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2022-08-23

[lovely]

Intel Hits Lowest Levels in Five Years As Semiconductors Plunge on Recession, Rate Fears

2022-08-22

[Grin]

Here's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders

2022-08-19

[lovely]

Tiger Chart | Tiger Brokers Q1 Results

2022-08-18

[Facepalm]

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2022-08-14

[Surprised]

The Market Is Acting Like Peak Inflation Is Over. Not So Fast

2022-08-08

[Grin]

Alibaba: Same Stuff, Different Day

2022-08-08

[Surprised]

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2022-08-01

[lovely]

NIO Delivered 10,052 Vehicles in July 2022, Increasing By 26.7% YoY

2022-07-30

[Sly]

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2022-07-29

[Like]

EV Charging Stocks Soared in Morning Trading

2022-07-29

[Sly]

Nvidia Is The Stock Every Investor Should Consider

2022-07-29

[lovely]

Apple Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy

2022-07-28

[Duh]

5 Stocks Warren Buffett Has Piled Into as Inflation Skyrockets

2022-07-28

[Sly]

Singapore Airlines Swings to Profit as Demand Roars Back

2022-07-26

[lovely]

Alibaba Drops 2%, Nio Leads EV Crash With 7% Plunge

2022-07-26

[Duh]

Singapore Stocks to Watch: Singtel, CLCT, AA Reit, SIA Engineering, Keppel DC Reit

2022-07-26

[Facepalm]

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2022-07-23

[lovely]

2 Reasons Why Netflix Could Face Tougher Times Ahead

2022-07-18

[Thinking]

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2022-07-15

[love you]

Disney Cruise Line’s Newest Ship Finally Sets Sail With Fanfare And $5,000 Cocktails

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led by a 4.5% decline in Nvidia - as investors awaited second-quarter results from Nvidia (NVDA) and Marvell (MRVL) later in the week.</p><p><a href=\"https://laohu8.com/S/MSSXL\">Morgan Stanley</a> analyst Joseph Moore, who has an equal weight rating on both companies, said the duo could see pockets of weakness -- gaming for Nvidia and storage and enterprise for Marvell -- but the cloud and data centers are key.</p><p>The analyst Moore noted that while Nvidia&#39;s (NVDA) recent pre-announcement showed weakness in the data center, it&#39;s likely this was an &#34;aberration&#34; and the long-term trajectory is still there.</p><p>&#34;While numbers have materially less downside, the stock has simultaneously appreciated,&#34; Moore wrote in a note to clients. &#34;We are constructive, but a weakening semiconductor market could give a better entry point; we would leave room to add to positions on weakness and would remain with an [equal weight] view.&#34;</p><p>Nvidia (NVDA) is slated to report quarterly results on August 24.</p><p>For Marvell (MRVL), which reports on August 25, Moore said it&#39;s likely there will be a &#34;mixed&#34; outlook, citing a few headwinds.</p><p>&#34;We expect generally good numbers here, given lead times that have come down at the margin but are still long,&#34; the analyst explained, adding that areas to watch include storage, enterprise networking and potentially some inventory reduction in the cloud.</p><p>Chip equipment makers continued to be in the spotlight, as KLA Corp. (KLAC), Lam Research (LRCX) and ASML Holding (ASML) each fell at least 3% on Monday, led by a 4.5% decline in ASML.</p><p>Several other chipmakers saw sharp declines on Monday, including Qualcomm (QCOM), Texas Instruments (TXN), Broadcom (AVGO) and Micron Technology (MU), all of which fell 3% or more.</p><p>Last week, investment firm Citi maintained its neutral ratings on Advanced Micro Devices (AMD) and Intel (INTC) after the bank pointed to continued declines in notebook shipments, raising the risk for more downside for both companies.</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>Intel Hits Lowest Levels in Five Years As Semiconductors Plunge on Recession, Rate Fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel Hits Lowest Levels in Five Years As Semiconductors Plunge on Recession, Rate Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3875495-intel-hits-lowest-levels-in-five-years-as-semiconductors-sell-off-on-rate-fears><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel (NASDAQ:INTC) shares hit their lowest levels in more than five years on Monday, while the broader semiconductor industry sold off sharply on worries over a global recession and a more aggressive...</p>\n\n<a href=\"https://seekingalpha.com/news/3875495-intel-hits-lowest-levels-in-five-years-as-semiconductors-sell-off-on-rate-fears\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司","MRVL":"迈威尔科技","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/3875495-intel-hits-lowest-levels-in-five-years-as-semiconductors-sell-off-on-rate-fears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261574236","content_text":"Intel (NASDAQ:INTC) shares hit their lowest levels in more than five years on Monday, while the broader semiconductor industry sold off sharply on worries over a global recession and a more aggressive Federal Reserve.Santa Clara, California-based Intel (INTC) fell more than 4% to close at $33.84, even as the company is set to give details about its upcoming Meteor Lake processors at the Hot Chips 2022 conference.Pat Gelsinger, Chief Executive of Intel (INTC), spoke at the conference and gave updates on its Meteor Lake processors, along with the idea of chiplets, putting multiple chips on a single processor.Since the start of the year, Intel (INTC) has lost more than 36% of its value and has declined a similar amount over the past 12 months.Several of Intel's (INTC) competitors, including Nvidia (NASDAQ:NVDA), Advanced Micro Devices (AMD) and Marvell (NASDAQ:MRVL), fell more than 3% on Monday - led by a 4.5% decline in Nvidia - as investors awaited second-quarter results from Nvidia (NVDA) and Marvell (MRVL) later in the week.Morgan Stanley analyst Joseph Moore, who has an equal weight rating on both companies, said the duo could see pockets of weakness -- gaming for Nvidia and storage and enterprise for Marvell -- but the cloud and data centers are key.The analyst Moore noted that while Nvidia's (NVDA) recent pre-announcement showed weakness in the data center, it's likely this was an \"aberration\" and the long-term trajectory is still there.\"While numbers have materially less downside, the stock has simultaneously appreciated,\" Moore wrote in a note to clients. \"We are constructive, but a weakening semiconductor market could give a better entry point; we would leave room to add to positions on weakness and would remain with an [equal weight] view.\"Nvidia (NVDA) is slated to report quarterly results on August 24.For Marvell (MRVL), which reports on August 25, Moore said it's likely there will be a \"mixed\" outlook, citing a few headwinds.\"We expect generally good numbers here, given lead times that have come down at the margin but are still long,\" the analyst explained, adding that areas to watch include storage, enterprise networking and potentially some inventory reduction in the cloud.Chip equipment makers continued to be in the spotlight, as KLA Corp. (KLAC), Lam Research (LRCX) and ASML Holding (ASML) each fell at least 3% on Monday, led by a 4.5% decline in ASML.Several other chipmakers saw sharp declines on Monday, including Qualcomm (QCOM), Texas Instruments (TXN), Broadcom (AVGO) and Micron Technology (MU), all of which fell 3% or more.Last week, investment firm Citi maintained its neutral ratings on Advanced Micro Devices (AMD) and Intel (INTC) after the bank pointed to continued declines in notebook shipments, raising the risk for more downside for both companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996269232,"gmtCreate":1661176870328,"gmtModify":1676536467562,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Grin]&nbsp;","listText":"[Grin]&nbsp;","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996269232","repostId":"2261515445","repostType":4,"repost":{"id":"2261515445","pubTimestamp":1661177189,"share":"https://ttm.financial/m/news/2261515445?lang=&edition=fundamental","pubTime":"2022-08-22 22:06","market":"us","language":"en","title":"Here's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2261515445","media":"Motley Fool","summary":"Tesla's stock split will take place after the close of trading on Aug. 24, but don't expect to wake up to riches overnight.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla shareholders voted in favor of a 3-for-1 stock split at the company&#39;s annual meeting on Aug. 4.</li><li>Shareholders will see more shares of Tesla stock in their account after the stock split takes place on Aug. 24.</li><li>The shares will trade at a split-adjusted price on Aug. 25.</li></ul><p><b>Tesla</b> is moving forward with its second stock split on Aug. 24. Shareholders approved the 3-for-1 stock split at the company&#39;s annual meeting this month.</p><p>If you&#39;re confused about stock splits, below is a breakdown of how they work, so you can set your expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae15e6e1d3574d71df0833be714bce02\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>Stock splits are taking over headlines in 2022</b></p><p>Large tech companies have been dominating stock-split news this year. <b>Amazon</b> pursued its first stock split since the dot-com boom, completing a 20-for-1 stock split on June 3. E-commerce giant <b>Shopify</b> completed a 10-for-1 split of its common stock on June 28. Then, the parent company of Google, <b>Alphabet</b>, wrapped up a 20-for-1 stock split on July 15.</p><p>Now, Tesla is back in the spotlight after completing a 5-for-1 stock split in 2020. The electric vehicle maker hinted at a stock split earlier this year, and now the big day is taking place this month. If you haven&#39;t been following Tesla this year, here&#39;s a look at the company&#39;s stock-split timeline.</p><ul><li><b>March 28, 2022:</b> Tesla informed the SEC about its stock-split intentions via Form 8-K.</li><li><b>June 6, 2022:</b> If you were a shareholder as of close of business on this date, you received an invitation to Tesla&#39;s annual shareholders meeting.</li><li><b>June 10, 2022:</b> Tesla filed another form with the SEC, announcing a proposed 3-for-1 stock split.</li><li><b>Aug. 4, 2022:</b> Shareholders voted in favor of the 3-for-1 stock split at the 2022 Annual Meeting of Shareholders.</li><li><b>Aug. 17, 2022:</b> Stockholders of record on this date will receive two new shares for every one share they own.</li><li><b>Aug. 24, 2022:</b> The stock split will take place after the close of trading on this date.</li><li><b>Aug. 25, 2022:</b> Tesla shares will trade at a split-adjusted price on this date.</li></ul><p>As you can see, a stock split doesn&#39;t happen overnight. A company needs to file paperwork with the SEC to express its intentions, and then shareholders must give the company the green light to move forward with the stock split.</p><p><b>What happens when a stock splits?</b></p><p>A stock split may be popular, but that doesn&#39;t mean it&#39;s profitable. A stock split in itself won&#39;t make a company&#39;s market capitalization rise or change its intrinsic value. But it does increase the number of a company&#39;s outstanding shares. You&#39;ll notice more shares of a company stock in your account, but the overall value of your shares won&#39;t change. That&#39;s why a stock split is not a taxable event in itself. It doesn&#39;t leave you with more money in your pockets.</p><p>Let&#39;s dive into Tesla&#39;s stock split. The company is doing a 3-for-1 split. That means investors will receive two extra shares of Tesla for every one share they own.</p><p>If you own five shares of Tesla, you&#39;ll wake up to 15 shares of the company after the stock split. If you own 10 shares of Tesla, you&#39;ll have 30 shares later. If you own fractional shares, you&#39;ll still have a chance to participate in the stock split. You&#39;ll just have to do the math to see how your fractional shares will multiply after the stock split.</p><p>You can think of a stock split like getting slices of pizza. If you have a whole pizza, you can slice it into three equal parts like a 3-for-1 stock split. The amount of pizza you have is still the same. When you slice it, you break it up into bite-sized pieces so it&#39;s easier to consume.</p><p>A stock split makes it easier for investors to buy whole shares of a company stock by lowering the price tag. If shares of Tesla stock are $900 before the stock split, the shares will drop to $300 after the 3-for-1 stock split.</p><p><b>Is a stock split a positive sign for a company?</b></p><p>A stock split helps make a stock with a high price tag more affordable to retail investors. But that&#39;s not a big deal in this era since many investors can get their hands on stocks by purchasing fractional shares. However, there are some investors who like the idea of grabbing a whole share of Tesla without breaking the bank. Stock splits open the doors for more investors to accumulate whole shares of a company stock in their portfolio.</p><p>Although stock splits sound fancy, they are more of a cosmetic change. It doesn&#39;t determine the long-term potential of a company. Don&#39;t fall into the trap of believing that stock splits automatically lead to profitability. Do your research before you invest in any stock -- even if the company has a stock split coming up. Review the fundamentals, evaluate management&#39;s leadership style, and do a competitor analysis to see if a company deserves a spot in your portfolio.</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>Here's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders</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\">\nHere's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla shareholders voted in favor of a 3-for-1 stock split at the company's annual meeting on Aug. 4.Shareholders will see more shares of Tesla stock in their account after the stock split ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/\">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.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261515445","content_text":"KEY POINTSTesla shareholders voted in favor of a 3-for-1 stock split at the company's annual meeting on Aug. 4.Shareholders will see more shares of Tesla stock in their account after the stock split takes place on Aug. 24.The shares will trade at a split-adjusted price on Aug. 25.Tesla is moving forward with its second stock split on Aug. 24. Shareholders approved the 3-for-1 stock split at the company's annual meeting this month.If you're confused about stock splits, below is a breakdown of how they work, so you can set your expectations.Image source: Getty Images.Stock splits are taking over headlines in 2022Large tech companies have been dominating stock-split news this year. Amazon pursued its first stock split since the dot-com boom, completing a 20-for-1 stock split on June 3. E-commerce giant Shopify completed a 10-for-1 split of its common stock on June 28. Then, the parent company of Google, Alphabet, wrapped up a 20-for-1 stock split on July 15.Now, Tesla is back in the spotlight after completing a 5-for-1 stock split in 2020. The electric vehicle maker hinted at a stock split earlier this year, and now the big day is taking place this month. If you haven't been following Tesla this year, here's a look at the company's stock-split timeline.March 28, 2022: Tesla informed the SEC about its stock-split intentions via Form 8-K.June 6, 2022: If you were a shareholder as of close of business on this date, you received an invitation to Tesla's annual shareholders meeting.June 10, 2022: Tesla filed another form with the SEC, announcing a proposed 3-for-1 stock split.Aug. 4, 2022: Shareholders voted in favor of the 3-for-1 stock split at the 2022 Annual Meeting of Shareholders.Aug. 17, 2022: Stockholders of record on this date will receive two new shares for every one share they own.Aug. 24, 2022: The stock split will take place after the close of trading on this date.Aug. 25, 2022: Tesla shares will trade at a split-adjusted price on this date.As you can see, a stock split doesn't happen overnight. A company needs to file paperwork with the SEC to express its intentions, and then shareholders must give the company the green light to move forward with the stock split.What happens when a stock splits?A stock split may be popular, but that doesn't mean it's profitable. A stock split in itself won't make a company's market capitalization rise or change its intrinsic value. But it does increase the number of a company's outstanding shares. You'll notice more shares of a company stock in your account, but the overall value of your shares won't change. That's why a stock split is not a taxable event in itself. It doesn't leave you with more money in your pockets.Let's dive into Tesla's stock split. The company is doing a 3-for-1 split. That means investors will receive two extra shares of Tesla for every one share they own.If you own five shares of Tesla, you'll wake up to 15 shares of the company after the stock split. If you own 10 shares of Tesla, you'll have 30 shares later. If you own fractional shares, you'll still have a chance to participate in the stock split. You'll just have to do the math to see how your fractional shares will multiply after the stock split.You can think of a stock split like getting slices of pizza. If you have a whole pizza, you can slice it into three equal parts like a 3-for-1 stock split. The amount of pizza you have is still the same. When you slice it, you break it up into bite-sized pieces so it's easier to consume.A stock split makes it easier for investors to buy whole shares of a company stock by lowering the price tag. If shares of Tesla stock are $900 before the stock split, the shares will drop to $300 after the 3-for-1 stock split.Is a stock split a positive sign for a company?A stock split helps make a stock with a high price tag more affordable to retail investors. But that's not a big deal in this era since many investors can get their hands on stocks by purchasing fractional shares. However, there are some investors who like the idea of grabbing a whole share of Tesla without breaking the bank. Stock splits open the doors for more investors to accumulate whole shares of a company stock in their portfolio.Although stock splits sound fancy, they are more of a cosmetic change. It doesn't determine the long-term potential of a company. Don't fall into the trap of believing that stock splits automatically lead to profitability. Do your research before you invest in any stock -- even if the company has a stock split coming up. Review the fundamentals, evaluate management's leadership style, and do a competitor analysis to see if a company deserves a spot in your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991746562,"gmtCreate":1660886117259,"gmtModify":1676536418943,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[lovely]&nbsp;","listText":"[lovely]&nbsp;","text":"[lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991746562","repostId":"1117348296","repostType":2,"repost":{"id":"1117348296","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":1654849579,"share":"https://ttm.financial/m/news/1117348296?lang=&edition=fundamental","pubTime":"2022-06-10 16:26","market":"us","language":"en","title":"Tiger Chart | Tiger Brokers Q1 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1117348296","media":"Tiger Newspress","summary":"UP Fintech Holding Limited (the “Company”, a NASDAQ-listed company under the ticker “TIGR”, and all ","content":"<html><head></head><body><p>UP Fintech Holding Limited (the “Company”, a NASDAQ-listed company under the ticker “TIGR”, and all its subsidiaries and consolidated entities), a leading online brokerage firm focusing on global investors, today reported its unaudited financial results for the first quarter ended March 31, 2022.Total revenue in the first quarter was US$52.6 million.Non-GAAP net loss was US$1.9 million.</p><p>At the end of the first quarter, customer accounts totaled 1.9 million, and the number of customers with deposits increased to 703,500, an increase of 87.1% from the same quarter last year.The company’s net asset inflow was US$3.5 billion this quarter.</p><p><img src=\"https://static.tigerbbs.com/64cbf657cda3b585481356b434d7b182\" tg-width=\"1080\" tg-height=\"18410\" 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>Tiger Chart | Tiger Brokers Q1 Results</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\">\nTiger Chart | Tiger Brokers Q1 Results\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\">2022-06-10 16:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>UP Fintech Holding Limited (the “Company”, a NASDAQ-listed company under the ticker “TIGR”, and all its subsidiaries and consolidated entities), a leading online brokerage firm focusing on global investors, today reported its unaudited financial results for the first quarter ended March 31, 2022.Total revenue in the first quarter was US$52.6 million.Non-GAAP net loss was US$1.9 million.</p><p>At the end of the first quarter, customer accounts totaled 1.9 million, and the number of customers with deposits increased to 703,500, an increase of 87.1% from the same quarter last year.The company’s net asset inflow was US$3.5 billion this quarter.</p><p><img src=\"https://static.tigerbbs.com/64cbf657cda3b585481356b434d7b182\" tg-width=\"1080\" tg-height=\"18410\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117348296","content_text":"UP Fintech Holding Limited (the “Company”, a NASDAQ-listed company under the ticker “TIGR”, and all its subsidiaries and consolidated entities), a leading online brokerage firm focusing on global investors, today reported its unaudited financial results for the first quarter ended March 31, 2022.Total revenue in the first quarter was US$52.6 million.Non-GAAP net loss was US$1.9 million.At the end of the first quarter, customer accounts totaled 1.9 million, and the number of customers with deposits increased to 703,500, an increase of 87.1% from the same quarter last year.The company’s net asset inflow was US$3.5 billion this quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991331424,"gmtCreate":1660780570470,"gmtModify":1676536396880,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991331424","repostId":"1121666838","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990748202,"gmtCreate":1660435763808,"gmtModify":1676533468241,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990748202","repostId":"2259720034","repostType":2,"repost":{"id":"2259720034","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":1660351621,"share":"https://ttm.financial/m/news/2259720034?lang=&edition=fundamental","pubTime":"2022-08-13 08:47","market":"us","language":"en","title":"The Market Is Acting Like Peak Inflation Is Over. Not So Fast","url":"https://stock-news.laohu8.com/highlight/detail?id=2259720034","media":"Dow Jones","summary":"Wall Street got a dose of good news this week. It also got a little ahead of itself.Inflation slowed","content":"<html><head></head><body><p>Wall Street got a dose of good news this week. It also got a little ahead of itself.</p><p>Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.</p><p>That news sent the S&amp;P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&amp;P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.</p><p>It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve&#39;s target of 2%, and the Fed is likely to continue tightening until it is under control.</p><p>Even if inflation has peaked, it&#39;s likely to remain stubbornly high. &#34;One good print isn&#39;t going to change the Fed&#39;s modus operandi,&#34; Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron&#39;s. &#34;The last thing they want to do is take the foot off the brake and have inflation come ripping back.&#34;</p><p>There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday&#39;s rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.</p><p>&#34;The more you think tech is going to run, the more you have to think the Fed is going to have to tighten,&#34; says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that&#39;s also seen in other economic data.</p><p>July&#39;s jobs report blew past economists&#39; expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.</p><p>There&#39;s the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.</p><p>It&#39;s tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. &#34;If China&#39;s economy is at six or eight cylinders and commodities are lagging, we&#39;ve got something,&#34; he says. &#34;We&#39;re at one or two cylinders.&#34; Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.</p><p>Given the market&#39;s tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.</p><p>With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.</p><p>Those sectors may also see volatility, but demand won&#39;t dwindle dramatically in a downturn.</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 Market Is Acting Like Peak Inflation Is Over. Not So Fast</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 Market Is Acting Like Peak Inflation Is Over. Not So Fast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-13 08:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street got a dose of good news this week. It also got a little ahead of itself.</p><p>Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.</p><p>That news sent the S&amp;P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&amp;P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.</p><p>It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve&#39;s target of 2%, and the Fed is likely to continue tightening until it is under control.</p><p>Even if inflation has peaked, it&#39;s likely to remain stubbornly high. &#34;One good print isn&#39;t going to change the Fed&#39;s modus operandi,&#34; Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron&#39;s. &#34;The last thing they want to do is take the foot off the brake and have inflation come ripping back.&#34;</p><p>There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday&#39;s rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.</p><p>&#34;The more you think tech is going to run, the more you have to think the Fed is going to have to tighten,&#34; says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that&#39;s also seen in other economic data.</p><p>July&#39;s jobs report blew past economists&#39; expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.</p><p>There&#39;s the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.</p><p>It&#39;s tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. &#34;If China&#39;s economy is at six or eight cylinders and commodities are lagging, we&#39;ve got something,&#34; he says. &#34;We&#39;re at one or two cylinders.&#34; Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.</p><p>Given the market&#39;s tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.</p><p>With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.</p><p>Those sectors may also see volatility, but demand won&#39;t dwindle dramatically in a downturn.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","FAST":"快扣","SKIS":"Peak Resorts, Inc.","BK4104":"贸易公司与经销商"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259720034","content_text":"Wall Street got a dose of good news this week. It also got a little ahead of itself.Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.That news sent the S&P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve's target of 2%, and the Fed is likely to continue tightening until it is under control.Even if inflation has peaked, it's likely to remain stubbornly high. \"One good print isn't going to change the Fed's modus operandi,\" Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron's. \"The last thing they want to do is take the foot off the brake and have inflation come ripping back.\"There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday's rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.\"The more you think tech is going to run, the more you have to think the Fed is going to have to tighten,\" says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that's also seen in other economic data.July's jobs report blew past economists' expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.There's the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.It's tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. \"If China's economy is at six or eight cylinders and commodities are lagging, we've got something,\" he says. \"We're at one or two cylinders.\" Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.Given the market's tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.Those sectors may also see volatility, but demand won't dwindle dramatically in a downturn.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905780532,"gmtCreate":1659937855028,"gmtModify":1703476205459,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Grin]&nbsp;","listText":"[Grin]&nbsp;","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905780532","repostId":"2257489740","repostType":4,"repost":{"id":"2257489740","pubTimestamp":1659910843,"share":"https://ttm.financial/m/news/2257489740?lang=&edition=fundamental","pubTime":"2022-08-08 06:20","market":"hk","language":"en","title":"Alibaba: Same Stuff, Different Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2257489740","media":"Seekingalpha","summary":"SummaryAlibaba was in the news again, this time because the SEC added the company to a list of Chine","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was in the news again, this time because the SEC added the company to a list of Chinese companies that could potentially be delisted.</li><li>The company reported mixed earnings on Thursday, with revenue basically flat and a decline in EPS.</li><li>The buybacks continued, with $3.5B in the quarter. The $25B authorization still has $12B remaining.</li><li>The company still has a large cash pile of $67.6B on its balance sheet.</li><li>At 12x earnings, the risk/reward is skewed to the upside with shares below $100.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p>I have written three times about the Chinese tech giant Alibaba (NYSE:BABA). Each time I wrote about the company and some of the more recent developments related to quarterly earnings or news headlines. The company recently reportedits Q1 2023 earnings and figured I would pitch in my two cents on where the company is right now.</p><p><b>Investment Thesis</b></p><p>Alibaba is one of China’s largest companies and shares have had a rough couple of years. I was buying on the way down, and I still think shares are undervalued today. Shares trade at 12x earnings and the company bought back a large chunk of shares in the most recent quarter. Alibaba was in the news recently as the SEC added it to the list of companies that could potentially be delisted. I’m still very bullish on the company due to the cheap valuation, large buyback program, and the long-term growth potential of the business.</p><p><b>Earnings</b></p><p>On Thursday, Alibaba reported earnings for Q1 of 2023. While the revenue growth was slightly negative for the largest segment (China commerce), it’s not that surprising to me given the lockdowns that parts of China experienced during the quarter. The other notable segment, the Cloud segment, experienced 10% revenue growth YoY. I’m curious to see what happens in future quarters with the ecommerce segment, but I think the Cloud segment will be able to post sustained revenue growth.</p><p>A quick glance at the balance sheet shows that Alibaba still has a huge pile of cash and short-term investments ($67.6B), which is another reason I look at the valuation as so cheap. The other key piece I was looking for in the earnings report was the buyback numbers for the quarter. Alibaba repurchased 38.6M ADRs in the quarter for approximately $3.5B. The $25B repurchase program, which is set to expire in March 2024, has $12B remaining. Compared to Alibaba’s market cap of $253B, the buyback represents a huge return of capital to shareholders, and I wouldn’t be surprised to see another buyback program after the current one is used up.</p><p><b>S.S.D.D.</b></p><p>The recent news headline I saw on Alibaba last week brings me to the title of the article. Alibaba was in the news last week when the SEC put the company on a list for potential delisting. I thought that it was a possibility when I was buying shares, but I don’t think it will come to that. The company has stated that they will try to keep the NYSE listing along with their Hong Kong listing.</p><blockquote>Alibaba will continue to monitor market developments, comply with applicable laws and regulations and strive to maintain its listing status on both the NYSE and the Hong Kong Stock Exchange,” the company said in an announcement filed to the Hong Kong stock exchange Monday.</blockquote><blockquote>The company said that the fiscal year that ended March 31, 2022, was its first “non-inspection” year under regulations that say a company that goes three years without complying with audit requirements will be forced to delist.</blockquote><p>Some have speculated that the potential delisting could be due to the company pursuing a primary listing on the Hong Kong exchange, which is expected to be finalized by the end of the year. While I have mentioned it before, I feel that it would be worth stating again that the Alibaba ADRs can be exchanged for shares on the Hong Kong exchange.</p><p>I have also started to hear rumblings the Ant Group IPO might be back on track as Alibaba founder Jack Ma has reportedly given up control of Ant. It’s not anything to change my current stance on the company, but I am curious to see how the next couple of years play out with Ant Group.</p><p><b>Valuation</b></p><p>While the balance sheet and Ant subsidiary should be factored into the valuation, Alibaba is still cheap even if you’re just looking at the core businesses. Alibaba currently sits at 12x earnings. I’m not saying we will run straight to the average multiple of 29.6x, but I think some degree of multiple expansion is more likely than not.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/360cff9a4b7e00f7a29148cabb61d3c2\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>Price/Earnings (fastgraphs.com)</span></p><p>While it is hard to project how much a complex business with numerous operating segments will earn in the future, my base case is that Alibaba will earn more in fiscal 2024 and 2025 than it will this year. While it’s hard to measure sentiment, I think that sentiment could be a huge driver of returns moving forward. It led to the massive selloff, and I think it will lead to a rally once it turns.</p><p><b>Conclusion</b></p><p>While the risk profile with Alibaba is complex, I still think the risk/reward is skewed to the upside. The company reported mixed earnings, where revenue was basically flat while profits were lower. The company bought back $3.5B of stock in the quarter and still have $12B on the buyback to use. However, the bad news continued as the SEC added the company to the list of Chinese companies that could be delisted. While I still view that outcome as highly unlikely, it is still a possibility that investors should consider.</p><p>While 12x earnings is too cheap in my view, I think sentiment will have to change before shares start to run. If sentiment turns, I think shares of Alibaba could see a massive rally. When you look at the actual business, Alibaba is well positioned with its core business segments of ecommerce and cloud, along with the Ant Group subsidiary and a mountain of cash on its balance sheet. While Alibaba is only suitable for risk tolerant investors, I still think the risk is worth it.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Same Stuff, Different Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Same Stuff, Different Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 06:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4530304-alibaba-same-stuff-different-day><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was in the news again, this time because the SEC added the company to a list of Chinese companies that could potentially be delisted.The company reported mixed earnings on Thursday, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4530304-alibaba-same-stuff-different-day\">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/4530304-alibaba-same-stuff-different-day","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2257489740","content_text":"SummaryAlibaba was in the news again, this time because the SEC added the company to a list of Chinese companies that could potentially be delisted.The company reported mixed earnings on Thursday, with revenue basically flat and a decline in EPS.The buybacks continued, with $3.5B in the quarter. The $25B authorization still has $12B remaining.The company still has a large cash pile of $67.6B on its balance sheet.At 12x earnings, the risk/reward is skewed to the upside with shares below $100.Robert WayI have written three times about the Chinese tech giant Alibaba (NYSE:BABA). Each time I wrote about the company and some of the more recent developments related to quarterly earnings or news headlines. The company recently reportedits Q1 2023 earnings and figured I would pitch in my two cents on where the company is right now.Investment ThesisAlibaba is one of China’s largest companies and shares have had a rough couple of years. I was buying on the way down, and I still think shares are undervalued today. Shares trade at 12x earnings and the company bought back a large chunk of shares in the most recent quarter. Alibaba was in the news recently as the SEC added it to the list of companies that could potentially be delisted. I’m still very bullish on the company due to the cheap valuation, large buyback program, and the long-term growth potential of the business.EarningsOn Thursday, Alibaba reported earnings for Q1 of 2023. While the revenue growth was slightly negative for the largest segment (China commerce), it’s not that surprising to me given the lockdowns that parts of China experienced during the quarter. The other notable segment, the Cloud segment, experienced 10% revenue growth YoY. I’m curious to see what happens in future quarters with the ecommerce segment, but I think the Cloud segment will be able to post sustained revenue growth.A quick glance at the balance sheet shows that Alibaba still has a huge pile of cash and short-term investments ($67.6B), which is another reason I look at the valuation as so cheap. The other key piece I was looking for in the earnings report was the buyback numbers for the quarter. Alibaba repurchased 38.6M ADRs in the quarter for approximately $3.5B. The $25B repurchase program, which is set to expire in March 2024, has $12B remaining. Compared to Alibaba’s market cap of $253B, the buyback represents a huge return of capital to shareholders, and I wouldn’t be surprised to see another buyback program after the current one is used up.S.S.D.D.The recent news headline I saw on Alibaba last week brings me to the title of the article. Alibaba was in the news last week when the SEC put the company on a list for potential delisting. I thought that it was a possibility when I was buying shares, but I don’t think it will come to that. The company has stated that they will try to keep the NYSE listing along with their Hong Kong listing.Alibaba will continue to monitor market developments, comply with applicable laws and regulations and strive to maintain its listing status on both the NYSE and the Hong Kong Stock Exchange,” the company said in an announcement filed to the Hong Kong stock exchange Monday.The company said that the fiscal year that ended March 31, 2022, was its first “non-inspection” year under regulations that say a company that goes three years without complying with audit requirements will be forced to delist.Some have speculated that the potential delisting could be due to the company pursuing a primary listing on the Hong Kong exchange, which is expected to be finalized by the end of the year. While I have mentioned it before, I feel that it would be worth stating again that the Alibaba ADRs can be exchanged for shares on the Hong Kong exchange.I have also started to hear rumblings the Ant Group IPO might be back on track as Alibaba founder Jack Ma has reportedly given up control of Ant. It’s not anything to change my current stance on the company, but I am curious to see how the next couple of years play out with Ant Group.ValuationWhile the balance sheet and Ant subsidiary should be factored into the valuation, Alibaba is still cheap even if you’re just looking at the core businesses. Alibaba currently sits at 12x earnings. I’m not saying we will run straight to the average multiple of 29.6x, but I think some degree of multiple expansion is more likely than not.Price/Earnings (fastgraphs.com)While it is hard to project how much a complex business with numerous operating segments will earn in the future, my base case is that Alibaba will earn more in fiscal 2024 and 2025 than it will this year. While it’s hard to measure sentiment, I think that sentiment could be a huge driver of returns moving forward. It led to the massive selloff, and I think it will lead to a rally once it turns.ConclusionWhile the risk profile with Alibaba is complex, I still think the risk/reward is skewed to the upside. The company reported mixed earnings, where revenue was basically flat while profits were lower. The company bought back $3.5B of stock in the quarter and still have $12B on the buyback to use. However, the bad news continued as the SEC added the company to the list of Chinese companies that could be delisted. While I still view that outcome as highly unlikely, it is still a possibility that investors should consider.While 12x earnings is too cheap in my view, I think sentiment will have to change before shares start to run. If sentiment turns, I think shares of Alibaba could see a massive rally. When you look at the actual business, Alibaba is well positioned with its core business segments of ecommerce and cloud, along with the Ant Group subsidiary and a mountain of cash on its balance sheet. While Alibaba is only suitable for risk tolerant investors, I still think the risk is worth it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905780663,"gmtCreate":1659937836755,"gmtModify":1703476205132,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905780663","repostId":"2257489740","repostType":4,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908818240,"gmtCreate":1659357787080,"gmtModify":1705979438834,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[lovely]&nbsp;","listText":"[lovely]&nbsp;","text":"[lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908818240","repostId":"1117874685","repostType":4,"repost":{"id":"1117874685","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":1659348477,"share":"https://ttm.financial/m/news/1117874685?lang=&edition=fundamental","pubTime":"2022-08-01 18:07","market":"us","language":"en","title":"NIO Delivered 10,052 Vehicles in July 2022, Increasing By 26.7% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=1117874685","media":"Tiger Newspress","summary":"NIO delivered 10,052 vehicles in July 2022, increasing by 26.7% year-over-yearNIO delivered 60,879 v","content":"<html><head></head><body><ul><li><i>NIO delivered 10,052 vehicles in July 2022, increasing by 26.7% year-over-year</i></li><li><i>NIO delivered 60,879 vehicles year-to-date 2022, increasing by 22.0% year-over-year</i></li><li><i>Cumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022</i></li></ul><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO), a pioneer and a leading company in the premium smart electric vehicle market, today announced its July 2022 delivery results.</p><p>NIO delivered 10,052 vehicles in July 2022, representing an increase of 26.7% year-over-year. The deliveries consisted of 7,579 premium smart electric SUVs, and 2,473 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022. The production of the ET7 and the EC6 in July 2022 was constrained by the supply of casting parts. The Company has been working closely with supply chain partners and expects to accelerate vehicle production in the following months of the third quarter of 2022.</p><p>On July 6, 2022, NIO’s 1,000th Power Swap station was put into service in Tibet, China, fully powered by clean energy. As of July 31, 2022, NIO had deployed 1,047 Power Swap stations in China, through which over 10 million battery swaps had been completed cumulatively. In addition, NIO&#39;s charging network in China consisted of 948 Power Charger stations with 5,137 chargers and 828 destination charging stations with 5,083 chargers in operation as of the same date. NIO’s power network covers all the provincial administrative regions in mainland China, providing holistic power solutions to users.</p><p><img src=\"https://static.tigerbbs.com/cd4f62cecc0cce82dd881656f543d913\" tg-width=\"7128\" tg-height=\"4010\" referrerpolicy=\"no-referrer\"/></p><p>NIO shares jumped 4% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/f89b4bdf935ec12f625440c9963aa81e\" tg-width=\"829\" tg-height=\"619\" 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>NIO Delivered 10,052 Vehicles in July 2022, Increasing By 26.7% YoY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Delivered 10,052 Vehicles in July 2022, Increasing By 26.7% YoY\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\">2022-08-01 18:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><i>NIO delivered 10,052 vehicles in July 2022, increasing by 26.7% year-over-year</i></li><li><i>NIO delivered 60,879 vehicles year-to-date 2022, increasing by 22.0% year-over-year</i></li><li><i>Cumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022</i></li></ul><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO), a pioneer and a leading company in the premium smart electric vehicle market, today announced its July 2022 delivery results.</p><p>NIO delivered 10,052 vehicles in July 2022, representing an increase of 26.7% year-over-year. The deliveries consisted of 7,579 premium smart electric SUVs, and 2,473 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022. The production of the ET7 and the EC6 in July 2022 was constrained by the supply of casting parts. The Company has been working closely with supply chain partners and expects to accelerate vehicle production in the following months of the third quarter of 2022.</p><p>On July 6, 2022, NIO’s 1,000th Power Swap station was put into service in Tibet, China, fully powered by clean energy. As of July 31, 2022, NIO had deployed 1,047 Power Swap stations in China, through which over 10 million battery swaps had been completed cumulatively. In addition, NIO&#39;s charging network in China consisted of 948 Power Charger stations with 5,137 chargers and 828 destination charging stations with 5,083 chargers in operation as of the same date. NIO’s power network covers all the provincial administrative regions in mainland China, providing holistic power solutions to users.</p><p><img src=\"https://static.tigerbbs.com/cd4f62cecc0cce82dd881656f543d913\" tg-width=\"7128\" tg-height=\"4010\" referrerpolicy=\"no-referrer\"/></p><p>NIO shares jumped 4% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/f89b4bdf935ec12f625440c9963aa81e\" tg-width=\"829\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117874685","content_text":"NIO delivered 10,052 vehicles in July 2022, increasing by 26.7% year-over-yearNIO delivered 60,879 vehicles year-to-date 2022, increasing by 22.0% year-over-yearCumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO), a pioneer and a leading company in the premium smart electric vehicle market, today announced its July 2022 delivery results.NIO delivered 10,052 vehicles in July 2022, representing an increase of 26.7% year-over-year. The deliveries consisted of 7,579 premium smart electric SUVs, and 2,473 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022. The production of the ET7 and the EC6 in July 2022 was constrained by the supply of casting parts. The Company has been working closely with supply chain partners and expects to accelerate vehicle production in the following months of the third quarter of 2022.On July 6, 2022, NIO’s 1,000th Power Swap station was put into service in Tibet, China, fully powered by clean energy. As of July 31, 2022, NIO had deployed 1,047 Power Swap stations in China, through which over 10 million battery swaps had been completed cumulatively. In addition, NIO's charging network in China consisted of 948 Power Charger stations with 5,137 chargers and 828 destination charging stations with 5,083 chargers in operation as of the same date. NIO’s power network covers all the provincial administrative regions in mainland China, providing holistic power solutions to users.NIO shares jumped 4% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901690538,"gmtCreate":1659176772324,"gmtModify":1676536269156,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Sly]&nbsp;","listText":"[Sly]&nbsp;","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901690538","repostId":"2255551011","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903407068,"gmtCreate":1659057036354,"gmtModify":1676536251352,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903407068","repostId":"1184456731","repostType":4,"repost":{"id":"1184456731","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":1659015937,"share":"https://ttm.financial/m/news/1184456731?lang=&edition=fundamental","pubTime":"2022-07-28 21:45","market":"us","language":"en","title":"EV Charging Stocks Soared in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1184456731","media":"Tiger Newspress","summary":"EV charging stocks soared in morning trading with ChargePoint, Blink Charging and Beam Global surged","content":"<html><head></head><body><p>EV charging stocks soared in morning trading with ChargePoint, Blink Charging and Beam Global surged more than 10%.<img src=\"https://static.tigerbbs.com/e197670a8f7e4b3d3c14096fe83159bf\" tg-width=\"289\" tg-height=\"249\" 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>EV Charging Stocks Soared 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\">\nEV Charging Stocks Soared 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\">2022-07-28 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV charging stocks soared in morning trading with ChargePoint, Blink Charging and Beam Global surged more than 10%.<img src=\"https://static.tigerbbs.com/e197670a8f7e4b3d3c14096fe83159bf\" tg-width=\"289\" tg-height=\"249\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLNK":"Blink Charging","BEEM":"Beam Global","CHPT":"ChargePoint Holdings Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184456731","content_text":"EV charging stocks soared in morning trading with ChargePoint, Blink Charging and Beam Global surged more than 10%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903402666,"gmtCreate":1659056891855,"gmtModify":1676536251257,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Sly]&nbsp;","listText":"[Sly]&nbsp;","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903402666","repostId":"2255049253","repostType":4,"repost":{"id":"2255049253","pubTimestamp":1659071346,"share":"https://ttm.financial/m/news/2255049253?lang=&edition=fundamental","pubTime":"2022-07-29 13:09","market":"us","language":"en","title":"Nvidia Is The Stock Every Investor Should Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=2255049253","media":"Seekingalpha","summary":"SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very we","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.</li><li>The street consensus anticipates 19.52% FCF and 21.88% EBIT CAGR over the next 5 years.</li><li>The company is leading the Post-Moore’s Law Era and successfully implementing its three-chip strategy.</li><li>An advantageous risk-reward profile is limiting the downside while my valuation model prices the stock at $220 with a 23.67% upside potential.</li><li>Although NVIDIA is a stock with great potential, investors should consider the general market trend as higher volatility and increased interest rates can significantly impact the stock’s price performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45382bae67c1696728f5b139f6662a9a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>Tony Studio</span></p><p><b>Investment thesis</b></p><p>NVIDIA is aggressively penetrating the market of data centers and cloud computing while leveraging its leadership in the dGPU segment. The company has demonstrated in the past to be highly innovative and a pioneer in the semiconductorindustry, and is now doubling down with its own revolutionary accelerated computing solutions to challenge the end of Moore&#39;s Law Era. NVIDIA is also entering the CPU market segment with its Arm-based superchip Grace and is strongly positioned in multiple future-oriented secular growth drivers. The company will likely continue to shape the standards in graphics, High-Performance Computing, and AI, and can count on a very strong moat and an extraordinary high capital efficiency. My rather conservative valuation model prices the stock&#39;s fair value at $220, with a 23.67% upside potential from its last closing price.</p><p><b>A quick look at NVIDIA</b></p><p>NVIDIA Corporation (NASDAQ:NVDA) is an American company that invented the Graphics Processing Unit (GPU) in 1999 and paved the way for growth in the PC gaming market. Today, NVIDIA&#39;s systems are installed in several hundred million computers, are available in every cloud, power 355 of the TOP500 supercomputers, and are now set for accelerating the development of modern Artificial Intelligence (AI), the next era of computing. The company evolved from a chip vendor to a computing platform and operates through two business segments, Graphics, and Compute and Networking. In its Graphics segment, NVIDIA offers GPUs under the brands GeForce, Quadro/NVIDIA RTX for PCs, game consoles, video game streaming platforms, enterprise workstations, vGPU software for cloud-based visual and virtual computing, GeForce NOW game streaming service and infrastructure, laptops, desktops, gaming computers, and peripherals, as well as the Omniverse real-time graphics collaboration platform for building 3D designs and virtual worlds. Through its Compute and Networking segment, the company provides systems for AI platforms and solutions, High-Performance Computing (HPC) and accelerated computing, data center platforms and networking solutions; platforms and solutions for autonomous and intelligent vehicles, cryptocurrency mining processors, embedded computer boards for robotics, and solutions for enterprise artificial intelligence infrastructure. The company was founded in 1993, is headquartered in Santa Clara, California, and employs over 23,700 employees worldwide. Its most important geographical regions by its customers&#39; attributable revenue are Taiwan, followed by China and the United States.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53bf9f09f95be892ef815764761d4118\" tg-width=\"640\" tg-height=\"143\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>The company&#39;s success relies on multiple secular growth drivers with gaming being the most important with 46% of the revenue in the past year and a 25% Compound Annual Growth Rate (CAGR) over 5 years. NVIDIA counts more than 200M gamers using its GeForce technology and is the global leader for Discrete Graphics Processing Units (dGPU) with a market share of 78% in Q1 2022, followed by Advanced Micro Devices, Inc. (AMD) with a market share of 17%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/926f740c0e0cc32585d53c3f9ebc5fa9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>Data centers are the second most important growth driver and also the fastest growing, with 66% CAGR and 40% of the revenue in FY22, NVIDIA is a leader in supercomputing, deep learning, and AI platforms and solutions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c71ecbcf50cc7551863aed4b50d8181\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>Professional visualization and Automotive are two other growth drivers for the company, with respectively $2.1B and $566M revenue in the last year, and a 5-year CAGR of 20% and 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b9467c8b1964775ca928ddb69fa8740\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>While the Automotive market is still relatively small for NVIDIA, the company reported over $11B in design wins in its pipeline and offers complete hardware and software solutions for autonomous vehicles, a segment that will likely grow much faster in the coming years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/361dff46d3eed1ddc8ad1c834ddb53b5\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p><b>The end of Moore&#39;s Law</b></p><p>In 1965, Gordon Moore, co-founder of Intel Corporation (INTC), affirmed that, due to the shrinking size of transistors to the nanoscale, the number on a microchip doubles about every year, while the cost of computers is halved. After 1975, the estimate changed to a doubling of transistors about every two years. While more transistors result in more powerful chips, over the past 50 years, engineers were able to systematically develop more efficient and miniaturized chips and systems with higher computational capacity, in line with Moore&#39;s law predictions. However, chip manufacturing companies like Intel, began to delay their rollout of smaller transistors, and industry leaders are suggesting that physics and engineering capabilities have been pushed to their limits, and despite computational abilities have reached unprecedented levels even in nanotechnologies, wearables, and Internet of Things (IOT) devices, systems may have reached their limits in transistor capacity and power, hence, setting an end to Moore&#39;s law.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3656b4cf6257d3f91425b709ee27307c\" tg-width=\"640\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>In 2006, NVIDIA introduced GPU-accelerated computing through its Compute Unified Device Architecture-enabled (CUDA) GPUs and challenged the limits of Moore&#39;s law. This revolutionary approach uses parallel processing to speed up computational tasks on demanding applications, such as AI, data analytics, simulations, and visualizations. Although some open-source alternatives exist on the market, competitors introduced their parallel computing approach, and graphics processing units from NVIDIA are sometimes seen as hard to program, NVIDIA is the market leader in the accelerated computing industry.</p><p><b>Future growth drivers</b></p><p>With its three-chip strategy, NVIDIA is likely one of the best-positioned semiconductor companies for the post-Moore&#39;s Law era. The GPU market was valued at $23.90B in 2021, and it is expected to reach a value of $130.02B by 2027, with a forecasted CAGR of 32.70%. The global data center accelerator market was valued at $13.7B in 2021 and is forecasted to grow at 31.06% CAGR through 2027 and reach a size of $69.44B. The global data center chip market reached a value of $9.56B in 2021 and is expected to grow at 6.70% CAGR through 2027, reaching a value of $14.11B. The industry is experiencing a series of consolidations in the building battle for data center chips, with AMD recently finalizing the acquisition of Xilinx, announcing the acquisition of Pensando Systems, and the failed attempt of NVIDIA to acquire Arm Holdings for $66B, which is still owned by SoftBank Group (OTCPK:SFTBY). NVIDIA has 20 years of architectural license from Arm, which grants the company to focus on its three-chip strategy involving Central Processing Units (CPU), GPUs, and Data Processing Units (DPU). The latter is the third component in modern data centers capable of parsing, processing and efficiently transferring data to GPUs or CPUs, and delivers functionalities that will define the next generation of cloud-scale computing.</p><p>NVIDIA unveiled its own 144-core CPU superchip, named after US computing pioneer Grace Hopper, based on Arm-architecture, which it claims to be two times faster and 2.3 times more efficient than Intel&#39;s Ice Lake Xeon Platinum 8360Y processor. The company announced some world-leading computer makers such as Dell Technologies (DELL), Hewlett Packard (HPE), Lenovo (OTCPK:LNVGY), Atos (OTCPK:AEXAF), Gigabyte (ticker 2763 in Taiwan) among the early adopters of its superchip. While Intel almost controlled the entire server industry in the past and is still the leader in server chip shipments, its market share has recently shifted towards competitor AMD, which aggressively invested in that industry. NVIDIA is strongly positioned to capture a significant market share in the data center CPU market and has the advantage to offer a robust and complete platform of products and services, supported by its unrivaled leadership in GPUs.</p><p><b>What&#39;s up next for NVIDIA?</b></p><p>Despite the gaming industry losing steam in the last few quarters, I see this trend likely to turn as soon as people will come back from the summer holidays and consumer spending will be channeled away from traveling, towards products and services consumed at home. The personal consumption expenditure excluding food and energy for people living in the United States is still at high levels, and despite a pullback in Q3 2021, it successively gained positive momentum. NVIDIA is expected to release its GeForce RTX 40 series this fall, with rumored twice the performance of its predecessor, although the company could postpone the availability of its latest GPU, as the market is currently experiencing a flood of used GeForce RTX 30 series GPUs, previously mostly used for cryptocurrency mining.</p><p>Global bottlenecks in the supply chain, increased air- and ship-freight costs, inflationary pressure on rare earth and metals, and shortages of neon gas, an inevitable component in the manufacture of semiconductors, are some of the causes of the ongoing global chip shortage. A perfect storm for chipmakers. But is that all bad news for NVIDIA? As I will show in the next section, the company has very strong pricing power, and because of the global chip shortage, some customers are ready to pay more to secure important components for their products. For the same amount of chips used e.g. in a laptop or a personal computer, in times of sourcing deficiency, a carmaker is likely willing to pay more, since its revenue is proportionally also much larger. Although the automotive industry is still a smaller market for NVIDIA, the huge increase in design wins in its pipeline is a strong sign that this industry will likely become much more important for the company in the coming years and the diversification will positively impact the company&#39;s revenue mix.</p><p>What excites me the most in NVIDIA&#39;s near and mid-term future is their potential in the data center industry, and in particular cloud-computing data centers, AI factories or data centers that fuel massive amounts of data to train AI models, data centers for industrial robotics and automation, edge data centers, and supercomputing data centers. Driven by the rise of remote work and learning, the fast expansion of data-intense technologies such as IoT, Machine Learning (ML), AI, blockchain, and decentralized technologies, the digitalization of business processes and the industrial digitalization as well as, the faster adoption of digital technologies by Small and Medium-size Enterprises (SME), the global data center market is forecasted to grow at 10.50% CAGR, and seen valued at $517B by 2030. The often-disregarded acquisition of Mellanox will grant NVIDIA additional market shares in this fast-growing market by supporting accelerated networking and data transfer solutions. NVIDIA&#39;s Omniverse may be an element in the company&#39;s product portfolio that is still quite difficult to frame in terms of its potential but is likely to be a driving force in the company&#39;s universe. The latest announcement of Siemens (OTCPK:SIEGY) committing to NVIDIA&#39;s platform and even expanding its partnership by connecting their Siemens Xcelerator platform, to enable the industrial metaverse and increase the impact of NVIDIA&#39;s AI ecosystem in the industrial automation that is built using Siemens&#39; mechanical, electrical, software, IoT and edge solutions, is underscoring its importance. Meta Platforms (META), which is building the world&#39;s largest AI supercomputer to power the Metaverse, and sources its chips from NVIDIA and AMD, could dramatically increase its investment in GPUs, as it faces strong competition from rival TikTok. And Meta is by far not the only customer who will have to increase its computing power, as NVIDIA powers over 70% of the top 500 supercomputers worldwide. AI-driven cybersecurity in edge data centers is another potential near-term growth catalyst for NVIDIA, with its BlueField-2 DPU real-time telemetry, and NVIDIA GPU-powered Morpheus cybersecurity framework. The average cost per data breach increased from $4.24M in 2021 to $4.35M in 2022 and security AI is reportedly providing the biggest cost mitigation, with on average $3.05M fewer expenses per data breach, for companies that fully deploy AI cybersecurity.</p><p><b>An insight into the industry</b></p><p>The company reported an increasing gross margin, accelerating from 27.06% CAGR over the past 5 years to 41.75% CAGR over the past 3 years and standing at 65.30% Trailing Twelve Months (TTM), outperforming the average gross margin of the analyzed peer which stands at 58.14%. While Broadcom (AVGO) reported the highest gross margin, NVIDIA and AMD could achieve the highest growth rates during the last years. In terms of operating profitability, NVIDIA reported a significant improvement of 28.64% CAGR over the past 5 years, growing 58.38% CAGR over the past 3 years, and establishing its margin at 38.27% TTM. Only AMD recorded an even greater acceleration of its operating margin over the last 5-3 years, with respectively 98.73% and 84.10% CAGR, although its margin stands at only 20.86% TTM.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc79f06ee66f1982c0b6883bf9729623\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>In terms of capital allocation efficiency, NVIDIA is by far reporting the best performance among its peers, with a stellar Return on Invested Capital (ROIC) of 61.83% in the past 12 months, while the peers&#39; average stood at 10.24%. I consider this metric to be a very important element when pondering an investment decision, a company must be able to consistently create value to be a sustainable investment. Nevertheless, outperforming the peer group, NVIDIA&#39;s large spread between its Return on Capital Employed (ROCE) and its ROIC, indicates that despite the highly efficient core business, the actual returns to investors are lower because of the significant idling cash position. NVIDIA reported over $20.33B in cash and short-term investments, resulting in a large negative net debt position. NVIDIA could improve even its capital efficiency, which is very promising from an investor&#39;s point of view.</p><p>Investments in Research and Development (R&amp;D) are of primary importance for companies in the semiconductor and technology industry, NVIDIA is spending a relatively fair amount of 19.41% when compared to the average of its competitors, hovering around 21% on average in the past 6 years. The company reported relatively low leverage of 0.93, only AMD reported an even more conservative leverage ratio, while Broadcom and smaller competitor Marvell Technology (MRVL) recorded the highest debt exposure, but compared to its competitors, Broadcom has a very cash-rich business with by far the highest metric in terms of cash flow per share.</p><p>Considering the stock performance of the past 5 years, NVIDIA performed better than most of the analyzed peers, with only AMD performing even better. Without surprise, Intel is the worst performer in the group, while also Broadcom and Analog Devices (ADI) are underperforming the group for a considerable time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/390f29ffddfa6ff3870674b7215dc491\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/><span>Author, using SeekingAlpha.com</span></p><p>NVIDIA outperformed significantly the VanEck Vectors Semiconductor ETF (SMH), as well as both the QQQ (QQQ) and the S&amp;P500 in the last two years while showing some sporadic periods of relative weakness during 2019.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf5c93f3da5f8d97db283ac52f0d0a0\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Author, using SeekingAlpha.com</span></p><p>Although history is not a guarantee for future performance, NVIDIA has demonstrated to be highly innovative and a significant industry leader for many years. The company&#39;s strong positioning in secular growth markets, its relative strength compared to its reference indexes and peers, as well as its highly efficient capital allocation, are just some of the elements suggesting that the company is looking towards a very promising future, by likely outperforming its peers and the market, with high potential returns for investors.</p><p><b>Valuation</b></p><p>To determine the actual fair value for NVIDIA&#39;s stock price, I rely on the following Discounted Cash Flow (DCF) model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the Weighted Average Cost of Capital (WACC) and the terminal value. As forecasted by the street consensus, the company is anticipated to generate a consistent, solid 19.52% Free Cash Flow (FCF) CAGR over the coming 5 years, with substantially increased net profitability at 20.27% CAGR, while its revenue is forecasted to grow slightly slower, at 16.01% CAGR.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4007f07f86c53ae0c8ebcf85f7f44b82\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/><span>Author, using data from S&amp;P Capital IQ</span></p><p>The valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/062d32d9ae9230fe2d5c01f1ba29e269\" tg-width=\"580\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>I compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be considerably undervalued with a weighted average price target with 23.67% upside potential at $220. Investors should consider that those forecasts are based on relatively higher discount rates and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.</p><p><b>Risk discussion</b></p><p>NVIDIA faces strong competition from well-established and innovative companies with partially strong growth and market position. Despite Intel never confirming itself in the dGPU market segment, the company is the leading GPU maker with about 60% market share thanks to its integrated Graphics Processing Units (iGPU), followed by NVIDIA and AMD with respectively 21% and 19%. Intel can also leverage its strong and broad market positioning in server chips, and its historically tight relationships with major companies worldwide, while its recent delays in delivering its newest technology and somehow the lack of revolutionary innovation, give more chances to its competitors to establish themselves and gain market shares. Apple has demonstrated the ability to develop superior chips, and despite the company seems not planning to sell its chips to other manufacturers, this has never been officially confirmed and could change the company&#39;s strategy could change in the future. NVIDIA has directly profited from the huge increase in popularity of cryptocurrencies in the past years, as its GPU are largely used in the mining process; the whole market being in an apparent longer crypto-winter without any significant sign of recovery, the company&#39;s sales could further be negatively affected. NVIDIA doesn&#39;t own or operate a wafer manufacturing facility, and its dependency on third-party foundries located outside of the United States, like Taiwan Semiconductor Manufacturing Company (TSM), exposes the company to substantial risks in terms of pricing, politics, and manufacturing capacities. The Covid-19 pandemic has significantly impacted the whole industry and NVIDIA is no exception, as its workforce and operations and those of its customers, partners, and suppliers continue to be impacted, causing supply chain bottlenecks, and increased pricing pressure and delays.</p><p><b>Market timing</b></p><p>The stock reached its ATH (All-Time-High) at $346.47 on November 22, 2021, after a long rally since the Covid-19 pandemic low at $45.17 on March 18, 2020. The stock successively retraced a significant part of its previous gains, by mostly underperforming the NASDAQ Composite, while many companies in the technology sector lost massively in value since the beginning of 2022. From a technical analysis point of view, the stock recently rebounded significantly at $140.55, by overcoming the most important short-term resistances and confirming its price level over the EMA50 with increasing volume. A great moment for swing and momentum traders. The stock successively tested the EMA50 on its last trading day in the past week, and the next market sessions will show if the EMA50 will act as a support or if the stock will retrace further its gains and continue its medium-term downtrend. It&#39;s important to note that the stock hasn&#39;t broken the EMA50 since its last short-term rally in March 2022. Despite this recent encouraging movement, in my opinion, the stock is now set for some consolidation, while it could also reach its next resistance levels at $189.15. A breakout over that level would need even more resilience in the momentum, the stock could then head towards its EMA200, which is now at $204.13.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd48228dc6ed359da7eb2137bd87cb3a\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/><span>Author, using TradingView</span></p><p>NVIDIA can count on significant institutional support among its shareholders, with 64.78% of the outstanding shares owned by institutions, a relatively low short interest of only 1.37%, and less than one day to cover. The street consensus given by 42 analysts prices the share on average at $236.08 with a buy rating, with the lowest estimation at $130 and the highest at $400. The Seeking Alpha Quant Rating instead qualifies the stock consistently as a hold position.</p><p><b>The bottom line</b></p><p>Investing in a technology company can be associated with a higher risk profile. While not always companies in this sector have a strong moat as NVIDIA has built over the past years, the stock price may be subject to higher volatility. The recent announcement of the US Senate accepting the $52B CHIPS act to support its domestic semiconductor production, is a clear sign of how important this sector is and will be in the future, where AI, HPC, data centers, and cloud computing will play an even more significant role. NVIDIA is historically a company that revolutionized the semiconductor market with its technology and is set to continue to be a leader in its established market segments and significantly grow in all its secular growth vectors. I like to define NVIDIA as the type of stock that every investor would like to own in its portfolio, and the actual market correction could be a good moment for considering a position in this company. The actual upside potential of 23.67%, pricing the stock at $220 based on my rather conservative valuation model, is motivating me enough to rank it as a buy, but I am aware of the downside risk and would in any case, as I always do set an appropriate stop-loss, based on my contingency plan.</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>Nvidia Is The Stock Every Investor Should Consider</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is The Stock Every Investor Should Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 13:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.The street consensus anticipates 19.52% FCF and 21.88%...</p>\n\n<a href=\"https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2255049253","content_text":"SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.The street consensus anticipates 19.52% FCF and 21.88% EBIT CAGR over the next 5 years.The company is leading the Post-Moore’s Law Era and successfully implementing its three-chip strategy.An advantageous risk-reward profile is limiting the downside while my valuation model prices the stock at $220 with a 23.67% upside potential.Although NVIDIA is a stock with great potential, investors should consider the general market trend as higher volatility and increased interest rates can significantly impact the stock’s price performance.Tony StudioInvestment thesisNVIDIA is aggressively penetrating the market of data centers and cloud computing while leveraging its leadership in the dGPU segment. The company has demonstrated in the past to be highly innovative and a pioneer in the semiconductorindustry, and is now doubling down with its own revolutionary accelerated computing solutions to challenge the end of Moore's Law Era. NVIDIA is also entering the CPU market segment with its Arm-based superchip Grace and is strongly positioned in multiple future-oriented secular growth drivers. The company will likely continue to shape the standards in graphics, High-Performance Computing, and AI, and can count on a very strong moat and an extraordinary high capital efficiency. My rather conservative valuation model prices the stock's fair value at $220, with a 23.67% upside potential from its last closing price.A quick look at NVIDIANVIDIA Corporation (NASDAQ:NVDA) is an American company that invented the Graphics Processing Unit (GPU) in 1999 and paved the way for growth in the PC gaming market. Today, NVIDIA's systems are installed in several hundred million computers, are available in every cloud, power 355 of the TOP500 supercomputers, and are now set for accelerating the development of modern Artificial Intelligence (AI), the next era of computing. The company evolved from a chip vendor to a computing platform and operates through two business segments, Graphics, and Compute and Networking. In its Graphics segment, NVIDIA offers GPUs under the brands GeForce, Quadro/NVIDIA RTX for PCs, game consoles, video game streaming platforms, enterprise workstations, vGPU software for cloud-based visual and virtual computing, GeForce NOW game streaming service and infrastructure, laptops, desktops, gaming computers, and peripherals, as well as the Omniverse real-time graphics collaboration platform for building 3D designs and virtual worlds. Through its Compute and Networking segment, the company provides systems for AI platforms and solutions, High-Performance Computing (HPC) and accelerated computing, data center platforms and networking solutions; platforms and solutions for autonomous and intelligent vehicles, cryptocurrency mining processors, embedded computer boards for robotics, and solutions for enterprise artificial intelligence infrastructure. The company was founded in 1993, is headquartered in Santa Clara, California, and employs over 23,700 employees worldwide. Its most important geographical regions by its customers' attributable revenue are Taiwan, followed by China and the United States.AuthorThe company's success relies on multiple secular growth drivers with gaming being the most important with 46% of the revenue in the past year and a 25% Compound Annual Growth Rate (CAGR) over 5 years. NVIDIA counts more than 200M gamers using its GeForce technology and is the global leader for Discrete Graphics Processing Units (dGPU) with a market share of 78% in Q1 2022, followed by Advanced Micro Devices, Inc. (AMD) with a market share of 17%.NVIDIAData centers are the second most important growth driver and also the fastest growing, with 66% CAGR and 40% of the revenue in FY22, NVIDIA is a leader in supercomputing, deep learning, and AI platforms and solutions.NVIDIAProfessional visualization and Automotive are two other growth drivers for the company, with respectively $2.1B and $566M revenue in the last year, and a 5-year CAGR of 20% and 3%.NVIDIAWhile the Automotive market is still relatively small for NVIDIA, the company reported over $11B in design wins in its pipeline and offers complete hardware and software solutions for autonomous vehicles, a segment that will likely grow much faster in the coming years.NVIDIAThe end of Moore's LawIn 1965, Gordon Moore, co-founder of Intel Corporation (INTC), affirmed that, due to the shrinking size of transistors to the nanoscale, the number on a microchip doubles about every year, while the cost of computers is halved. After 1975, the estimate changed to a doubling of transistors about every two years. While more transistors result in more powerful chips, over the past 50 years, engineers were able to systematically develop more efficient and miniaturized chips and systems with higher computational capacity, in line with Moore's law predictions. However, chip manufacturing companies like Intel, began to delay their rollout of smaller transistors, and industry leaders are suggesting that physics and engineering capabilities have been pushed to their limits, and despite computational abilities have reached unprecedented levels even in nanotechnologies, wearables, and Internet of Things (IOT) devices, systems may have reached their limits in transistor capacity and power, hence, setting an end to Moore's law.NVIDIAIn 2006, NVIDIA introduced GPU-accelerated computing through its Compute Unified Device Architecture-enabled (CUDA) GPUs and challenged the limits of Moore's law. This revolutionary approach uses parallel processing to speed up computational tasks on demanding applications, such as AI, data analytics, simulations, and visualizations. Although some open-source alternatives exist on the market, competitors introduced their parallel computing approach, and graphics processing units from NVIDIA are sometimes seen as hard to program, NVIDIA is the market leader in the accelerated computing industry.Future growth driversWith its three-chip strategy, NVIDIA is likely one of the best-positioned semiconductor companies for the post-Moore's Law era. The GPU market was valued at $23.90B in 2021, and it is expected to reach a value of $130.02B by 2027, with a forecasted CAGR of 32.70%. The global data center accelerator market was valued at $13.7B in 2021 and is forecasted to grow at 31.06% CAGR through 2027 and reach a size of $69.44B. The global data center chip market reached a value of $9.56B in 2021 and is expected to grow at 6.70% CAGR through 2027, reaching a value of $14.11B. The industry is experiencing a series of consolidations in the building battle for data center chips, with AMD recently finalizing the acquisition of Xilinx, announcing the acquisition of Pensando Systems, and the failed attempt of NVIDIA to acquire Arm Holdings for $66B, which is still owned by SoftBank Group (OTCPK:SFTBY). NVIDIA has 20 years of architectural license from Arm, which grants the company to focus on its three-chip strategy involving Central Processing Units (CPU), GPUs, and Data Processing Units (DPU). The latter is the third component in modern data centers capable of parsing, processing and efficiently transferring data to GPUs or CPUs, and delivers functionalities that will define the next generation of cloud-scale computing.NVIDIA unveiled its own 144-core CPU superchip, named after US computing pioneer Grace Hopper, based on Arm-architecture, which it claims to be two times faster and 2.3 times more efficient than Intel's Ice Lake Xeon Platinum 8360Y processor. The company announced some world-leading computer makers such as Dell Technologies (DELL), Hewlett Packard (HPE), Lenovo (OTCPK:LNVGY), Atos (OTCPK:AEXAF), Gigabyte (ticker 2763 in Taiwan) among the early adopters of its superchip. While Intel almost controlled the entire server industry in the past and is still the leader in server chip shipments, its market share has recently shifted towards competitor AMD, which aggressively invested in that industry. NVIDIA is strongly positioned to capture a significant market share in the data center CPU market and has the advantage to offer a robust and complete platform of products and services, supported by its unrivaled leadership in GPUs.What's up next for NVIDIA?Despite the gaming industry losing steam in the last few quarters, I see this trend likely to turn as soon as people will come back from the summer holidays and consumer spending will be channeled away from traveling, towards products and services consumed at home. The personal consumption expenditure excluding food and energy for people living in the United States is still at high levels, and despite a pullback in Q3 2021, it successively gained positive momentum. NVIDIA is expected to release its GeForce RTX 40 series this fall, with rumored twice the performance of its predecessor, although the company could postpone the availability of its latest GPU, as the market is currently experiencing a flood of used GeForce RTX 30 series GPUs, previously mostly used for cryptocurrency mining.Global bottlenecks in the supply chain, increased air- and ship-freight costs, inflationary pressure on rare earth and metals, and shortages of neon gas, an inevitable component in the manufacture of semiconductors, are some of the causes of the ongoing global chip shortage. A perfect storm for chipmakers. But is that all bad news for NVIDIA? As I will show in the next section, the company has very strong pricing power, and because of the global chip shortage, some customers are ready to pay more to secure important components for their products. For the same amount of chips used e.g. in a laptop or a personal computer, in times of sourcing deficiency, a carmaker is likely willing to pay more, since its revenue is proportionally also much larger. Although the automotive industry is still a smaller market for NVIDIA, the huge increase in design wins in its pipeline is a strong sign that this industry will likely become much more important for the company in the coming years and the diversification will positively impact the company's revenue mix.What excites me the most in NVIDIA's near and mid-term future is their potential in the data center industry, and in particular cloud-computing data centers, AI factories or data centers that fuel massive amounts of data to train AI models, data centers for industrial robotics and automation, edge data centers, and supercomputing data centers. Driven by the rise of remote work and learning, the fast expansion of data-intense technologies such as IoT, Machine Learning (ML), AI, blockchain, and decentralized technologies, the digitalization of business processes and the industrial digitalization as well as, the faster adoption of digital technologies by Small and Medium-size Enterprises (SME), the global data center market is forecasted to grow at 10.50% CAGR, and seen valued at $517B by 2030. The often-disregarded acquisition of Mellanox will grant NVIDIA additional market shares in this fast-growing market by supporting accelerated networking and data transfer solutions. NVIDIA's Omniverse may be an element in the company's product portfolio that is still quite difficult to frame in terms of its potential but is likely to be a driving force in the company's universe. The latest announcement of Siemens (OTCPK:SIEGY) committing to NVIDIA's platform and even expanding its partnership by connecting their Siemens Xcelerator platform, to enable the industrial metaverse and increase the impact of NVIDIA's AI ecosystem in the industrial automation that is built using Siemens' mechanical, electrical, software, IoT and edge solutions, is underscoring its importance. Meta Platforms (META), which is building the world's largest AI supercomputer to power the Metaverse, and sources its chips from NVIDIA and AMD, could dramatically increase its investment in GPUs, as it faces strong competition from rival TikTok. And Meta is by far not the only customer who will have to increase its computing power, as NVIDIA powers over 70% of the top 500 supercomputers worldwide. AI-driven cybersecurity in edge data centers is another potential near-term growth catalyst for NVIDIA, with its BlueField-2 DPU real-time telemetry, and NVIDIA GPU-powered Morpheus cybersecurity framework. The average cost per data breach increased from $4.24M in 2021 to $4.35M in 2022 and security AI is reportedly providing the biggest cost mitigation, with on average $3.05M fewer expenses per data breach, for companies that fully deploy AI cybersecurity.An insight into the industryThe company reported an increasing gross margin, accelerating from 27.06% CAGR over the past 5 years to 41.75% CAGR over the past 3 years and standing at 65.30% Trailing Twelve Months (TTM), outperforming the average gross margin of the analyzed peer which stands at 58.14%. While Broadcom (AVGO) reported the highest gross margin, NVIDIA and AMD could achieve the highest growth rates during the last years. In terms of operating profitability, NVIDIA reported a significant improvement of 28.64% CAGR over the past 5 years, growing 58.38% CAGR over the past 3 years, and establishing its margin at 38.27% TTM. Only AMD recorded an even greater acceleration of its operating margin over the last 5-3 years, with respectively 98.73% and 84.10% CAGR, although its margin stands at only 20.86% TTM.AuthorIn terms of capital allocation efficiency, NVIDIA is by far reporting the best performance among its peers, with a stellar Return on Invested Capital (ROIC) of 61.83% in the past 12 months, while the peers' average stood at 10.24%. I consider this metric to be a very important element when pondering an investment decision, a company must be able to consistently create value to be a sustainable investment. Nevertheless, outperforming the peer group, NVIDIA's large spread between its Return on Capital Employed (ROCE) and its ROIC, indicates that despite the highly efficient core business, the actual returns to investors are lower because of the significant idling cash position. NVIDIA reported over $20.33B in cash and short-term investments, resulting in a large negative net debt position. NVIDIA could improve even its capital efficiency, which is very promising from an investor's point of view.Investments in Research and Development (R&D) are of primary importance for companies in the semiconductor and technology industry, NVIDIA is spending a relatively fair amount of 19.41% when compared to the average of its competitors, hovering around 21% on average in the past 6 years. The company reported relatively low leverage of 0.93, only AMD reported an even more conservative leverage ratio, while Broadcom and smaller competitor Marvell Technology (MRVL) recorded the highest debt exposure, but compared to its competitors, Broadcom has a very cash-rich business with by far the highest metric in terms of cash flow per share.Considering the stock performance of the past 5 years, NVIDIA performed better than most of the analyzed peers, with only AMD performing even better. Without surprise, Intel is the worst performer in the group, while also Broadcom and Analog Devices (ADI) are underperforming the group for a considerable time.Author, using SeekingAlpha.comNVIDIA outperformed significantly the VanEck Vectors Semiconductor ETF (SMH), as well as both the QQQ (QQQ) and the S&P500 in the last two years while showing some sporadic periods of relative weakness during 2019.Author, using SeekingAlpha.comAlthough history is not a guarantee for future performance, NVIDIA has demonstrated to be highly innovative and a significant industry leader for many years. The company's strong positioning in secular growth markets, its relative strength compared to its reference indexes and peers, as well as its highly efficient capital allocation, are just some of the elements suggesting that the company is looking towards a very promising future, by likely outperforming its peers and the market, with high potential returns for investors.ValuationTo determine the actual fair value for NVIDIA's stock price, I rely on the following Discounted Cash Flow (DCF) model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the Weighted Average Cost of Capital (WACC) and the terminal value. As forecasted by the street consensus, the company is anticipated to generate a consistent, solid 19.52% Free Cash Flow (FCF) CAGR over the coming 5 years, with substantially increased net profitability at 20.27% CAGR, while its revenue is forecasted to grow slightly slower, at 16.01% CAGR.Author, using data from S&P Capital IQThe valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.AuthorI compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be considerably undervalued with a weighted average price target with 23.67% upside potential at $220. Investors should consider that those forecasts are based on relatively higher discount rates and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.Risk discussionNVIDIA faces strong competition from well-established and innovative companies with partially strong growth and market position. Despite Intel never confirming itself in the dGPU market segment, the company is the leading GPU maker with about 60% market share thanks to its integrated Graphics Processing Units (iGPU), followed by NVIDIA and AMD with respectively 21% and 19%. Intel can also leverage its strong and broad market positioning in server chips, and its historically tight relationships with major companies worldwide, while its recent delays in delivering its newest technology and somehow the lack of revolutionary innovation, give more chances to its competitors to establish themselves and gain market shares. Apple has demonstrated the ability to develop superior chips, and despite the company seems not planning to sell its chips to other manufacturers, this has never been officially confirmed and could change the company's strategy could change in the future. NVIDIA has directly profited from the huge increase in popularity of cryptocurrencies in the past years, as its GPU are largely used in the mining process; the whole market being in an apparent longer crypto-winter without any significant sign of recovery, the company's sales could further be negatively affected. NVIDIA doesn't own or operate a wafer manufacturing facility, and its dependency on third-party foundries located outside of the United States, like Taiwan Semiconductor Manufacturing Company (TSM), exposes the company to substantial risks in terms of pricing, politics, and manufacturing capacities. The Covid-19 pandemic has significantly impacted the whole industry and NVIDIA is no exception, as its workforce and operations and those of its customers, partners, and suppliers continue to be impacted, causing supply chain bottlenecks, and increased pricing pressure and delays.Market timingThe stock reached its ATH (All-Time-High) at $346.47 on November 22, 2021, after a long rally since the Covid-19 pandemic low at $45.17 on March 18, 2020. The stock successively retraced a significant part of its previous gains, by mostly underperforming the NASDAQ Composite, while many companies in the technology sector lost massively in value since the beginning of 2022. From a technical analysis point of view, the stock recently rebounded significantly at $140.55, by overcoming the most important short-term resistances and confirming its price level over the EMA50 with increasing volume. A great moment for swing and momentum traders. The stock successively tested the EMA50 on its last trading day in the past week, and the next market sessions will show if the EMA50 will act as a support or if the stock will retrace further its gains and continue its medium-term downtrend. It's important to note that the stock hasn't broken the EMA50 since its last short-term rally in March 2022. Despite this recent encouraging movement, in my opinion, the stock is now set for some consolidation, while it could also reach its next resistance levels at $189.15. A breakout over that level would need even more resilience in the momentum, the stock could then head towards its EMA200, which is now at $204.13.Author, using TradingViewNVIDIA can count on significant institutional support among its shareholders, with 64.78% of the outstanding shares owned by institutions, a relatively low short interest of only 1.37%, and less than one day to cover. The street consensus given by 42 analysts prices the share on average at $236.08 with a buy rating, with the lowest estimation at $130 and the highest at $400. The Seeking Alpha Quant Rating instead qualifies the stock consistently as a hold position.The bottom lineInvesting in a technology company can be associated with a higher risk profile. While not always companies in this sector have a strong moat as NVIDIA has built over the past years, the stock price may be subject to higher volatility. The recent announcement of the US Senate accepting the $52B CHIPS act to support its domestic semiconductor production, is a clear sign of how important this sector is and will be in the future, where AI, HPC, data centers, and cloud computing will play an even more significant role. NVIDIA is historically a company that revolutionized the semiconductor market with its technology and is set to continue to be a leader in its established market segments and significantly grow in all its secular growth vectors. I like to define NVIDIA as the type of stock that every investor would like to own in its portfolio, and the actual market correction could be a good moment for considering a position in this company. The actual upside potential of 23.67%, pricing the stock at $220 based on my rather conservative valuation model, is motivating me enough to rank it as a buy, but I am aware of the downside risk and would in any case, as I always do set an appropriate stop-loss, based on my contingency plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903402093,"gmtCreate":1659056853712,"gmtModify":1676536251241,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[lovely]&nbsp;","listText":"[lovely]&nbsp;","text":"[lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903402093","repostId":"2255309371","repostType":4,"repost":{"id":"2255309371","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":1659047924,"share":"https://ttm.financial/m/news/2255309371?lang=&edition=fundamental","pubTime":"2022-07-29 06:38","market":"us","language":"en","title":"Apple Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=2255309371","media":"Reuters","summary":"July 28 (Reuters) - Apple Incon Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations a","content":"<html><head></head><body><p>July 28 (Reuters) - Apple Inc on Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations and forecast faster sales growth ahead.</p><p>The Silicon Valley giant&#39;s shares rose 3.5% after hours following the release of the results. Apple said it was not providing specific revenue guidance due to economic uncertainty.</p><p><img src=\"https://static.tigerbbs.com/957bf23c71c3987a2ad6bcd6a5c1b224\" tg-width=\"854\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Though macroeconomic indicators around the world are turning negative, Chief Financial Officer Luca Maestri told Reuters there had been no slowdown in demand for iPhones. The iPhone maker&#39;s loyal and relatively affluent customer base has enabled it to weather dips better than other consumer brands in the past, and the results for Apple&#39;s fiscal third quarter suggest a similar pattern emerging.</p><p>Canalys Research analyst Runar Bjorhovde said, &#34;Apple in that sense has a certain robustness that will allow it to be impacted less than a lot of its competitors.&#34;</p><p>The slumping economy is hurting sales of advertising, accessories and home products, though, Apple&#39;s Maestri said in an interview, calling the units &#34;pockets of weakness.&#34;</p><p>&#34;Fortunately, we have a very broad portfolio, so we know we&#39;re going to be able to navigate that,&#34; he added.</p><p>Parts shortages will continue to limit Mac and iPad sales, Maestri said, though the impact has been easing. They cost Apple under $4 billion in sales in the quarter ended June 25, less than it had forecast. Maestri said the company expects the hit to diminish further in the current quarter.</p><p>Sales compared to a year ago should rise faster in the current quarter than 2% growth it posted in the just-ended quarter, Maestri said.</p><p>Overall, Apple said quarterly sales and profit were $83.0 billion and $1.20 per share, above estimates of $82.8 billion and $1.16 per share, according to Refinitiv data.</p><p>While sales of iPhones and iPads topped expectations, revenue from services, Mac computers and accessories missed Wall Street targets and sales in the crucial China market fell 1%.</p><p>The rising U.S. dollar has hit many companies such as Apple that generate substantial foreign revenue and are getting less cash back when they convert it. Apple said currency fluctuations would slash sales by 6% in the current quarter.</p><p>The most recent economic woes include supply chain disruptions that have hit production of some Apple products such as iPads and Macs whose assembly locations were clustered near regions of China that went into COVID lockdowns.</p><p>Apple, like many of its tech industry peers, is reportedly slowing hiring and cutting costs given the tough economic climate.</p><p>Apple shares closed Thursday down about 11% so far this year, slightly less than the broader S&amp;P 500 index and also less than other consumer hardware makers such as Sonos Inc and Samsung Electronics Co.</p><p>Apple said iPhone sales were $40.7 billion, up about 3% from a year earlier and well ahead of the overall global smartphone market, which fell 9% during the just-ended quarter, according to Canalys data.</p><p>Growth in the company&#39;s services business, which has provided a boost to sales and profits in recent years, was 12%, below the previous year&#39;s 33% rate and resulting in $19.6 billion in revenue, below estimates of $19.7 billion.</p><p>Apple said it now has 860 million paying subscribers on either its paid services or to paid software in its App Store, up from the previous quarter&#39;s 825 million.</p><p>Sales of iPads and Macs were $7.2 billion and $7.4 billion, compared with estimates of $6.9 billion and $8.7 billion. Mac sales represented a 10% contraction, after record sales since 2020, first from a work-from-home boost and then from Apple&#39;s new proprietary processor chips.</p><p>In its most recent fiscal year, nearly a fifth of Apple&#39;s sales came from its Greater China region after two years of struggling sales there. But now Apple is confronting slow overall economic growth in China, where its fiscal third-quarter sales were $14.6 billion, down 1%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy</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 Forecasts Faster Sales Growth, Strong IPhone Demand Despite Glum Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-29 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 28 (Reuters) - Apple Inc on Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations and forecast faster sales growth ahead.</p><p>The Silicon Valley giant&#39;s shares rose 3.5% after hours following the release of the results. Apple said it was not providing specific revenue guidance due to economic uncertainty.</p><p><img src=\"https://static.tigerbbs.com/957bf23c71c3987a2ad6bcd6a5c1b224\" tg-width=\"854\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Though macroeconomic indicators around the world are turning negative, Chief Financial Officer Luca Maestri told Reuters there had been no slowdown in demand for iPhones. The iPhone maker&#39;s loyal and relatively affluent customer base has enabled it to weather dips better than other consumer brands in the past, and the results for Apple&#39;s fiscal third quarter suggest a similar pattern emerging.</p><p>Canalys Research analyst Runar Bjorhovde said, &#34;Apple in that sense has a certain robustness that will allow it to be impacted less than a lot of its competitors.&#34;</p><p>The slumping economy is hurting sales of advertising, accessories and home products, though, Apple&#39;s Maestri said in an interview, calling the units &#34;pockets of weakness.&#34;</p><p>&#34;Fortunately, we have a very broad portfolio, so we know we&#39;re going to be able to navigate that,&#34; he added.</p><p>Parts shortages will continue to limit Mac and iPad sales, Maestri said, though the impact has been easing. They cost Apple under $4 billion in sales in the quarter ended June 25, less than it had forecast. Maestri said the company expects the hit to diminish further in the current quarter.</p><p>Sales compared to a year ago should rise faster in the current quarter than 2% growth it posted in the just-ended quarter, Maestri said.</p><p>Overall, Apple said quarterly sales and profit were $83.0 billion and $1.20 per share, above estimates of $82.8 billion and $1.16 per share, according to Refinitiv data.</p><p>While sales of iPhones and iPads topped expectations, revenue from services, Mac computers and accessories missed Wall Street targets and sales in the crucial China market fell 1%.</p><p>The rising U.S. dollar has hit many companies such as Apple that generate substantial foreign revenue and are getting less cash back when they convert it. Apple said currency fluctuations would slash sales by 6% in the current quarter.</p><p>The most recent economic woes include supply chain disruptions that have hit production of some Apple products such as iPads and Macs whose assembly locations were clustered near regions of China that went into COVID lockdowns.</p><p>Apple, like many of its tech industry peers, is reportedly slowing hiring and cutting costs given the tough economic climate.</p><p>Apple shares closed Thursday down about 11% so far this year, slightly less than the broader S&amp;P 500 index and also less than other consumer hardware makers such as Sonos Inc and Samsung Electronics Co.</p><p>Apple said iPhone sales were $40.7 billion, up about 3% from a year earlier and well ahead of the overall global smartphone market, which fell 9% during the just-ended quarter, according to Canalys data.</p><p>Growth in the company&#39;s services business, which has provided a boost to sales and profits in recent years, was 12%, below the previous year&#39;s 33% rate and resulting in $19.6 billion in revenue, below estimates of $19.7 billion.</p><p>Apple said it now has 860 million paying subscribers on either its paid services or to paid software in its App Store, up from the previous quarter&#39;s 825 million.</p><p>Sales of iPads and Macs were $7.2 billion and $7.4 billion, compared with estimates of $6.9 billion and $8.7 billion. Mac sales represented a 10% contraction, after record sales since 2020, first from a work-from-home boost and then from Apple&#39;s new proprietary processor chips.</p><p>In its most recent fiscal year, nearly a fifth of Apple&#39;s sales came from its Greater China region after two years of struggling sales there. But now Apple is confronting slow overall economic growth in China, where its fiscal third-quarter sales were $14.6 billion, down 1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255309371","content_text":"July 28 (Reuters) - Apple Inc on Thursday said parts shortages are easing and that demand for iPhones is unceasing despite consumers tightening other spending, helping it top Wall Street expectations and forecast faster sales growth ahead.The Silicon Valley giant's shares rose 3.5% after hours following the release of the results. Apple said it was not providing specific revenue guidance due to economic uncertainty.Though macroeconomic indicators around the world are turning negative, Chief Financial Officer Luca Maestri told Reuters there had been no slowdown in demand for iPhones. The iPhone maker's loyal and relatively affluent customer base has enabled it to weather dips better than other consumer brands in the past, and the results for Apple's fiscal third quarter suggest a similar pattern emerging.Canalys Research analyst Runar Bjorhovde said, \"Apple in that sense has a certain robustness that will allow it to be impacted less than a lot of its competitors.\"The slumping economy is hurting sales of advertising, accessories and home products, though, Apple's Maestri said in an interview, calling the units \"pockets of weakness.\"\"Fortunately, we have a very broad portfolio, so we know we're going to be able to navigate that,\" he added.Parts shortages will continue to limit Mac and iPad sales, Maestri said, though the impact has been easing. They cost Apple under $4 billion in sales in the quarter ended June 25, less than it had forecast. Maestri said the company expects the hit to diminish further in the current quarter.Sales compared to a year ago should rise faster in the current quarter than 2% growth it posted in the just-ended quarter, Maestri said.Overall, Apple said quarterly sales and profit were $83.0 billion and $1.20 per share, above estimates of $82.8 billion and $1.16 per share, according to Refinitiv data.While sales of iPhones and iPads topped expectations, revenue from services, Mac computers and accessories missed Wall Street targets and sales in the crucial China market fell 1%.The rising U.S. dollar has hit many companies such as Apple that generate substantial foreign revenue and are getting less cash back when they convert it. Apple said currency fluctuations would slash sales by 6% in the current quarter.The most recent economic woes include supply chain disruptions that have hit production of some Apple products such as iPads and Macs whose assembly locations were clustered near regions of China that went into COVID lockdowns.Apple, like many of its tech industry peers, is reportedly slowing hiring and cutting costs given the tough economic climate.Apple shares closed Thursday down about 11% so far this year, slightly less than the broader S&P 500 index and also less than other consumer hardware makers such as Sonos Inc and Samsung Electronics Co.Apple said iPhone sales were $40.7 billion, up about 3% from a year earlier and well ahead of the overall global smartphone market, which fell 9% during the just-ended quarter, according to Canalys data.Growth in the company's services business, which has provided a boost to sales and profits in recent years, was 12%, below the previous year's 33% rate and resulting in $19.6 billion in revenue, below estimates of $19.7 billion.Apple said it now has 860 million paying subscribers on either its paid services or to paid software in its App Store, up from the previous quarter's 825 million.Sales of iPads and Macs were $7.2 billion and $7.4 billion, compared with estimates of $6.9 billion and $8.7 billion. Mac sales represented a 10% contraction, after record sales since 2020, first from a work-from-home boost and then from Apple's new proprietary processor chips.In its most recent fiscal year, nearly a fifth of Apple's sales came from its Greater China region after two years of struggling sales there. But now Apple is confronting slow overall economic growth in China, where its fiscal third-quarter sales were $14.6 billion, down 1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903864103,"gmtCreate":1659006021802,"gmtModify":1676536242600,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Duh]&nbsp;","listText":"[Duh]&nbsp;","text":"[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903864103","repostId":"2254387941","repostType":4,"repost":{"id":"2254387941","pubTimestamp":1658988127,"share":"https://ttm.financial/m/news/2254387941?lang=&edition=fundamental","pubTime":"2022-07-28 14:02","market":"us","language":"en","title":"5 Stocks Warren Buffett Has Piled Into as Inflation Skyrockets","url":"https://stock-news.laohu8.com/highlight/detail?id=2254387941","media":"Motley Fool","summary":"A historically high U.S. inflation rate of 9.1% hasn't stopped the Oracle of Omaha from putting his company's cash to work in five stocks.","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> CEO Warren Buffett has a knack for making money. Since taking the reins in 1965, he&#39;s created more than $630 billion in value for shareholders (himself included), as well as delivered a return of 3,641,613% for his company&#39;s Class A shareholders (BRK.A), as of Dec. 31, 2021.</p><p>Having invested for longer than most Americans have been alive, the Oracle of Omaha has seen just about everything. He&#39;s lived through more than a dozen recessions, as well as 39 double-digit pullbacks in the benchmark <b>S&amp;P 500</b> since the beginning of 1950. There&#39;s not a thing Wall Street or the U.S. economy can throw Buffett&#39;s way that&#39;ll scare him or his investing team to the sidelines.</p><p><img src=\"https://static.tigerbbs.com/97eb5722276a5bb799ff28af37b31a3f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>A perfect case in point is the United States&#39; historically high inflation rate of 9.1%, as of June 2022. Despite the price for goods and services rising at the quickest pace in four decades, Warren Buffett has been aggressively putting his company&#39;s capital to work in a number of stocks. What follows are five stocks Buffett has piled into as inflation soars.</p><h2>Chevron &amp; Occidental Petroleum</h2><p>The first two stocks Warren Buffett has been buying hand over fist as inflation skyrockets are energy giants <b>Chevron</b> and <b>Occidental</b> <b>Petroleum</b>. I&#39;m discussing both companies together because their operating models are extremely similar, and Buffett&#39;s reasoning for piling into these companies is as well.</p><p>During the first quarter, Berkshire Hathaway added slightly more than 120.9 million shares of Chevron, making it the fifth-largest position in Buffett&#39;s portfolio, as of July 22. Meanwhile, the share-buying of Occidental Petroleum has been more methodical, with Berkshire Hathaway filing paperwork with the Securities and Exchange Commission (SEC) seemingly every couple of weeks to note a new purchase. Close to 50 million total shares of Occidental have been bought by Buffett&#39;s company since the end of the first quarter.</p><p>With inflation at a 40-year high, buying mammoth stakes in Chevron and Occidental Petroleum likely signals that Buffett and his investing team expect oil, natural gas, and natural gas liquid prices to remain elevated for an extended period of time. Both Chevron and Occidental generate their juiciest operating margins from their upstream drilling segments. In other words, these stocks are a way to take advantage of sustainably higher energy commodity prices.</p><p>Chevron and Occidental also happen to be integrated oil stocks. This means that, in addition to their prized upstream assets, they have midstream (e.g., transmission pipelines and/or storage) and downstream assets (refineries and/or chemical plants). If and when the price of energy commodities falls, downstream assets benefit from lower input costs and higher demand. Meanwhile, midstream assets often have fixed-fee or volume-based deals in place, which are generally immune to wild swings in commodity prices.</p><p>The one thing to note that is different about Chevron and Occidental is their respective balance sheets. Chevron has among the lowest debt-to-equity ratios in the oil industry, whereas Occidental was buried in debt following its acquisition of Anadarko in 2019.</p><p><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><h2>Citigroup &amp; Ally Financial</h2><p>The third and fourth stocks Warren Buffett has been piling into as inflation ascends to historic highs are bank stocks <b>Citigroup</b> and <b>Ally Financial</b>. Yet again I&#39;ve chosen to discuss two companies at once because the thesis behind Buffett&#39;s purchases should be nearly identical for both stocks.</p><p>During the first quarter, Berkshire Hathaway gobbled up more than 55.1 million shares of Citigroup, as well as nearly 9 million shares of Ally Financial. The Ally position is reasonably small (it was worth about $300 million as of this past weekend), with the Citigroup stake nearing $2.9 billion.</p><p>Under normal circumstances, buying bank stocks with fears of a recession looming wouldn&#39;t be an advisable strategy. That&#39;s because banks typically face a double whammy when a recession strikes. First, they contend with rising loan delinquencies as economic weakness weighs on consumers and businesses. Second, the Federal Reserve would often come to the rescue by lowering interest rates to encourage lending. Lower interest rates reduce the net interest income-earning potential of banks.</p><p>But this time really is different. With inflation soaring, the nation&#39;s central bank has no choice but to aggressively increase its federal funds target rate to get rising prices under control. Even though loan delinquencies could rise and Citigroup and Ally Financial could be inclined to set aside capital for loan losses, both banks should benefit from higher net-interest income as a result of the Fed&#39;s hawkish monetary policy shift.</p><p>Warren Buffett is also a big fan of playing a simple numbers game that favors the patient. You see, bank stocks like Citigroup and Ally Financial are cyclical. When the economy struggles, banks struggle. Conversely, when the U.S. and global economy are firing on all cylinders, banks are typically growing their loans and deposits.</p><p>The thing is, recessions only last for a couple of quarters, whereas periods of economic expansion can go on for years. Buying shares of Citigroup and Ally Financial is a smart way of taking advantage of this simple numbers game and benefiting from the natural expansion of the U.S. and global economy.</p><h2>Activision Blizzard</h2><p>The fifth stock Warren Buffett has piled into as inflation skyrockets is gaming company <b>Activision Blizzard</b>. Although Berkshire ended the first quarter with an 8.2% stake in Activision, the Oracle of Omaha noted during his company&#39;s annual shareholder meeting in late April that this position had grown to 9.5%. A 9.5% stake would mean Berkshire owns around 74 million shares.</p><p>The Activision Blizzard stake is nothing short of a head-scratcher -- until you dig a bit deeper. I say this because Buffett isn&#39;t known for investing in tech stocks -- especially tech stocks focused on gaming. Personally, I&#39;d be surprised if the Oracle of Omaha could name a single gaming franchise that drives Activision&#39;s top line.</p><p>So, &#34;Why Activision?&#34; The simple answer is the arbitrage opportunity. In mid-January, <b>Microsoft</b> announced an all-cash offer to acquire Activision for $95 per share. Microsoft already has a sizable gaming presence; however, it&#39;s likely angling to use Activision as its on-ramp to the metaverse.</p><p>What makes this deal so appealing to Buffett is how far below the all-cash offer price Activision has traded. As of this past weekend, shares of the gaming company were roughly 20% below Microsoft&#39;s buyout price. While there&#39;s some concern about whether international regulators will allow the deal to close, a completed buyout would result in a 20% gain from current levels. A 20% return in a year or less would put even historically high inflation in its place.</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>5 Stocks Warren Buffett Has Piled Into as Inflation Skyrockets</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\">\n5 Stocks Warren Buffett Has Piled Into as Inflation Skyrockets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 14:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/27/5-stocks-warren-buffett-piled-into-inflation-soars/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway CEO Warren Buffett has a knack for making money. Since taking the reins in 1965, he's created more than $630 billion in value for shareholders (himself included), as well as ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/27/5-stocks-warren-buffett-piled-into-inflation-soars/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","CVX":"雪佛龙","ALLY":"Ally Financial Inc.","ATVI":"动视暴雪","OXY":"西方石油"},"source_url":"https://www.fool.com/investing/2022/07/27/5-stocks-warren-buffett-piled-into-inflation-soars/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254387941","content_text":"Berkshire Hathaway CEO Warren Buffett has a knack for making money. Since taking the reins in 1965, he's created more than $630 billion in value for shareholders (himself included), as well as delivered a return of 3,641,613% for his company's Class A shareholders (BRK.A), as of Dec. 31, 2021.Having invested for longer than most Americans have been alive, the Oracle of Omaha has seen just about everything. He's lived through more than a dozen recessions, as well as 39 double-digit pullbacks in the benchmark S&P 500 since the beginning of 1950. There's not a thing Wall Street or the U.S. economy can throw Buffett's way that'll scare him or his investing team to the sidelines.A perfect case in point is the United States' historically high inflation rate of 9.1%, as of June 2022. Despite the price for goods and services rising at the quickest pace in four decades, Warren Buffett has been aggressively putting his company's capital to work in a number of stocks. What follows are five stocks Buffett has piled into as inflation soars.Chevron & Occidental PetroleumThe first two stocks Warren Buffett has been buying hand over fist as inflation skyrockets are energy giants Chevron and Occidental Petroleum. I'm discussing both companies together because their operating models are extremely similar, and Buffett's reasoning for piling into these companies is as well.During the first quarter, Berkshire Hathaway added slightly more than 120.9 million shares of Chevron, making it the fifth-largest position in Buffett's portfolio, as of July 22. Meanwhile, the share-buying of Occidental Petroleum has been more methodical, with Berkshire Hathaway filing paperwork with the Securities and Exchange Commission (SEC) seemingly every couple of weeks to note a new purchase. Close to 50 million total shares of Occidental have been bought by Buffett's company since the end of the first quarter.With inflation at a 40-year high, buying mammoth stakes in Chevron and Occidental Petroleum likely signals that Buffett and his investing team expect oil, natural gas, and natural gas liquid prices to remain elevated for an extended period of time. Both Chevron and Occidental generate their juiciest operating margins from their upstream drilling segments. In other words, these stocks are a way to take advantage of sustainably higher energy commodity prices.Chevron and Occidental also happen to be integrated oil stocks. This means that, in addition to their prized upstream assets, they have midstream (e.g., transmission pipelines and/or storage) and downstream assets (refineries and/or chemical plants). If and when the price of energy commodities falls, downstream assets benefit from lower input costs and higher demand. Meanwhile, midstream assets often have fixed-fee or volume-based deals in place, which are generally immune to wild swings in commodity prices.The one thing to note that is different about Chevron and Occidental is their respective balance sheets. Chevron has among the lowest debt-to-equity ratios in the oil industry, whereas Occidental was buried in debt following its acquisition of Anadarko in 2019.Citigroup & Ally FinancialThe third and fourth stocks Warren Buffett has been piling into as inflation ascends to historic highs are bank stocks Citigroup and Ally Financial. Yet again I've chosen to discuss two companies at once because the thesis behind Buffett's purchases should be nearly identical for both stocks.During the first quarter, Berkshire Hathaway gobbled up more than 55.1 million shares of Citigroup, as well as nearly 9 million shares of Ally Financial. The Ally position is reasonably small (it was worth about $300 million as of this past weekend), with the Citigroup stake nearing $2.9 billion.Under normal circumstances, buying bank stocks with fears of a recession looming wouldn't be an advisable strategy. That's because banks typically face a double whammy when a recession strikes. First, they contend with rising loan delinquencies as economic weakness weighs on consumers and businesses. Second, the Federal Reserve would often come to the rescue by lowering interest rates to encourage lending. Lower interest rates reduce the net interest income-earning potential of banks.But this time really is different. With inflation soaring, the nation's central bank has no choice but to aggressively increase its federal funds target rate to get rising prices under control. Even though loan delinquencies could rise and Citigroup and Ally Financial could be inclined to set aside capital for loan losses, both banks should benefit from higher net-interest income as a result of the Fed's hawkish monetary policy shift.Warren Buffett is also a big fan of playing a simple numbers game that favors the patient. You see, bank stocks like Citigroup and Ally Financial are cyclical. When the economy struggles, banks struggle. Conversely, when the U.S. and global economy are firing on all cylinders, banks are typically growing their loans and deposits.The thing is, recessions only last for a couple of quarters, whereas periods of economic expansion can go on for years. Buying shares of Citigroup and Ally Financial is a smart way of taking advantage of this simple numbers game and benefiting from the natural expansion of the U.S. and global economy.Activision BlizzardThe fifth stock Warren Buffett has piled into as inflation skyrockets is gaming company Activision Blizzard. Although Berkshire ended the first quarter with an 8.2% stake in Activision, the Oracle of Omaha noted during his company's annual shareholder meeting in late April that this position had grown to 9.5%. A 9.5% stake would mean Berkshire owns around 74 million shares.The Activision Blizzard stake is nothing short of a head-scratcher -- until you dig a bit deeper. I say this because Buffett isn't known for investing in tech stocks -- especially tech stocks focused on gaming. Personally, I'd be surprised if the Oracle of Omaha could name a single gaming franchise that drives Activision's top line.So, \"Why Activision?\" The simple answer is the arbitrage opportunity. In mid-January, Microsoft announced an all-cash offer to acquire Activision for $95 per share. Microsoft already has a sizable gaming presence; however, it's likely angling to use Activision as its on-ramp to the metaverse.What makes this deal so appealing to Buffett is how far below the all-cash offer price Activision has traded. As of this past weekend, shares of the gaming company were roughly 20% below Microsoft's buyout price. While there's some concern about whether international regulators will allow the deal to close, a completed buyout would result in a 20% gain from current levels. A 20% return in a year or less would put even historically high inflation in its place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903862788,"gmtCreate":1659005865344,"gmtModify":1676536242553,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Sly]&nbsp;","listText":"[Sly]&nbsp;","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903862788","repostId":"1179137005","repostType":4,"repost":{"id":"1179137005","pubTimestamp":1659004223,"share":"https://ttm.financial/m/news/1179137005?lang=&edition=fundamental","pubTime":"2022-07-28 18:30","market":"sg","language":"en","title":"Singapore Airlines Swings to Profit as Demand Roars Back","url":"https://stock-news.laohu8.com/highlight/detail?id=1179137005","media":"Bloomberg","summary":"Capacity seen rising to 68% pre-Covid levels in second quarterHigh fuel costs, slowing economic grow","content":"<html><head></head><body><ul><li>Capacity seen rising to 68% pre-Covid levels in second quarter</li><li>High fuel costs, slowing economic growth are risks to recovery</li></ul><p><a href=\"https://laohu8.com/S/C6L.SI\">Singapore Airlines Ltd.</a> swung to a profit in the three months through June, as the end of travel restrictions across most of the world sparked a surge in demand for flights.</p><p>The airline said in a statement Thursday that it posted net income of S$370 million ($268 million) in the quarter, compared with a loss of S$409 million in the same period in 2021. Revenue came in at S$3.91 billion versus S$1.3 billion a year earlier.</p><p>Passenger load factor rose 34.1 percentage points to 79%, the highest since the onset of the pandemic, as traffic growth outpaced capacity expansion of 28.9%. Capacity for the group, which includes Scoot Airlines, is projected to rise to about 68% of pre-Covid levels in the second quarter and to 76% by the third. It was just 3% in April 2020.</p><p>Operating profit was $556 million in the three months through June, the second-highest quarterly figure ever, the company said. Singapore Airlines and Scoot carried 5.1 million passengers last quarter, with robust demand in all cabin classes and all regions apart from east Asia, where some border restrictions remain in place.</p><p>Singapore starting dismantling its Covid border curbs last year, initially via so-called vaccinated travel lanes with a handful of countries to allow inoculated people to enter without having to do quarantine, and then opening more widely to travelers from everywhere. While the city-state is still reporting several thousand infections a day, most virus curbs such as limits on gatherings have been lifted and authorities are preparing to vaccinate young children.</p><p>Singapore Airlines said expenditure rose by 32% from the previous quarter to S$3.4 billion, including a 71% jump in net fuel costs to S$1.3 billion as fuel prices rose 40%. That was partly offset by fuel hedging gains, it said.</p><p>Elevated fuel prices remain a concern, the airline said, while interest-rate increases and slowing economic growth in many countries are risks to the recovery in passenger travel and air cargo demand.</p><p>The company said forward sales are buoyant for the months to October, though cargo activity typically slows during the summer.</p><p>“Yields are expected to remain higher than pre-Covid levels in the near to medium term as air cargo capacity remains tight on key trade lanes to and from Asia, particularly between Europe and Asia, amid the Russia-Ukraine conflict,” it said. “Changes to the Covid-19 situation in China may also impact the ongoing recovery in the country’s export volumes.”</p><p>In the depths of the Covid crisis, with no domestic market in which to operate, Singapore Airlines cut pay and thousands of jobs, renegotiated aircraft contracts and deferred plane deliveries to put a lid on costs. To help it through, the company has raised S$22.4 billion in additional liquidity since April 2020.</p><p>Crew recruitment resumed in February, while new aircraft and higher usage will support the carrier’s network expansion, it said. Singapore Airlines’ operating fleet consisted of 127 passenger planes and seven freighters as of June 30, while Scoot had 55 passenger aircraft.</p><p>The airline now plans to increase services to destinations across the world, including restoring India operations to pre-Covid levels and adding more flights to Japanese cities like Tokyo and Osaka. It said earlier this month that more services will be added to Los Angeles and Paris in response to strong demand.</p><p>Singapore’s Changi Airport said last week it will resume operations at its Terminal 4 on Sept. 13 to meet demand after it was shuttered for more than two years due to the impact of the pandemic on travel.</p><p>In an interview with Bloomberg News in late May, Chief Executive Officer Goh Choon Phong said Singapore Airlines is committing to a strategy of working with international partners and establishing overseas hubs.</p><p>Singapore Airlines’ shares rose 0.2% ahead of the results Thursday. The company has three buy ratings, seven holds and two sells among analysts tracked by Bloomberg News.</p><p></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Airlines Swings to Profit as Demand Roars Back</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Airlines Swings to Profit as Demand Roars Back\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 18:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-28/singapore-airlines-swings-to-profit-as-demand-comes-roaring-back?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Capacity seen rising to 68% pre-Covid levels in second quarterHigh fuel costs, slowing economic growth are risks to recoverySingapore Airlines Ltd. swung to a profit in the three months through June, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-28/singapore-airlines-swings-to-profit-as-demand-comes-roaring-back?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-28/singapore-airlines-swings-to-profit-as-demand-comes-roaring-back?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179137005","content_text":"Capacity seen rising to 68% pre-Covid levels in second quarterHigh fuel costs, slowing economic growth are risks to recoverySingapore Airlines Ltd. swung to a profit in the three months through June, as the end of travel restrictions across most of the world sparked a surge in demand for flights.The airline said in a statement Thursday that it posted net income of S$370 million ($268 million) in the quarter, compared with a loss of S$409 million in the same period in 2021. Revenue came in at S$3.91 billion versus S$1.3 billion a year earlier.Passenger load factor rose 34.1 percentage points to 79%, the highest since the onset of the pandemic, as traffic growth outpaced capacity expansion of 28.9%. Capacity for the group, which includes Scoot Airlines, is projected to rise to about 68% of pre-Covid levels in the second quarter and to 76% by the third. It was just 3% in April 2020.Operating profit was $556 million in the three months through June, the second-highest quarterly figure ever, the company said. Singapore Airlines and Scoot carried 5.1 million passengers last quarter, with robust demand in all cabin classes and all regions apart from east Asia, where some border restrictions remain in place.Singapore starting dismantling its Covid border curbs last year, initially via so-called vaccinated travel lanes with a handful of countries to allow inoculated people to enter without having to do quarantine, and then opening more widely to travelers from everywhere. While the city-state is still reporting several thousand infections a day, most virus curbs such as limits on gatherings have been lifted and authorities are preparing to vaccinate young children.Singapore Airlines said expenditure rose by 32% from the previous quarter to S$3.4 billion, including a 71% jump in net fuel costs to S$1.3 billion as fuel prices rose 40%. That was partly offset by fuel hedging gains, it said.Elevated fuel prices remain a concern, the airline said, while interest-rate increases and slowing economic growth in many countries are risks to the recovery in passenger travel and air cargo demand.The company said forward sales are buoyant for the months to October, though cargo activity typically slows during the summer.“Yields are expected to remain higher than pre-Covid levels in the near to medium term as air cargo capacity remains tight on key trade lanes to and from Asia, particularly between Europe and Asia, amid the Russia-Ukraine conflict,” it said. “Changes to the Covid-19 situation in China may also impact the ongoing recovery in the country’s export volumes.”In the depths of the Covid crisis, with no domestic market in which to operate, Singapore Airlines cut pay and thousands of jobs, renegotiated aircraft contracts and deferred plane deliveries to put a lid on costs. To help it through, the company has raised S$22.4 billion in additional liquidity since April 2020.Crew recruitment resumed in February, while new aircraft and higher usage will support the carrier’s network expansion, it said. Singapore Airlines’ operating fleet consisted of 127 passenger planes and seven freighters as of June 30, while Scoot had 55 passenger aircraft.The airline now plans to increase services to destinations across the world, including restoring India operations to pre-Covid levels and adding more flights to Japanese cities like Tokyo and Osaka. It said earlier this month that more services will be added to Los Angeles and Paris in response to strong demand.Singapore’s Changi Airport said last week it will resume operations at its Terminal 4 on Sept. 13 to meet demand after it was shuttered for more than two years due to the impact of the pandemic on travel.In an interview with Bloomberg News in late May, Chief Executive Officer Goh Choon Phong said Singapore Airlines is committing to a strategy of working with international partners and establishing overseas hubs.Singapore Airlines’ shares rose 0.2% ahead of the results Thursday. The company has three buy ratings, seven holds and two sells among analysts tracked by Bloomberg News.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909927515,"gmtCreate":1658800183237,"gmtModify":1676536209823,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[lovely]&nbsp;","listText":"[lovely]&nbsp;","text":"[lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909927515","repostId":"1108190327","repostType":4,"repost":{"id":"1108190327","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":1658725472,"share":"https://ttm.financial/m/news/1108190327?lang=&edition=fundamental","pubTime":"2022-07-25 13:04","market":"hk","language":"en","title":"Alibaba Drops 2%, Nio Leads EV Crash With 7% Plunge","url":"https://stock-news.laohu8.com/highlight/detail?id=1108190327","media":"Benzinga","summary":"ZINGER KEY POINTSHang Seng loses 0.81%Nio plunges 7%, Li Auto down 6%Fed rate hike looms over market","content":"<html><head></head><body><p>ZINGER KEY POINTS</p><ul><li>Hang Seng loses 0.81%</li><li>Nio plunges 7%, Li Auto down 6%</li><li>Fed rate hike looms over markets this week</li></ul><p>Hong Kong’s benchmark Hang Seng Index opened in the red on Monday following a weaker close on Wall Street on Friday, which was dominated by a plunge in social media stocks. The Hang Seng fell 0.81% ahead of the crucial U.S. Federal Reserve meeting later this week that could potentially see a 75 bps rate hike.</p><p><b>EVs plunge:</b> <a href=\"https://laohu8.com/S/09866\"><b>Nio Inc</a></b> led the losers, with the stock shedding nearly 7%. $<b>Tesla Inc(</b>TSLA)$ rival $<b>XPeng Inc(</b>XPEV)$ fell more than 4%, while <a href=\"https://laohu8.com/S/02015\"><b>Li AutoInc</a></b> was down nearly 4.6% at press time.</p><p><b>Tech Loses Shine:</b> Shares of <a href=\"https://laohu8.com/S/09988\"><b>AlibabaGroup Holding</b> <b>Ltd.</b></a> lost more than 2% and <b>BaiduInc</b> fell 1.43% on Monday. <b>Tencent Holdings</b> <b>Ltd.</b> shares were down 1.2%, while shopping platform <b>Meituan</b> lost 0.52%.</p><p>E-commerce player <b>JD.com Inc</b> lost 1.3%.</p><p><b>Company News:</b> Nio is set to enter Germany, Holland, Denmark and Sweden with its flagship ET7 sedan along with its battery swap stations and domestic hiring, reports EV quoting the Deutsche Bank analyst Edison Yu.</p><p><b>Global Markets:</b> U.S. markets ended in the red on Friday, led by a plunge in social media stocks, with the Nasdaq index falling 1.87%. The Dow Jones Industrial Average closed 0.43% lower, while the S&amp;P 500 shed 0.93%.</p><p>Shares of <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> nosedived 39% over disappointing second-quarter results.</p><p>Elsewhere in Asia, Japan’s Nikkei 225 traded lower at 0.64% while the South Korean Kospi rose marginally by 0.03%. China’s Shanghai Composite traded flat, while Australia’s ASX 200 was up 0.07% in opening trade.</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 Drops 2%, Nio Leads EV Crash With 7% Plunge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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 Drops 2%, Nio Leads EV Crash With 7% Plunge\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-07-25 13:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>ZINGER KEY POINTS</p><ul><li>Hang Seng loses 0.81%</li><li>Nio plunges 7%, Li Auto down 6%</li><li>Fed rate hike looms over markets this week</li></ul><p>Hong Kong’s benchmark Hang Seng Index opened in the red on Monday following a weaker close on Wall Street on Friday, which was dominated by a plunge in social media stocks. The Hang Seng fell 0.81% ahead of the crucial U.S. Federal Reserve meeting later this week that could potentially see a 75 bps rate hike.</p><p><b>EVs plunge:</b> <a href=\"https://laohu8.com/S/09866\"><b>Nio Inc</a></b> led the losers, with the stock shedding nearly 7%. $<b>Tesla Inc(</b>TSLA)$ rival $<b>XPeng Inc(</b>XPEV)$ fell more than 4%, while <a href=\"https://laohu8.com/S/02015\"><b>Li AutoInc</a></b> was down nearly 4.6% at press time.</p><p><b>Tech Loses Shine:</b> Shares of <a href=\"https://laohu8.com/S/09988\"><b>AlibabaGroup Holding</b> <b>Ltd.</b></a> lost more than 2% and <b>BaiduInc</b> fell 1.43% on Monday. <b>Tencent Holdings</b> <b>Ltd.</b> shares were down 1.2%, while shopping platform <b>Meituan</b> lost 0.52%.</p><p>E-commerce player <b>JD.com Inc</b> lost 1.3%.</p><p><b>Company News:</b> Nio is set to enter Germany, Holland, Denmark and Sweden with its flagship ET7 sedan along with its battery swap stations and domestic hiring, reports EV quoting the Deutsche Bank analyst Edison Yu.</p><p><b>Global Markets:</b> U.S. markets ended in the red on Friday, led by a plunge in social media stocks, with the Nasdaq index falling 1.87%. The Dow Jones Industrial Average closed 0.43% lower, while the S&amp;P 500 shed 0.93%.</p><p>Shares of <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> nosedived 39% over disappointing second-quarter results.</p><p>Elsewhere in Asia, Japan’s Nikkei 225 traded lower at 0.64% while the South Korean Kospi rose marginally by 0.03%. China’s Shanghai Composite traded flat, while Australia’s ASX 200 was up 0.07% in opening trade.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","02015":"理想汽车-W","09866":"蔚来-SW","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108190327","content_text":"ZINGER KEY POINTSHang Seng loses 0.81%Nio plunges 7%, Li Auto down 6%Fed rate hike looms over markets this weekHong Kong’s benchmark Hang Seng Index opened in the red on Monday following a weaker close on Wall Street on Friday, which was dominated by a plunge in social media stocks. The Hang Seng fell 0.81% ahead of the crucial U.S. Federal Reserve meeting later this week that could potentially see a 75 bps rate hike.EVs plunge: Nio Inc led the losers, with the stock shedding nearly 7%. $Tesla Inc(TSLA)$ rival $XPeng Inc(XPEV)$ fell more than 4%, while Li AutoInc was down nearly 4.6% at press time.Tech Loses Shine: Shares of AlibabaGroup Holding Ltd. lost more than 2% and BaiduInc fell 1.43% on Monday. Tencent Holdings Ltd. shares were down 1.2%, while shopping platform Meituan lost 0.52%.E-commerce player JD.com Inc lost 1.3%.Company News: Nio is set to enter Germany, Holland, Denmark and Sweden with its flagship ET7 sedan along with its battery swap stations and domestic hiring, reports EV quoting the Deutsche Bank analyst Edison Yu.Global Markets: U.S. markets ended in the red on Friday, led by a plunge in social media stocks, with the Nasdaq index falling 1.87%. The Dow Jones Industrial Average closed 0.43% lower, while the S&P 500 shed 0.93%.Shares of Snap Inc nosedived 39% over disappointing second-quarter results.Elsewhere in Asia, Japan’s Nikkei 225 traded lower at 0.64% while the South Korean Kospi rose marginally by 0.03%. China’s Shanghai Composite traded flat, while Australia’s ASX 200 was up 0.07% in opening trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909924193,"gmtCreate":1658800039413,"gmtModify":1676536209793,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Duh]&nbsp;","listText":"[Duh]&nbsp;","text":"[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909924193","repostId":"1114501394","repostType":4,"repost":{"id":"1114501394","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":1658797204,"share":"https://ttm.financial/m/news/1114501394?lang=&edition=fundamental","pubTime":"2022-07-26 09:00","market":"sg","language":"en","title":"Singapore Stocks to Watch: Singtel, CLCT, AA Reit, SIA Engineering, Keppel DC Reit","url":"https://stock-news.laohu8.com/highlight/detail?id=1114501394","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday ","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 26):</p><p><b>Singtel (Z74): </b>Singtel is divesting its Amobee to the UK’s Tremor International for an enterprise valuation of US$239 million, above the US media and advertising subsidiary’s carrying value of US$160 million.</p><p>The transaction, which excludes Amobee’s e-mail solutions business, will realise some US$197 million in net proceeds and is expected to complete by September this year.</p><p>In a bourse filing on Tuesday, Singtel said the transaction is in line with the group’s strategic reset to sharpen its business focus and recycle assets and capital into growth areas with higher returns.</p><p><b>CLCT(</b><b>AU8U</b><b>):</b> The manager of CapitaLand China Trust (CLCT) has reported a distribution per unit (DPU) of 4.10 cents for the 1HFY2022 ended June.</p><p>The DPU is 3.1% lower than the DPU of 4.23 cents in the corresponding period the year before as the REIT manager has opted to retain $3.6 million of the distributable income to unitholders for “financial flexibility”.</p><p>The retained amount follows the recent lockdowns in Shanghai and the mandatory closures of shopping malls in China due to the resurgence of Covid-19.</p><p><b>AA Reit</b> <b>(O5RU):</b> AIMS Apac Real Estate Investment Trust’s (AA Reit) distribution per unit (DPU) rose by 1.3 per cent to S$0.0228 in the first quarter of FY2023, from S$0.0225 in the year-ago period.</p><p>Gross revenue was up 29.8 per cent to S$41.3 million in Q1, from S$31.8 million a year ago, while net property income (NPI) grew 34.3 per cent to S$31 million, from S$23.1 million last year.</p><p>This was due to contributions from Australian supermarket and grocery chain, Woolworths Headquarters, which was completed on Nov 15, 2021, as well as higher rental income from existing properties, the industrial Reit’s manager said in a regulatory filing on Tuesday (Jul 26).</p><p><b>SIA Engineering (</b><b>S59</b><b>):</b> MAINBOARD-LISTEDSIA Engineering reported a 15.3 per cent fall or S$1.7 million in Q1 FY2022-23 ended Jun 30 profit after tax to S$12.8 million Excluding government wage support Q1 FY2022-23 profit after tax would fall to S$4.2 million.</p><p>In a business update, the aircraft maintenance company reported Q1 FY2022-23 revenue increased 36.9 per cent y-o-y to S$171.5 million. This was driven by increase in line maintenance revenue as a higher number of flights were handled.</p><p>The number of flights handled in June 2022 has now reached 55 per cent of pre-pandemic volume. SIA Engineering reported a 42 per cent q-o-q growth or a doubled y-o-y growth in flights handled for Q1 FY2022-23.</p><p><b>Keppel DC Reit (</b><b>AJBU</b><b>): </b>The manager of Keppel DC REIT has reported a distribution per unit (DPU) of 5.049 cents for the 1HFY2022 ended June 30.</p><p>The half-year period’s DPU, which is 2.5% higher than the DPU of 4.924 cents in the 1HFY2021, was computed based on the distributable income to unitholders after the deduction of capital expenditure (capex) reserves that has been set aside.</p><p>Based on the REIT’s closing price of $1.97 per unit, its annualised distribution yield stands at 5.13%.</p><p>During the period, the REIT’s distributable income grew 8.2% y-o-y to $91.2 million, which was due to contributions from accretive acquisitions, which include the Eindhoven Campus, Guangdong Data Centre and the London Data Centre.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Singtel, CLCT, AA Reit, SIA Engineering, Keppel DC Reit</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Singtel, CLCT, AA Reit, SIA Engineering, Keppel DC Reit\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\">2022-07-26 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 26):</p><p><b>Singtel (Z74): </b>Singtel is divesting its Amobee to the UK’s Tremor International for an enterprise valuation of US$239 million, above the US media and advertising subsidiary’s carrying value of US$160 million.</p><p>The transaction, which excludes Amobee’s e-mail solutions business, will realise some US$197 million in net proceeds and is expected to complete by September this year.</p><p>In a bourse filing on Tuesday, Singtel said the transaction is in line with the group’s strategic reset to sharpen its business focus and recycle assets and capital into growth areas with higher returns.</p><p><b>CLCT(</b><b>AU8U</b><b>):</b> The manager of CapitaLand China Trust (CLCT) has reported a distribution per unit (DPU) of 4.10 cents for the 1HFY2022 ended June.</p><p>The DPU is 3.1% lower than the DPU of 4.23 cents in the corresponding period the year before as the REIT manager has opted to retain $3.6 million of the distributable income to unitholders for “financial flexibility”.</p><p>The retained amount follows the recent lockdowns in Shanghai and the mandatory closures of shopping malls in China due to the resurgence of Covid-19.</p><p><b>AA Reit</b> <b>(O5RU):</b> AIMS Apac Real Estate Investment Trust’s (AA Reit) distribution per unit (DPU) rose by 1.3 per cent to S$0.0228 in the first quarter of FY2023, from S$0.0225 in the year-ago period.</p><p>Gross revenue was up 29.8 per cent to S$41.3 million in Q1, from S$31.8 million a year ago, while net property income (NPI) grew 34.3 per cent to S$31 million, from S$23.1 million last year.</p><p>This was due to contributions from Australian supermarket and grocery chain, Woolworths Headquarters, which was completed on Nov 15, 2021, as well as higher rental income from existing properties, the industrial Reit’s manager said in a regulatory filing on Tuesday (Jul 26).</p><p><b>SIA Engineering (</b><b>S59</b><b>):</b> MAINBOARD-LISTEDSIA Engineering reported a 15.3 per cent fall or S$1.7 million in Q1 FY2022-23 ended Jun 30 profit after tax to S$12.8 million Excluding government wage support Q1 FY2022-23 profit after tax would fall to S$4.2 million.</p><p>In a business update, the aircraft maintenance company reported Q1 FY2022-23 revenue increased 36.9 per cent y-o-y to S$171.5 million. This was driven by increase in line maintenance revenue as a higher number of flights were handled.</p><p>The number of flights handled in June 2022 has now reached 55 per cent of pre-pandemic volume. SIA Engineering reported a 42 per cent q-o-q growth or a doubled y-o-y growth in flights handled for Q1 FY2022-23.</p><p><b>Keppel DC Reit (</b><b>AJBU</b><b>): </b>The manager of Keppel DC REIT has reported a distribution per unit (DPU) of 5.049 cents for the 1HFY2022 ended June 30.</p><p>The half-year period’s DPU, which is 2.5% higher than the DPU of 4.924 cents in the 1HFY2021, was computed based on the distributable income to unitholders after the deduction of capital expenditure (capex) reserves that has been set aside.</p><p>Based on the REIT’s closing price of $1.97 per unit, its annualised distribution yield stands at 5.13%.</p><p>During the period, the REIT’s distributable income grew 8.2% y-o-y to $91.2 million, which was due to contributions from accretive acquisitions, which include the Eindhoven Campus, Guangdong Data Centre and the London Data Centre.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AJBU.SI":"吉宝数据中心房地产信托","AU8U.SI":"凯德商用中国信托","S59.SI":"新航工程","O5RU.SI":"宝泽安保资本工业房地产信托","Z74.SI":"新电信"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114501394","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Jul 26):Singtel (Z74): Singtel is divesting its Amobee to the UK’s Tremor International for an enterprise valuation of US$239 million, above the US media and advertising subsidiary’s carrying value of US$160 million.The transaction, which excludes Amobee’s e-mail solutions business, will realise some US$197 million in net proceeds and is expected to complete by September this year.In a bourse filing on Tuesday, Singtel said the transaction is in line with the group’s strategic reset to sharpen its business focus and recycle assets and capital into growth areas with higher returns.CLCT(AU8U): The manager of CapitaLand China Trust (CLCT) has reported a distribution per unit (DPU) of 4.10 cents for the 1HFY2022 ended June.The DPU is 3.1% lower than the DPU of 4.23 cents in the corresponding period the year before as the REIT manager has opted to retain $3.6 million of the distributable income to unitholders for “financial flexibility”.The retained amount follows the recent lockdowns in Shanghai and the mandatory closures of shopping malls in China due to the resurgence of Covid-19.AA Reit (O5RU): AIMS Apac Real Estate Investment Trust’s (AA Reit) distribution per unit (DPU) rose by 1.3 per cent to S$0.0228 in the first quarter of FY2023, from S$0.0225 in the year-ago period.Gross revenue was up 29.8 per cent to S$41.3 million in Q1, from S$31.8 million a year ago, while net property income (NPI) grew 34.3 per cent to S$31 million, from S$23.1 million last year.This was due to contributions from Australian supermarket and grocery chain, Woolworths Headquarters, which was completed on Nov 15, 2021, as well as higher rental income from existing properties, the industrial Reit’s manager said in a regulatory filing on Tuesday (Jul 26).SIA Engineering (S59): MAINBOARD-LISTEDSIA Engineering reported a 15.3 per cent fall or S$1.7 million in Q1 FY2022-23 ended Jun 30 profit after tax to S$12.8 million Excluding government wage support Q1 FY2022-23 profit after tax would fall to S$4.2 million.In a business update, the aircraft maintenance company reported Q1 FY2022-23 revenue increased 36.9 per cent y-o-y to S$171.5 million. This was driven by increase in line maintenance revenue as a higher number of flights were handled.The number of flights handled in June 2022 has now reached 55 per cent of pre-pandemic volume. SIA Engineering reported a 42 per cent q-o-q growth or a doubled y-o-y growth in flights handled for Q1 FY2022-23.Keppel DC Reit (AJBU): The manager of Keppel DC REIT has reported a distribution per unit (DPU) of 5.049 cents for the 1HFY2022 ended June 30.The half-year period’s DPU, which is 2.5% higher than the DPU of 4.924 cents in the 1HFY2021, was computed based on the distributable income to unitholders after the deduction of capital expenditure (capex) reserves that has been set aside.Based on the REIT’s closing price of $1.97 per unit, its annualised distribution yield stands at 5.13%.During the period, the REIT’s distributable income grew 8.2% y-o-y to $91.2 million, which was due to contributions from accretive acquisitions, which include the Eindhoven Campus, Guangdong Data Centre and the London Data Centre.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909922583,"gmtCreate":1658799937742,"gmtModify":1676536209762,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909922583","repostId":"1157069231","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077524709,"gmtCreate":1658544225101,"gmtModify":1676536174800,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[lovely]&nbsp;","listText":"[lovely]&nbsp;","text":"[lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077524709","repostId":"2253069383","repostType":4,"repost":{"id":"2253069383","pubTimestamp":1658542066,"share":"https://ttm.financial/m/news/2253069383?lang=&edition=fundamental","pubTime":"2022-07-23 10:07","market":"us","language":"en","title":"2 Reasons Why Netflix Could Face Tougher Times Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=2253069383","media":"Motley Fool","summary":"The company's third-quarter report might not be as celebrated as its second.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\"><b>Netflix</b> </a> announced its loss of 970,000 subscribers in the second quarter of 2022 after projecting a loss of 2 million. The company&#39;s hit content was a leading factor in the improvement, but its third quarter might not be so lucky -- here&#39;s why.</p><h2>A lack of hit content</h2><p>On July 19, Netflix co-CEO Reed Hastings discussed the company&#39;s positive second-quarter results in an earnings call, attributing much of its improved subscriber losses to its content -- thanking one show in particular. The executive said, &#34;If there was a single thing, we might say <i>Stranger Things</i>.&#34; Part 1 of the show&#39;s fourth season was released May 27, generating 1.3 billion viewing hours in the first four weeks -- becoming Netflix&#39;s biggest season for an English series ever.</p><p>In addition to the juggernaut <i>Stranger Things</i>, Q2 2022 also saw the finale of the Netflix hit <i>Ozark </i>on April 29, with the release of part 2 of the show&#39;s final season. The last seven episodes racked up 78.4 million viewing hours in its first three days, making it the company&#39;s most-watched English-language TV series before <i>Stranger Things</i> Season 4 was released a month later.</p><p>The third quarter had a good start with the release of <i>Stranger Things</i> Season 4 Part 2 on July 1, but there are not many reasons for subscribers to stay beyond that. The next big releases during the month have been the game-adapted series <i>Resident Evil</i> on July 14 and the Ryan Gosling-led film <i>The Gray Man</i> on July 22. <i>Resident Evil</i> has since become one of Netflix&#39;s worst-rated shows in history, and while <i>The Gray Man</i> could encourage views, popular shows are what pull in subscribers. Releases such as <i>Uncharted</i> in August and the Marylin Monroe biopic <i>Blonde</i> in September are great additions to Netflix&#39;s film library but aren&#39;t going to encourage subscriber retention.</p><p>The best-performing series adding a new season in Q3 2022 is high school comedy-drama <i>Never Have I Ever</i>, with its third season launching on August 12. The show&#39;s second season landed in the top 10 of more than 70 countries in July 2021, garnering 132 million viewing hours from July 11 to August 1, 2021. While the show&#39;s stats are impressive, the second season garnered just 13.5% of <i>Stranger Things</i> Season 4 Part 1&#39;s viewership in the same length of time . Even with <i>Stranger Things</i>, Netflix lost almost a million subscribers in Q2 2022; improvements aren&#39;t likely in Q3.</p><h2>Waiting for ads</h2><p>While Netflix waits for subsequent seasons of its hard-hitting series to boost memberships, the next likely push for subscriber growth will be the introduction of its ad-supported tier. The company announced its venture into ads in early 2022, partnering with <b>Microsoft</b> to get the job done. As ad-supported streaming options have grown in popularity, the move is positive for the company and potentially opens up a market of people who previously saw the platform as too expensive. However, the ad initiative will not come into effect until at least early 2023 -- leaving less to boost Q3 2022.</p><p>Additionally, a recent study from Civic Science has shown that ad-supported options are more likely to attract existing Netflix subscribers than new ones. A survey in mid-July showed that 32% of current Netflix members would likely make the switch to a lower-priced ad-supported tier. However, 26% of non-Netflix members said they&#39;d probably subscribe to the ad-supported option. So, while Netflix is hopeful that an ad-supported service will boost subscriber growth, it looks more likely to retain current members. The data suggests that even if the ad-supported tier launched in Q3, it might not garner the subscriber growth investors are hoping for.</p><h2>Can things turn around in Q4?</h2><p>In terms of content, the fourth quarter of 2022 will bring some major releases to Netflix members, including the highly anticipated fifth season of <i>The Crown</i> in November, and subsequent seasons of <i>Emily in Paris</i>, <i>Big Mouth</i>, and <i>You</i> will likely launch before the year&#39;s out. Of course, not every quarter can have a <i>Stranger Things</i>, but Q4 is more likely to draw in big viewing numbers than Q3.</p><p>The future of Netflix will be a waiting game for streaming service stock investors. Third quarter earnings may be disappointing, but that&#39;s not to say Netflix won&#39;t have a successful 2023 with the launch of its ad-supported tier, password-sharing crackdowns, and even an expansion of Netflix Games. So there is still hope for the streaming giant, but it will require patience.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons Why Netflix Could Face Tougher Times Ahead</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reasons Why Netflix Could Face Tougher Times Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/22/2-reasons-why-netflix-could-face-a-tough-q3/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix  announced its loss of 970,000 subscribers in the second quarter of 2022 after projecting a loss of 2 million. The company's hit content was a leading factor in the improvement, but its third ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/22/2-reasons-why-netflix-could-face-a-tough-q3/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/07/22/2-reasons-why-netflix-could-face-a-tough-q3/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253069383","content_text":"Netflix  announced its loss of 970,000 subscribers in the second quarter of 2022 after projecting a loss of 2 million. The company's hit content was a leading factor in the improvement, but its third quarter might not be so lucky -- here's why.A lack of hit contentOn July 19, Netflix co-CEO Reed Hastings discussed the company's positive second-quarter results in an earnings call, attributing much of its improved subscriber losses to its content -- thanking one show in particular. The executive said, \"If there was a single thing, we might say Stranger Things.\" Part 1 of the show's fourth season was released May 27, generating 1.3 billion viewing hours in the first four weeks -- becoming Netflix's biggest season for an English series ever.In addition to the juggernaut Stranger Things, Q2 2022 also saw the finale of the Netflix hit Ozark on April 29, with the release of part 2 of the show's final season. The last seven episodes racked up 78.4 million viewing hours in its first three days, making it the company's most-watched English-language TV series before Stranger Things Season 4 was released a month later.The third quarter had a good start with the release of Stranger Things Season 4 Part 2 on July 1, but there are not many reasons for subscribers to stay beyond that. The next big releases during the month have been the game-adapted series Resident Evil on July 14 and the Ryan Gosling-led film The Gray Man on July 22. Resident Evil has since become one of Netflix's worst-rated shows in history, and while The Gray Man could encourage views, popular shows are what pull in subscribers. Releases such as Uncharted in August and the Marylin Monroe biopic Blonde in September are great additions to Netflix's film library but aren't going to encourage subscriber retention.The best-performing series adding a new season in Q3 2022 is high school comedy-drama Never Have I Ever, with its third season launching on August 12. The show's second season landed in the top 10 of more than 70 countries in July 2021, garnering 132 million viewing hours from July 11 to August 1, 2021. While the show's stats are impressive, the second season garnered just 13.5% of Stranger Things Season 4 Part 1's viewership in the same length of time . Even with Stranger Things, Netflix lost almost a million subscribers in Q2 2022; improvements aren't likely in Q3.Waiting for adsWhile Netflix waits for subsequent seasons of its hard-hitting series to boost memberships, the next likely push for subscriber growth will be the introduction of its ad-supported tier. The company announced its venture into ads in early 2022, partnering with Microsoft to get the job done. As ad-supported streaming options have grown in popularity, the move is positive for the company and potentially opens up a market of people who previously saw the platform as too expensive. However, the ad initiative will not come into effect until at least early 2023 -- leaving less to boost Q3 2022.Additionally, a recent study from Civic Science has shown that ad-supported options are more likely to attract existing Netflix subscribers than new ones. A survey in mid-July showed that 32% of current Netflix members would likely make the switch to a lower-priced ad-supported tier. However, 26% of non-Netflix members said they'd probably subscribe to the ad-supported option. So, while Netflix is hopeful that an ad-supported service will boost subscriber growth, it looks more likely to retain current members. The data suggests that even if the ad-supported tier launched in Q3, it might not garner the subscriber growth investors are hoping for.Can things turn around in Q4?In terms of content, the fourth quarter of 2022 will bring some major releases to Netflix members, including the highly anticipated fifth season of The Crown in November, and subsequent seasons of Emily in Paris, Big Mouth, and You will likely launch before the year's out. Of course, not every quarter can have a Stranger Things, but Q4 is more likely to draw in big viewing numbers than Q3.The future of Netflix will be a waiting game for streaming service stock investors. Third quarter earnings may be disappointing, but that's not to say Netflix won't have a successful 2023 with the launch of its ad-supported tier, password-sharing crackdowns, and even an expansion of Netflix Games. So there is still hope for the streaming giant, but it will require patience.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075934278,"gmtCreate":1658125097294,"gmtModify":1676536109378,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075934278","repostId":"2252429634","repostType":4,"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076703361,"gmtCreate":1657898633553,"gmtModify":1676536079233,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[love you]&nbsp;","listText":"[love you]&nbsp;","text":"[love you]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076703361","repostId":"2251175035","repostType":2,"repost":{"id":"2251175035","pubTimestamp":1657826449,"share":"https://ttm.financial/m/news/2251175035?lang=&edition=fundamental","pubTime":"2022-07-15 03:20","market":"us","language":"en","title":"Disney Cruise Line’s Newest Ship Finally Sets Sail With Fanfare And $5,000 Cocktails","url":"https://stock-news.laohu8.com/highlight/detail?id=2251175035","media":"Forbes","summary":"Disney Cruise Line’s Newest Ship Finally Sets Sail With Fanfare And $5,000 Cocktails","content":"<div>\n<p>Disney Cruise Line’s Newest Ship Finally Sets Sail With Fanfare And $5,000 Cocktails</p>\n\n<a href=\"https://www.forbes.com/sites/megandubois/2022/07/14/disney-cruise-lines-newest-ship-finally-sets-sail-with-fanfare-and-5000-cocktails/\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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 Cruise Line’s Newest Ship Finally Sets Sail With Fanfare And $5,000 Cocktails</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Cruise Line’s Newest Ship Finally Sets Sail With Fanfare And $5,000 Cocktails\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 03:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/megandubois/2022/07/14/disney-cruise-lines-newest-ship-finally-sets-sail-with-fanfare-and-5000-cocktails/><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney Cruise Line’s Newest Ship Finally Sets Sail With Fanfare And $5,000 Cocktails</p>\n\n<a href=\"https://www.forbes.com/sites/megandubois/2022/07/14/disney-cruise-lines-newest-ship-finally-sets-sail-with-fanfare-and-5000-cocktails/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","DIS":"迪士尼","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4108":"电影和娱乐"},"source_url":"https://www.forbes.com/sites/megandubois/2022/07/14/disney-cruise-lines-newest-ship-finally-sets-sail-with-fanfare-and-5000-cocktails/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251175035","content_text":"Disney Cruise Line’s Newest Ship Finally Sets Sail With Fanfare And $5,000 Cocktails","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9069895200,"gmtCreate":1651272873967,"gmtModify":1676534880185,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069895200","repostId":"2231269104","repostType":2,"repost":{"id":"2231269104","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1651272464,"share":"https://ttm.financial/m/news/2231269104?lang=&edition=fundamental","pubTime":"2022-04-30 06:47","market":"us","language":"en","title":"US STOCKS-Wall Street Closes Sharply Lower on Amazon Slump, Inflation Worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2231269104","media":"Reuters","summary":"$Amazon(AMZN)$ tumbles after results and outlook fall shortApple slips after flagging supply problemsMonthly inflation surged by the most since 2005Indexes end: S&P 500 -3.63%, Nasdaq -4.17%, Dow -2.7","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> tumbles after results and outlook fall short</li><li>Apple slips after flagging supply problems</li><li>Monthly inflation surged by the most since 2005</li><li>Indexes end: S&amp;P 500 -3.63%, Nasdaq -4.17%, Dow -2.77%</li></ul><p>(Reuters) - Wall Street slid on Friday to its deepest daily losses since 2020, as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> slumped following a gloomy quarterly report, and as the biggest surge in monthly inflation since 2005 spooked investors already worried about rising interest rates.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> tumbled 14.05% in its steepest one-day drop since 2006, leaving the widely held stock near two-year lows. Late on Thursday, the e-commerce giant delivered a disappointing quarter and outlook, swamped by higher costs.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, the world&#39;s most valuable company, dropped 3.66% after its disappointing outlook overshadowed record quarterly profit and sales.</p><p>All 11 S&amp;P 500 sector indexes fell, led lower by a 5.9% slide in Consumer Discretionary and a 4.9% drop in Real Estate.</p><p>The S&amp;P 500 logged it largest one-day decline since June 2020. The Nasdaq&#39;s decline was its largest since September 2020.</p><p>Downbeat results and worries about aggressive monetary policy tightening by the Federal Reserve have hammered megacap technology and growth stocks this month.</p><p>The Fed is set to meet next week, with traders betting on a 50-basis-point rate hike to combat surging inflation.</p><p>Ahead of the weekend and the Fed meeting next week, &#34;people are clearing the decks. The disappointing guidance from Apple and Amazon and a few other companies set the stage yesterday for today to be weak and it accelerated as we ended out the day,&#34; said Peter Tuz, President of Chase Investment Counsel in Charlottesville, Virginia.</p><p>The Nasdaq has lost about 13% in April, its worst monthly performance since the global financial crisis in 2008.</p><p>The S&amp;P 500 has fallen 13% so far in 2022, its steepest four-month decline to start any year since 1939.</p><p>Adding to fears on Wall Street, data showed the personal consumption expenditures price index - the Fed&#39;s favored measure of inflation - shot up 0.9% in March after climbing 0.5% in February.</p><p>Signs of aggressive monetary policy tightening. Data on Thursday showed the U.S. economy unexpectedly contracted in the first quarter.</p><p>The, S&amp;P 500 declined 3.63% to end the session at 4,131.93 points.</p><p>The Nasdaq declined 4.17% to 12,334.64 points, while Dow Jones Industrial Average declined 2.77% to 32,977.21 points.</p><p>For the week, the S&amp;P 500 lost 3.3%, the Nasdaq shed 3.9% and the Dow declined 2.5%.</p><p>The S&amp;P 500 has gained or lost 2% or more in a day some 33 times so far in 2022, compared to 24 such days in all of 2021.</p><p><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corp</a> slipped 2.24% after it took a $3.4 billion writedown due to its exit from Russia. <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> dropped 3.16% after its first-quarter profit underwhelmed.</p><p>The first-quarter earnings season overall has been better than expected so far. Nearly half of the S&amp;P 500 companies have reported through Thursday and 81% of them have topped Wall Street&#39;s expectations. Typically, only 66% beat estimates, according to Refinitiv data.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.91-to-1 ratio; on Nasdaq, a 2.85-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 47 new lows; the Nasdaq Composite recorded 13 new highs and 385 new lows.</p><p>Volume on U.S. exchanges was 12.4 billion shares, compared with an 11.8 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Closes Sharply Lower on Amazon Slump, Inflation Worries</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Closes Sharply Lower on Amazon Slump, Inflation Worries\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\">2022-04-30 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> tumbles after results and outlook fall short</li><li>Apple slips after flagging supply problems</li><li>Monthly inflation surged by the most since 2005</li><li>Indexes end: S&amp;P 500 -3.63%, Nasdaq -4.17%, Dow -2.77%</li></ul><p>(Reuters) - Wall Street slid on Friday to its deepest daily losses since 2020, as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> slumped following a gloomy quarterly report, and as the biggest surge in monthly inflation since 2005 spooked investors already worried about rising interest rates.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> tumbled 14.05% in its steepest one-day drop since 2006, leaving the widely held stock near two-year lows. Late on Thursday, the e-commerce giant delivered a disappointing quarter and outlook, swamped by higher costs.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, the world&#39;s most valuable company, dropped 3.66% after its disappointing outlook overshadowed record quarterly profit and sales.</p><p>All 11 S&amp;P 500 sector indexes fell, led lower by a 5.9% slide in Consumer Discretionary and a 4.9% drop in Real Estate.</p><p>The S&amp;P 500 logged it largest one-day decline since June 2020. The Nasdaq&#39;s decline was its largest since September 2020.</p><p>Downbeat results and worries about aggressive monetary policy tightening by the Federal Reserve have hammered megacap technology and growth stocks this month.</p><p>The Fed is set to meet next week, with traders betting on a 50-basis-point rate hike to combat surging inflation.</p><p>Ahead of the weekend and the Fed meeting next week, &#34;people are clearing the decks. The disappointing guidance from Apple and Amazon and a few other companies set the stage yesterday for today to be weak and it accelerated as we ended out the day,&#34; said Peter Tuz, President of Chase Investment Counsel in Charlottesville, Virginia.</p><p>The Nasdaq has lost about 13% in April, its worst monthly performance since the global financial crisis in 2008.</p><p>The S&amp;P 500 has fallen 13% so far in 2022, its steepest four-month decline to start any year since 1939.</p><p>Adding to fears on Wall Street, data showed the personal consumption expenditures price index - the Fed&#39;s favored measure of inflation - shot up 0.9% in March after climbing 0.5% in February.</p><p>Signs of aggressive monetary policy tightening. Data on Thursday showed the U.S. economy unexpectedly contracted in the first quarter.</p><p>The, S&amp;P 500 declined 3.63% to end the session at 4,131.93 points.</p><p>The Nasdaq declined 4.17% to 12,334.64 points, while Dow Jones Industrial Average declined 2.77% to 32,977.21 points.</p><p>For the week, the S&amp;P 500 lost 3.3%, the Nasdaq shed 3.9% and the Dow declined 2.5%.</p><p>The S&amp;P 500 has gained or lost 2% or more in a day some 33 times so far in 2022, compared to 24 such days in all of 2021.</p><p><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corp</a> slipped 2.24% after it took a $3.4 billion writedown due to its exit from Russia. <a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> dropped 3.16% after its first-quarter profit underwhelmed.</p><p>The first-quarter earnings season overall has been better than expected so far. Nearly half of the S&amp;P 500 companies have reported through Thursday and 81% of them have topped Wall Street&#39;s expectations. Typically, only 66% beat estimates, according to Refinitiv data.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.91-to-1 ratio; on Nasdaq, a 2.85-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 47 new lows; the Nasdaq Composite recorded 13 new highs and 385 new lows.</p><p>Volume on U.S. exchanges was 12.4 billion shares, compared with an 11.8 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4538":"云计算",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4551":"寇图资本持仓","CVX":"雪佛龙","BK4534":"瑞士信贷持仓","BK4561":"索罗斯持仓","BK4503":"景林资产持仓","BK4527":"明星科技股","BK4535":"淡马锡持仓","BK4122":"互联网与直销零售","AAPL":"苹果","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","XOM":"埃克森美孚","BK4507":"流媒体概念","BK4559":"巴菲特持仓","BK4579":"人工智能","BK4581":"高盛持仓","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2231269104","content_text":"Amazon tumbles after results and outlook fall shortApple slips after flagging supply problemsMonthly inflation surged by the most since 2005Indexes end: S&P 500 -3.63%, Nasdaq -4.17%, Dow -2.77%(Reuters) - Wall Street slid on Friday to its deepest daily losses since 2020, as Amazon slumped following a gloomy quarterly report, and as the biggest surge in monthly inflation since 2005 spooked investors already worried about rising interest rates.Amazon.com Inc tumbled 14.05% in its steepest one-day drop since 2006, leaving the widely held stock near two-year lows. Late on Thursday, the e-commerce giant delivered a disappointing quarter and outlook, swamped by higher costs.Apple Inc, the world's most valuable company, dropped 3.66% after its disappointing outlook overshadowed record quarterly profit and sales.All 11 S&P 500 sector indexes fell, led lower by a 5.9% slide in Consumer Discretionary and a 4.9% drop in Real Estate.The S&P 500 logged it largest one-day decline since June 2020. The Nasdaq's decline was its largest since September 2020.Downbeat results and worries about aggressive monetary policy tightening by the Federal Reserve have hammered megacap technology and growth stocks this month.The Fed is set to meet next week, with traders betting on a 50-basis-point rate hike to combat surging inflation.Ahead of the weekend and the Fed meeting next week, \"people are clearing the decks. The disappointing guidance from Apple and Amazon and a few other companies set the stage yesterday for today to be weak and it accelerated as we ended out the day,\" said Peter Tuz, President of Chase Investment Counsel in Charlottesville, Virginia.The Nasdaq has lost about 13% in April, its worst monthly performance since the global financial crisis in 2008.The S&P 500 has fallen 13% so far in 2022, its steepest four-month decline to start any year since 1939.Adding to fears on Wall Street, data showed the personal consumption expenditures price index - the Fed's favored measure of inflation - shot up 0.9% in March after climbing 0.5% in February.Signs of aggressive monetary policy tightening. Data on Thursday showed the U.S. economy unexpectedly contracted in the first quarter.The, S&P 500 declined 3.63% to end the session at 4,131.93 points.The Nasdaq declined 4.17% to 12,334.64 points, while Dow Jones Industrial Average declined 2.77% to 32,977.21 points.For the week, the S&P 500 lost 3.3%, the Nasdaq shed 3.9% and the Dow declined 2.5%.The S&P 500 has gained or lost 2% or more in a day some 33 times so far in 2022, compared to 24 such days in all of 2021.Exxon Mobil Corp slipped 2.24% after it took a $3.4 billion writedown due to its exit from Russia. Chevron Corp dropped 3.16% after its first-quarter profit underwhelmed.The first-quarter earnings season overall has been better than expected so far. Nearly half of the S&P 500 companies have reported through Thursday and 81% of them have topped Wall Street's expectations. Typically, only 66% beat estimates, according to Refinitiv data.Declining issues outnumbered advancing ones on the NYSE by a 3.91-to-1 ratio; on Nasdaq, a 2.85-to-1 ratio favored decliners.The S&P 500 posted 2 new 52-week highs and 47 new lows; the Nasdaq Composite recorded 13 new highs and 385 new lows.Volume on U.S. exchanges was 12.4 billion shares, compared with an 11.8 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073768407,"gmtCreate":1657418917809,"gmtModify":1676536005000,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Duh]&nbsp;","listText":"[Duh]&nbsp;","text":"[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073768407","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":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029096582,"gmtCreate":1652696720846,"gmtModify":1676535143744,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029096582","repostId":"2235749858","repostType":4,"repost":{"id":"2235749858","pubTimestamp":1652688018,"share":"https://ttm.financial/m/news/2235749858?lang=&edition=fundamental","pubTime":"2022-05-16 16:00","market":"us","language":"en","title":"3 High-Yield Dividend Stocks That Can Turn $300,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2235749858","media":"Motley Fool","summary":"These passive income powerhouses, with yields ranging from 4.4% to 11.9%, can generate some serious wealth for patient investors.","content":"<html><head></head><body><p>There are a lot of ways to make money on Wall Street, but few have proved more fruitful over the long run than buying dividend stocks.</p><p>Back in 2013, J.P. Morgan Asset Management unveiled a report examining the performance of dividend stocks to non-payers over a four-decade time frame (1972-2012). During this period, income stocks averaged an annual return of 9.5%, which meant that investors were doubling their money, on average, every 7.6 years. By comparison, the companies that didn&#39;t pay a dividend clawed their way to a meager average annual return of 1.6%.</p><p>Even if we didn&#39;t know the magnitude of difference between the average annual return of dividend stocks and non-dividend payers, these results aren&#39;t surprising. Businesses that pay a regular dividend are often profitable, time-tested, and can provide transparent long-term outlooks. In other words, they should increase in value over time.</p><p>With market volatility picking up big time, dividend stocks might be the perfect way to position your portfolio for success throughout the remainder of the decade. The following three high-yield stocks (i.e., yields 4% and above) all have the tools and intangibles needed to turn a $300,000 initial investment into $1 million, including dividends paid, by 2030.</p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>: 4.41% yield</h2><p>The first high-yield income stock that can help investors generate a 233% total return in eight years is pharmacy chain <b>Walgreens Boots Alliance</b> . Walgreens is currently paying out a 4.41% yield and has raised its base annual payout in each of the past 46 years.</p><p>Generally, healthcare stocks are a relatively safe investment no matter how well or poorly the U.S. economy is performing. Since we have no control over when we get sick or what ailment(s) we develop, there&#39;s a steady demand for prescription drugs, medical devices, and healthcare services.</p><p>However, Walgreens and its pharmacy peers found out the hard way that there are exceptions to the rule. Since pharmacies rely heavily on foot traffic, they were adversely affected by the COVID-19 pandemic. Walgreens saw weakness in its front-end retail sales, as well as its clinic revenue. But the good news is that this temporary weakness is allowing investors to buy a highly profitable company on the cheap.</p><p>Walgreens Boots Alliance is in the midst of executing a multipoint turnaround plan that&#39;s geared at boosting its operating margins, lifting organic growth, and promoting repeat visits and engagement. To improve operating margins, the company is trimming the fat, so to speak. When its fiscal 2021 year ended Aug. 31, 2021, Walgreens announced it had reduced its annual operating expenses by north of $2 billion a full year ahead of schedule.</p><p>Yet, while the company is cutting costs, it&#39;s also emphasizing digitization initiatives designed to promote convenience. Even though Walgreens&#39; brick-and-mortar locations will continue to generate the bulk of its revenue, encouraging consumers to purchase online should provide a nice sales boost.</p><p>There&#39;s also Walgreens&#39; partnership with and majority investment in VillageMD. The duo have opened over 100 co-located clinics thus far, with a goal of reaching 1,000 clinics in more than 30 U.S. markets by 2027.  The differentiating factor with these clinics is that they&#39;re physician-staffed. Being able to handle more than just a sniffle should encourage repeat visits and bolster consumer engagement with the Walgreens brand.</p><h2>Antero Midstream: 9.16% yield</h2><p>A second high-yield dividend stock with the ability to turn $300,000 into a cool $1 million by 2030 is energy middleman <b>Antero Midstream</b>. Antero is yielding 9.16% at the time of this writing, which means its passive income alone, when reinvested, can double your money by 2030.</p><p>For some folks, the thought of putting their money to work in oil and gas stocks is enough to make them cringe. Let&#39;s not forget that crude oil demand fell off a cliff 25 months ago during the initial stage of the pandemic. Ultimately, oil futures briefly traded as low as negative $40 a barrel.</p><p>As you can imagine, companies involved in oil and natural gas drilling were clobbered by this historic demand drawdown. However, midstream companies like Antero were in far better shape. Midstream businesses operate the infrastructure that helps move, transport, and sometimes refine, oil, natural gas, and natural gas liquids. In Antero Midstream&#39;s case, it provides gathering, compression, processing, and water delivery for parent company <b>Antero Resources</b>. The latter is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest producers of natural gas in the United States.</p><p>There are three factors that make Antero such a rock-solid investment over the next eight years. First, there&#39;s the structuring of Antero Midstream&#39;s contracts with its parent company. Midstream providers typically rely on volume-based or fixed-fee contracts to ensure a highly predictable level of operating cash flow each year. This means that even if the price of natural gas whipsaws, Antero Midstream will have clarity on its annual operating cash flow.</p><p>Secondly, Antero Resources is stepping up drilling on Antero Midstream&#39;s acreage. Although the latter did reduce its quarterly distribution by 27% in 2021 (again, still yielding 9.16%), this move was made so additional capital can be allocated for future infrastructure projects. Management expects $400 million in added incremental free cash flow by the midpoint of the decade.</p><p>And third, a big rebound in the price of natural gas, coupled with Antero Resources desire to boost production, has allowed Antero Midstream to improve its balance sheet. After ending 2020 with a leverage ratio of 3.1, the company anticipates this leverage ratio dipping below 1 by the end of the year.</p><h2><a href=\"https://laohu8.com/S/AGNCO\">AGNC Investment Corp.</a>: 11.86% yield</h2><p>The third and final high-yield income stock that can allow patient investors to turn $300,000 into $1 million by 2030 is mortgage real estate investment trust (REIT) <b><a href=\"https://laohu8.com/S/AGNCM\">AGNC Investment Corp</a>.</b>. AGNC has averaged a double-digit yield in 12 of the past 13 years. Reinvesting these payouts at an 11.86% yield would net more than a 150% return from the initial investment by the end of 2030.</p><p>Although the securities AGNC buys can be a bit complicated, the company&#39;s operating model is pretty easy to understand. Mortgage REITs are typically looking to borrow money at low short-term rates, then use this capital to acquire higher-yielding long-term assets, such as a mortgage-backed securities (MBS). The bigger the difference (known as net interest margin) between the average yield on owned assets minus the average borrowing rate, often the more profitable the mortgage REIT.</p><p>Over the past couple of months, things couldn&#39;t have gone any worse for mortgage REITs. Historically high inflation has encouraged the Fed to get aggressive with interest rates, which means short-term borrowing costs are rising. At the same time, the interest rate yield curve flattened. The yield curve describes the difference between short-and-long-term U.S. Treasury bond yields. When the yield curve flattens, net interest margin and book values for mortgage REITs usually decline.</p><p>However, when things look their bleakest is historically when it&#39;s the best time to buy into the mortgage REIT industry. For instance, even though rising interest rates are weighing on the industry in the short-term, higher rates should also increase the yields on the MBSs that AGNC is purchasing. Over time, this is a recipe for net interest margin expansion.</p><p>Another really important piece of the puzzle is the makeup of AGNC&#39;s investment portfolio. The company ended March with a $68.6 billion investment portfolio, 97.5% of which were agency assets.  An &#34;agency&#34; security is backed by the federal government in the event of default. While investing in these safe securities does lower the yield AGNC receives on the MBSs it buys, it also allows the company to deploy leverage in order to increase its profits.</p><p>Over the next eight years, there&#39;s a good chance AGNC&#39;s book value will increase and its share price will follow. When coupled with its mammoth monthly dividend, there exists a recipe for substantial wealth creation.</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 High-Yield Dividend Stocks That Can Turn $300,000 Into $1 Million by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High-Yield Dividend Stocks That Can Turn $300,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/15/3-high-yield-dividend-stocks-300000-into-1-million/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are a lot of ways to make money on Wall Street, but few have proved more fruitful over the long run than buying dividend stocks.Back in 2013, J.P. Morgan Asset Management unveiled a report ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/15/3-high-yield-dividend-stocks-300000-into-1-million/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBA":"沃尔格林联合博姿","AGNCO":"AGNC Investment Corp.","AM":"Antero Midstream Corporation"},"source_url":"https://www.fool.com/investing/2022/05/15/3-high-yield-dividend-stocks-300000-into-1-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235749858","content_text":"There are a lot of ways to make money on Wall Street, but few have proved more fruitful over the long run than buying dividend stocks.Back in 2013, J.P. Morgan Asset Management unveiled a report examining the performance of dividend stocks to non-payers over a four-decade time frame (1972-2012). During this period, income stocks averaged an annual return of 9.5%, which meant that investors were doubling their money, on average, every 7.6 years. By comparison, the companies that didn't pay a dividend clawed their way to a meager average annual return of 1.6%.Even if we didn't know the magnitude of difference between the average annual return of dividend stocks and non-dividend payers, these results aren't surprising. Businesses that pay a regular dividend are often profitable, time-tested, and can provide transparent long-term outlooks. In other words, they should increase in value over time.With market volatility picking up big time, dividend stocks might be the perfect way to position your portfolio for success throughout the remainder of the decade. The following three high-yield stocks (i.e., yields 4% and above) all have the tools and intangibles needed to turn a $300,000 initial investment into $1 million, including dividends paid, by 2030.Walgreens Boots Alliance: 4.41% yieldThe first high-yield income stock that can help investors generate a 233% total return in eight years is pharmacy chain Walgreens Boots Alliance . Walgreens is currently paying out a 4.41% yield and has raised its base annual payout in each of the past 46 years.Generally, healthcare stocks are a relatively safe investment no matter how well or poorly the U.S. economy is performing. Since we have no control over when we get sick or what ailment(s) we develop, there's a steady demand for prescription drugs, medical devices, and healthcare services.However, Walgreens and its pharmacy peers found out the hard way that there are exceptions to the rule. Since pharmacies rely heavily on foot traffic, they were adversely affected by the COVID-19 pandemic. Walgreens saw weakness in its front-end retail sales, as well as its clinic revenue. But the good news is that this temporary weakness is allowing investors to buy a highly profitable company on the cheap.Walgreens Boots Alliance is in the midst of executing a multipoint turnaround plan that's geared at boosting its operating margins, lifting organic growth, and promoting repeat visits and engagement. To improve operating margins, the company is trimming the fat, so to speak. When its fiscal 2021 year ended Aug. 31, 2021, Walgreens announced it had reduced its annual operating expenses by north of $2 billion a full year ahead of schedule.Yet, while the company is cutting costs, it's also emphasizing digitization initiatives designed to promote convenience. Even though Walgreens' brick-and-mortar locations will continue to generate the bulk of its revenue, encouraging consumers to purchase online should provide a nice sales boost.There's also Walgreens' partnership with and majority investment in VillageMD. The duo have opened over 100 co-located clinics thus far, with a goal of reaching 1,000 clinics in more than 30 U.S. markets by 2027.  The differentiating factor with these clinics is that they're physician-staffed. Being able to handle more than just a sniffle should encourage repeat visits and bolster consumer engagement with the Walgreens brand.Antero Midstream: 9.16% yieldA second high-yield dividend stock with the ability to turn $300,000 into a cool $1 million by 2030 is energy middleman Antero Midstream. Antero is yielding 9.16% at the time of this writing, which means its passive income alone, when reinvested, can double your money by 2030.For some folks, the thought of putting their money to work in oil and gas stocks is enough to make them cringe. Let's not forget that crude oil demand fell off a cliff 25 months ago during the initial stage of the pandemic. Ultimately, oil futures briefly traded as low as negative $40 a barrel.As you can imagine, companies involved in oil and natural gas drilling were clobbered by this historic demand drawdown. However, midstream companies like Antero were in far better shape. Midstream businesses operate the infrastructure that helps move, transport, and sometimes refine, oil, natural gas, and natural gas liquids. In Antero Midstream's case, it provides gathering, compression, processing, and water delivery for parent company Antero Resources. The latter is one of the largest producers of natural gas in the United States.There are three factors that make Antero such a rock-solid investment over the next eight years. First, there's the structuring of Antero Midstream's contracts with its parent company. Midstream providers typically rely on volume-based or fixed-fee contracts to ensure a highly predictable level of operating cash flow each year. This means that even if the price of natural gas whipsaws, Antero Midstream will have clarity on its annual operating cash flow.Secondly, Antero Resources is stepping up drilling on Antero Midstream's acreage. Although the latter did reduce its quarterly distribution by 27% in 2021 (again, still yielding 9.16%), this move was made so additional capital can be allocated for future infrastructure projects. Management expects $400 million in added incremental free cash flow by the midpoint of the decade.And third, a big rebound in the price of natural gas, coupled with Antero Resources desire to boost production, has allowed Antero Midstream to improve its balance sheet. After ending 2020 with a leverage ratio of 3.1, the company anticipates this leverage ratio dipping below 1 by the end of the year.AGNC Investment Corp.: 11.86% yieldThe third and final high-yield income stock that can allow patient investors to turn $300,000 into $1 million by 2030 is mortgage real estate investment trust (REIT) AGNC Investment Corp.. AGNC has averaged a double-digit yield in 12 of the past 13 years. Reinvesting these payouts at an 11.86% yield would net more than a 150% return from the initial investment by the end of 2030.Although the securities AGNC buys can be a bit complicated, the company's operating model is pretty easy to understand. Mortgage REITs are typically looking to borrow money at low short-term rates, then use this capital to acquire higher-yielding long-term assets, such as a mortgage-backed securities (MBS). The bigger the difference (known as net interest margin) between the average yield on owned assets minus the average borrowing rate, often the more profitable the mortgage REIT.Over the past couple of months, things couldn't have gone any worse for mortgage REITs. Historically high inflation has encouraged the Fed to get aggressive with interest rates, which means short-term borrowing costs are rising. At the same time, the interest rate yield curve flattened. The yield curve describes the difference between short-and-long-term U.S. Treasury bond yields. When the yield curve flattens, net interest margin and book values for mortgage REITs usually decline.However, when things look their bleakest is historically when it's the best time to buy into the mortgage REIT industry. For instance, even though rising interest rates are weighing on the industry in the short-term, higher rates should also increase the yields on the MBSs that AGNC is purchasing. Over time, this is a recipe for net interest margin expansion.Another really important piece of the puzzle is the makeup of AGNC's investment portfolio. The company ended March with a $68.6 billion investment portfolio, 97.5% of which were agency assets.  An \"agency\" security is backed by the federal government in the event of default. While investing in these safe securities does lower the yield AGNC receives on the MBSs it buys, it also allows the company to deploy leverage in order to increase its profits.Over the next eight years, there's a good chance AGNC's book value will increase and its share price will follow. When coupled with its mammoth monthly dividend, there exists a recipe for substantial wealth creation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909922583,"gmtCreate":1658799937742,"gmtModify":1676536209762,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909922583","repostId":"1157069231","repostType":4,"repost":{"id":"1157069231","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":1658799009,"share":"https://ttm.financial/m/news/1157069231?lang=&edition=fundamental","pubTime":"2022-07-26 09:30","market":"us","language":"en","title":"Meta Platforms Q2 Earnings Expected to Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1157069231","media":"Tiger Newspress","summary":"Meta Platforms is slated to report its second-quarter 2022 results after market close on Wednesday, ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> is slated to report its second-quarter 2022 results after market close on Wednesday, July 27th.</p><p>A consensus of analysts estimates the company will earn $2.56 per share on $29.01B in revenue.</p><h3>Previous Quarter Review</h3><p>Meta&#39;s profit soundly beat Wall Street targets at $2.72 per share for the first quarter, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.</p><p>Facebook daily active users were 1.96 billion, slightly higher than the estimate of 1.95 billion. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.</p><p>Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts&#39; estimates of $28.20 billion.</p><h3>Meta&#39;s Q2 Earnings Expected to Decline YoY</h3><p>The market expects <a href=\"https://laohu8.com/S/META\">Meta Platforms </a> to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2022. The company has mentioned that Q2 sales projections were on the lower side ($28b to $30b), which would represent a YoY decline for the very first time in Meta&#39;s history.</p><p>This widely-known consensus outlook is important in assessing the company&#39;s earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.</p><h3>Slowing Growth in Ad Revenue</h3><p>Meta&#39;s ability to generate sales through advertising on its platforms has cemented the company as one of the largest tech powerhouses in the world today. However, many questions are being asked about the slowing growth in such metrics.</p><p>While we see the clear exponential growth in the earlier years, we&#39;re also starting to see slowing growth in ad revenue and total sales in the later years. This is largely due to slowing user growth which may have arisen due to intense competition in the industry, or other possible concerns. The fall-off in growth has raised many eyebrows, with analysts downgrading the stock as it no longer seems to be a good value play in the long term.</p><p>Besides, the intensifying geopolitical situations, such as the Ukraine war and the raging inflationary environment also impacted Meta&#39;s advertising business. These challenges might explain the recent weak revenue growth rate of 7% year over year in the first quarter of 2022.</p><p>Considering the previous user growth rates that Meta was at, this social media company is bound to see a fall-off - and it&#39;s not just the fact that there are competitors gaining market share, but also because there&#39;s an absolute limit to how far we can go in terms of user growth, because they&#39;re only that many people (with internet access) in the world. Meta has grown to a point where it has almost 2 billion daily users on the Facebook platform.</p><p>For some reference, there is an estimated total of 5 billion people in the world who use the internet today, which means that 40% of the internet-using global population are on Facebook every day. As such, the company or its platforms are not &#34;dead&#34; by any means, and to say that slowing user growth means that investing in Meta is a bad decision is rather myopic. Another important metric we could consider is the average revenue per user (ARPU), which can definitely be maximized to get the company&#39;s revenue back on track.</p><p>We see that the ARPU is still on a steady rise. In other words, the company is earning more from each user, though we may be seeing slowing growth in total sales due to a decline in users. With appropriate steps taken in the direction of research and innovation, Meta could stay on track and gain more in sales despite the slowing user growth. However, whether Meta can do this is a question that remains unanswered. We&#39;ll go deeper into this as we progress through the article.</p><h3>Uncertainty From Strategic Decision on the Metaverse</h3><p>Another concern for investors is Meta&#39;s strategic decision to bet the ship on the metaverse. In theory, the shift makes perfect sense. After all, there seems to be no limit to the potential of the metaverse, which, if successful, will create a whole new income stream for the company. Management is betting heavily on this young venture, investing more than $10 billion alone in 2021.</p><p>But make no mistake: Meta&#39;s bet on the metaverse remains a moonshot. Nobody knows how this industry will evolve or the company&#39;s role in this new industry. Moreover, while Meta can afford to spend heavily -- thanks to the profitability of its advertising business -- it is far from certain that these investments will create value for shareholders in the long run. Worse, this new venture could take too much of management&#39;s attention, causing them to neglect the existing golden goose.</p><p>One of the biggest talking points about Meta is its huge investment in the metaverse. For those of you who don&#39;t exactly know what the metaverse is, it is a network of 3D virtual worlds focused on social connection&#34;.</p><p>So, how does Meta plan to be involved? Meta has invested a massive $10b into the metaverse, and it turns out that Mark Zuckerberg has an entire line of projects planned out as he believes that it will be a huge part of our lives in the future.</p><p>Horizon Worlds is Meta&#39;s virtual reality (VR) social platform, and it functions as a virtual world where users are able to carry out daily activities such as interacting with people, attending meetings, commerce etc. with the help of the Quest VR headset. Meta intends to continue improving the platform by introducing more features and regulating inappropriate actions so that Horizon Worlds eventually becomes a safe space detached from reality where people are able to do things seamlessly in an interactive and customizable virtual world. In February 2022 this year, the platform hit 300000 users, which is a tenfold increase compared to the same number three months prior to that. In addition, Meta plans to release this platform for mobile phone users.</p><h3>Analyst Opinions</h3><p>A consensus of analysts expects <a href=\"https://laohu8.com/S/META\">Meta</a> to earn $2.56 per share on $29.01B in revenue for the second quarter.</p><p>According to Zacks Consensus Estimate, This social media company is expected to post quarterly earnings of $2.51 per share in its upcoming report, which represents a year-over-year change of -30.5%.</p><p>Revenues are expected to be $28.92 billion, down 0.6% from the year-ago quarter.</p><p>Credit Suisse analyst Stephen Ju maintained <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> with an Outperform rating and cut the price target from $273 to $245.</p><p>His checks indicate an in-line Q2, with growth expectations for the second half of 2022 moving lower on the macro backdrop, with flattish quarter-over-quarter budget growth from Q2 to Q3.</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>Meta Platforms Q2 Earnings Expected to Decline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms Q2 Earnings Expected to Decline\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\">2022-07-26 09:30</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/META\">Meta Platforms</a> is slated to report its second-quarter 2022 results after market close on Wednesday, July 27th.</p><p>A consensus of analysts estimates the company will earn $2.56 per share on $29.01B in revenue.</p><h3>Previous Quarter Review</h3><p>Meta&#39;s profit soundly beat Wall Street targets at $2.72 per share for the first quarter, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.</p><p>Facebook daily active users were 1.96 billion, slightly higher than the estimate of 1.95 billion. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.</p><p>Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts&#39; estimates of $28.20 billion.</p><h3>Meta&#39;s Q2 Earnings Expected to Decline YoY</h3><p>The market expects <a href=\"https://laohu8.com/S/META\">Meta Platforms </a> to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2022. The company has mentioned that Q2 sales projections were on the lower side ($28b to $30b), which would represent a YoY decline for the very first time in Meta&#39;s history.</p><p>This widely-known consensus outlook is important in assessing the company&#39;s earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.</p><h3>Slowing Growth in Ad Revenue</h3><p>Meta&#39;s ability to generate sales through advertising on its platforms has cemented the company as one of the largest tech powerhouses in the world today. However, many questions are being asked about the slowing growth in such metrics.</p><p>While we see the clear exponential growth in the earlier years, we&#39;re also starting to see slowing growth in ad revenue and total sales in the later years. This is largely due to slowing user growth which may have arisen due to intense competition in the industry, or other possible concerns. The fall-off in growth has raised many eyebrows, with analysts downgrading the stock as it no longer seems to be a good value play in the long term.</p><p>Besides, the intensifying geopolitical situations, such as the Ukraine war and the raging inflationary environment also impacted Meta&#39;s advertising business. These challenges might explain the recent weak revenue growth rate of 7% year over year in the first quarter of 2022.</p><p>Considering the previous user growth rates that Meta was at, this social media company is bound to see a fall-off - and it&#39;s not just the fact that there are competitors gaining market share, but also because there&#39;s an absolute limit to how far we can go in terms of user growth, because they&#39;re only that many people (with internet access) in the world. Meta has grown to a point where it has almost 2 billion daily users on the Facebook platform.</p><p>For some reference, there is an estimated total of 5 billion people in the world who use the internet today, which means that 40% of the internet-using global population are on Facebook every day. As such, the company or its platforms are not &#34;dead&#34; by any means, and to say that slowing user growth means that investing in Meta is a bad decision is rather myopic. Another important metric we could consider is the average revenue per user (ARPU), which can definitely be maximized to get the company&#39;s revenue back on track.</p><p>We see that the ARPU is still on a steady rise. In other words, the company is earning more from each user, though we may be seeing slowing growth in total sales due to a decline in users. With appropriate steps taken in the direction of research and innovation, Meta could stay on track and gain more in sales despite the slowing user growth. However, whether Meta can do this is a question that remains unanswered. We&#39;ll go deeper into this as we progress through the article.</p><h3>Uncertainty From Strategic Decision on the Metaverse</h3><p>Another concern for investors is Meta&#39;s strategic decision to bet the ship on the metaverse. In theory, the shift makes perfect sense. After all, there seems to be no limit to the potential of the metaverse, which, if successful, will create a whole new income stream for the company. Management is betting heavily on this young venture, investing more than $10 billion alone in 2021.</p><p>But make no mistake: Meta&#39;s bet on the metaverse remains a moonshot. Nobody knows how this industry will evolve or the company&#39;s role in this new industry. Moreover, while Meta can afford to spend heavily -- thanks to the profitability of its advertising business -- it is far from certain that these investments will create value for shareholders in the long run. Worse, this new venture could take too much of management&#39;s attention, causing them to neglect the existing golden goose.</p><p>One of the biggest talking points about Meta is its huge investment in the metaverse. For those of you who don&#39;t exactly know what the metaverse is, it is a network of 3D virtual worlds focused on social connection&#34;.</p><p>So, how does Meta plan to be involved? Meta has invested a massive $10b into the metaverse, and it turns out that Mark Zuckerberg has an entire line of projects planned out as he believes that it will be a huge part of our lives in the future.</p><p>Horizon Worlds is Meta&#39;s virtual reality (VR) social platform, and it functions as a virtual world where users are able to carry out daily activities such as interacting with people, attending meetings, commerce etc. with the help of the Quest VR headset. Meta intends to continue improving the platform by introducing more features and regulating inappropriate actions so that Horizon Worlds eventually becomes a safe space detached from reality where people are able to do things seamlessly in an interactive and customizable virtual world. In February 2022 this year, the platform hit 300000 users, which is a tenfold increase compared to the same number three months prior to that. In addition, Meta plans to release this platform for mobile phone users.</p><h3>Analyst Opinions</h3><p>A consensus of analysts expects <a href=\"https://laohu8.com/S/META\">Meta</a> to earn $2.56 per share on $29.01B in revenue for the second quarter.</p><p>According to Zacks Consensus Estimate, This social media company is expected to post quarterly earnings of $2.51 per share in its upcoming report, which represents a year-over-year change of -30.5%.</p><p>Revenues are expected to be $28.92 billion, down 0.6% from the year-ago quarter.</p><p>Credit Suisse analyst Stephen Ju maintained <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> with an Outperform rating and cut the price target from $273 to $245.</p><p>His checks indicate an in-line Q2, with growth expectations for the second half of 2022 moving lower on the macro backdrop, with flattish quarter-over-quarter budget growth from Q2 to Q3.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157069231","content_text":"Meta Platforms is slated to report its second-quarter 2022 results after market close on Wednesday, July 27th.A consensus of analysts estimates the company will earn $2.56 per share on $29.01B in revenue.Previous Quarter ReviewMeta's profit soundly beat Wall Street targets at $2.72 per share for the first quarter, compared with an average analyst estimate of $2.56, according to IBES data from Refinitiv. The earning beats were tempered by Meta recording its slowest revenue growth in a decade.Facebook daily active users were 1.96 billion, slightly higher than the estimate of 1.95 billion. Monthly active users came in at 2.94 billion, missing Wall Street estimates by 30 million.Total revenue, the bulk of which comes from ad sales, rose 7% to $27.91 billion in the first quarter, but missed analysts' estimates of $28.20 billion.Meta's Q2 Earnings Expected to Decline YoYThe market expects Meta Platforms  to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2022. The company has mentioned that Q2 sales projections were on the lower side ($28b to $30b), which would represent a YoY decline for the very first time in Meta's history.This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.Slowing Growth in Ad RevenueMeta's ability to generate sales through advertising on its platforms has cemented the company as one of the largest tech powerhouses in the world today. However, many questions are being asked about the slowing growth in such metrics.While we see the clear exponential growth in the earlier years, we're also starting to see slowing growth in ad revenue and total sales in the later years. This is largely due to slowing user growth which may have arisen due to intense competition in the industry, or other possible concerns. The fall-off in growth has raised many eyebrows, with analysts downgrading the stock as it no longer seems to be a good value play in the long term.Besides, the intensifying geopolitical situations, such as the Ukraine war and the raging inflationary environment also impacted Meta's advertising business. These challenges might explain the recent weak revenue growth rate of 7% year over year in the first quarter of 2022.Considering the previous user growth rates that Meta was at, this social media company is bound to see a fall-off - and it's not just the fact that there are competitors gaining market share, but also because there's an absolute limit to how far we can go in terms of user growth, because they're only that many people (with internet access) in the world. Meta has grown to a point where it has almost 2 billion daily users on the Facebook platform.For some reference, there is an estimated total of 5 billion people in the world who use the internet today, which means that 40% of the internet-using global population are on Facebook every day. As such, the company or its platforms are not \"dead\" by any means, and to say that slowing user growth means that investing in Meta is a bad decision is rather myopic. Another important metric we could consider is the average revenue per user (ARPU), which can definitely be maximized to get the company's revenue back on track.We see that the ARPU is still on a steady rise. In other words, the company is earning more from each user, though we may be seeing slowing growth in total sales due to a decline in users. With appropriate steps taken in the direction of research and innovation, Meta could stay on track and gain more in sales despite the slowing user growth. However, whether Meta can do this is a question that remains unanswered. We'll go deeper into this as we progress through the article.Uncertainty From Strategic Decision on the MetaverseAnother concern for investors is Meta's strategic decision to bet the ship on the metaverse. In theory, the shift makes perfect sense. After all, there seems to be no limit to the potential of the metaverse, which, if successful, will create a whole new income stream for the company. Management is betting heavily on this young venture, investing more than $10 billion alone in 2021.But make no mistake: Meta's bet on the metaverse remains a moonshot. Nobody knows how this industry will evolve or the company's role in this new industry. Moreover, while Meta can afford to spend heavily -- thanks to the profitability of its advertising business -- it is far from certain that these investments will create value for shareholders in the long run. Worse, this new venture could take too much of management's attention, causing them to neglect the existing golden goose.One of the biggest talking points about Meta is its huge investment in the metaverse. For those of you who don't exactly know what the metaverse is, it is a network of 3D virtual worlds focused on social connection\".So, how does Meta plan to be involved? Meta has invested a massive $10b into the metaverse, and it turns out that Mark Zuckerberg has an entire line of projects planned out as he believes that it will be a huge part of our lives in the future.Horizon Worlds is Meta's virtual reality (VR) social platform, and it functions as a virtual world where users are able to carry out daily activities such as interacting with people, attending meetings, commerce etc. with the help of the Quest VR headset. Meta intends to continue improving the platform by introducing more features and regulating inappropriate actions so that Horizon Worlds eventually becomes a safe space detached from reality where people are able to do things seamlessly in an interactive and customizable virtual world. In February 2022 this year, the platform hit 300000 users, which is a tenfold increase compared to the same number three months prior to that. In addition, Meta plans to release this platform for mobile phone users.Analyst OpinionsA consensus of analysts expects Meta to earn $2.56 per share on $29.01B in revenue for the second quarter.According to Zacks Consensus Estimate, This social media company is expected to post quarterly earnings of $2.51 per share in its upcoming report, which represents a year-over-year change of -30.5%.Revenues are expected to be $28.92 billion, down 0.6% from the year-ago quarter.Credit Suisse analyst Stephen Ju maintained Meta Platforms with an Outperform rating and cut the price target from $273 to $245.His checks indicate an in-line Q2, with growth expectations for the second half of 2022 moving lower on the macro backdrop, with flattish quarter-over-quarter budget growth from Q2 to Q3.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024356297,"gmtCreate":1653804337819,"gmtModify":1676535344817,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[lovely]&nbsp;","listText":"[lovely]&nbsp;","text":"[lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024356297","repostId":"1150561243","repostType":4,"repost":{"id":"1150561243","pubTimestamp":1653782159,"share":"https://ttm.financial/m/news/1150561243?lang=&edition=fundamental","pubTime":"2022-05-29 07:55","market":"us","language":"en","title":"7 Growth Stocks to Buy Before They Make a Big Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=1150561243","media":"InvestorPlace","summary":"Although growth stocks have faced significant setbacks, these seven robust shares should rebound in ","content":"<html><head></head><body><p>Although growth stocks have faced significant setbacks, these seven robust shares should rebound in the coming months.</p><ul><li><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>: Investors are looking forward to the stock split on July 15.</li><li><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>: Given its robust balance sheet and revenue generations, AMAT stock has the potential for a strong comeback.</li><li><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a>: A new investment venture could provide long-term revenue growth and technological innovation</li><li><a href=\"https://laohu8.com/S/FTXL\">First Trust Nasdaq Semiconductor ETF</a>: The fund invests in leading semiconductor companies that will continue play a prominent role in technological developments.</li><li><a href=\"https://laohu8.com/S/SPGP\">Invesco S&amp;P 500 GARP ETF</a>: This ETF invests in equities that have been identified as high growth with attractive valuation levels.</li><li><a href=\"https://laohu8.com/S/LULU\">Lululemon</a>: The apparel retailer’s newly outlined 5-year growth plan intends to double revenue by 2026.</li><li><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>: Recently announced software development platform could provide a new source of revenue from a rapidly growing industry.</li></ul><p>Growth stocks faced significant challenges in the second quarter of 2022. Investors have hit the ‘sell’ button as profits could face serious headwinds while the Federal Reserve increases rates.</p><p>Effects ofinterest rate hikeson the marketsare further compounded by ever-rising inflation and signs of a looming recession.As a result,theS&amp;P 500 Growth Indexhas fallenmore than 28% since the beginning of the year.Moreover, the <b>Vanguard S&amp;P 500 Growth ETF</b> (<b>VOOG</b>) has dropped27.8% over the same period.</p><p>It is also possible to compare theS&amp;P 500 Growth IndexandS&amp;P 500 Indexindices over various time spans. Then, we note that volatility of returns in growth shares is higher as growth stocks typically have betas (β) of well over 1.</p><p>Most of our readers would know that beta shows stock’s volatility relative to the broader market, such as the S&amp;P 500 Index whose beta is accepted as 1. For instance if a stock’s beta is 1.30, it is assumed to be 30% more volatile the S&amp;P 500.</p><p>Although current declines in share prices aresignificant in percentage terms, these headwinds are likely transitory. History shows us that bear markets come to an end and robust shares end up making new highs. When a new bull leg begins, growth stocks could potentially outperform theoverallmarket.</p><p>With that information, here are the seven best growth stocks to buy in June:</p><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> (GOOGL, GOOG)<img src=\"https://static.tigerbbs.com/9f5f5c46c1809eb2738f15e11711ea07\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: IgorGolovniov / Shutterstock.com</p><p><b>52-week range:</b>$2,109.76 – $2,174.98</p><p>Our first growth stock is the cloud services giant <b>Alphabet</b>, the parent company of Google and YouTube.  Alphabet has numerous subsidiaries in different sectors.</p><p>The tech giant announced first-quarter results on April 26. Revenue was $68.01 billion, up 23% year-over-year (YOY) growth. Diluted earnings per share (EPS) was $24.62. Free cash flow (FCF) for the period resulted in $15.32 billion.</p><p>Management expressed its intention to keep investing in growth opportunities worldwide.The board also approved to re-purchase $70 billion of stock.</p><p>Now, many investors look forward to the upcoming 20-for-1 stock split that should take place on July 15. If today’s price holds, GOOGL should at the time trade around $100.</p><p>Like many of its peers, GOOGL stock has been caught in the tech swoon and is down by 25% year-to-date (YTD). It recently hit a 52-week low.</p><p>The stock is trading at 19.3 times forward earnings and 5.45 times sales. For now, the 12 month priceforecaststands at $3,200. However, after July 15, the price will change to reflect the stock split.</p><p><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a><img src=\"https://static.tigerbbs.com/459356abc4bf8a4158403f81d8e608b7\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: michelmond / Shutterstock.com</p><p><b>52-week range:</b>$101.33 – $167.06</p><p><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a> is known for its tools used in chip manufacturing. Like many other semiconductor names, it has been benefiting from recent technological developments and digitalization efforts worldwide.</p><p>AMAT releasedQ2results on May 19. Revenue was $6.25 billion, up 12% YOY. Adjusted EPS was $1.85, up 13%. Cash from operations stood at $2.66 billion of cash, while $2.02 billion was returned to shareholders through stock repurchase and dividends.</p><p>Management highlighted that Applied Materials has been able to deliver results despite significant supply chain challenges. In addition, the manufacturer is likely to benefit from increased spending in wafer fab equipment.</p><p>However, AMAT shares have lost over a third of their value this year and just hit a 52-week low. Meanwhile, the current price supports a dividend yield of 0.92%.</p><p>This stock is changing hands at 13.12 time forward earnings and 4.02 times sales. Finally, the 12 month priceforecastfor AMAT is $140.</p><p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a><img src=\"https://static.tigerbbs.com/d4cab18b0d8457c8bbf961104a80ab55\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Northfoto / Shutterstock.com</p><p><b>52-week range:</b>$1,230.91 – $1,958.55</p><p>Our next stock pick for today is the restaurant chain <b>Chipotle Mexican Grill</b>(NYSE:CMG). The popular Tex-Mex chain has around 3,000 restaurants stateside.</p><p>In late April, Chipotle reportedQ1metrics. Revenue increased 16% YOY to $2 billion. Adjusted diluted EPS came in at $5.70, up from $5.36 in the previous year. Cash and equivalents stood at $646.7 million.</p><p>Management recentlyannouncedthe formation ofCultivate Next, a venture fund for investing in companies that strategically align with Chipotle’s mission. Investments in innovations can possibly lead to reduced costs and improved efficiency in Chipotle’s own restaurants.</p><p>CMG stock has lost almost 23% YTD and is flirting with 52-week lows. Shares are trading at39.53times forward earnings and4.7times sales. The12-month medianpriceforecast isat$1900.</p><p><a href=\"https://laohu8.com/S/FTXL\">First Trust Nasdaq Semiconductor ETF</a><img src=\"https://static.tigerbbs.com/56447832a6e96e7551c0a82dbfed7b34\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: shutterstock.com/bangoland</p><p><b>52-week range:</b> $56.80 – $83.10</p><p><b>Expense ratio:</b> 0.60% per year</p><p>Our next discussion centers around an exchange-traded fund (ETF), namely the <a href=\"https://laohu8.com/S/FTXL\">First Trust Nasdaq Semiconductor ETF</a>, which provides exposure to U.S. chip stocks.The fund started trading in September 2016.</p><p>FTXL tracks the Nasdaq US Smart Semiconductor Index and currently has 30 holdings. With regards to sub-sectors, we see Semiconductors (78.78%) and Production Technology Equipment (21.22%).</p><p>Meanwhile, the top 10 stocks in the portfolio account for close to 55% of $94 million in net assets. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/INTC\">Intel</a>; <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>, <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> are among the most prominent holdings.</p><p>FTXL is down roughly 30% this year, trading near 52-week lows. Trailing price-to-earnings (P/E) and price-to-book (P/B) ratios are 18.01x and 4.04x, respectively.</p><p>Despite the recent declines in prices of chip shares, the outlook for the global semiconductor industry remains healthy. Therefore, many of the names in a fund like FTXL should start to recover in the near future.</p><p><a href=\"https://laohu8.com/S/SPGP\">Invesco S&amp;P 500 GARP ETF</a><img src=\"https://static.tigerbbs.com/1b6e05358cd1981ab5a5d52bf7ebad26\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Eviart / Shutterstock.com</p><p><b>52-week range:</b> $80.44 – $97.90</p><p><b>Expense ratio:</b> 0.36% per year</p><p>Our secondfund,the <a href=\"https://laohu8.com/S/SPGP\">Invesco S&amp;P 500 GARP ETF</a>, invests in securities that the fund managers have determined to be high growth names with attractive valuation levels.The fund, which started trading in June 2011, is rebalanced and reconstituted semi-annually.</p><p>SPGP currently has 77 holdings. Health care shares lead at 31.15%. Then come information technology (18.96%) and financials (19%).</p><p>The top 10 stocks in the portfolio account for almost a fifth of net assets of $829.9 million.Among them are the biotech name <a href=\"https://laohu8.com/S/VRTX\">Vertex Pharmaceuticals</a>; insurance providers <a href=\"https://laohu8.com/S/CI\">Cigna</a> and <a href=\"https://laohu8.com/S/PGR\">Progressive</a>; and automated cybersecurity solutions company <a href=\"https://laohu8.com/S/FTNT\">Fortinet</a>.</p><p>SPGP has declined more than 12% YTD. As a result, the fund is trading at 15.84 times trailing earnings and 3.71 times book value. If you are looking for above-average growth businesses that are reasonably priced, SPGP deserves to be on your radar screen.</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon</a><img src=\"https://static.tigerbbs.com/6d033bbc33ff6e77bdeb0ae8a3cb4a5c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: lentamart / Shutterstock</p><p><b>52-week range:</b>$251.51 – $485.83</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon</a>, our next growth stock, is a Canadian athletic apparel and fitness equipment group known for high-end yoga pants. Its reach has expanded toover 570 stores across 17 countries.</p><p>In late March, Lululemon announcedQ4 FY21earnings. Revenue was $2.1 billion, representing a 23% increase YOY. Adjusted dilutedEPSincreased from $2.58 in Q4 FY20 to $3.37.</p><p>Recently, management has provideddetailson a new 5-year growth plan, which calls for doubling annual revenue to $12.5 billion by 2026. The focus will be on growingthemen’s apparelsegmentto increase current revenue and also quadrupling international revenuewithinfive years.</p><p>LULU stockhas dropped 28% YTDto trade at 52-week lows. Forward P/E and P/S numbers are29and5.68, respectively. The 12-month medianpriceforecast stands at$435.</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a><img src=\"https://static.tigerbbs.com/0dcf93b50bcf2e1a1530f0a5cca22c06\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Bjorn Bakstad / Shutterstock.com</p><p><b>52-week range:</b>$154.55 – $311.75</p><p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>, a member of the <b>Dow Jones Industrial Average (DJIA)</b>, istheleading provider of customer relationship management (CRM) software. More than 150,000 companies around the world rely on the Salesforce platform.</p><p>In early March, the CRM company reportedQ4 FY21financials. Revenue increased 26% YOY to $7.3 billion. Diluted EPS was 84 cents. Cash and equivalents totaled $5.5 billion.</p><p>Salesforce recentlyannouncedthe release of the Anypoint Code Builder, an integrated development environment (IDE). This new IDE, released by Salesforce subsidiary MuleSoft, is a platform designed to improve efficiency and lower development times for new software.</p><p>CRM stockhas declined 36% YTDand has hit 52-week lows. Shares are trading at33.67times forward earnings and5.78times sales. At present, the12-month medianpriceforecastisat$354.</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>7 Growth Stocks to Buy Before They Make a Big Comeback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Growth Stocks to Buy Before They Make a Big Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-29 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/7-growth-stocks-to-buy-before-they-make-a-big-comeback/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Although growth stocks have faced significant setbacks, these seven robust shares should rebound in the coming months.Alphabet: Investors are looking forward to the stock split on July 15.Applied ...</p>\n\n<a href=\"https://investorplace.com/2022/05/7-growth-stocks-to-buy-before-they-make-a-big-comeback/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FTXL":"First Trust Nasdaq Semiconductor ETF","SPGP":"Invesco S&P 500 GARP ETF"},"source_url":"https://investorplace.com/2022/05/7-growth-stocks-to-buy-before-they-make-a-big-comeback/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150561243","content_text":"Although growth stocks have faced significant setbacks, these seven robust shares should rebound in the coming months.Alphabet: Investors are looking forward to the stock split on July 15.Applied Materials: Given its robust balance sheet and revenue generations, AMAT stock has the potential for a strong comeback.Chipotle Mexican Grill: A new investment venture could provide long-term revenue growth and technological innovationFirst Trust Nasdaq Semiconductor ETF: The fund invests in leading semiconductor companies that will continue play a prominent role in technological developments.Invesco S&P 500 GARP ETF: This ETF invests in equities that have been identified as high growth with attractive valuation levels.Lululemon: The apparel retailer’s newly outlined 5-year growth plan intends to double revenue by 2026.Salesforce: Recently announced software development platform could provide a new source of revenue from a rapidly growing industry.Growth stocks faced significant challenges in the second quarter of 2022. Investors have hit the ‘sell’ button as profits could face serious headwinds while the Federal Reserve increases rates.Effects ofinterest rate hikeson the marketsare further compounded by ever-rising inflation and signs of a looming recession.As a result,theS&P 500 Growth Indexhas fallenmore than 28% since the beginning of the year.Moreover, the Vanguard S&P 500 Growth ETF (VOOG) has dropped27.8% over the same period.It is also possible to compare theS&P 500 Growth IndexandS&P 500 Indexindices over various time spans. Then, we note that volatility of returns in growth shares is higher as growth stocks typically have betas (β) of well over 1.Most of our readers would know that beta shows stock’s volatility relative to the broader market, such as the S&P 500 Index whose beta is accepted as 1. For instance if a stock’s beta is 1.30, it is assumed to be 30% more volatile the S&P 500.Although current declines in share prices aresignificant in percentage terms, these headwinds are likely transitory. History shows us that bear markets come to an end and robust shares end up making new highs. When a new bull leg begins, growth stocks could potentially outperform theoverallmarket.With that information, here are the seven best growth stocks to buy in June:Alphabet (GOOGL, GOOG)Source: IgorGolovniov / Shutterstock.com52-week range:$2,109.76 – $2,174.98Our first growth stock is the cloud services giant Alphabet, the parent company of Google and YouTube.  Alphabet has numerous subsidiaries in different sectors.The tech giant announced first-quarter results on April 26. Revenue was $68.01 billion, up 23% year-over-year (YOY) growth. Diluted earnings per share (EPS) was $24.62. Free cash flow (FCF) for the period resulted in $15.32 billion.Management expressed its intention to keep investing in growth opportunities worldwide.The board also approved to re-purchase $70 billion of stock.Now, many investors look forward to the upcoming 20-for-1 stock split that should take place on July 15. If today’s price holds, GOOGL should at the time trade around $100.Like many of its peers, GOOGL stock has been caught in the tech swoon and is down by 25% year-to-date (YTD). It recently hit a 52-week low.The stock is trading at 19.3 times forward earnings and 5.45 times sales. For now, the 12 month priceforecaststands at $3,200. However, after July 15, the price will change to reflect the stock split.Applied MaterialsSource: michelmond / Shutterstock.com52-week range:$101.33 – $167.06Applied Materials is known for its tools used in chip manufacturing. Like many other semiconductor names, it has been benefiting from recent technological developments and digitalization efforts worldwide.AMAT releasedQ2results on May 19. Revenue was $6.25 billion, up 12% YOY. Adjusted EPS was $1.85, up 13%. Cash from operations stood at $2.66 billion of cash, while $2.02 billion was returned to shareholders through stock repurchase and dividends.Management highlighted that Applied Materials has been able to deliver results despite significant supply chain challenges. In addition, the manufacturer is likely to benefit from increased spending in wafer fab equipment.However, AMAT shares have lost over a third of their value this year and just hit a 52-week low. Meanwhile, the current price supports a dividend yield of 0.92%.This stock is changing hands at 13.12 time forward earnings and 4.02 times sales. Finally, the 12 month priceforecastfor AMAT is $140.Chipotle Mexican GrillSource: Northfoto / Shutterstock.com52-week range:$1,230.91 – $1,958.55Our next stock pick for today is the restaurant chain Chipotle Mexican Grill(NYSE:CMG). The popular Tex-Mex chain has around 3,000 restaurants stateside.In late April, Chipotle reportedQ1metrics. Revenue increased 16% YOY to $2 billion. Adjusted diluted EPS came in at $5.70, up from $5.36 in the previous year. Cash and equivalents stood at $646.7 million.Management recentlyannouncedthe formation ofCultivate Next, a venture fund for investing in companies that strategically align with Chipotle’s mission. Investments in innovations can possibly lead to reduced costs and improved efficiency in Chipotle’s own restaurants.CMG stock has lost almost 23% YTD and is flirting with 52-week lows. Shares are trading at39.53times forward earnings and4.7times sales. The12-month medianpriceforecast isat$1900.First Trust Nasdaq Semiconductor ETFSource: shutterstock.com/bangoland52-week range: $56.80 – $83.10Expense ratio: 0.60% per yearOur next discussion centers around an exchange-traded fund (ETF), namely the First Trust Nasdaq Semiconductor ETF, which provides exposure to U.S. chip stocks.The fund started trading in September 2016.FTXL tracks the Nasdaq US Smart Semiconductor Index and currently has 30 holdings. With regards to sub-sectors, we see Semiconductors (78.78%) and Production Technology Equipment (21.22%).Meanwhile, the top 10 stocks in the portfolio account for close to 55% of $94 million in net assets. Broadcom, Intel; Texas Instruments, Micron Technology are among the most prominent holdings.FTXL is down roughly 30% this year, trading near 52-week lows. Trailing price-to-earnings (P/E) and price-to-book (P/B) ratios are 18.01x and 4.04x, respectively.Despite the recent declines in prices of chip shares, the outlook for the global semiconductor industry remains healthy. Therefore, many of the names in a fund like FTXL should start to recover in the near future.Invesco S&P 500 GARP ETFSource: Eviart / Shutterstock.com52-week range: $80.44 – $97.90Expense ratio: 0.36% per yearOur secondfund,the Invesco S&P 500 GARP ETF, invests in securities that the fund managers have determined to be high growth names with attractive valuation levels.The fund, which started trading in June 2011, is rebalanced and reconstituted semi-annually.SPGP currently has 77 holdings. Health care shares lead at 31.15%. Then come information technology (18.96%) and financials (19%).The top 10 stocks in the portfolio account for almost a fifth of net assets of $829.9 million.Among them are the biotech name Vertex Pharmaceuticals; insurance providers Cigna and Progressive; and automated cybersecurity solutions company Fortinet.SPGP has declined more than 12% YTD. As a result, the fund is trading at 15.84 times trailing earnings and 3.71 times book value. If you are looking for above-average growth businesses that are reasonably priced, SPGP deserves to be on your radar screen.LululemonSource: lentamart / Shutterstock52-week range:$251.51 – $485.83Lululemon, our next growth stock, is a Canadian athletic apparel and fitness equipment group known for high-end yoga pants. Its reach has expanded toover 570 stores across 17 countries.In late March, Lululemon announcedQ4 FY21earnings. Revenue was $2.1 billion, representing a 23% increase YOY. Adjusted dilutedEPSincreased from $2.58 in Q4 FY20 to $3.37.Recently, management has provideddetailson a new 5-year growth plan, which calls for doubling annual revenue to $12.5 billion by 2026. The focus will be on growingthemen’s apparelsegmentto increase current revenue and also quadrupling international revenuewithinfive years.LULU stockhas dropped 28% YTDto trade at 52-week lows. Forward P/E and P/S numbers are29and5.68, respectively. The 12-month medianpriceforecast stands at$435.SalesforceSource: Bjorn Bakstad / Shutterstock.com52-week range:$154.55 – $311.75Salesforce, a member of the Dow Jones Industrial Average (DJIA), istheleading provider of customer relationship management (CRM) software. More than 150,000 companies around the world rely on the Salesforce platform.In early March, the CRM company reportedQ4 FY21financials. Revenue increased 26% YOY to $7.3 billion. Diluted EPS was 84 cents. Cash and equivalents totaled $5.5 billion.Salesforce recentlyannouncedthe release of the Anypoint Code Builder, an integrated development environment (IDE). This new IDE, released by Salesforce subsidiary MuleSoft, is a platform designed to improve efficiency and lower development times for new software.CRM stockhas declined 36% YTDand has hit 52-week lows. Shares are trading at33.67times forward earnings and5.78times sales. At present, the12-month medianpriceforecastisat$354.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996269232,"gmtCreate":1661176870328,"gmtModify":1676536467562,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Grin]&nbsp;","listText":"[Grin]&nbsp;","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996269232","repostId":"2261515445","repostType":4,"repost":{"id":"2261515445","pubTimestamp":1661177189,"share":"https://ttm.financial/m/news/2261515445?lang=&edition=fundamental","pubTime":"2022-08-22 22:06","market":"us","language":"en","title":"Here's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2261515445","media":"Motley Fool","summary":"Tesla's stock split will take place after the close of trading on Aug. 24, but don't expect to wake up to riches overnight.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla shareholders voted in favor of a 3-for-1 stock split at the company&#39;s annual meeting on Aug. 4.</li><li>Shareholders will see more shares of Tesla stock in their account after the stock split takes place on Aug. 24.</li><li>The shares will trade at a split-adjusted price on Aug. 25.</li></ul><p><b>Tesla</b> is moving forward with its second stock split on Aug. 24. Shareholders approved the 3-for-1 stock split at the company&#39;s annual meeting this month.</p><p>If you&#39;re confused about stock splits, below is a breakdown of how they work, so you can set your expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae15e6e1d3574d71df0833be714bce02\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>Stock splits are taking over headlines in 2022</b></p><p>Large tech companies have been dominating stock-split news this year. <b>Amazon</b> pursued its first stock split since the dot-com boom, completing a 20-for-1 stock split on June 3. E-commerce giant <b>Shopify</b> completed a 10-for-1 split of its common stock on June 28. Then, the parent company of Google, <b>Alphabet</b>, wrapped up a 20-for-1 stock split on July 15.</p><p>Now, Tesla is back in the spotlight after completing a 5-for-1 stock split in 2020. The electric vehicle maker hinted at a stock split earlier this year, and now the big day is taking place this month. If you haven&#39;t been following Tesla this year, here&#39;s a look at the company&#39;s stock-split timeline.</p><ul><li><b>March 28, 2022:</b> Tesla informed the SEC about its stock-split intentions via Form 8-K.</li><li><b>June 6, 2022:</b> If you were a shareholder as of close of business on this date, you received an invitation to Tesla&#39;s annual shareholders meeting.</li><li><b>June 10, 2022:</b> Tesla filed another form with the SEC, announcing a proposed 3-for-1 stock split.</li><li><b>Aug. 4, 2022:</b> Shareholders voted in favor of the 3-for-1 stock split at the 2022 Annual Meeting of Shareholders.</li><li><b>Aug. 17, 2022:</b> Stockholders of record on this date will receive two new shares for every one share they own.</li><li><b>Aug. 24, 2022:</b> The stock split will take place after the close of trading on this date.</li><li><b>Aug. 25, 2022:</b> Tesla shares will trade at a split-adjusted price on this date.</li></ul><p>As you can see, a stock split doesn&#39;t happen overnight. A company needs to file paperwork with the SEC to express its intentions, and then shareholders must give the company the green light to move forward with the stock split.</p><p><b>What happens when a stock splits?</b></p><p>A stock split may be popular, but that doesn&#39;t mean it&#39;s profitable. A stock split in itself won&#39;t make a company&#39;s market capitalization rise or change its intrinsic value. But it does increase the number of a company&#39;s outstanding shares. You&#39;ll notice more shares of a company stock in your account, but the overall value of your shares won&#39;t change. That&#39;s why a stock split is not a taxable event in itself. It doesn&#39;t leave you with more money in your pockets.</p><p>Let&#39;s dive into Tesla&#39;s stock split. The company is doing a 3-for-1 split. That means investors will receive two extra shares of Tesla for every one share they own.</p><p>If you own five shares of Tesla, you&#39;ll wake up to 15 shares of the company after the stock split. If you own 10 shares of Tesla, you&#39;ll have 30 shares later. If you own fractional shares, you&#39;ll still have a chance to participate in the stock split. You&#39;ll just have to do the math to see how your fractional shares will multiply after the stock split.</p><p>You can think of a stock split like getting slices of pizza. If you have a whole pizza, you can slice it into three equal parts like a 3-for-1 stock split. The amount of pizza you have is still the same. When you slice it, you break it up into bite-sized pieces so it&#39;s easier to consume.</p><p>A stock split makes it easier for investors to buy whole shares of a company stock by lowering the price tag. If shares of Tesla stock are $900 before the stock split, the shares will drop to $300 after the 3-for-1 stock split.</p><p><b>Is a stock split a positive sign for a company?</b></p><p>A stock split helps make a stock with a high price tag more affordable to retail investors. But that&#39;s not a big deal in this era since many investors can get their hands on stocks by purchasing fractional shares. However, there are some investors who like the idea of grabbing a whole share of Tesla without breaking the bank. Stock splits open the doors for more investors to accumulate whole shares of a company stock in their portfolio.</p><p>Although stock splits sound fancy, they are more of a cosmetic change. It doesn&#39;t determine the long-term potential of a company. Don&#39;t fall into the trap of believing that stock splits automatically lead to profitability. Do your research before you invest in any stock -- even if the company has a stock split coming up. Review the fundamentals, evaluate management&#39;s leadership style, and do a competitor analysis to see if a company deserves a spot in your portfolio.</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>Here's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders</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\">\nHere's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla shareholders voted in favor of a 3-for-1 stock split at the company's annual meeting on Aug. 4.Shareholders will see more shares of Tesla stock in their account after the stock split ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/\">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.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261515445","content_text":"KEY POINTSTesla shareholders voted in favor of a 3-for-1 stock split at the company's annual meeting on Aug. 4.Shareholders will see more shares of Tesla stock in their account after the stock split takes place on Aug. 24.The shares will trade at a split-adjusted price on Aug. 25.Tesla is moving forward with its second stock split on Aug. 24. Shareholders approved the 3-for-1 stock split at the company's annual meeting this month.If you're confused about stock splits, below is a breakdown of how they work, so you can set your expectations.Image source: Getty Images.Stock splits are taking over headlines in 2022Large tech companies have been dominating stock-split news this year. Amazon pursued its first stock split since the dot-com boom, completing a 20-for-1 stock split on June 3. E-commerce giant Shopify completed a 10-for-1 split of its common stock on June 28. Then, the parent company of Google, Alphabet, wrapped up a 20-for-1 stock split on July 15.Now, Tesla is back in the spotlight after completing a 5-for-1 stock split in 2020. The electric vehicle maker hinted at a stock split earlier this year, and now the big day is taking place this month. If you haven't been following Tesla this year, here's a look at the company's stock-split timeline.March 28, 2022: Tesla informed the SEC about its stock-split intentions via Form 8-K.June 6, 2022: If you were a shareholder as of close of business on this date, you received an invitation to Tesla's annual shareholders meeting.June 10, 2022: Tesla filed another form with the SEC, announcing a proposed 3-for-1 stock split.Aug. 4, 2022: Shareholders voted in favor of the 3-for-1 stock split at the 2022 Annual Meeting of Shareholders.Aug. 17, 2022: Stockholders of record on this date will receive two new shares for every one share they own.Aug. 24, 2022: The stock split will take place after the close of trading on this date.Aug. 25, 2022: Tesla shares will trade at a split-adjusted price on this date.As you can see, a stock split doesn't happen overnight. A company needs to file paperwork with the SEC to express its intentions, and then shareholders must give the company the green light to move forward with the stock split.What happens when a stock splits?A stock split may be popular, but that doesn't mean it's profitable. A stock split in itself won't make a company's market capitalization rise or change its intrinsic value. But it does increase the number of a company's outstanding shares. You'll notice more shares of a company stock in your account, but the overall value of your shares won't change. That's why a stock split is not a taxable event in itself. It doesn't leave you with more money in your pockets.Let's dive into Tesla's stock split. The company is doing a 3-for-1 split. That means investors will receive two extra shares of Tesla for every one share they own.If you own five shares of Tesla, you'll wake up to 15 shares of the company after the stock split. If you own 10 shares of Tesla, you'll have 30 shares later. If you own fractional shares, you'll still have a chance to participate in the stock split. You'll just have to do the math to see how your fractional shares will multiply after the stock split.You can think of a stock split like getting slices of pizza. If you have a whole pizza, you can slice it into three equal parts like a 3-for-1 stock split. The amount of pizza you have is still the same. When you slice it, you break it up into bite-sized pieces so it's easier to consume.A stock split makes it easier for investors to buy whole shares of a company stock by lowering the price tag. If shares of Tesla stock are $900 before the stock split, the shares will drop to $300 after the 3-for-1 stock split.Is a stock split a positive sign for a company?A stock split helps make a stock with a high price tag more affordable to retail investors. But that's not a big deal in this era since many investors can get their hands on stocks by purchasing fractional shares. However, there are some investors who like the idea of grabbing a whole share of Tesla without breaking the bank. Stock splits open the doors for more investors to accumulate whole shares of a company stock in their portfolio.Although stock splits sound fancy, they are more of a cosmetic change. It doesn't determine the long-term potential of a company. Don't fall into the trap of believing that stock splits automatically lead to profitability. Do your research before you invest in any stock -- even if the company has a stock split coming up. Review the fundamentals, evaluate management's leadership style, and do a competitor analysis to see if a company deserves a spot in your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042426935,"gmtCreate":1656515741827,"gmtModify":1676535844045,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Duh]&nbsp;","listText":"[Duh]&nbsp;","text":"[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042426935","repostId":"2247564800","repostType":4,"repost":{"id":"2247564800","pubTimestamp":1656512826,"share":"https://ttm.financial/m/news/2247564800?lang=&edition=fundamental","pubTime":"2022-06-29 22:27","market":"us","language":"en","title":"Tesla: This Investment Is Not For The Faint-Hearted","url":"https://stock-news.laohu8.com/highlight/detail?id=2247564800","media":"seekingalpha","summary":"SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expe","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla is the world’s leading electric vehicle manufacturer.</li><li>The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expensive tech stocks.</li><li>The future of this business is somewhat shrouded in mystery, with CEO Elon Musk having a habit of overpromising and underdelivering.</li><li>Despite this, Tesla is at the forefront of a shift to electrification, and I for one can get behind its mission to “accelerate the world’s transition to sustainable energy”.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18a8ddcfd306d6221eb23ad49f4e085f\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>MikeMareen/iStock Editorial via Getty Images</span></p><p><b>Investment Thesis</b></p><blockquote>Reach for the stars, and if you don&#39;t grab &#39;em, at least you&#39;ll fall on top of the world</blockquote><p>I hope that everyone here recognizes the lyrical genius of Mr. Worldwide himself, especially this line is taken from Pitbull’s songGive Me Everything.</p><p>I can’t help but feel like CEO (sorry, Technoking) of Tesla, Inc. (NASDAQ:NASDAQ:TSLA) Elon Musk found himself inspired by these lyrics. He certainly has a habit of reaching for the stars – whether it&#39;s quite literally thanks to SpaceX, or the fact that he has a habit of making wild promises &amp; setting goals that go far beyond the realms of &#34;ambitious.&#34;</p><p>Yet Mr. Musk has found himself falling on top of the world, as Tesla has had a fantastic few years and continues to make impressive progress on full self-driving. Tesla continues to reach for the stars, but will they just come crashing down to earth? I put the company through my investing framework to find out.</p><p><b>Business Overview</b></p><p>Tesla has pioneered electric vehicle technology since its inception almost 20 years ago, and the company appears to have reached an inflection point over the past 5 years – moving from the brink of bankruptcy in 2018 to a trillion dollar company in 2021.</p><p>Tesla is primarily an automotive company right now, and it has four car models:</p><ul><li>Model S: a 4-door, high performance sedan</li><li>Model 3: a 4-door, mid-size sedan designed for the mass-market</li><li>Model X: a mid-size, high-performance SUV</li><li>Model Y: a company SUV built on the Model 3 platform</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9a52b2206e73300b606f427914d8d63\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla</span></p><p>The rollout of Tesla’s Model 3 helped transform the business over the past 5 years. Its mass-market appeal and more affordable price point certainly turned Tesla from an up-and-coming EV company to a genuine automotive business. The below chart highlights just how important the Model 3 has been to Tesla over recent years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66070afd3a5ab98e954039f1c27b5802\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Statista</span></p><p>Tesla also offers additional products for energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home, Megapack, an energy storage solution for much larger facilities, and Solar Roof, which is well... a solar powered roof.</p><p>The company also has also invested in a significant amount of vertical integration and additional solutions, including but not limited to:</p><ul><li>In-house developed battery and powertrain technology</li><li>Self-Driving technologies, with offerings such as Autopilot and FSD (Full self-driving).</li><li>A network of Tesla Superchargers, which offer high-speed EV charging for Tesla owners</li><li>A direct-to-consumer sales approach through its website, and an international network of company owned stores</li><li>An insurance product which was launched in California in 2019, and has expanded into more and more states</li></ul><p>It would be possible to do a dedicated article on every single <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these additional solutions – but I don’t want to write a novel, at least not yet. That is before considering the future products that Tesla could potentially offer, such as the cybertruck, a network of robotaxis, and Elon Musk’s new favorite toy – the Optimus robot. Whilst I don’t expect all of these ideas to succeed, I do like to see a company with optionality, and Tesla has this in abundance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23f883f28e00544dd09c773e389364f9\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>The Optimus Robot (Tesla)</span></p><p><b>Economic Moats</b></p><p>With every business, I look to see if there are any durable competitive advantages (aka economic moats) that will help the company continue to thrive whilst protecting itself from competition. Right now, I believe that Tesla has a number of competitive advantages.</p><p>The first moat worth highlighting is the network effect that Tesla has. Its vehicles are substantially more technologically advanced and interconnected than those of the incumbent manufacturers, and as such Tesla is able to generate a wealth of data from every mile that is driven.</p><p>This has given them a lead in autonomous driving, as the company has been able to analyze the ever-growing masses of data received from its FSD programs, following which they are able to iterate and rollout improved versions. Tesla is still yet to completely crack full self-driving, but once (or if) it does, it will be transformational for both the company and the world. The below quote from CEO Musk clearly shows his excitement combined with an awareness that this has been a long time coming, yet has never arrived:</p><blockquote>Well, with respect to full self-driving, of any technology development I’ve ever been involved in, I’ve never really seen more kind of false dawns or where it seems like we’re going to break through, but we don’t, as I’ve seen in full self-driving. And ultimately, what it comes down to is that to solve full self-driving, you actually have to solve real-world artificial intelligence, which is -- which nobody has solved. The whole road system is made for biological neural nets and eyes. And so, actually, when you think about it, in order to solve for full self-driving, we have to solve neural nets and cameras to a degree of capability that is on par with or really exceeds humans.</blockquote><blockquote>And I think we will achieve that this year. The best way to reach your own assessment is to join the Tesla full self-driving beta program where we have over 100,000 people right now enrolled in that program, and we expect to broaden that significantly this year. So, that’s my recommendation, is join the full self-driving beta program and experience it for yourself and take note of the rate of improvement with every release. And we put out a new release roughly every two weeks. And you’ll see a little bit of two steps forward, one step back. But overall, the rate of improvement is incredibly quick.</blockquote><p>So, Musk thinks FSD will be achieved this year – I’m sure he’s never said that before…</p><p>Regardless, the amount of data that Tesla has been able to obtain for FSD is unmatched by competitors, and the network effect is this: more data leads to improved FSD, improved FSD leads to more customers buying Teslas and using FSD, more customers using FSD results in more data, and more data leads to improved FSD. Humans have been trying to crack autonomous driving for a long time, but this network effect may well provide the best opportunity yet.</p><p>Another network effect that I think is more realistic &amp; sometimes overlooked is with insurance, probably because it’s not as exciting as the idea of robotaxis. Yet it is a similar story to the one above; Tesla has a very connected network of cars with tons of data, and this should enable them to offer data-driven insurance to customers that ends up being increasingly accurate as this network grows.</p><p>Tesla also benefits from some switching costs, and this is driven by their network of Superchargers. The company has worked hard to build out this network &amp; ensure that Tesla drivers can access these Superchargers easily – but, originally these were only available for Tesla drivers. This is clearly a switching cost, but Tesla has recently trialed opening up its Supercharger network to non-Tesla EVs. Whilst this reduces Tesla’s competitive advantage, I think it was always going to be eroded away over time as EV adoption increases – so perhaps this pilot is Tesla’s way of getting ahead of the curve?</p><p>Tesla also has the benefit of low-cost production, driven by their vertical integration on battery technology, direct-to-consumer sales, and the ultra-efficient Gigafactories. In fact, a view of their TTM operating margin compared to the incumbents is quite incredible – particularly when you consider that Tesla continues to be less established, and probably has even more room to expand these margins, particularly with the potential for additional software offerings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d92e0d8f7493cae26081c74e9a6693b8\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Tesla Q1&#39;22 Investor Presentation</span></p><p>The final moat that I’ll give Tesla credit for is their brand, and I don’t think anyone can argue with this – but just in case you want to, I’ll add in the below graphic comparing Tesla’s ad-spending per car sold back in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7c781fe9080e9f67aa3ce0af810baa2\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Visual Capitalist</span></p><p>This is another one of the many reasons why Tesla is able to churn out industry-leading margins.</p><p>Despite this lack of marketing, demand is still substantially outweighing supply, as per Elon Musk on the Q1’22 conference call:</p><blockquote>I should mention that it may seem like maybe we’re being unreasonable about increasing the prices of our vehicles, given that we had record profitability this quarter, but the wait list for our vehicles is quite long. And some of the vehicles that people will order, the wait list extends into next year. So, our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we’re aware of and believe will happen over the next 6 to 12 months. So, that’s why we have the price increases today because the car ordered today will arrive, in some cases, a year from now. So, we have a very long wait list, and we’re obviously not demand-limited. We are production-limited by -- very much production-limited.</blockquote><p>As you can also see, a strong brand gives pricing power &amp; this is just one other lever Tesla can pull in order to keep delivering strong financial results.</p><p>All in all, there are several powerful economic moats that should help Tesla protect itself from the ever-emerging competition.</p><p><b>Outlook</b></p><p>I’ll be honest, it’s pretty difficult to give an exact figure on the potential opportunity for Tesla – particularly if the company succeeds with its full self-driving, the robotaxi network, or even the Optimus robot. I think all any shareholder needs to know is that the opportunity is huge, and it’s only getting bigger.</p><p>If I take a step back and focus solely on the EV market, the opportunity remains both fast growing and enormous. According to Facts and Factors, the global electric vehicle market is expected to grow from a size of $185 billion in 2021 to $980 billion by 2028, implying a CAGR of 24.5% over that period – with Tesla leading the charge (geddit?).</p><p><b>Management</b></p><p>When it comes to fast-paced, innovative companies, I always aim to find founder-led businesses where inside ownership is high. I’ll start by highlighting that, even though Elon Musk is not the founder of Tesla, he certainly has his heart and soul in the business. If he walks like a founder and talks like a founder, I’m more than happy to consider Elon Musk a founder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d7ef06816853cbc8925c926acef1fb\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/><span>Tesla Q1&#39;22 Investor Presentation</span></p><p>I also want to invest in companies where leadership has skin-in-the-game, and Mr. Musk has this in abundance. This is a CEO who understands what skin-in-the-game truly means, as he shows in this 2019 tweet.</p><p>But do the numbers back that up? They certainly do, as Elon Musk owns ~25% of the company – no wonder he’s the richest man in the world!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c94e4e6285ec0abd74a194a9cf51c478\" tg-width=\"640\" tg-height=\"95\" referrerpolicy=\"no-referrer\"/><span>Tesla 2021 Proxy Filing / Excel</span></p><p>I also like to take a quick look on Glassdoor to get an idea about the culture of a company, and Tesla gets somewhat underwhelming scores from the ~7,000 reviews left by employees. Any score over 4.0 is impressive, and Tesla fails to obtain this in any category. The score is particularly low on Work/Life Balance, which probably isn’t a surprise to anyone – whilst Elon Musk has undoubtedly driven the world forward with some of his companies, he also has a reputation of being tough to work for. He has incredibly high expectations from himself and those around him – unfortunately, this appears to have led to a culture within Tesla that I would not be too happy with as a shareholder.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5a0db0f879ac0ac11e4ff2c8e86530d\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Glassdoor</span></p><p><b>Financials</b></p><p>Tesla’s financial profile over the last few years is something of a turnaround story, starting with their balance sheet. Back in 2018, the company had almost 3x as much debt as they had cash. Fast-forward to 2021, and that has completed flipped, with cash now representing more than 3x their debt. This has been driven by the company&#39;s ability to ramp up sales and bring in additional cash flow to shore up the balance sheet, as well as raising funds through additional share offerings. The bankruptcy risk to Tesla around 2018 was well documented, but clearly now it is a company in an extremely robust financial position that will serve it will for the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fcd19b7e6b5ff0d24497bfe963e7db2\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>Tesla SEC Filings / Excel</span></p><p>Revenue growth has been lumpy over this period, at times impacted by the needed ramp up of its production facilities as well as the impact of lockdowns during the pandemic – but 2021 saw revenue absolutely soar as the world opened up again, and consumer spending took off like a rocket.</p><p>Margins and cash flow for this business are impressive, whichever way you look at it. The EBIT margin has seen astounding expansion for such a capital-intensive business, and similarly the ~$11.5 billion in operating cash flow in 2021 is incredibly strong. It makes you wonder how a business goes from the brink of bankruptcy to a cash generating machine in just a few years.</p><p><b>Valuation</b></p><p>As with all high growth, innovative companies, valuation is tough – and for a company who believe their future products to be life changing, it is even more difficult. I believe that my approach will give me an idea about whether Tesla is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48ad05f01f439dfffcb8971c90609b3c\" tg-width=\"640\" tg-height=\"658\" referrerpolicy=\"no-referrer\"/><span>Tesla SEC Filings / Excel</span></p><p>My model assumes revenue growth of 50% for 2022, following Tesla&#39;s guidance of 50% YoY growth in vehicle deliveries driven by the continued strong demand and production ramp up despite the continued issues in Shanghai. I have then assumed a slowdown in revenue growth through to 2026. It’s perfectly reasonable to think that this is too conservative, however I would always prefer to be too conservative rather than too optimistic.</p><p>I have also assumed a gradual margin expansion as Tesla continues to benefit from its scale, and those investments in vertically integrated aspects of its business start to play out.</p><p>I assumed that shares outstanding will increase by 5% annually through to 2026. Tesla has a history of diluting shareholders, however I still think that this assumption is prudent – as Tesla continues to produce more cash, I doubt it will continue to dilute shareholders at a dramatic rate.</p><p>Finally, I’ve chosen a wide range of EV / FCF multiples for the low, medium, and high scenario. This represents my own uncertainty about the future of Tesla, the fact that it is priced for a lot of success, but also the fact that it could see success that is far beyond my imagination.</p><p>Put this all together, and my mid-range scenario implies an 11% CAGR of Tesla shares from today through to 2026.</p><p><b>Risks</b></p><p>There are a number of potential risks for Tesla, as my fellow Seeking Alpha highlights in this detailed article. I do think the approach is very &#34;glass half empty,&#34; but it is useful for potential shareholders to familiarize themselves with these risks.</p><p>In my eyes, there are a couple of main risks. First is competition – EVs are growing in popularity, and there are a number of new EV-specialist car manufacturers as well as the incumbents who are all coming to do battle with Tesla. Clearly, Tesla has a huge head start, but shareholders should keep an eye on any competitors who appear to be closing this gap.</p><p>The second risk primarily relates to China. Clearly there are geopolitical risks, and China is also one of the most competitive markets for electric vehicles – and, it’s likely to grow and be the largest. If Tesla is impacted by geopolitics, then it could suffer greatly. Just take a look at the below table of car sales over the past few years to see the impact that China is having on Tesla’s business, with its growth outpacing the US and Other substantially.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0180430811196be3b429d3a937fabcb2\" tg-width=\"640\" tg-height=\"207\" referrerpolicy=\"no-referrer\"/><span>Tesla 2021 Annual Report</span></p><p>The final risk is that of a recession, which could certainly be looming. Whilst I think Tesla does benefit from secular tailwinds, I would not be surprised to see consumers cut back on spending for new, somewhat luxury cars - and I&#39;d expect the automotive industry to be hit particularly hard.</p><p><b>Summary</b></p><p>An investment in Tesla is certainly not for the faint hearted, and I want to highlight that my current view on Tesla is a <b>tentative buy rating</b>. I wouldn’t be surprised to hear either of the following statements in 2030:</p><p>“Remember when we used to drive cars? The fact that we’ve got these Tesla robotaxis is crazy when you think about it, they’ve taken over the world!”</p><p><b>Or</b></p><p>“Tesla sure was overhyped. They really struggled in China, and in the end they ended up just being a car company – despite what I’d seen on Reddit, poor Elon.”</p><p>Personally, I believe that Tesla does have a bright future – even if I can’t predict it with much certainty, there are so many tailwinds driving this brilliant company forward. The share price today offers a much more attractive risk / reward profile, and that I why I would be happy to add this ground-breaking company to my investment portfolio.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: This Investment Is Not For The Faint-Hearted</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: This Investment Is Not For The Faint-Hearted\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 22:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4520825-tesla-this-investment-is-not-for-the-faint-hearted","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2247564800","content_text":"SummaryTesla is the world’s leading electric vehicle manufacturer.The company’s shares are down more than 40% from their 52-week high, which in the current environment is relatively resilient for expensive tech stocks.The future of this business is somewhat shrouded in mystery, with CEO Elon Musk having a habit of overpromising and underdelivering.Despite this, Tesla is at the forefront of a shift to electrification, and I for one can get behind its mission to “accelerate the world’s transition to sustainable energy”.MikeMareen/iStock Editorial via Getty ImagesInvestment ThesisReach for the stars, and if you don't grab 'em, at least you'll fall on top of the worldI hope that everyone here recognizes the lyrical genius of Mr. Worldwide himself, especially this line is taken from Pitbull’s songGive Me Everything.I can’t help but feel like CEO (sorry, Technoking) of Tesla, Inc. (NASDAQ:NASDAQ:TSLA) Elon Musk found himself inspired by these lyrics. He certainly has a habit of reaching for the stars – whether it's quite literally thanks to SpaceX, or the fact that he has a habit of making wild promises & setting goals that go far beyond the realms of \"ambitious.\"Yet Mr. Musk has found himself falling on top of the world, as Tesla has had a fantastic few years and continues to make impressive progress on full self-driving. Tesla continues to reach for the stars, but will they just come crashing down to earth? I put the company through my investing framework to find out.Business OverviewTesla has pioneered electric vehicle technology since its inception almost 20 years ago, and the company appears to have reached an inflection point over the past 5 years – moving from the brink of bankruptcy in 2018 to a trillion dollar company in 2021.Tesla is primarily an automotive company right now, and it has four car models:Model S: a 4-door, high performance sedanModel 3: a 4-door, mid-size sedan designed for the mass-marketModel X: a mid-size, high-performance SUVModel Y: a company SUV built on the Model 3 platformTeslaThe rollout of Tesla’s Model 3 helped transform the business over the past 5 years. Its mass-market appeal and more affordable price point certainly turned Tesla from an up-and-coming EV company to a genuine automotive business. The below chart highlights just how important the Model 3 has been to Tesla over recent years.StatistaTesla also offers additional products for energy generation and storage. These include Powerwall, a lithium-ion battery storage product designed for a home, Megapack, an energy storage solution for much larger facilities, and Solar Roof, which is well... a solar powered roof.The company also has also invested in a significant amount of vertical integration and additional solutions, including but not limited to:In-house developed battery and powertrain technologySelf-Driving technologies, with offerings such as Autopilot and FSD (Full self-driving).A network of Tesla Superchargers, which offer high-speed EV charging for Tesla ownersA direct-to-consumer sales approach through its website, and an international network of company owned storesAn insurance product which was launched in California in 2019, and has expanded into more and more statesIt would be possible to do a dedicated article on every single one of these additional solutions – but I don’t want to write a novel, at least not yet. That is before considering the future products that Tesla could potentially offer, such as the cybertruck, a network of robotaxis, and Elon Musk’s new favorite toy – the Optimus robot. Whilst I don’t expect all of these ideas to succeed, I do like to see a company with optionality, and Tesla has this in abundance.The Optimus Robot (Tesla)Economic MoatsWith every business, I look to see if there are any durable competitive advantages (aka economic moats) that will help the company continue to thrive whilst protecting itself from competition. Right now, I believe that Tesla has a number of competitive advantages.The first moat worth highlighting is the network effect that Tesla has. Its vehicles are substantially more technologically advanced and interconnected than those of the incumbent manufacturers, and as such Tesla is able to generate a wealth of data from every mile that is driven.This has given them a lead in autonomous driving, as the company has been able to analyze the ever-growing masses of data received from its FSD programs, following which they are able to iterate and rollout improved versions. Tesla is still yet to completely crack full self-driving, but once (or if) it does, it will be transformational for both the company and the world. The below quote from CEO Musk clearly shows his excitement combined with an awareness that this has been a long time coming, yet has never arrived:Well, with respect to full self-driving, of any technology development I’ve ever been involved in, I’ve never really seen more kind of false dawns or where it seems like we’re going to break through, but we don’t, as I’ve seen in full self-driving. And ultimately, what it comes down to is that to solve full self-driving, you actually have to solve real-world artificial intelligence, which is -- which nobody has solved. The whole road system is made for biological neural nets and eyes. And so, actually, when you think about it, in order to solve for full self-driving, we have to solve neural nets and cameras to a degree of capability that is on par with or really exceeds humans.And I think we will achieve that this year. The best way to reach your own assessment is to join the Tesla full self-driving beta program where we have over 100,000 people right now enrolled in that program, and we expect to broaden that significantly this year. So, that’s my recommendation, is join the full self-driving beta program and experience it for yourself and take note of the rate of improvement with every release. And we put out a new release roughly every two weeks. And you’ll see a little bit of two steps forward, one step back. But overall, the rate of improvement is incredibly quick.So, Musk thinks FSD will be achieved this year – I’m sure he’s never said that before…Regardless, the amount of data that Tesla has been able to obtain for FSD is unmatched by competitors, and the network effect is this: more data leads to improved FSD, improved FSD leads to more customers buying Teslas and using FSD, more customers using FSD results in more data, and more data leads to improved FSD. Humans have been trying to crack autonomous driving for a long time, but this network effect may well provide the best opportunity yet.Another network effect that I think is more realistic & sometimes overlooked is with insurance, probably because it’s not as exciting as the idea of robotaxis. Yet it is a similar story to the one above; Tesla has a very connected network of cars with tons of data, and this should enable them to offer data-driven insurance to customers that ends up being increasingly accurate as this network grows.Tesla also benefits from some switching costs, and this is driven by their network of Superchargers. The company has worked hard to build out this network & ensure that Tesla drivers can access these Superchargers easily – but, originally these were only available for Tesla drivers. This is clearly a switching cost, but Tesla has recently trialed opening up its Supercharger network to non-Tesla EVs. Whilst this reduces Tesla’s competitive advantage, I think it was always going to be eroded away over time as EV adoption increases – so perhaps this pilot is Tesla’s way of getting ahead of the curve?Tesla also has the benefit of low-cost production, driven by their vertical integration on battery technology, direct-to-consumer sales, and the ultra-efficient Gigafactories. In fact, a view of their TTM operating margin compared to the incumbents is quite incredible – particularly when you consider that Tesla continues to be less established, and probably has even more room to expand these margins, particularly with the potential for additional software offerings.Tesla Q1'22 Investor PresentationThe final moat that I’ll give Tesla credit for is their brand, and I don’t think anyone can argue with this – but just in case you want to, I’ll add in the below graphic comparing Tesla’s ad-spending per car sold back in 2021.Visual CapitalistThis is another one of the many reasons why Tesla is able to churn out industry-leading margins.Despite this lack of marketing, demand is still substantially outweighing supply, as per Elon Musk on the Q1’22 conference call:I should mention that it may seem like maybe we’re being unreasonable about increasing the prices of our vehicles, given that we had record profitability this quarter, but the wait list for our vehicles is quite long. And some of the vehicles that people will order, the wait list extends into next year. So, our prices of vehicles ordered now are really anticipating supplier and logistics cost growth that we’re aware of and believe will happen over the next 6 to 12 months. So, that’s why we have the price increases today because the car ordered today will arrive, in some cases, a year from now. So, we have a very long wait list, and we’re obviously not demand-limited. We are production-limited by -- very much production-limited.As you can also see, a strong brand gives pricing power & this is just one other lever Tesla can pull in order to keep delivering strong financial results.All in all, there are several powerful economic moats that should help Tesla protect itself from the ever-emerging competition.OutlookI’ll be honest, it’s pretty difficult to give an exact figure on the potential opportunity for Tesla – particularly if the company succeeds with its full self-driving, the robotaxi network, or even the Optimus robot. I think all any shareholder needs to know is that the opportunity is huge, and it’s only getting bigger.If I take a step back and focus solely on the EV market, the opportunity remains both fast growing and enormous. According to Facts and Factors, the global electric vehicle market is expected to grow from a size of $185 billion in 2021 to $980 billion by 2028, implying a CAGR of 24.5% over that period – with Tesla leading the charge (geddit?).ManagementWhen it comes to fast-paced, innovative companies, I always aim to find founder-led businesses where inside ownership is high. I’ll start by highlighting that, even though Elon Musk is not the founder of Tesla, he certainly has his heart and soul in the business. If he walks like a founder and talks like a founder, I’m more than happy to consider Elon Musk a founder.Tesla Q1'22 Investor PresentationI also want to invest in companies where leadership has skin-in-the-game, and Mr. Musk has this in abundance. This is a CEO who understands what skin-in-the-game truly means, as he shows in this 2019 tweet.But do the numbers back that up? They certainly do, as Elon Musk owns ~25% of the company – no wonder he’s the richest man in the world!Tesla 2021 Proxy Filing / ExcelI also like to take a quick look on Glassdoor to get an idea about the culture of a company, and Tesla gets somewhat underwhelming scores from the ~7,000 reviews left by employees. Any score over 4.0 is impressive, and Tesla fails to obtain this in any category. The score is particularly low on Work/Life Balance, which probably isn’t a surprise to anyone – whilst Elon Musk has undoubtedly driven the world forward with some of his companies, he also has a reputation of being tough to work for. He has incredibly high expectations from himself and those around him – unfortunately, this appears to have led to a culture within Tesla that I would not be too happy with as a shareholder.GlassdoorFinancialsTesla’s financial profile over the last few years is something of a turnaround story, starting with their balance sheet. Back in 2018, the company had almost 3x as much debt as they had cash. Fast-forward to 2021, and that has completed flipped, with cash now representing more than 3x their debt. This has been driven by the company's ability to ramp up sales and bring in additional cash flow to shore up the balance sheet, as well as raising funds through additional share offerings. The bankruptcy risk to Tesla around 2018 was well documented, but clearly now it is a company in an extremely robust financial position that will serve it will for the future.Tesla SEC Filings / ExcelRevenue growth has been lumpy over this period, at times impacted by the needed ramp up of its production facilities as well as the impact of lockdowns during the pandemic – but 2021 saw revenue absolutely soar as the world opened up again, and consumer spending took off like a rocket.Margins and cash flow for this business are impressive, whichever way you look at it. The EBIT margin has seen astounding expansion for such a capital-intensive business, and similarly the ~$11.5 billion in operating cash flow in 2021 is incredibly strong. It makes you wonder how a business goes from the brink of bankruptcy to a cash generating machine in just a few years.ValuationAs with all high growth, innovative companies, valuation is tough – and for a company who believe their future products to be life changing, it is even more difficult. I believe that my approach will give me an idea about whether Tesla is insanely overvalued or undervalued, but valuation is the final thing I look at - the quality of the business itself is far more important in the long run.Tesla SEC Filings / ExcelMy model assumes revenue growth of 50% for 2022, following Tesla's guidance of 50% YoY growth in vehicle deliveries driven by the continued strong demand and production ramp up despite the continued issues in Shanghai. I have then assumed a slowdown in revenue growth through to 2026. It’s perfectly reasonable to think that this is too conservative, however I would always prefer to be too conservative rather than too optimistic.I have also assumed a gradual margin expansion as Tesla continues to benefit from its scale, and those investments in vertically integrated aspects of its business start to play out.I assumed that shares outstanding will increase by 5% annually through to 2026. Tesla has a history of diluting shareholders, however I still think that this assumption is prudent – as Tesla continues to produce more cash, I doubt it will continue to dilute shareholders at a dramatic rate.Finally, I’ve chosen a wide range of EV / FCF multiples for the low, medium, and high scenario. This represents my own uncertainty about the future of Tesla, the fact that it is priced for a lot of success, but also the fact that it could see success that is far beyond my imagination.Put this all together, and my mid-range scenario implies an 11% CAGR of Tesla shares from today through to 2026.RisksThere are a number of potential risks for Tesla, as my fellow Seeking Alpha highlights in this detailed article. I do think the approach is very \"glass half empty,\" but it is useful for potential shareholders to familiarize themselves with these risks.In my eyes, there are a couple of main risks. First is competition – EVs are growing in popularity, and there are a number of new EV-specialist car manufacturers as well as the incumbents who are all coming to do battle with Tesla. Clearly, Tesla has a huge head start, but shareholders should keep an eye on any competitors who appear to be closing this gap.The second risk primarily relates to China. Clearly there are geopolitical risks, and China is also one of the most competitive markets for electric vehicles – and, it’s likely to grow and be the largest. If Tesla is impacted by geopolitics, then it could suffer greatly. Just take a look at the below table of car sales over the past few years to see the impact that China is having on Tesla’s business, with its growth outpacing the US and Other substantially.Tesla 2021 Annual ReportThe final risk is that of a recession, which could certainly be looming. Whilst I think Tesla does benefit from secular tailwinds, I would not be surprised to see consumers cut back on spending for new, somewhat luxury cars - and I'd expect the automotive industry to be hit particularly hard.SummaryAn investment in Tesla is certainly not for the faint hearted, and I want to highlight that my current view on Tesla is a tentative buy rating. I wouldn’t be surprised to hear either of the following statements in 2030:“Remember when we used to drive cars? The fact that we’ve got these Tesla robotaxis is crazy when you think about it, they’ve taken over the world!”Or“Tesla sure was overhyped. They really struggled in China, and in the end they ended up just being a car company – despite what I’d seen on Reddit, poor Elon.”Personally, I believe that Tesla does have a bright future – even if I can’t predict it with much certainty, there are so many tailwinds driving this brilliant company forward. The share price today offers a much more attractive risk / reward profile, and that I why I would be happy to add this ground-breaking company to my investment portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066141079,"gmtCreate":1651881267591,"gmtModify":1676534988266,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066141079","repostId":"2233939112","repostType":4,"repost":{"id":"2233939112","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":1651879296,"share":"https://ttm.financial/m/news/2233939112?lang=&edition=fundamental","pubTime":"2022-05-07 07:21","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Down on Fears Inflation Will Force Tougher Fed Tightening","url":"https://stock-news.laohu8.com/highlight/detail?id=2233939112","media":"Reuters","summary":"Wall Street's main indexes extended losses on Friday as investors worried that the Federal Reserve w","content":"<html><head></head><body><p>Wall Street&#39;s main indexes extended losses on Friday as investors worried that the Federal Reserve will need to be more aggressive than expected in raising interest rates to combat inflation.</p><p>The tech-heavy Nasdaq registered its lowest close since 2020, notching a fifth straight weekly loss, its longest losing streak since the fourth quarter of 2012. The S&amp;P 500 also posted its fifth straight weekly loss, its longest string of weekly losses since the second quarter of 2011.</p><p>&#34;Ninety-five percent of the driver of the market right now is long-term interest rates,&#34; said Jay Hatfield, founder and chief executive of Infrastructure Capital Management in New York.</p><p>The Labor Department presented stronger-than-expected jobs data with nonfarm payrolls increasing by 428,000 jobs in April, versus expectations of 391,000 job additions, underscoring the economy&#39;s strong fundamentals despite a contraction in gross domestic product in the first quarter.</p><p>The unemployment rate remained unchanged at 3.6% in the month, while average hourly earnings increased 0.3% against a forecast of a 0.4% rise.</p><p>Nine of the 11 major S&amp;P sectors declined. Energy had a 2.9% gain as oil prices climbed on supply concerns.</p><p>&#34;Oil is up again, continuing the inflationary worries that we are seeing and energy is bucking the trend of a very weak market. But the higher natural gas and crude oil prices have been tailwinds for the energy sector this year,&#34; said Ryan Detrick, chief market strategist for LPL Financial.</p><p>Megacap growth stocks slipped, with a few exceptions including Apple Inc, which rose 0.5%. Wells Fargo &amp; Co declined 0.5% to lead losses among big banks.</p><p>The Dow Jones Industrial Average    fell 98.6 points, or 0.3%, to 32,899.37, the S&amp;P 500    lost 23.53 points, or 0.57%, to 4,123.34 and the Nasdaq Composite    dropped 173.03 points, or 1.4%, to 12,144.66.</p><p>Most traders are expecting a 75 basis-point hike at the U.S. central bank&#39;s June meeting, despite Fed chief Jerome Powell&#39;s ruling that out.</p><p>All eyes are on the monthly consumer price index inflation report on Wednesday, as investors seek clues to whether the economy is nearing a peak in inflation.</p><p>Under Armour Inc slumped 23.8% after the sportswear maker forecast downbeat fiscal 2023 profit. Shares of rival Nike Inc also slipped.</p><p>Coinbase Global Inc dropped 9% on Friday to the lowest level since the cryptocurrency exchange&#39;s 2021 stock market debut.</p><p>Volume on U.S. exchanges was 13.49 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.49-to-1 ratio; on Nasdaq, a 3.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and 63 new lows; the Nasdaq Composite recorded 15 new highs and 799 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Down on Fears Inflation Will Force Tougher Fed Tightening</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Down on Fears Inflation Will Force Tougher Fed Tightening\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-07 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street&#39;s main indexes extended losses on Friday as investors worried that the Federal Reserve will need to be more aggressive than expected in raising interest rates to combat inflation.</p><p>The tech-heavy Nasdaq registered its lowest close since 2020, notching a fifth straight weekly loss, its longest losing streak since the fourth quarter of 2012. The S&amp;P 500 also posted its fifth straight weekly loss, its longest string of weekly losses since the second quarter of 2011.</p><p>&#34;Ninety-five percent of the driver of the market right now is long-term interest rates,&#34; said Jay Hatfield, founder and chief executive of Infrastructure Capital Management in New York.</p><p>The Labor Department presented stronger-than-expected jobs data with nonfarm payrolls increasing by 428,000 jobs in April, versus expectations of 391,000 job additions, underscoring the economy&#39;s strong fundamentals despite a contraction in gross domestic product in the first quarter.</p><p>The unemployment rate remained unchanged at 3.6% in the month, while average hourly earnings increased 0.3% against a forecast of a 0.4% rise.</p><p>Nine of the 11 major S&amp;P sectors declined. Energy had a 2.9% gain as oil prices climbed on supply concerns.</p><p>&#34;Oil is up again, continuing the inflationary worries that we are seeing and energy is bucking the trend of a very weak market. But the higher natural gas and crude oil prices have been tailwinds for the energy sector this year,&#34; said Ryan Detrick, chief market strategist for LPL Financial.</p><p>Megacap growth stocks slipped, with a few exceptions including Apple Inc, which rose 0.5%. Wells Fargo &amp; Co declined 0.5% to lead losses among big banks.</p><p>The Dow Jones Industrial Average    fell 98.6 points, or 0.3%, to 32,899.37, the S&amp;P 500    lost 23.53 points, or 0.57%, to 4,123.34 and the Nasdaq Composite    dropped 173.03 points, or 1.4%, to 12,144.66.</p><p>Most traders are expecting a 75 basis-point hike at the U.S. central bank&#39;s June meeting, despite Fed chief Jerome Powell&#39;s ruling that out.</p><p>All eyes are on the monthly consumer price index inflation report on Wednesday, as investors seek clues to whether the economy is nearing a peak in inflation.</p><p>Under Armour Inc slumped 23.8% after the sportswear maker forecast downbeat fiscal 2023 profit. Shares of rival Nike Inc also slipped.</p><p>Coinbase Global Inc dropped 9% on Friday to the lowest level since the cryptocurrency exchange&#39;s 2021 stock market debut.</p><p>Volume on U.S. exchanges was 13.49 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.49-to-1 ratio; on Nasdaq, a 3.04-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and 63 new lows; the Nasdaq Composite recorded 15 new highs and 799 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","LABP":"Landos Biopharma, Inc.","BK4550":"红杉资本持仓","DOG":"道指反向ETF",".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","BK4196":"保健护理服务","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","BK4139":"生物科技","BK4559":"巴菲特持仓","DJX":"1/100道琼斯","SQQQ":"纳指三倍做空ETF","BK4007":"制药","DXD":"道指两倍做空ETF","BK4082":"医疗保健设备","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","LHDX":"Lucira Health, Inc.","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","APR":"Apria, Inc.","SANA":"Sana Biotechnology, Inc.","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","CGEM":"Cullinan Therapeutics","TQQQ":"纳指三倍做多ETF","BK4504":"桥水持仓","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233939112","content_text":"Wall Street's main indexes extended losses on Friday as investors worried that the Federal Reserve will need to be more aggressive than expected in raising interest rates to combat inflation.The tech-heavy Nasdaq registered its lowest close since 2020, notching a fifth straight weekly loss, its longest losing streak since the fourth quarter of 2012. The S&P 500 also posted its fifth straight weekly loss, its longest string of weekly losses since the second quarter of 2011.\"Ninety-five percent of the driver of the market right now is long-term interest rates,\" said Jay Hatfield, founder and chief executive of Infrastructure Capital Management in New York.The Labor Department presented stronger-than-expected jobs data with nonfarm payrolls increasing by 428,000 jobs in April, versus expectations of 391,000 job additions, underscoring the economy's strong fundamentals despite a contraction in gross domestic product in the first quarter.The unemployment rate remained unchanged at 3.6% in the month, while average hourly earnings increased 0.3% against a forecast of a 0.4% rise.Nine of the 11 major S&P sectors declined. Energy had a 2.9% gain as oil prices climbed on supply concerns.\"Oil is up again, continuing the inflationary worries that we are seeing and energy is bucking the trend of a very weak market. But the higher natural gas and crude oil prices have been tailwinds for the energy sector this year,\" said Ryan Detrick, chief market strategist for LPL Financial.Megacap growth stocks slipped, with a few exceptions including Apple Inc, which rose 0.5%. Wells Fargo & Co declined 0.5% to lead losses among big banks.The Dow Jones Industrial Average    fell 98.6 points, or 0.3%, to 32,899.37, the S&P 500    lost 23.53 points, or 0.57%, to 4,123.34 and the Nasdaq Composite    dropped 173.03 points, or 1.4%, to 12,144.66.Most traders are expecting a 75 basis-point hike at the U.S. central bank's June meeting, despite Fed chief Jerome Powell's ruling that out.All eyes are on the monthly consumer price index inflation report on Wednesday, as investors seek clues to whether the economy is nearing a peak in inflation.Under Armour Inc slumped 23.8% after the sportswear maker forecast downbeat fiscal 2023 profit. Shares of rival Nike Inc also slipped.Coinbase Global Inc dropped 9% on Friday to the lowest level since the cryptocurrency exchange's 2021 stock market debut.Volume on U.S. exchanges was 13.49 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 2.49-to-1 ratio; on Nasdaq, a 3.04-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 63 new lows; the Nasdaq Composite recorded 15 new highs and 799 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991331424,"gmtCreate":1660780570470,"gmtModify":1676536396880,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991331424","repostId":"1121666838","repostType":4,"repost":{"id":"1121666838","pubTimestamp":1660748537,"share":"https://ttm.financial/m/news/1121666838?lang=&edition=fundamental","pubTime":"2022-08-17 23:02","market":"us","language":"en","title":"Largest Bitcoin Miners Lost Over $1 Billion During Crypto Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1121666838","media":"Bloomberg","summary":"Top three US publicly-traded miners hit by impairment chargesCompanies turn to more debt, sales of m","content":"<html><head></head><body><ul><li>Top three US publicly-traded miners hit by impairment charges</li><li>Companies turn to more debt, sales of machines for liquidity</li></ul><p>The three-largest US publicly traded Bitcoin mining companies lost more than $1 billion in the second quarter after taking a series of impairment charges spurred by the collapse of cryptocurrency prices.</p><p>Core Scientific Inc.,Marathon Digital Holdings Inc.and Riot Blockchain Inc. posted net losses of $862 million, $192 million and $366 million, respectively, in the three months ended June 30, recent quarterly earnings reports show. Other significant miners such asBitfarms Ltd.andGreenidge Generation Holdings Inc., which reported results Monday, were also forced to write down the value of their holdings in the wake of the almost 60% drop in the price of Bitcoin during the quarter.</p><p>While the shares of crypto-mining companies have enjoyed a respite in recent weeks, they are still deep in the red this year. The miners had to shift from their Bitcoin-hoarding positions and sell coins as they struggled to repay debt and cover operational costs in the recent quarter. That continued into the third quarter.</p><p>“Public miners are still dumping their Bitcoin holdings at a higher rate than their production rate,” Jarand Mellerud, an analyst at Arcane Crypto, wrote in a research note. “Public miners sold 6,200 coins in July, making July the second highest BTC selling month in 2022.”</p><p>The miners weren’t the only industry participants to take significant hits last quarter.Coinbase Global Inc.,the largest US crypto exchange, registered a $1.1 billion loss, whileMicroStrategy Inc.also had a net loss of more than $1 billion.</p><p><img src=\"https://static.tigerbbs.com/44b2c1fa3cfe323160b0ef0dc58a4876\" tg-width=\"649\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/></p><p>Top public miners sold 14,600 coins in June whereas they produced 3,900, Mellerud said. Core Scientific sold nearly 80% of its coins to cover operational costs and fund expansion in June. Bitfarms sold nearly half of its holdings to pay down a $100 million loan in the same month.</p><p>The miners are raising more debt and sell their holdings and mining rigs to stay afloat. Marathonaddedan additional $100 million term loan with crypto-friendly bank Silvergate Capital Corp., while refinancing its existing $100 million line of credit in July. The miner also sold its mining rigs for $58 million. Core Scientific hasentereda $100 million common stock purchase agreement with B. Riley Principal Capital II.</p><p>TheUS Securities and Exchange Commissionhas told public companies with large Bitcoin holdings on their balance sheets they can’t strip out the price swings while disclosing results. The losses aren’t realized unless there is an actual sale of the tokens.</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>Largest Bitcoin Miners Lost Over $1 Billion During Crypto Crash</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\">\nLargest Bitcoin Miners Lost Over $1 Billion During Crypto Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 23:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-16/largest-bitcoin-miners-lost-over-1-billion-during-crypto-crash?srnd=cryptocurrencies-v2><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top three US publicly-traded miners hit by impairment chargesCompanies turn to more debt, sales of machines for liquidityThe three-largest US publicly traded Bitcoin mining companies lost more than $1...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-16/largest-bitcoin-miners-lost-over-1-billion-during-crypto-crash?srnd=cryptocurrencies-v2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIOT":"Riot Platforms","CORZ":"Core Scientific, Inc.","MARA":"Marathon Digital Holdings Inc"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-16/largest-bitcoin-miners-lost-over-1-billion-during-crypto-crash?srnd=cryptocurrencies-v2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121666838","content_text":"Top three US publicly-traded miners hit by impairment chargesCompanies turn to more debt, sales of machines for liquidityThe three-largest US publicly traded Bitcoin mining companies lost more than $1 billion in the second quarter after taking a series of impairment charges spurred by the collapse of cryptocurrency prices.Core Scientific Inc.,Marathon Digital Holdings Inc.and Riot Blockchain Inc. posted net losses of $862 million, $192 million and $366 million, respectively, in the three months ended June 30, recent quarterly earnings reports show. Other significant miners such asBitfarms Ltd.andGreenidge Generation Holdings Inc., which reported results Monday, were also forced to write down the value of their holdings in the wake of the almost 60% drop in the price of Bitcoin during the quarter.While the shares of crypto-mining companies have enjoyed a respite in recent weeks, they are still deep in the red this year. The miners had to shift from their Bitcoin-hoarding positions and sell coins as they struggled to repay debt and cover operational costs in the recent quarter. That continued into the third quarter.“Public miners are still dumping their Bitcoin holdings at a higher rate than their production rate,” Jarand Mellerud, an analyst at Arcane Crypto, wrote in a research note. “Public miners sold 6,200 coins in July, making July the second highest BTC selling month in 2022.”The miners weren’t the only industry participants to take significant hits last quarter.Coinbase Global Inc.,the largest US crypto exchange, registered a $1.1 billion loss, whileMicroStrategy Inc.also had a net loss of more than $1 billion.Top public miners sold 14,600 coins in June whereas they produced 3,900, Mellerud said. Core Scientific sold nearly 80% of its coins to cover operational costs and fund expansion in June. Bitfarms sold nearly half of its holdings to pay down a $100 million loan in the same month.The miners are raising more debt and sell their holdings and mining rigs to stay afloat. Marathonaddedan additional $100 million term loan with crypto-friendly bank Silvergate Capital Corp., while refinancing its existing $100 million line of credit in July. The miner also sold its mining rigs for $58 million. Core Scientific hasentereda $100 million common stock purchase agreement with B. Riley Principal Capital II.TheUS Securities and Exchange Commissionhas told public companies with large Bitcoin holdings on their balance sheets they can’t strip out the price swings while disclosing results. The losses aren’t realized unless there is an actual sale of the tokens.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990748202,"gmtCreate":1660435763808,"gmtModify":1676533468241,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990748202","repostId":"2259720034","repostType":2,"repost":{"id":"2259720034","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":1660351621,"share":"https://ttm.financial/m/news/2259720034?lang=&edition=fundamental","pubTime":"2022-08-13 08:47","market":"us","language":"en","title":"The Market Is Acting Like Peak Inflation Is Over. Not So Fast","url":"https://stock-news.laohu8.com/highlight/detail?id=2259720034","media":"Dow Jones","summary":"Wall Street got a dose of good news this week. It also got a little ahead of itself.Inflation slowed","content":"<html><head></head><body><p>Wall Street got a dose of good news this week. It also got a little ahead of itself.</p><p>Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.</p><p>That news sent the S&amp;P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&amp;P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.</p><p>It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve&#39;s target of 2%, and the Fed is likely to continue tightening until it is under control.</p><p>Even if inflation has peaked, it&#39;s likely to remain stubbornly high. &#34;One good print isn&#39;t going to change the Fed&#39;s modus operandi,&#34; Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron&#39;s. &#34;The last thing they want to do is take the foot off the brake and have inflation come ripping back.&#34;</p><p>There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday&#39;s rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.</p><p>&#34;The more you think tech is going to run, the more you have to think the Fed is going to have to tighten,&#34; says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that&#39;s also seen in other economic data.</p><p>July&#39;s jobs report blew past economists&#39; expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.</p><p>There&#39;s the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.</p><p>It&#39;s tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. &#34;If China&#39;s economy is at six or eight cylinders and commodities are lagging, we&#39;ve got something,&#34; he says. &#34;We&#39;re at one or two cylinders.&#34; Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.</p><p>Given the market&#39;s tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.</p><p>With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.</p><p>Those sectors may also see volatility, but demand won&#39;t dwindle dramatically in a downturn.</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 Market Is Acting Like Peak Inflation Is Over. Not So Fast</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 Market Is Acting Like Peak Inflation Is Over. Not So Fast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-13 08:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street got a dose of good news this week. It also got a little ahead of itself.</p><p>Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.</p><p>That news sent the S&amp;P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&amp;P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.</p><p>It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve&#39;s target of 2%, and the Fed is likely to continue tightening until it is under control.</p><p>Even if inflation has peaked, it&#39;s likely to remain stubbornly high. &#34;One good print isn&#39;t going to change the Fed&#39;s modus operandi,&#34; Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron&#39;s. &#34;The last thing they want to do is take the foot off the brake and have inflation come ripping back.&#34;</p><p>There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday&#39;s rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.</p><p>&#34;The more you think tech is going to run, the more you have to think the Fed is going to have to tighten,&#34; says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that&#39;s also seen in other economic data.</p><p>July&#39;s jobs report blew past economists&#39; expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.</p><p>There&#39;s the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.</p><p>It&#39;s tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. &#34;If China&#39;s economy is at six or eight cylinders and commodities are lagging, we&#39;ve got something,&#34; he says. &#34;We&#39;re at one or two cylinders.&#34; Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.</p><p>Given the market&#39;s tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.</p><p>With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.</p><p>Those sectors may also see volatility, but demand won&#39;t dwindle dramatically in a downturn.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4567":"ESG概念","FAST":"快扣","SKIS":"Peak Resorts, Inc.","BK4104":"贸易公司与经销商"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259720034","content_text":"Wall Street got a dose of good news this week. It also got a little ahead of itself.Inflation slowed in July, according to Department of Labor data released on Wednesday. The consumer price index rose 8.5% in July from a year ago. That was lower than both the 8.7% increase in prices forecast by economists and the 9.1% reading in June.That news sent the S&P 500 index up 2.1% that day and tipped the tech-weighted Nasdaq Composite into a bull market. The S&P closed the week up 3.3%, while the Dow Jones Industrial Average and the Nasdaq gained 2.9% and 3.1%, respectively.It makes sense that investors would celebrate the easing of prices. But it may be too early to pop the Champagne -- inflation standing at 8.5% is still a long way from the Federal Reserve's target of 2%, and the Fed is likely to continue tightening until it is under control.Even if inflation has peaked, it's likely to remain stubbornly high. \"One good print isn't going to change the Fed's modus operandi,\" Richard Bernstein, CEO of Richard Bernstein Advisors, told Barron's. \"The last thing they want to do is take the foot off the brake and have inflation come ripping back.\"There are several reasons to believe that inflation will continue to be sticky -- even if it stays below multidecade highs. That means investors may be in for more market volatility through the end of the year. Wednesday's rally was seen largely in tech names and other more speculative assets like cryptocurrencies -- not what one would expect in a tightening cycle.\"The more you think tech is going to run, the more you have to think the Fed is going to have to tighten,\" says Bernstein, as it indicates a speculative mind-set not consistent with a cooling economy -- one that's also seen in other economic data.July's jobs report blew past economists' expectations and showed that the demand for labor remains robust, which also means that businesses will probably have to continue to pay up to retain and attract workers. No one minds a raise until they realize the inflationary effects of wage increases leave them roughly where they started.There's the fact that some of this apparent cooling comes as several cities in China are under Covid lockdown, meaning that there is less demand coming from the second-largest economy in the world.It's tough to declare victory on commodity inflation with China still implementing its Covid-zero policy, Bernstein warns. \"If China's economy is at six or eight cylinders and commodities are lagging, we've got something,\" he says. \"We're at one or two cylinders.\" Indeed, commodity prices ticked up this past week: Brent crude flirted with $100 a barrel this past week, and copper prices have been marching higher.Given the market's tendency to pull back after rallies in volatile markets, the risk-reward for getting excited about equities now is poor, points out BTIG Chief Market Technician Jonathan Krinsky.With markets likely to be volatile for some time as the effect of interest-rate hikes and inflation works its way through the system, bet on two things: The Fed will continue to be aggressive, and profits will decelerate. Speculative names may be tempting following any dose of good news, but investors will be better off sticking with defensive sectors that offer stable growth, such as consumer staples, utilities, and healthcare.Those sectors may also see volatility, but demand won't dwindle dramatically in a downturn.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041541966,"gmtCreate":1656079425555,"gmtModify":1676535763795,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041541966","repostId":"2245311224","repostType":4,"repost":{"id":"2245311224","pubTimestamp":1656058978,"share":"https://ttm.financial/m/news/2245311224?lang=&edition=fundamental","pubTime":"2022-06-24 16:22","market":"us","language":"en","title":"Is Now A Good Time To Buy Apple Stock As It Dips?","url":"https://stock-news.laohu8.com/highlight/detail?id=2245311224","media":"Seekingalpha","summary":"SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple&#39;s shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.</li><li>A key share price driver for AAPL in the near term will be supply-side headwinds turning out to be less severe than feared, as seen with reduced product lead times.</li><li>Apple is a Buy now, as the stock should command higher valuation multiples with an improvement in profitability over time driven by higher services revenue contribution.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f69d8740cc2bafe8656b09f1d0bcff\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Ivan-balvan/iStock Editorial via Getty Images</span></p><p><b>Elevator Pitch</b></p><p>My investment rating for Apple Inc.&#39;s (NASDAQ:AAPL) shares is a Buy. I did a comparison of Apple and Advanced Micro Devices, Inc. (NASDAQ:AMD) in my previous April 6, 2022, article, and determined that AAPL was the better buy. In this latest update for AAPL, I analyze whether a buying opportunity for Apple has emerged as a result of the pullback in the company&#39;s share price year-to-date in 2022.</p><p>This is a good time to buy Apple&#39;s stock, as the dip in its share price year-to-date has made its valuations more attractive with its forward P/E multiple reverting close to its five-year historical mean. There is room for AAPL&#39;s valuation multiples to expand in tandem with higher profit margins resulting from a superior sales mix tilted towards services.</p><p>AAPL Stock Basics</p><p>Prior to touching on AAPL&#39;s stock price correction, valuations, and outlook, it is relevant to revisit the basics for Apple. In other words, I will be discussing the company&#39;s business model and the investment thesis for the stock in the current section of this article.</p><p>Apple&#39;s business model is to continue expanding the installed base for its flagship hardware device, the iPhone, and cross-sell other hardware products and services to its iPhone users.</p><p>At the company&#39;s earnings call for the first quarter of fiscal 2022 (YE September 30) on January 27, 2022, Apple disclosed that its &#34;installed base of active devices&#34; has set &#34;a new all-time record of 1.8 billion devices.&#34; AAPL updated investors at its Q2 FY 2022 results briefing on April 28, 2022, that the company&#39;s &#34;installed base (of active devices) has continued to grow&#34;, while noting that &#34;the iPhone active installed base reached &#34;a new all-time high.&#34; According to the Business of Apps website&#39;s compilation of data on AAPL, the number of active iPhones (excluding other hardware devices such as iPads) on a worldwide basis had already crossed the 1.2 billion mark by the end of last year.</p><p>The investment thesis for AAPL is closely linked to its business model. Revenue for Apple&#39;s services like the App Store is expected to grow over time in tandem with the increase in the installed base for AAPL&#39;s iPhones and other hardware devices. This should translate into higher profit margins and faster earnings growth for Apple in the medium to long term, as AAPL benefits from a more favorable revenue mix with a rising proportion of sales contribution from higher-margin services.</p><p>The gross profit margin for Apple&#39;s services segment was 72.6% in Q2 FY 2022, which was twice that of the products segment&#39;s gross margin of 36.4% in the same quarter as highlighted at its most recent quarterly investor call. Also, AAPL only derived approximately 20% of its total Q2 FY 2022 revenue from services as per its quarterly earnings press release, so there is room for the company to further optimize its sales mix with a bias towards growing revenue contribution from services at a faster pace.</p><p>In the next section, I focus on Apple&#39;s stock price decline thus far this year.</p><p><b>Why Did Apple Stock Drop?</b></p><p>Apple&#39;s stock price dropped by -25.6% in 2022 thus far, and it underperformed the S&amp;P 500 which was down by -21.0% during the same period.</p><p><b>AAPL&#39;s 2022 Year-to-date Share Price Chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39057828144a7f0bc9c470f048173d9e\" tg-width=\"640\" tg-height=\"221\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>AAPL&#39;s share price weakness is partly attributed to the correction in the broader stock market and technology stocks as a result of investors&#39; worries over higher-than-expected inflation and a potential recession. But there are also company-specific factors that have driven a decline in Apple&#39;s stock price.</p><p>In the past three months, the Q3 FY 2022 consensus earnings per share estimate for Apple has been reduced by -7.5%. Specifically, 25 of the 44 Wall Street analysts covering AAPL&#39;s shares lowered their third-quarter EPS forecasts for the company in the last three months. This is consistent with Apple&#39;s forward-looking management guidance.</p><p>At its Q2 FY 2022 earnings briefing, AAPL had guided for a $4-$8 billion hit to its third-quarter revenue resulting from &#34;COVID-related disruptions (more specifically lockdowns in China) and industry-wide silicon shortages.&#34; The company also highlighted that it expects unfavorable exchange rate fluctuations and the suspension of sales in Russia to impact the YoY growth for its Q3 FY 2022 top line by -3.0 percentage points and -1.5 percentage points, respectively.</p><p>In the next section I touch on whether Apple&#39;s valuations have become more attractive after the year-to-date pull-back in its share price.</p><p><b>Is Apple Stock A Good Value Now?</b></p><p>Following the -25% decline in its stock price thus far this year, Apple&#39;s consensus forward next twelve months&#39; normalized P/E multiple has compressed from its 2022 year-to-date peak of 31.9 times as of January 3, 2022, to 22.0 times as of June 22, as per<i>S&amp;P Capital IQ</i>.</p><p>AAPL is currently trading at 22.0 times forward P/E, which is roughly on par with its five-year mean forward P/E multiple of 21.4 times. When the short-term headwinds (as discussed in the preceding section) eventually ease and the company manages to achieve a more optimal sales mix biased towards higher-margin services in the future, Apple should be able to trade at the high end of its five-year forward P/E valuation range (AAPL&#39;s peak forward P/E multiple in the last five years was 36.6 times) again.</p><p>In conclusion, I think Apple&#39;s stock is good value now, considering its historical valuations and future profitability outlook.</p><p><b>Is Apple Expected To Rise Again?</b></p><p>I am of the opinion that Apple&#39;s stock price is expected to rise again in the short term.</p><p>According to JPMorgan&#39;s (JPM) &#34;Global Product Availability Lead Time Tracker&#34; research report (not publicly available) published on June 19, 2022, the worldwide &#34;lead times in general moderated for Mac and iPads&#34; for the week ended June 17, 2022, which the JPM analysts highlight is &#34;in line with the reopening in China.&#34; Also, JPM&#39;s recent research work found that the current lead times for AAPL&#39;s other products such as the iPhone stayed low at below a week.</p><p>This is consistent with the findings from another bank&#39;s research team. Morgan Stanley (MS) published its North American IT hardware &#34;Monthly Data Tracker&#34; report (not publicly available) on June 22, 2022, which noted that the lead time for the iPad decreased from 15 days as of June 9, 2022, to 14 days as of June 16, 2022. Similarly, the MS analysts&#39; research work suggests that the lead time for the MacBook Pro M1 declined from 62 days to 56 days over the same period.</p><p>In my view, an easing of supply chain constraints as evidenced by the improvement in lead times mentioned above should be a positive re-rating catalyst for Apple in the short term.</p><p><b>What Is The Long-Term Prediction For Apple Stock?</b></p><p>The key aspect of any long-term financial predictions for Apple is the potential improvement in the company&#39;s profitability. As I discussed earlier in this article, a growing percentage of sales derived from higher-margin services should result in an expansion of Apple&#39;s profit margins in the long run. Based on financial projections sourced from<i>S&amp;P Capital IQ</i>, AAPL&#39;s gross profit margin is forecasted to increase from 41.8% in fiscal 2021 to 43.5% by FY 2026.</p><p>The market&#39;s expectations of increased services revenue contribution and improved profitability are reasonable. Apple has been putting in a huge amount of effort to make it easier for the company to cross-sell additional hardware devices and services to its iPhone users as seen with its recent press release.</p><p>On June 6, 2022, Apple revealed the features of its new operating system for the iPhone (iOS16), and also disclosed the introduction of two new laptops.</p><p>In this announcement, AAPL explained that certain &#34;new features for Apple&#39;s Macs and iPads are designed to make it easier to sync with the iPhone.&#34; As an example, the iPhone can be utilized as &#34;a webcam&#34; for &#34;video calls&#34; on Macs going forward, as highlighted in an article published by The Verge on the same day of Apple&#39;s announcement.</p><p>Separately, Apple&#39;s new MacBook Air and MacBook Pro devices will come with Apple&#39;s M2 chip. The company noted in the June 6, 2022, announcement that this is aligned with its goal of &#34;helping people toggle from one Apple device to another.&#34;</p><p>In summary, AAPL is moving in the right direction with new initiatives to enhance integration across the company&#39;s various hardware products, which will increase user switching costs and boost cross-selling efforts (for other hardware devices and services). I predict that this should eventually lead to higher profit margins (consensus FY 2026 gross margin of 43.5%) and an expansion of valuation multiples (current forward P/E multiple of 22.0 times versus five-year P/E of 36.6 times) for Apple.</p><p><b>Is AAPL Stock A Buy, Sell, or Hold?</b></p><p>AAPL stock is a Buy. Apple&#39;s current P/E valuations are undemanding, and there are both short-term catalysts (easing of supply chain constraints) and long-term drivers (profitability improvement) for the company&#39;s shares.</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>Is Now A Good Time To Buy Apple Stock As It Dips?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now A Good Time To Buy Apple Stock As It Dips?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-24 16:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.A key share price ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4519942-is-now-good-time-buy-apple-stock?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A12","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2245311224","content_text":"SummaryApple's shares have lost a quarter of their value year-to-date in 2022, and AAPL now trades at 22.0 times forward P/E, which is close to its five-year historical average.A key share price driver for AAPL in the near term will be supply-side headwinds turning out to be less severe than feared, as seen with reduced product lead times.Apple is a Buy now, as the stock should command higher valuation multiples with an improvement in profitability over time driven by higher services revenue contribution.Ivan-balvan/iStock Editorial via Getty ImagesElevator PitchMy investment rating for Apple Inc.'s (NASDAQ:AAPL) shares is a Buy. I did a comparison of Apple and Advanced Micro Devices, Inc. (NASDAQ:AMD) in my previous April 6, 2022, article, and determined that AAPL was the better buy. In this latest update for AAPL, I analyze whether a buying opportunity for Apple has emerged as a result of the pullback in the company's share price year-to-date in 2022.This is a good time to buy Apple's stock, as the dip in its share price year-to-date has made its valuations more attractive with its forward P/E multiple reverting close to its five-year historical mean. There is room for AAPL's valuation multiples to expand in tandem with higher profit margins resulting from a superior sales mix tilted towards services.AAPL Stock BasicsPrior to touching on AAPL's stock price correction, valuations, and outlook, it is relevant to revisit the basics for Apple. In other words, I will be discussing the company's business model and the investment thesis for the stock in the current section of this article.Apple's business model is to continue expanding the installed base for its flagship hardware device, the iPhone, and cross-sell other hardware products and services to its iPhone users.At the company's earnings call for the first quarter of fiscal 2022 (YE September 30) on January 27, 2022, Apple disclosed that its \"installed base of active devices\" has set \"a new all-time record of 1.8 billion devices.\" AAPL updated investors at its Q2 FY 2022 results briefing on April 28, 2022, that the company's \"installed base (of active devices) has continued to grow\", while noting that \"the iPhone active installed base reached \"a new all-time high.\" According to the Business of Apps website's compilation of data on AAPL, the number of active iPhones (excluding other hardware devices such as iPads) on a worldwide basis had already crossed the 1.2 billion mark by the end of last year.The investment thesis for AAPL is closely linked to its business model. Revenue for Apple's services like the App Store is expected to grow over time in tandem with the increase in the installed base for AAPL's iPhones and other hardware devices. This should translate into higher profit margins and faster earnings growth for Apple in the medium to long term, as AAPL benefits from a more favorable revenue mix with a rising proportion of sales contribution from higher-margin services.The gross profit margin for Apple's services segment was 72.6% in Q2 FY 2022, which was twice that of the products segment's gross margin of 36.4% in the same quarter as highlighted at its most recent quarterly investor call. Also, AAPL only derived approximately 20% of its total Q2 FY 2022 revenue from services as per its quarterly earnings press release, so there is room for the company to further optimize its sales mix with a bias towards growing revenue contribution from services at a faster pace.In the next section, I focus on Apple's stock price decline thus far this year.Why Did Apple Stock Drop?Apple's stock price dropped by -25.6% in 2022 thus far, and it underperformed the S&P 500 which was down by -21.0% during the same period.AAPL's 2022 Year-to-date Share Price ChartSeeking AlphaAAPL's share price weakness is partly attributed to the correction in the broader stock market and technology stocks as a result of investors' worries over higher-than-expected inflation and a potential recession. But there are also company-specific factors that have driven a decline in Apple's stock price.In the past three months, the Q3 FY 2022 consensus earnings per share estimate for Apple has been reduced by -7.5%. Specifically, 25 of the 44 Wall Street analysts covering AAPL's shares lowered their third-quarter EPS forecasts for the company in the last three months. This is consistent with Apple's forward-looking management guidance.At its Q2 FY 2022 earnings briefing, AAPL had guided for a $4-$8 billion hit to its third-quarter revenue resulting from \"COVID-related disruptions (more specifically lockdowns in China) and industry-wide silicon shortages.\" The company also highlighted that it expects unfavorable exchange rate fluctuations and the suspension of sales in Russia to impact the YoY growth for its Q3 FY 2022 top line by -3.0 percentage points and -1.5 percentage points, respectively.In the next section I touch on whether Apple's valuations have become more attractive after the year-to-date pull-back in its share price.Is Apple Stock A Good Value Now?Following the -25% decline in its stock price thus far this year, Apple's consensus forward next twelve months' normalized P/E multiple has compressed from its 2022 year-to-date peak of 31.9 times as of January 3, 2022, to 22.0 times as of June 22, as perS&P Capital IQ.AAPL is currently trading at 22.0 times forward P/E, which is roughly on par with its five-year mean forward P/E multiple of 21.4 times. When the short-term headwinds (as discussed in the preceding section) eventually ease and the company manages to achieve a more optimal sales mix biased towards higher-margin services in the future, Apple should be able to trade at the high end of its five-year forward P/E valuation range (AAPL's peak forward P/E multiple in the last five years was 36.6 times) again.In conclusion, I think Apple's stock is good value now, considering its historical valuations and future profitability outlook.Is Apple Expected To Rise Again?I am of the opinion that Apple's stock price is expected to rise again in the short term.According to JPMorgan's (JPM) \"Global Product Availability Lead Time Tracker\" research report (not publicly available) published on June 19, 2022, the worldwide \"lead times in general moderated for Mac and iPads\" for the week ended June 17, 2022, which the JPM analysts highlight is \"in line with the reopening in China.\" Also, JPM's recent research work found that the current lead times for AAPL's other products such as the iPhone stayed low at below a week.This is consistent with the findings from another bank's research team. Morgan Stanley (MS) published its North American IT hardware \"Monthly Data Tracker\" report (not publicly available) on June 22, 2022, which noted that the lead time for the iPad decreased from 15 days as of June 9, 2022, to 14 days as of June 16, 2022. Similarly, the MS analysts' research work suggests that the lead time for the MacBook Pro M1 declined from 62 days to 56 days over the same period.In my view, an easing of supply chain constraints as evidenced by the improvement in lead times mentioned above should be a positive re-rating catalyst for Apple in the short term.What Is The Long-Term Prediction For Apple Stock?The key aspect of any long-term financial predictions for Apple is the potential improvement in the company's profitability. As I discussed earlier in this article, a growing percentage of sales derived from higher-margin services should result in an expansion of Apple's profit margins in the long run. Based on financial projections sourced fromS&P Capital IQ, AAPL's gross profit margin is forecasted to increase from 41.8% in fiscal 2021 to 43.5% by FY 2026.The market's expectations of increased services revenue contribution and improved profitability are reasonable. Apple has been putting in a huge amount of effort to make it easier for the company to cross-sell additional hardware devices and services to its iPhone users as seen with its recent press release.On June 6, 2022, Apple revealed the features of its new operating system for the iPhone (iOS16), and also disclosed the introduction of two new laptops.In this announcement, AAPL explained that certain \"new features for Apple's Macs and iPads are designed to make it easier to sync with the iPhone.\" As an example, the iPhone can be utilized as \"a webcam\" for \"video calls\" on Macs going forward, as highlighted in an article published by The Verge on the same day of Apple's announcement.Separately, Apple's new MacBook Air and MacBook Pro devices will come with Apple's M2 chip. The company noted in the June 6, 2022, announcement that this is aligned with its goal of \"helping people toggle from one Apple device to another.\"In summary, AAPL is moving in the right direction with new initiatives to enhance integration across the company's various hardware products, which will increase user switching costs and boost cross-selling efforts (for other hardware devices and services). I predict that this should eventually lead to higher profit margins (consensus FY 2026 gross margin of 43.5%) and an expansion of valuation multiples (current forward P/E multiple of 22.0 times versus five-year P/E of 36.6 times) for Apple.Is AAPL Stock A Buy, Sell, or Hold?AAPL stock is a Buy. Apple's current P/E valuations are undemanding, and there are both short-term catalysts (easing of supply chain constraints) and long-term drivers (profitability improvement) for the company's shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056595484,"gmtCreate":1655041336848,"gmtModify":1676535551645,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Grin]&nbsp;","listText":"[Grin]&nbsp;","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056595484","repostId":"2242306965","repostType":4,"repost":{"id":"2242306965","pubTimestamp":1655005845,"share":"https://ttm.financial/m/news/2242306965?lang=&edition=fundamental","pubTime":"2022-06-12 11:50","market":"us","language":"en","title":"Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306965","media":"Seekingalpha","summary":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.","content":"<html><head></head><body><h2><b>Investment Thesis</b></h2><p>Since our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.</p><p>However, if we were to split up China&#39;s unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA&#39;s recovery is almost certain, given its good execution in FQ4&#39;22. That would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&amp;P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.</p><p>Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.</p><h2>BABA Closed Off FY2022 Beautifully Despite Macro Issues</h2><p><b>BABA Revenue and Gross Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0bddd3fb20de09e66cd1e37175083889\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In FQ4&#39;22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company&#39;s declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China&#39;s Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.</p><p><b>BABA Revenue By Segment</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5beecf897ef22504ee5d40ec234fb7c9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>It is evident that BABA&#39;s e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.</p><p><b>BABA Net Income and Net Income Margin</b></p><p></p><p><img src=\"https://static.tigerbbs.com/5dc8d3c27a586f36ff581a18d27e41c7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA&#39;s net income also grew from -$0.82B in FQ4&#39;21 to $0.45B in FQ4&#39;22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.</p><p><b>BABA Cash/ Equivalents, FCF, and FCF Margins</b></p><p></p><p><img src=\"https://static.tigerbbs.com/4595749199296e7f0bad57afe634ddd0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Nonetheless, it is also apparent that the generation of BABA&#39;s previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1&#39;23 onwards.</p><p><b>BABA Operating Expense</b></p><p></p><p><img src=\"https://static.tigerbbs.com/e09cc638b935d072afe2e931e33e1995\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Given BABA&#39;s continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4&#39;22, where the company spent $7.19B in its operating expenses in FQ4&#39;22, representing a 25% decrease QoQ in R&amp;D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA&#39;s capabilities in improving its profitability moving forward.</p><p><b>BABA Projected Revenue and Net Income</b></p><p></p><p><img src=\"https://static.tigerbbs.com/eab3c1f73050159ba48c5b0ef34aaaef\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Since our previous analysis in May 2022, BABA&#39;s revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government&#39;s intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA&#39;s projected revenue and net income growth moving forward. We shall see.</p><h2><b>So, Is BABA Stock A Buy, Sell, Or Hold?</b></h2><p><b>BABA 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/30d659fd1b639f4a0b0ba027100df036\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>BABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.</p><p><b>BABA 5Y Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/b57cbc8c4a7a3a3577e51256f83f2e97\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Nonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.</p><p>Therefore, it is not too late to back up the truck and load up on BABA now.</p><p>Therefore, we <i>rate BABA stock as a Buy.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: Fear Of Missing Out? Do Not Miss The Boat Again</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: Fear Of Missing Out? Do Not Miss The Boat Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-12 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517691-alibaba-fomo-do-not-miss-boat-again\">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/4517691-alibaba-fomo-do-not-miss-boat-again","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306965","content_text":"Investment ThesisSince our last analysis, Alibaba Group Holding Limited (NYSE:BABA) has risen by 18.59%, from $92.67 on 17 May 2022 to $109.90 on 9 June 2022. It is evident that the recovery has been swift, given the multiple positive tailwinds in its direction. However, with the shaky Chinese stock market, it is uncertain if the gains could hold and trigger a bull run for BABA.However, if we were to split up China's unrelenting COVID-19 strategies and the potential easing of big tech punishment, BABA's recovery is almost certain, given its good execution in FQ4'22. That would be one highly welcomed news, given how dreary the stock market looks right now, given that BABA had recovered 28.04% of its value in the past month compared to S&P 500 Index at 0.42%. Opportune investors would be well advised to take advantage of the current bear market to add more undervalued stocks to their portfolios, since it is entirely possible that the time of maximum pain is over.Nevertheless, investors hoping for the revival of ANT IPO would definitely be disappointed, since the Chinese government denied the news report, leading to a -8.13% stock decline from $119.62 on 8 June 2022.BABA Closed Off FY2022 Beautifully Despite Macro IssuesBABA Revenue and Gross IncomeS&P Capital IQIn FQ4'22, BABA reported revenues of $32.18B, representing excellent YoY growth of 12.51%, despite the enforced lockdowns in multiple Chinese cities. Though the company's declining gross margins may worry some investors, we could attribute it partly to the inflation caused by global supply chain issues and China's Zero Covid Policy and reinvestments into its businesses, and therefore, temporary.BABA Revenue By SegmentS&P Capital IQIt is evident that BABA's e-commerce segment continues to be the revenue driver, with 13.1% YoY growth while accounting for the majority of its revenue at 86.6%. Its cloud segment also reported remarkable growth with an increase of 16.7% increase YoY, despite the impact of COVID restrictions and reduced demand from the tech industry.BABA Net Income and Net Income MarginS&P Capital IQBABA's net income also grew from -$0.82B in FQ4'21 to $0.45B in FQ4'22, thereby improving its net income margins YoY from -2.9% to 2.8%, respectively.BABA Cash/ Equivalents, FCF, and FCF MarginsS&P Capital IQNonetheless, it is also apparent that the generation of BABA's previously robust free cash flows is declining, given the decreasing profitability and its payment towards the Anti-monopoly fine at approximately $1.36B. However, since the latter represents the final payment towards the Chinese government, we may expect improved FCF from FQ1'23 onwards.BABA Operating ExpenseS&P Capital IQGiven BABA's continuous efforts to improve its operating efficiencies by cutting jobs in March 2022 and enhancing its logistical costs, we may also see improved operating margins moving ahead. We can see hints of these improvements in FQ4'22, where the company spent $7.19B in its operating expenses in FQ4'22, representing a 25% decrease QoQ in R&D, Selling/Marketing, and General/Administrative expenses. Assuming that BABA continues on this cost reduction path, we are confident of BABA's capabilities in improving its profitability moving forward.BABA Projected Revenue and Net IncomeS&P Capital IQSince our previous analysis in May 2022, BABA's revenue growth has been upgraded from a CAGR of 7.09% to 9.33%, though its net income is projected to grow even faster from a CAGR of 38.94% to 56.53%. For FY2023, consensus estimates also upgraded its revenue growth to 3.62% YoY, thereby underlining their optimistic view on the recovery of BABA stock and the overall Chinese market. Assuming the stabilization of the Chinese economy as per the government's intention with a GDP target of 5.5%, we could potentially see an upwards rerating of BABA's projected revenue and net income growth moving forward. We shall see.So, Is BABA Stock A Buy, Sell, Or Hold?BABA 5Y EV/Revenue and P/E ValuationsS&P Capital IQBABA is currently trading at an EV/NTM Revenue of 1.92x and NTM P/E of 14.73x, lower than its 5Y mean of 6.29x and 25.10x, respectively. The stock is also trading at $109.90, down 52.4% from its 52 weeks high of $230.89, though already at a 49.9% premium from its 52 weeks low of $73.28.BABA 5Y Stock PriceSeeking AlphaNonetheless, given the consensus estimates price target of $170.89 for BABA, investors who add now would still have a 55.5% upside from current prices. It is also evident from the chart that its pre-pandemic prices stand at $170s before rallying to over $300 during the ANT IPO hype.Therefore, it is not too late to back up the truck and load up on BABA now.Therefore, we rate BABA stock as a Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023826248,"gmtCreate":1652910999684,"gmtModify":1676535184030,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023826248","repostId":"1142044909","repostType":4,"repost":{"id":"1142044909","pubTimestamp":1652887633,"share":"https://ttm.financial/m/news/1142044909?lang=&edition=fundamental","pubTime":"2022-05-18 23:27","market":"us","language":"en","title":"The Twitter-Tesla Downturn Is Merely The Start","url":"https://stock-news.laohu8.com/highlight/detail?id=1142044909","media":"Seeking Alpha","summary":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ","content":"<html><head></head><body><p>Summary</p><ul><li>Tesla&#39;s stock has suffered as a result of Elon Musk&#39;s planned Twitter acquisition and the potential for stock stales.</li><li>Tesla has also been caught up with the overall tech stock sell-off, there&#39;s a cost to be viewed as a tech company.</li><li>Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.</li><li>We see Tesla as grossly overvalued and more likely to underperform from the market downturn.</li></ul><p>Tesla&#39;s (NASDAQ:TSLA) stock has suffered recently with the company&#39;s market cap dropping to less than $900 billion, after pressure from Elon Musk&#39;s Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we&#39;ll see, Tesla still remains significantly overvalued.</p><p>Tesla Volume Ramp</p><p>Tesla&#39;s ability to continue succeeding is based on ramping volume and succeeding with new models.</p><p><img src=\"https://static.tigerbbs.com/2f7055187c8a6996ce847e2854565136\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Volume Ramp - Tesla Investor Presentation</p><p>The company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it&#39;s worth noting that the company&#39;s factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.</p><p>An example of this can be seen on Tesla&#39;s website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company&#39;s backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.</p><p>With competition increasing significantly, we view Tesla&#39;s volume ramp as slowing down. It&#39;s telling that the company doesn&#39;t have any new factories planned for its Model 3/S/X.</p><p>Tesla Energy Storage/Alternatives</p><p>Tesla has numerous alternative businesses including energy storage and other alternative businesses.</p><p><img src=\"https://static.tigerbbs.com/c143000d4559bfef8336756f8721db1d\" tg-width=\"640\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Alternative Businesses - Tesla Investor Presentation</p><p>The company&#39;s energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.</p><p>That means that as long as there&#39;s volume demand for the company&#39;s cars, the company&#39;s energy storage will take a back seat. Second is the company&#39;s solar business. We&#39;ve discussed this before, but this business is negligible. It&#39;s decreasing in size, has a single-digit market share and no competitive advantage.</p><p>Tesla Insurance</p><p>Another development for Tesla is the company&#39;s announcement that it&#39;s launching an insurance business.</p><p><img src=\"https://static.tigerbbs.com/50de3780f98ffea0bd1f72d3395fe103\" tg-width=\"900\" tg-height=\"684\" referrerpolicy=\"no-referrer\"/></p><p>Insurance Underwriting Results - PMR Law</p><p>Insurance isn&#39;t a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.</p><p>The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won&#39;t reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.</p><p>Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don&#39;t expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.</p><p>(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can&#39;t offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.</p><p>(2) Reputation. It&#39;s no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.</p><p>Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.</p><p>(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company&#39;s future shareholder returns.</p><p>Tesla and Tech, A Unique Downside</p><p>We want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a &gt;10% market share in California versus a 2% market share in the United States. It&#39;s well known in the hub of the technology industry how popular the company&#39;s cars are.</p><p>However, we see this as a unique potential downside for Tesla. The company&#39;s cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company&#39;s cheapest car is more expensive.</p><p>More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla&#39;s unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company&#39;s products, especially higher end products.</p><p>Tesla Isn&#39;t Recession Proof</p><p>Tesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.</p><p>Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn&#39;t mean that they&#39;re making a profit. Tesla hasn&#39;t actually had to face a market downturn yet.</p><p>We expect there are two factors here that will again make Tesla less likely to survive a recession.</p><p>(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.</p><p>(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it&#39;s planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.</p><p><b>Thesis Risk</b></p><p>The largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company&#39;s competitors have struggled to compete. There&#39;s no guarantee that the company can&#39;t continue increasing market share and returns.</p><p>Conclusion</p><p>Tesla is now 40% below its 52-week highs. The company&#39;s weakness was exacerbated by Elon Musk&#39;s ownership and his pledging of the company&#39;s stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.</p><p>The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers&#39; vehicles such as Toyota&#39;s RAV4. We also view the company&#39;s position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.</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 Twitter-Tesla Downturn Is Merely The Start</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 Twitter-Tesla Downturn Is Merely The Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/article/4512479-twitter-tesla-downturn-is-merely-start","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142044909","content_text":"SummaryTesla's stock has suffered as a result of Elon Musk's planned Twitter acquisition and the potential for stock stales.Tesla has also been caught up with the overall tech stock sell-off, there's a cost to be viewed as a tech company.Tesla has the risk of being popular among popular tech workers, which have suffered more heavily than other market workers.We see Tesla as grossly overvalued and more likely to underperform from the market downturn.Tesla's (NASDAQ:TSLA) stock has suffered recently with the company's market cap dropping to less than $900 billion, after pressure from Elon Musk's Twitter (TWTR)investment and potential stock sales. Investors might be fooled into thinking that this short-term downturn from stock sales represents an investment opportunity, however, as we'll see, Tesla still remains significantly overvalued.Tesla Volume RampTesla's ability to continue succeeding is based on ramping volume and succeeding with new models.Tesla Volume Ramp - Tesla Investor PresentationThe company has been ramping up volume although its Shanghai factory has suffered from COVID-19 volatility. However, it's worth noting that the company's factories and focused capacity for the Model S/X/3 are effectively done. The company could ramp up the Model Y or other future projects, however, it shows the company sees demand for other vehicles as peaked.An example of this can be seen on Tesla's website. The cheapest Model 3 has an estimated delivery date of Aug-Nov 2022. The top end has a Jun-Aug 2022 delivery date. The top end Model Y is Jul-Sep 2022. The company's backlog has decreased substantially from its prior backlogs, and especially with the potential for a weaker market, we see that weakness continuing.With competition increasing significantly, we view Tesla's volume ramp as slowing down. It's telling that the company doesn't have any new factories planned for its Model 3/S/X.Tesla Energy Storage/AlternativesTesla has numerous alternative businesses including energy storage and other alternative businesses.Tesla Alternative Businesses - Tesla Investor PresentationThe company's energy storage business is the bright spot in its alternatives business. The company has seen deployments increase 90% YoY. However, the company does have some risks to the business here. First, energy storage is a worse use of capital from a profit perspective versus building cars. Tesla itself has admitted that before.That means that as long as there's volume demand for the company's cars, the company's energy storage will take a back seat. Second is the company's solar business. We've discussed this before, but this business is negligible. It's decreasing in size, has a single-digit market share and no competitive advantage.Tesla InsuranceAnother development for Tesla is the company's announcement that it's launching an insurance business.Insurance Underwriting Results - PMR LawInsurance isn't a high profit margin business. It relies on the generation of the float and the potential investments of the float to generate returns. A substantial insurance business can take advantage of a continuous float to invest and generate long-term returns without a significant negative impact to that float.The takeaway here is that insurance companies operate off of scale. Travelers is the 10th largest insurance company in the world, insures more than 2 million vehicles. Even with 100% of U.S. Tesla owners getting insurance through Tesla, the company won't reach that number. More so, even if it did, the insurance business would only be valued at a few billion $ based on peers.Warren Buffett whose Berkshire Hathaway owns GEICOrecently commented they don't expect Tesla to outperform here, given their data is mostly the same as the current insurers. Here, we believe the opposite is true. Not only will Tesla not outperform but the company could lose money or, in the event of a mistake, hurt a brand. We see three unique downsides for the company.(1) Multi-line discount. Most major insurers offer to bundle home insurance with multiple cars, home insurance, umbrella insurance, etc. Tesla can't offer those discounts to customers meaning that offering competitively priced insurance will be more difficult.(2) Reputation. It's no secret that Americans hate their insurance providers. Unfortunately, the premise of maximizing profits for the insurer is different from maximizing profits for the insuree. And oftentimes those competing interests come to clash at a tough time. Tesla will need to outperform its customers because of the reputational risk.Someone who has a bad experience with Tesla insurance might leave Tesla overall. No one buys a different car because they dislike Progressive.(3) Start Up Cost. Insurance is a crowded market without a high barrier to entry. However, Tesla will be spending substantial money to startup and join the industry. The company will be spending cost with no guarantee of returns, which is a risk for the company's future shareholder returns.Tesla and Tech, A Unique DownsideWe want to take the opportunity to highlight what we see as a unique risk for Tesla. The company is a massively popular car among tech industry employees. The carmaker has a >10% market share in California versus a 2% market share in the United States. It's well known in the hub of the technology industry how popular the company's cars are.However, we see this as a unique potential downside for Tesla. The company's cheapest cars clock in at 2x the cheapest car from the traditional low-cost manufacturers (Honda and Toyota) as the company has struggled to meet expectations. Even versus luxury manufacturers such as BMW and Mercedes, the company's cheapest car is more expensive.More so, the tech industry has suffered. After leading the bull market for the last 5 years, the market is now down roughly 25%. Given Tesla's unique positioning to tech industry employees, we expect the downturn will hurt the demand for the company's products, especially higher end products.Tesla Isn't Recession ProofTesla has reasonably strong cash and cash equivalents at roughly $18 billion. However, the car industry is incredibly capitally intensive, and losses ramp up significantly during a market downturn.Through the 2008 recession, U.S.carmakers lost $10s of billions. Capitol obligations can be difficult to avoid in the industry with factories needing to be kept running because the cost of shutting them off is even more expensive. However, that doesn't mean that they're making a profit. Tesla hasn't actually had to face a market downturn yet.We expect there are two factors here that will again make Tesla less likely to survive a recession.(1) People cut spending during a recession. Tesla is effectively a luxury brand at its pricing. In 2008, Toyota outperformed. During an upcoming recession, we expect Tesla to similarly underperform in line with luxury brands. They also might be less willing to try the uncertainty of an electric vehicle.(2) Capital growth. Tesla is focused on growing substantially, and as we saw above, has numerous factories that it's planning to build. Those capital obligations without production could cause the company to have higher losses than companies only maintaining existing factories. That risk is worth paying close attention to.Thesis RiskThe largest risk to our thesis is that Tesla is a unique company that has a proven ability to outperform. The company, in many ways, defined electric vehicles as a segment, especially luxury vehicles, and the company's competitors have struggled to compete. There's no guarantee that the company can't continue increasing market share and returns.ConclusionTesla is now 40% below its 52-week highs. The company's weakness was exacerbated by Elon Musk's ownership and his pledging of the company's stock against his Twitter acquisition. That sell-off accelerated as a result of the general technology sell-off in the markets. Despite this underperformance, we see that as just the start.The company is showing peak demand with no additional factories planned for the Model S/X/3. Most vehicle purchases can see delivery with is shorter delays than other manufacturers' vehicles such as Toyota's RAV4. We also view the company's position in the tech markets as a unique risk to its business model. As a result, we continue to recommend against investing in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905780532,"gmtCreate":1659937855028,"gmtModify":1703476205459,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Grin]&nbsp;","listText":"[Grin]&nbsp;","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905780532","repostId":"2257489740","repostType":4,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901690538,"gmtCreate":1659176772324,"gmtModify":1676536269156,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Sly]&nbsp;","listText":"[Sly]&nbsp;","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901690538","repostId":"2255551011","repostType":4,"repost":{"id":"2255551011","pubTimestamp":1659143138,"share":"https://ttm.financial/m/news/2255551011?lang=&edition=fundamental","pubTime":"2022-07-30 09:05","market":"us","language":"en","title":"Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2255551011","media":"Barrons","summary":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown","content":"<html><head></head><body><p>Apple&#39;s better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.</p><p>Investors were wary heading into Apple&#39;s (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.</p><p>But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.</p><p>&#34;We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino&#39;s [the location of Apple&#39;s main office] ability to navigate a supply chain shortage in an impressive performance, &#34; wrote Wedbush analyst Daniel Ives on Friday.</p><p>Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple&#39;s products and services in the months ahead, even though macro challenges will persist.</p><p>Suva outlined five reasons to buy the stock.</p><p><b>iPhone 14</b></p><p>Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple&#39;s $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.</p><p><b>Expansion of Services Segment</b></p><p>Apple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.</p><p>The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a &#34;larger base to monetize over the long run,&#34; wrote Evercore ISI analyst Amit Daryanani.</p><p><b>New Product Launches</b></p><p>In addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.</p><p><b>Demand Shift Toward Premium Products</b></p><p>The market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple&#39;s iPhone offerings.</p><p><b>Stock Buyback Program</b></p><p>The company&#39;s $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.</p><p>&#34;We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,&#34; Ives wrote.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It 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\">\nBuy or Sell Apple Stock After Its Strong Earnings? 5 Reasons to Pick It Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-30 09:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2\">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.barrons.com/articles/apple-earnings-buy-stock-51659097367?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255551011","content_text":"Apple's better-than-expected earnings report helped shake off investor concerns about how a slowdown in consumer demand would impact the tech giant. As sentiment turns positive, it may be time to buy the stock, analysts say.Investors were wary heading into Apple's (ticker: AAPL) earnings, heeding warnings about the cloud of macroeconomic challenges descending on the tech sector. Aside from slowing consumer demand, the company has had to grapple with nagging supply chain challenges and rising interest rates, which depressed estimates and price targets in the weeks before the report.But Apple joined Amazon.com ( AMZN) in assuaging investor fears on Thursday by posting solid quarterly results that beat expectations. Analysts reacted positively to the report, and gained confidence that the company could continue to outperform over the next few quarters.\"We would characterize this quarter as a major bullish statement on iPhone demand and Cupertino's [the location of Apple's main office] ability to navigate a supply chain shortage in an impressive performance, \" wrote Wedbush analyst Daniel Ives on Friday.Citi analyst Jim Suva agreed, saying he continued to see several positive drivers for Apple's products and services in the months ahead, even though macro challenges will persist.Suva outlined five reasons to buy the stock.iPhone 14Suva believes the iPhone 14 is still on track for a September launch, while a foldable phone could be in the works by 2024 at the latest. The iPhone 13 was the main driver behind Apple's $83 billion in sales during its fiscal third quarter, boosting the bottom line even as Mac computer sales fell short of expectations.Expansion of Services SegmentApple has been working to build out its services segment, which Suva said would be able to deliver stickier recurring revenue, and open up the door for more devices-as-a-service offerings.The company reached an all-time high in their installed base across iOS in the third quarter. This will be crucial as it means Apple has a \"larger base to monetize over the long run,\" wrote Evercore ISI analyst Amit Daryanani.New Product LaunchesIn addition to an iPhone launch, the company is preparing to release artificial reality headsets and the Apple Car by 2025, both of which have yet to be factored into estimates, he added.Demand Shift Toward Premium ProductsThe market continues to skew away from lower priced Android phones toward premium pricing products, Suva said, which will benefit Apple's iPhone offerings.Stock Buyback ProgramThe company's $90 billion stock buyback program will keep boosting the shares in the long run, Suva added.\"We walk away from the conference call and June results incrementally more positive that Apple can navigate this economic storm with the demand and growth story well intact for the growth pillars of iPhones and Services front and center,\" Ives wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903402666,"gmtCreate":1659056891855,"gmtModify":1676536251257,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Sly]&nbsp;","listText":"[Sly]&nbsp;","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903402666","repostId":"2255049253","repostType":4,"repost":{"id":"2255049253","pubTimestamp":1659071346,"share":"https://ttm.financial/m/news/2255049253?lang=&edition=fundamental","pubTime":"2022-07-29 13:09","market":"us","language":"en","title":"Nvidia Is The Stock Every Investor Should Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=2255049253","media":"Seekingalpha","summary":"SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very we","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.</li><li>The street consensus anticipates 19.52% FCF and 21.88% EBIT CAGR over the next 5 years.</li><li>The company is leading the Post-Moore’s Law Era and successfully implementing its three-chip strategy.</li><li>An advantageous risk-reward profile is limiting the downside while my valuation model prices the stock at $220 with a 23.67% upside potential.</li><li>Although NVIDIA is a stock with great potential, investors should consider the general market trend as higher volatility and increased interest rates can significantly impact the stock’s price performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45382bae67c1696728f5b139f6662a9a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>Tony Studio</span></p><p><b>Investment thesis</b></p><p>NVIDIA is aggressively penetrating the market of data centers and cloud computing while leveraging its leadership in the dGPU segment. The company has demonstrated in the past to be highly innovative and a pioneer in the semiconductorindustry, and is now doubling down with its own revolutionary accelerated computing solutions to challenge the end of Moore&#39;s Law Era. NVIDIA is also entering the CPU market segment with its Arm-based superchip Grace and is strongly positioned in multiple future-oriented secular growth drivers. The company will likely continue to shape the standards in graphics, High-Performance Computing, and AI, and can count on a very strong moat and an extraordinary high capital efficiency. My rather conservative valuation model prices the stock&#39;s fair value at $220, with a 23.67% upside potential from its last closing price.</p><p><b>A quick look at NVIDIA</b></p><p>NVIDIA Corporation (NASDAQ:NVDA) is an American company that invented the Graphics Processing Unit (GPU) in 1999 and paved the way for growth in the PC gaming market. Today, NVIDIA&#39;s systems are installed in several hundred million computers, are available in every cloud, power 355 of the TOP500 supercomputers, and are now set for accelerating the development of modern Artificial Intelligence (AI), the next era of computing. The company evolved from a chip vendor to a computing platform and operates through two business segments, Graphics, and Compute and Networking. In its Graphics segment, NVIDIA offers GPUs under the brands GeForce, Quadro/NVIDIA RTX for PCs, game consoles, video game streaming platforms, enterprise workstations, vGPU software for cloud-based visual and virtual computing, GeForce NOW game streaming service and infrastructure, laptops, desktops, gaming computers, and peripherals, as well as the Omniverse real-time graphics collaboration platform for building 3D designs and virtual worlds. Through its Compute and Networking segment, the company provides systems for AI platforms and solutions, High-Performance Computing (HPC) and accelerated computing, data center platforms and networking solutions; platforms and solutions for autonomous and intelligent vehicles, cryptocurrency mining processors, embedded computer boards for robotics, and solutions for enterprise artificial intelligence infrastructure. The company was founded in 1993, is headquartered in Santa Clara, California, and employs over 23,700 employees worldwide. Its most important geographical regions by its customers&#39; attributable revenue are Taiwan, followed by China and the United States.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53bf9f09f95be892ef815764761d4118\" tg-width=\"640\" tg-height=\"143\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>The company&#39;s success relies on multiple secular growth drivers with gaming being the most important with 46% of the revenue in the past year and a 25% Compound Annual Growth Rate (CAGR) over 5 years. NVIDIA counts more than 200M gamers using its GeForce technology and is the global leader for Discrete Graphics Processing Units (dGPU) with a market share of 78% in Q1 2022, followed by Advanced Micro Devices, Inc. (AMD) with a market share of 17%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/926f740c0e0cc32585d53c3f9ebc5fa9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>Data centers are the second most important growth driver and also the fastest growing, with 66% CAGR and 40% of the revenue in FY22, NVIDIA is a leader in supercomputing, deep learning, and AI platforms and solutions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c71ecbcf50cc7551863aed4b50d8181\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>Professional visualization and Automotive are two other growth drivers for the company, with respectively $2.1B and $566M revenue in the last year, and a 5-year CAGR of 20% and 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b9467c8b1964775ca928ddb69fa8740\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>While the Automotive market is still relatively small for NVIDIA, the company reported over $11B in design wins in its pipeline and offers complete hardware and software solutions for autonomous vehicles, a segment that will likely grow much faster in the coming years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/361dff46d3eed1ddc8ad1c834ddb53b5\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p><b>The end of Moore&#39;s Law</b></p><p>In 1965, Gordon Moore, co-founder of Intel Corporation (INTC), affirmed that, due to the shrinking size of transistors to the nanoscale, the number on a microchip doubles about every year, while the cost of computers is halved. After 1975, the estimate changed to a doubling of transistors about every two years. While more transistors result in more powerful chips, over the past 50 years, engineers were able to systematically develop more efficient and miniaturized chips and systems with higher computational capacity, in line with Moore&#39;s law predictions. However, chip manufacturing companies like Intel, began to delay their rollout of smaller transistors, and industry leaders are suggesting that physics and engineering capabilities have been pushed to their limits, and despite computational abilities have reached unprecedented levels even in nanotechnologies, wearables, and Internet of Things (IOT) devices, systems may have reached their limits in transistor capacity and power, hence, setting an end to Moore&#39;s law.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3656b4cf6257d3f91425b709ee27307c\" tg-width=\"640\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>In 2006, NVIDIA introduced GPU-accelerated computing through its Compute Unified Device Architecture-enabled (CUDA) GPUs and challenged the limits of Moore&#39;s law. This revolutionary approach uses parallel processing to speed up computational tasks on demanding applications, such as AI, data analytics, simulations, and visualizations. Although some open-source alternatives exist on the market, competitors introduced their parallel computing approach, and graphics processing units from NVIDIA are sometimes seen as hard to program, NVIDIA is the market leader in the accelerated computing industry.</p><p><b>Future growth drivers</b></p><p>With its three-chip strategy, NVIDIA is likely one of the best-positioned semiconductor companies for the post-Moore&#39;s Law era. The GPU market was valued at $23.90B in 2021, and it is expected to reach a value of $130.02B by 2027, with a forecasted CAGR of 32.70%. The global data center accelerator market was valued at $13.7B in 2021 and is forecasted to grow at 31.06% CAGR through 2027 and reach a size of $69.44B. The global data center chip market reached a value of $9.56B in 2021 and is expected to grow at 6.70% CAGR through 2027, reaching a value of $14.11B. The industry is experiencing a series of consolidations in the building battle for data center chips, with AMD recently finalizing the acquisition of Xilinx, announcing the acquisition of Pensando Systems, and the failed attempt of NVIDIA to acquire Arm Holdings for $66B, which is still owned by SoftBank Group (OTCPK:SFTBY). NVIDIA has 20 years of architectural license from Arm, which grants the company to focus on its three-chip strategy involving Central Processing Units (CPU), GPUs, and Data Processing Units (DPU). The latter is the third component in modern data centers capable of parsing, processing and efficiently transferring data to GPUs or CPUs, and delivers functionalities that will define the next generation of cloud-scale computing.</p><p>NVIDIA unveiled its own 144-core CPU superchip, named after US computing pioneer Grace Hopper, based on Arm-architecture, which it claims to be two times faster and 2.3 times more efficient than Intel&#39;s Ice Lake Xeon Platinum 8360Y processor. The company announced some world-leading computer makers such as Dell Technologies (DELL), Hewlett Packard (HPE), Lenovo (OTCPK:LNVGY), Atos (OTCPK:AEXAF), Gigabyte (ticker 2763 in Taiwan) among the early adopters of its superchip. While Intel almost controlled the entire server industry in the past and is still the leader in server chip shipments, its market share has recently shifted towards competitor AMD, which aggressively invested in that industry. NVIDIA is strongly positioned to capture a significant market share in the data center CPU market and has the advantage to offer a robust and complete platform of products and services, supported by its unrivaled leadership in GPUs.</p><p><b>What&#39;s up next for NVIDIA?</b></p><p>Despite the gaming industry losing steam in the last few quarters, I see this trend likely to turn as soon as people will come back from the summer holidays and consumer spending will be channeled away from traveling, towards products and services consumed at home. The personal consumption expenditure excluding food and energy for people living in the United States is still at high levels, and despite a pullback in Q3 2021, it successively gained positive momentum. NVIDIA is expected to release its GeForce RTX 40 series this fall, with rumored twice the performance of its predecessor, although the company could postpone the availability of its latest GPU, as the market is currently experiencing a flood of used GeForce RTX 30 series GPUs, previously mostly used for cryptocurrency mining.</p><p>Global bottlenecks in the supply chain, increased air- and ship-freight costs, inflationary pressure on rare earth and metals, and shortages of neon gas, an inevitable component in the manufacture of semiconductors, are some of the causes of the ongoing global chip shortage. A perfect storm for chipmakers. But is that all bad news for NVIDIA? As I will show in the next section, the company has very strong pricing power, and because of the global chip shortage, some customers are ready to pay more to secure important components for their products. For the same amount of chips used e.g. in a laptop or a personal computer, in times of sourcing deficiency, a carmaker is likely willing to pay more, since its revenue is proportionally also much larger. Although the automotive industry is still a smaller market for NVIDIA, the huge increase in design wins in its pipeline is a strong sign that this industry will likely become much more important for the company in the coming years and the diversification will positively impact the company&#39;s revenue mix.</p><p>What excites me the most in NVIDIA&#39;s near and mid-term future is their potential in the data center industry, and in particular cloud-computing data centers, AI factories or data centers that fuel massive amounts of data to train AI models, data centers for industrial robotics and automation, edge data centers, and supercomputing data centers. Driven by the rise of remote work and learning, the fast expansion of data-intense technologies such as IoT, Machine Learning (ML), AI, blockchain, and decentralized technologies, the digitalization of business processes and the industrial digitalization as well as, the faster adoption of digital technologies by Small and Medium-size Enterprises (SME), the global data center market is forecasted to grow at 10.50% CAGR, and seen valued at $517B by 2030. The often-disregarded acquisition of Mellanox will grant NVIDIA additional market shares in this fast-growing market by supporting accelerated networking and data transfer solutions. NVIDIA&#39;s Omniverse may be an element in the company&#39;s product portfolio that is still quite difficult to frame in terms of its potential but is likely to be a driving force in the company&#39;s universe. The latest announcement of Siemens (OTCPK:SIEGY) committing to NVIDIA&#39;s platform and even expanding its partnership by connecting their Siemens Xcelerator platform, to enable the industrial metaverse and increase the impact of NVIDIA&#39;s AI ecosystem in the industrial automation that is built using Siemens&#39; mechanical, electrical, software, IoT and edge solutions, is underscoring its importance. Meta Platforms (META), which is building the world&#39;s largest AI supercomputer to power the Metaverse, and sources its chips from NVIDIA and AMD, could dramatically increase its investment in GPUs, as it faces strong competition from rival TikTok. And Meta is by far not the only customer who will have to increase its computing power, as NVIDIA powers over 70% of the top 500 supercomputers worldwide. AI-driven cybersecurity in edge data centers is another potential near-term growth catalyst for NVIDIA, with its BlueField-2 DPU real-time telemetry, and NVIDIA GPU-powered Morpheus cybersecurity framework. The average cost per data breach increased from $4.24M in 2021 to $4.35M in 2022 and security AI is reportedly providing the biggest cost mitigation, with on average $3.05M fewer expenses per data breach, for companies that fully deploy AI cybersecurity.</p><p><b>An insight into the industry</b></p><p>The company reported an increasing gross margin, accelerating from 27.06% CAGR over the past 5 years to 41.75% CAGR over the past 3 years and standing at 65.30% Trailing Twelve Months (TTM), outperforming the average gross margin of the analyzed peer which stands at 58.14%. While Broadcom (AVGO) reported the highest gross margin, NVIDIA and AMD could achieve the highest growth rates during the last years. In terms of operating profitability, NVIDIA reported a significant improvement of 28.64% CAGR over the past 5 years, growing 58.38% CAGR over the past 3 years, and establishing its margin at 38.27% TTM. Only AMD recorded an even greater acceleration of its operating margin over the last 5-3 years, with respectively 98.73% and 84.10% CAGR, although its margin stands at only 20.86% TTM.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc79f06ee66f1982c0b6883bf9729623\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>In terms of capital allocation efficiency, NVIDIA is by far reporting the best performance among its peers, with a stellar Return on Invested Capital (ROIC) of 61.83% in the past 12 months, while the peers&#39; average stood at 10.24%. I consider this metric to be a very important element when pondering an investment decision, a company must be able to consistently create value to be a sustainable investment. Nevertheless, outperforming the peer group, NVIDIA&#39;s large spread between its Return on Capital Employed (ROCE) and its ROIC, indicates that despite the highly efficient core business, the actual returns to investors are lower because of the significant idling cash position. NVIDIA reported over $20.33B in cash and short-term investments, resulting in a large negative net debt position. NVIDIA could improve even its capital efficiency, which is very promising from an investor&#39;s point of view.</p><p>Investments in Research and Development (R&amp;D) are of primary importance for companies in the semiconductor and technology industry, NVIDIA is spending a relatively fair amount of 19.41% when compared to the average of its competitors, hovering around 21% on average in the past 6 years. The company reported relatively low leverage of 0.93, only AMD reported an even more conservative leverage ratio, while Broadcom and smaller competitor Marvell Technology (MRVL) recorded the highest debt exposure, but compared to its competitors, Broadcom has a very cash-rich business with by far the highest metric in terms of cash flow per share.</p><p>Considering the stock performance of the past 5 years, NVIDIA performed better than most of the analyzed peers, with only AMD performing even better. Without surprise, Intel is the worst performer in the group, while also Broadcom and Analog Devices (ADI) are underperforming the group for a considerable time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/390f29ffddfa6ff3870674b7215dc491\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/><span>Author, using SeekingAlpha.com</span></p><p>NVIDIA outperformed significantly the VanEck Vectors Semiconductor ETF (SMH), as well as both the QQQ (QQQ) and the S&amp;P500 in the last two years while showing some sporadic periods of relative weakness during 2019.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf5c93f3da5f8d97db283ac52f0d0a0\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Author, using SeekingAlpha.com</span></p><p>Although history is not a guarantee for future performance, NVIDIA has demonstrated to be highly innovative and a significant industry leader for many years. The company&#39;s strong positioning in secular growth markets, its relative strength compared to its reference indexes and peers, as well as its highly efficient capital allocation, are just some of the elements suggesting that the company is looking towards a very promising future, by likely outperforming its peers and the market, with high potential returns for investors.</p><p><b>Valuation</b></p><p>To determine the actual fair value for NVIDIA&#39;s stock price, I rely on the following Discounted Cash Flow (DCF) model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the Weighted Average Cost of Capital (WACC) and the terminal value. As forecasted by the street consensus, the company is anticipated to generate a consistent, solid 19.52% Free Cash Flow (FCF) CAGR over the coming 5 years, with substantially increased net profitability at 20.27% CAGR, while its revenue is forecasted to grow slightly slower, at 16.01% CAGR.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4007f07f86c53ae0c8ebcf85f7f44b82\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/><span>Author, using data from S&amp;P Capital IQ</span></p><p>The valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/062d32d9ae9230fe2d5c01f1ba29e269\" tg-width=\"580\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>I compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be considerably undervalued with a weighted average price target with 23.67% upside potential at $220. Investors should consider that those forecasts are based on relatively higher discount rates and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.</p><p><b>Risk discussion</b></p><p>NVIDIA faces strong competition from well-established and innovative companies with partially strong growth and market position. Despite Intel never confirming itself in the dGPU market segment, the company is the leading GPU maker with about 60% market share thanks to its integrated Graphics Processing Units (iGPU), followed by NVIDIA and AMD with respectively 21% and 19%. Intel can also leverage its strong and broad market positioning in server chips, and its historically tight relationships with major companies worldwide, while its recent delays in delivering its newest technology and somehow the lack of revolutionary innovation, give more chances to its competitors to establish themselves and gain market shares. Apple has demonstrated the ability to develop superior chips, and despite the company seems not planning to sell its chips to other manufacturers, this has never been officially confirmed and could change the company&#39;s strategy could change in the future. NVIDIA has directly profited from the huge increase in popularity of cryptocurrencies in the past years, as its GPU are largely used in the mining process; the whole market being in an apparent longer crypto-winter without any significant sign of recovery, the company&#39;s sales could further be negatively affected. NVIDIA doesn&#39;t own or operate a wafer manufacturing facility, and its dependency on third-party foundries located outside of the United States, like Taiwan Semiconductor Manufacturing Company (TSM), exposes the company to substantial risks in terms of pricing, politics, and manufacturing capacities. The Covid-19 pandemic has significantly impacted the whole industry and NVIDIA is no exception, as its workforce and operations and those of its customers, partners, and suppliers continue to be impacted, causing supply chain bottlenecks, and increased pricing pressure and delays.</p><p><b>Market timing</b></p><p>The stock reached its ATH (All-Time-High) at $346.47 on November 22, 2021, after a long rally since the Covid-19 pandemic low at $45.17 on March 18, 2020. The stock successively retraced a significant part of its previous gains, by mostly underperforming the NASDAQ Composite, while many companies in the technology sector lost massively in value since the beginning of 2022. From a technical analysis point of view, the stock recently rebounded significantly at $140.55, by overcoming the most important short-term resistances and confirming its price level over the EMA50 with increasing volume. A great moment for swing and momentum traders. The stock successively tested the EMA50 on its last trading day in the past week, and the next market sessions will show if the EMA50 will act as a support or if the stock will retrace further its gains and continue its medium-term downtrend. It&#39;s important to note that the stock hasn&#39;t broken the EMA50 since its last short-term rally in March 2022. Despite this recent encouraging movement, in my opinion, the stock is now set for some consolidation, while it could also reach its next resistance levels at $189.15. A breakout over that level would need even more resilience in the momentum, the stock could then head towards its EMA200, which is now at $204.13.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd48228dc6ed359da7eb2137bd87cb3a\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/><span>Author, using TradingView</span></p><p>NVIDIA can count on significant institutional support among its shareholders, with 64.78% of the outstanding shares owned by institutions, a relatively low short interest of only 1.37%, and less than one day to cover. The street consensus given by 42 analysts prices the share on average at $236.08 with a buy rating, with the lowest estimation at $130 and the highest at $400. The Seeking Alpha Quant Rating instead qualifies the stock consistently as a hold position.</p><p><b>The bottom line</b></p><p>Investing in a technology company can be associated with a higher risk profile. While not always companies in this sector have a strong moat as NVIDIA has built over the past years, the stock price may be subject to higher volatility. The recent announcement of the US Senate accepting the $52B CHIPS act to support its domestic semiconductor production, is a clear sign of how important this sector is and will be in the future, where AI, HPC, data centers, and cloud computing will play an even more significant role. NVIDIA is historically a company that revolutionized the semiconductor market with its technology and is set to continue to be a leader in its established market segments and significantly grow in all its secular growth vectors. I like to define NVIDIA as the type of stock that every investor would like to own in its portfolio, and the actual market correction could be a good moment for considering a position in this company. The actual upside potential of 23.67%, pricing the stock at $220 based on my rather conservative valuation model, is motivating me enough to rank it as a buy, but I am aware of the downside risk and would in any case, as I always do set an appropriate stop-loss, based on my contingency plan.</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>Nvidia Is The Stock Every Investor Should Consider</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is The Stock Every Investor Should Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 13:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.The street consensus anticipates 19.52% FCF and 21.88%...</p>\n\n<a href=\"https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2255049253","content_text":"SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.The street consensus anticipates 19.52% FCF and 21.88% EBIT CAGR over the next 5 years.The company is leading the Post-Moore’s Law Era and successfully implementing its three-chip strategy.An advantageous risk-reward profile is limiting the downside while my valuation model prices the stock at $220 with a 23.67% upside potential.Although NVIDIA is a stock with great potential, investors should consider the general market trend as higher volatility and increased interest rates can significantly impact the stock’s price performance.Tony StudioInvestment thesisNVIDIA is aggressively penetrating the market of data centers and cloud computing while leveraging its leadership in the dGPU segment. The company has demonstrated in the past to be highly innovative and a pioneer in the semiconductorindustry, and is now doubling down with its own revolutionary accelerated computing solutions to challenge the end of Moore's Law Era. NVIDIA is also entering the CPU market segment with its Arm-based superchip Grace and is strongly positioned in multiple future-oriented secular growth drivers. The company will likely continue to shape the standards in graphics, High-Performance Computing, and AI, and can count on a very strong moat and an extraordinary high capital efficiency. My rather conservative valuation model prices the stock's fair value at $220, with a 23.67% upside potential from its last closing price.A quick look at NVIDIANVIDIA Corporation (NASDAQ:NVDA) is an American company that invented the Graphics Processing Unit (GPU) in 1999 and paved the way for growth in the PC gaming market. Today, NVIDIA's systems are installed in several hundred million computers, are available in every cloud, power 355 of the TOP500 supercomputers, and are now set for accelerating the development of modern Artificial Intelligence (AI), the next era of computing. The company evolved from a chip vendor to a computing platform and operates through two business segments, Graphics, and Compute and Networking. In its Graphics segment, NVIDIA offers GPUs under the brands GeForce, Quadro/NVIDIA RTX for PCs, game consoles, video game streaming platforms, enterprise workstations, vGPU software for cloud-based visual and virtual computing, GeForce NOW game streaming service and infrastructure, laptops, desktops, gaming computers, and peripherals, as well as the Omniverse real-time graphics collaboration platform for building 3D designs and virtual worlds. Through its Compute and Networking segment, the company provides systems for AI platforms and solutions, High-Performance Computing (HPC) and accelerated computing, data center platforms and networking solutions; platforms and solutions for autonomous and intelligent vehicles, cryptocurrency mining processors, embedded computer boards for robotics, and solutions for enterprise artificial intelligence infrastructure. The company was founded in 1993, is headquartered in Santa Clara, California, and employs over 23,700 employees worldwide. Its most important geographical regions by its customers' attributable revenue are Taiwan, followed by China and the United States.AuthorThe company's success relies on multiple secular growth drivers with gaming being the most important with 46% of the revenue in the past year and a 25% Compound Annual Growth Rate (CAGR) over 5 years. NVIDIA counts more than 200M gamers using its GeForce technology and is the global leader for Discrete Graphics Processing Units (dGPU) with a market share of 78% in Q1 2022, followed by Advanced Micro Devices, Inc. (AMD) with a market share of 17%.NVIDIAData centers are the second most important growth driver and also the fastest growing, with 66% CAGR and 40% of the revenue in FY22, NVIDIA is a leader in supercomputing, deep learning, and AI platforms and solutions.NVIDIAProfessional visualization and Automotive are two other growth drivers for the company, with respectively $2.1B and $566M revenue in the last year, and a 5-year CAGR of 20% and 3%.NVIDIAWhile the Automotive market is still relatively small for NVIDIA, the company reported over $11B in design wins in its pipeline and offers complete hardware and software solutions for autonomous vehicles, a segment that will likely grow much faster in the coming years.NVIDIAThe end of Moore's LawIn 1965, Gordon Moore, co-founder of Intel Corporation (INTC), affirmed that, due to the shrinking size of transistors to the nanoscale, the number on a microchip doubles about every year, while the cost of computers is halved. After 1975, the estimate changed to a doubling of transistors about every two years. While more transistors result in more powerful chips, over the past 50 years, engineers were able to systematically develop more efficient and miniaturized chips and systems with higher computational capacity, in line with Moore's law predictions. However, chip manufacturing companies like Intel, began to delay their rollout of smaller transistors, and industry leaders are suggesting that physics and engineering capabilities have been pushed to their limits, and despite computational abilities have reached unprecedented levels even in nanotechnologies, wearables, and Internet of Things (IOT) devices, systems may have reached their limits in transistor capacity and power, hence, setting an end to Moore's law.NVIDIAIn 2006, NVIDIA introduced GPU-accelerated computing through its Compute Unified Device Architecture-enabled (CUDA) GPUs and challenged the limits of Moore's law. This revolutionary approach uses parallel processing to speed up computational tasks on demanding applications, such as AI, data analytics, simulations, and visualizations. Although some open-source alternatives exist on the market, competitors introduced their parallel computing approach, and graphics processing units from NVIDIA are sometimes seen as hard to program, NVIDIA is the market leader in the accelerated computing industry.Future growth driversWith its three-chip strategy, NVIDIA is likely one of the best-positioned semiconductor companies for the post-Moore's Law era. The GPU market was valued at $23.90B in 2021, and it is expected to reach a value of $130.02B by 2027, with a forecasted CAGR of 32.70%. The global data center accelerator market was valued at $13.7B in 2021 and is forecasted to grow at 31.06% CAGR through 2027 and reach a size of $69.44B. The global data center chip market reached a value of $9.56B in 2021 and is expected to grow at 6.70% CAGR through 2027, reaching a value of $14.11B. The industry is experiencing a series of consolidations in the building battle for data center chips, with AMD recently finalizing the acquisition of Xilinx, announcing the acquisition of Pensando Systems, and the failed attempt of NVIDIA to acquire Arm Holdings for $66B, which is still owned by SoftBank Group (OTCPK:SFTBY). NVIDIA has 20 years of architectural license from Arm, which grants the company to focus on its three-chip strategy involving Central Processing Units (CPU), GPUs, and Data Processing Units (DPU). The latter is the third component in modern data centers capable of parsing, processing and efficiently transferring data to GPUs or CPUs, and delivers functionalities that will define the next generation of cloud-scale computing.NVIDIA unveiled its own 144-core CPU superchip, named after US computing pioneer Grace Hopper, based on Arm-architecture, which it claims to be two times faster and 2.3 times more efficient than Intel's Ice Lake Xeon Platinum 8360Y processor. The company announced some world-leading computer makers such as Dell Technologies (DELL), Hewlett Packard (HPE), Lenovo (OTCPK:LNVGY), Atos (OTCPK:AEXAF), Gigabyte (ticker 2763 in Taiwan) among the early adopters of its superchip. While Intel almost controlled the entire server industry in the past and is still the leader in server chip shipments, its market share has recently shifted towards competitor AMD, which aggressively invested in that industry. NVIDIA is strongly positioned to capture a significant market share in the data center CPU market and has the advantage to offer a robust and complete platform of products and services, supported by its unrivaled leadership in GPUs.What's up next for NVIDIA?Despite the gaming industry losing steam in the last few quarters, I see this trend likely to turn as soon as people will come back from the summer holidays and consumer spending will be channeled away from traveling, towards products and services consumed at home. The personal consumption expenditure excluding food and energy for people living in the United States is still at high levels, and despite a pullback in Q3 2021, it successively gained positive momentum. NVIDIA is expected to release its GeForce RTX 40 series this fall, with rumored twice the performance of its predecessor, although the company could postpone the availability of its latest GPU, as the market is currently experiencing a flood of used GeForce RTX 30 series GPUs, previously mostly used for cryptocurrency mining.Global bottlenecks in the supply chain, increased air- and ship-freight costs, inflationary pressure on rare earth and metals, and shortages of neon gas, an inevitable component in the manufacture of semiconductors, are some of the causes of the ongoing global chip shortage. A perfect storm for chipmakers. But is that all bad news for NVIDIA? As I will show in the next section, the company has very strong pricing power, and because of the global chip shortage, some customers are ready to pay more to secure important components for their products. For the same amount of chips used e.g. in a laptop or a personal computer, in times of sourcing deficiency, a carmaker is likely willing to pay more, since its revenue is proportionally also much larger. Although the automotive industry is still a smaller market for NVIDIA, the huge increase in design wins in its pipeline is a strong sign that this industry will likely become much more important for the company in the coming years and the diversification will positively impact the company's revenue mix.What excites me the most in NVIDIA's near and mid-term future is their potential in the data center industry, and in particular cloud-computing data centers, AI factories or data centers that fuel massive amounts of data to train AI models, data centers for industrial robotics and automation, edge data centers, and supercomputing data centers. Driven by the rise of remote work and learning, the fast expansion of data-intense technologies such as IoT, Machine Learning (ML), AI, blockchain, and decentralized technologies, the digitalization of business processes and the industrial digitalization as well as, the faster adoption of digital technologies by Small and Medium-size Enterprises (SME), the global data center market is forecasted to grow at 10.50% CAGR, and seen valued at $517B by 2030. The often-disregarded acquisition of Mellanox will grant NVIDIA additional market shares in this fast-growing market by supporting accelerated networking and data transfer solutions. NVIDIA's Omniverse may be an element in the company's product portfolio that is still quite difficult to frame in terms of its potential but is likely to be a driving force in the company's universe. The latest announcement of Siemens (OTCPK:SIEGY) committing to NVIDIA's platform and even expanding its partnership by connecting their Siemens Xcelerator platform, to enable the industrial metaverse and increase the impact of NVIDIA's AI ecosystem in the industrial automation that is built using Siemens' mechanical, electrical, software, IoT and edge solutions, is underscoring its importance. Meta Platforms (META), which is building the world's largest AI supercomputer to power the Metaverse, and sources its chips from NVIDIA and AMD, could dramatically increase its investment in GPUs, as it faces strong competition from rival TikTok. And Meta is by far not the only customer who will have to increase its computing power, as NVIDIA powers over 70% of the top 500 supercomputers worldwide. AI-driven cybersecurity in edge data centers is another potential near-term growth catalyst for NVIDIA, with its BlueField-2 DPU real-time telemetry, and NVIDIA GPU-powered Morpheus cybersecurity framework. The average cost per data breach increased from $4.24M in 2021 to $4.35M in 2022 and security AI is reportedly providing the biggest cost mitigation, with on average $3.05M fewer expenses per data breach, for companies that fully deploy AI cybersecurity.An insight into the industryThe company reported an increasing gross margin, accelerating from 27.06% CAGR over the past 5 years to 41.75% CAGR over the past 3 years and standing at 65.30% Trailing Twelve Months (TTM), outperforming the average gross margin of the analyzed peer which stands at 58.14%. While Broadcom (AVGO) reported the highest gross margin, NVIDIA and AMD could achieve the highest growth rates during the last years. In terms of operating profitability, NVIDIA reported a significant improvement of 28.64% CAGR over the past 5 years, growing 58.38% CAGR over the past 3 years, and establishing its margin at 38.27% TTM. Only AMD recorded an even greater acceleration of its operating margin over the last 5-3 years, with respectively 98.73% and 84.10% CAGR, although its margin stands at only 20.86% TTM.AuthorIn terms of capital allocation efficiency, NVIDIA is by far reporting the best performance among its peers, with a stellar Return on Invested Capital (ROIC) of 61.83% in the past 12 months, while the peers' average stood at 10.24%. I consider this metric to be a very important element when pondering an investment decision, a company must be able to consistently create value to be a sustainable investment. Nevertheless, outperforming the peer group, NVIDIA's large spread between its Return on Capital Employed (ROCE) and its ROIC, indicates that despite the highly efficient core business, the actual returns to investors are lower because of the significant idling cash position. NVIDIA reported over $20.33B in cash and short-term investments, resulting in a large negative net debt position. NVIDIA could improve even its capital efficiency, which is very promising from an investor's point of view.Investments in Research and Development (R&D) are of primary importance for companies in the semiconductor and technology industry, NVIDIA is spending a relatively fair amount of 19.41% when compared to the average of its competitors, hovering around 21% on average in the past 6 years. The company reported relatively low leverage of 0.93, only AMD reported an even more conservative leverage ratio, while Broadcom and smaller competitor Marvell Technology (MRVL) recorded the highest debt exposure, but compared to its competitors, Broadcom has a very cash-rich business with by far the highest metric in terms of cash flow per share.Considering the stock performance of the past 5 years, NVIDIA performed better than most of the analyzed peers, with only AMD performing even better. Without surprise, Intel is the worst performer in the group, while also Broadcom and Analog Devices (ADI) are underperforming the group for a considerable time.Author, using SeekingAlpha.comNVIDIA outperformed significantly the VanEck Vectors Semiconductor ETF (SMH), as well as both the QQQ (QQQ) and the S&P500 in the last two years while showing some sporadic periods of relative weakness during 2019.Author, using SeekingAlpha.comAlthough history is not a guarantee for future performance, NVIDIA has demonstrated to be highly innovative and a significant industry leader for many years. The company's strong positioning in secular growth markets, its relative strength compared to its reference indexes and peers, as well as its highly efficient capital allocation, are just some of the elements suggesting that the company is looking towards a very promising future, by likely outperforming its peers and the market, with high potential returns for investors.ValuationTo determine the actual fair value for NVIDIA's stock price, I rely on the following Discounted Cash Flow (DCF) model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the Weighted Average Cost of Capital (WACC) and the terminal value. As forecasted by the street consensus, the company is anticipated to generate a consistent, solid 19.52% Free Cash Flow (FCF) CAGR over the coming 5 years, with substantially increased net profitability at 20.27% CAGR, while its revenue is forecasted to grow slightly slower, at 16.01% CAGR.Author, using data from S&P Capital IQThe valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.AuthorI compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be considerably undervalued with a weighted average price target with 23.67% upside potential at $220. Investors should consider that those forecasts are based on relatively higher discount rates and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.Risk discussionNVIDIA faces strong competition from well-established and innovative companies with partially strong growth and market position. Despite Intel never confirming itself in the dGPU market segment, the company is the leading GPU maker with about 60% market share thanks to its integrated Graphics Processing Units (iGPU), followed by NVIDIA and AMD with respectively 21% and 19%. Intel can also leverage its strong and broad market positioning in server chips, and its historically tight relationships with major companies worldwide, while its recent delays in delivering its newest technology and somehow the lack of revolutionary innovation, give more chances to its competitors to establish themselves and gain market shares. Apple has demonstrated the ability to develop superior chips, and despite the company seems not planning to sell its chips to other manufacturers, this has never been officially confirmed and could change the company's strategy could change in the future. NVIDIA has directly profited from the huge increase in popularity of cryptocurrencies in the past years, as its GPU are largely used in the mining process; the whole market being in an apparent longer crypto-winter without any significant sign of recovery, the company's sales could further be negatively affected. NVIDIA doesn't own or operate a wafer manufacturing facility, and its dependency on third-party foundries located outside of the United States, like Taiwan Semiconductor Manufacturing Company (TSM), exposes the company to substantial risks in terms of pricing, politics, and manufacturing capacities. The Covid-19 pandemic has significantly impacted the whole industry and NVIDIA is no exception, as its workforce and operations and those of its customers, partners, and suppliers continue to be impacted, causing supply chain bottlenecks, and increased pricing pressure and delays.Market timingThe stock reached its ATH (All-Time-High) at $346.47 on November 22, 2021, after a long rally since the Covid-19 pandemic low at $45.17 on March 18, 2020. The stock successively retraced a significant part of its previous gains, by mostly underperforming the NASDAQ Composite, while many companies in the technology sector lost massively in value since the beginning of 2022. From a technical analysis point of view, the stock recently rebounded significantly at $140.55, by overcoming the most important short-term resistances and confirming its price level over the EMA50 with increasing volume. A great moment for swing and momentum traders. The stock successively tested the EMA50 on its last trading day in the past week, and the next market sessions will show if the EMA50 will act as a support or if the stock will retrace further its gains and continue its medium-term downtrend. It's important to note that the stock hasn't broken the EMA50 since its last short-term rally in March 2022. Despite this recent encouraging movement, in my opinion, the stock is now set for some consolidation, while it could also reach its next resistance levels at $189.15. A breakout over that level would need even more resilience in the momentum, the stock could then head towards its EMA200, which is now at $204.13.Author, using TradingViewNVIDIA can count on significant institutional support among its shareholders, with 64.78% of the outstanding shares owned by institutions, a relatively low short interest of only 1.37%, and less than one day to cover. The street consensus given by 42 analysts prices the share on average at $236.08 with a buy rating, with the lowest estimation at $130 and the highest at $400. The Seeking Alpha Quant Rating instead qualifies the stock consistently as a hold position.The bottom lineInvesting in a technology company can be associated with a higher risk profile. While not always companies in this sector have a strong moat as NVIDIA has built over the past years, the stock price may be subject to higher volatility. The recent announcement of the US Senate accepting the $52B CHIPS act to support its domestic semiconductor production, is a clear sign of how important this sector is and will be in the future, where AI, HPC, data centers, and cloud computing will play an even more significant role. NVIDIA is historically a company that revolutionized the semiconductor market with its technology and is set to continue to be a leader in its established market segments and significantly grow in all its secular growth vectors. I like to define NVIDIA as the type of stock that every investor would like to own in its portfolio, and the actual market correction could be a good moment for considering a position in this company. The actual upside potential of 23.67%, pricing the stock at $220 based on my rather conservative valuation model, is motivating me enough to rank it as a buy, but I am aware of the downside risk and would in any case, as I always do set an appropriate stop-loss, based on my contingency plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075934278,"gmtCreate":1658125097294,"gmtModify":1676536109378,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075934278","repostId":"2252429634","repostType":4,"repost":{"id":"2252429634","pubTimestamp":1658123631,"share":"https://ttm.financial/m/news/2252429634?lang=&edition=fundamental","pubTime":"2022-07-18 13:53","market":"us","language":"en","title":"3 Monster Growth Stocks That Can Turn $350,000 Into $1 Million by 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=2252429634","media":"Motley Fool","summary":"These supercharged growth stocks have the tools and intangibles necessary to make patient investors a lot richer.","content":"<html><head></head><body><p>This has not been the start to 2022 that most investors envisioned. The benchmark <b>S&amp;P 500</b> delivered its worst first-half to a new year since 1970, while the growth-dependent <b>Nasdaq Composite</b> tumbled, at one point, by more than 30%!</p><p>While there&#39;s no question that bear markets can be scary due to the unpredictability and velocity of their downside moves, they&#39;re also the ideal opportunity for patient investors to do some shopping. No matter how volatile things may appear in the short run, all notable declines in the broad-market indexes have eventually been cleared away by bull market rallies.</p><p>It&#39;s an especially good time to go bargain-hunting within the veritable sea of beaten-down, innovative growth stocks. The following three monster growth stocks all have the tools and intangibles necessary to turn a $350,000 initial investment into $1 million by 2028.</p><h2>Novavax</h2><p>The first mammoth growth stock with the potential to nearly triple your money over the next six years is biotech stock <b>Novavax</b>.</p><p>Novavax&#39;s claim to fame is the company&#39;s development of a COVID-19 vaccine, NVX-CoV2373. Last year, Novavax published the results of two large-scale studies involving its vaccine in the adult population. The U.K. trial produced an 89.7% vaccine efficacy (VE), while the U.S./Mexico trial yielded a 90.4% VE. Earlier this year, Novavax released the results from a third study involving adolescents that produced an 80% VE. The point being that NVX-CoV2373 is one of only a small handful of vaccines to have reached the elusive 90% VE mark in clinical trials.</p><p>What makes Novavax&#39;s COVID vaccine so intriguing is that it&#39;s protein-based, rather than focused on messenger RNA. There&#39;s a real possibility that vaccine holdouts who were concerned about mRNA vaccine technology might be more willing to receive the Novavax jab, assuming it&#39;s given the green light by the U.S. Food and Drug Administration (FDA) for emergency-use authorization (EUA).</p><p>To build on this point, the FDA&#39;s advisory panel seemingly gave Novavax&#39;s vaccine a resounding endorsement in June. The panel, with one abstention, voted 21-0 in favor of approving the company&#39;s vaccine for EUA. Ultimately, the FDA granted EUA to Novavax&#39;s COVID vaccine this past week.</p><p>Aside from its success in fighting COVID-19 infection, the development of NVX-CoV2373 demonstrates the value of Novavax&#39;s drug platform. In particular, it suggests the company could quickly become a leader in developing combination vaccines, such as influenza and COVID-19, or variant-specific COVID-19 vaccines.</p><p>What&#39;s more, Novavax is sitting on a veritable mountain of cash. The company ended March with $1.57 billion in cash and cash equivalents, and is likely to add to these totals as it rakes in between $4 billion and $5 billion in COVID-19 vaccine sales orders in 2022. With a significant portion of the company&#39;s market cap supported by its cash, Novavax is highly de-risked as an investment.</p><p>Valued at less than 3 times Wall Street&#39;s forecast earnings for this year, Novavax looks to be an absolute steal among growth stocks.</p><h2>Green Thumb Industries</h2><p>A second monster growth stock with the ability to turn a $350,000 investment into a cool $1 million by 2028 is U.S. marijuana stock <b>Green Thumb Industries</b>.</p><p>As of February 2021, there wasn&#39;t a buzzier industry than cannabis. The expectation had been that Democrats gaining control of Congress, and Joe Biden taking the Oval Office, would roll out the proverbial green carpet for federal cannabis reforms. Unfortunately, the ongoing pandemic and a slew of other issues have derailed lawmakers&#39; attempts to legalize weed in the United States. As a result, multi-state operators (MSOs) like Green Thumb have taken it on the chin. Thankfully, this shortsightedness can be your opportunity to pounce.</p><p>The first thing to understand about the U.S. pot industry is that federal legalization isn&#39;t necessary for its success. Approximately three-quarters of all states have given the green light to cannabis in some capacity, which is providing more than enough organic opportunity for MSOs like Green Thumb.</p><p>It&#39;s also worth noting that cannabis is treated as a nondiscretionary good. This is a fancy way of saying that consumers continue to buy pot products even if economic activity weakens or inflation soars. In a way, this makes marijuana products a basic necessity item for consumers in legalized states.</p><p>What makes Green Thumb such an intriguing MSO is its revenue mix. According to a May presentation from the company, well over half of the company&#39;s sales come from derivatives, such as beverages, vapes, oils, and pre-rolls.  Aside from their higher price point, derivatives boast juicier margins than dried cannabis flower. Green Thumb&#39;s product mix has played a key role in the company generating a generally accepting accounting principles (GAAP) profit in each of the past seven quarters. For context, most U.S. MSOs still aren&#39;t profitable on a recurring basis.</p><p>Green Thumb has also placed a lot of emphasis on expanding into limited-license markets. States where dispensary licensing is purposefully limited allows a company like Green Thumb the time to build up its brands and a loyal following.</p><p>With a rapidly growing operating model that&#39;s clearly working, Green Thumb Industries should soon have its patient shareholders seeing green.</p><h2>Upstart Holdings</h2><p>The third and final monster growth stock that can turn $350,000 into $1 million by 2028 is cloud-based lending platform <b>Upstart Holdings</b>.</p><p>Without a doubt, there&#39;ll be no shortage of skeptics ready to bet against Upstart. Last week, the company preannounced its second-quarter operating results, which fell well short of its previous guidance. According to the company, revenue is expected to be about $228 million, with a net loss ranging from $31 million to $27 million. This compares to its own prior forecast of $295 million to $305 million in sales and a quarterly loss ranging from $4 million to $0 (breakeven).</p><p>The company cited inflation and recession fears as driving up interest rates and making lenders far more cautious. As a reminder, Upstart&#39;s platform is new and has yet to be battle-tested during an economic downturn.</p><p>But in spite of this negative news, my opinion of Upstart&#39;s artificial intelligence (AI)-based lending model remains unchanged. Rather than relying on a decade&#39;s-old loan-vetting model, Upstart&#39;s platform is able to use AI to completely automate and instantly approve about three-quarters of all applications. This means more loans can be processed at a cheaper cost to financial institutions.</p><p>Furthermore, Upstart&#39;s AI-lending platform has produced approvals at a lower average credit score than the traditional loan-vetting process; yet there hasn&#39;t been a deterioration in loan delinquencies despite this drop-off. This suggests Upstart&#39;s lending platform can open doors for a broader swath of society. Even as loan applications decline, Upstart&#39;s recent success makes it more likely that financial institutions turn to its AI solutions as a vetting tool.</p><p>But perhaps the most-exciting aspect of Upstart&#39;s lending platform is its expansion potential. Throughout the company&#39;s young history, it&#39;s predominantly focused on personal loans. Following the acquisition of Prodigy Software in 2021, Upstart now has access to AI-based auto loans. The addressable market for auto loans ($751 billion) is nearly seven times larger than that of personal loans ($112 billion). Over many years, I&#39;d be surprised if Upstart&#39;s AI lending platform wasn&#39;t also used for mortgage loan originations -- a $4.5 trillion market.</p><p>Although Upstart is rough around the edges at the moment, it has the innovative capacity and AI-powered platform to make financial institutions and its patient investors a whole lot richer.</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 Monster Growth Stocks That Can Turn $350,000 Into $1 Million by 2028</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 Monster Growth Stocks That Can Turn $350,000 Into $1 Million by 2028\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 13:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/17/3-growth-stocks-turn-350000-into-1-million-by-2028/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has not been the start to 2022 that most investors envisioned. The benchmark S&P 500 delivered its worst first-half to a new year since 1970, while the growth-dependent Nasdaq Composite tumbled, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/17/3-growth-stocks-turn-350000-into-1-million-by-2028/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","UPST":"Upstart Holdings, Inc.","GTBIF":"Green Thumb Industries Inc."},"source_url":"https://www.fool.com/investing/2022/07/17/3-growth-stocks-turn-350000-into-1-million-by-2028/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252429634","content_text":"This has not been the start to 2022 that most investors envisioned. The benchmark S&P 500 delivered its worst first-half to a new year since 1970, while the growth-dependent Nasdaq Composite tumbled, at one point, by more than 30%!While there's no question that bear markets can be scary due to the unpredictability and velocity of their downside moves, they're also the ideal opportunity for patient investors to do some shopping. No matter how volatile things may appear in the short run, all notable declines in the broad-market indexes have eventually been cleared away by bull market rallies.It's an especially good time to go bargain-hunting within the veritable sea of beaten-down, innovative growth stocks. The following three monster growth stocks all have the tools and intangibles necessary to turn a $350,000 initial investment into $1 million by 2028.NovavaxThe first mammoth growth stock with the potential to nearly triple your money over the next six years is biotech stock Novavax.Novavax's claim to fame is the company's development of a COVID-19 vaccine, NVX-CoV2373. Last year, Novavax published the results of two large-scale studies involving its vaccine in the adult population. The U.K. trial produced an 89.7% vaccine efficacy (VE), while the U.S./Mexico trial yielded a 90.4% VE. Earlier this year, Novavax released the results from a third study involving adolescents that produced an 80% VE. The point being that NVX-CoV2373 is one of only a small handful of vaccines to have reached the elusive 90% VE mark in clinical trials.What makes Novavax's COVID vaccine so intriguing is that it's protein-based, rather than focused on messenger RNA. There's a real possibility that vaccine holdouts who were concerned about mRNA vaccine technology might be more willing to receive the Novavax jab, assuming it's given the green light by the U.S. Food and Drug Administration (FDA) for emergency-use authorization (EUA).To build on this point, the FDA's advisory panel seemingly gave Novavax's vaccine a resounding endorsement in June. The panel, with one abstention, voted 21-0 in favor of approving the company's vaccine for EUA. Ultimately, the FDA granted EUA to Novavax's COVID vaccine this past week.Aside from its success in fighting COVID-19 infection, the development of NVX-CoV2373 demonstrates the value of Novavax's drug platform. In particular, it suggests the company could quickly become a leader in developing combination vaccines, such as influenza and COVID-19, or variant-specific COVID-19 vaccines.What's more, Novavax is sitting on a veritable mountain of cash. The company ended March with $1.57 billion in cash and cash equivalents, and is likely to add to these totals as it rakes in between $4 billion and $5 billion in COVID-19 vaccine sales orders in 2022. With a significant portion of the company's market cap supported by its cash, Novavax is highly de-risked as an investment.Valued at less than 3 times Wall Street's forecast earnings for this year, Novavax looks to be an absolute steal among growth stocks.Green Thumb IndustriesA second monster growth stock with the ability to turn a $350,000 investment into a cool $1 million by 2028 is U.S. marijuana stock Green Thumb Industries.As of February 2021, there wasn't a buzzier industry than cannabis. The expectation had been that Democrats gaining control of Congress, and Joe Biden taking the Oval Office, would roll out the proverbial green carpet for federal cannabis reforms. Unfortunately, the ongoing pandemic and a slew of other issues have derailed lawmakers' attempts to legalize weed in the United States. As a result, multi-state operators (MSOs) like Green Thumb have taken it on the chin. Thankfully, this shortsightedness can be your opportunity to pounce.The first thing to understand about the U.S. pot industry is that federal legalization isn't necessary for its success. Approximately three-quarters of all states have given the green light to cannabis in some capacity, which is providing more than enough organic opportunity for MSOs like Green Thumb.It's also worth noting that cannabis is treated as a nondiscretionary good. This is a fancy way of saying that consumers continue to buy pot products even if economic activity weakens or inflation soars. In a way, this makes marijuana products a basic necessity item for consumers in legalized states.What makes Green Thumb such an intriguing MSO is its revenue mix. According to a May presentation from the company, well over half of the company's sales come from derivatives, such as beverages, vapes, oils, and pre-rolls.  Aside from their higher price point, derivatives boast juicier margins than dried cannabis flower. Green Thumb's product mix has played a key role in the company generating a generally accepting accounting principles (GAAP) profit in each of the past seven quarters. For context, most U.S. MSOs still aren't profitable on a recurring basis.Green Thumb has also placed a lot of emphasis on expanding into limited-license markets. States where dispensary licensing is purposefully limited allows a company like Green Thumb the time to build up its brands and a loyal following.With a rapidly growing operating model that's clearly working, Green Thumb Industries should soon have its patient shareholders seeing green.Upstart HoldingsThe third and final monster growth stock that can turn $350,000 into $1 million by 2028 is cloud-based lending platform Upstart Holdings.Without a doubt, there'll be no shortage of skeptics ready to bet against Upstart. Last week, the company preannounced its second-quarter operating results, which fell well short of its previous guidance. According to the company, revenue is expected to be about $228 million, with a net loss ranging from $31 million to $27 million. This compares to its own prior forecast of $295 million to $305 million in sales and a quarterly loss ranging from $4 million to $0 (breakeven).The company cited inflation and recession fears as driving up interest rates and making lenders far more cautious. As a reminder, Upstart's platform is new and has yet to be battle-tested during an economic downturn.But in spite of this negative news, my opinion of Upstart's artificial intelligence (AI)-based lending model remains unchanged. Rather than relying on a decade's-old loan-vetting model, Upstart's platform is able to use AI to completely automate and instantly approve about three-quarters of all applications. This means more loans can be processed at a cheaper cost to financial institutions.Furthermore, Upstart's AI-lending platform has produced approvals at a lower average credit score than the traditional loan-vetting process; yet there hasn't been a deterioration in loan delinquencies despite this drop-off. This suggests Upstart's lending platform can open doors for a broader swath of society. Even as loan applications decline, Upstart's recent success makes it more likely that financial institutions turn to its AI solutions as a vetting tool.But perhaps the most-exciting aspect of Upstart's lending platform is its expansion potential. Throughout the company's young history, it's predominantly focused on personal loans. Following the acquisition of Prodigy Software in 2021, Upstart now has access to AI-based auto loans. The addressable market for auto loans ($751 billion) is nearly seven times larger than that of personal loans ($112 billion). Over many years, I'd be surprised if Upstart's AI lending platform wasn't also used for mortgage loan originations -- a $4.5 trillion market.Although Upstart is rough around the edges at the moment, it has the innovative capacity and AI-powered platform to make financial institutions and its patient investors a whole lot richer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073761356,"gmtCreate":1657418804075,"gmtModify":1676536004967,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073761356","repostId":"2249893579","repostType":4,"repost":{"id":"2249893579","pubTimestamp":1657337337,"share":"https://ttm.financial/m/news/2249893579?lang=&edition=fundamental","pubTime":"2022-07-09 11:28","market":"us","language":"en","title":"Nvidia: Time To Buy The King Of Data Centers","url":"https://stock-news.laohu8.com/highlight/detail?id=2249893579","media":"Seekingalpha","summary":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become it","content":"<html><head></head><body><p>Nvidia Corporation&#39;s (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.</p><p>Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.</p><p>As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.</p><h2><b>Dominating Data Centers Across All 6 Classes</b></h2><p>Nvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.</p><table><tbody><tr><td><p><b>Data Center</b></p></td><td><p><b>Market Size ($ bln)</b></p></td><td><p><b>Market Forecast CAGR</b></p></td><td><p><b>Computer Power</b></p></td><td><p><b>Location</b></p></td><td><p><b>Footprint (&#39;size&#39;)</b></p></td><td><p><b>Types of Users/ Operators</b></p></td><td><p><b>Applications</b></p></td></tr><tr><td><p>Supercomputing Data Center</p></td><td><p>6.5</p></td><td><p>16.2%</p></td><td><p>Very High</p></td><td><p>Self-operated</p></td><td><p>Large</p></td><td><p>Governments, aerospace, petroleum, and automotive industries</p></td><td><p>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research</p></td></tr><tr><td><p>Hyperscale Data Center</p></td><td><p>32.2</p></td><td><p>14.9%</p></td><td><p>High</p></td><td><p>Self-operated</p></td><td><p>Very Large</p></td><td><p>Large multinational companies, cloud service providers</p></td><td><p>Colocation, cryptography, genome processing, and 3D rendering</p></td></tr><tr><td><p>Enterprise Data Center</p></td><td><p>84.2</p></td><td><p>12.0%</p></td><td><p>Low</p></td><td><p>Self-operated</p></td><td><p>Medium</p></td><td><p>Enterprises (Various industries)</p></td><td><p>Company networks and systems (Various industries)</p></td></tr><tr><td><p>Cloud Computing Data Center</p></td><td><p>358.8</p></td><td><p>16.4%</p></td><td><p>High</p></td><td><p>Third-party</p></td><td><p>Very Large</p></td><td><p>Cloud service providers</p></td><td><p>Cloud-native application development, storage (IaaS), streaming, data analytics</p></td></tr><tr><td><p>Edge Data Center</p></td><td><p>7.9</p></td><td><p>17.0%</p></td><td><p>Medium</p></td><td><p>Third-party</p></td><td><p>Medium</p></td><td><p>Edge Data Center Companies, Telco, Healthcare</p></td><td><p>5G, AV, Telemedicine, data analytics,</p></td></tr><tr><td><p>Factory AI Data Center</p></td><td><p>2.3</p></td><td><p>47.9%</p></td><td><p>Medium</p></td><td><p>Self-operated</p></td><td><p>Low</p></td><td><p>Manufacturers</p></td><td><p>Supply Chain Optimization, Predictive Maintenance, Process Control</p></td></tr></tbody></table><p><i>Source: Research and Markets, Nvidia, Khaveen Investments</i></p><p>To illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.</p><h3><b>Supercomputing Data Center</b></h3><p>Firstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such as</p><blockquote>HPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.</blockquote><p>In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it&#39;s even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.</p><h3><b>Enterprise Data Center</b></h3><p>Besides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified System</p><blockquote>enable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.</blockquote><p>The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.</p><h3><b>Hyperscale Data Centers</b></h3><p>Moreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.</p><h3><b>Cloud Computing </b></h3><p>Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.</p><blockquote>And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – Nvidia</blockquote><h3><b>AI Factory </b></h3><p>In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.</p><blockquote>The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEO</blockquote><h3><b>Edge Data Center</b></h3><p>Lastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutions</p><blockquote>accelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.</blockquote><p>Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.</p><table><tbody><tr><td><p><b>Volume of Data Worldwide</b></p></td><td><p><b>2017</b></p></td><td><p><b>2018</b></p></td><td><p><b>2019</b></p></td><td><p><b>2020</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td></tr><tr><td><p>Cloud Infrastructure Market Revenues ($ bln)</p></td><td><p>46.5</p></td><td><p>69</p></td><td><p>96</p></td><td><p>129.5</p></td><td><p>178.0</p></td><td><p>248.1</p></td><td><p>349.7</p></td><td><p>485.7</p></td><td><p>679.8</p></td><td><p>951.4</p></td></tr><tr><td><p>Cloud Infrastructure Market Revenue Growth %</p></td><td><p>45%</p></td><td><p>48%</p></td><td><p>39%</p></td><td><p>35%</p></td><td><p>37%</p></td><td><p>39%</p></td><td><p>41%</p></td><td><p>39%</p></td><td><p>40%</p></td><td><p>40%</p></td></tr><tr><td><p>Data Volume (ZB)</p></td><td><p>26</p></td><td><p>33</p></td><td><p>41</p></td><td><p>64.2</p></td><td><p>79</p></td><td><p>97</p></td><td><p>120</p></td><td><p>147</p></td><td><p>181</p></td><td><p>222.9</p></td></tr><tr><td><p>Data Volume Growth %</p></td><td><p>44%</p></td><td><p>27%</p></td><td><p>24%</p></td><td><p>57%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>24%</p></td><td><p>23%</p></td><td><p>23%</p></td><td><p>23%</p></td></tr><tr><td><p>Total Market Capex (Adjusted)</p></td><td><p>54.3</p></td><td><p>82.8</p></td><td><p>88.0</p></td><td><p>125.7</p></td><td><p>163.9</p></td><td><p>209</p></td><td><p>271</p></td><td><p>344</p></td><td><p>442</p></td><td><p>567</p></td></tr><tr><td><p>Total Market Capex Growth %</p></td><td><p>30%</p></td><td><p>52%</p></td><td><p>6%</p></td><td><p>43%</p></td><td><p>30%</p></td><td><p>28%</p></td><td><p>29%</p></td><td><p>27%</p></td><td><p>28%</p></td><td><p>28%</p></td></tr><tr><td><p>Nvidia Data Center Share of Capex Spend</p></td><td><p>3.6%</p></td><td><p>3.5%</p></td><td><p>3.4%</p></td><td><p>5.3%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td><td><p>6.5%</p></td></tr><tr><td><p><b>Nvidia Data Center Revenues</b></p></td><td><p><b>1.9</b></p></td><td><p><b>2.9</b></p></td><td><p><b>3.0</b></p></td><td><p><b>6.7</b></p></td><td><p><b>10.6</b></p></td><td><p><b>13.6</b></p></td><td><p><b>17.5</b></p></td><td><p><b>22.3</b></p></td><td><p><b>28.6</b></p></td><td><p><b>36.7</b></p></td></tr><tr><td><p><b>Nvidia Data Center Revenues Growth %</b></p></td><td><p><b>132.5%</b></p></td><td><p><b>51.8%</b></p></td><td><p><b>1.8%</b></p></td><td><p><b>124.5%</b></p></td><td><p><b>58.5%</b></p></td><td><p><b>27.7%</b></p></td><td><p><b>29.2%</b></p></td><td><p><b>27.3%</b></p></td><td><p><b>28.3%</b></p></td><td><p><b>28.3%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Company Data, Khaveen Investments </i></p><p>Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.</p><h2><b>Integrating Software and AI into Data Centers</b></h2><p>A data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,</p><blockquote>GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.</blockquote><p>According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.</p><p>In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.</p><blockquote>With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual Report</blockquote><p></p><p><img src=\"https://static.tigerbbs.com/6b967b108b6c19a49afe2a462c51c98b\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/></p><p>Nvidia</p><p>In addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it has</p><blockquote>over 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.</blockquote><p>Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).</p><p>Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.</p><table><tbody><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>7</p></td><td><p>5</p></td><td><p>4</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>21</p></td><td><p>18</p></td><td><p>7</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>N/A</p></td><td><p>34,237</p></td><td><p>76,308</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>N/A</p></td><td><p>$ 2,277</p></td><td><p>$ 3,843</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>60</p></td><td><p>N/A</p></td><td><p>47.9</p></td></tr><tr><td><p>GPU Price</p></td><td><p>$36,405</p></td><td><p>N/A</p></td><td><p>$ 14,500</p></td></tr><tr><td><p><b>Competitive Positioning</b></p></td><td><p><b>Nvidia</b></p></td><td><p><b>Intel</b></p></td><td><p><b>AMD</b></p></td></tr><tr><td><p>Number of products</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Software AI Integrations</p></td><td><p>0.5</p></td><td><p>0.3</p></td><td><p>0.2</p></td></tr><tr><td><p>Average Data Center CPU Benchmark</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>Average Data Center CPU Price</p></td><td><p>0.2</p></td><td><p>0.5</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Performance (TFLOPS)</p></td><td><p>0.5</p></td><td><p>0.2</p></td><td><p>0.3</p></td></tr><tr><td><p>GPU Price</p></td><td><p>0.3</p></td><td><p>0.2</p></td><td><p>0.5</p></td></tr><tr><td><p><b>Weights</b></p></td><td><p><b>0.37</b></p></td><td><p><b>0.33</b></p></td><td><p><b>0.30</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments </i></p><p>Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.</p><p>In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.</p><table><tbody><tr><td><p><b>Nvidia Enterprise AI Software Revenue ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Market TAM</p></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td><p>150</p></td></tr><tr><td><p>Nvidia Enterprise AI Software</p></td><td><p>0.03</p></td><td><p>0.1</p></td><td><p>0.2</p></td><td><p>0.7</p></td><td><p>2.0</p></td><td><p>6.1</p></td><td><p>18.3</p></td><td><p>55</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td><td><p>200%</p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.</p><h2><b>$10 billion Arm CPU Opportunity in Data Centers</b></h2><p>Furthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.</p><p>According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.</p><table><tbody><tr><td><p><b>Arm CPU Market Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>x86 Data Center CPU share</p></td><td><p>95%</p></td><td><p>94%</p></td><td><p>92%</p></td><td><p>90%</p></td><td><p>87%</p></td><td><p>84%</p></td><td><p>80%</p></td><td><p>75%</p></td></tr><tr><td><p>Arm Data Center CPU Share</p></td><td><p>5%</p></td><td><p>6.3%</p></td><td><p>7.9%</p></td><td><p>10.0%</p></td><td><p>12.5%</p></td><td><p>15.8%</p></td><td><p>19.9%</p></td><td><p>25%</p></td></tr><tr><td><p>Arm Data Center CPU Share CAGR</p></td><td></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td><p>25.8%</p></td><td></td></tr><tr><td><p>x86 Data Center CPU market size</p></td><td><p>24.1</p></td><td><p>26.2</p></td><td><p>28.4</p></td><td><p>30.6</p></td><td><p>32.8</p></td><td><p>34.8</p></td><td><p>36.4</p></td><td><p>37.6</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>8.7%</p></td><td><p>8.3%</p></td><td><p>7.8%</p></td><td><p>7.0%</p></td><td><p>6.1%</p></td><td><p>4.9%</p></td><td><p>3.1%</p></td></tr><tr><td><p>Arm Data Center CPU market size</p></td><td><p>1.3</p></td><td><p>1.8</p></td><td><p>2.4</p></td><td><p>3.4</p></td><td><p>4.7</p></td><td><p>6.5</p></td><td><p>9.0</p></td><td><p>12.5</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td><td><p>38.7%</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>25.4</b></p></td><td><p><b>28.0</b></p></td><td><p><b>30.8</b></p></td><td><p><b>34.0</b></p></td><td><p><b>37.4</b></p></td><td><p><b>41.3</b></p></td><td><p><b>45.5</b></p></td><td><p><b>50.1</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td><td><p><b>10.20%</b></p></td></tr></tbody></table><p><i>Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen Investments</i></p><p>Companies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.</p><table><tbody><tr><td><p><b>Nvidia Arm CPU Revenue ($ bln)</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td><td><p><b>2026F</b></p></td><td><p><b>2027F</b></p></td><td><p><b>2028F</b></p></td></tr><tr><td><p>Share of TAM</p></td><td><p>1%</p></td><td><p>4.8%</p></td><td><p>8.6%</p></td><td><p>12.4%</p></td><td><p>16.2%</p></td><td><p>20%</p></td></tr><tr><td><p>Nvidia CPU Revenue</p></td><td><p>0.31</p></td><td><p>1.63</p></td><td><p>3.22</p></td><td><p>5.12</p></td><td><p>7.37</p></td><td><p>10.02</p></td></tr><tr><td><p>Growth %</p></td><td></td><td><p>429.0%</p></td><td><p>97.4%</p></td><td><p>58.9%</p></td><td><p>44.0%</p></td><td><p>36.0%</p></td></tr></tbody></table><p><i>Source: Khaveen Investments </i></p><p>All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.</p><p>To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.</p><h2><b>Risk: Competition from Intel</b></h2><p>In addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.</p><h2><b>Valuation</b></h2><p>We summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.</p><table><tbody><tr><td><p><b>Nvidia Revenue Projections ($ bln)</b></p></td><td><p><b>2021</b></p></td><td><p><b>2022F</b></p></td><td><p><b>2023F</b></p></td><td><p><b>2024F</b></p></td><td><p><b>2025F</b></p></td></tr><tr><td><p>Gaming</p></td><td><p>12,462</p></td><td><p>15,953</p></td><td><p>20,421</p></td><td><p>26,141</p></td><td><p>33,463</p></td></tr><tr><td><p>Professional Visualization</p></td><td><p>2,111</p></td><td><p>2,318</p></td><td><p>2,545</p></td><td><p>2,794</p></td><td><p>3,068</p></td></tr><tr><td><p>Data Center</p></td><td><p>10,613</p></td><td><p>13,632</p></td><td><p>18,051</p></td><td><p>24,606</p></td><td><p>33,858</p></td></tr><tr><td><p>Automotive</p></td><td><p>566</p></td><td><p>691</p></td><td><p>842</p></td><td><p>1,028</p></td><td><p>1,254</p></td></tr><tr><td><p>OEM and Other</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td><td><p>1,162</p></td></tr><tr><td><p><b>Total</b></p></td><td><p><b>26,914</b></p></td><td><p><b>33,755</b></p></td><td><p><b>43,022</b></p></td><td><p><b>55,731</b></p></td><td><p><b>72,806</b></p></td></tr><tr><td><p><b>Growth %</b></p></td><td><p><b>61.4%</b></p></td><td><p><b>25.4%</b></p></td><td><p><b>27.5%</b></p></td><td><p><b>29.5%</b></p></td><td><p><b>30.6%</b></p></td></tr></tbody></table><p><i>Source: Nvidia, Khaveen Investments </i></p><p>We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.</p><p></p><p><img src=\"https://static.tigerbbs.com/e00c22eaa47730a579e234e710016b3b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>SeekingAlpha, Khaveen Investments</p><p>Based on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.</p><p><img src=\"https://static.tigerbbs.com/60d370c61b912473ae428c795c9be999\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Khaveen Investments</p><h2><b>Verdict</b></h2><p>To conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.</p><p>Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a <i>Strong Buy</i> with a target price of <i>$289.85.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Time To Buy The King Of Data Centers</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\">\nNvidia: Time To Buy The King Of Data Centers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-09 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4522089-nvidia-time-to-buy-the-king-of-data-centers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249893579","content_text":"Nvidia Corporation's (NASDAQ:NVDA) data center segment has overtaken its Gaming segment to become its largest segment, in its Q1 FY2023, growing robustly by 83% YoY. Based on the company’s breakdown of its data center business across 6 data center classes, we examined its product offering that caters to these customers and determined the outlook of its data center business segment as a whole.Moreover, we looked into the company’s product offerings of its GPUs and software to offer the full stack for data centers and how it is integrating AI and software functionalities to build on its data center leadership.As it recently introduced its Arm CPU products for data centers, we analyzed the Arm CPU market and the players within, and projected its share vs x86 processors. Based on this, we estimated the market opportunity for Nvidia and its revenue growth.Dominating Data Centers Across All 6 ClassesNvidia’s data center segment has become its largest segment accounting for 45% of revenues in Q1 FY2023 and had the highest growth CAGR of 73.8% in the past 5 years. Its computing platform consists of hardware and software such as GPUs, DPUs, interconnects and systems, CUDA programming model and software libraries. According to Nvidia’s CEO, the company listed 6 types of data center classes: supercomputing centers, enterprise computing data centers, hyperscalers, cloud computing and two new classes which are FactoryAI and edge data centers. In the table below, we compiled the different data center classes by their market sizes, forecast CAGR, location, applications, users, relative compute power and footprint.Data CenterMarket Size ($ bln)Market Forecast CAGRComputer PowerLocationFootprint ('size')Types of Users/ OperatorsApplicationsSupercomputing Data Center6.516.2%Very HighSelf-operatedLargeGovernments, aerospace, petroleum, and automotive industriesHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion researchHyperscale Data Center32.214.9%HighSelf-operatedVery LargeLarge multinational companies, cloud service providersColocation, cryptography, genome processing, and 3D renderingEnterprise Data Center84.212.0%LowSelf-operatedMediumEnterprises (Various industries)Company networks and systems (Various industries)Cloud Computing Data Center358.816.4%HighThird-partyVery LargeCloud service providersCloud-native application development, storage (IaaS), streaming, data analyticsEdge Data Center7.917.0%MediumThird-partyMediumEdge Data Center Companies, Telco, Healthcare5G, AV, Telemedicine, data analytics,Factory AI Data Center2.347.9%MediumSelf-operatedLowManufacturersSupply Chain Optimization, Predictive Maintenance, Process ControlSource: Research and Markets, Nvidia, Khaveen InvestmentsTo illustrate the market sizes of each data center class, we compiled the market revenues and forecast CAGR of each data center class based on Research and Markets. Based on the table above, cloud computing is the largest ($359 bln) as it consists of major cloud service providers including AWS, Azure and Google Cloud. this is followed by Enterprise Data Centers. Overall, the combined market size of the 6 data center classes is worth around $491 bln. However, the new data center classes, Factory AI and edge data center, have the highest CAGR of 47.9% and 17% respectively.Supercomputing Data CenterFirstly, supercomputing data centers which are computers with much higher computational capacities supporting intensive applications such asHPC, quantum mechanics, weather forecasting, oil and gas exploration, molecular modeling, physical simulations, aerodynamics, nuclear fusion research.In 2021, Nvidia claimed that 70% of the TOP500 supercomputers in the world are powered by its accelerators and it's even higher at 90% for new systems. The company had remarkable growth in this area over the past 10 years from 34% share of the TOP500 systems in 2011. For example, the company’s GPUs power the fastest supercomputers in the U.S. and Europe like the Oak Ridge National Labs’ Summit, the world’s smartest supercomputer. The company has recently introduced its H100 GPUs based on its Hopper architecture which follows its A100 GPUs based on its Ampere architecture. Supercomputers are equipped with a large number of GPUs, previously Nvidia stated that 6 supercomputers used a total of 13,000 A100 GPUs.Enterprise Data CenterBesides supercomputers, the company also targets enterprise systems. According to Cisco, compared to other types of data centers, enterprise data centers are built and operated by companies within their premises and optimized for their users to support their data and storage requirements by companies in various industries such as IT, financial services, and healthcare. However, in comparison, hyperscale data centers have higher compute capacities. Based on Nvidia, its NVIDIA-Certified Systemenable enterprises to confidently deploy hardware solutions that securely and optimally run their modern accelerated workloads.The company’s Nvidia-certified data center partners include the top server providers such as Lenovo (OTCPK:LNVGY), Fujitsu (OTCPK:FJTSF), Dell (DELL), Cisco (CSCO), and HPE (HPE), with a combined market share of over 38% of the server market based on the IDC. Also, the company introduced its EGX for enterprise as well as edge computing.Hyperscale Data CentersMoreover, Nvidia also targets hyperscale data centers which are massive facilities exceeding 5,000 servers and 10,000 square feet according to the IDC. They are “designed to support robust and scalable applications” due to their agility to scale up or down to meet customers’ demands by adding more computing power to their infrastructure. For example, companies which operate these facilities include Yahoo, Facebook (META), Microsoft (MSFT), Apple (AAPL), Google (GOOG, GOOGL) and Amazon (AMZN). According to Vertiv, there were more than 600 hyperscale data centers in 2021. Nvidia has “ready-to-use system reference designs” based on its GPUs such as its HGX product for hyperscale and supercomputing data centers.Cloud Computing Additionally, the company also underline cloud computing data centers, allowing customers and developers to leverage Nvidia’s hardware through the cloud to support applications such as advanced medical imaging, automated customer service, and cinematic-quality gaming. According to Microsoft, cloud computing is the delivery of computing services over the internet with services such as IaaS, PaaS and SaaS with use cases including creating cloud-native applications, streaming and data analytics. Besides that, Nvidia has partnerships with major cloud service providers including Amazon, the market leader in the cloud infrastructure market with a 33% market share in 2021 according to Canalys, trailed by Microsoft Azure, Google Cloud and Alibaba Cloud (BABA, OTCPK:BABAF). These cloud providers are also part of the company’s partner ecosystem.And now, with NVIDIA’s GPU-accelerated solutions available through all top cloud platforms, innovators everywhere can access massive computing power on demand and with ease. – NvidiaAI Factory In addition to these 4 classes of data centers, the company also highlighted the first new data center class which is “AI Factory.” According to CEO Jensen Huang, manufacturers are becoming “intelligence manufacturers” processing and refining data. The company highlighted its GPU-accelerated computing for applications leveraging AI including Supply Chain Optimization, Predictive Maintenance and Process Control for operations optimization improved time-to-insight and lower cost. According to Nvidia’s CEO, the company highlighted 150,000 factories refining data, creating models and becoming intelligence manufacturers. The company has its AGX platform for autonomous machines. For example, one customer of the company is BMW which is using its hardware and software for its robotics and machinery.The idea is to equip BMW’s factory with all manner of Nvidia hardware. First, the company will use Nvidia’s DGX and Isaac simulation software to train and test the robots; Nvidia Quadro ray-tracing GPUs will render synthetic machine parts. – Nvidia CEOEdge Data CenterLastly, the company also highlighted edge data centers which are smaller data centers that are closer to end-users for lower latency and greater speed benefits according to Nlyte Software. Nvidia highlighted that edge data centers span a wide range of applications such as “warehouse, retail stores, cities, public places, cars, robots”. Compared to cloud computing where data is sent from the edge to the cloud, edge computing refers to data computed right at the edge. The company’s EGX for enterprise and edge computing. Based on the company, its NVIDIA EGX and Jetson solutionsaccelerate the most powerful edge computing systems to power diverse applications, including industrial inspection, predictive maintenance, factory robotics, and autonomous machines.Furthermore, we updated our revenue projection for Nvidia’s data center segment in the table below from our previous analysis based on its data center revenue share of the total cloud market capex. To derive this, we forecasted the total cloud market capex based on our projection of the total cloud market from data volume growth forecasts.Volume of Data Worldwide201720182019202020212022F2023F2024F2025F2026FCloud Infrastructure Market Revenues ($ bln)46.56996129.5178.0248.1349.7485.7679.8951.4Cloud Infrastructure Market Revenue Growth %45%48%39%35%37%39%41%39%40%40%Data Volume (ZB)26334164.27997120147181222.9Data Volume Growth %44%27%24%57%23%23%24%23%23%23%Total Market Capex (Adjusted)54.382.888.0125.7163.9209271344442567Total Market Capex Growth %30%52%6%43%30%28%29%27%28%28%Nvidia Data Center Share of Capex Spend3.6%3.5%3.4%5.3%6.5%6.5%6.5%6.5%6.5%6.5%Nvidia Data Center Revenues1.92.93.06.710.613.617.522.328.636.7Nvidia Data Center Revenues Growth %132.5%51.8%1.8%124.5%58.5%27.7%29.2%27.3%28.3%28.3%Source: Nvidia, Company Data, Khaveen Investments Overall, we believe the company’s data center segment outlook is supported by its presence across the 6 types of data centers underlined including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI. Besides a broad product portfolio catering to each data center class, the company also has partnerships with key customers such as major server vendors and cloud service providers. Based on our revenue projection, we derived an average revenue growth rate of 28.2% for its segment through 2026.Integrating Software and AI into Data CentersA data center consists of chips including GPU, central processing unit (CPU), and field-programmable gate array (FPGA) which are some of the commonly used data center chips according to imarc. According to the company, it highlighted the greater compute capabilities of GPUs used as accelerators in data centers running tens of thousands of threads compared to CPUs. According to Network World,GPUs are better suited than CPUs for handling many of the calculations required by AI and machine learning in enterprise data centers and hyperscaler networks.According to Ark Invest, CPUs comprised 83% of data center budgets in 2020 but were forecasted to decline to 40% by 2030 as GPUs become the dominant processor.In its annual report, Nvidia claims to have a platform strategy that brings its hardware, software, algorithms and software libraries together. Furthermore, the company highlighted the introduction of its CUDA programming model which enabled its GPUs with parallel processing capabilities for intensive compute workloads such as deep learning and machine learning.With our introduction of the CUDA programming model in 2006, we opened the parallel processing capabilities of our GPU for general-purpose computing. This approach significantly accelerates the most demanding high-performance computing, or HPC, applications in fields such as aerospace, bioscience research, mechanical and fluid simulations, and energy exploration. Today, our GPUs and networking accelerate many of the fastest supercomputers across the world. In addition, the massively parallel compute architecture of our GPUs and associated software are well suited for deep learning and machine learning, powering the era of AI. While traditional CPU-based approaches no longer deliver advances on the pace described by Moore’s Law, we deliver GPU performance improvements on a pace ahead of Moore’s Law, giving the industry a path forward. – Nvidia 2022 Annual ReportNvidiaIn addition, as seen in the chart above, the company claims to provide a full stack of AI solutions. Besides its hardware, Nvidia has a collection of AI software solutions and development kits for customers and software developers including Clara Mionai, Riva, Maxine, Nemo and Merlin. Moreover, according to the company, it hasover 450 NVIDIA AI libraries and software development kits to serve industries such as gaming, design, quantum computing, AI, 5G/6G, and robotics.Furthermore, its products support various AI software frameworks and software such as RAPIDS, TensorFlow and PyTorch. As Nvidia continued to build up its AI stack, the company’s patents had been steadily increasing since 2018 to 1,174 in 2021 based on Global Data. In comparison, AMD’s patents had also been rising since 2017 with a higher number of patents (1,795) while Intel’s patent filings had been declining but have the most number of patents (11,677).Additionally, the company had introduced its standalone enterprise software offering including NVIDIA AI Enterprise which is $1,000 per node and has 25,000 enterprises already using its technology for AI. According to the company, it had a server installed base of 50 mln enterprises and a TAM of $150 bln for its Enterprise AI software based on its Investor Day Presentation. To determine the share of TAM we expect Nvidia to derive, we compared it against AMD and Intel in terms of its breadth of products, AI software integrations, GPU and CPU performance and price. We ranked the best company for each category with a weight of 0.5 followed by 0.3 for the second-best and 0.2 for the last company and calculated its average weight as our assumption for each company’s share of the TAM.Competitive PositioningNvidiaIntelAMDNumber of products754Software AI Integrations21187Average Data Center CPU BenchmarkN/A34,23776,308Average Data Center CPU PriceN/A$ 2,277$ 3,843GPU Performance (TFLOPS)60N/A47.9GPU Price$36,405N/A$ 14,500Competitive PositioningNvidiaIntelAMDNumber of products0.50.30.2Software AI Integrations0.50.30.2Average Data Center CPU Benchmark0.20.50.3Average Data Center CPU Price0.20.50.3GPU Performance (TFLOPS)0.50.20.3GPU Price0.30.20.5Weights0.370.330.30Source: Nvidia, Intel, AMD, WFTech, Khaveen Investments Based on the table, Nvidia has the broadest product breadth between AMD (4) and Intel (5) with 7 products as the company product offerings include GPUs and DPUs as well as reference design systems such as AGX, HGX, EGX and DGX. Also, it is planning to introduce CPUs based on Arm architecture. In comparison, Intel follows behind with its portfolio of ASICs, FPGAs, GPUs, CPUs and Smart NICs while AMD has FPGAs (Xilinx), CPUs, GPUs and DPUs. Furthermore, by referring to these companies’ AI presentation pitch decks and websites, we found that Nvidia has the highest AI software integrations (21) with its broad collection as stated above in addition to its cloud deployment and infrastructure optimization including Nvidia GPU Operator, Network Operator, vGPU, MagnumIO, CUDA-AI and vSphere integration as part of its AI Enterprise package. As Nvidia’s CPU and Intel’s GPU have yet to launch, we ranked it as the lowest with N/A for our calculations.In terms of hardware, we compared Intel and AMD data center CPUs from our previous analysis of Intel where we determined AMD’s performance advantage based on its higher benchmark score but with premium pricing compared to Intel. Additionally, we compared Nvidia’s H100 GPU based on its performance as measured by its TFLOPS specs with a higher maximum of 60 TFLOPS compared to AMD’s Instinct M250. Though, Nvidia’s GPU has a higher estimated price compared to AMD.Nvidia Enterprise AI Software Revenue ($ bln)20212022F2023F2024F2025F2026F2027F2028FMarket TAM150Nvidia Enterprise AI Software0.030.10.20.72.06.118.355Growth %200%200%200%200%200%200%200%Source: Nvidia, Khaveen Investments Overall, we determined that Nvidia edged out Intel and AMD with the highest competitive positioning with an average weightage for Nvidia at 37% which we used as our assumption for its share of the Enterprise AI software TAM. Based on the company’s $150 bln TAM as highlighted from its Investor Day, we estimated its revenue opportunity to be $55 bln growing at a CAGR of 200% from 2021 (calculated based on its average cost of $1,000 and 25,000 existing customers) which we believe is not unreasonable given the expected rise of AI which could contribute $15.7 tln in economic output by 2030 according to PwC.$10 billion Arm CPU Opportunity in Data CentersFurthermore, the company had recently introduced its Arm-based Grace CPU for data centers. In terms of specifications, it features 144 CPU cores, 1TB/s LPDDR5X and is connected coherently over NVLink®-C2C. The company also announced that multiple hardware vendors, including ASUS (OTC:AKCPF), Foxconn Industrial Internet, GIGABYTE, QCT, Supermicro and Wiwynn will build Grace-based systems that will start shipping in H1 2023. Additionally, the company had previously secured the Swiss National Supercomputing Centre, which has a budget of around $25 mln (fulfills 8% of forecasted Nvidia CPU revenue in 2023), as a customer for its CPUs and GPUs to provide 20 exaflops of AI performance.According to Omdia, 5% of servers shipped had Arm CPUs which is an increase compared to 2.5% in 2020. According to Softbank (OTCPK:SFTBY), the market share of Arm-based CPUs was forecasted to increase to 25% by 2028. We estimated the x86 data center CPU market size based on Intel’s DCG segment had revenues of $22.7 bln with a market share of 94.1% in 2021 based on Passmark. We then estimated the total data center CPU market size based on Arm’s market share of 5% by Omdia to derive the total data center CPU market which we forecasted to grow at a CAGR of 10.2% by 2028. Assuming the share of Arm CPUs increases to 25% by 2028 based on Softbank’s forecast, we derive the total Arm CPU market size of $12.5 bln in 2028.Arm CPU Market Projections ($ bln)20212022F2023F2024F2025F2026F2027F2028Fx86 Data Center CPU share95%94%92%90%87%84%80%75%Arm Data Center CPU Share5%6.3%7.9%10.0%12.5%15.8%19.9%25%Arm Data Center CPU Share CAGR25.8%25.8%25.8%25.8%25.8%25.8%x86 Data Center CPU market size24.126.228.430.632.834.836.437.6Growth %8.7%8.3%7.8%7.0%6.1%4.9%3.1%Arm Data Center CPU market size1.31.82.43.44.76.59.012.5Growth %38.7%38.7%38.7%38.7%38.7%38.7%38.7%Total25.428.030.834.037.441.345.550.1Growth %10.20%10.20%10.20%10.20%10.20%10.20%10.20%Source: Intel, Omdia, Softbank, BlueWeave Consulting, Khaveen InvestmentsCompanies such as Amazon, Ampere and Huawei had been developing Arm-based CPUs for servers. However, Amazon Graviton processors and Huawei’s Kunpeng chips are used in their own data centers in comparison to Nvidia. Based on a comparison of their specifications against Nvidia, Nvidia’s CPU offer a superior core count (144) compared to Ampere Altra Max (128), Amazon Graviton3 (64) and Huawei Kunpeng 920 (64). In terms of product and software integration, according to Nvidia, the Grace CPU will support its HPC software development kit and a full suite of CUDA libraries.Nvidia Arm CPU Revenue ($ bln)2023F2024F2025F2026F2027F2028FShare of TAM1%4.8%8.6%12.4%16.2%20%Nvidia CPU Revenue0.311.633.225.127.3710.02Growth %429.0%97.4%58.9%44.0%36.0%Source: Khaveen Investments All in all, we expect Nvidia’s introduction of its Arm CPU to support its data center segment growth as the company had already secured system hardware partners to build Grace CPU-based systems in H1 2023 and supercomputer customers. Additionally, we believe the company could be supported by its performance advantage with its 144 core CPU which is higher than its competitors as well as integrated with its other AI software.To project Nvidia’s CPU revenue, we assumed its share to rise 20% of our estimated market size by 2028 from 1% in 2023 assuming it releases its CPU as planned. We based our assumption of a 20% market share as we believe it could be faced with not only competitors such as Ampere but also AMD as its CFO indicated that it could embrace Arm CPUs and already had used Arm cores in other products such as microcontrollers while Intel plans to make Arm-based chips with its foundry for customers. This translates to average revenue growth of 133.1% for the company.Risk: Competition from IntelIn addition to competition from AMD, Nvidia could face greater competition as Intel introduced its data center GPUs. While Intel (INTC) has not established itself in the discrete GPU market despite leading the total GPU market with its integrated GPUs, we believe the company could pose a significant threat to Nvidia. This is because Intel dominated the data center CPU market with a 94% market share in 2021 based on PassMark. We believe this could provide Intel with an opportunity to leverage its relationships with key data center customers with cross-selling opportunities. That said, as covered in our previous analysis, we also expect Advanced Micro Devices (AMD) to gain market share against Intel with its performance competitive advantages from its CPU portfolio.ValuationWe summarized our revenue projections for the company’s Data Center segment in the table below. Whereas for its other segments, we retained our projections based on our previous analysis. Compared to our previous analysis, our revised revenue projections have a higher average revenue growth forecast of 28.3% compared to 23.4% in our previous analysis driven by higher revenue growth in its Data Center segment at an average of 33.6% compared to 21.9% previously.Nvidia Revenue Projections ($ bln)20212022F2023F2024F2025FGaming12,46215,95320,42126,14133,463Professional Visualization2,1112,3182,5452,7943,068Data Center10,61313,63218,05124,60633,858Automotive5666918421,0281,254OEM and Other1,1621,1621,1621,1621,162Total26,91433,75543,02255,73172,806Growth %61.4%25.4%27.5%29.5%30.6%Source: Nvidia, Khaveen Investments We valued the company based on a DCF analysis as we continue to expect it to generate positive FCFs. We updated our terminal value of the average chipmaker EV/EBITDA to 18.44x from 23.9x previously.SeekingAlpha, Khaveen InvestmentsBased on a discount rate of 13.3% (company’s WACC), our model shows its shares are undervalued by 99.58%.Khaveen InvestmentsVerdictTo conclude, we expect the company’s data center segment’s segment outlook to be supported by its presence across the 6 data center classes including supercomputers, enterprise computing, hyperscalers, cloud computing, edge computing and Factory AI with its broad hardware solutions and partnerships with key customers. Additionally, with its full stack of AI solutions, we expect the company to leverage its competitiveness to expand with its Enterprise AI software with an estimated revenue opportunity of $55 bln by 2028. Lastly, with the planned launch of its Arm CPU by 2023, we forecasted its revenue opportunity of $10 bln by 2028 based on a 20% market share assumption.Overall, we revised our revenue growth projections for the company with a higher average of 28.3% compared to 23.4% previously driven by higher data center segment growth from 21.9% to 33.6%. However, we obtained a lower price target with a lower EV/EBITDA average of 18.44x from 23.4x previously as well as a higher discount rate. Though, Nvidia’s stock price had declined by 51% YTD which we believe presents an attractive upside for the company. Overall, we rate the company as a Strong Buy with a target price of $289.85.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062816443,"gmtCreate":1652050803382,"gmtModify":1676535017514,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062816443","repostId":"1131831539","repostType":4,"repost":{"id":"1131831539","pubTimestamp":1651980653,"share":"https://ttm.financial/m/news/1131831539?lang=&edition=fundamental","pubTime":"2022-05-08 11:30","market":"us","language":"en","title":"Tesla: Overvalued By 85.26% And Not A Technology Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1131831539","media":"Seeking Alpha","summary":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successfu","content":"<html><head></head><body><p>Summary</p><ul><li>Make no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.</li><li>Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn&#39;t mean Tesla&#39;s stock is a good investment today.</li><li>100% of gross profit and net income is generated from the automotive sector as Tesla&#39;s other businesses lose money, making them an automobile manufacturing company, not a technology company.</li><li>I compared Tesla&#39;s metrics to the auto industry and big tech and the results are the same, Tesla&#39;s valuation is egregious.</li></ul><p>It&#39;s rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.&#39;s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA&#39;s financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA&#39;s stock.</p><p>I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn&#39;t have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren&#39;t enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.</p><p>Just because TSLA is a great company, it doesn&#39;t mean TSLA has a great stock, or it isn&#39;t overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.</p><p><b>Tesla Vs. The World In The Automotive Sector</b></p><p>It feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it&#39;s their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let&#39;s look at the raw numbers.</p><p>TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA&#39;s market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.</p><p><img src=\"https://static.tigerbbs.com/ff930d2442bf282c1bd880cca408eb94\" tg-width=\"640\" tg-height=\"327\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo</p><p>The P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.</p><p><img src=\"https://static.tigerbbs.com/c9b9661fde232925a758c38fd2e93f36\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>As a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.</p><p><img src=\"https://static.tigerbbs.com/d25806eb839eb9ca2b4ef3c24218048c\" tg-width=\"640\" tg-height=\"330\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>TSLA is a great company, but its current valuation has become overly inflated. TSLA&#39;s market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.</p><p><img src=\"https://static.tigerbbs.com/a1b686de4009ca733ff9651ce0d9fcaf\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Looking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA&#39;s market cap reflects a level of dominance that is non-existent.</p><p>Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It&#39;s just math. TSLA doesn&#39;t have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.</p><p><img src=\"https://static.tigerbbs.com/442ffe151dd83bc524785857925f9797\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>www.goodcarbadcar.net</p><p><b>Tesla Isn&#39;t A Technology Company And Shouldn&#39;t Be Valued As One</b></p><p>The valuation rebuttal has always been that TSLA isn&#39;t an automobile company, rather, it&#39;s a technology company.</p><p><img src=\"https://static.tigerbbs.com/bbc9ccb2cb8a0e7d40804db24e183214\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Page 23 ofTSLA&#39;s Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA&#39;s gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn&#39;t even factor in operating expenses.</p><p>TSLA manufacturers state of the art automobiles, but this doesn&#39;t classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.</p><p>Prior to the comparisons, I want to frame the analysis by providing each company&#39;s market cap:</p><ul><li>AAPL $2.69 Trillion</li><li>MSFT $2.17 Trillion</li><li>GOOGL $1.62 Trillion</li><li>AMZN $1.28 Trillion</li><li>TSLA $986.92 Billion</li><li>FB $604.62 Billion</li></ul><p>I am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.</p><p>This is absolutely remarkable, but it doesn&#39;t place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that&#39;s $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN&#39;s market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn&#39;t support the valuation.</p><p><img src=\"https://static.tigerbbs.com/3c0fbd4eb93f026c4575ee8f77f53e4b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Next, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn&#39;t support the valuation when FB has a market cap that&#39;s $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.</p><p><img src=\"https://static.tigerbbs.com/c9716477607711ee0b6d4f77eb24c890\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>The new metric bulls are using in their thesis is TSLA&#39;s free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.</p><p>Let&#39;s look at FB once again, since TSLA&#39;s valuation isn&#39;t based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA&#39;s growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that&#39;s almost $400 billion less than TSLA. Growth within the financials does not support TSLA&#39;s valuation, which is a breath away from $1 trillion.</p><p><img src=\"https://static.tigerbbs.com/902a7074eda9e8f2f2765e0833423d2c\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/></p><p>Steven Fiorillo, Seeking Alpha</p><p>Today you&#39;re paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that&#39;s growing its earnings quickly is normal, but TSLA isn&#39;t growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA&#39;s growth factor, but this doesn&#39;t hold up when FB has grown by larger amounts from larger starting positions and has a P/E that&#39;s a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.</p><p><img src=\"https://static.tigerbbs.com/75168f6e39ced721cf0c53d78481a983\" tg-width=\"614\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/>TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN&#39;s revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN&#39;s grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN&#39;s.</p><p><img src=\"https://static.tigerbbs.com/aad00a6c490808962705a1a2dae45cfe\" tg-width=\"608\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/>TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it&#39;s been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.</p><p>Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company&#39;s FCF. Today, you&#39;re paying 142.52x TSLA&#39;s FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.</p><p>Why on earth would you want to pay 142.52x for TSLA&#39;s FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.</p><p>So what is a fair price to FCF multiple for TSLA? I don&#39;t believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.</p><p>I don&#39;t want to be overly bearish, so I will place a 21x multiple on TSLA&#39;s FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA&#39;s FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It&#39;s just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.</p><p>At the very least, there isn&#39;t a single reason why TSLA&#39;s market cap is larger than FB&#39;s. There isn&#39;t a single metric that TSLA beats FB in. Based on FB&#39;s valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.</p><p><img src=\"https://static.tigerbbs.com/b81a61d60d9ec098276569cc4a501da0\" tg-width=\"627\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/>TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).</p><p>The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL&#39;s. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.</p><p><b>TSLA&#39;s Future Catalysts Have A Long Way To Go Before Impacting Its Bottom Line</b></p><p>There are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it&#39;s only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.</p><p>TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.</p><p>We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance&#39;s $1 billion revenue mark is a long way away.</p><p><img src=\"https://static.tigerbbs.com/e86de6232b9abf7cee46a9607eb09741\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p>Next,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn&#39;t make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA&#39;s FSD isn&#39;t leaps and bounds ahead of the competition, the problem is that it&#39;s not exactly a self-driving car.</p><p>The questions around legality and where you can use it pop into my head, and how many of TSLA&#39;s drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.</p><p>Which Features Come With My Subscription?</p><blockquote>The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.</blockquote><blockquote><i>Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.</i></blockquote><p>The last catalyst is Robotaxis which many have commented on in my articles before. We&#39;re so far off on Robotaxis that this can&#39;t be considered in TSLA&#39;s upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.</p><p>Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don&#39;t want other people that I don&#39;t know in my car. I would think there are many others that have similar viewpoints.</p><p>The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA&#39;s growth rate become significantly reduced as more luxury operators put EVs on the road.</p><p>At TSLA&#39;s current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA&#39;s growth across any of the sectors isn&#39;t larger than FB or GOOGL?</p><p><b>Tesla Continues To Dilute Shareholders, And Almost No Shareholders Care</b></p><p>Dilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can&#39;t buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.</p><p>This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder&#39;s ownership and the amount of equity, revenue, and EPS our shares represent.</p><p>If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.</p><p><b>I Could Be Completely Wrong, And Tesla Could Continue Growing At These Rates</b></p><p>TSLA&#39;s vehicle deliveries continue to outpace its growing production. YoY TSLA&#39;s deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA&#39;s Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn&#39;t just focusing on the U.S, they have Europe and China in their sights.</p><p>EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).</p><p>Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.</p><p>The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA&#39;s dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.</p><p>Bulls aren&#39;t incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA&#39;s future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.</p><p>The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA&#39;s current 13.51% profit margin, if they achieved TM&#39;s level of revenue, they would generate $30.59 billion of net income, which would definitely make today&#39;s valuation look more realistic.</p><p><img src=\"https://static.tigerbbs.com/93c9176fa9bebc2c940e038cafd23229\" tg-width=\"603\" tg-height=\"631\" referrerpolicy=\"no-referrer\"/></p><p>Tesla</p><p><b>Conclusion</b></p><p>You&#39;re probably wondering how I can be a shareholder and be a bear on TSLA&#39;s valuation at the same time. It&#39;s simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.</p><p>Keep in mind a company and a company&#39;s stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it&#39;s FB or GOOGL. TSLA is not a technology company; it&#39;s an automobile company, as the automotive segments drive 100% of its gross revenue and net income.</p><p>TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA&#39;s $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.</p><p>With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it&#39;s hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Overvalued By 85.26% And Not A Technology Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Overvalued By 85.26% And Not A Technology Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-08 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4507535-tesla-overvalued-by-85-26-percent-and-not-a-technology-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131831539","content_text":"SummaryMake no mistake, Tesla is a phenomenal company that has accomplished the unthinkable as it broke through extreme barriers of entry to disrupt the auto industry.Just because Tesla is a successful company that is causing automotive titans to change from combustible engines to EVs doesn't mean Tesla's stock is a good investment today.100% of gross profit and net income is generated from the automotive sector as Tesla's other businesses lose money, making them an automobile manufacturing company, not a technology company.I compared Tesla's metrics to the auto industry and big tech and the results are the same, Tesla's valuation is egregious.It's rare to find companies that have cult-like followings with loyalists willing to pay any price for its stock. The debate regarding Tesla, Inc.'s (NASDAQ:TSLA) valuation continues to be a topic of conversation between the bulls and the bears. Oneside argues that TSLA's financial growth and future prospects, including FSD, insurance, and robotaxis, justify the current $902.12 billion valuations, while others argue that the current financials and cult-like following have led to a massive overvaluation in TSLA's stock.I tip my hat to Elon Musk, as his accomplishments are second to none. When others called him crazy, Mr. Musk chose one of the hardest industries to compete in, started TSLA from the ground up, went to battle against the auto manufacturers, and succeeded. TSLA is one of the rare success stories that has truly shaped an industry, and the barriers of entry that were overcome are astonishing. TSLA didn't have the capital, manufacturing, credibility, or the infrastructure that its competitors did, yet they found a way to succeed. If the odds weren't enough which TSLA faced, they accomplished their goals without a combustible engine and pioneered an entirely new sector within the automotive industry.Just because TSLA is a great company, it doesn't mean TSLA has a great stock, or it isn't overvalued. I am not bearish on TSLA the company because I believe they still have a long runway of growth ahead of them, but I am bearish on the valuation. Prior to leaving a comment on why I am wrong, please read the article and think about the metrics I am citing; then, I will happily discuss any viewpoints about the analysis.Tesla Vs. The World In The Automotive SectorIt feels like TSLA vs. the world whenever TSLA is discussed. Discussing who makes a better automobile is a matter of opinion, and everyone is correct because it's their opinion. If person A thinks TSLA makes the best car and person B thinks Mercedes Benz makes the best car, they are both correct. Debating over this is pointless, so let's look at the raw numbers.TSLA has a larger market cap than the combination ofToyota(TM),Volkswagen(OTCPK:VWAGY),Daimler(OTCPK:DDAIF),BMW(OTCPK:BMWYY),General Motors(GM),Ford(F),Honda(HMC),Ferrari(RACE),Nissan(OTCPK:NSANY),Subaru(OTCPK:FUJHY),Volvo(OTCPK:VOLAF), andMazda(OTCPK:MZDAY). TSLA's market cap is currently $986.92 billion, while the combination of these 12 companies is $777.41 billion.Steven FiorilloThe P/S ratio is often cited to justify the valuation. The combination of TM, VWAGY, DDAIF, BMWYY, GM, F, HMC, RACE, NSANY, FUJHY, VOLAF, and MZDAY has generated $1.38 trillion in revenue over the TTM, putting their P/S at 0.56, while TSLA has generated $62.19 billion in revenue and has a 15.87 P/S.Steven Fiorillo, Seeking AlphaAs a combined entity, these 12 companies have generated $118.29 billion in net income, while TSLA has produced $8.4 billion.Steven Fiorillo, Seeking AlphaTSLA is a great company, but its current valuation has become overly inflated. TSLA's market cap is $209.52 billion larger than these 12 auto manufacturers, yet the combination of the 12 auto manufacturers generates $1.32 trillion more in revenue and $109.89 billion more in net income.Steven Fiorillo, Seeking AlphaLooking at the market caps, one would assume that TSLA has a dominant majority over its competitors in auto sales within the U.S. According to the2021 data, TSLA sold 2.02% of all vehicles in the U.S. TSLA's market cap reflects a level of dominance that is non-existent.Realistically, TSLA will have a hard time disrupting the sector further due to the price point of their vehicles. The reality is that, unless TSLA can sell a car that rivals a Honda or Toyota, doubling its market share is going to be a daunting task. It's just math. TSLA doesn't have a product for the masses, and while it may continue to grow in the luxury segment, the amount of growth that can be achieved is limited due to the pricing power of the consumer.www.goodcarbadcar.netTesla Isn't A Technology Company And Shouldn't Be Valued As OneThe valuation rebuttal has always been that TSLA isn't an automobile company, rather, it's a technology company.TeslaPage 23 ofTSLA's Q1 2022 slide deck from their earnings call is their statement of operations. Once again, 100% of TSLA's gross profit and net income are derived from automobiles. Energy generation and storage lose money as it generates $616 million in revenue while the cost of this revenue is $688 million. The same goes for Services and others, as this segment generates $1.279 billion in revenue while the cost of this revenue is $1.286 billion. This doesn't even factor in operating expenses.TSLA manufacturers state of the art automobiles, but this doesn't classify them as a technology company, nor should they be classified as one. Since this is always the rebuttal and technology companies trade at larger earnings multiples, I will compare TSLA to Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG) (GOOGL), and Meta Platforms (FB) and illustrate why TSLA is still drastically overvalued if the market was still to provide it with a tech multiple.Prior to the comparisons, I want to frame the analysis by providing each company's market cap:AAPL $2.69 TrillionMSFT $2.17 TrillionGOOGL $1.62 TrillionAMZN $1.28 TrillionTSLA $986.92 BillionFB $604.62 BillionI am going to start with growth because this is always the key metric bulls point out. Since the close of 2018, which is 3.25 fiscal years, TSLA has grown its revenue from $21.46 billion to $62.19 billion.This is absolutely remarkable, but it doesn't place TSLA in the upper epsilon of technology companies. Over the same period, FB grew its revenue by $63.83 billion, which is more than what TSLA produced in the TTM. FB grew its revenue by more than what TSLA produces and generates just about double the revenue ($119.67 billion), yet TSLA has a larger market cap. For everyone who has used growth as their investment premise, FB having a market cap that's $382.30 less than TSLA nullifies that aspect of the bull thesis. AMZN's market cap is only $294.33 billion larger than TSLA, yet they generated $477.75 billion in revenue and grew their revenue by $341.76 billion in this period. Using revenue growth for TSLA doesn't support the valuation.Steven Fiorillo, Seeking AlphaNext, I will turn to profits because, at the end of the day, businesses are in the business of making money. Once again, TSLA has done a fantastic job of monetizing its business and, in 3.25 short years, has gone from losing -$976 million to make $8.4 billion in the TTM for an increase of $9.38 billion. FB has produced $37.34 billion in profit in the TTM, and its net income grew by $15.23 billion over this period. Using growth doesn't support the valuation when FB has a market cap that's $382.30 less than TSLA and grew its profits in this period by almost double what TSLA has generated in the TTM.Steven Fiorillo, Seeking AlphaThe new metric bulls are using in their thesis is TSLA's free cash flow (FCF). Once again, TSLA has done an excellent job, going from -$221 million of FCF in 2018 to $6.93 billion of FCF in the TTM. Many companies would love to grow their annual FCF by $7.15 billion over a 3.25-year period, and this should be applauded.Let's look at FB once again, since TSLA's valuation isn't based on its core segment as an automobile manufacturer. FB has grown its FCF over the previous 3.25 years by $23.45 billion, more than 3x TSLA's growth, and has generated $39.81 billion of FCF in the TTM. FB generated roughly 5.75x more FCF than TSLA and grew its FCF by more than 3x what TSLA produces, yet FB has a market cap that's almost $400 billion less than TSLA. Growth within the financials does not support TSLA's valuation, which is a breath away from $1 trillion.Steven Fiorillo, Seeking AlphaToday you're paying a 113.81 P/E for TSLA. Paying a larger multiple for a company that's growing its earnings quickly is normal, but TSLA isn't growing by larger amounts than FB, and FB trades at a 16.66 P/E. I have seen TSLA bulls justify the P/E because of TSLA's growth factor, but this doesn't hold up when FB has grown by larger amounts from larger starting positions and has a P/E that's a fraction of TSLA. Look at AAPL, which is the largest company in the world. AAPL has grown its net income by $56.25 billion and its FCF by $52.3 billion over the past 3.25 years, and its P/E is 26.78. People are blindly paying any multiple the market places on TSLA.TSLA is trading at a 15.38 P/S. The justification for this multiple is difficult to defend while AMZN trades at a P/S of 11.31. AMZN's revenue grew by $341.76 billion over the past 3.25 years while TSLA grew their revenue by $40.73 billion. Instead of an absolute basis, looking at this from a percentage aspect, TSLA grew its revenue by 189.78%, while AMZN's grew by 251.32%. The P/S ratio is not a supporting valuation metric as TSLA is trading at a larger multiple than AMZN yet produced $301.03 billion less in revenue growth compared to AMZN. At the very least, TSLA should trade at a lower P/S multiple than AMZN considering their revenue growth was a fraction of AMZN's.TSLA has done an excellent job monetizing its revenue, delivering exceptional margins, and generating FCF. Now that TSLA is generating billions in FCF, it's been inserted into the bull thesis. FCF is a measure of profitability that excludes the non-cash expenses of the income statement and includes spending on equipment and assets as well as changes in working capital from the balance sheet. FCF could be the most underrated and most important financial metric to look at, as this is the pool of capital that companies can utilize to repay debt, pay dividends, buy back shares, make acquisitions, or reinvest in the business.Every investment is the present value of all future cash flow. This is why investors look at the price to FCF valuation. Investors want to pay the cheapest multiple for a company's FCF. Today, you're paying 142.52x TSLA's FCF. Going back to the FCF section, TSLA grew its FCF by $7.15 billion over the past 3.25 years. FB generated $23.45 billion of FCF in this period, which is 3x the amount TSLA grew, yet FB is trading at a 15.19x multiple on price to FCF.Why on earth would you want to pay 142.52x for TSLA's FCF when you could pay 15.19x for FB, which is growing their FCF by more than 3x the amount that TSLA is growing by? How about AAPL? AAPL grew its FCF by $52.3 billion and trades at a 25.4x price to FCF. If I exclude FB for a moment, should TSLA trade at a larger FCF multiple than GOOGL, which has grown its FCF by $46.15 billion over the past 3.25 years? My answer is no because there is no guarantee that TSLA will ever generate $46.15 billion in annual FCF, let alone the $68.99 billion in FCF that GOOGL generates.So what is a fair price to FCF multiple for TSLA? I don't believe TSLA has earned the right to trade at the same multiples as the rest of big tech considering the levels of FCF they produce. If I stick with the methodology that FB is egregiously undervalued, then TSLA should trade above 15.19x its FCF but lower than the 23.42x multiple GOOGL trades at.I don't want to be overly bearish, so I will place a 21x multiple on TSLA's FCF, which is more than fair considering big tech metrics. A 21x multiple on TSLA's FCF puts its market cap at $145.43 billion, which is -85.26% from its current market cap of $986.92 billion. It's just math, and if TSLA is going to be valued as a technology company, it needs to be compared to the technology companies with similar market caps.At the very least, there isn't a single reason why TSLA's market cap is larger than FB's. There isn't a single metric that TSLA beats FB in. Based on FB's valuation, if TSLA traded at the same FCF multiple, it would have a market cap of $105.19 billion.TSLA has a gross profit margin of 27.1% ($16.85b / $62.19b) and a profit margin of 13.51% ($8.4b / $62.19b). FB has a gross profit margin of 80.34% ($96.14b / $119.67b) and a profit margin of 31.2% ($37.34b / $119.67b). FB has much wider margins and is growing its revenue by larger amounts. This reinforces my methodology as to why TSLA is grossly overvalued. GOOGL has a gross profit margin of 56.93% ($153.9b / $270.33b) and a profit margin of 27.57% ($74.54b / $270.33b).The chances are incredibly slim that TSLA can double its profit margin to be within striking distance of GOOGL's. TSLA should not trade at a larger FCF, P/E, or P/S multiple than FB or GOOGL. While the market would indicate that I am wrong today, eventually, the hype will wear off, and TSLA will trade at a realistic valuation.TSLA's Future Catalysts Have A Long Way To Go Before Impacting Its Bottom LineThere are three main catalysts people discuss, which include insurance, robotaxis, and FSD.TSLA offers insurance using real-time driving behavior. This is currently available to all Model S, Model 3, Model X, and Model Y owners. The catch is that it's only available in Arizona, Colorado, Illinois, Ohio, Oregon, Texas, and Virginia as of now.TSLA uses a safety rating score to determine the monthly premium for its vehicles. At the largest premium of $130/mo, this would be $1,560 per year. If TSLA converted 100% of their U.S sales in 2021 as an insurance customer, which I think could be possible if TSLA insurance was available in every state, it would have generated $471.12 million in revenue.We have no idea what the margins would have been, but if the margin was 50%, it would have been an additional $235.56 million in net income in 2021. While this is nothing to sneeze at, an additional $235.56 million in net income hardly moves the needle. This could be a $1 billion top-line revenue segment in the future, but with availability in only 7 states, insurance's $1 billion revenue mark is a long way away.TeslaNext,FSD, for which TSLA has created two subscription models, a $99/mo price point and a $199/mo price point. The problem with FSD is that it doesn't make the vehicle fully autonomous, and you still need a driver to be attentive and alert. While I am not arguing that TSLA's FSD isn't leaps and bounds ahead of the competition, the problem is that it's not exactly a self-driving car.The questions around legality and where you can use it pop into my head, and how many of TSLA's drivers opt for this upgrade. Until there is clear legislation and the technology advances to where vehicles can fully drive a person from point A to B while that person takes a nap or reads, I have a hard time believing enough TSLA owners will spend the extra $199/mo on FSD. If there is somewhere where TSLA produces the numbers about how many owners opt for this package, please let me know, and I will crunch the numbers.Which Features Come With My Subscription?The FSD capability features you receive are based on your configuration and location. Not all features are available in all markets, and features are subject to change.Learn more about Autopilot and Full Self-Driving capability features.Note: These features are designed to become more capable over time; however the currently enabled features do not make the vehicle autonomous. The currently enabled features require a fully attentive driver, who has their hands on the wheel and is prepared to take over at any moment.The last catalyst is Robotaxis which many have commented on in my articles before. We're so far off on Robotaxis that this can't be considered in TSLA's upcoming revenue. I would think major legislation would be needed for Robotaxis to exist, and there is no telling how many years away we are from this.Also, what is the percentage of TSLA owners that would actually allow their vehicle to be used as a Robotaxi? Depending on what the profitability is, I can see people buying TSLAs to enroll them in this program, but, once again, we need to see the economics behind it. I know I am just one opinion, but I would never enroll one of my cars into a robotaxi program because I don't want other people that I don't know in my car. I would think there are many others that have similar viewpoints.The real upcoming catalysts are future revenue growth and entering the Chinese market. In 2021 TSLA grew its YoY revenue by 70.67%, and their off to a great start after Q1 2022. Only time will tell what type of growth rate TSLA can maintain, but too many people are assuming that TSLA will obliterate the competition. Over the next several years, we could see TSLA's growth rate become significantly reduced as more luxury operators put EVs on the road.At TSLA's current margins, they would need to increase their revenue by 444.55% to $276.47 billion to produce the same amount of net income ($37.34b) that FB produces today at their current 13.51% profit margin. Maybe TSLA can get there in the future, but why should TSLA be valued at almost $1 trillion today, considering not a single metric of theirs is similar to FB or GOOGL, and TSLA's growth across any of the sectors isn't larger than FB or GOOGL?Tesla Continues To Dilute Shareholders, And Almost No Shareholders CareDilution kills shareholder value. Look, I am a shareholder of TSLA, and I hate that my shares continue to be diluted. These numbers are split-adjusted that I am using. Over the past decade,TSLA has diluted its shares by 80.93%. This is horrible compared to big tech, yet investors can't buy enough TSLA shares. TSLA finished 2012 with 572.6 million shares and, as of its last filing, had increased its outstanding shares to 1.036 billion shares.This is the equivalent of me taking a pizza, and instead of giving you a slice, cutting another 6.5 slices, then giving you one. The pizza represents TSLA, the company, and they basically turned an 8-slice pie into a 14.5-slice pie, reducing shareholder's ownership and the amount of equity, revenue, and EPS our shares represent.If you want to see what a true shepherd of shareholder value looks like, turn to AAPL. In 2012 AAPL had 26.3 billion shares outstanding. Over the past decade, AAPL has repurchased 10.09 billion shares, reducing its outstanding shares by 38.37%. Every quarter, AAPL is buying back shares and increasing the ownership its shares represent. TSLA, on the other hand, continues to dilute shareholders by increasing shares YOY.I Could Be Completely Wrong, And Tesla Could Continue Growing At These RatesTSLA's vehicle deliveries continue to outpace its growing production. YoY TSLA's deliveries increased by 68% in Q1, adding 125,171 delivered vehicles to its customers. TSLA just began Model Y deliveries from the Austin facility, and production at the Gigafactory in Berlin started in March of 2022. TSLA's Shanghai facility had strong production rates prior to the spike in COVID that resulted in temporary shutdowns. TSLA isn't just focusing on the U.S, they have Europe and China in their sights.EVs accounted for 488,000 sales in the U.S for 2021, and the previous projection was that EVs would account for 670,000 units sold in 2022. Oil has hovered around $100 per barrel and could render the previous projections of 37% increased EV sales domestically for 2022 conservative. TSLA is in a prime position to capitalize on this trend. In 2021 TSLA vehicles accounted for 61.89% of EVs sold in the U.S (301,998 / 488,000).Hypothetically, if the previous projection of 670,000 EV sales for 2022 is accurate and TSLA maintains its current margin, they would sell 414,628 vehicles throughout the U.S in 2022. If gas prices do alter the decision-making process when deciding between a combustible engine or an EV, then TSLA could continue surprising the market with QoQ earnings beats.The U.S has a national goal of reaching 50% of domestic auto sales coming from EVs. In 2021, EVs accounted for 3.26% of total sales in the U.S auto market. Based on U.S auto sales in 2021, annual EV sales would need to grow by 6,989,403 to reach a 50% EV to combustible engine ratio. Hypothetically if U.S auto sales stayed flat but EVs reached 50% of the market in 2030 they would sell 7,477,403 vehicles. If TSLA's dominance in the EV sector was to drop from 61.89% to 15% due to increased competition, they would generate 1,121,610 in sales compared to 301,998 in 2021. When you add in Europe and China, TSLA certainly has the ability to become a top auto manufacturer by sales next decade.Bulls aren't incorrect to be excited about TSLA. The world is moving toward EVs, and TSLA is the crème de la crème. As I said in the beginning, I am bullish about TSLA's future prospects, but I think the valuation today is overinflated. Nobody can predict the future, but I have no doubt that TSLA will continue to grow its sales YoY.The question becomes, how much growth will they be able to achieve YoY? In 2021, TM generated $226.48 billion of revenue and, based on the future of EVs, TSLA certainly could achieve this level of revenue in the future. Based on TSLA's current 13.51% profit margin, if they achieved TM's level of revenue, they would generate $30.59 billion of net income, which would definitely make today's valuation look more realistic.TeslaConclusionYou're probably wondering how I can be a shareholder and be a bear on TSLA's valuation at the same time. It's simple; my wife bought shares of TSLA, which makes me a shareholder. My stance has always been bullish on the company and bearish on the valuation. What Elon Musk and the team at TSLA has accomplished is astonishing, and they deserve nothing but respect.Keep in mind a company and a company's stock are two separate things. TSLA continues to dilute shareholders, and they and the market are valuing TSLA as if it's FB or GOOGL. TSLA is not a technology company; it's an automobile company, as the automotive segments drive 100% of its gross revenue and net income.TSLA is trading at a P/E of 113.81, a P/S of 15.38, and a 142.52x multiple on its FCF. The numbers are drastically inflated as TSLA has no business trading at a larger P/S multiple than AMZN, which trades at 11.31 P/S when it has grown its revenue by $341.76 billion over the previous 3.25 years compared to TSLA's $40.73 billion of revenue growth. TSLA has generated $6.93 billion in FCF over the TTM, while Mr. Market has placed a 142.52x multiple on TSLA due to $7.15 billion FCF growth over the past 3.25 years. FB trades at a 15.19x FCF multiple while growing FCF by $23.45 billion over this period which is more than 3x what TSLA has generated in the TTM.With FB trading at 15.19x FCF, GOOGL at 23.42x FCF, and AAPL at 25.4x FCF, it's hard to justify any number above 20x for TSLA. I think a 21x FCF multiple is generous and that places TSLA at a market cap of $145.43 billion, which is -85.26% from its current market cap of $986.92 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082699597,"gmtCreate":1650555319843,"gmtModify":1676534751370,"author":{"id":"4110782621739822","authorId":"4110782621739822","name":"oppayong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110782621739822","authorIdStr":"4110782621739822"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082699597","repostId":"1140330922","repostType":4,"repost":{"id":"1140330922","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":1650549892,"share":"https://ttm.financial/m/news/1140330922?lang=&edition=fundamental","pubTime":"2022-04-21 22:04","market":"us","language":"en","title":"Netflix Continued to Slide Nearly 4% in Morning Trading After Tumbling 35.12% Yesterday","url":"https://stock-news.laohu8.com/highlight/detail?id=1140330922","media":"Tiger Newspress","summary":"Netflix continued to slide nearly 4% in morning trading after tumbling 35.12% yesterday.'We have los","content":"<html><head></head><body><p>Netflix continued to slide nearly 4% in morning trading after tumbling 35.12% yesterday.<img src=\"https://static.tigerbbs.com/968c080b3768b3cb4eb559c84da67828\" tg-width=\"765\" tg-height=\"567\" width=\"100%\" height=\"auto\"/>&#39;We have lost confidence in our ability to predict the company&#39;s future prospects with a sufficient degree of certainty,&#39; CEO Ackman says in letter to investors that reveals year-to-date returns are now negative because of Netflix investment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Continued to Slide Nearly 4% in Morning Trading After Tumbling 35.12% Yesterday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Continued to Slide Nearly 4% in Morning Trading After Tumbling 35.12% Yesterday\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\">2022-04-21 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Netflix continued to slide nearly 4% in morning trading after tumbling 35.12% yesterday.<img src=\"https://static.tigerbbs.com/968c080b3768b3cb4eb559c84da67828\" tg-width=\"765\" tg-height=\"567\" width=\"100%\" height=\"auto\"/>&#39;We have lost confidence in our ability to predict the company&#39;s future prospects with a sufficient degree of certainty,&#39; CEO Ackman says in letter to investors that reveals year-to-date returns are now negative because of Netflix investment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140330922","content_text":"Netflix continued to slide nearly 4% in morning trading after tumbling 35.12% yesterday.'We have lost confidence in our ability to predict the company's future prospects with a sufficient degree of certainty,' CEO Ackman says in letter to investors that reveals year-to-date returns are now negative because of Netflix investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}