limjohn22 personal page - To The Moon

limjohn22

No personal profile

3Follow

2Followers

0Topic

0Badge

2022-08-22

Buy and hold[Happy] [Happy]

Better Buy Stock: Alphabet vs. Amazon

2022-08-22

Good

Sorry, the original content has been removed

2022-07-10

[Happy]

Apple Should Beat June Quarter Expectations but Guide for September Could Disappoint, Says Analyst

2022-07-01

[Cry] [Cry]

TSMC Shares Slipped 4.15% as Major Clients Scale Back Orders

2022-06-29

Good

Byju’s Said to Offer More Than $1 Billion for 2U to Expand in US

2022-05-10

Try try

3 of the Top Growth Stocks on Earth

2022-05-10

Go go

Sorry, the original content has been removed

2022-05-10

Go go

Sorry, the original content has been removed

2022-05-10

[Great] [shy] [Great] [shy]

Warner Music Stock Gains After Revenue Rises And Tops Expectations

2022-05-06

[Great] [Great]

Sorry, the original content has been removed

2022-05-06

[Great]

Is It Safer to Pull Your Money Out of the Stock Market or Keep Investing for Now?

2022-05-06

[Great]

Job Growth Accelerated by 428,000 in April, More Than Expected as Jobs Picture Stays Strong

2022-05-04

Dip might come again

Federal Reserve Meeting: Will Peak Hawkishness Spark Dow Jones Relief Rally?

2022-05-04

Greatt...

Lithium for EVs Stays Hot. Livent Stock Surges After Strong Earnings, Guidance

2022-05-03

Gogo go

The Walt Disney Company: 2022 Could Be a Payback Year

2022-05-03

[Happy] [Happy]

Visa, Mastercard, & American Express: What is in the Cards After Q1 Earnings?

2022-05-03

Time to go for it

Amazon's Stock Crashed. Is It Time to Buy?

2022-04-28

[Happy] [Happy]

VW Mulls Expanding U.S. Plant to Build ID.Buzz, Electric Pickup - Source

2022-04-28

[smile] [smile]

Eli Lilly Q1 EPS $2.62 Beats $2.13 Estimate, Sales $7.81B Beat $6.68B Estimate

2022-04-28

Great[Like]

Tech Stocks Poised to Gain Ahead of Apple, Amazon Earnings

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4109933328497822","uuid":"4109933328497822","gmtCreate":1646830259041,"gmtModify":1646830259041,"name":"limjohn22","pinyin":"limjohn22","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":3,"tweetSize":61,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9996886110,"gmtCreate":1661143997832,"gmtModify":1676536461575,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Buy and hold[Happy]&nbsp;[Happy]&nbsp;","listText":"Buy and hold[Happy]&nbsp;[Happy]&nbsp;","text":"Buy and hold[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996886110","repostId":"2261213563","repostType":4,"repost":{"id":"2261213563","pubTimestamp":1661138254,"share":"https://ttm.financial/m/news/2261213563?lang=&edition=fundamental","pubTime":"2022-08-22 11:17","market":"us","language":"en","title":"Better Buy Stock: Alphabet vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2261213563","media":"Motley Fool","summary":"Should you invest in the digital advertising leader or the e-commerce giant?","content":"<html><head></head><body><p><b>Alphabet</b> and <b>Amazon</b> are two of the most influential technology companies in the world. On the heels of turbulence for the market, and growth stocks in particular this year, each company&#39;s valuation is also down significantly from its previous high.</p><p>With these industry leaders potentially on track for big rebounds, investors could wonder which stock looks like the better buy at today&#39;s prices. Read on to see why two Motley Fool contributors have different views on which company will be a better performer for your portfolio.</p><h2>The case for Amazon</h2><p><b>Keith Noonan: </b>When it comes to innovation, Amazon has an absolutely incredible track record. The company built an online bookstore into the leading overall online retail platform, and it continues to shape the direction of the e-commerce world. The tech giant also spearheaded the evolution of cloud-infrastructure services with Amazon Web Services, and the technologies it provides are at the heart of the modern internet and the evolution of cloud-based software.</p><p>Amazon also has a fast-growing digital advertising business that has plenty of room for long-term expansion. Because the company controls the leading online-retail marketplace, it has some natural advantages in the ads space, and it&#39;s still in the early stages of leveraging these strengths to build on its position in the category.</p><p>The company is also a leader in smart speakers and voice-based operating systems, and its move to acquire <b>iRobot</b> should bolster its position in the consumer devices category and augment broader strategic initiatives. Between its various products and services for consumers and businesses, Amazon has access to an incredible amount of data, and this should help the company take advantage of opportunities in artificial intelligence and continue mapping out new growth strategies and ways to capitalize on synergies between its businesses.</p><p>Amazon&#39;s cloud segment is highly profitable and continues to grow at an impressive clip, and advancements in automation and robotics could ultimately make its market-leading e-commerce business much more profitable. With big opportunities in its two core businesses, growth potential in other categories, and a penchant for market-defining innovation, Amazon looks like a great buy today.</p><h2>The case for Alphabet</h2><p><b>Parkev Tatevosian: </b>The factors that help make Alphabet an excellent stock to buy are that it holds a dominant position in a massive industry and sells at a relatively inexpensive valuation. Indeed, Alphabet is home to Google, the most powerful search engine worldwide. That&#39;s a critically important business to dominate because so many purchase decisions start with an internet search.</p><p>It can partly explain how Alphabet has expanded its revenue from $46 billion in 2012 to $258 billion in 2021. More importantly, it helped boost operating income from $13.8 billion to $78.7 billion in that same time. Businesses with less dominant positions frequently grapple with competitors, which works toward lower profits. Alphabet&#39;s search engine makes money through advertising. Companies pay Alphabet to have their websites listed near the top of search engine queries.</p><p>It&#39;s estimated that advertisers will spend $838 billion globally in 2022, an 8.4% increase from the year before. That massive figure allowed Alphabet to expand beyond its $258 billion revenue in 2021. If it operated in a smaller market, it could approach a ceiling much faster, making an investment less lucrative.</p><p><img src=\"https://static.tigerbbs.com/f3e2d5ada951624d62daac3842ebff13\" tg-width=\"720\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GOOG Price to Free Cash Flow data by YCharts.</p><p>Despite these excellent prospects, Alphabet is trading relatively inexpensively at a price-to-free-cash-flow ratio of 25.6 and a price-to-earnings ratio of 22.8. These are below its historical averages through the last five years.</p><h2>Which big tech stock should you buy today?</h2><p>Unless you&#39;re only interested in owning one of these big tech companies in your portfolio, this is a case where buying both stocks could be the right move. Alphabet&#39;s top positions in search, digital advertising, and mobile give it clear avenues to long-term expansion. Meanwhile, Amazon&#39;s market-leading e-commerce and cloud computing businesses give it a strong growth engine, and the company has proven it can successfully branch into new categories. Both of these technology leaders look poised to tap into secular growth trends, and each stock stands a good chance of being a long-term winner.</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 Stock: Alphabet vs. Amazon</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 Stock: Alphabet vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/21/better-buy-stock-alphabet-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet and Amazon are two of the most influential technology companies in the world. On the heels of turbulence for the market, and growth stocks in particular this year, each company's valuation is...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/21/better-buy-stock-alphabet-vs-amazon/\">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","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/08/21/better-buy-stock-alphabet-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261213563","content_text":"Alphabet and Amazon are two of the most influential technology companies in the world. On the heels of turbulence for the market, and growth stocks in particular this year, each company's valuation is also down significantly from its previous high.With these industry leaders potentially on track for big rebounds, investors could wonder which stock looks like the better buy at today's prices. Read on to see why two Motley Fool contributors have different views on which company will be a better performer for your portfolio.The case for AmazonKeith Noonan: When it comes to innovation, Amazon has an absolutely incredible track record. The company built an online bookstore into the leading overall online retail platform, and it continues to shape the direction of the e-commerce world. The tech giant also spearheaded the evolution of cloud-infrastructure services with Amazon Web Services, and the technologies it provides are at the heart of the modern internet and the evolution of cloud-based software.Amazon also has a fast-growing digital advertising business that has plenty of room for long-term expansion. Because the company controls the leading online-retail marketplace, it has some natural advantages in the ads space, and it's still in the early stages of leveraging these strengths to build on its position in the category.The company is also a leader in smart speakers and voice-based operating systems, and its move to acquire iRobot should bolster its position in the consumer devices category and augment broader strategic initiatives. Between its various products and services for consumers and businesses, Amazon has access to an incredible amount of data, and this should help the company take advantage of opportunities in artificial intelligence and continue mapping out new growth strategies and ways to capitalize on synergies between its businesses.Amazon's cloud segment is highly profitable and continues to grow at an impressive clip, and advancements in automation and robotics could ultimately make its market-leading e-commerce business much more profitable. With big opportunities in its two core businesses, growth potential in other categories, and a penchant for market-defining innovation, Amazon looks like a great buy today.The case for AlphabetParkev Tatevosian: The factors that help make Alphabet an excellent stock to buy are that it holds a dominant position in a massive industry and sells at a relatively inexpensive valuation. Indeed, Alphabet is home to Google, the most powerful search engine worldwide. That's a critically important business to dominate because so many purchase decisions start with an internet search.It can partly explain how Alphabet has expanded its revenue from $46 billion in 2012 to $258 billion in 2021. More importantly, it helped boost operating income from $13.8 billion to $78.7 billion in that same time. Businesses with less dominant positions frequently grapple with competitors, which works toward lower profits. Alphabet's search engine makes money through advertising. Companies pay Alphabet to have their websites listed near the top of search engine queries.It's estimated that advertisers will spend $838 billion globally in 2022, an 8.4% increase from the year before. That massive figure allowed Alphabet to expand beyond its $258 billion revenue in 2021. If it operated in a smaller market, it could approach a ceiling much faster, making an investment less lucrative.GOOG Price to Free Cash Flow data by YCharts.Despite these excellent prospects, Alphabet is trading relatively inexpensively at a price-to-free-cash-flow ratio of 25.6 and a price-to-earnings ratio of 22.8. These are below its historical averages through the last five years.Which big tech stock should you buy today?Unless you're only interested in owning one of these big tech companies in your portfolio, this is a case where buying both stocks could be the right move. Alphabet's top positions in search, digital advertising, and mobile give it clear avenues to long-term expansion. Meanwhile, Amazon's market-leading e-commerce and cloud computing businesses give it a strong growth engine, and the company has proven it can successfully branch into new categories. Both of these technology leaders look poised to tap into secular growth trends, and each stock stands a good chance of being a long-term winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996883055,"gmtCreate":1661143716579,"gmtModify":1676536461476,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996883055","repostId":"1137992204","repostType":4,"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071961894,"gmtCreate":1657457066018,"gmtModify":1676536009759,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071961894","repostId":"1106047228","repostType":4,"repost":{"id":"1106047228","pubTimestamp":1657425768,"share":"https://ttm.financial/m/news/1106047228?lang=&edition=fundamental","pubTime":"2022-07-10 12:02","market":"us","language":"en","title":"Apple Should Beat June Quarter Expectations but Guide for September Could Disappoint, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1106047228","media":"TipRanks","summary":"It’s that time again. Wall Street’s quarterly earnings show is getting underway and before the month","content":"<div>\n<p>It’s that time again. Wall Street’s quarterly earnings show is getting underway and before the month is out, Apple (AAPL)is expected deliver its fiscal third quarter report (June quarter, scheduled ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-should-beat-june-quarter-expectations-but-guide-for-september-could-disappoint-says-analyst/\">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>Apple Should Beat June Quarter Expectations but Guide for September Could Disappoint, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Should Beat June Quarter Expectations but Guide for September Could Disappoint, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-should-beat-june-quarter-expectations-but-guide-for-september-could-disappoint-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s that time again. Wall Street’s quarterly earnings show is getting underway and before the month is out, Apple (AAPL)is expected deliver its fiscal third quarter report (June quarter, scheduled ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-should-beat-june-quarter-expectations-but-guide-for-september-could-disappoint-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/apple-should-beat-june-quarter-expectations-but-guide-for-september-could-disappoint-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106047228","content_text":"It’s that time again. Wall Street’s quarterly earnings show is getting underway and before the month is out, Apple (AAPL)is expected deliver its fiscal third quarter report (June quarter, scheduled for July 28).While investor concerns mostly center on the effect of high inflation and iPhone demand, Evercore’s Amit Daryanani believes that despite data points skewing to the negative –  these include weak Chinese smartphone data (-9%), App Store growth slowing down to ~4%, and companies such as Micron noting “weakness” in smartphone/PC demand – AAPL has provided a conservative enough guide which will allow for another beat (although possibly a more modest one compared to prior ones) in the June quarter.The Street is looking for ~1.4% growth, a display Daryanani believes should not be difficult to meet. While Apple did not give revenue guidance for the quarter, the company did suggest the quarter’s growth rate would have mirrored the March quarter (+9%), if not for several headwinds including an FX hit to the tune of 300bps, 150bps from Russia, and $4-$8 billion in supply constraints.However, the analyst notes that Apple has “tended to overestimate supply headwinds over the past few quarters,” and therefore believes it is possible the supply and FX issues are “less severe than Apple assumed.”That said, all eyes will be on the September quarter guide and here Daryanani is not quite so confident. Due to the “challenging f/x environment and evolving macro situation,” Daryanani thinks there’s potential for the September quarter guide to “qualitatively be below current expectations.”As such, while the analyst has made no changes to the June quarter forecast, the September quarter estimates are lowered to revenue/EPS of $88 billion/$1.28, respectively. Both are below Street expectations, which stand at $90.3 billion/$1.32.“Net/net,” Daryanani summed up, “we are relatively neutral this quarter as we think Apple is contending with numerous headwinds, but these risks should be adequately understood and reflected in expectations.”To this end, Daryanani maintains an Outperform (i.e., Buy) rating along with a $180 price target. The implication for investors? Upside of 22% from current levels.28 analysts have posted AAPL reviews during the past 3 months, which break down as 22 to 6 in favor of Buys over Holds, and all coalesce to a Strong Buy consensus view. Given the average price target clocks in at $185.05, the shares are expected to appreciate ~26% over the next 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045777589,"gmtCreate":1656666477741,"gmtModify":1676535874081,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"[Cry]&nbsp;[Cry]&nbsp;","listText":"[Cry]&nbsp;[Cry]&nbsp;","text":"[Cry] [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045777589","repostId":"1156924062","repostType":2,"repost":{"id":"1156924062","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":1656662908,"share":"https://ttm.financial/m/news/1156924062?lang=&edition=fundamental","pubTime":"2022-07-01 16:08","market":"us","language":"en","title":"TSMC Shares Slipped 4.15% as Major Clients Scale Back Orders","url":"https://stock-news.laohu8.com/highlight/detail?id=1156924062","media":"Tiger Newspress","summary":"TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.TSMC has see","content":"<html><head></head><body><p>TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.<img src=\"https://static.tigerbbs.com/6e13a61955f6c0c71a4e5c6c2ed916a7\" tg-width=\"829\" tg-height=\"822\" width=\"100%\" height=\"auto\"/>TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry sources.</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 Shares Slipped 4.15% as Major Clients Scale Back Orders</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 Shares Slipped 4.15% as Major Clients Scale Back Orders\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-01 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.<img src=\"https://static.tigerbbs.com/6e13a61955f6c0c71a4e5c6c2ed916a7\" tg-width=\"829\" tg-height=\"822\" width=\"100%\" height=\"auto\"/>TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry sources.</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":"1156924062","content_text":"TSMC shares slipped 4.15% as major clients like Apple, Nvidia and AMD scale back orders.TSMC has seen its major clients adjust downward their chip orders for the rest of 2022, which may prompt the pure-play foundry to cut its revenue outlook for 2022, according to industry sources.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042504764,"gmtCreate":1656492204158,"gmtModify":1676535839955,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042504764","repostId":"2247106216","repostType":4,"repost":{"id":"2247106216","pubTimestamp":1656481989,"share":"https://ttm.financial/m/news/2247106216?lang=&edition=fundamental","pubTime":"2022-06-29 13:53","market":"us","language":"en","title":"Byju’s Said to Offer More Than $1 Billion for 2U to Expand in US","url":"https://stock-news.laohu8.com/highlight/detail?id=2247106216","media":"Bloomberg","summary":"Offer of about $15 a share would represent a 61% premiumIndia’s biggest online-class provider accele","content":"<html><head></head><body><ul><li>Offer of about $15 a share would represent a 61% premium</li><li>India’s biggest online-class provider accelerates global push</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0ba72a09be4c35c2e6d28947e7f7e73\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>The BYJU&#39;S learning app.Photographer: Dhiraj Singh/Bloomberg</span></p><p>Indian online-education provider Byju’s has offered to buy 2U Inc. in a cash deal that values the US-listed edtech company at more than $1 billion, a person familiar with the matter said.</p><p>Byju’s made the offer of about $15 a share to 2U’s board last week, said the person, who asked not to be named as the bid isn’t yet public. The offer represents a 61% premium to 2U’s closing price of $9.30 on the Nasdaq on Tuesday and gives the Lanham, Maryland-based company an enterprise value of about $2 billion.</p><p>Byju’s, one of the world’s most valuable startups with backing from Tiger Global Management and Mark Zuckerberg’s Chan Zuckerberg Initiative, is accelerating its expansion globally through acquisitions. Bloomberg reported in May that Byju’s was likely to bid for either 2U or Chegg Inc. Talks with Santa Clara, California-based Chegg haven’t progressed, the person said.</p><p>The talks with 2U could still fall apart and a deal may not materialize if its board rejects the offer. 2U has a current market value of $717 million and about $1 billion in debt and other liabilities. A representative for 2U declined to comment. Byju’s and Chegg didn’t respond to requests for comment.</p><p>Byju’s has secured financing of more than $2.4 billion for whichever deal it finally pursues as it looks to step up its growth and global expansion, said the person. While debt financing is more expensive than just three months ago, assets are cheaper and deals are still looking attractive, the person said. Shares of 2U have declined more than 80% since a peak of $55.55 in early 2021.</p><p>Meanwhile, Byju’s is pushing back payments for an approximately $1 billion acquisition of test-preparation provider Aakash Educational Services struck last year, according to people familiar with the matter. Byju’s asked to postpone the payments until late August because regulators have yet to clear the acquisition, said one of the people, adding that it had nothing to do with cash shortages. Aakash’s shareholders agreed to the extension, the person said.</p><p>Byju’s is India’s most valuable startup, with a valuation of $22 billion, according to the market researcher CB Insights. The edtech pioneer, formally known as Think &amp; Learn Pvt, has about 115 million students using its online learning platform, with 7 million of them paying annual subscriptions. Its backers also include Silver Lake Management, Naspers Ltd., and Mary Meeker’s Bond Capital.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Byju’s Said to Offer More Than $1 Billion for 2U to Expand in US</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\">\nByju’s Said to Offer More Than $1 Billion for 2U to Expand in US\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-06-29/byju-s-said-to-offer-more-than-1-billion-for-2u-to-expand-in-us?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Offer of about $15 a share would represent a 61% premiumIndia’s biggest online-class provider accelerates global pushThe BYJU'S learning app.Photographer: Dhiraj Singh/BloombergIndian online-education...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-06-29/byju-s-said-to-offer-more-than-1-billion-for-2u-to-expand-in-us?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2022-06-29/byju-s-said-to-offer-more-than-1-billion-for-2u-to-expand-in-us?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247106216","content_text":"Offer of about $15 a share would represent a 61% premiumIndia’s biggest online-class provider accelerates global pushThe BYJU'S learning app.Photographer: Dhiraj Singh/BloombergIndian online-education provider Byju’s has offered to buy 2U Inc. in a cash deal that values the US-listed edtech company at more than $1 billion, a person familiar with the matter said.Byju’s made the offer of about $15 a share to 2U’s board last week, said the person, who asked not to be named as the bid isn’t yet public. The offer represents a 61% premium to 2U’s closing price of $9.30 on the Nasdaq on Tuesday and gives the Lanham, Maryland-based company an enterprise value of about $2 billion.Byju’s, one of the world’s most valuable startups with backing from Tiger Global Management and Mark Zuckerberg’s Chan Zuckerberg Initiative, is accelerating its expansion globally through acquisitions. Bloomberg reported in May that Byju’s was likely to bid for either 2U or Chegg Inc. Talks with Santa Clara, California-based Chegg haven’t progressed, the person said.The talks with 2U could still fall apart and a deal may not materialize if its board rejects the offer. 2U has a current market value of $717 million and about $1 billion in debt and other liabilities. A representative for 2U declined to comment. Byju’s and Chegg didn’t respond to requests for comment.Byju’s has secured financing of more than $2.4 billion for whichever deal it finally pursues as it looks to step up its growth and global expansion, said the person. While debt financing is more expensive than just three months ago, assets are cheaper and deals are still looking attractive, the person said. Shares of 2U have declined more than 80% since a peak of $55.55 in early 2021.Meanwhile, Byju’s is pushing back payments for an approximately $1 billion acquisition of test-preparation provider Aakash Educational Services struck last year, according to people familiar with the matter. Byju’s asked to postpone the payments until late August because regulators have yet to clear the acquisition, said one of the people, adding that it had nothing to do with cash shortages. Aakash’s shareholders agreed to the extension, the person said.Byju’s is India’s most valuable startup, with a valuation of $22 billion, according to the market researcher CB Insights. The edtech pioneer, formally known as Think & Learn Pvt, has about 115 million students using its online learning platform, with 7 million of them paying annual subscriptions. Its backers also include Silver Lake Management, Naspers Ltd., and Mary Meeker’s Bond Capital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065681857,"gmtCreate":1652187654879,"gmtModify":1676535047845,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Try try","listText":"Try try","text":"Try try","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065681857","repostId":"1118756223","repostType":4,"repost":{"id":"1118756223","pubTimestamp":1652184862,"share":"https://ttm.financial/m/news/1118756223?lang=&edition=fundamental","pubTime":"2022-05-10 20:14","market":"us","language":"en","title":"3 of the Top Growth Stocks on Earth","url":"https://stock-news.laohu8.com/highlight/detail?id=1118756223","media":"Motley Fool","summary":"KEY POINTSNvidia grew its sales by 53%, while Tesla's sales grew 81% year over year in the latest qu","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Nvidia grew its sales by 53%, while Tesla&#39;s sales grew 81% year over year in the latest quarter.</li><li>Enphase Energy is expected to grow its earnings at an average rate of 39% over the next few years.</li></ul><p>A chipmaker, an electric vehicle leader, and a solar component specialist are reshaping the future.</p><p>If you&#39;re looking to start investing in stocks, a simple strategy is to go for companies that show consistent growth in revenue and profits. Often, such stocks trade at apremium valuation. However, they still offer the potential to generate handsome returns in the long run.</p><p>Let&#39;s look at three such companies --<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, and <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a>-- that are not only growing fast but are expected to continue doing so in the coming years.</p><p><b>Strong revenue growth</b></p><p>Nvidia&#39;s quarterly revenue grew at an average quarterly year-over-year rate of 35% over the last five years. In fiscal 2022&#39;s fourth quarter (ended Jan. 30), the company&#39;s revenue grew 53% year over year. A global semiconductor shortage, coupled with increased demand from areas such as artificial intelligence, autonomous vehicles, robotics, virtual reality, and themetaverse, is contributing to Nvidia&#39;s exceptional growth.</p><p>Similarly, Tesla&#39;s recent growth has been phenomenal. The electric vehicle leader grew its quarterly sales at an average year-over-year rate of 54% in the last five years. In the first quarter, the company&#39;s sales grew 81% year over year.</p><p>Likewise, solar microinverter manufacturer Enphase Energy&#39;s revenue grew at an average rate of 46% over five years. Further, in thelatest quarter, the revenue growth was close to this average rate.</p><p><b>Solid expected growth</b></p><p>While it is important to monitor historical growth, it is more important to see if a company can sustain the growth level in the future. The three companies seem to be well placed to do so.</p><p>Analysts expect Nvidia&#39;s quarterly revenue to rise to $9.3 billion for the company&#39;s fiscal quarter ending Jan. 30, 2023, from $7.6 billion in the last quarter.</p><p>Likewise, Tesla&#39;s quarterly revenue is expected to rise to $28.2 billion, while Enphase Energy&#39;s revenue is expected to reach $597.6 million in Q1 2023.</p><p>Analysts also expect the three companies to grow their earnings impressively. Nvidia is expected to grow its per-share earnings at an average rate of around 25% over the next three to five years. Similarly, Enphase Energy is expected to grow earnings at an average rate of 39%, while Tesla&#39;s average growth rate is estimated to be 43%.</p><p>Demand for electric vehicles exceeds supply right now. Although legacy car companies are expanding their offerings in the electric segment, Tesla seems to havean edge over the competitionin terms of demand for its cars, ability to expand its production capacity and securing the necessary input parts and materials.</p><p>Similarly, Nvidia&#39;sleadership positionin the graphic processing unit market and its partnerships with leading computer makers and cloud service providers give the company a competitive advantage. Likewise, Enphase&#39;s microinverters see huge demand, thanks to the benefits they offer over other inverter options.</p><p>Overall, the three stocks look well placed to maintain their strong growth in the coming years as well.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 of the Top Growth Stocks on Earth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 of the Top Growth Stocks on Earth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-10 20:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/10/3-of-the-top-growing-stocks-on-earth/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNvidia grew its sales by 53%, while Tesla's sales grew 81% year over year in the latest quarter.Enphase Energy is expected to grow its earnings at an average rate of 39% over the next few ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/10/3-of-the-top-growing-stocks-on-earth/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ENPH":"Enphase Energy","NVDA":"英伟达","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/05/10/3-of-the-top-growing-stocks-on-earth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118756223","content_text":"KEY POINTSNvidia grew its sales by 53%, while Tesla's sales grew 81% year over year in the latest quarter.Enphase Energy is expected to grow its earnings at an average rate of 39% over the next few years.A chipmaker, an electric vehicle leader, and a solar component specialist are reshaping the future.If you're looking to start investing in stocks, a simple strategy is to go for companies that show consistent growth in revenue and profits. Often, such stocks trade at apremium valuation. However, they still offer the potential to generate handsome returns in the long run.Let's look at three such companies --Nvidia, Tesla, and Enphase Energy-- that are not only growing fast but are expected to continue doing so in the coming years.Strong revenue growthNvidia's quarterly revenue grew at an average quarterly year-over-year rate of 35% over the last five years. In fiscal 2022's fourth quarter (ended Jan. 30), the company's revenue grew 53% year over year. A global semiconductor shortage, coupled with increased demand from areas such as artificial intelligence, autonomous vehicles, robotics, virtual reality, and themetaverse, is contributing to Nvidia's exceptional growth.Similarly, Tesla's recent growth has been phenomenal. The electric vehicle leader grew its quarterly sales at an average year-over-year rate of 54% in the last five years. In the first quarter, the company's sales grew 81% year over year.Likewise, solar microinverter manufacturer Enphase Energy's revenue grew at an average rate of 46% over five years. Further, in thelatest quarter, the revenue growth was close to this average rate.Solid expected growthWhile it is important to monitor historical growth, it is more important to see if a company can sustain the growth level in the future. The three companies seem to be well placed to do so.Analysts expect Nvidia's quarterly revenue to rise to $9.3 billion for the company's fiscal quarter ending Jan. 30, 2023, from $7.6 billion in the last quarter.Likewise, Tesla's quarterly revenue is expected to rise to $28.2 billion, while Enphase Energy's revenue is expected to reach $597.6 million in Q1 2023.Analysts also expect the three companies to grow their earnings impressively. Nvidia is expected to grow its per-share earnings at an average rate of around 25% over the next three to five years. Similarly, Enphase Energy is expected to grow earnings at an average rate of 39%, while Tesla's average growth rate is estimated to be 43%.Demand for electric vehicles exceeds supply right now. Although legacy car companies are expanding their offerings in the electric segment, Tesla seems to havean edge over the competitionin terms of demand for its cars, ability to expand its production capacity and securing the necessary input parts and materials.Similarly, Nvidia'sleadership positionin the graphic processing unit market and its partnerships with leading computer makers and cloud service providers give the company a competitive advantage. Likewise, Enphase's microinverters see huge demand, thanks to the benefits they offer over other inverter options.Overall, the three stocks look well placed to maintain their strong growth in the coming years as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065681131,"gmtCreate":1652187631923,"gmtModify":1676535047838,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Go go","listText":"Go go","text":"Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065681131","repostId":"1118756223","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065683434,"gmtCreate":1652187589028,"gmtModify":1676535047829,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Go go","listText":"Go go","text":"Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065683434","repostId":"2234698917","repostType":4,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065683883,"gmtCreate":1652187559742,"gmtModify":1676535047806,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"[Great]&nbsp;[shy]&nbsp;[Great]&nbsp;[shy]&nbsp;","listText":"[Great]&nbsp;[shy]&nbsp;[Great]&nbsp;[shy]&nbsp;","text":"[Great] [shy] [Great] [shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065683883","repostId":"2234698917","repostType":4,"repost":{"id":"2234698917","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1652183580,"share":"https://ttm.financial/m/news/2234698917?lang=&edition=fundamental","pubTime":"2022-05-10 19:53","market":"us","language":"en","title":"Warner Music Stock Gains After Revenue Rises And Tops Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2234698917","media":"Dow Jones","summary":"Shares of Warner Music Group Corp. $(WMG)$ edged up 0.2% in premarket trading Tuesday, music publish","content":"<html><head></head><body><p>Shares of Warner Music Group Corp. <a href=\"https://laohu8.com/S/WMG\">$(WMG)$</a> edged up 0.2% in premarket trading Tuesday, music publishing and recording company reported first-quarter revenue that rose just above expectations, amid strength in the music publishing business, while profit declined.</p><p>Net income fell to $92 million, or 18 cents a share, from $117 million, or 22 cents a share, in the year-ago period. Excluding nonrecurring items, adjusted income fell to $111 million from $144 million, but the company did not provide adjusted earnings per share. </p><p>The FactSet EPS consensus was 21 cents. Revenue grew 10.1% to $1.38 billion, topping the FactSet consensus of $1.36 billion, as recorded music revenue rose 8.3% to $1.15 billion and music publishing revenue increased 19.8% to $230 million. </p><p>Digital revenue represented 67.7% of total revenue, down from 68.8%, due to the recovery of artist services and expanded-rights revenue. The stock has tumbled 36.9% year to date through Monday, while the S&amp;P 500  has declined 16.3%.</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>Warner Music Stock Gains After Revenue Rises And Tops 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\">\nWarner Music Stock Gains After Revenue Rises And Tops Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-10 19:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Warner Music Group Corp. <a href=\"https://laohu8.com/S/WMG\">$(WMG)$</a> edged up 0.2% in premarket trading Tuesday, music publishing and recording company reported first-quarter revenue that rose just above expectations, amid strength in the music publishing business, while profit declined.</p><p>Net income fell to $92 million, or 18 cents a share, from $117 million, or 22 cents a share, in the year-ago period. Excluding nonrecurring items, adjusted income fell to $111 million from $144 million, but the company did not provide adjusted earnings per share. </p><p>The FactSet EPS consensus was 21 cents. Revenue grew 10.1% to $1.38 billion, topping the FactSet consensus of $1.36 billion, as recorded music revenue rose 8.3% to $1.15 billion and music publishing revenue increased 19.8% to $230 million. </p><p>Digital revenue represented 67.7% of total revenue, down from 68.8%, due to the recovery of artist services and expanded-rights revenue. The stock has tumbled 36.9% year to date through Monday, while the S&amp;P 500  has declined 16.3%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMG":"华纳音乐"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234698917","content_text":"Shares of Warner Music Group Corp. $(WMG)$ edged up 0.2% in premarket trading Tuesday, music publishing and recording company reported first-quarter revenue that rose just above expectations, amid strength in the music publishing business, while profit declined.Net income fell to $92 million, or 18 cents a share, from $117 million, or 22 cents a share, in the year-ago period. Excluding nonrecurring items, adjusted income fell to $111 million from $144 million, but the company did not provide adjusted earnings per share. The FactSet EPS consensus was 21 cents. Revenue grew 10.1% to $1.38 billion, topping the FactSet consensus of $1.36 billion, as recorded music revenue rose 8.3% to $1.15 billion and music publishing revenue increased 19.8% to $230 million. Digital revenue represented 67.7% of total revenue, down from 68.8%, due to the recovery of artist services and expanded-rights revenue. The stock has tumbled 36.9% year to date through Monday, while the S&P 500  has declined 16.3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066959253,"gmtCreate":1651842691972,"gmtModify":1676534981844,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"[Great]&nbsp;[Great]&nbsp;","listText":"[Great]&nbsp;[Great]&nbsp;","text":"[Great] [Great]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066959253","repostId":"2233330483","repostType":4,"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066959159,"gmtCreate":1651842666171,"gmtModify":1676534981829,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"[Great]&nbsp;","listText":"[Great]&nbsp;","text":"[Great]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066959159","repostId":"2233330483","repostType":4,"repost":{"id":"2233330483","pubTimestamp":1651838945,"share":"https://ttm.financial/m/news/2233330483?lang=&edition=fundamental","pubTime":"2022-05-06 20:09","market":"us","language":"en","title":"Is It Safer to Pull Your Money Out of the Stock Market or Keep Investing for Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2233330483","media":"Motley Fool","summary":"Time in the market is important.","content":"<html><head></head><body><p>It can be nerve-wracking to watch your portfolio consistently drop during bear market periods. After all, nobody likes losing money; that goes against the whole purpose of investing. However, pulling your money out of the stock market during down periods can often do more harm than good in the long term. Here&#39;s why you should keep investing during such periods.</p><p><img src=\"https://static.tigerbbs.com/83e655a5c0301001b3e34cfe642835c7\" tg-width=\"700\" tg-height=\"458\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Use down periods to lower your cost basis</h2><p>Although nobody likes seeing their investments decline in price, it can actually be a good opportunity for long-term investors because it&#39;s a chance to lower your cost basis. Your cost basis essentially tells you the average price you paid per share for a particular company. If you bought 10 shares of a company at $100 each, your cost basis would be $100. If the stock&#39;s price dropped to $80 and you purchased 10 more shares, your new cost basis would be $90 ($1,800 spent / 20 shares owned).</p><p>Lowering your cost basis is valuable because it increases your profit whenever you eventually sell your shares. Imagine you own 20 shares with a $90 cost basis, and someone else also owns 20 shares of the same company but with a $100 cost basis. If that stock&#39;s price increases to $150 and you both sell, you would have profited $1,200, and they would have profited $1,000.</p><p>Although you both own the same number of shares, your profits are higher because you were able to lower your cost basis.</p><p>If you&#39;re investing in sound businesses, don&#39;t panic over short-term drops in price; consider it a blessing in disguise and put yourself in a better long-term position.</p><h2>Time in the market is important</h2><p>&#34;Time in the market is better than timing the market&#34; is an investing saying that has stood the test of time -- and it&#39;s <a href=\"https://laohu8.com/S/AONE.U\">one</a> investors should always keep in mind. On one end, it points to how timing the market is virtually impossible to do consistently long term. It also speaks to the power of time in the market -- especially regarding dividends.</p><p>Companies pay out dividends to reward their shareholders for holding on to their investments. If you&#39;re investing in dividend-paying companies (preferably Dividend Aristocrats or Dividend Kings, which also have stood the test of time), you&#39;re doing yourself a disservice if you pull your money out due to drops in the market.</p><p>If you have $10,000 invested in a company or fund with a 3% annual dividend yield, you can expect to receive $300 in dividends each year. If the stock&#39;s price is rising, you can expect that dividend payout; if the stock&#39;s price is dropping, you can expect that dividend payout. The company&#39;s stock price shouldn&#39;t be your only focus as long as it manages to keep paying out dividends.</p><p>If you panic sell because the stock is dropping, you essentially remove an income source that could prove to be key to your return on investment. If the stock price drops and the value of your investment loses $200 in a year, but you made $300 from dividends, you still came out positive.</p><h2>Don&#39;t be an emotional investor</h2><p>As an investor, it&#39;s easy to get too high on the highs and too low on the lows in the short term. One of the best ways to remove some emotions from investing is applying dollar-cost averaging. Dollar-cost averaging involves making consistent investments at regular intervals, no matter what the stock price is at the time. It&#39;s how 401(k) plans operate; no matter the cost of the investments, you contribute your designated amount each pay period.</p><p>Focusing on the end goal and ignoring the short-term volatility can make investing less stressful and can help prevent you from making emotional decisions that may go against your best long-term interest. Keep your eyes on the prize.</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>Is It Safer to Pull Your Money Out of the Stock Market or Keep Investing for 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\">\nIs It Safer to Pull Your Money Out of the Stock Market or Keep Investing for Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 20:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/06/is-it-safer-to-pull-your-money-out-of-the-stock-ma/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It can be nerve-wracking to watch your portfolio consistently drop during bear market periods. After all, nobody likes losing money; that goes against the whole purpose of investing. However, pulling ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/06/is-it-safer-to-pull-your-money-out-of-the-stock-ma/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2022/05/06/is-it-safer-to-pull-your-money-out-of-the-stock-ma/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233330483","content_text":"It can be nerve-wracking to watch your portfolio consistently drop during bear market periods. After all, nobody likes losing money; that goes against the whole purpose of investing. However, pulling your money out of the stock market during down periods can often do more harm than good in the long term. Here's why you should keep investing during such periods.Image source: Getty Images.Use down periods to lower your cost basisAlthough nobody likes seeing their investments decline in price, it can actually be a good opportunity for long-term investors because it's a chance to lower your cost basis. Your cost basis essentially tells you the average price you paid per share for a particular company. If you bought 10 shares of a company at $100 each, your cost basis would be $100. If the stock's price dropped to $80 and you purchased 10 more shares, your new cost basis would be $90 ($1,800 spent / 20 shares owned).Lowering your cost basis is valuable because it increases your profit whenever you eventually sell your shares. Imagine you own 20 shares with a $90 cost basis, and someone else also owns 20 shares of the same company but with a $100 cost basis. If that stock's price increases to $150 and you both sell, you would have profited $1,200, and they would have profited $1,000.Although you both own the same number of shares, your profits are higher because you were able to lower your cost basis.If you're investing in sound businesses, don't panic over short-term drops in price; consider it a blessing in disguise and put yourself in a better long-term position.Time in the market is important\"Time in the market is better than timing the market\" is an investing saying that has stood the test of time -- and it's one investors should always keep in mind. On one end, it points to how timing the market is virtually impossible to do consistently long term. It also speaks to the power of time in the market -- especially regarding dividends.Companies pay out dividends to reward their shareholders for holding on to their investments. If you're investing in dividend-paying companies (preferably Dividend Aristocrats or Dividend Kings, which also have stood the test of time), you're doing yourself a disservice if you pull your money out due to drops in the market.If you have $10,000 invested in a company or fund with a 3% annual dividend yield, you can expect to receive $300 in dividends each year. If the stock's price is rising, you can expect that dividend payout; if the stock's price is dropping, you can expect that dividend payout. The company's stock price shouldn't be your only focus as long as it manages to keep paying out dividends.If you panic sell because the stock is dropping, you essentially remove an income source that could prove to be key to your return on investment. If the stock price drops and the value of your investment loses $200 in a year, but you made $300 from dividends, you still came out positive.Don't be an emotional investorAs an investor, it's easy to get too high on the highs and too low on the lows in the short term. One of the best ways to remove some emotions from investing is applying dollar-cost averaging. Dollar-cost averaging involves making consistent investments at regular intervals, no matter what the stock price is at the time. It's how 401(k) plans operate; no matter the cost of the investments, you contribute your designated amount each pay period.Focusing on the end goal and ignoring the short-term volatility can make investing less stressful and can help prevent you from making emotional decisions that may go against your best long-term interest. Keep your eyes on the prize.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066964190,"gmtCreate":1651841098410,"gmtModify":1676534981506,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"[Great]&nbsp;","listText":"[Great]&nbsp;","text":"[Great]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066964190","repostId":"1150872672","repostType":4,"repost":{"id":"1150872672","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":1651840350,"share":"https://ttm.financial/m/news/1150872672?lang=&edition=fundamental","pubTime":"2022-05-06 20:32","market":"us","language":"en","title":"Job Growth Accelerated by 428,000 in April, More Than Expected as Jobs Picture Stays Strong","url":"https://stock-news.laohu8.com/highlight/detail?id=1150872672","media":"Tiger Newspress","summary":"The U.S. economy added slightly more jobs than expected in April amid an increasingly tight labor ma","content":"<html><head></head><body><p>The U.S. economy added slightly more jobs than expected in April amid an increasingly tight labor market and despite surging inflation and fears of a growth slowdown, the Bureau of Labor Statistics reported Friday.</p><p>Nonfarm payrolls grew by 428,000 for the month, a bit above the Dow Jones estimate of 400,000. The unemployment rate was 3.6%, slightly higher than the estimate for 3.5%.</p><p>There also was some better news on the inflation front: Average hourly earnings continued to grow, but at a 0.3% level for the month that was a bit below the 0.4% estimate. On a year-over-year basis, earnings were up 5.5%, about the same as in March but still below the pace of inflation.</p><p>An alternative measure of unemployment that includes discouraged workers and those holding parttime jobs for economic reasons, sometimes referred to as the “real” unemployment rate, edged higher to 7%. The labor force participation rate, a key measure of worker engagement, fell 0.2 percentage points for the month to 62.2%, tied for the lowest of the year.</p><p>Leisure and hospitality again led job growth, adding 78,000.</p><p>Other big gainers included manufacturing (55,000), transportation and warehousing (52,000), Professional and business services (41,000), financial activities (35,000) and health care (34,000). Retail also showed solid growth, adding 29,000 primarily from gains in food and beverage stores.</p><p>Some of the details in the report, though, were not as strong.</p><p>The survey of households actually showed a decline of 353,000, leaving the level 761,000 short of where it was in February 2020, just prior to the start of the pandemic.</p><p>Markets showed muted reaction to the report, with stock futures slightly lower and government bond yields mostly rising.</p><p>The job growth comes with U.S. economy experiencing its worst growth quarter since the start of the pandemic and worker output for the first three months that declined 7.5%, the biggest slowdown since 1947 and the second-worst quarter ever recorded. GDP was off 1.4% for the January-through-March period.</p><p>At the same time, runaway inflation is hampering growth. The Federal Reserve announced Wednesday it would increase its benchmark interest rate half a percentage point in what will be an ongoing effort to stamp out price increases running at their fastest pace in more than 40 years.</p><p>Companies continue to struggle in their attempts to breach a jobs gap of more than 5.5 million between open positions and available workers.</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>Job Growth Accelerated by 428,000 in April, More Than Expected as Jobs Picture Stays Strong</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\">\nJob Growth Accelerated by 428,000 in April, More Than Expected as Jobs Picture Stays Strong\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-06 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. economy added slightly more jobs than expected in April amid an increasingly tight labor market and despite surging inflation and fears of a growth slowdown, the Bureau of Labor Statistics reported Friday.</p><p>Nonfarm payrolls grew by 428,000 for the month, a bit above the Dow Jones estimate of 400,000. The unemployment rate was 3.6%, slightly higher than the estimate for 3.5%.</p><p>There also was some better news on the inflation front: Average hourly earnings continued to grow, but at a 0.3% level for the month that was a bit below the 0.4% estimate. On a year-over-year basis, earnings were up 5.5%, about the same as in March but still below the pace of inflation.</p><p>An alternative measure of unemployment that includes discouraged workers and those holding parttime jobs for economic reasons, sometimes referred to as the “real” unemployment rate, edged higher to 7%. The labor force participation rate, a key measure of worker engagement, fell 0.2 percentage points for the month to 62.2%, tied for the lowest of the year.</p><p>Leisure and hospitality again led job growth, adding 78,000.</p><p>Other big gainers included manufacturing (55,000), transportation and warehousing (52,000), Professional and business services (41,000), financial activities (35,000) and health care (34,000). Retail also showed solid growth, adding 29,000 primarily from gains in food and beverage stores.</p><p>Some of the details in the report, though, were not as strong.</p><p>The survey of households actually showed a decline of 353,000, leaving the level 761,000 short of where it was in February 2020, just prior to the start of the pandemic.</p><p>Markets showed muted reaction to the report, with stock futures slightly lower and government bond yields mostly rising.</p><p>The job growth comes with U.S. economy experiencing its worst growth quarter since the start of the pandemic and worker output for the first three months that declined 7.5%, the biggest slowdown since 1947 and the second-worst quarter ever recorded. GDP was off 1.4% for the January-through-March period.</p><p>At the same time, runaway inflation is hampering growth. The Federal Reserve announced Wednesday it would increase its benchmark interest rate half a percentage point in what will be an ongoing effort to stamp out price increases running at their fastest pace in more than 40 years.</p><p>Companies continue to struggle in their attempts to breach a jobs gap of more than 5.5 million between open positions and available workers.</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",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150872672","content_text":"The U.S. economy added slightly more jobs than expected in April amid an increasingly tight labor market and despite surging inflation and fears of a growth slowdown, the Bureau of Labor Statistics reported Friday.Nonfarm payrolls grew by 428,000 for the month, a bit above the Dow Jones estimate of 400,000. The unemployment rate was 3.6%, slightly higher than the estimate for 3.5%.There also was some better news on the inflation front: Average hourly earnings continued to grow, but at a 0.3% level for the month that was a bit below the 0.4% estimate. On a year-over-year basis, earnings were up 5.5%, about the same as in March but still below the pace of inflation.An alternative measure of unemployment that includes discouraged workers and those holding parttime jobs for economic reasons, sometimes referred to as the “real” unemployment rate, edged higher to 7%. The labor force participation rate, a key measure of worker engagement, fell 0.2 percentage points for the month to 62.2%, tied for the lowest of the year.Leisure and hospitality again led job growth, adding 78,000.Other big gainers included manufacturing (55,000), transportation and warehousing (52,000), Professional and business services (41,000), financial activities (35,000) and health care (34,000). Retail also showed solid growth, adding 29,000 primarily from gains in food and beverage stores.Some of the details in the report, though, were not as strong.The survey of households actually showed a decline of 353,000, leaving the level 761,000 short of where it was in February 2020, just prior to the start of the pandemic.Markets showed muted reaction to the report, with stock futures slightly lower and government bond yields mostly rising.The job growth comes with U.S. economy experiencing its worst growth quarter since the start of the pandemic and worker output for the first three months that declined 7.5%, the biggest slowdown since 1947 and the second-worst quarter ever recorded. GDP was off 1.4% for the January-through-March period.At the same time, runaway inflation is hampering growth. The Federal Reserve announced Wednesday it would increase its benchmark interest rate half a percentage point in what will be an ongoing effort to stamp out price increases running at their fastest pace in more than 40 years.Companies continue to struggle in their attempts to breach a jobs gap of more than 5.5 million between open positions and available workers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061730367,"gmtCreate":1651674694108,"gmtModify":1676534946905,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Dip might come again","listText":"Dip might come again","text":"Dip might come again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061730367","repostId":"1151125673","repostType":4,"repost":{"id":"1151125673","pubTimestamp":1651669995,"share":"https://ttm.financial/m/news/1151125673?lang=&edition=fundamental","pubTime":"2022-05-04 21:13","market":"us","language":"en","title":"Federal Reserve Meeting: Will Peak Hawkishness Spark Dow Jones Relief Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151125673","media":"investor's business daily","summary":"Heading into today's Federal Reserve meeting policy announcement, all of the hawkish surprises are f","content":"<html><head></head><body><p>Heading into today&#39;s Federal Reserve meeting policy announcement, all of the hawkish surprises are finally out of the bag. Meanwhile, the inflation rate has likely peaked. Yet the Dow Jones is back in correction territory, the S&amp;P 500 hit its lowet point in over a year on Monday, and a Nasdaq bear market has resumed.</p><p>Markets fully expect policymakers to announce a half-point rate-hike when this week&#39;s Federal Reserve meeting wraps up on Wednesday at 2 p.m. ET. And that&#39;s expected to be followed by more of the same — if not an even bigger hike — in the next two Fed meetings. Since the March 15-16 Federal Reserve meeting, Fed chief Jerome Powell has talked about moving &#34;expeditiously&#34; to tighten, and &#34;front-end loading&#34; policy moves.</p><p>On that score, the Fed also has made clear that it is set to begin unwinding $4.5 trillion in asset purchases made during the pandemic. Fed balance-sheet runoff, known as quantitative tightening or QT, will ramp up to a $95-billion monthly pace over three months, minutes from the March meeting indicated.</p><p>The setup looks well-suited for the Dow Jones and broader stock market to rally. &#34;Our basic thesis here is that we are due for a relief rally because the market expects 50-basis points, QT, this front-end loading process. And inflation has peaked on the goods side,&#34; Ironsides Macroeconomics managing partner Barry Knapp told clients on Sunday.</p><p>A slower pace of rate hikes as the midterm elections near should also be conducive to a relief rally, Knapp said.</p><p>So what could go wrong? If there&#39;s a risk at the coming meeting, it likely comes from Powell&#39;s post-meeting news conference.</p><h2>Where Is Fed Put For Dow Jones?</h2><p>When the Federal Reserve last combined rate hikes with balance-sheet tightening, the stock market tanked in the fall of 2018, flirting with bear-market territory. The Dow Jones fell 19.5% from the October 2018 peak to December&#39;s trough. Over the same period, the S&amp;P 500 fell as much as 20% and the Nasdaq 24%.</p><p>Powell alluded to that history at his news conference following last December&#39;s Fed meeting. &#34;In dealing with balance sheet issues, we&#39;ve learned that it&#39;s best to take a careful sort of methodical approach. Markets can be sensitive to it.&#34;</p><p>Powell was asked in September 2018 what it would take for the Fed to respond to financial market weakness. His answer: &#34;a significant correction and lasting correction.&#34;</p><p>In fact, the fall 2018 market sell-off helped sparked a policy rethink at the time. In early January 2019, the Fed signaled retreat. By fall, rate hikes turned to rate cuts and the Fed renewed bond purchases. However, it was a pretty simple matter for the Fed to backpedal in early 2019 because inflation was tame.</p><p>If asked again, the big question now is whether Powell&#39;s answer would be the same. Likely not. So the stock market reaction this week may depend on how gracefully Powell dances around that question.</p><p>A put option gives investors downside protection if a stock falls below a certain price. There&#39;s certainly some stock market level and some economic circumstances that would spur Powell and other policymakers to ride to the rescue.</p><h2>Is A Weak Stock Market Part Of Fed&#39;s Plan?</h2><p>As Powell explained at his March 16 news conference following the latest Federal Reserve meeting, monetary policy &#34;reaches the real economy&#34; by changing financial conditions, such as market-based interest rates and stock prices.</p><p>As of Tuesday&#39;s close, the Dow has fallen 10% from its all-time closing high. The S&amp;P 500 has lost 13% and the Nasdaq nearly 22%. Except for the Nasdaq, this sell-off isn&#39;t close to levels that spurred a policy rethink at the start of 2019.</p><p>The Dow Jones and other major indexes sold off hard early Monday, with the S&amp;P 500 and Nasdaq hitting their lowest levels in more than a year. The drop came as the 10-year Treasury yield briefly touched 3% for the first time since 2018. Yet the Dow, S&amp;P and Nasdaq managed to reverse higher on Monday and tacked on another modest gain on Tuesday.</p><p>This action feels like the wash-out could be done for now. But is the selling sufficient to satisfy the Fed?</p><p>The Fed doesn&#39;t directly target any level for the stock market. However, it&#39;s fair to say that a rising Dow Jones would work against the Fed&#39;s goal to tighten financial conditions.</p><p>Further, recent commentary from Fed vice chair Lael Brainard highlighted inflation as particularly insidious for low-income Americans. That suggests policymakers may see the trade-off of lower stock prices to tame the scourge of inflation as enhancing equality.</p></body></html>","source":"lsy1610612141385","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>Federal Reserve Meeting: Will Peak Hawkishness Spark Dow Jones Relief Rally?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFederal Reserve Meeting: Will Peak Hawkishness Spark Dow Jones Relief Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 21:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/economy/federal-reserve-meeting-will-peak-hawkishness-spark-dow-jones-relief-rally/><strong>investor's business daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Heading into today's Federal Reserve meeting policy announcement, all of the hawkish surprises are finally out of the bag. Meanwhile, the inflation rate has likely peaked. Yet the Dow Jones is back in...</p>\n\n<a href=\"https://www.investors.com/news/economy/federal-reserve-meeting-will-peak-hawkishness-spark-dow-jones-relief-rally/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.investors.com/news/economy/federal-reserve-meeting-will-peak-hawkishness-spark-dow-jones-relief-rally/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151125673","content_text":"Heading into today's Federal Reserve meeting policy announcement, all of the hawkish surprises are finally out of the bag. Meanwhile, the inflation rate has likely peaked. Yet the Dow Jones is back in correction territory, the S&P 500 hit its lowet point in over a year on Monday, and a Nasdaq bear market has resumed.Markets fully expect policymakers to announce a half-point rate-hike when this week's Federal Reserve meeting wraps up on Wednesday at 2 p.m. ET. And that's expected to be followed by more of the same — if not an even bigger hike — in the next two Fed meetings. Since the March 15-16 Federal Reserve meeting, Fed chief Jerome Powell has talked about moving \"expeditiously\" to tighten, and \"front-end loading\" policy moves.On that score, the Fed also has made clear that it is set to begin unwinding $4.5 trillion in asset purchases made during the pandemic. Fed balance-sheet runoff, known as quantitative tightening or QT, will ramp up to a $95-billion monthly pace over three months, minutes from the March meeting indicated.The setup looks well-suited for the Dow Jones and broader stock market to rally. \"Our basic thesis here is that we are due for a relief rally because the market expects 50-basis points, QT, this front-end loading process. And inflation has peaked on the goods side,\" Ironsides Macroeconomics managing partner Barry Knapp told clients on Sunday.A slower pace of rate hikes as the midterm elections near should also be conducive to a relief rally, Knapp said.So what could go wrong? If there's a risk at the coming meeting, it likely comes from Powell's post-meeting news conference.Where Is Fed Put For Dow Jones?When the Federal Reserve last combined rate hikes with balance-sheet tightening, the stock market tanked in the fall of 2018, flirting with bear-market territory. The Dow Jones fell 19.5% from the October 2018 peak to December's trough. Over the same period, the S&P 500 fell as much as 20% and the Nasdaq 24%.Powell alluded to that history at his news conference following last December's Fed meeting. \"In dealing with balance sheet issues, we've learned that it's best to take a careful sort of methodical approach. Markets can be sensitive to it.\"Powell was asked in September 2018 what it would take for the Fed to respond to financial market weakness. His answer: \"a significant correction and lasting correction.\"In fact, the fall 2018 market sell-off helped sparked a policy rethink at the time. In early January 2019, the Fed signaled retreat. By fall, rate hikes turned to rate cuts and the Fed renewed bond purchases. However, it was a pretty simple matter for the Fed to backpedal in early 2019 because inflation was tame.If asked again, the big question now is whether Powell's answer would be the same. Likely not. So the stock market reaction this week may depend on how gracefully Powell dances around that question.A put option gives investors downside protection if a stock falls below a certain price. There's certainly some stock market level and some economic circumstances that would spur Powell and other policymakers to ride to the rescue.Is A Weak Stock Market Part Of Fed's Plan?As Powell explained at his March 16 news conference following the latest Federal Reserve meeting, monetary policy \"reaches the real economy\" by changing financial conditions, such as market-based interest rates and stock prices.As of Tuesday's close, the Dow has fallen 10% from its all-time closing high. The S&P 500 has lost 13% and the Nasdaq nearly 22%. Except for the Nasdaq, this sell-off isn't close to levels that spurred a policy rethink at the start of 2019.The Dow Jones and other major indexes sold off hard early Monday, with the S&P 500 and Nasdaq hitting their lowest levels in more than a year. The drop came as the 10-year Treasury yield briefly touched 3% for the first time since 2018. Yet the Dow, S&P and Nasdaq managed to reverse higher on Monday and tacked on another modest gain on Tuesday.This action feels like the wash-out could be done for now. But is the selling sufficient to satisfy the Fed?The Fed doesn't directly target any level for the stock market. However, it's fair to say that a rising Dow Jones would work against the Fed's goal to tighten financial conditions.Further, recent commentary from Fed vice chair Lael Brainard highlighted inflation as particularly insidious for low-income Americans. That suggests policymakers may see the trade-off of lower stock prices to tame the scourge of inflation as enhancing equality.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061797150,"gmtCreate":1651674623781,"gmtModify":1676534946898,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Greatt...","listText":"Greatt...","text":"Greatt...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061797150","repostId":"2232071218","repostType":4,"repost":{"id":"2232071218","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1651673404,"share":"https://ttm.financial/m/news/2232071218?lang=&edition=fundamental","pubTime":"2022-05-04 22:10","market":"us","language":"en","title":"Lithium for EVs Stays Hot. Livent Stock Surges After Strong Earnings, Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=2232071218","media":"Dow Jones","summary":"The lithium business is hot. Thank electric vehicles. And stock in lithium miner Livent is surging a","content":"<html><head></head><body><p>The lithium business is hot. Thank electric vehicles. And stock in lithium miner Livent is surging after the company&#39;s strong outlook impressed investors.</p><p>Livent (ticker: LTHM) shares are up almost 23% in early Wednesday trading. The S&amp;P 500 and Dow Jones Industrial Average are up about 0.4% and 0.3%, respectively.</p><p>Livent reported earnings per share of 21 cents on sales of $143.5 million. Wall Street was looking for EPS of 13 cents on sales of about $140 million. Earnings helped, but the outlook is doing more for shares.</p><p>For the full year, Livent now expects earnings before interest, taxes, depreciation, and amortization, Ebitda, of about $320 million on sales of almost $800 million. The new guidance is a huge increase from prior guidance and far above Wall Street&#39;s expectations.</p><p>Prior guidance called for Ebitda of about $180 million on sales of $570 million, while analysts were projecting 2022 Ebitda of about $220 million on sales of $638 million.</p><p>&#34;Strong lithium demand growth has continued in 2022,&#34; said CEO Paul Graves in the company&#39;s news release. &#34;Published lithium prices in all forms have increased rapidly amid very tight market conditions and Livent continues to achieve higher realized prices across its entire product portfolio.&#34; Lithium is a key ingredient in lithium-ion batteries used in a host of applications, including EVs.</p><p>Benchmark lithium prices are up about are up about 67% year to date. Those are spot prices. Most lithium is sold on contract. But when spot is above contract, contract renewal prices move higher.</p><p>Lithium miner Albemarle <a href=\"https://laohu8.com/S/ALB.UK\">$(ALB.UK)$</a> reports earnings after the close on Wednesday.</p><p>Coming into Wednesday trading, Livent stock was down about 10% year to date. Albemarle stock has dropped about 16%</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>Lithium for EVs Stays Hot. Livent Stock Surges After Strong Earnings, Guidance</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\">\nLithium for EVs Stays Hot. Livent Stock Surges After Strong Earnings, Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-04 22:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The lithium business is hot. Thank electric vehicles. And stock in lithium miner Livent is surging after the company&#39;s strong outlook impressed investors.</p><p>Livent (ticker: LTHM) shares are up almost 23% in early Wednesday trading. The S&amp;P 500 and Dow Jones Industrial Average are up about 0.4% and 0.3%, respectively.</p><p>Livent reported earnings per share of 21 cents on sales of $143.5 million. Wall Street was looking for EPS of 13 cents on sales of about $140 million. Earnings helped, but the outlook is doing more for shares.</p><p>For the full year, Livent now expects earnings before interest, taxes, depreciation, and amortization, Ebitda, of about $320 million on sales of almost $800 million. The new guidance is a huge increase from prior guidance and far above Wall Street&#39;s expectations.</p><p>Prior guidance called for Ebitda of about $180 million on sales of $570 million, while analysts were projecting 2022 Ebitda of about $220 million on sales of $638 million.</p><p>&#34;Strong lithium demand growth has continued in 2022,&#34; said CEO Paul Graves in the company&#39;s news release. &#34;Published lithium prices in all forms have increased rapidly amid very tight market conditions and Livent continues to achieve higher realized prices across its entire product portfolio.&#34; Lithium is a key ingredient in lithium-ion batteries used in a host of applications, including EVs.</p><p>Benchmark lithium prices are up about are up about 67% year to date. Those are spot prices. Most lithium is sold on contract. But when spot is above contract, contract renewal prices move higher.</p><p>Lithium miner Albemarle <a href=\"https://laohu8.com/S/ALB.UK\">$(ALB.UK)$</a> reports earnings after the close on Wednesday.</p><p>Coming into Wednesday trading, Livent stock was down about 10% year to date. Albemarle stock has dropped about 16%</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LTHM":"Livent Corp."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232071218","content_text":"The lithium business is hot. Thank electric vehicles. And stock in lithium miner Livent is surging after the company's strong outlook impressed investors.Livent (ticker: LTHM) shares are up almost 23% in early Wednesday trading. The S&P 500 and Dow Jones Industrial Average are up about 0.4% and 0.3%, respectively.Livent reported earnings per share of 21 cents on sales of $143.5 million. Wall Street was looking for EPS of 13 cents on sales of about $140 million. Earnings helped, but the outlook is doing more for shares.For the full year, Livent now expects earnings before interest, taxes, depreciation, and amortization, Ebitda, of about $320 million on sales of almost $800 million. The new guidance is a huge increase from prior guidance and far above Wall Street's expectations.Prior guidance called for Ebitda of about $180 million on sales of $570 million, while analysts were projecting 2022 Ebitda of about $220 million on sales of $638 million.\"Strong lithium demand growth has continued in 2022,\" said CEO Paul Graves in the company's news release. \"Published lithium prices in all forms have increased rapidly amid very tight market conditions and Livent continues to achieve higher realized prices across its entire product portfolio.\" Lithium is a key ingredient in lithium-ion batteries used in a host of applications, including EVs.Benchmark lithium prices are up about are up about 67% year to date. Those are spot prices. Most lithium is sold on contract. But when spot is above contract, contract renewal prices move higher.Lithium miner Albemarle $(ALB.UK)$ reports earnings after the close on Wednesday.Coming into Wednesday trading, Livent stock was down about 10% year to date. Albemarle stock has dropped about 16%","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061381785,"gmtCreate":1651567927879,"gmtModify":1676534928464,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Gogo go","listText":"Gogo go","text":"Gogo go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061381785","repostId":"1158466057","repostType":4,"repost":{"id":"1158466057","pubTimestamp":1651560784,"share":"https://ttm.financial/m/news/1158466057?lang=&edition=fundamental","pubTime":"2022-05-03 14:53","market":"us","language":"en","title":"The Walt Disney Company: 2022 Could Be a Payback Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1158466057","media":"InvestorPlace","summary":"Disney is a fast-growing company with enriching profitabilitySource: Volodymyr Plysiuk / Shutterstoc","content":"<html><head></head><body><p>Disney is a fast-growing company with enriching profitability</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815dd604df8069c3eb71cf9d8d4eb096\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"/><span>Source: Volodymyr Plysiuk / Shutterstock.com</span></p><p><b>The Walt Disney Company</b> (NYSE:<b><u>DIS</u></b>) faced numerous challenges in the past few years, prompting a bearish trend for the entertainment company. DIS stock lost nearly 20% in the past month and is down 28% year-to-date to $111.43 per share. The stock has been mostly flat over the day, but a trend reversal might not take investors by surprise.</p><p>Closed theme parks during the pandemic and the recent political clash with Florida Governor Ron DeSantis, resulting in dissolving Disney’s district powers in Florida, contributed to sending DIS stock close to pandemic lows. While the measure allows for a reestablishment of Disney’s district in the future, these hiccups might continue to weigh on the stock in the short-term. Yet, the selling pressure has been inflated and the political battle is not expected to impede the strong fundamentals of the diversified entertainment company.</p><p>After investing substantially to grow the company, 2022 might be the payback year. Analysts expect Disney’s top line to increase 25.7% to $84.7 billion this year, whereas net profit is forecasted to soar 201.2% year-over-year to $6 billion. With this solid advance, the group is expected to increase profit margins by 413 basis points to 7.09% this year. Additionally, net debt should decline moderately over the year, down 6.3% to $36.02 billion, representing a manageable leverage ratio of 2.21x in 2022.</p><p>DIS stock is, however, overvalued in terms of valuation metrics. The bearish momentum could bring renewed headwinds to the stock. The company exchanges at 32.4x forward price-to-earnings ratio and 14.7x 2022e enterprise-value to-EBITDA ratio. Despite that,the upside potential on DIS stock stands at 65.84% in the next twelve months. This corresponds to a target price of $184.95 per share. Besides, Disney has a strong buy rating and recent weakness is an opportunity to acquire a fast-growing company with enriching profitability.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Walt Disney Company: 2022 Could Be a Payback Year</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 Walt Disney Company: 2022 Could Be a Payback Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 14:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/dis-stock-the-opportunity-to-buy-this-leading-entertainment-firm-will-not-last/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney is a fast-growing company with enriching profitabilitySource: Volodymyr Plysiuk / Shutterstock.comThe Walt Disney Company (NYSE:DIS) faced numerous challenges in the past few years, prompting a...</p>\n\n<a href=\"https://investorplace.com/2022/05/dis-stock-the-opportunity-to-buy-this-leading-entertainment-firm-will-not-last/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://investorplace.com/2022/05/dis-stock-the-opportunity-to-buy-this-leading-entertainment-firm-will-not-last/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158466057","content_text":"Disney is a fast-growing company with enriching profitabilitySource: Volodymyr Plysiuk / Shutterstock.comThe Walt Disney Company (NYSE:DIS) faced numerous challenges in the past few years, prompting a bearish trend for the entertainment company. DIS stock lost nearly 20% in the past month and is down 28% year-to-date to $111.43 per share. The stock has been mostly flat over the day, but a trend reversal might not take investors by surprise.Closed theme parks during the pandemic and the recent political clash with Florida Governor Ron DeSantis, resulting in dissolving Disney’s district powers in Florida, contributed to sending DIS stock close to pandemic lows. While the measure allows for a reestablishment of Disney’s district in the future, these hiccups might continue to weigh on the stock in the short-term. Yet, the selling pressure has been inflated and the political battle is not expected to impede the strong fundamentals of the diversified entertainment company.After investing substantially to grow the company, 2022 might be the payback year. Analysts expect Disney’s top line to increase 25.7% to $84.7 billion this year, whereas net profit is forecasted to soar 201.2% year-over-year to $6 billion. With this solid advance, the group is expected to increase profit margins by 413 basis points to 7.09% this year. Additionally, net debt should decline moderately over the year, down 6.3% to $36.02 billion, representing a manageable leverage ratio of 2.21x in 2022.DIS stock is, however, overvalued in terms of valuation metrics. The bearish momentum could bring renewed headwinds to the stock. The company exchanges at 32.4x forward price-to-earnings ratio and 14.7x 2022e enterprise-value to-EBITDA ratio. Despite that,the upside potential on DIS stock stands at 65.84% in the next twelve months. This corresponds to a target price of $184.95 per share. Besides, Disney has a strong buy rating and recent weakness is an opportunity to acquire a fast-growing company with enriching profitability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061383223,"gmtCreate":1651567795398,"gmtModify":1676534928463,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061383223","repostId":"2232470744","repostType":4,"repost":{"id":"2232470744","pubTimestamp":1651562190,"share":"https://ttm.financial/m/news/2232470744?lang=&edition=fundamental","pubTime":"2022-05-03 15:16","market":"us","language":"en","title":"Visa, Mastercard, & American Express: What is in the Cards After Q1 Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=2232470744","media":"TipRanks","summary":"The rising global economic unpredictability emerging due to supply chain logjams, higher inflation, ","content":"<div>\n<p>The rising global economic unpredictability emerging due to supply chain logjams, higher inflation, and an uptick in interest rates does not seem to have dampened the enthusiasm of U.S. consumers when...</p>\n\n<a href=\"https://www.tipranks.com/news/article/visa-mastercard-american-express-what-is-in-the-cards-after-q1-earnings/\">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>Visa, Mastercard, & American Express: What is in the Cards After Q1 Earnings?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVisa, Mastercard, & American Express: What is in the Cards After Q1 Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 15:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/visa-mastercard-american-express-what-is-in-the-cards-after-q1-earnings/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The rising global economic unpredictability emerging due to supply chain logjams, higher inflation, and an uptick in interest rates does not seem to have dampened the enthusiasm of U.S. consumers when...</p>\n\n<a href=\"https://www.tipranks.com/news/article/visa-mastercard-american-express-what-is-in-the-cards-after-q1-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AXP":"美国运通","MA":"万事达","V":"Visa"},"source_url":"https://www.tipranks.com/news/article/visa-mastercard-american-express-what-is-in-the-cards-after-q1-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232470744","content_text":"The rising global economic unpredictability emerging due to supply chain logjams, higher inflation, and an uptick in interest rates does not seem to have dampened the enthusiasm of U.S. consumers when it comes to spending.So far, data from all three credit card giants including Visa, Mastercard, and American Express has echoed the same sentiment – that U.S. consumers are spending more. Data from American Express indicated that in Q1, consumers in the U.S. spent around 20% on travel and entertainment, adjusting for exchange rate fluctuations, when compared to the same time period in 2019.Last week, we compared Visa and Mastercard just before the two companies were going to announce their Q1 earnings. This week, let us look at how the three major credit card companies,  Visa, Mastercard, and American Express are likely to fare following their calendar Q1 earnings using the TipRanks stock comparison tool.We will also look at what Wall Street analysts are saying about these stocks post their-Q1 earnings.Visa (NYSE: V)Shares of Visa are up 3.3% in the last five days as the global payments technology giant announced its fiscal Q2 earnings last week. The company delivered strong quarterly results even amid geopolitical uncertainty and its decision to suspend operations in Russia.Visa generated net revenues of $7.2 billion, up 25% year-over-year, surpassing consensus estimates of $6.83 billion. Adjusted earnings came in at $1.79 per share, up 30% year-over-year and beating analysts’ estimates of $1.65 per share.Alfred F. Kelly Jr., Chairman and CEO of Visa commented, “We had solid growth in most countries around the globe and across all elements of our business, with revenue growth of over 20% in consumer payments, new flows and value added services.”When it came to Visa’s outlook for the rest of this year, it expects that suspension of its business in Russia could result in its H2 revenues this year declining by 4%. The company anticipates that the growth in its domestic payments volume will remain robust.Regarding international payment volumes, there appears to be no impact even with the current uncertainties regarding high inflation, supply chain constraints, the conflict between Russia and Ukraine, and rising interest rates.Robert W. Baird analyst David Koning remained bullish on the stock following the print, assigning a Buy rating with a price target of $290 on the stock. Koning’s price target implies an upside potential of 36.1% on the stock at levels seen before market open on Monday.The analyst’s investment rationale for the stock includes a few key positives. Those being significant barriers to entry for Visa’s competitors given the company’s “well-established brand and extensive merchant-acceptance network,” and the rising shift towards card payments.By Koning’s estimate, the market share for card payments in the U.S. has grown from 32% in 2001 to more than 50% in 2014, will and continue to increase further. The analyst is upbeat about Visa’s growth in international markets and believes that these markets “can generate double-digit growth over the next several years, driven by consumer spending and the shift to cards.”Other positives for the stock include Visa’s “highly fixed” processing costs that create “very high incremental margins (85-90%+)” and a recovery in international travel that could see higher cross-border transaction fees as a proportion of Visa’s revenues.Other analysts on Wall Street are also optimistic about the stock with a Strong Buy consensus rating based on 15 Buys and two Holds. The average Visa stock forecast is $271.63, implying an upside potential of 30.5% from early morning trading levels on Monday.Mastercard (NYSE: MA)Mastercard also delivered robust Q1 earnings driven by cross-border volumes that grew 53% year-over-year on a local-currency basis. The credit card giant generated net revenues of $5.2 billion, up 28% year-over-year on a currency-neutral basis which outpaced consensus estimates of $4.91 billion.Adjusted diluted earnings came in at $2.76 per share, surpassing analysts’ estimates of $2.17 per share by 59 cents.Michael Miebach, Mastercard’s CEO, commented that while cross-border travel is above 2019 levels for the first time as of March and the company is seeing “strong traction in consumer and small business payments, Mastercard Installments and our work across the digital asset space.”It was this recovery in cross-border travel that buoyed up Jefferies analyst Trevor Williams following the Q1 earnings. The analyst reiterated a Buy on the stock and raised the price target to $440 from $425, implying an upside potential of 21.1% to early morning trading levels on Monday.In his report, the analyst added, “The travel recovery has carried momentum into April, consumer spending remains durable, and mgmt. deliberately did not pull its 3yr targets despite Russia dragging the revenue CAGR [Compounded Annual Growth Rate] by 2ppt.”Wall Street analysts are also bullish about the stock with a Strong Buy consensus rating based on 15 Buys and only one Sell. The average Mastercard stock forecast is $435.06, implying an upside potential of 21.3% from early morning trading levels on Monday.American Express (NYSE: AXP)American Express is yet another card company that benefitted from higher spending by credit cardholders in Q1. The company’s earnings came in at $2.73 per share, down one cent year-over-year, beating analysts’ estimates of $2.48 per share. AXP generated net revenues of $11.74 billion, up 29% compared to the year-ago quarter, surpassing estimates of $10.64 billion.Stephen J. Squeri, Chairman and CEO of American Express stated in the company’s Q1 press release that small to medium-sized businesses and Millennial and Gen Z card members saw strong expenditure, up by 30% and 56%, respectively.Squeri added that Goods and Services spending, which comprises the largest category of spending on AXP’s network, “continued to accelerate in the quarter, growing 21 percent on an FX-adjusted basis over last year. Travel and Entertainment spending was up 121 percent on an FX-adjusted basis over a year ago and essentially reached pre-pandemic levels globally for the first time in March, driven by continued strength in consumer travel.”However, AXP’s outlook for FY22 disappointed analysts as AXP anticipates earnings to be in the range of $9.25 and $9.65 per share versus analysts having estimated its EPS to be $9.71 per share. The company estimates revenues to grow in the range of 18% to 20%.However, Citigroup analyst Arren Cyganovich remained sidelined on the stock with a Hold rating but raised the price target to $190 from $187. According to the analyst, AXP’s earnings beat was more due to lower tax rate and provisions than organic growth.the rest of the analysts on Wall Street, however, are cautiously optimistic about the stock with a Moderate Buy consensus rating based on eight Buys and eight Holds. The average AXP stock forecast is $203.07, implying an upside potential of 18% from early morning trading levels on Monday.A Dissenting OpinionHowever, Piper Sandler analyst Christopher Donat has been the lone voice of dissent among the overall bullishness on the Street when it comes to Mastercard and Visa. The analyst downgraded Visa to a Hold and MA to a Sell, following their calendar Q1 results.According to Donat, there is a possibility of Europe entering into a recession in 2023 and as he pointed out, “Europe is MA’s largest region and V’s second largest. We think that a more challenging revenue scenario in 2023 will put future pressure on earnings estimates and the P/E multiples for both companies.”Excluding Donat, the overall sentiment of Wall Street analysts remains optimistic regarding these three companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061383902,"gmtCreate":1651567721125,"gmtModify":1676534928439,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Time to go for it","listText":"Time to go for it","text":"Time to go for it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061383902","repostId":"2232744458","repostType":4,"repost":{"id":"2232744458","pubTimestamp":1651563948,"share":"https://ttm.financial/m/news/2232744458?lang=&edition=fundamental","pubTime":"2022-05-03 15:45","market":"us","language":"en","title":"Amazon's Stock Crashed. Is It Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2232744458","media":"Motley Fool","summary":"The e-commerce giant's shares are now down about 34% from highs hit last July.","content":"<html><head></head><body><p>The current market environment has been brutal for even the best growth stocks. Investors have plenty to worry about, including the escalating conflict in Europe, global supply chain disruptions, and the possibility that the Federal Reserve&#39;s plan to tame inflation will drive the economy into a recession.</p><p>Against this backdrop, <b>Amazon</b> has no shortage of challenges. The war in Ukraine is driving up fuel prices. Supply chain bottlenecks are making it difficult and more expensive to source products. And soaring inflation is leading consumers to cut back on discretionary spending.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F677155%2Finvestor-gettyimages-1272168490.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>Together, these and other issues resulted in Amazon&#39;s e-commerce sales falling 3% year over year in the first quarter, while its costs rose significantly. Investors responded by selling off its stock. Amazon&#39;s shares ended the trading day on Friday down 14% and near their 52-week lows.</p><p>Could this panic-fueled sell-off be the buying opportunity you&#39;ve been waiting for?</p><h2>Amazon is not just an e-commerce company</h2><p>Many investors still view Amazon primarily as an online retailer. And for good reason; Amazon controls nearly 40% of the U.S. e-commerce market. It generated a whopping $66.5 billion in online store sales in the first quarter alone, which comprised the lion&#39;s share of its revenue. So it&#39;s certainly understandable that investors focused most of their attention on the recent downturn in Amazon&#39;s e-commerce business.</p><p>However, it&#39;s important to note that Amazon generates most of its <i>profits</i> from its fast-growing cloud computing division. And that business is firing on all cylinders.</p><p>Amazon Web Services (AWS) grew revenue by 37% to $18.4 billion in the first quarter. Its operating income increased by an even more impressive 57%, to $6.5 billion. Remarkably, AWS was able to grow its sales at an extraordinary pace and expand its profit margins despite <b>Microsoft</b>&#39;s and (<b>Alphabet</b>-owned) Google&#39;s best efforts to wrestle away market share.</p><p>Better still, AWS has long runways for growth still ahead. Cloud computing is a massive global market that&#39;s projected to expand by 19% annually to more than $1.2 trillion by 2028, according to Grand View Research. AWS is the clear leader in this booming industry, with a roughly 33% market share, according to Synergy Research Group. With the cloud market slated to expand rapidly, AWS should have plenty of room to grow its sales and profits while maintaining its leadership position in the coming years.</p><h2>So, is it time to buy Amazon&#39;s stock? <b> </b></h2><p>With its shares down sharply following its post-earnings swoon, much of the near-term risks to Amazon&#39;s e-commerce operations are now reflected in its stock price. Amazon&#39;s current share price also likely understates its enormous long-term opportunity in cloud computing. For these reasons, now seems like a good time to consider building or adding to a position in Amazon.</p><p>Investing in high-quality businesses when they&#39;re on sale is a proven way to build wealth in the stock market -- and buying shares of Amazon today could help you do just that.</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>Amazon's Stock Crashed. Is It Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon's Stock Crashed. Is It Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 15:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/02/amazon-stock-crashed-is-it-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The current market environment has been brutal for even the best growth stocks. Investors have plenty to worry about, including the escalating conflict in Europe, global supply chain disruptions, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/amazon-stock-crashed-is-it-time-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/05/02/amazon-stock-crashed-is-it-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232744458","content_text":"The current market environment has been brutal for even the best growth stocks. Investors have plenty to worry about, including the escalating conflict in Europe, global supply chain disruptions, and the possibility that the Federal Reserve's plan to tame inflation will drive the economy into a recession.Against this backdrop, Amazon has no shortage of challenges. The war in Ukraine is driving up fuel prices. Supply chain bottlenecks are making it difficult and more expensive to source products. And soaring inflation is leading consumers to cut back on discretionary spending.Image source: Getty Images.Together, these and other issues resulted in Amazon's e-commerce sales falling 3% year over year in the first quarter, while its costs rose significantly. Investors responded by selling off its stock. Amazon's shares ended the trading day on Friday down 14% and near their 52-week lows.Could this panic-fueled sell-off be the buying opportunity you've been waiting for?Amazon is not just an e-commerce companyMany investors still view Amazon primarily as an online retailer. And for good reason; Amazon controls nearly 40% of the U.S. e-commerce market. It generated a whopping $66.5 billion in online store sales in the first quarter alone, which comprised the lion's share of its revenue. So it's certainly understandable that investors focused most of their attention on the recent downturn in Amazon's e-commerce business.However, it's important to note that Amazon generates most of its profits from its fast-growing cloud computing division. And that business is firing on all cylinders.Amazon Web Services (AWS) grew revenue by 37% to $18.4 billion in the first quarter. Its operating income increased by an even more impressive 57%, to $6.5 billion. Remarkably, AWS was able to grow its sales at an extraordinary pace and expand its profit margins despite Microsoft's and (Alphabet-owned) Google's best efforts to wrestle away market share.Better still, AWS has long runways for growth still ahead. Cloud computing is a massive global market that's projected to expand by 19% annually to more than $1.2 trillion by 2028, according to Grand View Research. AWS is the clear leader in this booming industry, with a roughly 33% market share, according to Synergy Research Group. With the cloud market slated to expand rapidly, AWS should have plenty of room to grow its sales and profits while maintaining its leadership position in the coming years.So, is it time to buy Amazon's stock?  With its shares down sharply following its post-earnings swoon, much of the near-term risks to Amazon's e-commerce operations are now reflected in its stock price. Amazon's current share price also likely understates its enormous long-term opportunity in cloud computing. For these reasons, now seems like a good time to consider building or adding to a position in Amazon.Investing in high-quality businesses when they're on sale is a proven way to build wealth in the stock market -- and buying shares of Amazon today could help you do just that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060640510,"gmtCreate":1651145149489,"gmtModify":1676534858378,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060640510","repostId":"2230414424","repostType":4,"repost":{"id":"2230414424","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":1651137896,"share":"https://ttm.financial/m/news/2230414424?lang=&edition=fundamental","pubTime":"2022-04-28 17:24","market":"us","language":"en","title":"VW Mulls Expanding U.S. Plant to Build ID.Buzz, Electric Pickup - Source","url":"https://stock-news.laohu8.com/highlight/detail?id=2230414424","media":"Reuters","summary":"BERLIN, April 28 (Reuters) - Volkswagen is considering an expansion of its Chattanooga plant in the ","content":"<html><head></head><body><p>BERLIN, April 28 (Reuters) - Volkswagen is considering an expansion of its Chattanooga plant in the United States to produce an electric pick-up and the new ID.Buzz microbus, a source close to the matter told Reuters on Thursday.</p><p>The move would help the German automaker grow its market share in North America, which it identified in March as the region with the greatest growth potential but which was unprofitable for several years before 2021.</p><p>Volkswagen said in March it was shifting production to China and the United States as a result of the war in Ukraine.</p><p>The carmaker plans to invest at least $7.1 billion over the next five years in North America and add 25 new electric vehicles there by 2030, with the aim of 50% of sales to be electric by then.</p><p>The Chattanooga plant, its only U.S. plant so far, which produces models including the Passat and Atlas, begun pilot production of the ID.4 electric crossover in March in preparation for a fall launch.</p><p>A top executive said in March that the ID.Buzz would initially be imported from Volkswagen&#39;s Hanover plant but that it could be ultimately assembled in the United States or Mexico.</p><p>Earlier on Thursday, Manager Magazin reported that the German carmaker was planning to build a second production plant in the United States, increasing its production capacity there to up to 600,000 vehicles per year.</p><p>Citing stakeholders, the magazine said the new plant could be built next to the current Chattanooga factory and that the carmaker is also considering construction of a battery cell plant.</p><p>Volkswagen declined to comment.</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>VW Mulls Expanding U.S. Plant to Build ID.Buzz, Electric Pickup - Source</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\">\nVW Mulls Expanding U.S. Plant to Build ID.Buzz, Electric Pickup - Source\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-28 17:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BERLIN, April 28 (Reuters) - Volkswagen is considering an expansion of its Chattanooga plant in the United States to produce an electric pick-up and the new ID.Buzz microbus, a source close to the matter told Reuters on Thursday.</p><p>The move would help the German automaker grow its market share in North America, which it identified in March as the region with the greatest growth potential but which was unprofitable for several years before 2021.</p><p>Volkswagen said in March it was shifting production to China and the United States as a result of the war in Ukraine.</p><p>The carmaker plans to invest at least $7.1 billion over the next five years in North America and add 25 new electric vehicles there by 2030, with the aim of 50% of sales to be electric by then.</p><p>The Chattanooga plant, its only U.S. plant so far, which produces models including the Passat and Atlas, begun pilot production of the ID.4 electric crossover in March in preparation for a fall launch.</p><p>A top executive said in March that the ID.Buzz would initially be imported from Volkswagen&#39;s Hanover plant but that it could be ultimately assembled in the United States or Mexico.</p><p>Earlier on Thursday, Manager Magazin reported that the German carmaker was planning to build a second production plant in the United States, increasing its production capacity there to up to 600,000 vehicles per year.</p><p>Citing stakeholders, the magazine said the new plant could be built next to the current Chattanooga factory and that the carmaker is also considering construction of a battery cell plant.</p><p>Volkswagen declined to comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAF":"Volkswagen AG","VLKAY":"大众汽车","VWAGY":"大众汽车ADR"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230414424","content_text":"BERLIN, April 28 (Reuters) - Volkswagen is considering an expansion of its Chattanooga plant in the United States to produce an electric pick-up and the new ID.Buzz microbus, a source close to the matter told Reuters on Thursday.The move would help the German automaker grow its market share in North America, which it identified in March as the region with the greatest growth potential but which was unprofitable for several years before 2021.Volkswagen said in March it was shifting production to China and the United States as a result of the war in Ukraine.The carmaker plans to invest at least $7.1 billion over the next five years in North America and add 25 new electric vehicles there by 2030, with the aim of 50% of sales to be electric by then.The Chattanooga plant, its only U.S. plant so far, which produces models including the Passat and Atlas, begun pilot production of the ID.4 electric crossover in March in preparation for a fall launch.A top executive said in March that the ID.Buzz would initially be imported from Volkswagen's Hanover plant but that it could be ultimately assembled in the United States or Mexico.Earlier on Thursday, Manager Magazin reported that the German carmaker was planning to build a second production plant in the United States, increasing its production capacity there to up to 600,000 vehicles per year.Citing stakeholders, the magazine said the new plant could be built next to the current Chattanooga factory and that the carmaker is also considering construction of a battery cell plant.Volkswagen declined to comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060640948,"gmtCreate":1651145013662,"gmtModify":1676534858361,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"[smile]&nbsp;[smile]&nbsp;","listText":"[smile]&nbsp;[smile]&nbsp;","text":"[smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060640948","repostId":"2230410286","repostType":4,"repost":{"id":"2230410286","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":1651141907,"share":"https://ttm.financial/m/news/2230410286?lang=&edition=fundamental","pubTime":"2022-04-28 18:31","market":"us","language":"en","title":"Eli Lilly Q1 EPS $2.62 Beats $2.13 Estimate, Sales $7.81B Beat $6.68B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2230410286","media":"Benzinga","summary":"Eli Lilly (NYSE:LLY) reported quarterly earnings of $2.62 per share which beat the analyst consensus estimate of $2.13 by 23 percent. This is a 40.11 percent increase over earnings of $1.87 per share from the same period","content":"<html><head></head><body><p>Eli Lilly (NYSE:LLY) reported quarterly earnings of $2.62 per share which beat the analyst consensus estimate of $2.13 by 23 percent. Eli Lilly stock rose 1.78% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/0c0ccc3ebb2862f19f4097ec0692c8c6\" tg-width=\"920\" tg-height=\"742\" width=\"100%\" height=\"auto\"/></p><p>This is a 40.11 percent increase over earnings of $1.87 per share from the same period last year.  </p><p>The company reported quarterly sales of $7.81 billion which beat the analyst consensus estimate of $6.68 billion by 16.92 percent. </p><p>This is a 14.76 percent increase over sales of $6.81 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>Eli Lilly Q1 EPS $2.62 Beats $2.13 Estimate, Sales $7.81B Beat $6.68B 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\">\nEli Lilly Q1 EPS $2.62 Beats $2.13 Estimate, Sales $7.81B Beat $6.68B 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\">2022-04-28 18:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Eli Lilly (NYSE:LLY) reported quarterly earnings of $2.62 per share which beat the analyst consensus estimate of $2.13 by 23 percent. Eli Lilly stock rose 1.78% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/0c0ccc3ebb2862f19f4097ec0692c8c6\" tg-width=\"920\" tg-height=\"742\" width=\"100%\" height=\"auto\"/></p><p>This is a 40.11 percent increase over earnings of $1.87 per share from the same period last year.  </p><p>The company reported quarterly sales of $7.81 billion which beat the analyst consensus estimate of $6.68 billion by 16.92 percent. </p><p>This is a 14.76 percent increase over sales of $6.81 billion the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230410286","content_text":"Eli Lilly (NYSE:LLY) reported quarterly earnings of $2.62 per share which beat the analyst consensus estimate of $2.13 by 23 percent. Eli Lilly stock rose 1.78% in premarket trading.This is a 40.11 percent increase over earnings of $1.87 per share from the same period last year.  The company reported quarterly sales of $7.81 billion which beat the analyst consensus estimate of $6.68 billion by 16.92 percent. This is a 14.76 percent increase over sales of $6.81 billion the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060657124,"gmtCreate":1651144891861,"gmtModify":1676534858343,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4109933328497822","idStr":"4109933328497822"},"themes":[],"htmlText":"Great[Like]&nbsp;","listText":"Great[Like]&nbsp;","text":"Great[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060657124","repostId":"1145310001","repostType":4,"repost":{"id":"1145310001","pubTimestamp":1651143705,"share":"https://ttm.financial/m/news/1145310001?lang=&edition=fundamental","pubTime":"2022-04-28 19:01","market":"fut","language":"en","title":"Tech Stocks Poised to Gain Ahead of Apple, Amazon Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1145310001","media":"the wall street journal","summary":"Technology stocks were poised to gain as investors cheered earnings from Meta Platforms and awaited ","content":"<html><head></head><body><p>Technology stocks were poised to gain as investors cheered earnings from Meta Platforms and awaited results from Twitter, Apple and Amazon. AMZN -0.88% com.</p><p>The Facebook FB -3.32% owner’s stock rose 17% in premarket trading Thursday after the company said it had added more users than investors expected in the first quarter. That gain helped send Nasdaq-100 futures up 2.1%, pointing to a broader rally in tech shares.</p><p>Futures for the S&amp;P 500 rose 1.6% and Dow Jones Industrial Average contracts added 1%. In the bond market, the yield on 10-year Treasury notes ticked up to 2.820% from 2.817%. Yields and bond prices move in opposite directions.</p><p>The sharp rise in stock futures highlighted the uncertainty investors face as the Federal Reserve embarks on a series of interest-rate rises to quell inflation. Thursday’s rally contrasted with the swoon in tech stocks after Netflix earnings disappointed investors earlier in April. With little visibility over how higher rates will filter through the wider economy, money managers say trading has been thin and prone to whipsaw moves in both directions.</p><p>Investors will get a glimpse of how decades-high inflation—and the Fed’s response—are affecting consumer sentiment when Apple and Amazon file quarterly results after the closing bell. Twitter, which this week agreed to be bought by Elon Musk for $44 billion, is due to report before markets open along with industrial bellwether Caterpillar, investment firm Carlyle Group and McDonald’s.</p><p>“I don’t think people have a lot of conviction at all,” said John Roe, head of multiasset funds at Legal &amp; General Investment Management. “It’s a period of time when fundamental uncertainty is at a particularly high level.”</p><p>Volatility in the stock market hasn’t sustained at such a high level since the 2008 financial crisis, with the exception of the start of the pandemic, Mr. Roe said. Bond volatility is the highest since the financial crisis outright, he added.</p><p>Overseas markets rallied. The Stoxx Europe 600 rose 0.9%, led by shares of auto firms, tech companies and banks.</p><p>Standard Chartered jumped 16% after the U.K.-listed lender said profits rose in the first quarter. Volvo Car said revenues rose, sending shares of the Swedish car maker 7.3% higher.</p><p>Chinese markets regained their footing after tumbling on concerns that lockdowns in major cities would slow growth in the world’s second-largest economy. The Shanghai Composite Index edged up 0.6%. Hong Kong’s Hang Seng rose 1.7%.</p><p>The Nikkei 225 gained 1.8% after the Bank of Japan reinforced its commitment to low interest rates despite rising inflation. The central bank said it would purchase 10-year Japanese government bonds at a yield of 0.25% every business day to ensure that the yield doesn’t exceed that level.</p><p>The commitment to easy monetary policy contrasts with the stance of the Fed, and sent the yen lower against the dollar. Japan’s currency tumbled to about 129.80 yen per dollar, the weakest level since 2002. The offshore yuan weakened about 0.9%, with one dollar buying about 6.647 yuan.</p><p>The WSJ Dollar Index rose 0.6% to 95.71, its highest since March 2020, when the early spread of Covid-19 was causing stress across global markets.</p><p>In commodities, European natural-gas markets calmed after prices shot up when Russia turned off supplies to two European Union members Wednesday. Prices for gas futures fell 4.4% to 102.68 euros, equivalent to $107.97, a megawatt-hour.</p><p>Benchmark Brent oil futures ticked up 0.2% to $105.10 a barrel.</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>Tech Stocks Poised to Gain Ahead of Apple, Amazon Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Stocks Poised to Gain Ahead of Apple, Amazon Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 19:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-04-28-2022-11651131605><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks were poised to gain as investors cheered earnings from Meta Platforms and awaited results from Twitter, Apple and Amazon. AMZN -0.88% com.The Facebook FB -3.32% owner’s stock rose ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-04-28-2022-11651131605\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-04-28-2022-11651131605","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145310001","content_text":"Technology stocks were poised to gain as investors cheered earnings from Meta Platforms and awaited results from Twitter, Apple and Amazon. AMZN -0.88% com.The Facebook FB -3.32% owner’s stock rose 17% in premarket trading Thursday after the company said it had added more users than investors expected in the first quarter. That gain helped send Nasdaq-100 futures up 2.1%, pointing to a broader rally in tech shares.Futures for the S&P 500 rose 1.6% and Dow Jones Industrial Average contracts added 1%. In the bond market, the yield on 10-year Treasury notes ticked up to 2.820% from 2.817%. Yields and bond prices move in opposite directions.The sharp rise in stock futures highlighted the uncertainty investors face as the Federal Reserve embarks on a series of interest-rate rises to quell inflation. Thursday’s rally contrasted with the swoon in tech stocks after Netflix earnings disappointed investors earlier in April. With little visibility over how higher rates will filter through the wider economy, money managers say trading has been thin and prone to whipsaw moves in both directions.Investors will get a glimpse of how decades-high inflation—and the Fed’s response—are affecting consumer sentiment when Apple and Amazon file quarterly results after the closing bell. Twitter, which this week agreed to be bought by Elon Musk for $44 billion, is due to report before markets open along with industrial bellwether Caterpillar, investment firm Carlyle Group and McDonald’s.“I don’t think people have a lot of conviction at all,” said John Roe, head of multiasset funds at Legal & General Investment Management. “It’s a period of time when fundamental uncertainty is at a particularly high level.”Volatility in the stock market hasn’t sustained at such a high level since the 2008 financial crisis, with the exception of the start of the pandemic, Mr. Roe said. Bond volatility is the highest since the financial crisis outright, he added.Overseas markets rallied. The Stoxx Europe 600 rose 0.9%, led by shares of auto firms, tech companies and banks.Standard Chartered jumped 16% after the U.K.-listed lender said profits rose in the first quarter. Volvo Car said revenues rose, sending shares of the Swedish car maker 7.3% higher.Chinese markets regained their footing after tumbling on concerns that lockdowns in major cities would slow growth in the world’s second-largest economy. The Shanghai Composite Index edged up 0.6%. Hong Kong’s Hang Seng rose 1.7%.The Nikkei 225 gained 1.8% after the Bank of Japan reinforced its commitment to low interest rates despite rising inflation. The central bank said it would purchase 10-year Japanese government bonds at a yield of 0.25% every business day to ensure that the yield doesn’t exceed that level.The commitment to easy monetary policy contrasts with the stance of the Fed, and sent the yen lower against the dollar. Japan’s currency tumbled to about 129.80 yen per dollar, the weakest level since 2002. The offshore yuan weakened about 0.9%, with one dollar buying about 6.647 yuan.The WSJ Dollar Index rose 0.6% to 95.71, its highest since March 2020, when the early spread of Covid-19 was causing stress across global markets.In commodities, European natural-gas markets calmed after prices shot up when Russia turned off supplies to two European Union members Wednesday. Prices for gas futures fell 4.4% to 102.68 euros, equivalent to $107.97, a megawatt-hour.Benchmark Brent oil futures ticked up 0.2% to $105.10 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9012654360,"gmtCreate":1649330571955,"gmtModify":1676534492544,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012654360","repostId":"2225928597","repostType":4,"repost":{"id":"2225928597","pubTimestamp":1649337763,"share":"https://ttm.financial/m/news/2225928597?lang=&edition=fundamental","pubTime":"2022-04-07 21:22","market":"us","language":"en","title":"Why Billionaire Warren Buffett Took A Stake In HP","url":"https://stock-news.laohu8.com/highlight/detail?id=2225928597","media":"Yahoo Finance","summary":"HP's stock hasn't been properly valued by investors, hence Buffett enters smelling a dislocation.","content":"<html><head></head><body><p>In many respects, <a href=\"https://laohu8.com/S/HPQ\">HP</a> has earned the stamp of approval from billionaire investor Warren Buffett.</p><p>Buffett&#39;s Berkshire Hathaway revealed it owned 121 million shares of HP in a new filing Wednesday evening. The investment — valued at $4.2 billion — gives Berkshire Hathaway a roughly 11.4% stake in HP.</p><p>&#34;Berkshire Hathaway is one of the world’s most respected investors and we welcome them as an investor in HP Inc,&#34; an HP spokesperson said.</p><p>Buffett&#39;s investment makes sense for several reasons.</p><p>First, HP has been humming right along under CEO Enrique Lores as his operational turnaround continues to bear fruit.</p><p>The company squashed analyst profit forecasts for its first fiscal quarter (reported in late February), powered by strong sales of commercial computers and printers. HP said commercial computer and printer sales rose 26% and 9%, respectively, from the prior year.</p><p>The strength in commercial computers and printers offset a more muted performance for consumer products. HP said consumer PC sales fell 1%, while consumer printing sales dropped 23%.</p><p>Operating profit margins expanded 70 basis points in HP&#39;s personal systems segment, but declined 160 basis points in the printing business.</p><p>HP — a prolific purchaser of its own stock under Lores — repurchased another $1.8 billion of its stock in the quarter.</p><p>The company offered up an upbeat outlook despite ongoing supply-chain constraints and a slowing PC market.</p><p>For the second fiscal quarter, HP sees EPS in a range of $1.02 to $1.08. Analysts had estimated $1.02 a share. The company lifted its full year EPS outlook to $4.18 to $4.38 a share from $4.07 to $4.27 previously. Wall Street was modeling for $4.17 a share.</p><p>While HP has rolled right along during the pandemic — in part also fueled by aggressive cost management that has bolstered profits — Lores has begun to put his stamp on the company&#39;s future through acquisitions.</p><p>The company said in late March it would buy workplace collaboration solutions provider Poly for $3.3 billion. That comes on the heels of a 2021 acquisition of gaming peripheral maker HyperX for $425 million.</p><p>Despite all of these efforts, an argument could be made that HP&#39;s stock hasn&#39;t been properly valued by investors — hence Buffett enters smelling a dislocation.</p><p>HP shares only trade on a forward price-to-earnings multiple of 8.5 times. That&#39;s well below the forward PE multiple on the S&amp;P 500 of about 18.2 times. It&#39;s also bizarrely below the 12 times rival Xerox shares fetch, in the face of less stronger performance than HP throughout the pandemic.</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>Why Billionaire Warren Buffett Took A Stake In HP</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 Billionaire Warren Buffett Took A Stake In HP\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-billionaire-warren-buffett-took-a-stake-in-hp-101104566.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In many respects, HP has earned the stamp of approval from billionaire investor Warren Buffett.Buffett's Berkshire Hathaway revealed it owned 121 million shares of HP in a new filing Wednesday evening...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-billionaire-warren-buffett-took-a-stake-in-hp-101104566.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPQ":"惠普","BRK.A":"伯克希尔"},"source_url":"https://finance.yahoo.com/news/why-billionaire-warren-buffett-took-a-stake-in-hp-101104566.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225928597","content_text":"In many respects, HP has earned the stamp of approval from billionaire investor Warren Buffett.Buffett's Berkshire Hathaway revealed it owned 121 million shares of HP in a new filing Wednesday evening. The investment — valued at $4.2 billion — gives Berkshire Hathaway a roughly 11.4% stake in HP.\"Berkshire Hathaway is one of the world’s most respected investors and we welcome them as an investor in HP Inc,\" an HP spokesperson said.Buffett's investment makes sense for several reasons.First, HP has been humming right along under CEO Enrique Lores as his operational turnaround continues to bear fruit.The company squashed analyst profit forecasts for its first fiscal quarter (reported in late February), powered by strong sales of commercial computers and printers. HP said commercial computer and printer sales rose 26% and 9%, respectively, from the prior year.The strength in commercial computers and printers offset a more muted performance for consumer products. HP said consumer PC sales fell 1%, while consumer printing sales dropped 23%.Operating profit margins expanded 70 basis points in HP's personal systems segment, but declined 160 basis points in the printing business.HP — a prolific purchaser of its own stock under Lores — repurchased another $1.8 billion of its stock in the quarter.The company offered up an upbeat outlook despite ongoing supply-chain constraints and a slowing PC market.For the second fiscal quarter, HP sees EPS in a range of $1.02 to $1.08. Analysts had estimated $1.02 a share. The company lifted its full year EPS outlook to $4.18 to $4.38 a share from $4.07 to $4.27 previously. Wall Street was modeling for $4.17 a share.While HP has rolled right along during the pandemic — in part also fueled by aggressive cost management that has bolstered profits — Lores has begun to put his stamp on the company's future through acquisitions.The company said in late March it would buy workplace collaboration solutions provider Poly for $3.3 billion. That comes on the heels of a 2021 acquisition of gaming peripheral maker HyperX for $425 million.Despite all of these efforts, an argument could be made that HP's stock hasn't been properly valued by investors — hence Buffett enters smelling a dislocation.HP shares only trade on a forward price-to-earnings multiple of 8.5 times. That's well below the forward PE multiple on the S&P 500 of about 18.2 times. It's also bizarrely below the 12 times rival Xerox shares fetch, in the face of less stronger performance than HP throughout the pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011575210,"gmtCreate":1648895974982,"gmtModify":1676534419208,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011575210","repostId":"1196624996","repostType":4,"repost":{"id":"1196624996","pubTimestamp":1648883340,"share":"https://ttm.financial/m/news/1196624996?lang=&edition=fundamental","pubTime":"2022-04-02 15:09","market":"us","language":"en","title":"Toyota, GM Report Slowing U.S. Auto Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1196624996","media":"The Wall Street Journal","summary":"Major auto makers reported a pullback in U.S. sales for the first quarter of 2022, as a shortage of ","content":"<html><head></head><body><p>Major auto makers reported a pullback in U.S. sales for the first quarter of 2022, as a shortage of vehicles on dealership lots continued to hamper business and suppress buying activity ahead of what is typically a busy selling season.</p><p>Analysts are forecasting first-quarter sales for the industry could drop as much as 16% over the prior-year period, when car-lot stock was more plentiful and buyers, benefiting from a recovering economy, snatched up vehicles at a blistering pace.</p><p>Auto executives and dealers say underlying demand remains strong with most new cars and trucks sold almost as soon as they hit the lot. But supply-chain disruptions continue to weigh on factory production, limiting how fast car companies can restock dealerships and fulfill vehicle orders.</p><p>Toyota Motor Corp. held on to its U.S. sales lead over General Motors Co. in the first quarter, although both global auto-making giants reported double-digit declines in their sales results over the prior-year period.</p><p>Toyota’s U.S. sales slid nearly 15% in the just-ended quarter, while GM was down roughly 20%.</p><p>Among the other Asian car companies, Nissan Motor Co. reported a nearly 30% drop in U.S. sales for the January-to-March period. Hyundai Motor Co. said its U.S. sales were off 4% over the prior-year quarter. Honda Motor Co.’s first-quarter U.S. sales were down 23%.</p><p>Stellantis NV, the global car company that owns Jeep, Ram and other U.S. auto brands, also reported a 14% decline in U.S. sales for the quarter.</p><p>“Make no mistake, this market is stuck in low gear,” said Charlie Chesbrough, a senior economist for auto industry research firm Cox Automotive.</p><p>The global auto industry is also confronting new challenges this year with the Ukraine conflict and another wave of Covid-related factory restrictions in China threatening to worsen parts shortages for vehicle assembly lines, analysts say.</p><p>The industry’s annualized selling pace—a measure of the car market’s strength stripping out seasonal factors—is expected to slow to 12.7 million in the first quarter, according to J.D. Power. In comparison, auto makers last year sold just shy of 15 million vehicles in the U.S., the firm said, up slightly from 2020. For five straight years before the pandemic, the industry had eclipsed the mark of 17 million vehicles.</p><p>Ford Motor Co. has said it would release its sales figures Monday, while electric-car maker Tesla Inc. is expected to report its global delivery figures in the coming days.</p><p>March is typically a busy time for the auto industry, with car companies and dealerships stepping up sales promotions to entice buyers as the weather improves in many parts of the country. Last year, the industry had a blowout spring, with the selling pace approaching prepandemic levels.</p><p>Since then, obstacles have continued to mount for the car sector. A shortage of semiconductors—critical to assembly of most new vehicles today—has curtailed factory production, resulting in historically low levels of inventory on selling lots.</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>Toyota, GM Report Slowing U.S. Auto Sales</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\">\nToyota, GM Report Slowing U.S. Auto Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-02 15:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/car-sales-seen-sputtering-as-supply-chain-woes-hurt-production-11648805401?mod=business_lead_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Major auto makers reported a pullback in U.S. sales for the first quarter of 2022, as a shortage of vehicles on dealership lots continued to hamper business and suppress buying activity ahead of what ...</p>\n\n<a href=\"https://www.wsj.com/articles/car-sales-seen-sputtering-as-supply-chain-woes-hurt-production-11648805401?mod=business_lead_pos3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TM":"丰田汽车","GM":"通用汽车"},"source_url":"https://www.wsj.com/articles/car-sales-seen-sputtering-as-supply-chain-woes-hurt-production-11648805401?mod=business_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196624996","content_text":"Major auto makers reported a pullback in U.S. sales for the first quarter of 2022, as a shortage of vehicles on dealership lots continued to hamper business and suppress buying activity ahead of what is typically a busy selling season.Analysts are forecasting first-quarter sales for the industry could drop as much as 16% over the prior-year period, when car-lot stock was more plentiful and buyers, benefiting from a recovering economy, snatched up vehicles at a blistering pace.Auto executives and dealers say underlying demand remains strong with most new cars and trucks sold almost as soon as they hit the lot. But supply-chain disruptions continue to weigh on factory production, limiting how fast car companies can restock dealerships and fulfill vehicle orders.Toyota Motor Corp. held on to its U.S. sales lead over General Motors Co. in the first quarter, although both global auto-making giants reported double-digit declines in their sales results over the prior-year period.Toyota’s U.S. sales slid nearly 15% in the just-ended quarter, while GM was down roughly 20%.Among the other Asian car companies, Nissan Motor Co. reported a nearly 30% drop in U.S. sales for the January-to-March period. Hyundai Motor Co. said its U.S. sales were off 4% over the prior-year quarter. Honda Motor Co.’s first-quarter U.S. sales were down 23%.Stellantis NV, the global car company that owns Jeep, Ram and other U.S. auto brands, also reported a 14% decline in U.S. sales for the quarter.“Make no mistake, this market is stuck in low gear,” said Charlie Chesbrough, a senior economist for auto industry research firm Cox Automotive.The global auto industry is also confronting new challenges this year with the Ukraine conflict and another wave of Covid-related factory restrictions in China threatening to worsen parts shortages for vehicle assembly lines, analysts say.The industry’s annualized selling pace—a measure of the car market’s strength stripping out seasonal factors—is expected to slow to 12.7 million in the first quarter, according to J.D. Power. In comparison, auto makers last year sold just shy of 15 million vehicles in the U.S., the firm said, up slightly from 2020. For five straight years before the pandemic, the industry had eclipsed the mark of 17 million vehicles.Ford Motor Co. has said it would release its sales figures Monday, while electric-car maker Tesla Inc. is expected to report its global delivery figures in the coming days.March is typically a busy time for the auto industry, with car companies and dealerships stepping up sales promotions to entice buyers as the weather improves in many parts of the country. Last year, the industry had a blowout spring, with the selling pace approaching prepandemic levels.Since then, obstacles have continued to mount for the car sector. A shortage of semiconductors—critical to assembly of most new vehicles today—has curtailed factory production, resulting in historically low levels of inventory on selling lots.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035295987,"gmtCreate":1647602760760,"gmtModify":1676534249549,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Likely to drop on opening.&nbsp;","listText":"Likely to drop on opening.&nbsp;","text":"Likely to drop on opening.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035295987","repostId":"1155080326","repostType":4,"repost":{"id":"1155080326","pubTimestamp":1647593750,"share":"https://ttm.financial/m/news/1155080326?lang=&edition=fundamental","pubTime":"2022-03-18 16:55","market":"us","language":"en","title":"FedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1155080326","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p>FedEx Corporation FDX reported weaker-than-expected earnings for its third quarter, while sales exceeded estimates. The company said it expects an adjusted EPS of $20.50 to $21.50. FedEx shares dropped 3.8% to $219.29 in the after-hours trading session.</p><p>GameStop Corp GME reported a net loss for the fourth quarter on Thursday. Its net sales increased 6.2% to $1.88 billion, while its gross profit shrank 15.7% during the quarter. GameStop shares dipped 8% to $80.65 in after-hours trading.</p><p>Analysts expect CNFinance Holdings Limited CNF to post a quarterly loss at $0.01 per share on revenue of $71.32 million before the opening bell. CNFinance shares rose 6.2% to $3.79 in after-hours trading.</p><p>United States Steel Corp X issued weak earnings forecast for the first quarter. The company said it sees Q1 adjusted earnings to be in the range of $2.96 to $3 per share versus the estimate of $3.77 per share. United States Steel shares dropped 3.5% to $33.34 in the after-hours trading session.</p></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>FedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFedEx, GameStop, CNFinance and United States Steel: What to Watch in the Stock Market Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 16:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than-expected earnings for its third quarter, while sales exceeded estimates. The company said it ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递","CNF":"深泛联","GME":"游戏驿站","X":"美国钢铁"},"source_url":"https://www.benzinga.com/news/earnings/22/03/26196363/5-stocks-to-watch-for-march-18-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155080326","content_text":"Some of the stocks that may grab investor focus today are:FedEx Corporation FDX reported weaker-than-expected earnings for its third quarter, while sales exceeded estimates. The company said it expects an adjusted EPS of $20.50 to $21.50. FedEx shares dropped 3.8% to $219.29 in the after-hours trading session.GameStop Corp GME reported a net loss for the fourth quarter on Thursday. Its net sales increased 6.2% to $1.88 billion, while its gross profit shrank 15.7% during the quarter. GameStop shares dipped 8% to $80.65 in after-hours trading.Analysts expect CNFinance Holdings Limited CNF to post a quarterly loss at $0.01 per share on revenue of $71.32 million before the opening bell. CNFinance shares rose 6.2% to $3.79 in after-hours trading.United States Steel Corp X issued weak earnings forecast for the first quarter. The company said it sees Q1 adjusted earnings to be in the range of $2.96 to $3 per share versus the estimate of $3.77 per share. United States Steel shares dropped 3.5% to $33.34 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088521630,"gmtCreate":1650366981661,"gmtModify":1676534706069,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088521630","repostId":"2228106962","repostType":4,"repost":{"id":"2228106962","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":1650357097,"share":"https://ttm.financial/m/news/2228106962?lang=&edition=fundamental","pubTime":"2022-04-19 16:31","market":"us","language":"en","title":"U.S. Stocks To Watch: Netflix, Johnson & Johnson, Lockheed Martin and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2228106962","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Johnson &amp; Johnson (NYSE: JNJ) to report quarterly earnings at $2.61 per share on revenue of $23.67 billion before the opening bell. Johnson &amp; Johnson shares fell 0.1% to $177.58 in after-hours trading.\n","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Johnson &amp; Johnson</b> (NYSE:JNJ) to report quarterly earnings at $2.61 per share on revenue of $23.67 billion before the opening bell. Johnson &amp; Johnson shares fell 0.1% to $177.58 in after-hours trading.</li><li><b>J.B. Hunt Transport Services, Inc. </b> (NASDAQ:JBHT) reported better-than-expected results for its first quarter on Monday. J.B. Hunt shares gained 1.1% to $173.25 in the after-hours trading session.</li><li>Analysts are expecting <b>Netflix, Inc.</b> (NASDAQ:NFLX) to have earned $2.90 per share on revenue of $7.93 billion for the latest quarter. The company will release earnings after the markets close. Netflix shares gained 0.9% to $341.00 in after-hours trading.</li></ul><ul><li><b>NETGEAR, Inc. </b> (NASDAQ:NTGR) reported preliminary results for its first quarter. The company lowered its revenue guidance and now expects net revenue to be between $202 million and $212 million, compared to previous guidance of $225 million to $240 million. It plans to release the full results on April 27, 2022. NetGear shares dipped 11.4% to $20.50 in the after-hours trading session.</li><li>Analysts expect <b> Lockheed Martin Corporation </b> (NYSE:LMT) to report quarterly earnings at $6.21 per share on revenue of $15.55 billion before the opening bell. Lockheed Martin shares gained 0.1% to $467.54 in after-hours trading.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks To Watch: Netflix, Johnson & Johnson, Lockheed Martin and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks To Watch: Netflix, Johnson & Johnson, Lockheed Martin and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-04-19 16:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Johnson &amp; Johnson</b> (NYSE:JNJ) to report quarterly earnings at $2.61 per share on revenue of $23.67 billion before the opening bell. Johnson &amp; Johnson shares fell 0.1% to $177.58 in after-hours trading.</li><li><b>J.B. Hunt Transport Services, Inc. </b> (NASDAQ:JBHT) reported better-than-expected results for its first quarter on Monday. J.B. Hunt shares gained 1.1% to $173.25 in the after-hours trading session.</li><li>Analysts are expecting <b>Netflix, Inc.</b> (NASDAQ:NFLX) to have earned $2.90 per share on revenue of $7.93 billion for the latest quarter. The company will release earnings after the markets close. Netflix shares gained 0.9% to $341.00 in after-hours trading.</li></ul><ul><li><b>NETGEAR, Inc. </b> (NASDAQ:NTGR) reported preliminary results for its first quarter. The company lowered its revenue guidance and now expects net revenue to be between $202 million and $212 million, compared to previous guidance of $225 million to $240 million. It plans to release the full results on April 27, 2022. NetGear shares dipped 11.4% to $20.50 in the after-hours trading session.</li><li>Analysts expect <b> Lockheed Martin Corporation </b> (NYSE:LMT) to report quarterly earnings at $6.21 per share on revenue of $15.55 billion before the opening bell. Lockheed Martin shares gained 0.1% to $467.54 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁","JNJ":"强生","BK4020":"通信设备","BK4516":"特朗普概念","NTGR":"NETGEAR Inc","JBHT":"JB Hunt运输服务","BK4564":"太空概念","BK4187":"航天航空与国防","BK4520":"美国基建股","BK4022":"陆运"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228106962","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Johnson & Johnson (NYSE:JNJ) to report quarterly earnings at $2.61 per share on revenue of $23.67 billion before the opening bell. Johnson & Johnson shares fell 0.1% to $177.58 in after-hours trading.J.B. Hunt Transport Services, Inc.  (NASDAQ:JBHT) reported better-than-expected results for its first quarter on Monday. J.B. Hunt shares gained 1.1% to $173.25 in the after-hours trading session.Analysts are expecting Netflix, Inc. (NASDAQ:NFLX) to have earned $2.90 per share on revenue of $7.93 billion for the latest quarter. The company will release earnings after the markets close. Netflix shares gained 0.9% to $341.00 in after-hours trading.NETGEAR, Inc.  (NASDAQ:NTGR) reported preliminary results for its first quarter. The company lowered its revenue guidance and now expects net revenue to be between $202 million and $212 million, compared to previous guidance of $225 million to $240 million. It plans to release the full results on April 27, 2022. NetGear shares dipped 11.4% to $20.50 in the after-hours trading session.Analysts expect  Lockheed Martin Corporation  (NYSE:LMT) to report quarterly earnings at $6.21 per share on revenue of $15.55 billion before the opening bell. Lockheed Martin shares gained 0.1% to $467.54 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088972731,"gmtCreate":1650309345950,"gmtModify":1676534691582,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088972731","repostId":"1152635116","repostType":4,"repost":{"id":"1152635116","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":1650295415,"share":"https://ttm.financial/m/news/1152635116?lang=&edition=fundamental","pubTime":"2022-04-18 23:23","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading, Dow Jones and S&P 500 Turned Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1152635116","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading.Dow Jones, S&P 500 rose 0.09% and 0.01% separately,while Nasdaq","content":"<html><head></head><body><p>U.S. stocks mixed in morning trading.Dow Jones, S&amp;P 500 rose 0.09% and 0.01% separately,while Nasdaq slid 0.22%.<img src=\"https://static.tigerbbs.com/3520b55fe7e5bb20088f54d7a6f890e3\" tg-width=\"515\" tg-height=\"116\" 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>U.S. Stocks Mixed in Morning Trading, Dow Jones and S&P 500 Turned Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Mixed in Morning Trading, Dow Jones and S&P 500 Turned Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-18 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks mixed in morning trading.Dow Jones, S&amp;P 500 rose 0.09% and 0.01% separately,while Nasdaq slid 0.22%.<img src=\"https://static.tigerbbs.com/3520b55fe7e5bb20088f54d7a6f890e3\" tg-width=\"515\" tg-height=\"116\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152635116","content_text":"U.S. stocks mixed in morning trading.Dow Jones, S&P 500 rose 0.09% and 0.01% separately,while Nasdaq slid 0.22%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012085248,"gmtCreate":1649254060197,"gmtModify":1676534478480,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Expected","listText":"Expected","text":"Expected","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012085248","repostId":"1152483810","repostType":4,"repost":{"id":"1152483810","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":1649253676,"share":"https://ttm.financial/m/news/1152483810?lang=&edition=fundamental","pubTime":"2022-04-06 22:01","market":"us","language":"en","title":"Mega-cap Growth Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152483810","media":"Tiger Newspress","summary":"$Apple(AAPL)$, $Tesla(TSLA)$, $Amazon(AMZN)$, $Microsoft(MSFT)$, $AMD(AMD)$ and $Meta(CASH)$ Platforms dropped between 2% and 5%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platforms dropped between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/b2d79aa3d44d50cf9d3523a8b22d9d03\" tg-width=\"435\" tg-height=\"406\" 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>Mega-cap Growth Stocks Fell in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMega-cap Growth Stocks Fell in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-06 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platforms dropped between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/b2d79aa3d44d50cf9d3523a8b22d9d03\" tg-width=\"435\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","BK4141":"半导体产品","BK4551":"寇图资本持仓","BK4122":"互联网与直销零售","BK4561":"索罗斯持仓","AMZN":"亚马逊","BK4548":"巴美列捷福持仓","GFS":"GLOBALFOUNDRIES Inc.","BK4529":"IDC概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","TSLA":"特斯拉","AAPL":"苹果","AMD":"美国超微公司","BK4571":"数字音乐概念","CASH":"米塔金融","BK4507":"流媒体概念","BK4576":"AR","BK4575":"芯片概念","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152483810","content_text":"Apple, Tesla, Amazon, Microsoft, AMD and Meta Platforms dropped between 2% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010202052,"gmtCreate":1648379763444,"gmtModify":1676534332552,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010202052","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","pubTimestamp":1648343569,"share":"https://ttm.financial/m/news/2221071429?lang=&edition=fundamental","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</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>Alphabet Vs. Meta: One Is The Much Better Buy</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 Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4548":"巴美列捷福持仓","BK4508":"社交媒体","BK4553":"喜马拉雅资本持仓","BK4573":"虚拟现实","BK4551":"寇图资本持仓","BK4579":"人工智能","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010345099,"gmtCreate":1648265827178,"gmtModify":1676534324026,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010345099","repostId":"2222838203","repostType":4,"repost":{"id":"2222838203","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":1648219798,"share":"https://ttm.financial/m/news/2222838203?lang=&edition=fundamental","pubTime":"2022-03-25 22:49","market":"us","language":"en","title":"GM Will Idle Indiana Truck Plant for Two Weeks over Chips Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=2222838203","media":"Reuters","summary":"General Motors Co said Friday it will idle for two weeks in April an assembly plant in Indiana that ","content":"<html><head></head><body><p>General Motors Co said Friday it will idle for two weeks in April an assembly plant in Indiana that builds pickup trucks, over ongoing semiconductor chip shortages.</p><p>The Detroit automaker said it will halt production at its Fort Wayne assembly plant, which builds the Chevrolet Silverado 1500 and GMC Sierra 1500, for two weeks starting April 4.</p><p>&#34;There is still uncertainty and unpredictability in the semiconductor supply base, and we are actively working with our suppliers to mitigate potential issues moving forward,&#34; GM said Friday.</p><p>The automaker said this is its first semiconductor-related full-size truck production downtime since August.</p><p>GM noted that overall it has &#34;seen better consistency in semiconductor supply through the first quarter compared to last year as a whole. This has translated into improvement in our production and deliveries during the first three months of the year.&#34;</p><p>GM Chief Executive Officer Mary Barra met with some lawmakers on Capitol Hill this week, including Republican Senator Todd Young of Indiana.</p><p>GM is backing a bill in Congress to provide $52 billion in government subsidies to boost U.S. semiconductor manufacturing. GM said that legislation could help &#34;alleviate the ongoing shortage that continues to impact U.S. automotive manufacturing.&#34;</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>GM Will Idle Indiana Truck Plant for Two Weeks over Chips Shortage</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\">\nGM Will Idle Indiana Truck Plant for Two Weeks over Chips Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-25 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>General Motors Co said Friday it will idle for two weeks in April an assembly plant in Indiana that builds pickup trucks, over ongoing semiconductor chip shortages.</p><p>The Detroit automaker said it will halt production at its Fort Wayne assembly plant, which builds the Chevrolet Silverado 1500 and GMC Sierra 1500, for two weeks starting April 4.</p><p>&#34;There is still uncertainty and unpredictability in the semiconductor supply base, and we are actively working with our suppliers to mitigate potential issues moving forward,&#34; GM said Friday.</p><p>The automaker said this is its first semiconductor-related full-size truck production downtime since August.</p><p>GM noted that overall it has &#34;seen better consistency in semiconductor supply through the first quarter compared to last year as a whole. This has translated into improvement in our production and deliveries during the first three months of the year.&#34;</p><p>GM Chief Executive Officer Mary Barra met with some lawmakers on Capitol Hill this week, including Republican Senator Todd Young of Indiana.</p><p>GM is backing a bill in Congress to provide $52 billion in government subsidies to boost U.S. semiconductor manufacturing. GM said that legislation could help &#34;alleviate the ongoing shortage that continues to impact U.S. automotive manufacturing.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4559":"巴菲特持仓","BK4561":"索罗斯持仓","BK4555":"新能源车","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222838203","content_text":"General Motors Co said Friday it will idle for two weeks in April an assembly plant in Indiana that builds pickup trucks, over ongoing semiconductor chip shortages.The Detroit automaker said it will halt production at its Fort Wayne assembly plant, which builds the Chevrolet Silverado 1500 and GMC Sierra 1500, for two weeks starting April 4.\"There is still uncertainty and unpredictability in the semiconductor supply base, and we are actively working with our suppliers to mitigate potential issues moving forward,\" GM said Friday.The automaker said this is its first semiconductor-related full-size truck production downtime since August.GM noted that overall it has \"seen better consistency in semiconductor supply through the first quarter compared to last year as a whole. This has translated into improvement in our production and deliveries during the first three months of the year.\"GM Chief Executive Officer Mary Barra met with some lawmakers on Capitol Hill this week, including Republican Senator Todd Young of Indiana.GM is backing a bill in Congress to provide $52 billion in government subsidies to boost U.S. semiconductor manufacturing. GM said that legislation could help \"alleviate the ongoing shortage that continues to impact U.S. automotive manufacturing.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037318526,"gmtCreate":1648027164423,"gmtModify":1676534294570,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037318526","repostId":"2221015823","repostType":4,"repost":{"id":"2221015823","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":1648022410,"share":"https://ttm.financial/m/news/2221015823?lang=&edition=fundamental","pubTime":"2022-03-23 16:00","market":"us","language":"en","title":"U.S. Stocks to Watch: Adobe, General Mills, KB Home, AAR Corp and Cintas Corporation","url":"https://stock-news.laohu8.com/highlight/detail?id=2221015823","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>General Mills, Inc.</b> (NYSE:GIS) to report quarterly earnings at $0.78 per share on revenue of $4.56 billion before the opening bell. General Mills shares gained 0.4% to $62.90 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc.</b> (NASDAQ:ADBE) reported better-than-expected results for its first quarter, but issued a disappointing forecast for the current quarter. Adobe shares fell 2.6% to $454.50 in the after-hours trading session.</li><li>Analysts are expecting <b><a href=\"https://laohu8.com/S/KBH\">KB Home</a></b> (NYSE:KBH) to have earned $1.56 per share on revenue of $1.50 billion for the latest quarter. The company will release quarterly earnings after the markets close. KB Home shares rose 0.7% to $38.04 in after-hours trading.</li></ul><ul><li><b>AAR Corp.</b> (NYSE:AIR) reported upbeat results for its third quarter on Tuesday. AAR shares slipped 0.4% to $46.71 in the after-hours trading session.</li><li>Analysts expect <b>Cintas Corporation</b> (NASDAQ:CTAS) to post quarterly earnings at $2.43 per share on revenue of $1.91 billion before the opening bell. Cintas shares rose 1.8% to $400.00 in after-hours trading.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks to Watch: Adobe, General Mills, KB Home, AAR Corp and Cintas Corporation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks to Watch: Adobe, General Mills, KB Home, AAR Corp and Cintas Corporation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-03-23 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>General Mills, Inc.</b> (NYSE:GIS) to report quarterly earnings at $0.78 per share on revenue of $4.56 billion before the opening bell. General Mills shares gained 0.4% to $62.90 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc.</b> (NASDAQ:ADBE) reported better-than-expected results for its first quarter, but issued a disappointing forecast for the current quarter. Adobe shares fell 2.6% to $454.50 in the after-hours trading session.</li><li>Analysts are expecting <b><a href=\"https://laohu8.com/S/KBH\">KB Home</a></b> (NYSE:KBH) to have earned $1.56 per share on revenue of $1.50 billion for the latest quarter. The company will release quarterly earnings after the markets close. KB Home shares rose 0.7% to $38.04 in after-hours trading.</li></ul><ul><li><b>AAR Corp.</b> (NYSE:AIR) reported upbeat results for its third quarter on Tuesday. AAR shares slipped 0.4% to $46.71 in the after-hours trading session.</li><li>Analysts expect <b>Cintas Corporation</b> (NASDAQ:CTAS) to post quarterly earnings at $2.43 per share on revenue of $1.91 billion before the opening bell. Cintas shares rose 1.8% to $400.00 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4023":"应用软件","KBH":"KB Home","BK4539":"次新股","BK4137":"综合支持服务","BK4554":"元宇宙及AR概念","BK4212":"包装食品与肉类","CTAS":"信达思","BK4187":"航天航空与国防","BK4532":"文艺复兴科技持仓","HCTI":"Healthcare Triangle, Inc.","BK4191":"家用电器","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","ADBE":"Adobe","BK4007":"制药","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","GIS":"通用磨坊","BK4167":"医疗保健技术","BK4527":"明星科技股","FWRG":"First Watch Restaurant Group, Inc.","BK4572":"航空租赁","TERN":"Terns Pharmaceuticals, Inc.","BK4581":"高盛持仓","AIR":"AAR公司","BK4088":"住宅建筑","BK4209":"餐馆","OLPX":"Olaplex Holdings, Inc.","BK4183":"个人用品","CRCT":"Cricut, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221015823","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects General Mills, Inc. (NYSE:GIS) to report quarterly earnings at $0.78 per share on revenue of $4.56 billion before the opening bell. General Mills shares gained 0.4% to $62.90 in after-hours trading.Adobe Inc. (NASDAQ:ADBE) reported better-than-expected results for its first quarter, but issued a disappointing forecast for the current quarter. Adobe shares fell 2.6% to $454.50 in the after-hours trading session.Analysts are expecting KB Home (NYSE:KBH) to have earned $1.56 per share on revenue of $1.50 billion for the latest quarter. The company will release quarterly earnings after the markets close. KB Home shares rose 0.7% to $38.04 in after-hours trading.AAR Corp. (NYSE:AIR) reported upbeat results for its third quarter on Tuesday. AAR shares slipped 0.4% to $46.71 in the after-hours trading session.Analysts expect Cintas Corporation (NASDAQ:CTAS) to post quarterly earnings at $2.43 per share on revenue of $1.91 billion before the opening bell. Cintas shares rose 1.8% to $400.00 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035725838,"gmtCreate":1647696892432,"gmtModify":1676534259056,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Asia market still need to improve","listText":"Asia market still need to improve","text":"Asia market still need to improve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035725838","repostId":"2220726035","repostType":4,"repost":{"id":"2220726035","pubTimestamp":1647650557,"share":"https://ttm.financial/m/news/2220726035?lang=&edition=fundamental","pubTime":"2022-03-19 08:42","market":"us","language":"en","title":"Disney: Awakening The Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2220726035","media":"seekingalpha","summary":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Disney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it&#39;s operating in.</li><li>ESPN&#39;s huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.</li><li>Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney&#39;s parks along with an improvement in margins.</li><li>Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b25c502149358c089ee67660f6d4830\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>hapabapa/iStock Editorial via Getty Images</span></p><p>Walt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.</p><p><b>Investment thesis</b></p><p>The investment theses for Disney are as follows:</p><ol><li>Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.</li><li>Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.</li><li>Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.</li></ol><p>Overview</p><p>When looking at Disney, it&#39;s important to note the revenue mix of the company. There are two main segments to Disney:</p><ol><li>Disney Media &amp; Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney&#39;s reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, Hulu</li><li>Disney Parks, Experiences &amp; Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney&#39;s most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.</li></ol><p>However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney&#39;s DTC streaming services like Disney+</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85405b7865b0cfd86dacf33622d3fdb2\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>Revenue mix and growth of Disney (Disney Annual Reports)</span></p><p>When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney&#39;s DPEP segment operating margins will normalise as customers return to its parks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde9d56416980fbbade8ae8f921bbbd\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Disney Operating Income Mix and Growth (Disney Annual Reports)</span></p><p><b>Disney+ is well positioned for the future</b></p><p>With net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.</p><p>Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.</p><p>Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release <i>Turning Red</i> (11 March) and Marvel releases <i>Moon Knight</i> (30 March).</p><p>More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series <i>Andor</i> (To be announced) and <i>Obi-Wan Kenobi</i> (25 March), new Marvel series <i>Ms. Marvel</i> (To be announced) and <i>She-Hulk</i> (To be announced), a live-action <i>Pinocchio</i>(To be announced) starring Tom Hanks, and <i>Hocus Pocus 2</i> (FY2023).</p><p>Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.</p><p>In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.</p><p>Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.</p><p>In the 1QFY22 management call, management emphasised Disney+&#39;s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.</p><p>In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.</p><p><b>Sports could be a future bright spot</b></p><p>In the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN&#39;s parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney&#39;s brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.</p><p>In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks from</p><p>There were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.</p><p>Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN&#39;s reach and scale to partner with 3rd parties in the sports betting space.</p><p>In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney&#39;s owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.</p><p>In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.</p><p><b>Recovery of parks will bring huge revenue and operating income upside</b></p><p>In 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.</p><p>Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.</p><p>Furthermore, based on the latest results, trends in attendance at Disney&#39;s domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.</p><p>Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney&#39;s domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.</p><p>For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney&#39;s Parks segment will be significant in FY2022.</p><p><b>Valuation</b></p><p>Based on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/592ec77a3e6703ec77a973ea2f37ec2d\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>SOTP Valuation of Disney (Author generated model)</span></p><p>Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.</p><p>Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney&#39;s competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bba2de777172d857327f65f1635488c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, as highlighted in earlier sections, Disney&#39;s growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney&#39;s revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b539d4941a78dc5366d8a9b95abaa13\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks</b></p><p><b>Competition</b></p><p>We are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney&#39;s subscriber and margin growth.</p><p><b>COVID related risks</b></p><p>As Disney&#39;s traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney&#39;s parks are operating in could result in slower than expected recovery.</p><p><b>Conclusion</b></p><p>All in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.</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>Disney: Awakening The Sleeping Giant</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\">\nDisney: Awakening The Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional...</p>\n\n<a href=\"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","DIS":"迪士尼","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220726035","content_text":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney's parks along with an improvement in margins.Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.hapabapa/iStock Editorial via Getty ImagesWalt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.Investment thesisThe investment theses for Disney are as follows:Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.OverviewWhen looking at Disney, it's important to note the revenue mix of the company. There are two main segments to Disney:Disney Media & Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney's reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, HuluDisney Parks, Experiences & Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney's most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney's DTC streaming services like Disney+Revenue mix and growth of Disney (Disney Annual Reports)When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney's DPEP segment operating margins will normalise as customers return to its parks.Disney Operating Income Mix and Growth (Disney Annual Reports)Disney+ is well positioned for the futureWith net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release Turning Red (11 March) and Marvel releases Moon Knight (30 March).More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series Andor (To be announced) and Obi-Wan Kenobi (25 March), new Marvel series Ms. Marvel (To be announced) and She-Hulk (To be announced), a live-action Pinocchio(To be announced) starring Tom Hanks, and Hocus Pocus 2 (FY2023).Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.In the 1QFY22 management call, management emphasised Disney+'s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.Sports could be a future bright spotIn the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN's parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney's brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks fromThere were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN's reach and scale to partner with 3rd parties in the sports betting space.In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney's owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.Recovery of parks will bring huge revenue and operating income upsideIn 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.Furthermore, based on the latest results, trends in attendance at Disney's domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney's domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney's Parks segment will be significant in FY2022.ValuationBased on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.SOTP Valuation of Disney (Author generated model)Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney's competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.Data by YChartsHowever, as highlighted in earlier sections, Disney's growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney's revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.Data by YChartsRisksCompetitionWe are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney's subscriber and margin growth.COVID related risksAs Disney's traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney's parks are operating in could result in slower than expected recovery.ConclusionAll in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996883055,"gmtCreate":1661143716579,"gmtModify":1676536461476,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996883055","repostId":"1137992204","repostType":4,"repost":{"id":"1137992204","pubTimestamp":1661140750,"share":"https://ttm.financial/m/news/1137992204?lang=&edition=fundamental","pubTime":"2022-08-22 11:59","market":"hk","language":"en","title":"Alibaba: Fortunes Will Be Made","url":"https://stock-news.laohu8.com/highlight/detail?id=1137992204","media":"Seeking Alpha","summary":"SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets an","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.</li><li>With Alibaba’s operating businesses currently trading at around 9 times at a time when margins are depressed, 30%+ annual compound returns over the next decade are possible.</li><li>The decision to invest or not ultimately depends on where investors land on the perceived risks of investing in China.</li><li>Whilst there are realistic risks, we think they are overblown and that long-term investors will do well by remaining rationally optimistic.</li><li>At the current price, we rate the stock as a “Buy.” Should the current risks reduce or be resolved, we would consider it a “Strong Buy” at the current level.</li></ul><p><b>Our view</b></p><p>Alibaba Group Holding Limited (NYSE:BABA,BABAF) is one of the most controversial companies when it comes to investor opinion. Many believe it is a great business at a bargain price, whilst others believe the risks mean it is untouchable, even at a significant discount.</p><p>Putting the risks aside for a moment, there is a lot to love about Alibaba:</p><ul><li>the world&#39;s largest global e-commerce platform, bigger than Amazon (AMZN) and JD.com (JD) combined based on GMV;</li><li>a Cloud computing business in China which is a leader in a market which is expected to grow rapidly in the coming years;</li><li>a dominant position in China and an increasing presence across Southeast Asia meaning it is well placed to benefit from economic progress in the region; and</li><li>strong free cash flow and a solid balance sheet providing ample resources to continue to make strategic acquisitions and/or returns to shareholders.</li></ul><p>Alibaba&#39;s operating businesses currently trade at a multiple of around 9x owner earnings. And this is at a time when the company is in an investment phase, meaning margins are depressed and the true underlying earnings potential is underrepresented. Modest earnings growth combined with recovery in the valuation multiple could provide investors 30%+ annual returns over the next decade.</p><p>Based on these metrics, it is difficult to disagree that the current price represents an attractive valuation. However, the investment decision ultimately relies on the conclusion investors reach on the likelihood and impact of the various potential risks materializing.</p><p>When it comes to risks generally, investors can be guilty of ignoring them completely or assuming the worst-case scenario. In the case of Alibaba, we think the latter is true. Whilst there will inevitably be ongoing friction as the US learns to live in a world with a rising China, our view is that the world will ultimately continue to make progress and prosper over the long-term. We believe investors would do well by remaining rationally optimistic.</p><p>Even if we put our optimistic worldview aside, we feel that some of the risks are overblown. Only 10% of the company&#39;s external revenue is generated through the regulated businesses held within the VIE structures, and this will only reduce as the company continues to diversify and expand internationally.</p><p>As for the potential de-listing from the NYSE, we would hope that agreement can be reached to avert this eventually. However, in absence of cooperation on that issue, the company is pursuing a dual primary listing in Hong Kong which will provide investors with an alternative market in an internationally recognized financial center.</p><p>Overall, we feel that the strength of its businesses combined with the significantly discounted valuation compensate for the actual severity and likelihood of the risks materializing. We think it is a clear &#34;Buy&#34; at the current valuation. Should these risks reduce or a long-term resolution be reached, we see reason to upgrade our rating to &#34;Strong Buy.&#34;</p><p>With that being said, each investor must consider this in the context of their own investment objectives, risk tolerance and psychological resilience. Bargains are never found in times of comfort and stability. As value investors with a long-term horizon and a deeply contrarian nature, we believe will be handsomely rewarded for the long and potentially rocky journey ahead.</p><p><b>An overview of Alibaba</b></p><p><i>Note from author: This section provides a description of the major services and businesses which are within the Alibaba ecosystem. For those who are already familiar with the operations of Alibaba, we suggest that you skip to the following section.</i></p><p>Alibaba is an e-commerce giant which serves 1.31 billion annual active consumers across the many platforms and businesses in the Alibaba Ecosystem. Total Gross Merchandise Value (&#34;GMV&#34;) transacted in the Alibaba Ecosystem in FY22 was RMB 8.3 trillion ($1.3 trillion), making it the largest retail commerce business in the world, according to Analysys.</p><p>Alibaba reports its business across a number of segments: China commerce, International commerce; Local consumer services; Cainiao; Cloud; Digital media and entertainment; and Innovation initiatives and others. We provide an overview of each below.</p><p>China Commerce<img src=\"https://static.tigerbbs.com/aa56696fb04eb3546dc824af059ae17a\" tg-width=\"559\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Annual Report FY22</p><p>Alibaba&#39;s China Commerce segment is primarily Taobao and Tmall. Together, these constitute the world&#39;s largest digital retail business in terms of GMV for the twelve months ended 31 March 2022, according to Analysys.</p><p>Taobao</p><p>Taobao is the company&#39;s main commerce platform and is both the starting point and destination portal for many users&#39; shopping journey. It allows individuals and small businesses to create online storefronts and product listings for free. Alibaba generates revenue through add-ons sold to sellers, such as analytics and marketing. As well as being a shopping platform itself, it acts as a funnel for other platforms in the Alibaba ecosystem.</p><p>Tmall</p><p>Tmall is the partner of choice for both domestic and International brands. The platform is essentially a virtual mall, allowing brands and retailers to operate their own unique storefronts. The platform has a wide range of brands, with 320,000 brands and merchants on Tmall, including over 80% of the consumer brands ranked in the Forbes Top 100 World&#39;s Most Valuable Brands for 2021. It is the largest third-party online and mobile commerce platform for brands and retailers in the world in terms of GMV, according to Analysys. The platform differs from Taobao in that it charges retailers and merchants fees for setting up stores and a share of ongoing GMV, in addition to offering value-add services.</p><p>Other</p><p>There are a host of other platforms and businesses which cater to various markets. These include</p><ul><li>Taobao Deals - like Taoboao, but with a focus on value-for-money products;</li><li>Taocaicai - a community marketplace that offers consumers next-day pick-up services for a wide range of groceries and fresh goods at neighborhood pick-up points;</li><li>Tmall Supermarket - offers daily necessities, FMCG and general merchandise through Taobao app with same-or-next-day delivery services;</li><li>Freshippo - a retail chain for groceries and fresh goods with over 200 stores offering 30-minute delivery to customers living within a three kilometer radius of the store; and</li><li>Sun Art - an online and physical hypermarket.</li></ul><p>Alimama</p><p>The company monetizes its broad user base and insights into customer behaviors through its Alimama platform. Alimama offers paid marketing services to merchants, retailers and promoters allowing them to advertise across its many platforms. This marketing is not confined to the Alibaba ecosystem, with affiliate programs allowing its users to directly market to consumers on other platforms outside of Alibaba&#39;s.</p><p>In addition to ads within the Alibaba ecosystem, the company offers wider distribution through the Taobao Ad Network and Exchange (&#34;TANX&#34;), one of the largest real-time online bidding marketing exchanges in China. TANX helps publishers to monetize their media inventories both on mobile apps and web properties, automating the buying and selling of tens of billions of marketing impressions on a daily basis.</p><p>1688.com</p><p>Alibaba&#39;s domestic wholesale business, 1688.com, is China&#39;s largest integrated domestic wholesale marketplace in 2021 by net revenue, according to Analysys. Wholesalers pay a fixed annual subscription to sell with no additional fees, but can pay for additional premium features such as data analytics and marketing etc. These additional services account for the vast majority of income from wholesaling.</p><p>International Commerce<img src=\"https://static.tigerbbs.com/47677213623961a5cdaf220a0b03d11d\" tg-width=\"555\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Annual Report FY22</p><p>Lazada</p><p>Lazada is a leading and fast-growing e-commerce platform in Southeast Asia and serves one of the largest user bases among the global e-commerce platforms. It caters to merchants of all sizes, from individuals to regional and global brands. Lazada also operates one of the leading e-commerce logistics networks in Southeast Asia, with the vast majority of Lazada&#39;s parcels going through its own facilities or first- and last-mile fleet.</p><p>AliExpress</p><p>AliExpress enables global consumers to buy directly from manufacturers and distributors in China and around the world. It is available in 18 languages and services consumers across many countries including the US and Europe.</p><p>Trendyol</p><p>Trendyol is a leading e-commerce platform in Turkey in terms of both GMV and order volume in 2021. It offers a large selection of products through e-commerce business as well as instant delivery services for food and groceries, as well as having its own fulfillment and logistics networks.</p><p>Alibaba.com</p><p>Alibaba.com is China&#39;s largest integrated international online wholesale marketplace in 2021 by revenue, according to Analysys, serving over 40 million buyers from over 190 countries in FY22. Like its domestic wholesaling counterpart, Alibaba generates the majority of the revenue through this platform for the additional value-add services it offers to merchants.</p><p>Local Consumer Services<img src=\"https://static.tigerbbs.com/3d186cd91743f67a748c9adfae3285f8\" tg-width=\"228\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>Company Annual Report FY22</p><p>The company&#39;s local consumer services business is looking to expand its reach beyond products into consumer services, whether that is at home through its &#34;To Home&#34; businesses or on the go through its &#34;To Destination&#34; businesses.</p><p>To Home</p><ul><li><p>Ele.me- a leading local services and on-demand delivery platform which enables consumers to order food and beverages, groceries, FMCG, flowers and pharmaceutical products anytime and anywhere.</p></li><li><p>Fengniao Logistics - an on-demand delivery network which provides last-mile logistics services to orders placed through Ele.me as well as to other businesses in the Alibaba ecosystem including Freshippo, Sun Art, and Alibaba Health.</p></li><li><p>Taoxianda - an online-offline integration service solution for FMCG brands and third-party grocery retail partners, facilitates the digitalization of retailers&#39; operations.</p></li></ul><p>To-Destination</p><ul><li><p>Amap - a leading provider of mobile digital map navigation and one-stop access point to services such as navigation, local services and ride-hailing. Amap technology underlies a range of apps both inside and outside of the Alibaba ecosystem, and the company provides map data and navigation software to international and domestic automotive companies.</p></li><li><p>Fliggy - a leading online travel platform which provides comprehensive services to meet consumers&#39; travel needs for airline and train tickets, accommodation, car rental, package tours and local attractions.</p></li><li><p>Koubei - a restaurant and local services guide platform for in-store consumption, provides merchants with targeted marketing solutions, digital operation capabilities and analytics tools and allows consumers to discover local services content on the platform.</p></li></ul><p>Cainiao</p><p>Cainiao is a domestic and international one-stop shop for logistics services and supply chain management solutions, data insights and technology to digitalize the entire logistics process and enhance the capabilities of its logistics partners.</p><p>It offers parcel pick-up services through a neighborhood logistics solution that operates a network of neighborhood, campus and rural village stations and residential self pick-up lockers. Consumers can also enjoy parcel pick-up at the doorstep and time-guaranteed delivery service through Cainiao.</p><p>For merchants, Cainiao has built a full-fledged fulfillment network at provincial, city, and county levels in China, which offers customized fulfillment solutions to merchants across the Alibaba ecosystem. It has a network of assets and partners to support merchants on cross-border and international commerce retail platforms such as AliExpress and Lazada.</p><p>Cloud</p><p>Alibaba Group is the world&#39;s third largest and Asia Pacific&#39;s largest Infrastructure-as-a-service (&#34;IaaS&#34;) provider by revenue in 2021, according to Gartner&#39;s April 2022 report. It is also China&#39;s largest provider of public cloud services by revenue in 2021, including PaaS and IaaS services, according to IDC.</p><p>Alibaba Cloud</p><p>Alibaba Cloud offers a complete suite of cloud services, including proprietary servers, elastic computing, storage, network, security, database and big data, and IoT services, serving our ecosystem and beyond. Alibaba Cloud offers computing services in 27 regions globally and served more than 60% of A-share listed companies in China in FY22. As digital transformation accelerates, customers from non-Internet industries have increased their usage of cloud services, with such revenue accounting for half of cloud computing revenue in FY22.</p><p>DingTalk</p><p>DingTalk is a digital collaboration workplace and application development platform that offers new ways of working, sharing and collaboration for modern enterprises and organizations and is the largest business efficiency mobile app in China by monthly active users in March 2022, according to QuestMobile.</p><p>DingTalk provides a comprehensive suite of solutions for enterprise collaboration, including real-time communication, organizational management and various network collaboration tools such as data storage, calendars, workflow management and shared documents. Enterprises can also enjoy convenient access to a broad range of applications, including those offered by third-party service providers, that are seamlessly integrated with DingTalk&#39;s platform.</p><p>Digital Media and Entertainment<img src=\"https://static.tigerbbs.com/82c37c15470e609250e5e55f2ed8f181\" tg-width=\"229\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>Company Annual Report FY22</p><p>In line with the continued expansion into areas beyond product consumption, the group is looking to benefit from media consumption through its delivery platforms as well as through the production and distribution of its own and third-party content.</p><p>The first of these platforms is Youku, the third largest online long-form video platform in China in terms of monthly active users in March 2022, according to QuestMobile. The second is Quark which helps young users gain access to a variety of digital content and information for learning and work purposes.</p><p>The company also produces, promotes and distributes content through Alibaba Pictures. In 2022, eight movies released by Alibaba Pictures were among the top ten domestic movies in terms of ticket sales. The company also provides ticketing services for live events - concerts, plays, and sporting events - through Damai, and develops and distributes mobile games through Lingxi Games.</p><p><b>Innovation</b></p><p>In 2019, Alibaba established the DAMO Academy, a global research program in cutting-edge technologies that aims to integrate and speed up knowledge exchange between science and industry. An example of the innovation is the proprietary L4 self-driving vehicle Xiaomanlv used by Cainiao, which has delivered over 10 million parcels within gated communities and university campuses.</p><p>Its Tmall Genie product range provides a selection of internet-enabled smart home appliances, including smart speakers, lights and remote controls. The Tmall Genie smart speaker is a leading smart speaker in China in terms of sales units, and provides an interactive interface for our customers to easily access services offered by the company.</p><p><b>Investments</b></p><p>In addition to its operating businesses, Alibaba has a portfolio of equity (listed and private) and debt investments with a total value of RMB 239 billion as of 30 June 2022. The company also has a number of investments in which it holds a minority stake (&#34;equity investees&#34;). The most significant of these is the group&#39;s 33% stake in the Ant Group, the parent company of Alipay which provides substantially all of the payment processing and all of the escrow services on Alibaba marketplaces.</p><p><b>Business review</b></p><p>The Alibaba Group<img src=\"https://static.tigerbbs.com/3cf32e154e25cf9ca79847d923cd50e2\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Despite its many operating businesses and international expansion, Alibaba is still predominantly a domestic e-commerce business in China. In FY22, China commerce - which include the company&#39;s domestic retail and wholesale businesses - accounted for almost 80% of the group&#39;s revenue. The next largest segments are Cloud (8% of revenue) and International Commerce (7% of revenue). We consider the performance of these three key segments below.</p><p>China Commerce<img src=\"https://static.tigerbbs.com/f01712c02388c2274d21a037b77e306e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>The e-commerce businesses in China continue to grow albeit at a slower rate, with growth slowing from 45% in FY21 to 18% in FY22. The company&#39;s main ecommerce platforms in China - Taobao and Tmall - have seen their revenue growth slow to low-single digits in FY22, with the majority of revenue growth now being driven by the growth of the company&#39;s direct sales businesses - Tmall Supermarket and SunArt.</p><p>This expansion into direct sales (i.e. traditional retailing) is unlocking new areas for growth, but at the cost of significantly lower margins. The company has also increased investment in its platforms and increased spending for user growth and on merchant support, further depressing margins.</p><p>As a result, EBITA margin has declined from 50% in FY20 to around 30% in FY22, offsetting the impact of the growth in revenue. The company expects margins to continue to be affected by this trend as direct sales account for an increasing share of revenue.</p><p><i>Please note: The</i> <i>EBITA reported by management excludes share-based compensation expenses. While we understand that it can be a useful metric on this basis, we have adjusted it to include the share-based compensation expense as this is a true cost to the company. Any reference to EBITA throughout this article is on that basis.</i></p><p>Cloud<img src=\"https://static.tigerbbs.com/d1405b6c4f1226c547e7b52fbc28864e\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>The trend of slowing growth is not confined to ecommerce, with the Cloud segment also seeing growth slow to 25% in FY22. The slowing growth was due to the loss of a significant customer as well as slowing demand from customers in China&#39;s internet industry.</p><p>The slowdown in FY22 follows a year where revenue grew by a little over 50% and has grown by 85% since in the past 2 years. In addition, excluding the impact of the customer loss, the underlying business actually grew by 29%.</p><p>The continued top-line growth is contributing to improving operating margins, albeit the Cloud business remains loss making. If share awards are excluded, however, Cloud has actually grown beyond its break-even point generating an EBITA margin of 2% in FY22. Due to the operational leverage of these types of businesses, further top line growth should start to result in improving margins.</p><p>International Commerce<img src=\"https://static.tigerbbs.com/dfec3544f8ac5498ceeeb239868cd84b\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from Company Annual Report.</p><p>The theme in International commerce is similar. Revenue growth slowed to 25% in FY22, following a strong FY21 which saw revenue grow by 44%. The slowdown has in part been due to various headwinds faced by AliExpress and Trendyol, which have been key growth drivers of growth in recent years.</p><p>Trendyol has been affected by high inflation in Turkey and the weakened Turkish Lira, whilst AliExpress sales have been affected by the removal of the EU VAT exemption for low value foreign imports. The Russia-Ukraine conflict has also resulted in supply chain and logistics disruptions.</p><p>The International commerce segment as a whole continues to be loss making, with the profits from the wholesaling business not enough to outweigh the losses from the retail side. The loss actually increased in FY22 due to increased promotional spend and user acquisition costs in respect of Lazada and the cost of investments in Trendyol at a time when it is suffering from the economic situation.</p><p>The &#34;ecosystem&#34;<img src=\"https://static.tigerbbs.com/b2fdfe85079b26520b0b049772b90c81\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Whilst Alibaba operates numerous individual platforms, they all combine to create the &#34;Alibaba ecosystem.&#34; At first glance, Alibaba operates a profitable e-commerce business in China which it uses to subsidize a host of other unprofitable ventures. However, it is too simplistic to look at Alibaba in this way.</p><p>Businesses which are currently loss-making, may still contribute positively to the overall strength and profitability of the wider ecosystem. The more services and platforms the company has, the greater the network effects and switching costs become for consumers and merchants.</p><p>Not providing such services could result in a loss of consumers and merchants to competitors, where the long-term impact would be greater than the cost of offering the service at a loss. On the other hand, if any loss-making business is not beneficial to the rest of the ecosystem, we would expect that it ultimately be wound down or disposed of.</p><p>Many of the loss-making businesses were also only acquired or started in recent years and have yet to reach a critical mass. Take the Cloud business, for example. This is a business which requires a lot of investment and has a largely fixed cost base, meaning it needs to reach a certain size to break-even. Any growth beyond that should be rewarded with very high margins.</p><p><img src=\"https://static.tigerbbs.com/04bf0a8cfb2214f758e87dce71528968\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Looking at the Alibaba group as a whole, the theme of strong but slowing growth holds true. Again, it is important to view this in the context of the group growing its top line more than 5 times since 2017 - equivalent to a compound annual growth rate of 32%.</p><p>Since 2017, growth has come at the expense of profitability, with EBITA margins falling from almost 40% to less than 15% in FY22. If this decline in profitability had occurred whilst the operations of the group had remained constant, then we would see it as reason to be concerned. However, the key reason for the declining margins is the company&#39;s expansion which will form the basis for the company&#39;s future growth.</p><p>Whilst some of the decline in margin is structural as a result of expansion into lower margin business such as traditional retail and logistics, we do expect margins to improve as the company continues to grow and its businesses benefit from advantages of scale.</p><p>Any management team which is willing to put long-term success ahead of short-term profitability should be commended. The culture at Alibaba appears to be geared towards this. The legal structure - which essentially gives shareholders zero control over the management of the company - also means management is less likely to be concerned by the short-term demands of the market or shareholders.</p><p>The overall profitability of Alibaba is not solely dependent on its operating businesses. Significant fluctuations in the company&#39;s investment portfolio can also have a significant impact on net income. In both FY20 and FY21, the company recognized gains of over RMB 70 billion, equivalent to more than 90% of the company&#39;s operating income in each of those years. However, in FY22, the value of the company&#39;s listed portfolio declined by over RMB 15 billion - wiping out almost 25% of the company&#39;s operating income.</p><p>The performance of equity method investees - particularly Ant Group - can also materially impact overall profitability. Alibaba&#39;s share of profits from equity investees has improved from a loss of RMB 5 billion in FY20 to a gain of RMB 14 billion in FY22. Performance in FY22 was boosted by gains in investments recognized by Ant Group rather than improvements in the underlying business, meaning future profits may not be so high.</p><p>Overall, adjusted net income - which excludes changes in the value of investments described above, as well as certain one-off or non-cash costs - has been broadly flat in the three years through FY22 in the range of RMB 100 billion to RMB 120 billion.</p><p>Cash flow<img src=\"https://static.tigerbbs.com/65d77c5942124c46a9eacf378c77ef67\" tg-width=\"1200\" tg-height=\"726\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from company annual reports.</p><p>Essentially all of the company&#39;s net income translates into free cash which can be used to fund acquisitions or returns to shareholders.</p><p>In the three years through FY22, the company has generated over RMB 400 million in free cash flows. The main use for this cash flow has been acquisitions, with the company investing around 50% of its cumulative free cash flow on new or additional investment in equities, business combinations or non-wholly owned subsidiaries.</p><p>The company does not and has never paid any dividend, but does have a share repurchase program of up to $25 billion (RMB 103 billion). As of 30 June 2022, there is a further $12 billion (RMB 81 billion) still to be completed by 2024, equivalent to around 5% of outstanding shares at the current price.</p><p>The strong cash generation of the business is reflected on its balance sheet, with a net cash position of RMB 378 billion as of 30 June 2022.</p><p><i>Note: TheFCF metric reported by management</i> <i>excludes the acquisition of land use rights and construction in progress relating to office campuses. Whilst these do not relate directly to the revenue-generating segments, they are still a true cash outflow from an investor&#39;s perspective. As such, we have adjusted management&#39;s FCF metric to include these outflows.</i></p><p>Q1 FY23 Trading Update<img src=\"https://static.tigerbbs.com/6159fb931608db1e29590a5bf712b2d3\" tg-width=\"1200\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by author. Data from Q1 FY23 trading update.</p><p>On 4 August 2022, the company released their results for the first quarter of FY23. A further slowdown with revenue flat on the same period in the prior, albeit management reported that a slow April and May had been offset but a recovery in June.</p><p>China commerce revenue fell by 1% as GMV fell by a single-digit percentage and order cancellations increased as a result of the Covid-19 resurgence. This was partially offset by modest single digit growth in International commerce, Local consumer services and Cainiao. Cloud was the stand-out performer with revenue up 10% on the prior year. Despite stable revenues, earnings of the operating business were down by almost 20% as EBITA margins fell from 17% to 11%.</p><p><b>Risks</b></p><p>Regulation</p><p>The company operates a number of businesses in which foreign ownership or investment is restricted or prohibited. To ensure the company remains compliant, the businesses which are subject to these restrictions are carved out in separate legal entities which are not owned directly or indirectly by Alibaba, with control and economic benefit provided by way of contracts. Should the law (or interpretation thereof) change, there is a risk that Alibaba could be required to sell or cease operations in some of its businesses in China.</p><p>De-listing</p><p>There is a conflict between what the PCAOB in the US requires of auditors of US-listed companies and what auditors in China are allowed to disclose under Chinese law. Without cooperation on this issue, Alibaba may be prohibited from trading on the NYSE or other U.S. stock exchange by 2024 under current laws.</p><p>SEC investigation</p><p>In early 2016, the SEC initiated an investigation into whether the company has violated any federal securities laws in relation to its accounting practices. The investigation is ongoing and it is unclear what, if any, consequences the company could face.</p><p>Outlook</p><p>Management does not provide any medium-term guidance or targets in respect of the company&#39;s financial performance. However, its growth strategy revolves around the following three key trends.</p><p>Consumption</p><p>Consumption is a key driver of company performance. With the 1 billion active users on its e-commerce platforms in China, the company already has deep penetration of the domestic market. However, there is scope to grow through further penetration of less developed regions and capturing a larger proportion of existing users&#39; spending.</p><p>Digitalization</p><p>Digitalization of the economy, particularly through cloud computing, represents a huge area of new business opportunity. China&#39;s cloud computing industry is still at a nascent stage of development and is forecast to increase by 400% by 2025.</p><p>Globalization</p><p>The company also hopes to capitalize on globalization. The initial focus is on expansion in Southeast Asia, through localized and cross-border offerings. Alibaba is already the largest IaaS service provider in Asia Pacific, and it continues to expand its international cloud infrastructure, with data centers in 27 regions globally, including Singapore, Indonesia, Malaysia, the Philippines and Thailand.</p><p><b>Valuation</b></p><p>Alibaba has two major components to it: its operating businesses (including its subsidiaries, VIEs and equity method investees) and its investment portfolio.</p><p>As of 16 August 2022, the company&#39;s ADRs (equivalent to 8 ordinary shares) trade at around $92, giving a total market capitalization of c.$244 billion (RMB 1,653 billion). Excluding the company&#39;s significant net cash position (including short-term investments) of RMB 453 billion and its investment portfolio with a value of RMB 234 billion, this implies a valuation of RMB 966 billion for the operating business alone.</p><p>Our approach to valuing the operating businesses centers around determining the true underlying earnings power of the business or &#34;owner earnings.&#34; In the case of Alibaba, we will use Non-GAAP net income - which excludes amortization of intangibles, gains/losses in respect of investments and one-off non-recurring items such as fines - as our basis. Owner earnings in FY22 were around RMB 112 billion, equivalent to a price-to-earnings ratio of 9x for the operating businesses.</p><p>Due to the number of operating businesses and the limited information available in respect of each, we have not attempted to value each individually. Rather, we have applied high level assumptions at the group level to consider the implied potential returns under various hypothetical scenarios in reaching a conclusion on the attractiveness of the current valuation.</p><table><tbody><tr><td><b>Assumptions</b></td><td><b>Lower</b></td><td><b>Mid</b></td><td><b>Upper</b></td></tr><tr><td>Net income growth</td><td>5%</td><td>7%</td><td>9%</td></tr><tr><td>Price-to-earnings multiple</td><td>12x</td><td>15x</td><td>18x</td></tr></tbody></table><p>The assumed growth in earnings of 3% at the lower end and 7% at the upper end are low by historical standards, with historical growth in adjusted net income of 18% in the period FY17-FY22. We also assume that the company has to retain and reinvest 75% of its earnings to achieve this modest growth in net earnings, which is high by historical standards and may well be a lot lower in practice. We also make no allowance for any growth in the value of the company&#39;s investment portfolio.</p><p>Even under these scenarios, which we feel provide for a significant margin of safety, the implied 10-year compound annual return ranges from 22% on the lower end to 34% on the higher end - a total return of between 5x and 16x in 10 years.</p><p><b>Conclusion</b></p><p>There are two equally string but conflicting components when it comes to Alibaba as a prospective investment: the strength and prospects of the company&#39;s operating businesses versus the inherent uncertainty of investing in businesses with significant operations in China.</p><p>Where you come out on the balance between those two will ultimately determine whether you see it as an absolute bargain or a complete no-go. As long-term contrarian value investors, we feel the business strengths, discounted value, and prospective returns on offer are too attractive to ignore. For that reason, we consider it a &#34;buy&#34; and have allocated a significant proportion of our portfolio to it at the current price.</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: Fortunes Will Be Made</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: Fortunes Will Be Made\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.With Alibaba’s operating businesses currently trading at around 9 times at a time when...</p>\n\n<a href=\"https://seekingalpha.com/article/4535761-alibaba-fortunes-will-be-made\">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/4535761-alibaba-fortunes-will-be-made","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137992204","content_text":"SummaryAlibaba is the ecommerce market leader in China and is investing strongly into new markets and territories.With Alibaba’s operating businesses currently trading at around 9 times at a time when margins are depressed, 30%+ annual compound returns over the next decade are possible.The decision to invest or not ultimately depends on where investors land on the perceived risks of investing in China.Whilst there are realistic risks, we think they are overblown and that long-term investors will do well by remaining rationally optimistic.At the current price, we rate the stock as a “Buy.” Should the current risks reduce or be resolved, we would consider it a “Strong Buy” at the current level.Our viewAlibaba Group Holding Limited (NYSE:BABA,BABAF) is one of the most controversial companies when it comes to investor opinion. Many believe it is a great business at a bargain price, whilst others believe the risks mean it is untouchable, even at a significant discount.Putting the risks aside for a moment, there is a lot to love about Alibaba:the world's largest global e-commerce platform, bigger than Amazon (AMZN) and JD.com (JD) combined based on GMV;a Cloud computing business in China which is a leader in a market which is expected to grow rapidly in the coming years;a dominant position in China and an increasing presence across Southeast Asia meaning it is well placed to benefit from economic progress in the region; andstrong free cash flow and a solid balance sheet providing ample resources to continue to make strategic acquisitions and/or returns to shareholders.Alibaba's operating businesses currently trade at a multiple of around 9x owner earnings. And this is at a time when the company is in an investment phase, meaning margins are depressed and the true underlying earnings potential is underrepresented. Modest earnings growth combined with recovery in the valuation multiple could provide investors 30%+ annual returns over the next decade.Based on these metrics, it is difficult to disagree that the current price represents an attractive valuation. However, the investment decision ultimately relies on the conclusion investors reach on the likelihood and impact of the various potential risks materializing.When it comes to risks generally, investors can be guilty of ignoring them completely or assuming the worst-case scenario. In the case of Alibaba, we think the latter is true. Whilst there will inevitably be ongoing friction as the US learns to live in a world with a rising China, our view is that the world will ultimately continue to make progress and prosper over the long-term. We believe investors would do well by remaining rationally optimistic.Even if we put our optimistic worldview aside, we feel that some of the risks are overblown. Only 10% of the company's external revenue is generated through the regulated businesses held within the VIE structures, and this will only reduce as the company continues to diversify and expand internationally.As for the potential de-listing from the NYSE, we would hope that agreement can be reached to avert this eventually. However, in absence of cooperation on that issue, the company is pursuing a dual primary listing in Hong Kong which will provide investors with an alternative market in an internationally recognized financial center.Overall, we feel that the strength of its businesses combined with the significantly discounted valuation compensate for the actual severity and likelihood of the risks materializing. We think it is a clear \"Buy\" at the current valuation. Should these risks reduce or a long-term resolution be reached, we see reason to upgrade our rating to \"Strong Buy.\"With that being said, each investor must consider this in the context of their own investment objectives, risk tolerance and psychological resilience. Bargains are never found in times of comfort and stability. As value investors with a long-term horizon and a deeply contrarian nature, we believe will be handsomely rewarded for the long and potentially rocky journey ahead.An overview of AlibabaNote from author: This section provides a description of the major services and businesses which are within the Alibaba ecosystem. For those who are already familiar with the operations of Alibaba, we suggest that you skip to the following section.Alibaba is an e-commerce giant which serves 1.31 billion annual active consumers across the many platforms and businesses in the Alibaba Ecosystem. Total Gross Merchandise Value (\"GMV\") transacted in the Alibaba Ecosystem in FY22 was RMB 8.3 trillion ($1.3 trillion), making it the largest retail commerce business in the world, according to Analysys.Alibaba reports its business across a number of segments: China commerce, International commerce; Local consumer services; Cainiao; Cloud; Digital media and entertainment; and Innovation initiatives and others. We provide an overview of each below.China CommerceAlibaba Annual Report FY22Alibaba's China Commerce segment is primarily Taobao and Tmall. Together, these constitute the world's largest digital retail business in terms of GMV for the twelve months ended 31 March 2022, according to Analysys.TaobaoTaobao is the company's main commerce platform and is both the starting point and destination portal for many users' shopping journey. It allows individuals and small businesses to create online storefronts and product listings for free. Alibaba generates revenue through add-ons sold to sellers, such as analytics and marketing. As well as being a shopping platform itself, it acts as a funnel for other platforms in the Alibaba ecosystem.TmallTmall is the partner of choice for both domestic and International brands. The platform is essentially a virtual mall, allowing brands and retailers to operate their own unique storefronts. The platform has a wide range of brands, with 320,000 brands and merchants on Tmall, including over 80% of the consumer brands ranked in the Forbes Top 100 World's Most Valuable Brands for 2021. It is the largest third-party online and mobile commerce platform for brands and retailers in the world in terms of GMV, according to Analysys. The platform differs from Taobao in that it charges retailers and merchants fees for setting up stores and a share of ongoing GMV, in addition to offering value-add services.OtherThere are a host of other platforms and businesses which cater to various markets. These includeTaobao Deals - like Taoboao, but with a focus on value-for-money products;Taocaicai - a community marketplace that offers consumers next-day pick-up services for a wide range of groceries and fresh goods at neighborhood pick-up points;Tmall Supermarket - offers daily necessities, FMCG and general merchandise through Taobao app with same-or-next-day delivery services;Freshippo - a retail chain for groceries and fresh goods with over 200 stores offering 30-minute delivery to customers living within a three kilometer radius of the store; andSun Art - an online and physical hypermarket.AlimamaThe company monetizes its broad user base and insights into customer behaviors through its Alimama platform. Alimama offers paid marketing services to merchants, retailers and promoters allowing them to advertise across its many platforms. This marketing is not confined to the Alibaba ecosystem, with affiliate programs allowing its users to directly market to consumers on other platforms outside of Alibaba's.In addition to ads within the Alibaba ecosystem, the company offers wider distribution through the Taobao Ad Network and Exchange (\"TANX\"), one of the largest real-time online bidding marketing exchanges in China. TANX helps publishers to monetize their media inventories both on mobile apps and web properties, automating the buying and selling of tens of billions of marketing impressions on a daily basis.1688.comAlibaba's domestic wholesale business, 1688.com, is China's largest integrated domestic wholesale marketplace in 2021 by net revenue, according to Analysys. Wholesalers pay a fixed annual subscription to sell with no additional fees, but can pay for additional premium features such as data analytics and marketing etc. These additional services account for the vast majority of income from wholesaling.International CommerceAlibaba Annual Report FY22LazadaLazada is a leading and fast-growing e-commerce platform in Southeast Asia and serves one of the largest user bases among the global e-commerce platforms. It caters to merchants of all sizes, from individuals to regional and global brands. Lazada also operates one of the leading e-commerce logistics networks in Southeast Asia, with the vast majority of Lazada's parcels going through its own facilities or first- and last-mile fleet.AliExpressAliExpress enables global consumers to buy directly from manufacturers and distributors in China and around the world. It is available in 18 languages and services consumers across many countries including the US and Europe.TrendyolTrendyol is a leading e-commerce platform in Turkey in terms of both GMV and order volume in 2021. It offers a large selection of products through e-commerce business as well as instant delivery services for food and groceries, as well as having its own fulfillment and logistics networks.Alibaba.comAlibaba.com is China's largest integrated international online wholesale marketplace in 2021 by revenue, according to Analysys, serving over 40 million buyers from over 190 countries in FY22. Like its domestic wholesaling counterpart, Alibaba generates the majority of the revenue through this platform for the additional value-add services it offers to merchants.Local Consumer ServicesCompany Annual Report FY22The company's local consumer services business is looking to expand its reach beyond products into consumer services, whether that is at home through its \"To Home\" businesses or on the go through its \"To Destination\" businesses.To HomeEle.me- a leading local services and on-demand delivery platform which enables consumers to order food and beverages, groceries, FMCG, flowers and pharmaceutical products anytime and anywhere.Fengniao Logistics - an on-demand delivery network which provides last-mile logistics services to orders placed through Ele.me as well as to other businesses in the Alibaba ecosystem including Freshippo, Sun Art, and Alibaba Health.Taoxianda - an online-offline integration service solution for FMCG brands and third-party grocery retail partners, facilitates the digitalization of retailers' operations.To-DestinationAmap - a leading provider of mobile digital map navigation and one-stop access point to services such as navigation, local services and ride-hailing. Amap technology underlies a range of apps both inside and outside of the Alibaba ecosystem, and the company provides map data and navigation software to international and domestic automotive companies.Fliggy - a leading online travel platform which provides comprehensive services to meet consumers' travel needs for airline and train tickets, accommodation, car rental, package tours and local attractions.Koubei - a restaurant and local services guide platform for in-store consumption, provides merchants with targeted marketing solutions, digital operation capabilities and analytics tools and allows consumers to discover local services content on the platform.CainiaoCainiao is a domestic and international one-stop shop for logistics services and supply chain management solutions, data insights and technology to digitalize the entire logistics process and enhance the capabilities of its logistics partners.It offers parcel pick-up services through a neighborhood logistics solution that operates a network of neighborhood, campus and rural village stations and residential self pick-up lockers. Consumers can also enjoy parcel pick-up at the doorstep and time-guaranteed delivery service through Cainiao.For merchants, Cainiao has built a full-fledged fulfillment network at provincial, city, and county levels in China, which offers customized fulfillment solutions to merchants across the Alibaba ecosystem. It has a network of assets and partners to support merchants on cross-border and international commerce retail platforms such as AliExpress and Lazada.CloudAlibaba Group is the world's third largest and Asia Pacific's largest Infrastructure-as-a-service (\"IaaS\") provider by revenue in 2021, according to Gartner's April 2022 report. It is also China's largest provider of public cloud services by revenue in 2021, including PaaS and IaaS services, according to IDC.Alibaba CloudAlibaba Cloud offers a complete suite of cloud services, including proprietary servers, elastic computing, storage, network, security, database and big data, and IoT services, serving our ecosystem and beyond. Alibaba Cloud offers computing services in 27 regions globally and served more than 60% of A-share listed companies in China in FY22. As digital transformation accelerates, customers from non-Internet industries have increased their usage of cloud services, with such revenue accounting for half of cloud computing revenue in FY22.DingTalkDingTalk is a digital collaboration workplace and application development platform that offers new ways of working, sharing and collaboration for modern enterprises and organizations and is the largest business efficiency mobile app in China by monthly active users in March 2022, according to QuestMobile.DingTalk provides a comprehensive suite of solutions for enterprise collaboration, including real-time communication, organizational management and various network collaboration tools such as data storage, calendars, workflow management and shared documents. Enterprises can also enjoy convenient access to a broad range of applications, including those offered by third-party service providers, that are seamlessly integrated with DingTalk's platform.Digital Media and EntertainmentCompany Annual Report FY22In line with the continued expansion into areas beyond product consumption, the group is looking to benefit from media consumption through its delivery platforms as well as through the production and distribution of its own and third-party content.The first of these platforms is Youku, the third largest online long-form video platform in China in terms of monthly active users in March 2022, according to QuestMobile. The second is Quark which helps young users gain access to a variety of digital content and information for learning and work purposes.The company also produces, promotes and distributes content through Alibaba Pictures. In 2022, eight movies released by Alibaba Pictures were among the top ten domestic movies in terms of ticket sales. The company also provides ticketing services for live events - concerts, plays, and sporting events - through Damai, and develops and distributes mobile games through Lingxi Games.InnovationIn 2019, Alibaba established the DAMO Academy, a global research program in cutting-edge technologies that aims to integrate and speed up knowledge exchange between science and industry. An example of the innovation is the proprietary L4 self-driving vehicle Xiaomanlv used by Cainiao, which has delivered over 10 million parcels within gated communities and university campuses.Its Tmall Genie product range provides a selection of internet-enabled smart home appliances, including smart speakers, lights and remote controls. The Tmall Genie smart speaker is a leading smart speaker in China in terms of sales units, and provides an interactive interface for our customers to easily access services offered by the company.InvestmentsIn addition to its operating businesses, Alibaba has a portfolio of equity (listed and private) and debt investments with a total value of RMB 239 billion as of 30 June 2022. The company also has a number of investments in which it holds a minority stake (\"equity investees\"). The most significant of these is the group's 33% stake in the Ant Group, the parent company of Alipay which provides substantially all of the payment processing and all of the escrow services on Alibaba marketplaces.Business reviewThe Alibaba GroupPrepared by author. Data from company annual reports.Despite its many operating businesses and international expansion, Alibaba is still predominantly a domestic e-commerce business in China. In FY22, China commerce - which include the company's domestic retail and wholesale businesses - accounted for almost 80% of the group's revenue. The next largest segments are Cloud (8% of revenue) and International Commerce (7% of revenue). We consider the performance of these three key segments below.China CommercePrepared by author. Data from company annual reports.The e-commerce businesses in China continue to grow albeit at a slower rate, with growth slowing from 45% in FY21 to 18% in FY22. The company's main ecommerce platforms in China - Taobao and Tmall - have seen their revenue growth slow to low-single digits in FY22, with the majority of revenue growth now being driven by the growth of the company's direct sales businesses - Tmall Supermarket and SunArt.This expansion into direct sales (i.e. traditional retailing) is unlocking new areas for growth, but at the cost of significantly lower margins. The company has also increased investment in its platforms and increased spending for user growth and on merchant support, further depressing margins.As a result, EBITA margin has declined from 50% in FY20 to around 30% in FY22, offsetting the impact of the growth in revenue. The company expects margins to continue to be affected by this trend as direct sales account for an increasing share of revenue.Please note: The EBITA reported by management excludes share-based compensation expenses. While we understand that it can be a useful metric on this basis, we have adjusted it to include the share-based compensation expense as this is a true cost to the company. Any reference to EBITA throughout this article is on that basis.CloudPrepared by author. Data from company annual reports.The trend of slowing growth is not confined to ecommerce, with the Cloud segment also seeing growth slow to 25% in FY22. The slowing growth was due to the loss of a significant customer as well as slowing demand from customers in China's internet industry.The slowdown in FY22 follows a year where revenue grew by a little over 50% and has grown by 85% since in the past 2 years. In addition, excluding the impact of the customer loss, the underlying business actually grew by 29%.The continued top-line growth is contributing to improving operating margins, albeit the Cloud business remains loss making. If share awards are excluded, however, Cloud has actually grown beyond its break-even point generating an EBITA margin of 2% in FY22. Due to the operational leverage of these types of businesses, further top line growth should start to result in improving margins.International CommercePrepared by author. Data from Company Annual Report.The theme in International commerce is similar. Revenue growth slowed to 25% in FY22, following a strong FY21 which saw revenue grow by 44%. The slowdown has in part been due to various headwinds faced by AliExpress and Trendyol, which have been key growth drivers of growth in recent years.Trendyol has been affected by high inflation in Turkey and the weakened Turkish Lira, whilst AliExpress sales have been affected by the removal of the EU VAT exemption for low value foreign imports. The Russia-Ukraine conflict has also resulted in supply chain and logistics disruptions.The International commerce segment as a whole continues to be loss making, with the profits from the wholesaling business not enough to outweigh the losses from the retail side. The loss actually increased in FY22 due to increased promotional spend and user acquisition costs in respect of Lazada and the cost of investments in Trendyol at a time when it is suffering from the economic situation.The \"ecosystem\"Prepared by author. Data from company annual reports.Whilst Alibaba operates numerous individual platforms, they all combine to create the \"Alibaba ecosystem.\" At first glance, Alibaba operates a profitable e-commerce business in China which it uses to subsidize a host of other unprofitable ventures. However, it is too simplistic to look at Alibaba in this way.Businesses which are currently loss-making, may still contribute positively to the overall strength and profitability of the wider ecosystem. The more services and platforms the company has, the greater the network effects and switching costs become for consumers and merchants.Not providing such services could result in a loss of consumers and merchants to competitors, where the long-term impact would be greater than the cost of offering the service at a loss. On the other hand, if any loss-making business is not beneficial to the rest of the ecosystem, we would expect that it ultimately be wound down or disposed of.Many of the loss-making businesses were also only acquired or started in recent years and have yet to reach a critical mass. Take the Cloud business, for example. This is a business which requires a lot of investment and has a largely fixed cost base, meaning it needs to reach a certain size to break-even. Any growth beyond that should be rewarded with very high margins.Prepared by author. Data from company annual reports.Looking at the Alibaba group as a whole, the theme of strong but slowing growth holds true. Again, it is important to view this in the context of the group growing its top line more than 5 times since 2017 - equivalent to a compound annual growth rate of 32%.Since 2017, growth has come at the expense of profitability, with EBITA margins falling from almost 40% to less than 15% in FY22. If this decline in profitability had occurred whilst the operations of the group had remained constant, then we would see it as reason to be concerned. However, the key reason for the declining margins is the company's expansion which will form the basis for the company's future growth.Whilst some of the decline in margin is structural as a result of expansion into lower margin business such as traditional retail and logistics, we do expect margins to improve as the company continues to grow and its businesses benefit from advantages of scale.Any management team which is willing to put long-term success ahead of short-term profitability should be commended. The culture at Alibaba appears to be geared towards this. The legal structure - which essentially gives shareholders zero control over the management of the company - also means management is less likely to be concerned by the short-term demands of the market or shareholders.The overall profitability of Alibaba is not solely dependent on its operating businesses. Significant fluctuations in the company's investment portfolio can also have a significant impact on net income. In both FY20 and FY21, the company recognized gains of over RMB 70 billion, equivalent to more than 90% of the company's operating income in each of those years. However, in FY22, the value of the company's listed portfolio declined by over RMB 15 billion - wiping out almost 25% of the company's operating income.The performance of equity method investees - particularly Ant Group - can also materially impact overall profitability. Alibaba's share of profits from equity investees has improved from a loss of RMB 5 billion in FY20 to a gain of RMB 14 billion in FY22. Performance in FY22 was boosted by gains in investments recognized by Ant Group rather than improvements in the underlying business, meaning future profits may not be so high.Overall, adjusted net income - which excludes changes in the value of investments described above, as well as certain one-off or non-cash costs - has been broadly flat in the three years through FY22 in the range of RMB 100 billion to RMB 120 billion.Cash flowPrepared by author. Data from company annual reports.Essentially all of the company's net income translates into free cash which can be used to fund acquisitions or returns to shareholders.In the three years through FY22, the company has generated over RMB 400 million in free cash flows. The main use for this cash flow has been acquisitions, with the company investing around 50% of its cumulative free cash flow on new or additional investment in equities, business combinations or non-wholly owned subsidiaries.The company does not and has never paid any dividend, but does have a share repurchase program of up to $25 billion (RMB 103 billion). As of 30 June 2022, there is a further $12 billion (RMB 81 billion) still to be completed by 2024, equivalent to around 5% of outstanding shares at the current price.The strong cash generation of the business is reflected on its balance sheet, with a net cash position of RMB 378 billion as of 30 June 2022.Note: TheFCF metric reported by management excludes the acquisition of land use rights and construction in progress relating to office campuses. Whilst these do not relate directly to the revenue-generating segments, they are still a true cash outflow from an investor's perspective. As such, we have adjusted management's FCF metric to include these outflows.Q1 FY23 Trading UpdatePrepared by author. Data from Q1 FY23 trading update.On 4 August 2022, the company released their results for the first quarter of FY23. A further slowdown with revenue flat on the same period in the prior, albeit management reported that a slow April and May had been offset but a recovery in June.China commerce revenue fell by 1% as GMV fell by a single-digit percentage and order cancellations increased as a result of the Covid-19 resurgence. This was partially offset by modest single digit growth in International commerce, Local consumer services and Cainiao. Cloud was the stand-out performer with revenue up 10% on the prior year. Despite stable revenues, earnings of the operating business were down by almost 20% as EBITA margins fell from 17% to 11%.RisksRegulationThe company operates a number of businesses in which foreign ownership or investment is restricted or prohibited. To ensure the company remains compliant, the businesses which are subject to these restrictions are carved out in separate legal entities which are not owned directly or indirectly by Alibaba, with control and economic benefit provided by way of contracts. Should the law (or interpretation thereof) change, there is a risk that Alibaba could be required to sell or cease operations in some of its businesses in China.De-listingThere is a conflict between what the PCAOB in the US requires of auditors of US-listed companies and what auditors in China are allowed to disclose under Chinese law. Without cooperation on this issue, Alibaba may be prohibited from trading on the NYSE or other U.S. stock exchange by 2024 under current laws.SEC investigationIn early 2016, the SEC initiated an investigation into whether the company has violated any federal securities laws in relation to its accounting practices. The investigation is ongoing and it is unclear what, if any, consequences the company could face.OutlookManagement does not provide any medium-term guidance or targets in respect of the company's financial performance. However, its growth strategy revolves around the following three key trends.ConsumptionConsumption is a key driver of company performance. With the 1 billion active users on its e-commerce platforms in China, the company already has deep penetration of the domestic market. However, there is scope to grow through further penetration of less developed regions and capturing a larger proportion of existing users' spending.DigitalizationDigitalization of the economy, particularly through cloud computing, represents a huge area of new business opportunity. China's cloud computing industry is still at a nascent stage of development and is forecast to increase by 400% by 2025.GlobalizationThe company also hopes to capitalize on globalization. The initial focus is on expansion in Southeast Asia, through localized and cross-border offerings. Alibaba is already the largest IaaS service provider in Asia Pacific, and it continues to expand its international cloud infrastructure, with data centers in 27 regions globally, including Singapore, Indonesia, Malaysia, the Philippines and Thailand.ValuationAlibaba has two major components to it: its operating businesses (including its subsidiaries, VIEs and equity method investees) and its investment portfolio.As of 16 August 2022, the company's ADRs (equivalent to 8 ordinary shares) trade at around $92, giving a total market capitalization of c.$244 billion (RMB 1,653 billion). Excluding the company's significant net cash position (including short-term investments) of RMB 453 billion and its investment portfolio with a value of RMB 234 billion, this implies a valuation of RMB 966 billion for the operating business alone.Our approach to valuing the operating businesses centers around determining the true underlying earnings power of the business or \"owner earnings.\" In the case of Alibaba, we will use Non-GAAP net income - which excludes amortization of intangibles, gains/losses in respect of investments and one-off non-recurring items such as fines - as our basis. Owner earnings in FY22 were around RMB 112 billion, equivalent to a price-to-earnings ratio of 9x for the operating businesses.Due to the number of operating businesses and the limited information available in respect of each, we have not attempted to value each individually. Rather, we have applied high level assumptions at the group level to consider the implied potential returns under various hypothetical scenarios in reaching a conclusion on the attractiveness of the current valuation.AssumptionsLowerMidUpperNet income growth5%7%9%Price-to-earnings multiple12x15x18xThe assumed growth in earnings of 3% at the lower end and 7% at the upper end are low by historical standards, with historical growth in adjusted net income of 18% in the period FY17-FY22. We also assume that the company has to retain and reinvest 75% of its earnings to achieve this modest growth in net earnings, which is high by historical standards and may well be a lot lower in practice. We also make no allowance for any growth in the value of the company's investment portfolio.Even under these scenarios, which we feel provide for a significant margin of safety, the implied 10-year compound annual return ranges from 22% on the lower end to 34% on the higher end - a total return of between 5x and 16x in 10 years.ConclusionThere are two equally string but conflicting components when it comes to Alibaba as a prospective investment: the strength and prospects of the company's operating businesses versus the inherent uncertainty of investing in businesses with significant operations in China.Where you come out on the balance between those two will ultimately determine whether you see it as an absolute bargain or a complete no-go. As long-term contrarian value investors, we feel the business strengths, discounted value, and prospective returns on offer are too attractive to ignore. For that reason, we consider it a \"buy\" and have allocated a significant proportion of our portfolio to it at the current price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060657124,"gmtCreate":1651144891861,"gmtModify":1676534858343,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Great[Like]&nbsp;","listText":"Great[Like]&nbsp;","text":"Great[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060657124","repostId":"1145310001","repostType":4,"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060654498,"gmtCreate":1651144810702,"gmtModify":1676534858277,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Great news","listText":"Great news","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060654498","repostId":"1139086727","repostType":4,"repost":{"id":"1139086727","pubTimestamp":1651143946,"share":"https://ttm.financial/m/news/1139086727?lang=&edition=fundamental","pubTime":"2022-04-28 19:05","market":"us","language":"en","title":"U.S. Stocks To Watch: Apple, Meta, Amazon and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1139086727","media":"benzinga","summary":"Some of the stocks that may grab investor focus today are:Analysts expect Apple Inc. to post quarter","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p>Analysts expect <b>Apple Inc.</b> to post quarterly earnings at $1.43 per share on revenue of $93.89 billion after the closing bell. Apple shares gained 1.4% to $158.80 in after-hours trading.</p><p><b>Meta Platforms, Inc.</b> reported better-than-expected earnings for its first quarter, while sales missed estimates. The company reported 2.87 billion daily active people for its family of products, up 6% year-over-year. Meta shares jumped 18.4% to $207.08 in the after-hours trading session.</p><p><b>QUALCOMM Incorporated</b> reported better-than-expected results for its second quarter and issued a strong forecast for the current quarter. </p><p>After the markets close, <b>Amazon.com, Inc.</b> is projected to post quarterly earnings at $8.07 per share on revenue of $116.30 billion. Amazon shares rose 2% to $2,819.07 in after-hours trading.</p></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>U.S. Stocks To Watch: Apple, Meta, Amazon and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks To Watch: Apple, Meta, Amazon and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/04/26860076/7-stocks-to-watch-for-april-28-2022><strong>benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:Analysts expect Apple Inc. to post quarterly earnings at $1.43 per share on revenue of $93.89 billion after the closing bell. Apple shares ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/04/26860076/7-stocks-to-watch-for-april-28-2022\">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","QCOM":"高通","AMZN":"亚马逊"},"source_url":"https://www.benzinga.com/news/earnings/22/04/26860076/7-stocks-to-watch-for-april-28-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139086727","content_text":"Some of the stocks that may grab investor focus today are:Analysts expect Apple Inc. to post quarterly earnings at $1.43 per share on revenue of $93.89 billion after the closing bell. Apple shares gained 1.4% to $158.80 in after-hours trading.Meta Platforms, Inc. reported better-than-expected earnings for its first quarter, while sales missed estimates. The company reported 2.87 billion daily active people for its family of products, up 6% year-over-year. Meta shares jumped 18.4% to $207.08 in the after-hours trading session.QUALCOMM Incorporated reported better-than-expected results for its second quarter and issued a strong forecast for the current quarter. After the markets close, Amazon.com, Inc. is projected to post quarterly earnings at $8.07 per share on revenue of $116.30 billion. Amazon shares rose 2% to $2,819.07 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088526197,"gmtCreate":1650367295478,"gmtModify":1676534706102,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Hope for the best","listText":"Hope for the best","text":"Hope for the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088526197","repostId":"2228660995","repostType":4,"repost":{"id":"2228660995","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":1650366428,"share":"https://ttm.financial/m/news/2228660995?lang=&edition=fundamental","pubTime":"2022-04-19 19:07","market":"us","language":"en","title":"Moderna Says Dual Variant Booster With Beta More Effective Vs Omicron Than Current Shot","url":"https://stock-news.laohu8.com/highlight/detail?id=2228660995","media":"Reuters","summary":"Moderna Inc on Tuesday said a COVID-19 booster designed to target the Beta variant as well as the or","content":"<html><head></head><body><p>Moderna Inc on Tuesday said a COVID-19 booster designed to target the Beta variant as well as the original coronavirus generated a better immune response against a number of virus variants including Omicron.</p><p>Moderna said the results were a good sign for the company&#39;s plans for future shots targeting two COVID-19 variants.</p><p>Dr. Jacqueline Miller, a top Moderna scientist, said the company had no immediate plans to file for authorization of the bivalent vaccine including the Beta variant. It will submit the data to the U.S. Food and Drug Administration in order to lay the groundwork for a future bivalent vaccine candidate that includes the Omicron variant as a target.</p><p>The company said the bivalent vaccine with Beta generated higher neutralizing antibody titers against the Omicron variant at <a href=\"https://laohu8.com/S/AONE.U\">one</a> and six months after the shot was given than the booster of its original vaccine currently in use.</p><p>The company said it was especially encouraging that the bivalent vaccine induced higher antibody responses against variants that were not specifically included in the vaccine.</p><p>The 50-microgram bivalent booster, which the company calls mRNA 1273.211, was tested in 300 people.</p><p>Moderna has started testing a different bivalent shot that combines an Omicron-specific vaccine with its original. Initial data from that vaccine is expected later in the second quarter, Moderna said.</p><p>It is also testing a monovalent booster targeted at Omicron alone.</p><p>&#34;In order to be ready for the fall, we&#39;ve had to start manufacture at risk,&#34; Miller said. &#34;Our belief is that the bivalent, based on the data that we have already observed ... offers the best hope for longer and more durable protection.&#34;</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>Moderna Says Dual Variant Booster With Beta More Effective Vs Omicron Than Current Shot</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\">\nModerna Says Dual Variant Booster With Beta More Effective Vs Omicron Than Current Shot\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-19 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Moderna Inc on Tuesday said a COVID-19 booster designed to target the Beta variant as well as the original coronavirus generated a better immune response against a number of virus variants including Omicron.</p><p>Moderna said the results were a good sign for the company&#39;s plans for future shots targeting two COVID-19 variants.</p><p>Dr. Jacqueline Miller, a top Moderna scientist, said the company had no immediate plans to file for authorization of the bivalent vaccine including the Beta variant. It will submit the data to the U.S. Food and Drug Administration in order to lay the groundwork for a future bivalent vaccine candidate that includes the Omicron variant as a target.</p><p>The company said the bivalent vaccine with Beta generated higher neutralizing antibody titers against the Omicron variant at <a href=\"https://laohu8.com/S/AONE.U\">one</a> and six months after the shot was given than the booster of its original vaccine currently in use.</p><p>The company said it was especially encouraging that the bivalent vaccine induced higher antibody responses against variants that were not specifically included in the vaccine.</p><p>The 50-microgram bivalent booster, which the company calls mRNA 1273.211, was tested in 300 people.</p><p>Moderna has started testing a different bivalent shot that combines an Omicron-specific vaccine with its original. Initial data from that vaccine is expected later in the second quarter, Moderna said.</p><p>It is also testing a monovalent booster targeted at Omicron alone.</p><p>&#34;In order to be ready for the fall, we&#39;ve had to start manufacture at risk,&#34; Miller said. &#34;Our belief is that the bivalent, based on the data that we have already observed ... offers the best hope for longer and more durable protection.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4568":"美国抗疫概念","MRNA":"Moderna, Inc.","BK4551":"寇图资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228660995","content_text":"Moderna Inc on Tuesday said a COVID-19 booster designed to target the Beta variant as well as the original coronavirus generated a better immune response against a number of virus variants including Omicron.Moderna said the results were a good sign for the company's plans for future shots targeting two COVID-19 variants.Dr. Jacqueline Miller, a top Moderna scientist, said the company had no immediate plans to file for authorization of the bivalent vaccine including the Beta variant. It will submit the data to the U.S. Food and Drug Administration in order to lay the groundwork for a future bivalent vaccine candidate that includes the Omicron variant as a target.The company said the bivalent vaccine with Beta generated higher neutralizing antibody titers against the Omicron variant at one and six months after the shot was given than the booster of its original vaccine currently in use.The company said it was especially encouraging that the bivalent vaccine induced higher antibody responses against variants that were not specifically included in the vaccine.The 50-microgram bivalent booster, which the company calls mRNA 1273.211, was tested in 300 people.Moderna has started testing a different bivalent shot that combines an Omicron-specific vaccine with its original. Initial data from that vaccine is expected later in the second quarter, Moderna said.It is also testing a monovalent booster targeted at Omicron alone.\"In order to be ready for the fall, we've had to start manufacture at risk,\" Miller said. \"Our belief is that the bivalent, based on the data that we have already observed ... offers the best hope for longer and more durable protection.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012657352,"gmtCreate":1649330644939,"gmtModify":1676534492564,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012657352","repostId":"1125321745","repostType":4,"repost":{"id":"1125321745","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":1649325277,"share":"https://ttm.financial/m/news/1125321745?lang=&edition=fundamental","pubTime":"2022-04-07 17:54","market":"us","language":"en","title":"Semiconductor Stocks Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1125321745","media":"Tiger Newspress","summary":"Semiconductor Stocks Gained in Premarket Trading. Nvidia, AMD, STM, Micron and AMAT jumped over 1%.","content":"<html><head></head><body><p>Semiconductor Stocks Gained in Premarket Trading. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, STM, Micron and AMAT jumped over 1%.<img src=\"https://static.tigerbbs.com/b433fe3103e8d4609127e8397325633e\" tg-width=\"390\" tg-height=\"342\" 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>Semiconductor Stocks Gained in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Stocks Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-07 17:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor Stocks Gained in Premarket Trading. <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, STM, Micron and AMAT jumped over 1%.<img src=\"https://static.tigerbbs.com/b433fe3103e8d4609127e8397325633e\" tg-width=\"390\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4512":"苹果概念","BK4566":"资本集团","BK4579":"人工智能","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","AMD":"美国超微公司","BK4573":"虚拟现实","NVDA":"英伟达","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4543":"AI"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125321745","content_text":"Semiconductor Stocks Gained in Premarket Trading. Nvidia, AMD, STM, Micron and AMAT jumped over 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013626938,"gmtCreate":1648723974268,"gmtModify":1676534386183,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013626938","repostId":"2223960354","repostType":4,"repost":{"id":"2223960354","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1648719542,"share":"https://ttm.financial/m/news/2223960354?lang=&edition=fundamental","pubTime":"2022-03-31 17:39","market":"us","language":"en","title":"The latest Wall Street estimate for the metaverse is that it could be a $13 trillion market","url":"https://stock-news.laohu8.com/highlight/detail?id=2223960354","media":"Dow Jones","summary":"The latest Wall Street bank to try to make sense of the metaverse is Citi, which says the market for","content":"<html><head></head><body><p>The latest Wall Street bank to try to make sense of the metaverse is Citi, which says the market for it might reach $13 trillion.</p><p>In a 184-page research note, Citi defines the metaverse in a broad way, including not just headsets but even smartphones, to reach a market size of between $8 trillion and $13 trillion by 2030 with as many five billion users. Citi says augmented reality -- where images and sound complement reality -- rather than virtual reality, will be more ubiquitous.</p><p>Put a different way, the metaverse would be 1% of the estimated $128 trillion global economy, which doesn&#39;t sound too far fetched given that the digital economy accounted for 10% of U.S. output in 2018, before the pandemic.</p><p>But there&#39;s a need for major investment to get there. Only a quarter of the global population wlll have access to 5G speeds by 2025. And in any event, the Citi report, users aren&#39;t necessarily clamoring to get there.</p><p>What will the metaverse be used for? Gaming, for sure, but also entertainment commerce, advertising, education, healthcare, public services, tourism and training. There&#39;s already examples, such as the rapper Travis Scott performing a concert inside of the Fortnite game, or a virtual fashion week this month in Decentraland.</p><p>Popular metaverse gaming companies include Fortnite maker Epic Games, Roblox, Ubisoft and Microsoft, which owns Minecraft.</p><p>And of course, no metaverse discussion would be complete without an examination of cybercurrencies and non-fungible-tokens. The Citi report did point out the hype in the NFT space, saying wash trades, where a seller is on both sides of a trade, is rampant, creating a misleading picture of liquidity and artificially inflating value. Counterfeits and so-called rug pulls also are problems.</p><p>There already are gaming tokens with market capitalizations of over $1 billion: Mana for Decentraland, AXS for Axie Infinity, SAND for The Sandbox, APE for ApeCoin, and GALA for Gala. (Some $615 million was just stolen from Axie Infinity)</p><p>Citi expects different forms of cryptocurrency such as bitcoin   and Ethereum   to dominate, but also coexist with fiat currencies, central bank digital currency and stablecoins.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The latest Wall Street estimate for the metaverse is that it could be a $13 trillion market</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 latest Wall Street estimate for the metaverse is that it could be a $13 trillion market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-03-31 17:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The latest Wall Street bank to try to make sense of the metaverse is Citi, which says the market for it might reach $13 trillion.</p><p>In a 184-page research note, Citi defines the metaverse in a broad way, including not just headsets but even smartphones, to reach a market size of between $8 trillion and $13 trillion by 2030 with as many five billion users. Citi says augmented reality -- where images and sound complement reality -- rather than virtual reality, will be more ubiquitous.</p><p>Put a different way, the metaverse would be 1% of the estimated $128 trillion global economy, which doesn&#39;t sound too far fetched given that the digital economy accounted for 10% of U.S. output in 2018, before the pandemic.</p><p>But there&#39;s a need for major investment to get there. Only a quarter of the global population wlll have access to 5G speeds by 2025. And in any event, the Citi report, users aren&#39;t necessarily clamoring to get there.</p><p>What will the metaverse be used for? Gaming, for sure, but also entertainment commerce, advertising, education, healthcare, public services, tourism and training. There&#39;s already examples, such as the rapper Travis Scott performing a concert inside of the Fortnite game, or a virtual fashion week this month in Decentraland.</p><p>Popular metaverse gaming companies include Fortnite maker Epic Games, Roblox, Ubisoft and Microsoft, which owns Minecraft.</p><p>And of course, no metaverse discussion would be complete without an examination of cybercurrencies and non-fungible-tokens. The Citi report did point out the hype in the NFT space, saying wash trades, where a seller is on both sides of a trade, is rampant, creating a misleading picture of liquidity and artificially inflating value. Counterfeits and so-called rug pulls also are problems.</p><p>There already are gaming tokens with market capitalizations of over $1 billion: Mana for Decentraland, AXS for Axie Infinity, SAND for The Sandbox, APE for ApeCoin, and GALA for Gala. (Some $615 million was just stolen from Axie Infinity)</p><p>Citi expects different forms of cryptocurrency such as bitcoin   and Ethereum   to dominate, but also coexist with fiat currencies, central bank digital currency and stablecoins.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4097":"系统软件","BK4504":"桥水持仓","U":"Unity Software Inc.","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","MSFT":"微软","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4207":"综合性银行","RBLX":"Roblox Corporation","BK4551":"寇图资本持仓","BK4547":"WSB热门概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223960354","content_text":"The latest Wall Street bank to try to make sense of the metaverse is Citi, which says the market for it might reach $13 trillion.In a 184-page research note, Citi defines the metaverse in a broad way, including not just headsets but even smartphones, to reach a market size of between $8 trillion and $13 trillion by 2030 with as many five billion users. Citi says augmented reality -- where images and sound complement reality -- rather than virtual reality, will be more ubiquitous.Put a different way, the metaverse would be 1% of the estimated $128 trillion global economy, which doesn't sound too far fetched given that the digital economy accounted for 10% of U.S. output in 2018, before the pandemic.But there's a need for major investment to get there. Only a quarter of the global population wlll have access to 5G speeds by 2025. And in any event, the Citi report, users aren't necessarily clamoring to get there.What will the metaverse be used for? Gaming, for sure, but also entertainment commerce, advertising, education, healthcare, public services, tourism and training. There's already examples, such as the rapper Travis Scott performing a concert inside of the Fortnite game, or a virtual fashion week this month in Decentraland.Popular metaverse gaming companies include Fortnite maker Epic Games, Roblox, Ubisoft and Microsoft, which owns Minecraft.And of course, no metaverse discussion would be complete without an examination of cybercurrencies and non-fungible-tokens. The Citi report did point out the hype in the NFT space, saying wash trades, where a seller is on both sides of a trade, is rampant, creating a misleading picture of liquidity and artificially inflating value. Counterfeits and so-called rug pulls also are problems.There already are gaming tokens with market capitalizations of over $1 billion: Mana for Decentraland, AXS for Axie Infinity, SAND for The Sandbox, APE for ApeCoin, and GALA for Gala. (Some $615 million was just stolen from Axie Infinity)Citi expects different forms of cryptocurrency such as bitcoin   and Ethereum   to dominate, but also coexist with fiat currencies, central bank digital currency and stablecoins.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013628171,"gmtCreate":1648723842560,"gmtModify":1676534386168,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Increase output[Like]&nbsp;[Like]&nbsp;","listText":"Increase output[Like]&nbsp;[Like]&nbsp;","text":"Increase output[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013628171","repostId":"1134713764","repostType":4,"repost":{"id":"1134713764","pubTimestamp":1648713482,"share":"https://ttm.financial/m/news/1134713764?lang=&edition=fundamental","pubTime":"2022-03-31 15:58","market":"fut","language":"en","title":"What a 180-Million-Barrel Oil Release May Mean for the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1134713764","media":"Bloomberg","summary":"Biden team working on release to combat spiking gasoline priceOil prices dropped by around $5 a barr","content":"<html><head></head><body><ul><li>Biden team working on release to combat spiking gasoline price</li><li>Oil prices dropped by around $5 a barrel shortly after report</li></ul><p>Oil dropped by more than $5 a barrel in a matter of minutes after a report that the Biden administration is considering releasing about 1 million barrels a day from its strategic reserves for several months.</p><p>The overall release could be as much as 180 million barrels, according to people familiar with the plan, and an official announcement may come later Thursday. It would be significantly bigger than recent reserves sales by the U.S. and the country may be joined by allies as part of an effort coordinated by the International Energy Agency.</p><p>Here’s what some top analysts have to say about the impact:</p><p><b>Goldman Sachs Group Inc.</b></p><p>A potential release of crude from the Strategic Petroleum Reserve would help the market to re-balance this year, but it won’t solve a structural deficit for oil, analysts including Damien Courvalin said in a note. A release would reduce the amount of necessary price-induced demand destruction, but it’s not a persistent source of supply for coming years.</p><p><b>Oanda</b></p><p>The release would help cap oil prices in the short-term, but it’s unlikely to make up for the losses of Russian oil exports, said Jeffrey Halley, a senior market analyst at Oanda Asia Pacific Pte. In the longer run, it means that the U.S. SPR will be substantially reduced when demand typically climbs over the U.S. summer driving season, a potential upside for oil prices.</p><p><b>ClearView Energy Partners LLC</b></p><p>“It is hard to overstate the scale of this intervention, if it bears out,” Managing Director Kevin Book said in a research note. It would be the largest drawdown volume announced in the 45-year history of the SPR, and would follow the second biggest, the 50 million barrel combined sale and exchange in November. As global consumption may outstrip supply by 800,000 barrels a day in the second quarter, the release of 1 million barrels a day from the SPR could bring supply and demand roughly into balance absent further disruptions. That, however, would do little to rebuild lean global inventories.</p><p><b>RBC Capital Markets</b></p><p>Given the Biden administration is taking a very muscular stance toward Moscow, the SPR release is being used as a tool to blunt the impact for U.S. consumers, RBC Capital Markets said. Losses of Russian crude are likely to be enduring as the country will likely remain the most sanctioned nation on earth for the foreseeable future. It will be important to see whether this announcement will be an effective shock-and-awe tactic given that Russian energy losses are likely to climb as the campaign intensifies and the humanitarian crisis in Europe grows more dire, it said in a note.</p><p><b>S&amp;P Global</b></p><p>The move is likely to be insignificant, with the key focus still being Russian exports, said Victor Shum, vice president of consulting at S&amp;P Global. A wide range of outcomes are possible on Russian crude, with up to 7.5 million barrels a day of exports at stake. Any loss of Russian shipments could be replaced through higher output from Saudi Arabia and the United Arab Emirates and release of government-controlled reserves, at least for several months. Should Russian exports fall 3 million barrels a day from pre-invasion levels from April to December, that would be 825 million barrels, well above the 575 million barrels currently held in the already-shrinking U.S. SPR, he said.</p><p><b>DBS Bank</b></p><p>Previous release announcements have done little to assuage the market but the size of the latest potential move could have a more lasting impact on prices, said Suvro Sarkar, an energy analyst at DBS Bank Ltd. in Singapore. The actual impact on the market will depend on how the release happens -- whether it’s via direct sales or replacement. The U.S. currently holds about 570 million barrels in the reserves -- the lowest since 2002 -- and a 180 million barrel release without replacement would imply a more than 30% decrease. While the news could lower prices in the short term, it could lead to increased U.S. demand in the longer term to refill the reserves, he said.</p><p><b>ING Groep</b></p><p>The release would be the largest ever if it all comes from the U.S., and that would help to ease some of the supply tightness, said Warren Patterson, Singapore-based head of commodities strategy at ING Groep NV. While it would take the volume of the nation’s Strategic Petroleum Reserves to the lowest levels since the 1980s, the U.S. will likely push for a coordinated release so that the move will have a more meaningful impact on the market, he said.</p><p><b>Vanda Insights</b></p><p>A constant stream of incremental supply is what the market really needs to cool down prices, according to Vandana Hari, founder of Vanda Insights in Singapore. It’s also important that the U.S. is a producer that’s capable of taking action as the country has enough surplus SPR and has the infrastructure in place to get the 1 million barrels a day of oil to the refiners in fairly short order, she said.</p><p><b>SPI Asset Management</b></p><p>The release is a possible game-changer, and it offsets the loss of Russian supply for U.S. refiners, said Stephen Innes, managing partner at SPI Asset Management. It still needs to be seen whether the move will be enough to stem the tide of rising prices, or change the perception that reserves releases are little more than band-aids, he said. This unexpected supply boost may temper bullish views for a little bit until more details emerge, Innes said.</p><p><b>ANZ Group</b></p><p>Oil prices reacted quickly to the news, but there’s unlikely to be a major short-term impact on physical markets as the volumes are still relatively small compared with the losses due to the war in Europe, said Daniel Hynes, senior commodities strategist at Australia &amp; New Zealand Banking Group Ltd.. The release looks to be sizable compared with previous efforts, but there are issues around the timing, he said. Also, inventories could be squeezed in the medium term when demand picks up, leading to higher prices, Hynes said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What a 180-Million-Barrel Oil Release May Mean for the Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat a 180-Million-Barrel Oil Release May Mean for the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 15:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-03-31/what-a-sizable-u-s-oil-release-may-mean-for-energy-markets?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biden team working on release to combat spiking gasoline priceOil prices dropped by around $5 a barrel shortly after reportOil dropped by more than $5 a barrel in a matter of minutes after a report ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-03-31/what-a-sizable-u-s-oil-release-may-mean-for-energy-markets?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USO":"美国原油ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-03-31/what-a-sizable-u-s-oil-release-may-mean-for-energy-markets?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134713764","content_text":"Biden team working on release to combat spiking gasoline priceOil prices dropped by around $5 a barrel shortly after reportOil dropped by more than $5 a barrel in a matter of minutes after a report that the Biden administration is considering releasing about 1 million barrels a day from its strategic reserves for several months.The overall release could be as much as 180 million barrels, according to people familiar with the plan, and an official announcement may come later Thursday. It would be significantly bigger than recent reserves sales by the U.S. and the country may be joined by allies as part of an effort coordinated by the International Energy Agency.Here’s what some top analysts have to say about the impact:Goldman Sachs Group Inc.A potential release of crude from the Strategic Petroleum Reserve would help the market to re-balance this year, but it won’t solve a structural deficit for oil, analysts including Damien Courvalin said in a note. A release would reduce the amount of necessary price-induced demand destruction, but it’s not a persistent source of supply for coming years.OandaThe release would help cap oil prices in the short-term, but it’s unlikely to make up for the losses of Russian oil exports, said Jeffrey Halley, a senior market analyst at Oanda Asia Pacific Pte. In the longer run, it means that the U.S. SPR will be substantially reduced when demand typically climbs over the U.S. summer driving season, a potential upside for oil prices.ClearView Energy Partners LLC“It is hard to overstate the scale of this intervention, if it bears out,” Managing Director Kevin Book said in a research note. It would be the largest drawdown volume announced in the 45-year history of the SPR, and would follow the second biggest, the 50 million barrel combined sale and exchange in November. As global consumption may outstrip supply by 800,000 barrels a day in the second quarter, the release of 1 million barrels a day from the SPR could bring supply and demand roughly into balance absent further disruptions. That, however, would do little to rebuild lean global inventories.RBC Capital MarketsGiven the Biden administration is taking a very muscular stance toward Moscow, the SPR release is being used as a tool to blunt the impact for U.S. consumers, RBC Capital Markets said. Losses of Russian crude are likely to be enduring as the country will likely remain the most sanctioned nation on earth for the foreseeable future. It will be important to see whether this announcement will be an effective shock-and-awe tactic given that Russian energy losses are likely to climb as the campaign intensifies and the humanitarian crisis in Europe grows more dire, it said in a note.S&P GlobalThe move is likely to be insignificant, with the key focus still being Russian exports, said Victor Shum, vice president of consulting at S&P Global. A wide range of outcomes are possible on Russian crude, with up to 7.5 million barrels a day of exports at stake. Any loss of Russian shipments could be replaced through higher output from Saudi Arabia and the United Arab Emirates and release of government-controlled reserves, at least for several months. Should Russian exports fall 3 million barrels a day from pre-invasion levels from April to December, that would be 825 million barrels, well above the 575 million barrels currently held in the already-shrinking U.S. SPR, he said.DBS BankPrevious release announcements have done little to assuage the market but the size of the latest potential move could have a more lasting impact on prices, said Suvro Sarkar, an energy analyst at DBS Bank Ltd. in Singapore. The actual impact on the market will depend on how the release happens -- whether it’s via direct sales or replacement. The U.S. currently holds about 570 million barrels in the reserves -- the lowest since 2002 -- and a 180 million barrel release without replacement would imply a more than 30% decrease. While the news could lower prices in the short term, it could lead to increased U.S. demand in the longer term to refill the reserves, he said.ING GroepThe release would be the largest ever if it all comes from the U.S., and that would help to ease some of the supply tightness, said Warren Patterson, Singapore-based head of commodities strategy at ING Groep NV. While it would take the volume of the nation’s Strategic Petroleum Reserves to the lowest levels since the 1980s, the U.S. will likely push for a coordinated release so that the move will have a more meaningful impact on the market, he said.Vanda InsightsA constant stream of incremental supply is what the market really needs to cool down prices, according to Vandana Hari, founder of Vanda Insights in Singapore. It’s also important that the U.S. is a producer that’s capable of taking action as the country has enough surplus SPR and has the infrastructure in place to get the 1 million barrels a day of oil to the refiners in fairly short order, she said.SPI Asset ManagementThe release is a possible game-changer, and it offsets the loss of Russian supply for U.S. refiners, said Stephen Innes, managing partner at SPI Asset Management. It still needs to be seen whether the move will be enough to stem the tide of rising prices, or change the perception that reserves releases are little more than band-aids, he said. This unexpected supply boost may temper bullish views for a little bit until more details emerge, Innes said.ANZ GroupOil prices reacted quickly to the news, but there’s unlikely to be a major short-term impact on physical markets as the volumes are still relatively small compared with the losses due to the war in Europe, said Daniel Hynes, senior commodities strategist at Australia & New Zealand Banking Group Ltd.. The release looks to be sizable compared with previous efforts, but there are issues around the timing, he said. Also, inventories could be squeezed in the medium term when demand picks up, leading to higher prices, Hynes said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032608879,"gmtCreate":1647345958716,"gmtModify":1676534218744,"author":{"id":"4109933328497822","authorId":"4109933328497822","name":"limjohn22","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4109933328497822","authorIdStr":"4109933328497822"},"themes":[],"htmlText":"Hope for the best","listText":"Hope for the best","text":"Hope for the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032608879","repostId":"1109997166","repostType":4,"repost":{"id":"1109997166","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":1647343489,"share":"https://ttm.financial/m/news/1109997166?lang=&edition=fundamental","pubTime":"2022-03-15 19:24","market":"us","language":"en","title":"Airline Stocks Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1109997166","media":"Tiger Newspress","summary":"Delta Air Lines,United Continental and Southwest Airlines rose between 3% and 5% in premarket tradin","content":"<html><head></head><body><p>Delta Air Lines,United Continental and Southwest Airlines rose between 3% and 5% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/c1f76c68552d5285ea54611a9b831e35\" tg-width=\"815\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/>Three major U.S. airlines raised their forecasts for current-quarter revenue on Tuesday, highlighting a recovery in air travel as the Omicron variant loosens its grip on the country.</p><p>Delta Air Lines Inc, United Airlines Holdings Inc and Southwest Airlines Co said demand for air travel was strong, allaying investor concerns about a hit to profit from rising fuel costs due to the Russia-Ukraine war.</p><p>Delta said it was expecting first-quarter adjusted revenue to be about 78% of pre-pandemic level, compared with 72% to 76% it had forecast earlier.</p><p>Southwest said it was expecting revenue to fall 8% to 10%, better than its previous estimate of a 10% to 15% fall.</p><p>United Airlines Holdings Inc said it expects a fall in first-quarter operating revenue to be at the &#34;better&#34; end of its prior forecast of 20% and 25% drop, compared with pre-pandemic levels.</p><p>The airline, though, cut its full-year capacity forecast due to rising fuel prices and aircraft delivery delays.</p><p>United now expects 2022 capacity to be down in high single digits versus 2019. It had previously cut capacity forecast in January.</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>Airline Stocks Gained in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirline Stocks Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-15 19:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Delta Air Lines,United Continental and Southwest Airlines rose between 3% and 5% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/c1f76c68552d5285ea54611a9b831e35\" tg-width=\"815\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/>Three major U.S. airlines raised their forecasts for current-quarter revenue on Tuesday, highlighting a recovery in air travel as the Omicron variant loosens its grip on the country.</p><p>Delta Air Lines Inc, United Airlines Holdings Inc and Southwest Airlines Co said demand for air travel was strong, allaying investor concerns about a hit to profit from rising fuel costs due to the Russia-Ukraine war.</p><p>Delta said it was expecting first-quarter adjusted revenue to be about 78% of pre-pandemic level, compared with 72% to 76% it had forecast earlier.</p><p>Southwest said it was expecting revenue to fall 8% to 10%, better than its previous estimate of a 10% to 15% fall.</p><p>United Airlines Holdings Inc said it expects a fall in first-quarter operating revenue to be at the &#34;better&#34; end of its prior forecast of 20% and 25% drop, compared with pre-pandemic levels.</p><p>The airline, though, cut its full-year capacity forecast due to rising fuel prices and aircraft delivery delays.</p><p>United now expects 2022 capacity to be down in high single digits versus 2019. It had previously cut capacity forecast in January.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","LUV":"西南航空","DAL":"达美航空"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109997166","content_text":"Delta Air Lines,United Continental and Southwest Airlines rose between 3% and 5% in premarket trading.Three major U.S. airlines raised their forecasts for current-quarter revenue on Tuesday, highlighting a recovery in air travel as the Omicron variant loosens its grip on the country.Delta Air Lines Inc, United Airlines Holdings Inc and Southwest Airlines Co said demand for air travel was strong, allaying investor concerns about a hit to profit from rising fuel costs due to the Russia-Ukraine war.Delta said it was expecting first-quarter adjusted revenue to be about 78% of pre-pandemic level, compared with 72% to 76% it had forecast earlier.Southwest said it was expecting revenue to fall 8% to 10%, better than its previous estimate of a 10% to 15% fall.United Airlines Holdings Inc said it expects a fall in first-quarter operating revenue to be at the \"better\" end of its prior forecast of 20% and 25% drop, compared with pre-pandemic levels.The airline, though, cut its full-year capacity forecast due to rising fuel prices and aircraft delivery delays.United now expects 2022 capacity to be down in high single digits versus 2019. It had previously cut capacity forecast in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}