushed the consumer price index (CPI) up 8.6% last month from a year earlier, a U.S. Labor Department report showed Friday, shattering any hopes that inflation had peaked the prior month.Core CPI - which strips out volatile gas and food prices - rose 6%, down slightly from April's 6.2% pace but far from the \"clear and convincing\" sign of cooling price pressures that Fed Chair Jerome Powell has said he needs to see before slowing rate hikes.\"So much for the idea that inflation has peaked,\" wrote Bankrate chief financial analyst Greg McBride. \"Any hopes that the Fed can ease up on the pace of rate hikes after the June and July meetings now seems to be a longshot.\"Fed policymakers have already all but promised half-point interest rate hikes at their next two meetings - the first next week, and the second in late July.Some had thought that by September their own rate hikes, along with easing supply chain pressures and an expected shift in household spending away from supply-constrained goods and toward services, would have started to ease price pressures.Friday's inflation read report suggested the opposite.Used car prices, which had been sinking, reversed course and rose 1.8% from the prior month; airline fares rose by 12.6% from the prior month, and 37.8% from a year earlier. Prices for shelter - where trends tend to be particularly persistent - rose 5.5%, the biggest jump since February 1991.Those figures suggest U.S. central bankers may stay locked into half-point increases through their September meeting and even beyond as they try to wrangle inflation lower by slowing the economy.Traders of futures tied to the Fed's policy rate are now betting on half-point rate hikes at least through September, with some chance of an even bigger rate hike before then. Contracts reflect expectations for the policy rate to end the year in the 3%-3.25% range.The Fed's current policy rate target is now 0.75%-1%. Fed officials want to get it higher without undermining a historically tight labor market and sending the economy into recession.May's inflation report appears to make that task even harder.\"These are ugly numbers...I’d say we’ll probably be in a recession in the fourth quarter of this year with confirmation in the second quarter of 2023,” said Peter Cardillo, chief market economist at Spartan Capital Securities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020576838,"gmtCreate":1652668659624,"gmtModify":1676535137455,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Nice to know 👍🏼🙏🏽","listText":"Nice to know 👍🏼🙏🏽","text":"Nice to know 👍🏼🙏🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020576838","repostId":"2235462575","repostType":4,"repost":{"id":"2235462575","pubTimestamp":1652665599,"share":"https://ttm.financial/m/news/2235462575?lang=&edition=fundamental","pubTime":"2022-05-16 09:46","market":"us","language":"en","title":"Alibaba Stock: Q4 Earnings Could Be A Significant Catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2235462575","media":"seekingalpha","summary":"SummaryAlibaba is slated for its FQ4 and FY22 earnings release on May 26. Investors will parse its F","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is slated for its FQ4 and FY22 earnings release on May 26. Investors will parse its FY23 guidance carefully on management&#39;s optimism of a bottom in consumer spending.</li><li>We think that Alibaba&#39;s FQ4 earnings card could be a near-term catalyst for BABA stock. Our analysis shows that Alibaba stock had likely bottomed in March/April.</li><li>We upgrade our rating for Alibaba stock from Buy to Strong Buy. We are increasingly confident that the bear market in BABA stock is in its late stage.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99fd8bfbb6e746ad97e8ae396d55f7fb\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Robert Way/iStock Editorial via Getty Images</span></p><p><b>Investment Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ4&#39;22 and FY22 earnings cards on May 26th. Its earnings release announcement also &#34;coincided&#34; with a Bloomberg report that the Shanghai state authorities could be moving ahead to easing its strict lockdowns from May 20.</p><p>Therefore, we believe the near-term catalysts are in play for management as the consensus estimates for Alibaba&#39;s FY22-23 have been revised downwards since our previous article. Consequently, we think it sets Alibaba up nicely to deliver a better than expected guidance for FY23, putting the worst of the regulatory adjustments and the COVID lockdowns behind it.</p><p>As China&#39;s bellwether stock, given its significant exposure to China&#39;s consumer discretionary spending, the market would parse Alibaba&#39;s guidance very carefully. However, we believe the market has also baked in a substantial level of negative sentiments into BABA stock.</p><p>Our price action analysis also suggests that BABA stock had already bottomed in March/April. It also corroborates our view that the bottoming process has begun to form.</p><p>Therefore, we are increasingly optimistic that the tide has decisively swung for BABA as the COVID lockdowns ease. Notwithstanding, we also understand that China&#39;s easing has undergone significant uncertainty.</p><p>But, we need to remind investors that we don&#39;t consider these lockdowns to have a structural impact. Furthermore, recent economic indicators also demonstrated that China&#39;s industrial and consumer spending has plummeted, lifting the urgency of necessary policy action.</p><p>We are confident that China remains committed to achieving his 5.5% GDP growth mandate. Therefore, the government would do all it can to lift/ease COVID restrictions while maintaining its zero-COVID strategy.</p><p><b>Alibaba&#39;s Underlying Metrics Should Bottom In FY23</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f5a8fbf48d48208f819d8408e7a471c\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Alibaba GAAP EPS and revenue change % consensus estimates (By FY) (S&amp;P Capital IQ)</span></p><p>Given the extended lockdowns in China, the estimates for Alibaba&#39;s FQ4&#39;22 have been revised markedly downwards (again). The street has been reacting to the growing economic weakness in China, as industrial and consumer spending indicators have continued to disappoint. As a result, Alibaba is estimated to report revenue growth of 6.4% YoY in FQ4 before seeing a marked recovery in FQ2&#39;23 (ending September 2022 quarter).</p><p>Bloomberg also reported that economists generally agree that &#34;China will likely report the weakest monthly economic indicators since the pandemic started two years ago, putting pressure on the central bank to boost stimulus to support growth.&#34; Furthermore, economists expect China&#39;s jobless rate to surge to 6% in April, just below its two-year high of 6.2% reached in February 2020.</p><p>More negative commentary from Bloomberg Economics also validated our thesis that the market has been pricing in a &#34;horrific&#34; April report. It accentuated (edited):</p><blockquote>China&#39;s April activity data will probably make for a worrying read -- driving home the extent of the damage to the economy from lockdowns in Shanghai and other parts of the country. Leading and high-frequency data are sounding alarms. Production and investment likely decelerated sharply and retail sales probably sank further. - <i>Bloomberg Economics</i></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/100c4aae7b663c43fba40fab38dd0064\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Alibaba revenue change % and adjusted FCF margins % consensus estimates (S&amp;P Capital IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1826766e31173f18ad9b7f7c22012458\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Alibaba GAAP EPS consensus estimates (S&amp;P Capital IQ)</span></p><p>In addition, Alibaba&#39;s annualized estimates also suggest that the company&#39;s revenue and profitability could reach a nadir in FY23 before reflecting. Notably, Alibaba&#39;s solid profitability has helped it sustain robust FCF margins, despite being hampered by highly significant regulatory and economic headwinds. As a result, we believe it has been the most trying period for its business over the last ten years. Yet, Alibaba has proved the resilience of its business model, stress testing it to the limit.</p><p>Therefore, we believe that Alibaba&#39;s FY23 estimates are highly credible, given the significant pessimism seen in the markets. Accordingly, investors can expect Alibaba&#39;s revenue growth to bottom out in FY23 at 13% YoY. Notably, it&#39;s expected to regain operating leverage, with GAAP EPS growth of 19.2% in FY23.</p><p><b>BABA Stock Price Analysis Shows A March/April Bottom</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7289bd0d4929a1318e265e6d87caff14\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>BABA stock price chart (TradingView)</span></p><p>Upon closer inspection of BABA stock price action, we are increasingly confident that it has already bottomed in March/April, as seen above. Furthermore, its bull trap in late 2020 has been significantly digested by the distribution move and capitulation move over the past 18 months. Notably, it also formed a bear trap that has maintained its lows despite the recent lower lows observed in the US equity markets. Therefore, we are even more confident that BABA stock has likely bottomed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c94605b364022bc81bf3da6b81a7993\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>China&#39;s CSI300 index price chart (TradingView)</span></p><p>Furthermore, our analysis of China&#39;s CSI300 benchmark index also demonstrated similar digestion of its bull trap through its capitulation move seen above. As a result, it also seems to have bottomed in March/April.</p><p>Notwithstanding, there&#39;s a slight risk that it could fall by another 7% to create a double-bottom bear trap before reversing eventually. However, we think the risk/reward profile has improved significantly despite the potential downside risk. Consequently, it seems increasingly likely that the bear market in China stocks is in its late stages.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f375559d27d9545a2f5d1e82682cf02c\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>BABA stock NTM normalized P/E and NTM FCF yields % (TIKR)</span></p><p><i>BABA stock is a Strong Buy.</i> As seen above, Alibaba&#39;s underlying fundamentals and its price analysis have corroborated our thesis that its bottom had already formed.</p><p>Furthermore, its attractive valuation lends further credence to our thesis. BABA stock last traded at an NTM FCF yield of 8.1% and an NTM normalized P/E of 12.05x. We think such a bargain is a generational opportunity to own a highly profitable business with solid management and a highly defensible moat.</p><p>We upgrade our rating on BABA stock from Buy to Strong Buy. We believe its FQ4 earnings release on May 26 could be a massive near-term catalyst for its stock to re-rate moving forward.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Q4 Earnings Could Be A Significant Catalyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: Q4 Earnings Could Be A Significant Catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4511732-alibaba-q4-earnings-significant-catalyst><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is slated for its FQ4 and FY22 earnings release on May 26. Investors will parse its FY23 guidance carefully on management's optimism of a bottom in consumer spending.We think that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4511732-alibaba-q4-earnings-significant-catalyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4511732-alibaba-q4-earnings-significant-catalyst","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2235462575","content_text":"SummaryAlibaba is slated for its FQ4 and FY22 earnings release on May 26. Investors will parse its FY23 guidance carefully on management's optimism of a bottom in consumer spending.We think that Alibaba's FQ4 earnings card could be a near-term catalyst for BABA stock. Our analysis shows that Alibaba stock had likely bottomed in March/April.We upgrade our rating for Alibaba stock from Buy to Strong Buy. We are increasingly confident that the bear market in BABA stock is in its late stage.Robert Way/iStock Editorial via Getty ImagesInvestment ThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ4'22 and FY22 earnings cards on May 26th. Its earnings release announcement also \"coincided\" with a Bloomberg report that the Shanghai state authorities could be moving ahead to easing its strict lockdowns from May 20.Therefore, we believe the near-term catalysts are in play for management as the consensus estimates for Alibaba's FY22-23 have been revised downwards since our previous article. Consequently, we think it sets Alibaba up nicely to deliver a better than expected guidance for FY23, putting the worst of the regulatory adjustments and the COVID lockdowns behind it.As China's bellwether stock, given its significant exposure to China's consumer discretionary spending, the market would parse Alibaba's guidance very carefully. However, we believe the market has also baked in a substantial level of negative sentiments into BABA stock.Our price action analysis also suggests that BABA stock had already bottomed in March/April. It also corroborates our view that the bottoming process has begun to form.Therefore, we are increasingly optimistic that the tide has decisively swung for BABA as the COVID lockdowns ease. Notwithstanding, we also understand that China's easing has undergone significant uncertainty.But, we need to remind investors that we don't consider these lockdowns to have a structural impact. Furthermore, recent economic indicators also demonstrated that China's industrial and consumer spending has plummeted, lifting the urgency of necessary policy action.We are confident that China remains committed to achieving his 5.5% GDP growth mandate. Therefore, the government would do all it can to lift/ease COVID restrictions while maintaining its zero-COVID strategy.Alibaba's Underlying Metrics Should Bottom In FY23Alibaba GAAP EPS and revenue change % consensus estimates (By FY) (S&P Capital IQ)Given the extended lockdowns in China, the estimates for Alibaba's FQ4'22 have been revised markedly downwards (again). The street has been reacting to the growing economic weakness in China, as industrial and consumer spending indicators have continued to disappoint. As a result, Alibaba is estimated to report revenue growth of 6.4% YoY in FQ4 before seeing a marked recovery in FQ2'23 (ending September 2022 quarter).Bloomberg also reported that economists generally agree that \"China will likely report the weakest monthly economic indicators since the pandemic started two years ago, putting pressure on the central bank to boost stimulus to support growth.\" Furthermore, economists expect China's jobless rate to surge to 6% in April, just below its two-year high of 6.2% reached in February 2020.More negative commentary from Bloomberg Economics also validated our thesis that the market has been pricing in a \"horrific\" April report. It accentuated (edited):China's April activity data will probably make for a worrying read -- driving home the extent of the damage to the economy from lockdowns in Shanghai and other parts of the country. Leading and high-frequency data are sounding alarms. Production and investment likely decelerated sharply and retail sales probably sank further. - Bloomberg EconomicsAlibaba revenue change % and adjusted FCF margins % consensus estimates (S&P Capital IQ)Alibaba GAAP EPS consensus estimates (S&P Capital IQ)In addition, Alibaba's annualized estimates also suggest that the company's revenue and profitability could reach a nadir in FY23 before reflecting. Notably, Alibaba's solid profitability has helped it sustain robust FCF margins, despite being hampered by highly significant regulatory and economic headwinds. As a result, we believe it has been the most trying period for its business over the last ten years. Yet, Alibaba has proved the resilience of its business model, stress testing it to the limit.Therefore, we believe that Alibaba's FY23 estimates are highly credible, given the significant pessimism seen in the markets. Accordingly, investors can expect Alibaba's revenue growth to bottom out in FY23 at 13% YoY. Notably, it's expected to regain operating leverage, with GAAP EPS growth of 19.2% in FY23.BABA Stock Price Analysis Shows A March/April BottomBABA stock price chart (TradingView)Upon closer inspection of BABA stock price action, we are increasingly confident that it has already bottomed in March/April, as seen above. Furthermore, its bull trap in late 2020 has been significantly digested by the distribution move and capitulation move over the past 18 months. Notably, it also formed a bear trap that has maintained its lows despite the recent lower lows observed in the US equity markets. Therefore, we are even more confident that BABA stock has likely bottomed.China's CSI300 index price chart (TradingView)Furthermore, our analysis of China's CSI300 benchmark index also demonstrated similar digestion of its bull trap through its capitulation move seen above. As a result, it also seems to have bottomed in March/April.Notwithstanding, there's a slight risk that it could fall by another 7% to create a double-bottom bear trap before reversing eventually. However, we think the risk/reward profile has improved significantly despite the potential downside risk. Consequently, it seems increasingly likely that the bear market in China stocks is in its late stages.Is BABA Stock A Buy, Sell, Or Hold?BABA stock NTM normalized P/E and NTM FCF yields % (TIKR)BABA stock is a Strong Buy. As seen above, Alibaba's underlying fundamentals and its price analysis have corroborated our thesis that its bottom had already formed.Furthermore, its attractive valuation lends further credence to our thesis. BABA stock last traded at an NTM FCF yield of 8.1% and an NTM normalized P/E of 12.05x. We think such a bargain is a generational opportunity to own a highly profitable business with solid management and a highly defensible moat.We upgrade our rating on BABA stock from Buy to Strong Buy. We believe its FQ4 earnings release on May 26 could be a massive near-term catalyst for its stock to re-rate moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062042322,"gmtCreate":1651981156066,"gmtModify":1676535008133,"author":{"id":"4107657165988180","authorId":"4107657165988180","name":"LearnerAdi","avatar":"https://community-static.tradeup.com/news/211b55c9f8f2d6aabdea5f1995a70d59","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4107657165988180","authorIdStr":"4107657165988180"},"themes":[],"htmlText":"Thanks for the sharing","listText":"Thanks for the sharing","text":"Thanks for the sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062042322","repostId":"1131831539","repostType":4,"repost":{"id":"1131831539","pubTimestamp":1651980653,"share":"https://ttm.financial/m/news/1131831539?lang=&edition=fundamental","pubTime":"2022-05-08 11:30","market":"us","language":"en","title":"Tesla: Overvalued By 85.26% And Not A Technology Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1131831539","media":"Seeking Alpha","summary":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successfu","content":"<html><head></head><body><p>Summary</p><ul><li>Make no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.</li><li>Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn&#39;t mean Tesla&#39;s stock is a good investment today.</li><li>100% of gross profit and net income is generated from the automotive sector as Tesla&#39;s other businesses lose money, making them an automobile manufacturing company, not a technology company.</li><li>I compared Tesla&#39;s metrics to the auto industry and big tech and the results are the same, Tesla&#39;s valuation is egregious.</li></ul><p>It&#39;s rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.&#39;s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA&#39;s financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA&#39;s stock.</p><p>I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn&#39;t have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren&#39;t enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.</p><p>Just because TSLA is a great company, it doesn&#39;t mean TSLA has a great stock, or it isn&#39;t overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.</p><p><b>Tesla Vs. The World In The Automotive Sector</b></p><p>It feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it&#39;s their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let&#39;s look at the raw numbers.</p><p>TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA&#39;s market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.</p><p><img src=\"https://static.tigerbbs.com/ff930d2442bf282c1bd880cca408eb94\" tg-width=\"640\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo</p><p>The P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.</p><p><img src=\"https://static.tigerbbs.com/c9b9661fde232925a758c38fd2e93f36\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>As a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.</p><p><img src=\"https://static.tigerbbs.com/d25806eb839eb9ca2b4ef3c24218048c\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>TSLA is a great company, but its current valuation has become overly inflated. TSLA&#39;s market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.</p><p><img src=\"https://static.tigerbbs.com/a1b686de4009ca733ff9651ce0d9fcaf\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Looking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA&#39;s market cap reflects a level of dominance that is non-existent.</p><p>Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It&#39;s just math. TSLA doesn&#39;t have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.</p><p><img src=\"https://static.tigerbbs.com/442ffe151dd83bc524785857925f9797\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>www.goodcarbadcar.net</p><p><b>Tesla Isn&#39;t A Technology Company And Shouldn&#39;t Be Valued As One</b></p><p>The valuation rebuttal has always been that TSLA isn&#39;t an automobile company, rather, it&#39;s a technology company.</p><p><img src=\"https://static.tigerbbs.com/bbc9ccb2cb8a0e7d40804db24e183214\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Page 23 ofTSLA&#39;s Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA&#39;s gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn&#39;t even factor in operating expenses.</p><p>TSLA manufacturers state of the art automobiles, but this doesn&#39;t classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.</p><p>Prior to the comparisons, I want to frame the analysis by providing each company&#39;s market cap:</p><ul><li>AAPL $2.69 Trillion</li><li>MSFT $2.17 Trillion</li><li>GOOGL $1.62 Trillion</li><li>AMZN $1.28 Trillion</li><li>TSLA $986.92 Billion</li><li>FB $604.62 Billion</li></ul><p>I am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.</p><p>This is absolutely remarkable, but it doesn&#39;t place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that&#39;s $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN&#39;s market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn&#39;t support the valuation.</p><p><img src=\"https://static.tigerbbs.com/3c0fbd4eb93f026c4575ee8f77f53e4b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Next, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn&#39;t support the valuation when FB has a market cap that&#39;s $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.</p><p><img src=\"https://static.tigerbbs.com/c9716477607711ee0b6d4f77eb24c890\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>The new metric bulls are using in their thesis is TSLA&#39;s free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.</p><p>Let&#39;s look at FB once again, since TSLA&#39;s valuation isn&#39;t based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA&#39;s growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that&#39;s almost $400 billion less than TSLA. Growth within the financials does not support TSLA&#39;s valuation, which is a breath away from $1 trillion.</p><p><img src=\"https://static.tigerbbs.com/902a7074eda9e8f2f2765e0833423d2c\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Today you&#39;re paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that&#39;s growing its earnings quickly is normal, but TSLA isn&#39;t growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA&#39;s growth factor, but this doesn&#39;t hold up when FB has grown by larger amounts from larger starting positions and has a P/E that&#39;s a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.</p><p><img src=\"https://static.tigerbbs.com/75168f6e39ced721cf0c53d78481a983\" tg-width=\"614\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN&#39;s revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN&#39;s grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN&#39;s.</p><p><img src=\"https://static.tigerbbs.com/aad00a6c490808962705a1a2dae45cfe\" tg-width=\"608\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it&#39;s been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.</p><p>Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company&#39;s FCF. Today, you&#39;re paying 142.52x TSLA&#39;s FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.</p><p>Why on earth would you want to pay 142.52x for TSLA&#39;s FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.</p><p>So what is a fair price to FCF multiple for TSLA? I don&#39;t believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.</p><p>I don&#39;t want to be overly bearish, so I will place a 21x multiple on TSLA&#39;s FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA&#39;s FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It&#39;s just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.</p><p>At the very least, there isn&#39;t a single reason why TSLA&#39;s market cap is larger than FB&#39;s. There isn&#39;t a single metric that TSLA beats FB in. Based on FB&#39;s valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.</p><p><img src=\"https://static.tigerbbs.com/b81a61d60d9ec098276569cc4a501da0\" tg-width=\"627\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/>TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).</p><p>The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL&#39;s. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.</p><p><b>TSLA&#39;s Future Catalysts Have A Long Way To Go Before Impacting Its Bottom Line</b></p><p>There are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it&#39;s only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.</p><p>TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.</p><p>We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance&#39;s $1 billion revenue mark is a long way away.</p><p><img src=\"https://static.tigerbbs.com/e86de6232b9abf7cee46a9607eb09741\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Next,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn&#39;t make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA&#39;s FSD isn&#39;t leaps and bounds ahead of the competition, the problem is that it&#39;s not exactly a self-driving car.</p><p>The questions around legality and where you can use it pop into my head, and how many of TSLA&#39;s drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.</p><p>Which Features Come With My Subscription?</p><blockquote>The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.</blockquote><blockquote><i>Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.</i></blockquote><p>The last catalyst is Robotaxis which many have commented on in my articles before. We&#39;re so far off on Robotaxis that this can&#39;t be considered in TSLA&#39;s upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.</p><p>Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don&#39;t want other people that I don&#39;t know in my car. I would think there are many others that have similar viewpoints.</p><p>The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA&#39;s growth rate become significantly reduced as more luxury operators put EVs on the road.</p><p>At TSLA&#39;s current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA&#39;s growth across any of the sectors isn&#39;t larger than FB or GOOGL?</p><p><b>Tesla Continues To Dilute Shareholders, And Almost No Shareholders Care</b></p><p>Dilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can&#39;t buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.</p><p>This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder&#39;s ownership and the amount of equity, revenue, and EPS our shares represent.</p><p>If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.</p><p><b>I Could Be Completely Wrong, And Tesla Could Continue Growing At These Rates</b></p><p>TSLA&#39;s vehicle deliveries continue to outpace its growing production. YoY TSLA&#39;s deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA&#39;s Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn&#39;t just focusing on the U.S, they have Europe and China in their sights.</p><p>EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).</p><p>Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.</p><p>The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA&#39;s dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.</p><p>Bulls aren&#39;t incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA&#39;s future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.</p><p>The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA&#39;s current 13.51% profit margin, if they achieved TM&#39;s level of revenue, they would generate $30.59 billion of net income, which would definitely make today&#39;s valuation look more realistic.</p><p><img src=\"https://static.tigerbbs.com/93c9176fa9bebc2c940e038cafd23229\" tg-width=\"603\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p><b>Conclusion</b></p><p>You&#39;re probably wondering how I can be a shareholder and be a bear on TSLA&#39;s valuation at the same time. It&#39;s simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.</p><p>Keep in mind a company and a company&#39;s stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it&#39;s FB or GOOGL. TSLA is not a technology company; it&#39;s an automobile company, as the automotive segments drive 100% of its gross revenue and net income.</p><p>TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA&#39;s $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.</p><p>With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it&#39;s hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Overvalued By 85.26% And Not A Technology Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Overvalued By 85.26% And Not A Technology Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131831539","content_text":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn't mean Tesla's stock is a good investment today.100% of gross profit and net income is generated from the automotive sector as Tesla's other businesses lose money, making them an automobile manufacturing company, not a technology company.I compared Tesla's metrics to the auto industry and big tech and the results are the same, Tesla's valuation is egregious.It's rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.'s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA's financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA's stock.I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn't have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren't enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.Just because TSLA is a great company, it doesn't mean TSLA has a great stock, or it isn't overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.Tesla Vs. The World In The Automotive SectorIt feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it's their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let's look at the raw numbers.TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA's market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.Steven FiorilloThe P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.Steven Fiorillo, Seeking AlphaAs a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.Steven Fiorillo, Seeking AlphaTSLA is a great company, but its current valuation has become overly inflated. TSLA's market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.Steven Fiorillo, Seeking AlphaLooking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA's market cap reflects a level of dominance that is non-existent.Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It's just math. TSLA doesn't have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.www.goodcarbadcar.netTesla Isn't A Technology Company And Shouldn't Be Valued As OneThe valuation rebuttal has always been that TSLA isn't an automobile company, rather, it's a technology company.TeslaPage 23 ofTSLA's Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA's gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn't even factor in operating expenses.TSLA manufacturers state of the art automobiles, but this doesn't classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.Prior to the comparisons, I want to frame the analysis by providing each company's market cap:AAPL $2.69 TrillionMSFT $2.17 TrillionGOOGL $1.62 TrillionAMZN $1.28 TrillionTSLA $986.92 BillionFB $604.62 BillionI am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.This is absolutely remarkable, but it doesn't place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that's $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN's market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn't support the valuation.Steven Fiorillo, Seeking AlphaNext, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn't support the valuation when FB has a market cap that's $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.Steven Fiorillo, Seeking AlphaThe new metric bulls are using in their thesis is TSLA's free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.Let's look at FB once again, since TSLA's valuation isn't based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA's growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that's almost $400 billion less than TSLA. Growth within the financials does not support TSLA's valuation, which is a breath away from $1 trillion.Steven Fiorillo, Seeking AlphaToday you're paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that's growing its earnings quickly is normal, but TSLA isn't growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA's growth factor, but this doesn't hold up when FB has grown by larger amounts from larger starting positions and has a P/E that's a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN's revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN's grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN's.TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it's been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company's FCF. Today, you're paying 142.52x TSLA's FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.Why on earth would you want to pay 142.52x for TSLA's FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.So what is a fair price to FCF multiple for TSLA? I don't believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.I don't want to be overly bearish, so I will place a 21x multiple on TSLA's FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA's FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It's just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.At the very least, there isn't a single reason why TSLA's market cap is larger than FB's. There isn't a single metric that TSLA beats FB in. Based on FB's valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL's. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.TSLA's Future Catalysts Have A Long Way To Go Before Impacting Its Bottom LineThere are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it's only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance's $1 billion revenue mark is a long way away.TeslaNext,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn't make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA's FSD isn't leaps and bounds ahead of the competition, the problem is that it's not exactly a self-driving car.The questions around legality and where you can use it pop into my head, and how many of TSLA's drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.Which Features Come With My Subscription?The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.The last catalyst is Robotaxis which many have commented on in my articles before. We're so far off on Robotaxis that this can't be considered in TSLA's upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don't want other people that I don't know in my car. I would think there are many others that have similar viewpoints.The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA's growth rate become significantly reduced as more luxury operators put EVs on the road.At TSLA's current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA's growth across any of the sectors isn't larger than FB or GOOGL?Tesla Continues To Dilute Shareholders, And Almost No Shareholders CareDilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can't buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder's ownership and the amount of equity, revenue, and EPS our shares represent.If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.I Could Be Completely Wrong, And Tesla Could Continue Growing At These RatesTSLA's vehicle deliveries continue to outpace its growing production. YoY TSLA's deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA's Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn't just focusing on the U.S, they have Europe and China in their sights.EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA's dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.Bulls aren't incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA's future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA's current 13.51% profit margin, if they achieved TM's level of revenue, they would generate $30.59 billion of net income, which would definitely make today's valuation look more realistic.TeslaConclusionYou're probably wondering how I can be a shareholder and be a bear on TSLA's valuation at the same time. It's simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.Keep in mind a company and a company's stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it's FB or GOOGL. TSLA is not a technology company; it's an automobile company, as the automotive segments drive 100% of its gross revenue and net income.TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA's $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it's hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}