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2023-03-05

Thanks for the insight

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2022-10-05

Ok

Cathie Wood Bought the TSLA Stock Dip, Should You?

2022-09-18

Ok

Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know

2022-11-29

Thanks for sharing.

Apple Stock: The Market Is Right - The Current Price Is Fair

2022-11-21

FIngersoll crossed

The Fed Minutes May Deliver A Massive Blow To The Stock Market

2022-09-17

Sad

US STOCKS-Wall St Drops to Two-Month Lows As Recession Fears Mount

2022-09-17

Nice

Apple Stock: Watch Out for These Catalysts

2022-08-23

Run

3 Stocks to Avoid This Week

2022-07-24

Pray hard!

Here Are 5 Things We've Learned so Far From Earnings Season

2022-06-20

Agreed if you are in for long term.

Should You Really Buy Stocks Now Or Wait a While Longer?

2022-10-09

Thanks

Down by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential

2022-08-21

Ok

2 Smartest Tech Stocks to Buy in 2022 and Beyond

2022-08-15

Gd thanks

4 Top Bargain Stocks Ready for a Bull Run

2022-12-24

Nice

4 REITs That Could Up Their DPU in 2023

2022-12-03

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2022-11-18

Time to rise pls!

Now Is The Time To Buy NIO

2022-09-17

Shine pls

Is It Time for NIO's Stock to Shine? Wall Street Sees Nearly 50% Upside Ahead

2022-08-20

Ok

3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now

Go to Tiger App to see more news

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(NYSE: NIO), resulted in the EV maker to fall further out of favor with investors and analysts, as contracting margins and lower-than-expected short-term sales expectations were underwhelming to many.</p><p>NIO has transitioned from a high-flying, volatile trading stock, to a company that has a long-term vision in place that will take time to fully mature. I think the market has yet to catch up with that reality and continues to overly focus on the short-term performance of the company, when it needs to look at the patient strategy the company has laid out and is working toward executing on.</p><p>In regard to concerns about shrinking margins, I think the market overresponded to that because management very clearly explained the reasoning behind it, and why it believes it&#39;ll significantly improve by the latter part of calendar 2023.</p><p>As for disappointment over short-term delivery guidance, that is primarily related to the company transitioning to new product lines that should ramp up in the second half of 2023, and if the company executes on its plan, the market should respond positively to the increase in production and deliveries.</p><p>In this article, we&#39;ll look at some of its recent numbers, what impacted margins, the safest way to take a position in NIO, and why I remain very positive on the company over the long haul.</p><p><img src=\"https://static.tigerbbs.com/652d0bf1803200c0ed34a6da327983c6\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TradingView</p><p><b>Some of the numbers</b></p><p>Revenue in the fourth quarter of 2022 was $2.33 billion, missing by $230.00 million, but up 62.2 percent year-over-year. Total revenue for the full year 2022 was $7.14 billion, up 36.3 percent year-over-year.</p><p>Vehicle sales were $2.14 billion in the reporting period, climbing 60.2 percent in comparison to the fourth quarter of 2021. Full year 2022 vehicle sales came in at $6.6 billion, a gain of 37.2 percent over the full year 2021.</p><p>Vehicles delivered in the fourth quarter of 2022 were 40,052, an increase of 60 percent year-over-year, and up 26.7 percent sequentially. For the full year 2022, NIO delivered 122,486 vehicles, up 34 percent from the full year 2021. Management guided for 31,000 to 33,000 vehicles to be delivered in the first quarter of 2023, representing a potential increase in the range of 20.3 percent to 28.1 percent.</p><p>Total revenue for the first quarter of 2023 is projected to come in at a range of $1.58 billion to $1.67 billion, representing an increase of 10.2 percent to 16.5 percent year-over-year.</p><p>By most standards, those would be considered great numbers for most companies, but because expectations have been so high, they were taken as a negative by many investors and analysts; I&#39;m not among them. Taking into consideration its growth strategy, I see them as being very favorable considering the transition to enhanced models at this time.</p><p>Gross profit in the fourth quarter was $90.1 million, down 63.4 percent year-over-year. Gross margin fell from 17.2 percent in the fourth quarter of 2021 to 3.9 percent in the fourth quarter of 2022.</p><p>Net loss in the reporting period was -$(847.7) million, or -$(0.51) per share.</p><p>At the end of calendar 2022, the company held Cash and cash equivalents, restricted cash, short-term investments, and long-term time deposits of $6.6 billion.</p><p><b>Vehicle margin</b></p><p>Vehicle margin was probably the most concerning and talked about concern from the fourth quarter earnings report, so it&#39;s worth looking a little deeper into the why of it. First, vehicle margin in the fourth quarter was 6.8 percent, down 16.4 percent sequentially, and down 20.9 percent from the fourth quarter of 2021.</p><p>The decline in vehicle margin was attributed to three things: &#34;the increased inventory provisions, accelerated depreciation on production facilities, and the losses on purchase commitments for the existing generation of ES8, ES6, and EC6.&#34;</p><p>The transition to new generation ES8, ES6, EC6&#39;s had a detrimental impact on vehicle margin in the fourth quarter of 2022. With the new generation models expected to start being delivered in the second quarter of 2023, it&#39;s apparent consumers are holding off on buying the previous generation of the models, resulting in a 6.7 impact on vehicle margin. Without that impact, vehicle margin would have been 13.5 percent.</p><p>With the temporary, unfavorable mix, a larger number of lower-margin ET5s were sold, also putting downward pressure on margins.</p><p>In the first quarter of 2023 management expects there to be continual pressure on vehicle gross margin, primarily from the transition to the new generation models that will be built on its new NT2.0 platform.</p><p>Another related factor having an impact on vehicle margin is the additional costs associated with modifying the tooling on its production line at its Factory 1. That should start to improve after the first quarter modifications are completed. NIO CEO William Li said he is confident that the company will be able to bring vehicle gross margin back to a range of 18 percent to 20 percent by the end of 2023.</p><p>The catalysts he sees bringing that about are, the delivery of new generation models that come with higher vehicle gross margins, an increase in overall product deliveries in the third quarter, and a reduction in costs associated with the drop in prices of raw materials. With product deliveries increasing, the company expects the amortization rate related to fixed costs to improve along with that.</p><p><b>It&#39;s a long-term game</b></p><p>I think many investors and analysts aren&#39;t factoring in the long-term strategy NIO management is engaged in and is instead focusing too much on the short-term results of the company. That isn&#39;t anything new, but in the case of NIO, I think the market isn&#39;t taking into account the fact the company is releasing a lot of models over a relatively short period of time.</p><p>What normally happens under those circumstances is, in the near term, a company will experience a slowdown in growth because it takes time for the new models to take hold. In other words, focusing on only a small number of models usually results in faster short-term growth in a growth sector, while introducing a wider range of models normally results in it taking longer for the portfolio to gain traction.</p><p>So in the short term, a company can experience some pain because of higher costs and a reduction in sales when the market waits for the new models to be released. That&#39;s where NIO is at this time, and why, in my opinion, it&#39;s going through a lot of the pain it&#39;s currently going through, and why it appears to be underperforming in a disproportionate way.</p><p>How I&#39;ve looked at the company for some time now is, it&#39;s laying a foundation for long-term growth, that once its production capacity increases, and it starts to deliver a strong portfolio of new models, it&#39;s going to take off in deliveries and sales, which could surprise the market at the pace it takes off once it has all the pieces in place. It appears that, by the end of 2023, the company should be close to running on all cylinders.</p><p><b>Conclusion</b></p><p>It wasn&#39;t surprising to see some analysts downgrade the stock after the latest earnings report, but that doesn&#39;t phase me at all when considering the very visible strategy the company has in place, and management&#39;s commitment to continue to execute on its plan.</p><p>With the short-term headwinds remaining in play, and uncertainty as to how the market will respond when the numbers come out for the first quarter of 2023, I see the safest way to play NIO for investors considering taking a position, is to dollar-cost average on a consistent basis, and be sure to be disciplined in position sizing.</p><p>Since the share price was recently near its 52-week low of $8.375, it represents an excellent entry point for those incorporating a dollar-cost average investment strategy. I think the stock could fall further if the first quarter numbers are worse than expected, but that&#39;s not a guarantee. For that reason, taking a position at these price levels make sense, and in fact, limits the upside risk for investors that have the potential to lower their cost basis over time if the stock does drop further.</p><p>The EV market is going to continue to grow, and I believe NIO is going to be a solid performer in the market over the long haul. It&#39;s positioning itself well to compete for different demographics at various price points, and once it launches its various products throughout 2023, especially in the second half, I think it&#39;s going to be on the way to fulfilling the potential it has.</p><p>Because I believe the company is in it for the long term and has a solid business plan, I consider it a set-it-and-forget-it holding that I no longer watch on a daily basis like I did in the past when the volatility provided great swing trade and day trade opportunities.</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>NIO: Still Bullish Over The Long Term After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nNIO: Still Bullish Over The Long Term After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-05 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584463-nio-still-bullish-over-the-long-term-after-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt appears to me that concerns over margins are overstated - the company very clearly laid out why margin contracted and why it believes it's only temporary.The decision to release a number of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4584463-nio-still-bullish-over-the-long-term-after-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4584463-nio-still-bullish-over-the-long-term-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165421317","content_text":"SummaryIt appears to me that concerns over margins are overstated - the company very clearly laid out why margin contracted and why it believes it's only temporary.The decision to release a number of products over a relatively short period of time is having a negative impact in the short term, but over time, it should pay off.The long-term strategy of management, in my view, is highly underrated.Disciplined position sizing and dollar-cost averaging are the way to play NIO at this time.The latest earnings numbers from NIO Inc. (NYSE: NIO), resulted in the EV maker to fall further out of favor with investors and analysts, as contracting margins and lower-than-expected short-term sales expectations were underwhelming to many.NIO has transitioned from a high-flying, volatile trading stock, to a company that has a long-term vision in place that will take time to fully mature. I think the market has yet to catch up with that reality and continues to overly focus on the short-term performance of the company, when it needs to look at the patient strategy the company has laid out and is working toward executing on.In regard to concerns about shrinking margins, I think the market overresponded to that because management very clearly explained the reasoning behind it, and why it believes it'll significantly improve by the latter part of calendar 2023.As for disappointment over short-term delivery guidance, that is primarily related to the company transitioning to new product lines that should ramp up in the second half of 2023, and if the company executes on its plan, the market should respond positively to the increase in production and deliveries.In this article, we'll look at some of its recent numbers, what impacted margins, the safest way to take a position in NIO, and why I remain very positive on the company over the long haul.TradingViewSome of the numbersRevenue in the fourth quarter of 2022 was $2.33 billion, missing by $230.00 million, but up 62.2 percent year-over-year. Total revenue for the full year 2022 was $7.14 billion, up 36.3 percent year-over-year.Vehicle sales were $2.14 billion in the reporting period, climbing 60.2 percent in comparison to the fourth quarter of 2021. Full year 2022 vehicle sales came in at $6.6 billion, a gain of 37.2 percent over the full year 2021.Vehicles delivered in the fourth quarter of 2022 were 40,052, an increase of 60 percent year-over-year, and up 26.7 percent sequentially. For the full year 2022, NIO delivered 122,486 vehicles, up 34 percent from the full year 2021. Management guided for 31,000 to 33,000 vehicles to be delivered in the first quarter of 2023, representing a potential increase in the range of 20.3 percent to 28.1 percent.Total revenue for the first quarter of 2023 is projected to come in at a range of $1.58 billion to $1.67 billion, representing an increase of 10.2 percent to 16.5 percent year-over-year.By most standards, those would be considered great numbers for most companies, but because expectations have been so high, they were taken as a negative by many investors and analysts; I'm not among them. Taking into consideration its growth strategy, I see them as being very favorable considering the transition to enhanced models at this time.Gross profit in the fourth quarter was $90.1 million, down 63.4 percent year-over-year. Gross margin fell from 17.2 percent in the fourth quarter of 2021 to 3.9 percent in the fourth quarter of 2022.Net loss in the reporting period was -$(847.7) million, or -$(0.51) per share.At the end of calendar 2022, the company held Cash and cash equivalents, restricted cash, short-term investments, and long-term time deposits of $6.6 billion.Vehicle marginVehicle margin was probably the most concerning and talked about concern from the fourth quarter earnings report, so it's worth looking a little deeper into the why of it. First, vehicle margin in the fourth quarter was 6.8 percent, down 16.4 percent sequentially, and down 20.9 percent from the fourth quarter of 2021.The decline in vehicle margin was attributed to three things: \"the increased inventory provisions, accelerated depreciation on production facilities, and the losses on purchase commitments for the existing generation of ES8, ES6, and EC6.\"The transition to new generation ES8, ES6, EC6's had a detrimental impact on vehicle margin in the fourth quarter of 2022. With the new generation models expected to start being delivered in the second quarter of 2023, it's apparent consumers are holding off on buying the previous generation of the models, resulting in a 6.7 impact on vehicle margin. Without that impact, vehicle margin would have been 13.5 percent.With the temporary, unfavorable mix, a larger number of lower-margin ET5s were sold, also putting downward pressure on margins.In the first quarter of 2023 management expects there to be continual pressure on vehicle gross margin, primarily from the transition to the new generation models that will be built on its new NT2.0 platform.Another related factor having an impact on vehicle margin is the additional costs associated with modifying the tooling on its production line at its Factory 1. That should start to improve after the first quarter modifications are completed. NIO CEO William Li said he is confident that the company will be able to bring vehicle gross margin back to a range of 18 percent to 20 percent by the end of 2023.The catalysts he sees bringing that about are, the delivery of new generation models that come with higher vehicle gross margins, an increase in overall product deliveries in the third quarter, and a reduction in costs associated with the drop in prices of raw materials. With product deliveries increasing, the company expects the amortization rate related to fixed costs to improve along with that.It's a long-term gameI think many investors and analysts aren't factoring in the long-term strategy NIO management is engaged in and is instead focusing too much on the short-term results of the company. That isn't anything new, but in the case of NIO, I think the market isn't taking into account the fact the company is releasing a lot of models over a relatively short period of time.What normally happens under those circumstances is, in the near term, a company will experience a slowdown in growth because it takes time for the new models to take hold. In other words, focusing on only a small number of models usually results in faster short-term growth in a growth sector, while introducing a wider range of models normally results in it taking longer for the portfolio to gain traction.So in the short term, a company can experience some pain because of higher costs and a reduction in sales when the market waits for the new models to be released. That's where NIO is at this time, and why, in my opinion, it's going through a lot of the pain it's currently going through, and why it appears to be underperforming in a disproportionate way.How I've looked at the company for some time now is, it's laying a foundation for long-term growth, that once its production capacity increases, and it starts to deliver a strong portfolio of new models, it's going to take off in deliveries and sales, which could surprise the market at the pace it takes off once it has all the pieces in place. It appears that, by the end of 2023, the company should be close to running on all cylinders.ConclusionIt wasn't surprising to see some analysts downgrade the stock after the latest earnings report, but that doesn't phase me at all when considering the very visible strategy the company has in place, and management's commitment to continue to execute on its plan.With the short-term headwinds remaining in play, and uncertainty as to how the market will respond when the numbers come out for the first quarter of 2023, I see the safest way to play NIO for investors considering taking a position, is to dollar-cost average on a consistent basis, and be sure to be disciplined in position sizing.Since the share price was recently near its 52-week low of $8.375, it represents an excellent entry point for those incorporating a dollar-cost average investment strategy. I think the stock could fall further if the first quarter numbers are worse than expected, but that's not a guarantee. For that reason, taking a position at these price levels make sense, and in fact, limits the upside risk for investors that have the potential to lower their cost basis over time if the stock does drop further.The EV market is going to continue to grow, and I believe NIO is going to be a solid performer in the market over the long haul. It's positioning itself well to compete for different demographics at various price points, and once it launches its various products throughout 2023, especially in the second half, I think it's going to be on the way to fulfilling the potential it has.Because I believe the company is in it for the long term and has a solid business plan, I consider it a set-it-and-forget-it holding that I no longer watch on a daily basis like I did in the past when the volatility provided great swing trade and day trade opportunities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953754411,"gmtCreate":1673341974533,"gmtModify":1676538820693,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953754411","repostId":"628519389","repostType":1,"repost":{"id":628519389,"gmtCreate":1673336412000,"gmtModify":1676538820170,"author":{"id":"3578460021109326","authorId":"3578460021109326","name":"时代财经","avatar":"https://static.tigerbbs.com/91c2175656a070c51747405cb8325278","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"傳廣州限購區買房不認貸，銀行經理：政策影響較大，不確定是否執行","htmlText":"本文來源：時代財經 作者：陳澤旋 圖片來源：圖蟲創意 1月9日晚，市場傳言廣州調整住房按揭貸款的多項認定條件。具體包括：個別銀行取消了對豪宅線的界定，所購住宅面積大於144平方米的購房者，在申請房貸時可按普通住宅政策進行；在限購區域無房、有房貸記錄但已結清的購房者，只需支付三成首付；在增城、從化等不限購區域擁有住房的購房者，在限購區域買房時可按無房政策申請房貸。 捲入此次傳言的爲民生銀行。時代財經以購房者的身份向民生銀行某支行個貸經理覈實上述消息的真實性，該個貸經理表示，由於政策影響較大，目前仍處於研討階段，尚未向外界正式公佈，也不能確定將來是否執行。 此外，包括工商銀行、農業銀行、中國銀行、建設銀行、招商銀行在內的多家主流銀行的個貸經理表示，目前所在行未在廣州執行上述政策。 據南方+報道，一家國有大行相關負責人稱，該消息傳出來後，金融主管部門負責人已向各家銀行重申廣州的住房信貸政策沒有變化，要求各家銀行不可自行突破。 按照原本的房貸政策，面積超過144平方米的住宅在廣州屬於非普通住房，購房家庭只要有房貸記錄無論是否結清，購房均需支付七成首付。 值得一提的是，廣東全省對普通住房的標準自2005年開始實施至今。根據《廣東省建設廳關於確定我省普通住房標準的通知》，小區建築容積率在1.0以上、單套住房套內建築面積120平方米以下或單套住房建築面積144平方米以下、實際成交價格低於同級別土地上住房平均交易價格的1.44倍以下的住房，劃爲普通住房，不符合該標準的爲非普通住房。由於非普通住房往往總價較高，關於普通住房、非普通住房的認定標準在市場間被稱爲“豪宅線”。 原本的房貸政策還規定，購房家庭在廣州全市範圍內無房，有貸款記錄但已結清時購房普通住房需支付4成首付，未結清者支付7成；擁有1套住房，再次購買普通住房時房貸已結清者支付5成首付，未結清者支付7成首付；而擁有2套住房的購房家庭","listText":"本文來源：時代財經 作者：陳澤旋 圖片來源：圖蟲創意 1月9日晚，市場傳言廣州調整住房按揭貸款的多項認定條件。具體包括：個別銀行取消了對豪宅線的界定，所購住宅面積大於144平方米的購房者，在申請房貸時可按普通住宅政策進行；在限購區域無房、有房貸記錄但已結清的購房者，只需支付三成首付；在增城、從化等不限購區域擁有住房的購房者，在限購區域買房時可按無房政策申請房貸。 捲入此次傳言的爲民生銀行。時代財經以購房者的身份向民生銀行某支行個貸經理覈實上述消息的真實性，該個貸經理表示，由於政策影響較大，目前仍處於研討階段，尚未向外界正式公佈，也不能確定將來是否執行。 此外，包括工商銀行、農業銀行、中國銀行、建設銀行、招商銀行在內的多家主流銀行的個貸經理表示，目前所在行未在廣州執行上述政策。 據南方+報道，一家國有大行相關負責人稱，該消息傳出來後，金融主管部門負責人已向各家銀行重申廣州的住房信貸政策沒有變化，要求各家銀行不可自行突破。 按照原本的房貸政策，面積超過144平方米的住宅在廣州屬於非普通住房，購房家庭只要有房貸記錄無論是否結清，購房均需支付七成首付。 值得一提的是，廣東全省對普通住房的標準自2005年開始實施至今。根據《廣東省建設廳關於確定我省普通住房標準的通知》，小區建築容積率在1.0以上、單套住房套內建築面積120平方米以下或單套住房建築面積144平方米以下、實際成交價格低於同級別土地上住房平均交易價格的1.44倍以下的住房，劃爲普通住房，不符合該標準的爲非普通住房。由於非普通住房往往總價較高，關於普通住房、非普通住房的認定標準在市場間被稱爲“豪宅線”。 原本的房貸政策還規定，購房家庭在廣州全市範圍內無房，有貸款記錄但已結清時購房普通住房需支付4成首付，未結清者支付7成；擁有1套住房，再次購買普通住房時房貸已結清者支付5成首付，未結清者支付7成首付；而擁有2套住房的購房家庭","text":"本文來源：時代財經 作者：陳澤旋 圖片來源：圖蟲創意 1月9日晚，市場傳言廣州調整住房按揭貸款的多項認定條件。具體包括：個別銀行取消了對豪宅線的界定，所購住宅面積大於144平方米的購房者，在申請房貸時可按普通住宅政策進行；在限購區域無房、有房貸記錄但已結清的購房者，只需支付三成首付；在增城、從化等不限購區域擁有住房的購房者，在限購區域買房時可按無房政策申請房貸。 捲入此次傳言的爲民生銀行。時代財經以購房者的身份向民生銀行某支行個貸經理覈實上述消息的真實性，該個貸經理表示，由於政策影響較大，目前仍處於研討階段，尚未向外界正式公佈，也不能確定將來是否執行。 此外，包括工商銀行、農業銀行、中國銀行、建設銀行、招商銀行在內的多家主流銀行的個貸經理表示，目前所在行未在廣州執行上述政策。 據南方+報道，一家國有大行相關負責人稱，該消息傳出來後，金融主管部門負責人已向各家銀行重申廣州的住房信貸政策沒有變化，要求各家銀行不可自行突破。 按照原本的房貸政策，面積超過144平方米的住宅在廣州屬於非普通住房，購房家庭只要有房貸記錄無論是否結清，購房均需支付七成首付。 值得一提的是，廣東全省對普通住房的標準自2005年開始實施至今。根據《廣東省建設廳關於確定我省普通住房標準的通知》，小區建築容積率在1.0以上、單套住房套內建築面積120平方米以下或單套住房建築面積144平方米以下、實際成交價格低於同級別土地上住房平均交易價格的1.44倍以下的住房，劃爲普通住房，不符合該標準的爲非普通住房。由於非普通住房往往總價較高，關於普通住房、非普通住房的認定標準在市場間被稱爲“豪宅線”。 原本的房貸政策還規定，購房家庭在廣州全市範圍內無房，有貸款記錄但已結清時購房普通住房需支付4成首付，未結清者支付7成；擁有1套住房，再次購買普通住房時房貸已結清者支付5成首付，未結清者支付7成首付；而擁有2套住房的購房家庭","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628519389","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950494468,"gmtCreate":1672801420354,"gmtModify":1676538739536,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950494468","repostId":"1107282548","repostType":2,"repost":{"id":"1107282548","pubTimestamp":1672797752,"share":"https://www.laohu8.com/m/news/1107282548?lang=&edition=full","pubTime":"2023-01-04 10:02","market":"sg","language":"en","title":"5 Ways to Position Your Portfolio for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1107282548","media":"The Smart Investor","summary":"As 2022 draws to a close, there is no shortage of commentary about what a turbulent year it has been","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/cd2195a0963e28be0ee1da4d645e9172\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>As 2022 draws to a close, there is no shortage of commentary about what a turbulent year it has been.</p><p>The mood turned bearish around March when the US Federal Reserve hiked interest rates for the first time in three years as inflation came in hotter than expected.</p><p>Initially, the stock market did not react strongly to this move.</p><p>However, with inflation hitting four-decade highs, the US central bank responded aggressively.</p><p>Within nine months, interest rates were raised to their highest level in 15 years as the Fed’s  aggressive rate hikes brought the benchmark rate to between 4.25% and 4.5%.</p><p>The steep rise left its mark.</p><p>As of the date of writing, the NASDAQ and S&amp;P 500 Indices had fallen by over 33% and 20%, respectively, pushing both into bear market territory.</p><p>Investors, at this point, may be wondering what’s in store for 2023.</p><p>The Federal Reserve has committed to raising interest rates further, possibly to above 5.1%, to continue to quell runaway inflation.</p><p>Elsewhere, experts are pencilling in the possibility of a recession in the US while analysts are projecting a fall in corporate earnings as we head into the New Year.</p><p>It’s going to be a tough year to navigate the markets, but here are five ways you can position your portfolio so that you can weather this storm.</p><h2><b>1. Businesses with pricing power</b></h2><p>Inflation is a headache for consumers and businesses alike.</p><p>But it’s easy to forget that businesses with strong brands can charge higher prices to offset this inflation without suffering a fall in demand.</p><p>Such businesses have what is known as “pricing power” as they hold the dominant mind-share of customers within their respective industries.</p><p>By loading up on shares of such stocks, they can help you offset the effects of inflation.</p><p>Take <b>VICOM</b>(SGX: WJP) for instance.</p><p>The vehicle inspection company has a market share of close to 75% and had just raised its car inspection prices on 1 November by 5% from S$64.20 to S$67.41.</p><p>With vehicle inspection being a mandatory requirement, vehicle owners will be unable to dodge this price increase.</p><p>VICOM should therefore not expect inspection volumes to fall.</p><p>For another example, coffee chain <b>Starbucks</b>(NASDAQ: SBUX), which operates around 35,000 outlets worldwide, saw its revenue for fiscal 2022 (ending 30 September) rise 11% year on year to a record US$32.3 billion.</p><p>On the company’s earnings call, it mentioned that prices have increased by 6% and yet it has not seen a corresponding fall in customer loyalty or transactions.</p><p>Cruise company <b>Norwegian Cruise Lines</b>(NYSE: NCLH) has also raised its prices to pass on higher costs to its customers, while the owner of SPAM, <b>Hormel Foods</b>(NYSE: HRL), is also targeting price increases as it grapples with inflation.</p><p>These US companies managed to raise their prices to counteract the effects of high inflation and with their strong market positions, investors can be confident that they can continue to do so.</p><h2><b>2. No or low debt</b></h2><p>Surging interest rates are a bane for homeowners as mortgage loans become more expensive.</p><p>For corporations with debt, higher rates also mean increased borrowing costs that eat into profits.</p><p>Investors, though, can eschew debt-heavy companies in favour of those with either low or no debt.</p><p>Businesses with little or zero debt are safe from rising interest rates and will not suffer the same level of financial stress as companies stuffed with loans.</p><p><b>VICOM</b> is in the spotlight once again for this attribute.</p><p>The company has a clean balance sheet with S$58.7 million of cash with zero debt as of 30 September.</p><p>Human resource company <b>HRNetGroup</b>(SGX: CHZ) is another cash-rich company with S$312.7 million of cash and no debt as of 30 June.</p><p>Meanwhile, <b>Micro-Mechanics (Holdings)</b>(SGX: 5DD), a designer and manufacturer of parts and tools used to assemble semiconductors, was sitting on S$25.3 million of cash and had no debt as of 30 September.</p><p>For something more familiar, your favourite curry puff seller, <b>Old Chang Kee</b>(SGX: 5ML), held S$30.1 million of cash with just S$4.7 million of borrowings for its latest half-year results.</p><h2><b>3. Recession-proofing your portfolio</b></h2><p>A recession could be on the cards for Singapore in 2023.</p><p>Rather than feeling worried, investors should treat recessions as a normal part of the economic cycle and not feel fearful.</p><p>Such events should be viewed as opportunities to scoop up shares of solid businesses that have been beaten down.</p><p>But if you’re worried as to whether a recession will adversely impact your investments, it’s a good idea to stick with tried and tested blue-chip names.</p><p>Yes, I am talking about stocks such as the three local banks <b>DBS Group</b>(SGX: D05), <b>United Overseas Bank</b>(SGX: U11) and <b>OCBC Ltd</b>(SGX: O39).</p><p>These banks have been through numerous boom and bust cycles over the decades and have weathered these crises just fine.</p><p><b>Singapore Exchange Limited</b>(SGX: S68) is another solid business as it has a natural monopoly, being the only bourse operator here.</p><p>These four stocks also pay out healthy dividends that can provide you with a stream of passive income as you wait for the storm clouds to clear up.</p><p>Meanwhile, you can also pepper your portfolio with recession-resistant companies.</p><p><b>Sheng Siong</b>(SGX: OV8) is a supermarket retailer with 66 stores that provide a comprehensive range of food products, household items and necessities.</p><p><b>Raffles Medical Group</b>(SGX: BSL) and <b>Q&amp;M Dental Group</b>(SGX: QC7) should also see steady demand during a downturn as both companies provide essential medical and dental services, respectively.</p><h2><b>4. Resilient US growth stocks</b></h2><p>US indices have suffered a sharp fall this year but there are still businesses there that continue to thrive.</p><p><b>Visa</b>(NYSE: V) reported a strong set of earnings for its fiscal 2022, with revenue rising 22% year on year to US$29.3 billion and net profit climbing 21% year on year to US$14.9 billion.</p><p>Despite the pandemic, yoga apparel maker <b>Lululemon</b>(NASDAQ: LULU) saw its revenue climb from US$3.98 billion to US$6.26 billion from 2020 to 2022 (the company has a January year-end).</p><p>In addition, net profit increased from US$645.6 million to US$975.3 million over the same period.</p><p>It pays to be selective and focus on businesses that generate healthy profits and continued free cash flow as these can enable them to better tide through tough times.</p><h2><b>5. Keeping cash handy</b></h2><p>Finally, you should always keep a reasonable stash of cash to act as an opportunity fund.</p><p>As the saying goes – you can’t predict, but you can prepare.</p><p>No one knows how markets will fare next year as there are too many moving parts at play.</p><p>Therefore, it’s useful to keep cash handy to take advantage of any sharp sell-downs so that you can pick up your favourite stocks.</p><p>Here’s wishing everyone a Happy New Year and may your investments turn out to be fruitful!</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Ways to Position Your Portfolio for 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\n5 Ways to Position Your Portfolio for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/5-ways-to-position-your-portfolio-for-2023/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As 2022 draws to a close, there is no shortage of commentary about what a turbulent year it has been.The mood turned bearish around March when the US Federal Reserve hiked interest rates for the first...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/5-ways-to-position-your-portfolio-for-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D05.SI":"星展集团控股","O39.SI":"华侨银行","U11.SI":"大华银行"},"source_url":"https://thesmartinvestor.com.sg/5-ways-to-position-your-portfolio-for-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107282548","content_text":"As 2022 draws to a close, there is no shortage of commentary about what a turbulent year it has been.The mood turned bearish around March when the US Federal Reserve hiked interest rates for the first time in three years as inflation came in hotter than expected.Initially, the stock market did not react strongly to this move.However, with inflation hitting four-decade highs, the US central bank responded aggressively.Within nine months, interest rates were raised to their highest level in 15 years as the Fed’s  aggressive rate hikes brought the benchmark rate to between 4.25% and 4.5%.The steep rise left its mark.As of the date of writing, the NASDAQ and S&P 500 Indices had fallen by over 33% and 20%, respectively, pushing both into bear market territory.Investors, at this point, may be wondering what’s in store for 2023.The Federal Reserve has committed to raising interest rates further, possibly to above 5.1%, to continue to quell runaway inflation.Elsewhere, experts are pencilling in the possibility of a recession in the US while analysts are projecting a fall in corporate earnings as we head into the New Year.It’s going to be a tough year to navigate the markets, but here are five ways you can position your portfolio so that you can weather this storm.1. Businesses with pricing powerInflation is a headache for consumers and businesses alike.But it’s easy to forget that businesses with strong brands can charge higher prices to offset this inflation without suffering a fall in demand.Such businesses have what is known as “pricing power” as they hold the dominant mind-share of customers within their respective industries.By loading up on shares of such stocks, they can help you offset the effects of inflation.Take VICOM(SGX: WJP) for instance.The vehicle inspection company has a market share of close to 75% and had just raised its car inspection prices on 1 November by 5% from S$64.20 to S$67.41.With vehicle inspection being a mandatory requirement, vehicle owners will be unable to dodge this price increase.VICOM should therefore not expect inspection volumes to fall.For another example, coffee chain Starbucks(NASDAQ: SBUX), which operates around 35,000 outlets worldwide, saw its revenue for fiscal 2022 (ending 30 September) rise 11% year on year to a record US$32.3 billion.On the company’s earnings call, it mentioned that prices have increased by 6% and yet it has not seen a corresponding fall in customer loyalty or transactions.Cruise company Norwegian Cruise Lines(NYSE: NCLH) has also raised its prices to pass on higher costs to its customers, while the owner of SPAM, Hormel Foods(NYSE: HRL), is also targeting price increases as it grapples with inflation.These US companies managed to raise their prices to counteract the effects of high inflation and with their strong market positions, investors can be confident that they can continue to do so.2. No or low debtSurging interest rates are a bane for homeowners as mortgage loans become more expensive.For corporations with debt, higher rates also mean increased borrowing costs that eat into profits.Investors, though, can eschew debt-heavy companies in favour of those with either low or no debt.Businesses with little or zero debt are safe from rising interest rates and will not suffer the same level of financial stress as companies stuffed with loans.VICOM is in the spotlight once again for this attribute.The company has a clean balance sheet with S$58.7 million of cash with zero debt as of 30 September.Human resource company HRNetGroup(SGX: CHZ) is another cash-rich company with S$312.7 million of cash and no debt as of 30 June.Meanwhile, Micro-Mechanics (Holdings)(SGX: 5DD), a designer and manufacturer of parts and tools used to assemble semiconductors, was sitting on S$25.3 million of cash and had no debt as of 30 September.For something more familiar, your favourite curry puff seller, Old Chang Kee(SGX: 5ML), held S$30.1 million of cash with just S$4.7 million of borrowings for its latest half-year results.3. Recession-proofing your portfolioA recession could be on the cards for Singapore in 2023.Rather than feeling worried, investors should treat recessions as a normal part of the economic cycle and not feel fearful.Such events should be viewed as opportunities to scoop up shares of solid businesses that have been beaten down.But if you’re worried as to whether a recession will adversely impact your investments, it’s a good idea to stick with tried and tested blue-chip names.Yes, I am talking about stocks such as the three local banks DBS Group(SGX: D05), United Overseas Bank(SGX: U11) and OCBC Ltd(SGX: O39).These banks have been through numerous boom and bust cycles over the decades and have weathered these crises just fine.Singapore Exchange Limited(SGX: S68) is another solid business as it has a natural monopoly, being the only bourse operator here.These four stocks also pay out healthy dividends that can provide you with a stream of passive income as you wait for the storm clouds to clear up.Meanwhile, you can also pepper your portfolio with recession-resistant companies.Sheng Siong(SGX: OV8) is a supermarket retailer with 66 stores that provide a comprehensive range of food products, household items and necessities.Raffles Medical Group(SGX: BSL) and Q&M Dental Group(SGX: QC7) should also see steady demand during a downturn as both companies provide essential medical and dental services, respectively.4. Resilient US growth stocksUS indices have suffered a sharp fall this year but there are still businesses there that continue to thrive.Visa(NYSE: V) reported a strong set of earnings for its fiscal 2022, with revenue rising 22% year on year to US$29.3 billion and net profit climbing 21% year on year to US$14.9 billion.Despite the pandemic, yoga apparel maker Lululemon(NASDAQ: LULU) saw its revenue climb from US$3.98 billion to US$6.26 billion from 2020 to 2022 (the company has a January year-end).In addition, net profit increased from US$645.6 million to US$975.3 million over the same period.It pays to be selective and focus on businesses that generate healthy profits and continued free cash flow as these can enable them to better tide through tough times.5. Keeping cash handyFinally, you should always keep a reasonable stash of cash to act as an opportunity fund.As the saying goes – you can’t predict, but you can prepare.No one knows how markets will fare next year as there are too many moving parts at play.Therefore, it’s useful to keep cash handy to take advantage of any sharp sell-downs so that you can pick up your favourite stocks.Here’s wishing everyone a Happy New Year and may your investments turn out to be fruitful!","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950873519,"gmtCreate":1672731068831,"gmtModify":1676538727217,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950873519","repostId":"621771613","repostType":1,"repost":{"id":621771613,"gmtCreate":1672729087934,"gmtModify":1676538727101,"author":{"id":"3570081676918603","authorId":"3570081676918603","name":"市值观察","avatar":"https://static.tigerbbs.com/2ece02f8b6e557cbb0666cdb9048ec85","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"漲停！民爆股爆了，新一輪大洗牌後誰能成爲真正巨頭？","htmlText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：泰羅，編輯：小市妹&nbsp; &nbsp; &nbsp; &nbsp;1月3日，節後第一天A股民爆板塊一改向下調整姿態，南嶺民爆、高爭民爆漲停、國泰集團、雪峯科技、保利聯合、金奧博、壺化股份、同德化工等都紛紛大漲。&nbsp; &nbsp; &nbsp; &nbsp;資本市場是對預期的折現反映，根據中國爆破器材行業協會數據：2021年中國民爆生產企業生產總值及銷售總值均有增長，生產總值達344.38億元，銷售總值爲346.03億元。百億“擂臺”上，曾涌進了400多個玩家；擁有決賽圈實力（一級資質企業）的佔比不到9%；八成以上實力弱小，80%爲中小民營企業，生產規模小、裝備及技術能力低。▲2014-2020年我國民爆行業生產總值情況，數據來源：觀研天下&nbsp; &nbsp; &nbsp; &nbsp;一邊是過度競爭，參與者過多；而另一邊，民爆行業可以說是一門“看天吃飯”的生意。&nbsp; &nbsp; &nbsp; &nbsp;民爆對採礦和基建的依賴性很強，這兩個行業的景氣程度與宏觀經濟狀密切相關，所以經濟週期波動，以及礦業、基建的景氣度對民爆行業影響巨大。&nbsp; &nbsp; &nbsp; &nbsp;2014年行業生產總值爲330億元，隨後隨着經濟週期開始下滑，直到2020年才超過2014年的水平。&nbsp; &nbsp; &nbsp; &nbsp;2019年民爆企業生產總值爲332.49億元，同比增幅爲9.95%；2020年爲335.88億元，同比增速已下滑至1.02%。&nbsp; &nbsp; &nbsp; &nbsp;作爲世界第二大經濟體，我國對高端民爆產品的需求持續旺盛，軌道交通、水電等行業又不斷催生新的需求，與此同時，民爆和機器人產業的融合前景廣闊。&nbsp; &nbsp; &amp;nbs","listText":"&nbsp; &nbsp; &nbsp; &nbsp;作者：泰羅，編輯：小市妹&nbsp; &nbsp; &nbsp; &nbsp;1月3日，節後第一天A股民爆板塊一改向下調整姿態，南嶺民爆、高爭民爆漲停、國泰集團、雪峯科技、保利聯合、金奧博、壺化股份、同德化工等都紛紛大漲。&nbsp; &nbsp; &nbsp; &nbsp;資本市場是對預期的折現反映，根據中國爆破器材行業協會數據：2021年中國民爆生產企業生產總值及銷售總值均有增長，生產總值達344.38億元，銷售總值爲346.03億元。百億“擂臺”上，曾涌進了400多個玩家；擁有決賽圈實力（一級資質企業）的佔比不到9%；八成以上實力弱小，80%爲中小民營企業，生產規模小、裝備及技術能力低。▲2014-2020年我國民爆行業生產總值情況，數據來源：觀研天下&nbsp; &nbsp; &nbsp; &nbsp;一邊是過度競爭，參與者過多；而另一邊，民爆行業可以說是一門“看天吃飯”的生意。&nbsp; &nbsp; &nbsp; &nbsp;民爆對採礦和基建的依賴性很強，這兩個行業的景氣程度與宏觀經濟狀密切相關，所以經濟週期波動，以及礦業、基建的景氣度對民爆行業影響巨大。&nbsp; &nbsp; &nbsp; &nbsp;2014年行業生產總值爲330億元，隨後隨着經濟週期開始下滑，直到2020年才超過2014年的水平。&nbsp; &nbsp; &nbsp; &nbsp;2019年民爆企業生產總值爲332.49億元，同比增幅爲9.95%；2020年爲335.88億元，同比增速已下滑至1.02%。&nbsp; &nbsp; &nbsp; &nbsp;作爲世界第二大經濟體，我國對高端民爆產品的需求持續旺盛，軌道交通、水電等行業又不斷催生新的需求，與此同時，民爆和機器人產業的融合前景廣闊。&nbsp; &nbsp; &amp;nbs","text":"作者：泰羅，編輯：小市妹 1月3日，節後第一天A股民爆板塊一改向下調整姿態，南嶺民爆、高爭民爆漲停、國泰集團、雪峯科技、保利聯合、金奧博、壺化股份、同德化工等都紛紛大漲。 資本市場是對預期的折現反映，根據中國爆破器材行業協會數據：2021年中國民爆生產企業生產總值及銷售總值均有增長，生產總值達344.38億元，銷售總值爲346.03億元。百億“擂臺”上，曾涌進了400多個玩家；擁有決賽圈實力（一級資質企業）的佔比不到9%；八成以上實力弱小，80%爲中小民營企業，生產規模小、裝備及技術能力低。▲2014-2020年我國民爆行業生產總值情況，數據來源：觀研天下 一邊是過度競爭，參與者過多；而另一邊，民爆行業可以說是一門“看天吃飯”的生意。 民爆對採礦和基建的依賴性很強，這兩個行業的景氣程度與宏觀經濟狀密切相關，所以經濟週期波動，以及礦業、基建的景氣度對民爆行業影響巨大。 2014年行業生產總值爲330億元，隨後隨着經濟週期開始下滑，直到2020年才超過2014年的水平。 2019年民爆企業生產總值爲332.49億元，同比增幅爲9.95%；2020年爲335.88億元，同比增速已下滑至1.02%。 作爲世界第二大經濟體，我國對高端民爆產品的需求持續旺盛，軌道交通、水電等行業又不斷催生新的需求，與此同時，民爆和機器人產業的融合前景廣闊。 &nbs","images":[{"img":"https://static.tigerbbs.com/1371316f228e33bc5880e46a6abdc711","width":"632","height":"375"},{"img":"https://static.tigerbbs.com/75e9e433bdb43407522b8af4240e2ad9","width":"632","height":"360"},{"img":"https://static.tigerbbs.com/67f54a261ea00c3802cb6a0bf8def180","width":"632","height":"363"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621771613","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925222974,"gmtCreate":1672041136298,"gmtModify":1676538625952,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925222974","repostId":"1124213864","repostType":2,"repost":{"id":"1124213864","pubTimestamp":1672039120,"share":"https://www.laohu8.com/m/news/1124213864?lang=&edition=full","pubTime":"2022-12-26 15:18","market":"us","language":"en","title":"When Should Companies Buy Back Their Shares?","url":"https://stock-news.laohu8.com/highlight/detail?id=1124213864","media":"The Smart Investor","summary":"Stocks have taken a beating this year, to say the least. The S&P 500 is down around 19% year-to-date","content":"<html><head></head><body><p>Stocks have taken a beating this year, to say the least. The S&amp;P 500 is down around 19% year-to-date while the NASDAQ has slumped by around 30%. Many high-growth stocks have fallen even harder than that and it is not uncommon to find stocks that are down more than 80% this year.</p><p>While these declines are painful, a downturn in stock prices does provide a potential upside: The opportunity to conduct cheap buybacks. Low stock prices mean that companies can buy back their shares at relatively cheaper levels. When done at the right prices, share buybacks can be highly value-accretive for a company’s shareholders.</p><h3>Measuring the impact of share buybacks</h3><p>Buybacks reduce the number of shares outstanding. A company’s future cash flows are, hence, divided between fewer shares, leading to more cash flow per share in the future. But it comes at a cost. The cash that’s used to buy back stock could have been used to pay a dividend to shareholders instead. So how do share buybacks impact the long-term shareholder?</p><p>To better appreciate what happens when a company buys back its own stock, let’s examine a simple example. Let’s assume that Company A generates $100 in free cash flow per year for 10 years before it stops operating. The company has 100 shares outstanding, so it essentially generates $1 per share in free cash flow for 10 years. Let’s imagine two different scenarios.</p><p>In Scenario 1, Company A decides to pay all its free cash flow to shareholders each year. Hence, shareholders will receive $1 per share in dividends each year for 10 years. In Scenario 2, Company A decides that it wants to buy back its shares after the first year. Let’s say its stock price is $5. Therefore, Company A can use its $100 in free cash flow in year 1 to buy back and retire 20 shares, leaving just 80 shares outstanding. From year 2 onwards, Company A decides that it will start returning its cash flow to shareholders through dividends. The table below shows the dividends received by shareholders in the two different scenarios.</p><p><img src=\"https://static.tigerbbs.com/ba2826542212cf4ddcaab1c1e86e3b9f\" tg-width=\"606\" tg-height=\"152\" width=\"100%\" height=\"auto\"/>In scenario 1, shareholders were paid $1 per share every year starting from the end of the first year. In scenario 2, shareholders were not paid a dividend at the end of the first year, but were paid more for each subsequent year.</p><p>We can measure the present value of the two streams of dividends using a discounted cash flow analysis. Using a 10% discount rate, the dividends in Scenarios 1 and 2 have a net present value of $6.14 and $6.54, per share, respectively. In Scenario 2, shareholders were rewarded with better value over the 10 year period even though they had to wait longer before they could receive dividends.</p><h3>When buybacks destroy value</h3><p>In the earlier example, Company A created value for shareholders by buying back shares at $5 a share.</p><p>But let’s now imagine a third scenario. In Scenario 3, Company A’s stock price is $7.50 and it decided to conduct a share buyback using all its cash flow generated after the first year. Company A, therefore, spent its first $100 in free cash flow to buy back 13 shares, leaving the company with 87 shares outstanding. The table below shows the dividends received in all three scenarios.</p><p><img src=\"https://static.tigerbbs.com/182b60d92d67d7a671582e9668bb2308\" tg-width=\"840\" tg-height=\"260\" width=\"100%\" height=\"auto\"/>In Scenario 3, because shares were bought back at a higher price, fewer shares were retired than in Scenario 2 (13 versus 20). As such, Company A’s dividend per share in subsequent years only increased to $1.15. The net present value of Scenario 3’s dividends, using the same 10% discount rate, is only $6.04. This is actually lower than in Scenario 1 when no buybacks were done.</p><p>This demonstrates that buybacks are only value-enhancing when done at the right price. If the required rate of return is 10%, buybacks in the example above should only be done below the net present value per share of $6.14 if no buybacks were done.</p><h3>Applying this to a real-world example</h3><p>We can use this framework to assess if companies are making the right decision to buy back their shares. Let’s use the video conferencing app provider Zoom (NASDAQ: ZM) as a case study. Zoom started buying back its shares this year even as its stock price tanked.</p><p>In the first three quarters of its fiscal year ending 31 January 2023 (FY2023), Zoom repurchased 11 million shares for US$991 million. This works out to an average share price of approximately US$90 per share.</p><p>The table below presents my estimate of Zoom’s future free cash flow per share. I made the following assumptions:</p><ul><li>Revenue grows at 10% for the first few years before growth tapers off slowly to 0% after 15 years.</li><li>The free cash flow margin improves from 27% currently to 45% over time.</li><li>Dilution from stock-based compensation is 3% a year</li><li>Zoom stops operating after 50 years</li><li>Its revenue starts to decline in the last seven years of its life</li></ul><p><img src=\"https://static.tigerbbs.com/9a68d9163f9c0c407585d5c0657589da\" tg-width=\"840\" tg-height=\"363\" width=\"100%\" height=\"auto\"/>The table above shows the free cash flow per share generated by Zoom in each year under the assumptions I’ve made. Using a 10% discount rate and including current cash on hand (that can be used for buybacks or returned as dividends) of around US$18 per share, Zoom’s net present value per share works out to around US$112.</p><p>Recall that Zoom was buying back its shares at an average price of US$90 a piece. Under my assumptions, Zoom’s buybacks are value-accretive to shareholders.</p><h3>Time to shine</h3><p>Buybacks can be tricky to analyse. Although buybacks delay the distribution of dividends, they can result in value accretion to shareholders if done at the right price. With the stock prices of many companies falling significantly this year, buybacks have become a potential source of value enhancement for shareholders.</p><p>But remember that not all buybacks are good. We need to assess if management is buying back shares because the shares are cheap or if they are doing it for the wrong reasons. With stock prices down and the capital markets tight, I believe that this is a time when good capital allocation is essential. A management team that is able to allocate capital efficiently will not only cause its company to survive the downturn but potentially create tons of value for shareholders.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>When Should Companies Buy Back Their Shares?</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\">\nWhen Should Companies Buy Back Their Shares?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-26 15:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/when-should-companies-buy-back-their-shares/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks have taken a beating this year, to say the least. The S&P 500 is down around 19% year-to-date while the NASDAQ has slumped by around 30%. Many high-growth stocks have fallen even harder than ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/when-should-companies-buy-back-their-shares/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://thesmartinvestor.com.sg/when-should-companies-buy-back-their-shares/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124213864","content_text":"Stocks have taken a beating this year, to say the least. The S&P 500 is down around 19% year-to-date while the NASDAQ has slumped by around 30%. Many high-growth stocks have fallen even harder than that and it is not uncommon to find stocks that are down more than 80% this year.While these declines are painful, a downturn in stock prices does provide a potential upside: The opportunity to conduct cheap buybacks. Low stock prices mean that companies can buy back their shares at relatively cheaper levels. When done at the right prices, share buybacks can be highly value-accretive for a company’s shareholders.Measuring the impact of share buybacksBuybacks reduce the number of shares outstanding. A company’s future cash flows are, hence, divided between fewer shares, leading to more cash flow per share in the future. But it comes at a cost. The cash that’s used to buy back stock could have been used to pay a dividend to shareholders instead. So how do share buybacks impact the long-term shareholder?To better appreciate what happens when a company buys back its own stock, let’s examine a simple example. Let’s assume that Company A generates $100 in free cash flow per year for 10 years before it stops operating. The company has 100 shares outstanding, so it essentially generates $1 per share in free cash flow for 10 years. Let’s imagine two different scenarios.In Scenario 1, Company A decides to pay all its free cash flow to shareholders each year. Hence, shareholders will receive $1 per share in dividends each year for 10 years. In Scenario 2, Company A decides that it wants to buy back its shares after the first year. Let’s say its stock price is $5. Therefore, Company A can use its $100 in free cash flow in year 1 to buy back and retire 20 shares, leaving just 80 shares outstanding. From year 2 onwards, Company A decides that it will start returning its cash flow to shareholders through dividends. The table below shows the dividends received by shareholders in the two different scenarios.In scenario 1, shareholders were paid $1 per share every year starting from the end of the first year. In scenario 2, shareholders were not paid a dividend at the end of the first year, but were paid more for each subsequent year.We can measure the present value of the two streams of dividends using a discounted cash flow analysis. Using a 10% discount rate, the dividends in Scenarios 1 and 2 have a net present value of $6.14 and $6.54, per share, respectively. In Scenario 2, shareholders were rewarded with better value over the 10 year period even though they had to wait longer before they could receive dividends.When buybacks destroy valueIn the earlier example, Company A created value for shareholders by buying back shares at $5 a share.But let’s now imagine a third scenario. In Scenario 3, Company A’s stock price is $7.50 and it decided to conduct a share buyback using all its cash flow generated after the first year. Company A, therefore, spent its first $100 in free cash flow to buy back 13 shares, leaving the company with 87 shares outstanding. The table below shows the dividends received in all three scenarios.In Scenario 3, because shares were bought back at a higher price, fewer shares were retired than in Scenario 2 (13 versus 20). As such, Company A’s dividend per share in subsequent years only increased to $1.15. The net present value of Scenario 3’s dividends, using the same 10% discount rate, is only $6.04. This is actually lower than in Scenario 1 when no buybacks were done.This demonstrates that buybacks are only value-enhancing when done at the right price. If the required rate of return is 10%, buybacks in the example above should only be done below the net present value per share of $6.14 if no buybacks were done.Applying this to a real-world exampleWe can use this framework to assess if companies are making the right decision to buy back their shares. Let’s use the video conferencing app provider Zoom (NASDAQ: ZM) as a case study. Zoom started buying back its shares this year even as its stock price tanked.In the first three quarters of its fiscal year ending 31 January 2023 (FY2023), Zoom repurchased 11 million shares for US$991 million. This works out to an average share price of approximately US$90 per share.The table below presents my estimate of Zoom’s future free cash flow per share. I made the following assumptions:Revenue grows at 10% for the first few years before growth tapers off slowly to 0% after 15 years.The free cash flow margin improves from 27% currently to 45% over time.Dilution from stock-based compensation is 3% a yearZoom stops operating after 50 yearsIts revenue starts to decline in the last seven years of its lifeThe table above shows the free cash flow per share generated by Zoom in each year under the assumptions I’ve made. Using a 10% discount rate and including current cash on hand (that can be used for buybacks or returned as dividends) of around US$18 per share, Zoom’s net present value per share works out to around US$112.Recall that Zoom was buying back its shares at an average price of US$90 a piece. Under my assumptions, Zoom’s buybacks are value-accretive to shareholders.Time to shineBuybacks can be tricky to analyse. Although buybacks delay the distribution of dividends, they can result in value accretion to shareholders if done at the right price. With the stock prices of many companies falling significantly this year, buybacks have become a potential source of value enhancement for shareholders.But remember that not all buybacks are good. We need to assess if management is buying back shares because the shares are cheap or if they are doing it for the wrong reasons. With stock prices down and the capital markets tight, I believe that this is a time when good capital allocation is essential. A management team that is able to allocate capital efficiently will not only cause its company to survive the downturn but potentially create tons of value for shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922761851,"gmtCreate":1671846323374,"gmtModify":1676538602736,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922761851","repostId":"1155846685","repostType":2,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921326897,"gmtCreate":1670981059919,"gmtModify":1676538470267,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921326897","repostId":"1103026107","repostType":2,"repost":{"id":"1103026107","pubTimestamp":1670980761,"share":"https://www.laohu8.com/m/news/1103026107?lang=&edition=full","pubTime":"2022-12-14 09:19","market":"us","language":"en","title":"Shopify Down 66% This Year; Is there Reason to Fear?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103026107","media":"TipRanks","summary":"Story HighlightsShopify, whose shares have taken a hit this year along with most other e-commerce st","content":"<div>\n<p>Story HighlightsShopify, whose shares have taken a hit this year along with most other e-commerce stocks, may have a bull case brewing.Cloud-based e-commerce platform provider Shopify (TSE:SHOP) (NYSE...</p>\n\n<a href=\"https://www.tipranks.com/news/article/shopify-tseshop-down-66-this-year-is-it-a-reason-to-fear\">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>Shopify Down 66% This Year; Is there Reason to Fear?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify Down 66% This Year; Is there Reason to Fear?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/shopify-tseshop-down-66-this-year-is-it-a-reason-to-fear><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsShopify, whose shares have taken a hit this year along with most other e-commerce stocks, may have a bull case brewing.Cloud-based e-commerce platform provider Shopify (TSE:SHOP) (NYSE...</p>\n\n<a href=\"https://www.tipranks.com/news/article/shopify-tseshop-down-66-this-year-is-it-a-reason-to-fear\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.tipranks.com/news/article/shopify-tseshop-down-66-this-year-is-it-a-reason-to-fear","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103026107","content_text":"Story HighlightsShopify, whose shares have taken a hit this year along with most other e-commerce stocks, may have a bull case brewing.Cloud-based e-commerce platform provider Shopify (TSE:SHOP) (NYSE:SHOP) was not spared from the headwinds that rocked the broader industry this year. Shares of Shopify are down around 66% this year, leading the Canadian stock market to be on track to end the year lower than it began. However, fear not – this might be a great opportunity to accumulate shares of the downtrodden stock.Shopify’s sell-off began in November last year, mostly as a result of events beyond Shopify’s control. Software stock valuations had gotten too high and would inevitably snap. Moreover, the first year of the pandemic boosted the growth of e-commerce businesses manifold as a result of lockdowns and social distancing rules.Once economies started to normalize across the globe, the watershed began to subside, resulting in tough comparisons. However, investors are highly driven by emotion and began selling off Shopify shares as soon as the difficult comparisons started to reflect in the company’s quarterly financials.Yet, Shopify is still the go-to e-commerce platform for small and medium-sized businesses and is even a significant threat to the market share of e-commerce giant Amazon (NASDAQ:AMZN). The decline could be a great buying opportunity for long-term gains, as the shares seem to be oversold at the current price.Recently, SMBC Nikko analyst Andrew Bauch reiterated a Buy rating on SHOP stock and raised the price target to $45 from $40, saying that the stock has the potential to pull up sales and margin simultaneously in 2023. He is particularly upbeat about the evolution of Shopify’s Payment strategy and believes it to be one of the best emerging opportunities for the company to thrive.Is Shopify a Buy, Sell, or Hold?Shopify has a Moderate Buy consensus rating on Wall Street, with an average price target of C$55.89.Bottom-LineA solid business model, popularity with SMBs, and upbeat demand trends strongly indicate that a recovery in shares may be on the horizon. When the macroeconomic backdrop improves, Shopify stands to be one of the biggest beneficiaries of the spike in demand. All these arguments create a strong bull case for Shopify.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923122763,"gmtCreate":1670812043452,"gmtModify":1676538438337,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$NIO Inc.(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923122763","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929457254,"gmtCreate":1670724045078,"gmtModify":1676538423223,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v 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Manufacturing(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9929176257","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929999619,"gmtCreate":1670578495832,"gmtModify":1676538397834,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Sea Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929999619","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920767486,"gmtCreate":1670550588745,"gmtModify":1676538391553,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920767486","repostId":"2289844251","repostType":2,"repost":{"id":"2289844251","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":1670548155,"share":"https://www.laohu8.com/m/news/2289844251?lang=&edition=full","pubTime":"2022-12-09 09:09","market":"hk","language":"en","title":"Nio to Install 20 Battery-Swapping Stations in EnBW Charging Parks","url":"https://stock-news.laohu8.com/highlight/detail?id=2289844251","media":"Reuters","summary":"Chinese electric vehicle maker Nio will install swapping stations, where drivers can switch their ca","content":"<html><head></head><body><p>Chinese electric vehicle maker Nio will install swapping stations, where drivers can switch their car battery for a fully-charged one, at 20 charging parks in Germany owned by utility EnBW, the utility provider said on Thursday.</p><p>Nio launched in Germany in October on a leasing model, with users leasing cars with a 75 gigawatt hour battery for 1,199-1,295 euros ($1,171-$1,264) a month depending on the length of the subscription, which can be as short as a month.</p><p>The carmaker, which is aiming for 120 swapping stations in Europe by the end of 2023, opened its first swapping station in Germany in late September in Zusmarshausen in collaboration with charging operator Sortimo and mobility technology company TSG.</p><p>EnBW, which is investing over 100 million euros ($105.26 million) a year in expanding electric vehicle charging infrastructure, plans to expand its partnership with Nio to install more swapping stations in future, the provider&#39;s statement said.</p><p>($1 = 0.9500 euros)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio to Install 20 Battery-Swapping Stations in EnBW Charging Parks</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; 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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 to Install 20 Battery-Swapping Stations in EnBW Charging Parks\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\">2022-12-09 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese electric vehicle maker Nio will install swapping stations, where drivers can switch their car battery for a fully-charged one, at 20 charging parks in Germany owned by utility EnBW, the utility provider said on Thursday.</p><p>Nio launched in Germany in October on a leasing model, with users leasing cars with a 75 gigawatt hour battery for 1,199-1,295 euros ($1,171-$1,264) a month depending on the length of the subscription, which can be as short as a month.</p><p>The carmaker, which is aiming for 120 swapping stations in Europe by the end of 2023, opened its first swapping station in Germany in late September in Zusmarshausen in collaboration with charging operator Sortimo and mobility technology company TSG.</p><p>EnBW, which is investing over 100 million euros ($105.26 million) a year in expanding electric vehicle charging infrastructure, plans to expand its partnership with Nio to install more swapping stations in future, the provider&#39;s statement said.</p><p>($1 = 0.9500 euros)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289844251","content_text":"Chinese electric vehicle maker Nio will install swapping stations, where drivers can switch their car battery for a fully-charged one, at 20 charging parks in Germany owned by utility EnBW, the utility provider said on Thursday.Nio launched in Germany in October on a leasing model, with users leasing cars with a 75 gigawatt hour battery for 1,199-1,295 euros ($1,171-$1,264) a month depending on the length of the subscription, which can be as short as a month.The carmaker, which is aiming for 120 swapping stations in Europe by the end of 2023, opened its first swapping station in Germany in late September in Zusmarshausen in collaboration with charging operator Sortimo and mobility technology company TSG.EnBW, which is investing over 100 million euros ($105.26 million) a year in expanding electric vehicle charging infrastructure, plans to expand its partnership with Nio to install more swapping stations in future, the provider's statement said.($1 = 0.9500 euros)","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920621823,"gmtCreate":1670483095263,"gmtModify":1676538377894,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Taiwan Semiconductor Manufacturing(TSM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920621823","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920989464,"gmtCreate":1670418579659,"gmtModify":1676538363674,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$NIO Inc.(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920989464","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967615678,"gmtCreate":1670311639795,"gmtModify":1676538342252,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Amazon.com(AMZN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967615678","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967612298,"gmtCreate":1670311329915,"gmtModify":1676538342210,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967612298","repostId":"2289286198","repostType":2,"repost":{"id":"2289286198","pubTimestamp":1670293847,"share":"https://www.laohu8.com/m/news/2289286198?lang=&edition=full","pubTime":"2022-12-06 10:30","market":"us","language":"en","title":"NIO Is Taking Off - Buy The Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=2289286198","media":"Seeking Alpha","summary":"SummaryIt's been a while since NIO could be called cheap.NIO's stock went on a roller coaster ride, ","content":"<html><head></head><body><h2>Summary</h2><ul><li>It&#39;s been a while since NIO could be called cheap.</li><li>NIO&#39;s stock went on a roller coaster ride, declining by 85% from peak to trough.</li><li>Now with shares back around their 2020 levels NIO is a strong buy again.</li><li>Economies of scale, competitive advantages, and other elements should enable NIO to surpass future earnings estimates.</li><li>NIO&#39;s stock likely bottomed and should continue moving higher in the coming years.</li></ul><h2>NIO - Finally Cheap Again</h2><p>It&#39;s been a long time since <a href=\"https://laohu8.com/S/NIO\">NIO</a> was considered a bargain, but we are at that stage now. Its share price has remained relatively high since the early and mid days of 2020. That was the first time I bought this stock in the $10-$13 price range. Then, NIO&#39;s price increased, and I added in the $17-$20 range. I unloaded most of my NIO shares in the $50-$60 range in late 2020 and early 2021. With the stock back in the $10-$15 range, it may be an excellent time to build another longer-term position in NIO.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/12/4/48200183-1670154716115186.png\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NIO (StockCharts.com)</p><p>NIO is gaining momentum, and as sentiment improves, the company&#39;s stock price could go much higher. Higher than anticipated revenue growth and more significant profitability may push NIO&#39;s stock price substantially higher in the coming years. At these extreme lows, NIO is a strong candidate for a 5x return by 2025 and remains a leading China segment portfolio pick for 2023 and beyond.</p><h2>NIO&#39;s Recent Results</h2><p>NIO recently missed earnings estimates by 14 cents, yet, revenue came in at $1.83 billion, beating estimates by $50 million. NIO also provided solid guidance for Q4, with expected deliveries in the 43,000-48,000 range for the fourth quarter (72-92% YoY increase). In November, NIO reported a record-high delivery number of 14,178 vehicles, a 30.3% YoY increase. NIO&#39;s delivery capacity continues to rise, while demand for NIO&#39;s vehicles remains robust. NIO should continue delivering solid revenue growth and could improve its profitability substantially as the company advances. </p><h2>NIO is a Special Case</h2><p>Many Chinese stocks may be undervalued here, but NIO is a particular case. NIO is a premium pure-play EV manufacturer, producing some of the best EVs globally. Moreover, NIO is a Chinese company, providing it with a home court advantage in the most significant EV market in the world. Furthermore, NIO is remarkably cheap relative to its Western counterparts, some of which still need to demonstrate the ability to mass-produce vehicles. </p><h2>NIO vs. Others Valuation</h2><p><b>Forward P/S Ratio </b></p><ul><li>NIO: 1.5</li><li>XPeng (XPEV): 1.34</li><li>Li Auto (LI): 1.6</li><li>Tesla (TSLA): 5</li><li>Lucid (LCID): 7</li><li>Rivian (RIVN): 5</li></ul><h4><b>The Takeaway</b></h4><p>The Chinese companies trade at significantly discounted multiples relative to their American counterparts. If NIO were valued close to Lucid&#39;s or Rivian&#39;s valuation, its stock would be around $50-$75. At about 1.5 times forward sales, NIO is dirt cheap, and the stock is a bargain.</p><h2><b>NIO&#39;s Revenues Projections </b></h2><p><img src=\"https://static.seekingalpha.com/uploads/2022/12/5/48200183-16702274033175266.png\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenue projections (SeekingAlpha.com )</p><p>Consensus revenue estimates are around $14 billion next year and roughly $18 billion in 2024. However, provided the negative sentiment associated with China, the economic slowdown, and other variables, revenue and EPS estimates have been adjusted lower in recent quarters and maybe lowballed. Realistically, NIO could generate around $15 billion in revenues next year, roughly $20 billion in 2024, and should expand sales to $25 billion or more in 2025. NIO&#39;s market cap is around $20 billion, implying a forward P/S ratio of only 1.33. Additionally, considering that NIO could bring in about <i>$25 billion</i> in revenues in 2025, its stock is trading at only around 0.8 times 2025 sales estimates now.</p><h2>Significant EPS Growth Potential</h2><p><img src=\"https://static.tigerbbs.com/fe8d5f7bf8fcedb8824d2a90edaddda9\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>EPS growth (SeekingAlpha.com)</p><p>NIO has significant earning potential, and it&#39;s well-positioned to benefit from cheap labor and improved efficiency as it expands its economies of scale. There is a high probability that due to higher productivity and efficiency, NIO can become more profitable sooner than many analysts expect now. Higher-end EPS estimates are for $0.50 in 2025, but as NIO revenue growth explodes, the company may become more profitable sooner, possibly delivering $1-$2 in EPS around the 2025-2027 timeline.</p><p><b>What NIO&#39;s stock price may look like in future years: </b></p><table><tbody><tr><td>Year</td><td>2022</td><td>2023</td><td>2024</td><td>2025</td><td>2026</td><td>2027</td><td>2028</td></tr><tr><td>Revenue Bs</td><td>$7.5</td><td>$15</td><td>$20</td><td>$26</td><td>$33</td><td>$42</td><td>$53</td></tr><tr><td>Revenue growth</td><td>32%</td><td>100%</td><td>33%</td><td>30%</td><td>28%</td><td>26%</td><td>25%</td></tr><tr><td>EPS</td><td>N/A</td><td>$0.20</td><td>$0.40</td><td>$0.95</td><td>$1.45</td><td>$1.95</td><td>$2.50</td></tr><tr><td>Forward P/E</td><td>65</td><td>60</td><td>55</td><td>50</td><td>45</td><td>40</td><td>35</td></tr><tr><td>Stock Price</td><td>$13</td><td>$24</td><td>$52</td><td>$73</td><td>$88</td><td>$100</td><td>$120</td></tr></tbody></table><p>Click to enlarge</p><p>Source: The Financial Prophet</p><h2><b>The Bottom Line - It&#39;s All About Sentiment </b></h2><p>The sentiment is crucial to any company, especially to a hyper-growth one like NIO. We see enormous revenue growth potential for NIO in future years. After the company streamlines revenues by 100% next year, we expect significant 25-35% annual revenue growth for several years. Therefore, there should be great demand and opportunity around the upcoming revenue increase phase. NIO should also improve its operations through increased efficiency and its economies of scale implementation. There is also a distinct probability that we will see gross, operating, and other income margins strengthening. Therefore, NIO&#39;s profitability and EPS could expand more significantly than expected in the coming years, and we could see NIO&#39;s stock price around $100 in several years.</p><h2>Risks to NIO</h2><p>Despite my bullish outlook, there are various risks to my thesis. Delisting fears and other detrimental factors related to China could continue to pressure NIO&#39;s stock price. Also, the company could run into various production issues and may not reach the production capacity I envision in time. Moreover, NIO&#39;s vehicles may experience a drop-off in demand, in which case the company&#39;s share price would suffer. NIO remains an elevated-risk investment, but there is substantial reward potential if everything goes right.</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>NIO Is Taking Off - Buy The Bottom</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 Is Taking Off - Buy The Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562414-nio-is-taking-off-buy-the-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt's been a while since NIO could be called cheap.NIO's stock went on a roller coaster ride, declining by 85% from peak to trough.Now with shares back around their 2020 levels NIO is a strong ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562414-nio-is-taking-off-buy-the-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4562414-nio-is-taking-off-buy-the-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2289286198","content_text":"SummaryIt's been a while since NIO could be called cheap.NIO's stock went on a roller coaster ride, declining by 85% from peak to trough.Now with shares back around their 2020 levels NIO is a strong buy again.Economies of scale, competitive advantages, and other elements should enable NIO to surpass future earnings estimates.NIO's stock likely bottomed and should continue moving higher in the coming years.NIO - Finally Cheap AgainIt's been a long time since NIO was considered a bargain, but we are at that stage now. Its share price has remained relatively high since the early and mid days of 2020. That was the first time I bought this stock in the $10-$13 price range. Then, NIO's price increased, and I added in the $17-$20 range. I unloaded most of my NIO shares in the $50-$60 range in late 2020 and early 2021. With the stock back in the $10-$15 range, it may be an excellent time to build another longer-term position in NIO.NIO (StockCharts.com)NIO is gaining momentum, and as sentiment improves, the company's stock price could go much higher. Higher than anticipated revenue growth and more significant profitability may push NIO's stock price substantially higher in the coming years. At these extreme lows, NIO is a strong candidate for a 5x return by 2025 and remains a leading China segment portfolio pick for 2023 and beyond.NIO's Recent ResultsNIO recently missed earnings estimates by 14 cents, yet, revenue came in at $1.83 billion, beating estimates by $50 million. NIO also provided solid guidance for Q4, with expected deliveries in the 43,000-48,000 range for the fourth quarter (72-92% YoY increase). In November, NIO reported a record-high delivery number of 14,178 vehicles, a 30.3% YoY increase. NIO's delivery capacity continues to rise, while demand for NIO's vehicles remains robust. NIO should continue delivering solid revenue growth and could improve its profitability substantially as the company advances. NIO is a Special CaseMany Chinese stocks may be undervalued here, but NIO is a particular case. NIO is a premium pure-play EV manufacturer, producing some of the best EVs globally. Moreover, NIO is a Chinese company, providing it with a home court advantage in the most significant EV market in the world. Furthermore, NIO is remarkably cheap relative to its Western counterparts, some of which still need to demonstrate the ability to mass-produce vehicles. NIO vs. Others ValuationForward P/S Ratio NIO: 1.5XPeng (XPEV): 1.34Li Auto (LI): 1.6Tesla (TSLA): 5Lucid (LCID): 7Rivian (RIVN): 5The TakeawayThe Chinese companies trade at significantly discounted multiples relative to their American counterparts. If NIO were valued close to Lucid's or Rivian's valuation, its stock would be around $50-$75. At about 1.5 times forward sales, NIO is dirt cheap, and the stock is a bargain.NIO's Revenues Projections Revenue projections (SeekingAlpha.com )Consensus revenue estimates are around $14 billion next year and roughly $18 billion in 2024. However, provided the negative sentiment associated with China, the economic slowdown, and other variables, revenue and EPS estimates have been adjusted lower in recent quarters and maybe lowballed. Realistically, NIO could generate around $15 billion in revenues next year, roughly $20 billion in 2024, and should expand sales to $25 billion or more in 2025. NIO's market cap is around $20 billion, implying a forward P/S ratio of only 1.33. Additionally, considering that NIO could bring in about $25 billion in revenues in 2025, its stock is trading at only around 0.8 times 2025 sales estimates now.Significant EPS Growth PotentialEPS growth (SeekingAlpha.com)NIO has significant earning potential, and it's well-positioned to benefit from cheap labor and improved efficiency as it expands its economies of scale. There is a high probability that due to higher productivity and efficiency, NIO can become more profitable sooner than many analysts expect now. Higher-end EPS estimates are for $0.50 in 2025, but as NIO revenue growth explodes, the company may become more profitable sooner, possibly delivering $1-$2 in EPS around the 2025-2027 timeline.What NIO's stock price may look like in future years: Year2022202320242025202620272028Revenue Bs$7.5$15$20$26$33$42$53Revenue growth32%100%33%30%28%26%25%EPSN/A$0.20$0.40$0.95$1.45$1.95$2.50Forward P/E65605550454035Stock Price$13$24$52$73$88$100$120Click to enlargeSource: The Financial ProphetThe Bottom Line - It's All About Sentiment The sentiment is crucial to any company, especially to a hyper-growth one like NIO. We see enormous revenue growth potential for NIO in future years. After the company streamlines revenues by 100% next year, we expect significant 25-35% annual revenue growth for several years. Therefore, there should be great demand and opportunity around the upcoming revenue increase phase. NIO should also improve its operations through increased efficiency and its economies of scale implementation. There is also a distinct probability that we will see gross, operating, and other income margins strengthening. Therefore, NIO's profitability and EPS could expand more significantly than expected in the coming years, and we could see NIO's stock price around $100 in several years.Risks to NIODespite my bullish outlook, there are various risks to my thesis. Delisting fears and other detrimental factors related to China could continue to pressure NIO's stock price. Also, the company could run into various production issues and may not reach the production capacity I envision in time. Moreover, NIO's vehicles may experience a drop-off in demand, in which case the company's share price would suffer. NIO remains an elevated-risk investment, but there is substantial reward potential if everything goes right.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964220641,"gmtCreate":1670162329884,"gmtModify":1676538312127,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964220641","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964025219,"gmtCreate":1670037260632,"gmtModify":1676538293570,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964025219","repostId":"2288596195","repostType":4,"repost":{"id":"2288596195","pubTimestamp":1670024380,"share":"https://www.laohu8.com/m/news/2288596195?lang=&edition=full","pubTime":"2022-12-03 07:39","market":"us","language":"en","title":"Why Now Is NOT the Time to Buy NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2288596195","media":"InvestorPlace","summary":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choos","content":"<html><head></head><body><ul><li><b>Nio</b> (<b>NIO</b>) stock could remain under pressure to due China’s unpredictable Covid-19 policy.</li><li>Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.</li><li>Investors can choose to delay any purchases of NIO stock until conditions improve.</li></ul><p><img src=\"https://static.tigerbbs.com/14e2554adb7734c917635ae8dca2b6ba\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>Given the fact that <b>Nio</b> (NYSE:<b>NIO</b>) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.</p><p>For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).</p><p>As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.</p><p>Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.</p><table border=\"1\"><tbody><tr><td><b>NIO</b></td><td><b>Nio</b></td><td>$12.09</td></tr></tbody></table><h2>What’s Happening with NIO Stock?</h2><p>NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.</p><p>It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.</p><p>Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.</p><p>The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.</p><h2>Nio’s Financial Are Problematic</h2><p>Meanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.</p><p>It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.</p><p>Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.</p><p>Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.</p><h2>What You Can Do Now</h2><p>This isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.</p><p>However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Now Is NOT the Time to Buy NIO Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Now Is NOT the Time to Buy NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-03 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4532":"文艺复兴科技持仓","NIO":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","BK4099":"汽车制造商","BK4504":"桥水持仓","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4526":"热门中概股","BK4581":"高盛持仓","BK4509":"腾讯概念","BK4555":"新能源车","09866":"蔚来-SW","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288596195","content_text":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choose to delay any purchases of NIO stock until conditions improve.Source: Michael Vi / Shutterstock.comGiven the fact that Nio (NYSE:NIO) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.NIONio$12.09What’s Happening with NIO Stock?NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.Nio’s Financial Are ProblematicMeanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.What You Can Do NowThis isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965354144,"gmtCreate":1669900982588,"gmtModify":1676538266229,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks....looking good.&nbsp;","listText":"Thanks....looking good.&nbsp;","text":"Thanks....looking good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9965354144","repostId":"2288207166","repostType":2,"repost":{"id":"2288207166","pubTimestamp":1669898725,"share":"https://www.laohu8.com/m/news/2288207166?lang=&edition=full","pubTime":"2022-12-01 20:45","market":"us","language":"en","title":"3 Reasons to Bet on Amazon in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2288207166","media":"Motley Fool","summary":"The tech giant looks poised for a comeback next year.","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Cost-cutting measures should start to pay off.</li><li>The core business is still highly profitable.</li><li>The stock looks undervalued.</li></ul><p>2022 is shaping up to be <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s worst year since at least the 2008 financial crisis.</p><p>The stock is down 44% year to date as it&#39;s gotten hit on multiple fronts. Revenue growth slowed due to difficult comparisons and macroeconomic headwinds, and profits declined as the company overexpanded during the pandemic. As a result, Amazon is now scrambling to cut costs, announcing that it would lay off 10,000 corporate employees; it&#39;s closing or canceling construction of dozens of warehouses, and pulling the plug on experiments like Amazon Care and Scout, its home delivery robot.</p><p>Those moves haven&#39;t done much for the stock as shares are still trading around 52-week lows, but things could start looking up for the company in 2023. Keep reading to see why the FAANG stock could rebound sooner than you think.</p><h2>1. The cost cuts will pay off</h2><p>Wall Street often cheers when businesses announce cost cuts or layoffs. Shares of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, for example, jumped when it made public plans for layoffs earlier in November, but Amazon didn&#39;t get the same response.</p><p>However, Amazon is making the necessary moves to right-size its business after it overinvested during the pandemic.</p><p>It&#39;s also become apparent that Amazon has a lot of fat to trim. Business Insider, for example, reported that the company is on track to lose $10 billion this year on Alexa and other devices, and the Alexa division also appears to be the primary focus for the company&#39;s layoffs.</p><p>There are other areas where cost controls would be prudent. Amazon&#39;s international e-commerce division loses money most years, and lost $5.5 billion through the first three quarters of this year. While the company&#39;s more mature international markets are profitable, exercising greater discipline might help make the segment as a whole profitable.</p><p>With the layoffs and other cost-cutting moves, Amazon seems to be striking a more conservative balance from its traditional emphasis on experimentation and willingness to fail, and that should start to pay off for investors on the bottom line next year.</p><h2>2. Core businesses remain highly profitable</h2><p>While much of the attention on Amazon this year has been focused on problems like slowing growth and macroeconomic headwinds, investors seem to be forgetting that Amazon&#39;s most important profit centers continue to print cash.</p><p>Amazon Web Services, the leading cloud infrastructure service, is on track for nearly $25 billion in operating income this year, and its revenue grew 27% in the third quarter even as CFO Brian Olsavsky noted some cautiousness on spending from customers on the recent earnings call.</p><p>As more data, storage, and other needs move to the cloud and AWS, the business should continue to grow -- and it&#39;s already proven itself to be highly profitable with an operating margin of 30%.</p><p>Meanwhile, Amazon&#39;s advertising business is still putting up brisk growth even as top digital advertising platforms like <b>Alphabet </b>and Meta reported sluggish growth in the third quarter. Amazon, which is now the third-largest advertising platform in the U.S. behind Alphabet and Meta, said its advertising segment grew by 25% in the third quarter to $9.5 billion, putting it on an annual run rate of nearly $40 billion in revenue.</p><p>Amazon doesn&#39;t break out margins in advertising, but Alphabet and Meta have historically generated operating margins in the 30% range so it&#39;s reasonable to expect the same from Amazon. That would translate into $12 billion in operating income from $40 billion in revenue.</p><h2>3. The stock is well priced</h2><p>Amazon has never been an easy company to value. Investors seem to believe that the company&#39;s profits are artificially low because it invests in new products and service like Alexa, healthcare, or Amazon Go.</p><p>However, on a price-to-sales basis, the stock is now as cheap as it&#39;s been in eight years at a P/S of less than 2. The last time the stock was this cheap on a revenue multiple, AWS wasn&#39;t even a stand-alone business segment and investors had no idea how profitable it was.</p><p>Similarly, after Amazon guided for just 2% to 8% revenue growth in the fourth quarter, investors seem to expect its growth rate to be permanently impaired, but it&#39;s likely to recover. The company will face easier comparisons next year, the macro headwinds will eventually dissipate, and the markets it competes in, like e-commerce and cloud computing, still have a lot of growth left.</p><p>Market sentiment shifted against the stock due to sluggish growth in the e-commerce sector and fears of a recession this year, but the stock should bounce back once the economic narrative improves.</p><p>Investors seem to be ignoring the company&#39;s growth and profit potential, and that&#39;s a mistake. Down 50% from its peak last year, Amazon stock has a lot of room to run once the business starts to show improvement.</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 Reasons to Bet on Amazon in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons to Bet on Amazon in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/01/3-reasons-to-bet-on-amazon-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSCost-cutting measures should start to pay off.The core business is still highly profitable.The stock looks undervalued.2022 is shaping up to be Amazon's worst year since at least the 2008 ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/01/3-reasons-to-bet-on-amazon-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/01/3-reasons-to-bet-on-amazon-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288207166","content_text":"KEY POINTSCost-cutting measures should start to pay off.The core business is still highly profitable.The stock looks undervalued.2022 is shaping up to be Amazon's worst year since at least the 2008 financial crisis.The stock is down 44% year to date as it's gotten hit on multiple fronts. Revenue growth slowed due to difficult comparisons and macroeconomic headwinds, and profits declined as the company overexpanded during the pandemic. As a result, Amazon is now scrambling to cut costs, announcing that it would lay off 10,000 corporate employees; it's closing or canceling construction of dozens of warehouses, and pulling the plug on experiments like Amazon Care and Scout, its home delivery robot.Those moves haven't done much for the stock as shares are still trading around 52-week lows, but things could start looking up for the company in 2023. Keep reading to see why the FAANG stock could rebound sooner than you think.1. The cost cuts will pay offWall Street often cheers when businesses announce cost cuts or layoffs. Shares of Meta Platforms, for example, jumped when it made public plans for layoffs earlier in November, but Amazon didn't get the same response.However, Amazon is making the necessary moves to right-size its business after it overinvested during the pandemic.It's also become apparent that Amazon has a lot of fat to trim. Business Insider, for example, reported that the company is on track to lose $10 billion this year on Alexa and other devices, and the Alexa division also appears to be the primary focus for the company's layoffs.There are other areas where cost controls would be prudent. Amazon's international e-commerce division loses money most years, and lost $5.5 billion through the first three quarters of this year. While the company's more mature international markets are profitable, exercising greater discipline might help make the segment as a whole profitable.With the layoffs and other cost-cutting moves, Amazon seems to be striking a more conservative balance from its traditional emphasis on experimentation and willingness to fail, and that should start to pay off for investors on the bottom line next year.2. Core businesses remain highly profitableWhile much of the attention on Amazon this year has been focused on problems like slowing growth and macroeconomic headwinds, investors seem to be forgetting that Amazon's most important profit centers continue to print cash.Amazon Web Services, the leading cloud infrastructure service, is on track for nearly $25 billion in operating income this year, and its revenue grew 27% in the third quarter even as CFO Brian Olsavsky noted some cautiousness on spending from customers on the recent earnings call.As more data, storage, and other needs move to the cloud and AWS, the business should continue to grow -- and it's already proven itself to be highly profitable with an operating margin of 30%.Meanwhile, Amazon's advertising business is still putting up brisk growth even as top digital advertising platforms like Alphabet and Meta reported sluggish growth in the third quarter. Amazon, which is now the third-largest advertising platform in the U.S. behind Alphabet and Meta, said its advertising segment grew by 25% in the third quarter to $9.5 billion, putting it on an annual run rate of nearly $40 billion in revenue.Amazon doesn't break out margins in advertising, but Alphabet and Meta have historically generated operating margins in the 30% range so it's reasonable to expect the same from Amazon. That would translate into $12 billion in operating income from $40 billion in revenue.3. The stock is well pricedAmazon has never been an easy company to value. Investors seem to believe that the company's profits are artificially low because it invests in new products and service like Alexa, healthcare, or Amazon Go.However, on a price-to-sales basis, the stock is now as cheap as it's been in eight years at a P/S of less than 2. The last time the stock was this cheap on a revenue multiple, AWS wasn't even a stand-alone business segment and investors had no idea how profitable it was.Similarly, after Amazon guided for just 2% to 8% revenue growth in the fourth quarter, investors seem to expect its growth rate to be permanently impaired, but it's likely to recover. The company will face easier comparisons next year, the macro headwinds will eventually dissipate, and the markets it competes in, like e-commerce and cloud computing, still have a lot of growth left.Market sentiment shifted against the stock due to sluggish growth in the e-commerce sector and fears of a recession this year, but the stock should bounce back once the economic narrative improves.Investors seem to be ignoring the company's growth and profit potential, and that's a mistake. Down 50% from its peak last year, Amazon stock has a lot of room to run once the business starts to show improvement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965928899,"gmtCreate":1669877121012,"gmtModify":1676538261905,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Great!&nbsp;","listText":"Great!&nbsp;","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965928899","repostId":"1100468786","repostType":2,"repost":{"id":"1100468786","pubTimestamp":1669872868,"share":"https://www.laohu8.com/m/news/1100468786?lang=&edition=full","pubTime":"2022-12-01 13:34","market":"us","language":"en","title":"TSMC Plans to Make More Advanced Chips in US at Urging of Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1100468786","media":"Bloomberg","summary":"Arizona plant slated for 2024 will use 4-nanometer technologyChange is a win for Biden efforts to bo","content":"<html><head></head><body><ul><li>Arizona plant slated for 2024 will use 4-nanometer technology</li><li>Change is a win for Biden efforts to bolster US manufacturing</li></ul><p>Taiwan Semiconductor Manufacturing Co. will offer advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024, an upgrade from its previous public statements, after US customers such as Apple Inc. pushed the company to do so, according to people familiar with the matter.</p><p>TSMC is expected to announce the new plan when President Joe Biden and Commerce Secretary Gina Raimondo visit Phoenix for a ceremony next Tuesday, said the people, who asked not to be identified because the matter is private.</p><p>The TSMC factory had been slated to make 5-nanometer semiconductors, a standard that will be far from the cutting edge by 2024. The Taiwanese company also will commit to adding a second nearby plant, which will make even more advanced, 3-nanometer chips, they said.</p><p>TSMC previously said it would make 20,000 wafers per month at the Arizona facility, although production may increase from those original plans, the people said. Apple will use about a third of the output as production gets underway.</p><p>Apple and other major tech companies rely on TSMC for their chipmaking needs, and the change means they’ll be able to get more of their processors from the US. Apple Chief Executive Officer Tim Cook has previously told employees that his company plans to source chips from the Arizona plant. He’s scheduled to attend the event next week, the people said.</p><p>A representative for TSMC declined to comment. Apple didn’t immediately respond to a request for comment.</p><p>Supply-chain disruptions and trade tensions with China have fueled efforts to bring more manufacturing to the US and Europe. US lawmakers also passed the Chips and Science Act this year, offering $50 billion in incentives for companies looking to create semiconductors in the country. TSMC is likely to receive billions in subsidies.</p><p>TSMC, headquartered on the island, is the world’s go-to supplier for chips powering everything from smartphones to electric vehicles. Most of its production is still centralized in Taiwan.</p><p>In addition to Apple, TSMC customers like Advanced Micro Devices Inc. and Nvidia Corp. have asked the Taiwanese company to make more sophisticated chips at the Arizona plant, according to people familiar with the discussions.</p><p>AMD CEO Lisa Su and Nvidia head Jensen Huang are expected to attend the event. Representatives for AMD and Nvidia declined to comment.</p><p>TSMC’s customers have asked the company to roll out its latest technologies simultaneously in the US and Taiwan, the people said, which would help fulfill a Biden administration goal of having the most cutting-edge chips in the world produced on US soil. But TSMC has not committed to that approach, and Taiwanese and company officials have said that they intend to keep the latest technology at Taiwan.</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>TSMC Plans to Make More Advanced Chips in US at Urging of Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Plans to Make More Advanced Chips in US at Urging of Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 13:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-01/tsmc-plans-to-make-more-advanced-chips-in-us-at-urging-of-apple?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Arizona plant slated for 2024 will use 4-nanometer technologyChange is a win for Biden efforts to bolster US manufacturingTaiwan Semiconductor Manufacturing Co. will offer advanced 4-nanometer chips ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-01/tsmc-plans-to-make-more-advanced-chips-in-us-at-urging-of-apple?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":{"TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-01/tsmc-plans-to-make-more-advanced-chips-in-us-at-urging-of-apple?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100468786","content_text":"Arizona plant slated for 2024 will use 4-nanometer technologyChange is a win for Biden efforts to bolster US manufacturingTaiwan Semiconductor Manufacturing Co. will offer advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024, an upgrade from its previous public statements, after US customers such as Apple Inc. pushed the company to do so, according to people familiar with the matter.TSMC is expected to announce the new plan when President Joe Biden and Commerce Secretary Gina Raimondo visit Phoenix for a ceremony next Tuesday, said the people, who asked not to be identified because the matter is private.The TSMC factory had been slated to make 5-nanometer semiconductors, a standard that will be far from the cutting edge by 2024. The Taiwanese company also will commit to adding a second nearby plant, which will make even more advanced, 3-nanometer chips, they said.TSMC previously said it would make 20,000 wafers per month at the Arizona facility, although production may increase from those original plans, the people said. Apple will use about a third of the output as production gets underway.Apple and other major tech companies rely on TSMC for their chipmaking needs, and the change means they’ll be able to get more of their processors from the US. Apple Chief Executive Officer Tim Cook has previously told employees that his company plans to source chips from the Arizona plant. He’s scheduled to attend the event next week, the people said.A representative for TSMC declined to comment. Apple didn’t immediately respond to a request for comment.Supply-chain disruptions and trade tensions with China have fueled efforts to bring more manufacturing to the US and Europe. US lawmakers also passed the Chips and Science Act this year, offering $50 billion in incentives for companies looking to create semiconductors in the country. TSMC is likely to receive billions in subsidies.TSMC, headquartered on the island, is the world’s go-to supplier for chips powering everything from smartphones to electric vehicles. Most of its production is still centralized in Taiwan.In addition to Apple, TSMC customers like Advanced Micro Devices Inc. and Nvidia Corp. have asked the Taiwanese company to make more sophisticated chips at the Arizona plant, according to people familiar with the discussions.AMD CEO Lisa Su and Nvidia head Jensen Huang are expected to attend the event. Representatives for AMD and Nvidia declined to comment.TSMC’s customers have asked the company to roll out its latest technologies simultaneously in the US and Taiwan, the people said, which would help fulfill a Biden administration goal of having the most cutting-edge chips in the world produced on US soil. But TSMC has not committed to that approach, and Taiwanese and company officials have said that they intend to keep the latest technology at Taiwan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9940502846,"gmtCreate":1677996685386,"gmtModify":1677996689195,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks for the insight","listText":"Thanks for the insight","text":"Thanks for the insight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940502846","repostId":"1165421317","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915924628,"gmtCreate":1664939668964,"gmtModify":1676537533117,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9915924628","repostId":"1143143787","repostType":4,"repost":{"id":"1143143787","pubTimestamp":1664951047,"share":"https://www.laohu8.com/m/news/1143143787?lang=&edition=full","pubTime":"2022-10-05 14:24","market":"us","language":"en","title":"Cathie Wood Bought the TSLA Stock Dip, Should You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1143143787","media":"InvestorPlace","summary":"Tesla stock has rebounded since its dip yesterday.Part of the reason is likely due to an investment ","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock has rebounded since its dip yesterday.</li><li>Part of the reason is likely due to an investment from famed investor Cathie Wood.</li><li>The market contrarian made her bet after Tesla reported disappointing delivery statistics.</li></ul><p>Cathie Wood is continuing her streak of betting on beaten-down stocks. The founder of Ark Investment Management recently purchased 132,213 shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. In perfect Wood fashion, this comes after a difficult month for the company. TSLA stock has shed more than 33% of its value over the past six months, despite enacting a successful stock split. While it is trending upward today, it is still down 8% for the month. Yesterday, shares slumped even more after the electric vehicle (EV) leader’s quarterly deliveries fell short of Wall Street expectations. But Wood clearly sees Tesla’s recent losing streak as an opportunity to buy a growth stock on the dip.</p><p>Let’s take a closer look at her logic and what it may mean for investors.</p><h3>What’s Happening With TSLA Stock</h3><p>Since news broke of Wood’s purchase, TSLA stock has been rising all day. Despite some volatility, it is up 2.9% on Tuesday. According to data from Bloomberg, this investment represents Wood’s first TSLA stock purchase since June 2022.  Her flagship ARK Innovation ETF (NYSEARCA:ARKK) purchased 108,380 shares while the tech-focused ARK Autonomous Technology &amp; Robotics ETF (BATS:ARKQ) added 23,833. Tesla remains the top holding for Wood’s flagship fund, with a value of more than $738 million.</p><p>Wood began September 2022 by selling TSLA stock. Just a few weeks after, though, she made it clear that she remains highly bullish on it. While speaking to CNBC’s Squawk Box she stated:</p><blockquote>We have used Tesla to trade around but it’s our top holding still, and our confidence couldn’t be higher as we see the movement towards electric vehicles accelerates. We are pretty excited about the next five years.</blockquote><p>Her holdings may see significant growth before five years have passed, though. InvestorPlace Senior Investment Analyst Luke Lango recently made the case for why he believes some of Wood’s beaten-down tech holdings will “rebound enormously” in 2023. While Lango noted that 2022 has been an extremely difficult year for the type of high-growth tech stocks that Wood favors, he remains steadfast in his prediction that they could double in the coming year. He sees the macroeconomic headwinds that pushed Wood’s stocks down in 2022 shifting in her favor in 2023. As he states:</p><blockquote>Inflation was the bane of Cathie Wood stocks in 2021. But inflation rates will dramatically cool in 2022. With the Fed fully on board to slow the economy, housing and rental costs finally falling, and oil prices remaining weak, inflation will keep cooling at an accelerated pace. Accelerating inflation killed Cathie Wood stocks in 2021. Decelerating inflation will boost them in 2023.</blockquote><h3>What Comes Next</h3><p>Wood clearly sees the same type of economic landscape emerging from the dust of 2022. Her doubling down on TSLA stock suggests she is on a dip buying spree, as do her other recent investments. Wood’s three biggest purchases of the past week are Rocket Lab (NASDAQ:RKLB), UiPath (NYSE:PATH) and Verve Therapeutics (NASDAQ:VERV), all of which have been rising since but remain in the red for the month.</p><p>Clearly Wood sees growth ahead for all three names and likewise for TSLA stock. While the EV leader has taken a blow following its delivery report, it recently turned plenty of heads at AI Day 2022. If the financial landscape does shift as Lango predicts, 2023 could indeed be a breakout year for TSLA stock and Wood’s other beaten-down holdings.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Bought the TSLA Stock Dip, Should You?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Bought the TSLA Stock Dip, Should You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/cathie-wood-just-bought-the-tsla-stock-dip-should-you/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock has rebounded since its dip yesterday.Part of the reason is likely due to an investment from famed investor Cathie Wood.The market contrarian made her bet after Tesla reported ...</p>\n\n<a href=\"https://investorplace.com/2022/10/cathie-wood-just-bought-the-tsla-stock-dip-should-you/\">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://investorplace.com/2022/10/cathie-wood-just-bought-the-tsla-stock-dip-should-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143143787","content_text":"Tesla stock has rebounded since its dip yesterday.Part of the reason is likely due to an investment from famed investor Cathie Wood.The market contrarian made her bet after Tesla reported disappointing delivery statistics.Cathie Wood is continuing her streak of betting on beaten-down stocks. The founder of Ark Investment Management recently purchased 132,213 shares of Tesla. In perfect Wood fashion, this comes after a difficult month for the company. TSLA stock has shed more than 33% of its value over the past six months, despite enacting a successful stock split. While it is trending upward today, it is still down 8% for the month. Yesterday, shares slumped even more after the electric vehicle (EV) leader’s quarterly deliveries fell short of Wall Street expectations. But Wood clearly sees Tesla’s recent losing streak as an opportunity to buy a growth stock on the dip.Let’s take a closer look at her logic and what it may mean for investors.What’s Happening With TSLA StockSince news broke of Wood’s purchase, TSLA stock has been rising all day. Despite some volatility, it is up 2.9% on Tuesday. According to data from Bloomberg, this investment represents Wood’s first TSLA stock purchase since June 2022.  Her flagship ARK Innovation ETF (NYSEARCA:ARKK) purchased 108,380 shares while the tech-focused ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) added 23,833. Tesla remains the top holding for Wood’s flagship fund, with a value of more than $738 million.Wood began September 2022 by selling TSLA stock. Just a few weeks after, though, she made it clear that she remains highly bullish on it. While speaking to CNBC’s Squawk Box she stated:We have used Tesla to trade around but it’s our top holding still, and our confidence couldn’t be higher as we see the movement towards electric vehicles accelerates. We are pretty excited about the next five years.Her holdings may see significant growth before five years have passed, though. InvestorPlace Senior Investment Analyst Luke Lango recently made the case for why he believes some of Wood’s beaten-down tech holdings will “rebound enormously” in 2023. While Lango noted that 2022 has been an extremely difficult year for the type of high-growth tech stocks that Wood favors, he remains steadfast in his prediction that they could double in the coming year. He sees the macroeconomic headwinds that pushed Wood’s stocks down in 2022 shifting in her favor in 2023. As he states:Inflation was the bane of Cathie Wood stocks in 2021. But inflation rates will dramatically cool in 2022. With the Fed fully on board to slow the economy, housing and rental costs finally falling, and oil prices remaining weak, inflation will keep cooling at an accelerated pace. Accelerating inflation killed Cathie Wood stocks in 2021. Decelerating inflation will boost them in 2023.What Comes NextWood clearly sees the same type of economic landscape emerging from the dust of 2022. Her doubling down on TSLA stock suggests she is on a dip buying spree, as do her other recent investments. Wood’s three biggest purchases of the past week are Rocket Lab (NASDAQ:RKLB), UiPath (NYSE:PATH) and Verve Therapeutics (NASDAQ:VERV), all of which have been rising since but remain in the red for the month.Clearly Wood sees growth ahead for all three names and likewise for TSLA stock. While the EV leader has taken a blow following its delivery report, it recently turned plenty of heads at AI Day 2022. If the financial landscape does shift as Lango predicts, 2023 could indeed be a breakout year for TSLA stock and Wood’s other beaten-down holdings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937274821,"gmtCreate":1663462977063,"gmtModify":1676537273073,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9937274821","repostId":"2268672370","repostType":2,"repost":{"id":"2268672370","pubTimestamp":1663460267,"share":"https://www.laohu8.com/m/news/2268672370?lang=&edition=full","pubTime":"2022-09-18 08:17","market":"us","language":"en","title":"Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2268672370","media":"MarketWatch","summary":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate","content":"<html><head></head><body><p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hike</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b4166c0ac7b0bdf7caa1837ef618a67\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Fed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.</span></p><p>The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.</p><p>“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.</p><p>U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.</p><p>The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&amp;P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&amp;P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.</p><p>A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.</p><p>Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.</p><p>Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.</p><p>The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.</p><p>William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”</p><p>Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.</p><p>“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.</p><p>The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.</p><p>The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&amp;P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.</p><p>Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.</p><p>“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”</p><p>Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.</p><p>“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know</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\">\nCan the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268672370","content_text":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962320126,"gmtCreate":1669725883165,"gmtModify":1676538229941,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962320126","repostId":"2287354580","repostType":2,"repost":{"id":"2287354580","pubTimestamp":1669735345,"share":"https://www.laohu8.com/m/news/2287354580?lang=&edition=full","pubTime":"2022-11-29 23:22","market":"us","language":"en","title":"Apple Stock: The Market Is Right - The Current Price Is Fair","url":"https://stock-news.laohu8.com/highlight/detail?id=2287354580","media":"Seeking Alpha","summary":"SummarySome bearish analysts think that Apple stock is expensive right now.Most of the Apple analysi","content":"<html><head></head><body><h3>Summary</h3><ul><li>Some bearish analysts think that Apple stock is expensive right now.</li><li>Most of the Apple analysis is not incorporating a forecast of AR/VR products.</li><li>The effect of share buybacks is also frequently not included in those analyses.</li><li>The article will offer evidence that the stock is not expensive at all using the discounted cash flow methodology incorporating those two factors.</li><li>The calculation will be made through three different stages.</li></ul><h2>Introduction</h2><p>We consider that <a href=\"https://laohu8.com/S/AAPL\">Apple Inc. </a> is a &#34;hold&#34; right now. In this article, I will provide evidence that the stock market price ranging between $130 and $170 per share year-to-date is moving around its intrinsic value; in other words, the current stock price is neither expensive nor cheap.</p><p>I will show a new perspective about the calculation of Apple&#39;s intrinsic value that will help readers to understand why the stock price has not dropped as some bearish analysts might expect. First, I will use the DCF methodology for making projections of the current Apple&#39;s products and services. Second, I will include the virtual and augmented reality products AR/VR in the calculation taking the assumptions made by one of the most reliable analysts about Apple - Ming-Chi Kuo from TF International Securities, and GlobalData Forecasts; the goal is to estimate a present value of the projected free cash flow (FCF) that would be generated by the AR/VR products that would be launched in 2023. Finally, I will add the effect of share buy-backs in the intrinsic value&#39;s calculation.</p><p>I need to remind you that Apple stock should be seen as a long-term investment as Tim Cook clearly emphasized in the last TIME100 summit based on New York in June 2022, Tim Cook said:</p><blockquote>If you are a short term trader, do not invest in Apple stock. Because if you are doing that, you are trading at a different time horizon than we&#39;re investing in. We invest for the long term. Doing good is creating shareholder value in the long term; it may not in the very short term. Our interests are not aligned to the short term trader.</blockquote><h2>Context</h2><p>Apple is facing some problems in one of the main Foxconn&#39;s facilities which is the world&#39;s largest iPhone factory located in Zhengzhou, China, due to the zero-COVID policy implemented in the country. This could affect the expectations of the analysts for the last quarter in 2022. However, the problem is not in the demand but in the supply as mentioned in the Apple&#39;s web site in November 2022:</p><blockquote>COVID restrictions have temporarily impacted the primary iPhone 14 Pro and iPhone 14 Pro max assembly facility located Zhengzhou, China. The facility is currently operating at significantly reduced capacity. As we have done throughout the COVID-19 pandemic, we are prioritizing the health and safety of the workers in our supply chain.</blockquote><blockquote>We continue to see strong demand for iPhone 14 Pro and iPhone 14 Pro Max models. However, we now expect lower iPhone 14 Pro and iPhone 14 Pro Max shipments than we previously anticipated and customers will experience longer wait times to receive their new products.</blockquote><p>Furthermore, there are recent worrisome news about the protests in the Zhengzhou&#39;s facilities with all the new recruited workers. However, Tim Cook has a strong specialization in supply chain management; in fact, that was one of the main reasons why Steve Jobs believed that there was anyone better than Tim Cook as his successor.</p><p>Therefore, we don&#39;t have to be worried about the short-term issues mentioned on the news particularly if we are focused on a long-term horizon. In my opinion, a key factor is that Tim Cook has developed a long-term strategy in the company focused on delivering more value for long-term investors, which is reflected by the Apple stock&#39;s capital appreciation of more than 600% in the last 10 years.</p><p>Given our focus on the long-term, I propose to calculate an intrinsic value considering the strong business model and the outstanding management; these two factors are key to make decent projections of the future FCFs to calculate Apple&#39;s intrinsic value. Let&#39;s see why this stock is at a fair price.</p><h2>First stage: standard intrinsic value</h2><p>In this part, I will show you that this is the typical way of calculation of the intrinsic value in several analysis using the DCF, considering a conservative growth in revenues and FCF of the company for the next years.</p><p>These are my assumptions for this stage:</p><ul><li>Outstanding shares from 2021: 16,877,005,347</li><li>FCF margins based on the last 10 years average: 22%</li><li>Revenue growth of 3% for the next 6 years</li><li>Total debt and cash on hand in the balance sheet as of September 2022</li><li>Enterprise value is the subtraction of the total debt from the present value of the all the future FCF projected adding the cash on hand from the balance sheet.</li><li>Growth in FCF perpetuity (FCFP): 3%</li><li>Discounted rate: 8%</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/9593afa9b5806f52aadb452a74e0f3d2\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by the author</p><p>The estimations are conservative; for example, the growth of FCF has been 13.65% compound annual growth rate (CAGR) in the last 10 years while I am assuming 3% for my projections. The revenue growth expected from the consensus is 3% for 2023, 5.5% for 2024, and 5.1% for 2025; my estimations are 3% of revenue growth for all the years projected.</p><p>The intrinsic value according to this stage of calculation is $97.36 per share which is similar to the number that some bearish analysts are getting in their calculations.</p><h2>Second stage: including VR/AR products</h2><p>According to Ming-Chi Kuo, one of the most reliable analysts about Apple, the AR/VR products might be launched in 2023. The goal is to estimate FCF projections for the AR/VR products using the next assumptions:</p><ul><li>AR/VR products will be launched in 2023</li><li>The number of units sold estimated in 2023 would be 1,500</li><li>Price estimated per unit is $3,000 per unit</li><li>Growth of sales: 40% annual, according to GlobalData Forecasts, it is expected to reach $30 billion in sales in 2030, which means a 40% CAGR roughly since 2023</li><li>FCF margins (FCF/Revenues) generated by the AR/VR products: 22% which are aligned with FCF margins of the entire company.</li><li>Growth of FCFP: 6% annual.</li><li>Discounted rate: 8%</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/83ebc9d88521e926b225e41ae3f96af2\" tg-width=\"640\" tg-height=\"170\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by the author</p><p>The present value (PV) of the future FCFs obtained under these assumptions is $320,399 million. This number will be summed up to the enterprise value previously calculated in the first stage. In this sense, we are keeping all the assumptions made in the first stage; therefore, our new intrinsic value including the AR/VR products forecast is 116.34$ per share:</p><p></p><p><img src=\"https://static.tigerbbs.com/384dec806a0271e64a05266bd51d8205\" tg-width=\"640\" tg-height=\"225\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by the author</p><h2>Third stage: including the share buyback&#39;s effect</h2><p>In this stage, we need to know what was the rate at which Apple makes its share buy-backs, so reviewing its past history in the last 9 years, we have the following:</p><p></p><p><img src=\"https://static.tigerbbs.com/c76916d1ad63a59b6656f3e33d336fff\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by the author, Apple&#39;s Annual report</p><p>We consider the share buy-backs from 2013 to 2019 since there was a 4-to-1 split in 2020. Taking the average rate, Apple repurchases 5.5% of the outstanding shares of the previous year. Now, we will apply 5% for the next years projected to the year 2026:</p><p><img src=\"https://static.tigerbbs.com/e8334af831132ec75127463fcd516b83\" tg-width=\"640\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by the author</p><p>In this stage, we take the enterprise value and divide it by the outstanding number of shares projected for the year 2026. Of course, Apple might keep reducing its number of outstanding shares beyond 2026, driving up even more the intrinsic value but we want to be conservative in our assumptions; thus, according to this model, the number of outstanding shares for 2027 onwards will be the same as 2026.</p><p>The final intrinsic value including the projections of the AR/VR products and the share buy-back&#39;s effect is 150$ per share which is the average price at which Apple stock was trading in the last months.</p><h2>Challenges to the thesis</h2><p>Some of the assumptions that we&#39;ve made might be broken, so that the intrinsic value could be lower than that we are expecting. For instance, if the annual rate of buy-backs falls from 5% to 3% keeping the other factors unchanged, the intrinsic value would drop from $150 to $135 per share. We don&#39;t know if Apple will keep the same rate or not, so I would consider a range between $135$ to $150 per share as the intrinsic value.</p><p>A second factor would be a scenario in which the AR/VR products are not launched in 2023 delaying the propel to an unknown date. In that case, our intrinsic value would only incorporate the buy-backs and the projection of the current products for the next years. In this scenario, the Apple&#39;s intrinsic value would be around 125.82$ per share. Nevertheless, it is hard to imagine that Tim Cook would delay the launch of the AR/VR products since he said in September 2022:</p><blockquote>Not too long from today, people will wonder how they led a life without augmented reality, stressing the &#34;profound&#34; impact it will have on the not so distant future.</blockquote><p>This combined by the expectations of analyst Ming-Chi Kuo, strengthen the possibility of that important event for Apple in 2023 with a high probability.</p><p>A third factor that could weak our thesis is related to the average price of the AR/VR products. The average price per unit for these products assumed in our calculation was $3,000. If the price was lower than expected keeping the other factors unchanged, the intrinsic value will be impacted:</p><p></p><p><img src=\"https://static.tigerbbs.com/419f5a3fd23e39fec66b6cc12899f68f\" tg-width=\"332\" tg-height=\"138\" referrerpolicy=\"no-referrer\"/></p><p>Prepared by the author</p><p>However, I cannot imagine a scenario in which the price per unit reaches $1,500 since we know that the segment targeted for Apple&#39;s products is the wealthier segment of the market; this is another reason why Apple has an strong pricing power since its products are well-demanded and its customers have high buying power.</p><p>Another factor that could affect the valuation is the more restrictive monetary policy by the Fed in the next years. More interest rate hikes to control the inflation rates in the economy could affect the demand for Apple&#39;s products and services, so the revenue growth might be impacted. Nonetheless, the Apple&#39;s business model is very resilient since the main target of the company is the wealthier segment of the market. Most likely, the problem continues being the supply instead of the demand for Apple&#39;s products, and the launch of the new AR/VR products could be another interesting catalyzer to deliver more revenue growth, so I feel comfortable with the 3% of revenue growth for the next years.</p><p>Finally, we are considering that the risk frequently mentioned on the news about the possibility that China could invade Taiwan is no significant. In Taiwan, Taiwan Semiconductors Manufacturing Company (TSM) is a critical Apple&#39;s provider of the 3nm-chips. However, there would be several negative implications for China, like beginning a war with the US, or the possibility that Taiwan or the US destroy all TSM&#39;s assets, making the invasion a failure. Apparently, Warren Buffett is also assigning a low probability for such event since he has recently invested in TSM.</p><p>In a nutshell, taking all these scenarios, we could establish a range for the Apple&#39;s intrinsic value between 135$ and 150$ per share. The stock price has been moving around that range in the last months, so it is likely that the market is considering the launch of the AR/VR products and the share buy-back&#39;s effect. Apparently, the market is not considering the Apple car as part of the valuation of the company either.</p><h2>Strategy with Apple stock</h2><p>Apple stock is a <i>hold</i> for those investors who have invested in the company several years ago. A new investor who is thinking of buying Apple stock could consider that the current price ranging between $130 and $150 per share is the fair price. I would start a position when the price is between $130 and $140 per share, increasing my position gradually if the stock falls below that range.</p><p>Given the uncertainty related to the monetary policy from the FED, the war between Ukraine and Russia, the zero-COVID policy in China, a recession in 2023, and so on, the stock might drop below the range of the intrinsic value previously mentioned giving an opportunity to new investors. Being aware of which is Apple&#39;s fair value will enable us to know if we should start a position or not right now. If we consider the stock to be expensive, we would have the incentives to wait for a significant fall in the stock price that may never come since we are not making a proper calculation of the intrinsic value of the company.</p><h2>Final Thoughts</h2><p>Some analysts state that Apple stock is overvalued using multiples, comparing them with other competitors, and encouraging investors to wait for a significant decline in Apple stock, a fall that may not come. We need to be aware of the limitations of only using multiples like P/E, EV/Sales, EV/EBITDA, EV/EBIT, etc. since these multiples assume almost the same quality among all the comparables without considering factors that are only intrinsic to each company.</p><p>In addition, most of these analyses do not include neither the launch of the AR/VR products in 2023 and most importantly, nor the share buy-back&#39;s effect which is a regular practice of the Apple&#39;s management in the last 10 years to deliver more value to long-term investors.</p><p>A critical factor behind all the assumptions we&#39;ve made in this article is the management&#39;s capabilities to deliver the highest value to the shareholders; Tim Cook has done an amazing job in all these years, strengthening Apple&#39;s market position, the innovative culture inside the company, the brand&#39;s reputation, the efficiency in the supply chain management and the capital allocation.</p><p>Apple is a <i>compounder</i> since it is able to reinvest its cash flows at high returns; this combined with its strong buybacks year by year ends up boosting the intrinsic value. So most likely the current intrinsic value ranging between $130 and $150 per share would be higher in the next years as the company keeps delivering more value to its clients and investors.</p><p>Thanks to a solid and consistent long-term strategy, we feel confident making projections for Apple&#39;s future performance, getting an approximation of Apple&#39;s intrinsic value ranging between $135 and $150 per share. Therefore, there could be an interesting opportunity to buy Apple stock when the price drops below that range.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: The Market Is Right - The Current Price Is Fair</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 Stock: The Market Is Right - The Current Price Is Fair\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560944-apple-stock-market-right-current-price-is-fair><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySome bearish analysts think that Apple stock is expensive right now.Most of the Apple analysis is not incorporating a forecast of AR/VR products.The effect of share buybacks is also frequently ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560944-apple-stock-market-right-current-price-is-fair\">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/4560944-apple-stock-market-right-current-price-is-fair","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2287354580","content_text":"SummarySome bearish analysts think that Apple stock is expensive right now.Most of the Apple analysis is not incorporating a forecast of AR/VR products.The effect of share buybacks is also frequently not included in those analyses.The article will offer evidence that the stock is not expensive at all using the discounted cash flow methodology incorporating those two factors.The calculation will be made through three different stages.IntroductionWe consider that Apple Inc.  is a \"hold\" right now. In this article, I will provide evidence that the stock market price ranging between $130 and $170 per share year-to-date is moving around its intrinsic value; in other words, the current stock price is neither expensive nor cheap.I will show a new perspective about the calculation of Apple's intrinsic value that will help readers to understand why the stock price has not dropped as some bearish analysts might expect. First, I will use the DCF methodology for making projections of the current Apple's products and services. Second, I will include the virtual and augmented reality products AR/VR in the calculation taking the assumptions made by one of the most reliable analysts about Apple - Ming-Chi Kuo from TF International Securities, and GlobalData Forecasts; the goal is to estimate a present value of the projected free cash flow (FCF) that would be generated by the AR/VR products that would be launched in 2023. Finally, I will add the effect of share buy-backs in the intrinsic value's calculation.I need to remind you that Apple stock should be seen as a long-term investment as Tim Cook clearly emphasized in the last TIME100 summit based on New York in June 2022, Tim Cook said:If you are a short term trader, do not invest in Apple stock. Because if you are doing that, you are trading at a different time horizon than we're investing in. We invest for the long term. Doing good is creating shareholder value in the long term; it may not in the very short term. Our interests are not aligned to the short term trader.ContextApple is facing some problems in one of the main Foxconn's facilities which is the world's largest iPhone factory located in Zhengzhou, China, due to the zero-COVID policy implemented in the country. This could affect the expectations of the analysts for the last quarter in 2022. However, the problem is not in the demand but in the supply as mentioned in the Apple's web site in November 2022:COVID restrictions have temporarily impacted the primary iPhone 14 Pro and iPhone 14 Pro max assembly facility located Zhengzhou, China. The facility is currently operating at significantly reduced capacity. As we have done throughout the COVID-19 pandemic, we are prioritizing the health and safety of the workers in our supply chain.We continue to see strong demand for iPhone 14 Pro and iPhone 14 Pro Max models. However, we now expect lower iPhone 14 Pro and iPhone 14 Pro Max shipments than we previously anticipated and customers will experience longer wait times to receive their new products.Furthermore, there are recent worrisome news about the protests in the Zhengzhou's facilities with all the new recruited workers. However, Tim Cook has a strong specialization in supply chain management; in fact, that was one of the main reasons why Steve Jobs believed that there was anyone better than Tim Cook as his successor.Therefore, we don't have to be worried about the short-term issues mentioned on the news particularly if we are focused on a long-term horizon. In my opinion, a key factor is that Tim Cook has developed a long-term strategy in the company focused on delivering more value for long-term investors, which is reflected by the Apple stock's capital appreciation of more than 600% in the last 10 years.Given our focus on the long-term, I propose to calculate an intrinsic value considering the strong business model and the outstanding management; these two factors are key to make decent projections of the future FCFs to calculate Apple's intrinsic value. Let's see why this stock is at a fair price.First stage: standard intrinsic valueIn this part, I will show you that this is the typical way of calculation of the intrinsic value in several analysis using the DCF, considering a conservative growth in revenues and FCF of the company for the next years.These are my assumptions for this stage:Outstanding shares from 2021: 16,877,005,347FCF margins based on the last 10 years average: 22%Revenue growth of 3% for the next 6 yearsTotal debt and cash on hand in the balance sheet as of September 2022Enterprise value is the subtraction of the total debt from the present value of the all the future FCF projected adding the cash on hand from the balance sheet.Growth in FCF perpetuity (FCFP): 3%Discounted rate: 8%Prepared by the authorThe estimations are conservative; for example, the growth of FCF has been 13.65% compound annual growth rate (CAGR) in the last 10 years while I am assuming 3% for my projections. The revenue growth expected from the consensus is 3% for 2023, 5.5% for 2024, and 5.1% for 2025; my estimations are 3% of revenue growth for all the years projected.The intrinsic value according to this stage of calculation is $97.36 per share which is similar to the number that some bearish analysts are getting in their calculations.Second stage: including VR/AR productsAccording to Ming-Chi Kuo, one of the most reliable analysts about Apple, the AR/VR products might be launched in 2023. The goal is to estimate FCF projections for the AR/VR products using the next assumptions:AR/VR products will be launched in 2023The number of units sold estimated in 2023 would be 1,500Price estimated per unit is $3,000 per unitGrowth of sales: 40% annual, according to GlobalData Forecasts, it is expected to reach $30 billion in sales in 2030, which means a 40% CAGR roughly since 2023FCF margins (FCF/Revenues) generated by the AR/VR products: 22% which are aligned with FCF margins of the entire company.Growth of FCFP: 6% annual.Discounted rate: 8%Prepared by the authorThe present value (PV) of the future FCFs obtained under these assumptions is $320,399 million. This number will be summed up to the enterprise value previously calculated in the first stage. In this sense, we are keeping all the assumptions made in the first stage; therefore, our new intrinsic value including the AR/VR products forecast is 116.34$ per share:Prepared by the authorThird stage: including the share buyback's effectIn this stage, we need to know what was the rate at which Apple makes its share buy-backs, so reviewing its past history in the last 9 years, we have the following:Prepared by the author, Apple's Annual reportWe consider the share buy-backs from 2013 to 2019 since there was a 4-to-1 split in 2020. Taking the average rate, Apple repurchases 5.5% of the outstanding shares of the previous year. Now, we will apply 5% for the next years projected to the year 2026:Prepared by the authorIn this stage, we take the enterprise value and divide it by the outstanding number of shares projected for the year 2026. Of course, Apple might keep reducing its number of outstanding shares beyond 2026, driving up even more the intrinsic value but we want to be conservative in our assumptions; thus, according to this model, the number of outstanding shares for 2027 onwards will be the same as 2026.The final intrinsic value including the projections of the AR/VR products and the share buy-back's effect is 150$ per share which is the average price at which Apple stock was trading in the last months.Challenges to the thesisSome of the assumptions that we've made might be broken, so that the intrinsic value could be lower than that we are expecting. For instance, if the annual rate of buy-backs falls from 5% to 3% keeping the other factors unchanged, the intrinsic value would drop from $150 to $135 per share. We don't know if Apple will keep the same rate or not, so I would consider a range between $135$ to $150 per share as the intrinsic value.A second factor would be a scenario in which the AR/VR products are not launched in 2023 delaying the propel to an unknown date. In that case, our intrinsic value would only incorporate the buy-backs and the projection of the current products for the next years. In this scenario, the Apple's intrinsic value would be around 125.82$ per share. Nevertheless, it is hard to imagine that Tim Cook would delay the launch of the AR/VR products since he said in September 2022:Not too long from today, people will wonder how they led a life without augmented reality, stressing the \"profound\" impact it will have on the not so distant future.This combined by the expectations of analyst Ming-Chi Kuo, strengthen the possibility of that important event for Apple in 2023 with a high probability.A third factor that could weak our thesis is related to the average price of the AR/VR products. The average price per unit for these products assumed in our calculation was $3,000. If the price was lower than expected keeping the other factors unchanged, the intrinsic value will be impacted:Prepared by the authorHowever, I cannot imagine a scenario in which the price per unit reaches $1,500 since we know that the segment targeted for Apple's products is the wealthier segment of the market; this is another reason why Apple has an strong pricing power since its products are well-demanded and its customers have high buying power.Another factor that could affect the valuation is the more restrictive monetary policy by the Fed in the next years. More interest rate hikes to control the inflation rates in the economy could affect the demand for Apple's products and services, so the revenue growth might be impacted. Nonetheless, the Apple's business model is very resilient since the main target of the company is the wealthier segment of the market. Most likely, the problem continues being the supply instead of the demand for Apple's products, and the launch of the new AR/VR products could be another interesting catalyzer to deliver more revenue growth, so I feel comfortable with the 3% of revenue growth for the next years.Finally, we are considering that the risk frequently mentioned on the news about the possibility that China could invade Taiwan is no significant. In Taiwan, Taiwan Semiconductors Manufacturing Company (TSM) is a critical Apple's provider of the 3nm-chips. However, there would be several negative implications for China, like beginning a war with the US, or the possibility that Taiwan or the US destroy all TSM's assets, making the invasion a failure. Apparently, Warren Buffett is also assigning a low probability for such event since he has recently invested in TSM.In a nutshell, taking all these scenarios, we could establish a range for the Apple's intrinsic value between 135$ and 150$ per share. The stock price has been moving around that range in the last months, so it is likely that the market is considering the launch of the AR/VR products and the share buy-back's effect. Apparently, the market is not considering the Apple car as part of the valuation of the company either.Strategy with Apple stockApple stock is a hold for those investors who have invested in the company several years ago. A new investor who is thinking of buying Apple stock could consider that the current price ranging between $130 and $150 per share is the fair price. I would start a position when the price is between $130 and $140 per share, increasing my position gradually if the stock falls below that range.Given the uncertainty related to the monetary policy from the FED, the war between Ukraine and Russia, the zero-COVID policy in China, a recession in 2023, and so on, the stock might drop below the range of the intrinsic value previously mentioned giving an opportunity to new investors. Being aware of which is Apple's fair value will enable us to know if we should start a position or not right now. If we consider the stock to be expensive, we would have the incentives to wait for a significant fall in the stock price that may never come since we are not making a proper calculation of the intrinsic value of the company.Final ThoughtsSome analysts state that Apple stock is overvalued using multiples, comparing them with other competitors, and encouraging investors to wait for a significant decline in Apple stock, a fall that may not come. We need to be aware of the limitations of only using multiples like P/E, EV/Sales, EV/EBITDA, EV/EBIT, etc. since these multiples assume almost the same quality among all the comparables without considering factors that are only intrinsic to each company.In addition, most of these analyses do not include neither the launch of the AR/VR products in 2023 and most importantly, nor the share buy-back's effect which is a regular practice of the Apple's management in the last 10 years to deliver more value to long-term investors.A critical factor behind all the assumptions we've made in this article is the management's capabilities to deliver the highest value to the shareholders; Tim Cook has done an amazing job in all these years, strengthening Apple's market position, the innovative culture inside the company, the brand's reputation, the efficiency in the supply chain management and the capital allocation.Apple is a compounder since it is able to reinvest its cash flows at high returns; this combined with its strong buybacks year by year ends up boosting the intrinsic value. So most likely the current intrinsic value ranging between $130 and $150 per share would be higher in the next years as the company keeps delivering more value to its clients and investors.Thanks to a solid and consistent long-term strategy, we feel confident making projections for Apple's future performance, getting an approximation of Apple's intrinsic value ranging between $135 and $150 per share. Therefore, there could be an interesting opportunity to buy Apple stock when the price drops below that range.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961575308,"gmtCreate":1669004930404,"gmtModify":1676538138330,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"FIngersoll crossed&nbsp;","listText":"FIngersoll crossed&nbsp;","text":"FIngersoll crossed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9961575308","repostId":"1117170787","repostType":2,"repost":{"id":"1117170787","pubTimestamp":1669002303,"share":"https://www.laohu8.com/m/news/1117170787?lang=&edition=full","pubTime":"2022-11-21 11:45","market":"us","language":"en","title":"The Fed Minutes May Deliver A Massive Blow To The Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1117170787","media":"Seeking Alpha","summary":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The November Fed Minutes will be released Wednesday afternoon.</li><li>The bond and currency markets are already preparing for very hawkish minutes.</li><li>Fed board members appear to think rates may head towards 5%.</li></ul><p>It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market&#39;s celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.</p><p>Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn&#39;t going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.</p><p>St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.</p><p>The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.</p><p>If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.</p><p><b>VIX Positioning</b></p><p>Additionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed&#39;s Summary of Economic Projections and the committee&#39;s dot plot for terminal rate for the end of 2023.</p><p>In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market&#39;s perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&amp;P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.</p><p><img src=\"https://static.tigerbbs.com/2eb742a0f644a317b0c584c79d197735\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Rates And The Dollar</b></p><p>The bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.</p><p><img src=\"https://static.tigerbbs.com/085a10f01649229138206ef78793ac66\" tg-width=\"640\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.</p><p>Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.</p><p><img src=\"https://static.tigerbbs.com/d88b54ba9843396edf02be5023d2da16\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Fall Back Plan</b></p><p>Just in case the market doesn&#39;t respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.</p><p>This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell&#39;s chance to make sure the market does not veer off course over those two weeks.</p><p>The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.</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 Fed Minutes May Deliver A Massive Blow To The Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Minutes May Deliver A Massive Blow To The Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117170787","content_text":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head towards 5%.It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market's celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn't going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.VIX PositioningAdditionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed's Summary of Economic Projections and the committee's dot plot for terminal rate for the end of 2023.In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market's perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.TradingViewRates And The DollarThe bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.BloombergThe view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.TradingViewFall Back PlanJust in case the market doesn't respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell's chance to make sure the market does not veer off course over those two weeks.The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937830607,"gmtCreate":1663389179209,"gmtModify":1676537264444,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937830607","repostId":"2268610718","repostType":4,"repost":{"id":"2268610718","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":1663369158,"share":"https://www.laohu8.com/m/news/2268610718?lang=&edition=full","pubTime":"2022-09-17 06:59","market":"us","language":"en","title":"US STOCKS-Wall St Drops to Two-Month Lows As Recession Fears Mount","url":"https://stock-news.laohu8.com/highlight/detail?id=2268610718","media":"Reuters","summary":"* FedEx profit warning hits peers* All three major U.S. indexes post sharp weekly declines* Investors eye next week's Fed meeting* Indexes down: Dow 0.45%, S&P 0.72%, Nasdaq 0.90%NEW YORK, Sept 16 (Re","content":"<html><head></head><body><p>* FedEx profit warning hits peers</p><p>* All three major U.S. indexes post sharp weekly declines</p><p>* Investors eye next week&#39;s Fed meeting</p><p>* Indexes down: Dow 0.45%, S&amp;P 0.72%, Nasdaq 0.90%</p><p>NEW YORK, Sept 16 (Reuters) - U.S. stocks ended in the red on Friday, falling to two-month lows as a warning of impending global slowdown from FedEx hastened investors&#39; flight to safety at the conclusion of a tumultuous week.</p><p>All three major U.S. stock indexes slid to levels not touched since mid-July, with the S&amp;P 500 closing below 3,900, a closely watched support level.</p><p>Staggering past the finish line of a week rattled by inflation concerns, looming interest rate hikes and ominous economic warning signs, the S&amp;P 500 and the Nasdaq suffered their worst weekly percentage plunges since June.</p><p>&#34;It’s been a tough week. It feels Halloween came early&#34; said David Carter, managing director at JPMorgan in New York. &#34;We are facing in this toxic brew of high inflation, high interest rates and low growth, which isn’t good for stock or bond markets.&#34;</p><p>Risk-off sentiment went from simmer to boil in the wake of FedEx Corp&#39;s withdrawal of its earnings forecast late Thursday, citing signs of dampening global demand.</p><p>FedEx&#39;s move followed remarks from the World Bank and the IMF, both of which warned of an impending worldwide economic slowdown.</p><p>A deluge of mixed economic data, dominated by a hotter-than-expected inflation report (CPI), cemented an interest rate hike of at least 75 basis points at the conclusion of the Fed&#39;s monetary policy meeting next week.</p><p>&#34;While the market is expecting a big bump in the Fed’s rates next week, there is tremendous uncertainty and concern about future rate increases,&#34; Carter added. &#34;The Fed is doing what it needs to do. And after some pain, markets and the economy will heal themselves.&#34;</p><p>Financial markets have priced in a 18% likelihood of a super-sized, 100 basis point increase to the Fed funds target rate on Wednesday, according to CME&#39;s FedWatch tool.   </p><p>The Dow Jones Industrial Average fell 139.4 points, or 0.45%, to 30,822.42, the S&amp;P 500 lost 28.02 points, or 0.72%, to 3,873.33 and the Nasdaq Composite dropped 103.95 points, or 0.9%, to 11,448.40.</p><p>Nine of the 11 major sectors of the S&amp;P 500 ended in negative territory, with energy and industrials suffering the sharpest percentage drops.</p><p>Dow Transports, viewed as a barometer of economic health, plummeted 5.1%.</p><p>That drop was led by FedEx shares tanking by 21.4%, the biggest drop in the S&amp;P 500.</p><p>Peers United Parcel Service and <a href=\"https://laohu8.com/S/XPO\">XPO Logistics</a> slid 4.5% and 4.7%, respectively, while Amazon.com Inc slipped 2.1%.</p><p>The session also marked the monthly options expiry, which occurs on the third Friday of every month. Options-hedging activity has amplified market moves this year, contributing to heightened volatility.</p><p>The CBOE Market Volatility index, often called &#34;the fear index,&#34; touched a two-month high, breezing past a level associated with heightened investor anxiety.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and 56 new lows; the Nasdaq Composite recorded 21 new highs and 387 new lows.</p><p>Volume on U.S. exchanges was 16.92 billion shares, compared with the 10.72 billion average for the full session 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 St Drops to Two-Month Lows As Recession Fears Mount</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 St Drops to Two-Month Lows As Recession Fears Mount\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\">2022-09-17 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* FedEx profit warning hits peers</p><p>* All three major U.S. indexes post sharp weekly declines</p><p>* Investors eye next week&#39;s Fed meeting</p><p>* Indexes down: Dow 0.45%, S&amp;P 0.72%, Nasdaq 0.90%</p><p>NEW YORK, Sept 16 (Reuters) - U.S. stocks ended in the red on Friday, falling to two-month lows as a warning of impending global slowdown from FedEx hastened investors&#39; flight to safety at the conclusion of a tumultuous week.</p><p>All three major U.S. stock indexes slid to levels not touched since mid-July, with the S&amp;P 500 closing below 3,900, a closely watched support level.</p><p>Staggering past the finish line of a week rattled by inflation concerns, looming interest rate hikes and ominous economic warning signs, the S&amp;P 500 and the Nasdaq suffered their worst weekly percentage plunges since June.</p><p>&#34;It’s been a tough week. It feels Halloween came early&#34; said David Carter, managing director at JPMorgan in New York. &#34;We are facing in this toxic brew of high inflation, high interest rates and low growth, which isn’t good for stock or bond markets.&#34;</p><p>Risk-off sentiment went from simmer to boil in the wake of FedEx Corp&#39;s withdrawal of its earnings forecast late Thursday, citing signs of dampening global demand.</p><p>FedEx&#39;s move followed remarks from the World Bank and the IMF, both of which warned of an impending worldwide economic slowdown.</p><p>A deluge of mixed economic data, dominated by a hotter-than-expected inflation report (CPI), cemented an interest rate hike of at least 75 basis points at the conclusion of the Fed&#39;s monetary policy meeting next week.</p><p>&#34;While the market is expecting a big bump in the Fed’s rates next week, there is tremendous uncertainty and concern about future rate increases,&#34; Carter added. &#34;The Fed is doing what it needs to do. And after some pain, markets and the economy will heal themselves.&#34;</p><p>Financial markets have priced in a 18% likelihood of a super-sized, 100 basis point increase to the Fed funds target rate on Wednesday, according to CME&#39;s FedWatch tool.   </p><p>The Dow Jones Industrial Average fell 139.4 points, or 0.45%, to 30,822.42, the S&amp;P 500 lost 28.02 points, or 0.72%, to 3,873.33 and the Nasdaq Composite dropped 103.95 points, or 0.9%, to 11,448.40.</p><p>Nine of the 11 major sectors of the S&amp;P 500 ended in negative territory, with energy and industrials suffering the sharpest percentage drops.</p><p>Dow Transports, viewed as a barometer of economic health, plummeted 5.1%.</p><p>That drop was led by FedEx shares tanking by 21.4%, the biggest drop in the S&amp;P 500.</p><p>Peers United Parcel Service and <a href=\"https://laohu8.com/S/XPO\">XPO Logistics</a> slid 4.5% and 4.7%, respectively, while Amazon.com Inc slipped 2.1%.</p><p>The session also marked the monthly options expiry, which occurs on the third Friday of every month. Options-hedging activity has amplified market moves this year, contributing to heightened volatility.</p><p>The CBOE Market Volatility index, often called &#34;the fear index,&#34; touched a two-month high, breezing past a level associated with heightened investor anxiety.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and 56 new lows; the Nasdaq Composite recorded 21 new highs and 387 new lows.</p><p>Volume on U.S. exchanges was 16.92 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.</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","BK4548":"巴美列捷福持仓",".DJI":"道琼斯","BK4554":"元宇宙及AR概念",".IXIC":"NASDAQ Composite","CPI":"IQ Real Return ETF","BK4532":"文艺复兴科技持仓","SSO":"两倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares",".SPX":"S&P 500 Index","OEX":"标普100","BK4507":"流媒体概念","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AMZN":"亚马逊","BK4524":"宅经济概念","SPXU":"三倍做空标普500ETF","FDX":"联邦快递","BK4535":"淡马锡持仓","DJX":"1/100道琼斯","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","UDOW":"道指三倍做多ETF-ProShares","DDM":"道指两倍做多ETF","BK4550":"红杉资本持仓","UPRO":"三倍做多标普500ETF","BK4131":"航空货运与物流","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4503":"景林资产持仓","DOG":"道指反向ETF","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4022":"陆运","BK4561":"索罗斯持仓","DXD":"道指两倍做空ETF","UPS":"联合包裹","BK4581":"高盛持仓","IVV":"标普500指数ETF","XPO":"XPO Logistics","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268610718","content_text":"* FedEx profit warning hits peers* All three major U.S. indexes post sharp weekly declines* Investors eye next week's Fed meeting* Indexes down: Dow 0.45%, S&P 0.72%, Nasdaq 0.90%NEW YORK, Sept 16 (Reuters) - U.S. stocks ended in the red on Friday, falling to two-month lows as a warning of impending global slowdown from FedEx hastened investors' flight to safety at the conclusion of a tumultuous week.All three major U.S. stock indexes slid to levels not touched since mid-July, with the S&P 500 closing below 3,900, a closely watched support level.Staggering past the finish line of a week rattled by inflation concerns, looming interest rate hikes and ominous economic warning signs, the S&P 500 and the Nasdaq suffered their worst weekly percentage plunges since June.\"It’s been a tough week. It feels Halloween came early\" said David Carter, managing director at JPMorgan in New York. \"We are facing in this toxic brew of high inflation, high interest rates and low growth, which isn’t good for stock or bond markets.\"Risk-off sentiment went from simmer to boil in the wake of FedEx Corp's withdrawal of its earnings forecast late Thursday, citing signs of dampening global demand.FedEx's move followed remarks from the World Bank and the IMF, both of which warned of an impending worldwide economic slowdown.A deluge of mixed economic data, dominated by a hotter-than-expected inflation report (CPI), cemented an interest rate hike of at least 75 basis points at the conclusion of the Fed's monetary policy meeting next week.\"While the market is expecting a big bump in the Fed’s rates next week, there is tremendous uncertainty and concern about future rate increases,\" Carter added. \"The Fed is doing what it needs to do. And after some pain, markets and the economy will heal themselves.\"Financial markets have priced in a 18% likelihood of a super-sized, 100 basis point increase to the Fed funds target rate on Wednesday, according to CME's FedWatch tool.   The Dow Jones Industrial Average fell 139.4 points, or 0.45%, to 30,822.42, the S&P 500 lost 28.02 points, or 0.72%, to 3,873.33 and the Nasdaq Composite dropped 103.95 points, or 0.9%, to 11,448.40.Nine of the 11 major sectors of the S&P 500 ended in negative territory, with energy and industrials suffering the sharpest percentage drops.Dow Transports, viewed as a barometer of economic health, plummeted 5.1%.That drop was led by FedEx shares tanking by 21.4%, the biggest drop in the S&P 500.Peers United Parcel Service and XPO Logistics slid 4.5% and 4.7%, respectively, while Amazon.com Inc slipped 2.1%.The session also marked the monthly options expiry, which occurs on the third Friday of every month. Options-hedging activity has amplified market moves this year, contributing to heightened volatility.The CBOE Market Volatility index, often called \"the fear index,\" touched a two-month high, breezing past a level associated with heightened investor anxiety.Declining issues outnumbered advancing ones on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.The S&P 500 posted no new 52-week highs and 56 new lows; the Nasdaq Composite recorded 21 new highs and 387 new lows.Volume on U.S. exchanges was 16.92 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937137246,"gmtCreate":1663378077185,"gmtModify":1676537261723,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937137246","repostId":"2267061868","repostType":4,"repost":{"id":"2267061868","pubTimestamp":1663374316,"share":"https://www.laohu8.com/m/news/2267061868?lang=&edition=full","pubTime":"2022-09-17 08:25","market":"us","language":"en","title":"Apple Stock: Watch Out for These Catalysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2267061868","media":"TipRanks","summary":"Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially b","content":"<div>\n<p>Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially be the most successful iteration of the iPhone. Moreover, with its relatively strong results in the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts\">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 Stock: Watch Out for These Catalysts</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 Stock: Watch Out for These Catalysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially be the most successful iteration of the iPhone. Moreover, with its relatively strong results in the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-nasdaqaapl-watch-out-for-these-catalysts\">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-stock-nasdaqaapl-watch-out-for-these-catalysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267061868","content_text":"Story HighlightsApple’s blockbuster Far Out show has the world buzzing over what could potentially be the most successful iteration of the iPhone. Moreover, with its relatively strong results in the third quarter, it has the potential to continue expanding its top and bottom-line results.September has been a forgettable month for the stock market, but it turned out to be the opposite for Apple stock (NASDAQ:AAPL). The tech giant wrapped up its hotly anticipated Far Out event recently, where it unveiled the latest versions of the iPhone, AirPods, and Apple Watch, much to the delight of its loyal customer base. Moreover, despite the headwinds, its steady revenue expansion and EBITDA growth over the past year make it a solid bet over the long term. Hence, we are bullish on AAPL stock.Similar to previous versions of the iPhone, the newest iteration was able to capture the imaginations of its customer base yet again. Moreover, the biggest surprise was no hike in the price of the iPhone 14 in the U.S. The ability to retain its pricing suggests it’s struck an incredible balance between growth and profitability. The strategy is likely to boost sales immensely once it hits the markets.Furthermore, keeping its prices in check is doubly important now, considering the drop in discretionary spending. High prices will likely make customers fret over spending over $1,000 on an iPhone, but keeping its prices steady is an incredible achievement.Apple’s latest products will likely be a major catalyst for its business. Layer that up with its sticky Apple services, and you have a juggernaut that should steamroll its competition. Most analysts believe these new products will likely elevate its stock price soon. With the current pull-back in prices, it’s probably the right move to invest in AAPL stock.AAPL Stock Could Move Higher in the Near-TermDespite the economic challenges, AAPL stock was able to kick start a few short-lived rallies. Before the Far Out event, Apple stock was deep in the red, but the event’s success kickstarted a rally. Also, the upcoming quarter will be an important litmus test for the business, which could also boost AAPL stock to new heights.With rising inflation across the globe, most tech companies reported low sales numbers, and their stock prices took a massive beating. However, Apple’s third-quarter results were much better than expected, considering the circumstances. With the company’s amazing track record, it’s tough to count out its growth trajectory.Apple Had a Remarkable Third Quarter ShowingApple’s revenues came in at $83 billion for Q3, almost a 2% improvement from the prior-year period. Despite the economic downturn, Apple reported its net profit of $19.4 billion and earnings per share of $1.20, which came in $0.04 higher than analyst estimates. Moreover, it generated record sales in its Services segment. The resilient results during the quarter demonstrate the impact of Apple on its massive customer base.Moreover, the company could generate close to $40.7 billion while dealing with the threat of recession. It seems Apple has done well to manage the impact of inflation and grow its results at a steady pace. It has set itself up for bumper quarters ahead with the release of new products.Apple Expands Production Outside of ChinaApple has announced that it will expand its production outside China to diversify its supply chain and reduce its reliance on a single country. Consequently, Apple invested $1 billion in India, along with expanding into existing facilities in Vietnam and Brazil. The company is also working on setting up a new production line in the U.S.This represents a major shift for Apple, which has so far relied on China for most of its manufacturing. With the reduction in production-related bottlenecks, Apple can effectively manage its operational costs and boost its bottom-line results in the years to come. With the global supply chain challenges, its imperative for companies to have a diversified production base.Is Apple Stock a Buy or a Sell?Turning to Wall Street, AAPL stock maintains a Strong Buy consensus rating. Out of 28 total analyst ratings, 23 Buys, four Holds, and one Sell were assigned over the past three months. The average AAPL price target is $183.56, implying a 20.5% upside potential. Analyst price targets range from a low of $136 per share to a high of $220 per share.Takeaway: AAPL Stock is the Leader of Big TechApple is the crème de la crème as far as tech companies are concerned. It has a history of producing premium products, which continue to capture the imaginations of its customer base. The iPhone Series has been a cash cow for the company and is unlikely to change anytime soon. It has generated billions of dollars for the company, and every new version of the iPhone proves its naysayers wrong.Moreover, the company’s penchant for innovation and diversification remains its strong suit and is arguably the growth catalyst it needs to be successful in the long haul. Additionally, the company remains consistent in rewarding its shareholders.Considering its strong customer base, high demand, high returns, and massive free cash flow, it would not be surprising if AAPL stock performs exceedingly well over the long term. It has, time and again, proven its critics wrong by posting incredible results across all its core and non-core segments.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996763996,"gmtCreate":1661216633318,"gmtModify":1676536476161,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Run","listText":"Run","text":"Run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996763996","repostId":"2261542259","repostType":4,"repost":{"id":"2261542259","pubTimestamp":1661227323,"share":"https://www.laohu8.com/m/news/2261542259?lang=&edition=full","pubTime":"2022-08-23 12:02","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2261542259","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Things turned out pretty well for my &#34;three stocks to avoid&#34; column last week. The three stocks I thought were going to lose to the market for the week -- <b>Tesla Motors</b>, <b>Bath &amp; Body Works</b>, and <b>AMTD Digital</b> -- fell 1%, 3%, and 11%, respectively, averaging out to a 5% decline.</p><p>The <b>S&amp;P 500</b> experienced a 1.2% move lower. I was right. I have now been correct in 29 of the past 44 weeks, or nearly two-thirds of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Baozun</b>, <b>La-Z-Boy</b>, and <b>Bed Bath &amp; Beyond</b> as stocks you may want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Baozun</b></h2><p>Providing e-commerce solutions in China for global brands isn&#39;t as juicy a business model for Baozun as it seemed a few years ago. China&#39;s been making enemies overseas, and the economy itself in the world&#39;s most populous nation is slowing. It reports fresh financials on Tuesday morning, and it&#39;s OK to be concerned.</p><p>Analysts see Baozun&#39;s revenue clocking in 19% lower for this week&#39;s second quarter than it did a year earlier. It sees a 71% plunge in earnings per share. Momentum hasn&#39;t been kind, as Baozun has fallen short of analyst expectations in two of the last three quarters. The stock did shoot higher last time out, but that was with just a 2% decline in revenue. The market was hopeful that Baozun&#39;s business shifting from first-party sales to higher-margin services and third-party sales would help improve its margins, but we&#39;re clearly seeing the bottom line going the wrong way.</p><h2><b>2. La-Z-Boy</b></h2><p>It&#39;s not just La-Z-Boy&#39;s signature chair that&#39;s reclining these days. The furniture maker is another company likely to see its business decline later this year. La-Z-Boy is expected to post its fifth consecutive quarter of double-digit percentage growth on the top line later this week, but analysts see the trend reversing as the fiscal year plays out.</p><p>We&#39;ve already seen manufacturers and retailers of home furnishings stumble this earnings season. Folks that loaded up on making their homes more comfortable in 2020 and 2021 have moved on in this inflationary environment. They were spending money on experiences outside of the home, and now they&#39;re just earmarking more money to pay for food. La-Z-Boy can&#39;t party like it&#39;s 2021 anymore.</p><h2><b>3. Bed Bath &amp; Beyond</b></h2><p>Shares of the home goods retailer plummeted 40% on Friday after a prolific meme stock investor cashed out of his position. With a major backer gone, Bed Bath &amp; Beyond is going to have to rest on its fundamentals -- and that&#39;s not very encouraging.</p><p>Bed Bath &amp; Beyond has rattled off four consecutive quarters of year-over-year revenue declines of at least 20%. This will be its fifth straight year of losses. This is not a sustainable business without the hype that Ryan Cohen brought to the table setting, and even after a 40% haircut, the shares are highly problematic at this point.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Baozun, La-Z-Boy, and Bed Bath &amp; Beyond this week.</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 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/22/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things turned out pretty well for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Tesla Motors, Bath & Body Works, and AMTD ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/22/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LZB":"La-Z-Boy家具","BBBY":"3B家居","BZUN":"宝尊电商"},"source_url":"https://www.fool.com/investing/2022/08/22/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261542259","content_text":"Things turned out pretty well for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Tesla Motors, Bath & Body Works, and AMTD Digital -- fell 1%, 3%, and 11%, respectively, averaging out to a 5% decline.The S&P 500 experienced a 1.2% move lower. I was right. I have now been correct in 29 of the past 44 weeks, or nearly two-thirds of the time.Now let's look at the week ahead. I see Baozun, La-Z-Boy, and Bed Bath & Beyond as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. BaozunProviding e-commerce solutions in China for global brands isn't as juicy a business model for Baozun as it seemed a few years ago. China's been making enemies overseas, and the economy itself in the world's most populous nation is slowing. It reports fresh financials on Tuesday morning, and it's OK to be concerned.Analysts see Baozun's revenue clocking in 19% lower for this week's second quarter than it did a year earlier. It sees a 71% plunge in earnings per share. Momentum hasn't been kind, as Baozun has fallen short of analyst expectations in two of the last three quarters. The stock did shoot higher last time out, but that was with just a 2% decline in revenue. The market was hopeful that Baozun's business shifting from first-party sales to higher-margin services and third-party sales would help improve its margins, but we're clearly seeing the bottom line going the wrong way.2. La-Z-BoyIt's not just La-Z-Boy's signature chair that's reclining these days. The furniture maker is another company likely to see its business decline later this year. La-Z-Boy is expected to post its fifth consecutive quarter of double-digit percentage growth on the top line later this week, but analysts see the trend reversing as the fiscal year plays out.We've already seen manufacturers and retailers of home furnishings stumble this earnings season. Folks that loaded up on making their homes more comfortable in 2020 and 2021 have moved on in this inflationary environment. They were spending money on experiences outside of the home, and now they're just earmarking more money to pay for food. La-Z-Boy can't party like it's 2021 anymore.3. Bed Bath & BeyondShares of the home goods retailer plummeted 40% on Friday after a prolific meme stock investor cashed out of his position. With a major backer gone, Bed Bath & Beyond is going to have to rest on its fundamentals -- and that's not very encouraging.Bed Bath & Beyond has rattled off four consecutive quarters of year-over-year revenue declines of at least 20%. This will be its fifth straight year of losses. This is not a sustainable business without the hype that Ryan Cohen brought to the table setting, and even after a 40% haircut, the shares are highly problematic at this point.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Baozun, La-Z-Boy, and Bed Bath & Beyond this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900174556,"gmtCreate":1658676426075,"gmtModify":1676536190225,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Pray hard!","listText":"Pray hard!","text":"Pray hard!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9900174556","repostId":"2253015276","repostType":2,"repost":{"id":"2253015276","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":1658624261,"share":"https://www.laohu8.com/m/news/2253015276?lang=&edition=full","pubTime":"2022-07-24 08:57","market":"us","language":"en","title":"Here Are 5 Things We've Learned so Far From Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2253015276","media":"Dow Jones","summary":"There are signs that supply chain woes are easing, while price increases to fight inflation are boos","content":"<html><head></head><body><p>There are signs that supply chain woes are easing, while price increases to fight inflation are boosting revenue.</p><p>Only about one-fifth of the S&amp;P 500 have so far reported second-quarter results, but at least five major talking points have emerged -- some quite surprising -- since earnings season started more than a week ago.</p><p>A key concern heading into earnings season wasn&#39;t what happened during the previous three-month period, but how much companies would lower forward guidance, given growing fears the Federal Reserve&#39;s aggressive interest rate increases to fight historically high inflation would tip the U.S. economy into a recession.</p><p>But with 106 of the 503 S&amp;P 500 companies having reported results through Friday morning, according to FactSet, that expected negative has so far been a positive.</p><p>For the second quarter, while more companies than usual are beating profit and revenue expectations, they&#39;re beating them by narrower-than-usual margins.</p><p>So far, so good</p><p>Through Friday morning, 75.5% of the companies reporting have been beating consensus analyst projections for earnings per share, by an average of about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.</p><p>And for revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.</p><p>More beats by less than the usual amount has led to year-over-year growth in the blended EPS estimate, which includes results from companies that have already reported results and estimates of companies yet to report, to slip to 5.0% from an estimate of 5.7% growth as of March 31, according to FactSet data.</p><p>The blended estimate for revenue growth has increased to 10.7% from 9.7% at the end of March, FactSet said. That&#39;s because companies are not selling more but are selling at higher prices.</p><p>Meanwhile, despite worries that recession fears would lead to a raft of full-year guidance cuts, that just hasn&#39;t been the case. In fact the ratio of negative EPS preannouncements to positive preannouncements has so far been 1.7, according to I/B/E/S data, well below the long-term average of 2.6, and only slightly above the average over the prior four quarters of 1.5.</p><p>As a result, the FactSet consensus growth estimate for EPS has increased to 9.7% from 9.3% as of March 31, while the growth estimate for revenue has jumped to 10.4% from 8.9%.</p><p>Jeff Buchbinder, equity strategist for LPL Financial, said earnings are &#34;well on track&#34; to grow by more than 5% from last year, given &#34;solid&#34; beat rates and &#34;healthy&#34; revenue growth, bolstered by higher pricing.</p><p>&#34;We believe the revenue environment and corporate productivity are in too good of shape for earnings to contract anytime soon,&#34; Buchbinder said. &#34;Bottom line, the pessimism may be overdone.&#34;</p><p>Yes, dollar strength is a headwind</p><p>That said, there was a worry heading into earnings season that is being fulfilled: The sharp rise in the U.S. dollar will reduce the value of profits and revenue generated from overseas operations.</p><p>Also read: A strong dollar is stirring trouble for markets: What investors need to know.</p><p>Here&#39;s why a rising dollar can hurt results of multinational companies: The U.S. dollar-Japanese yen exchange rate increased to 135.75 on June 30 from 122.50 on April 1, meaning 10,000 yen in earnings was worth just $73.66 on June 30, down from $81.63 on April 1.</p><p>So with the U.S. dollar index , which tracks the dollar against a basket of currencies of major trading partners, surging 6.5% during the second-quarter, the biggest quarterly gain since the fourth quarter of 2016, currency translation had a large negative effect on earnings.</p><p>For example, International Business Machines Corp. <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a> said earlier this week that second-quarter revenue growth was 9%, but would have been 16% if not for the negative effects of dollar strength. And Dow Inc. <a href=\"https://laohu8.com/S/DOW.NZ\">$(DOW.NZ)$</a> said on Thursday that currency decreased sales by 3%, while Johnson &amp; Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> said unfavorable currency translation reduced its sales growth by 5%.</p><p>&#34;This will be a consistent theme that receives significant attention throughout the earnings season,&#34; said Lindsey Bell, chief markets and money strategist for Ally, especially for the technology sector, in which nearly 60% of the sectors revenue is generated overseas.</p><p>Snap confirms a grim outlook for big internet companies</p><p>Fears that ad-supported internet stocks were facing a perfect storm of issues that would show up in second-quarter earnings were realized this week, when Snapchat parent <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) posted what one analyst called &#34;terrible&#34; numbers, as others rushed to downgrade the stock.</p><p>Snap missed revenue consensus estimates and executives declined to provide a financial forecast while speaking of a second quarter that was &#34;more challenging than we expected.&#34; Snap had already warned weeks back that it was bracing for disappointing performance.</p><p>The company is dealing with issues unique to the evolving social-media landscape as well as a broader macroeconomic storm. Not only does it have to deal with TikTok&#39;s rise and lingering privacy-related impacts from Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, it&#39;s also facing an ad-market slowdown that spooked analysts.</p><p>Read now:As Snap melts down, its founders make sure to protect the people who matter: themselves</p><p>&#34;Results suggest a significant deterioration in advertiser demand, which will likely weigh on the sector,&#34; Piper Sandler analyst Thomas Champion wrote in a note to clients late Thursday.</p><p>&#34;When fundamentals change this dramatically, it&#39;s hard for us not to change our investment opinion, however belated the call,&#34; said Evercore&#39;s Mark Mahaney, who cut his rating on Snap&#39;s stock to in line from outperform.</p><p>&#34;We will await a stabilization in revenue growth before considering getting more constructive,&#34; he added.</p><p>MoffettNathanson downgraded the stock to market perform. Among other gripes, the analysts there said that &#34;after spending many years denying that competition from TikTok is an issue, it may turn out that Snap&#39;s usage and advertising growth is actually far more challenged than they knew.&#34;</p><p>For more, see:Snap&#39;s dire ad warnings prompt string of downgrades: &#39;This stock faces a grim outlook&#39;</p><p>The report bodes ill for other internet giants that rely on digital ads, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Apple, all of which report next week</p><p>Don&#39;t miss:It&#39;s the end of &#39;fantasyland&#39; for Big Tech and its workers</p><p>Supply chain and labor shortages are still key themes</p><p>The supply chain and labor shortages have featured prominently in earnings for the past several quarters and this one is no different so far.</p><p>But there are finally some signs of improvement in supply chains, as measured by certain indexes.</p><p>The NY Fed&#39;s supply chain index is currently at its best level since March of 2021 -- it hit its worst level in December of 2021, as Tom Lee, head of research at Fundstrat Global Advisors, noted in commentary.</p><p>Lee cited upbeat comments from Volvo AB , which said semi chip access was improving and production at best levels all year, and railroad operator CSX <a href=\"https://laohu8.com/S/CSX\">$(CSX)$</a> which said there are &#34;clear signs&#34; from car makers that chip challenges are easing.</p><p>And on Thursday, chemicals giant Dow Inc. said it had &#34;higher supply availability&#34; for its industrial solutions and for its coatings &amp; performance monomers business.</p><p>The news on the labor market is less cheery, however. The challenge of finding train conductor trainees, for example, led <a href=\"https://laohu8.com/S/NSCO.WS\">Norfolk Southern Corp</a>. <a href=\"https://laohu8.com/S/NSC\">$(NSC)$</a> to put out an unusual release, highlighting an increase in hourly pay to a minimum of $25 and biweekly on-the-job training incentive of $300.</p><p>Atlanta, Ga.-based Norfolk said conductor trainees in priority locations can earn up to $5,000 in starting bonuses and expect first-year pay of an average $67,000, along with benefits including a pension, a 401 (k) savings option and healthcare coverage</p><p>Those locations include some economically depressed ones: Bellevue, Ohio, Fort Wayne, Indiana, Binghamton, New York, Harrisburg, Pennsylvania, Cincinnati, Ohio, Louisville, Kentucky, Conway, Pennsylvania, Peru, Indiana, Decatur, Illinois, Princeton, Indiana, Elkhart, Indiana and Roanoke, Virginia.</p><p>The challenge of finding railroad workers showed up in CSX&#39;s earnings too. Chief Executive Jim Foote told analysts on the company&#39;s earnings call that it was having trouble hiring and retaining workers.</p><p>&#34;We are not alone in facing this problem,&#34; said Foote, according to a FactSet transcript. &#34;The labor market is tight. Prospective recruits have many job options.&#34;</p><p>Read now:&#39;People will freak out&#39;: The cloud boom is coming back to Earth, and that could be scary for tech stocks</p><p>Twitter may be right. Elon is hurting its business</p><p>When Twitter Inc.&#39;s lawyers asked a Delaware judge Tuesday for a speedy trial that would settle its merger spat with Elon Musk, they argued that the saga&#39;s overhang was causing constant harm to the company.</p><p>That topic came up again when Twitter (TWTR) reported downbeat financial results Friday, including a surprise dip in revenue and a sizable $270 million loss. Among factors the company blamed for its revenue miss was &#34;uncertainty related to the pending acquisition&#34; by Musk. The company also pointed to about $33 million in second-quarter costs related to the deal.</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>Here Are 5 Things We've Learned so Far From Earnings Season</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 Are 5 Things We've Learned so Far From Earnings Season\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\">2022-07-24 08:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>There are signs that supply chain woes are easing, while price increases to fight inflation are boosting revenue.</p><p>Only about one-fifth of the S&amp;P 500 have so far reported second-quarter results, but at least five major talking points have emerged -- some quite surprising -- since earnings season started more than a week ago.</p><p>A key concern heading into earnings season wasn&#39;t what happened during the previous three-month period, but how much companies would lower forward guidance, given growing fears the Federal Reserve&#39;s aggressive interest rate increases to fight historically high inflation would tip the U.S. economy into a recession.</p><p>But with 106 of the 503 S&amp;P 500 companies having reported results through Friday morning, according to FactSet, that expected negative has so far been a positive.</p><p>For the second quarter, while more companies than usual are beating profit and revenue expectations, they&#39;re beating them by narrower-than-usual margins.</p><p>So far, so good</p><p>Through Friday morning, 75.5% of the companies reporting have been beating consensus analyst projections for earnings per share, by an average of about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.</p><p>And for revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.</p><p>More beats by less than the usual amount has led to year-over-year growth in the blended EPS estimate, which includes results from companies that have already reported results and estimates of companies yet to report, to slip to 5.0% from an estimate of 5.7% growth as of March 31, according to FactSet data.</p><p>The blended estimate for revenue growth has increased to 10.7% from 9.7% at the end of March, FactSet said. That&#39;s because companies are not selling more but are selling at higher prices.</p><p>Meanwhile, despite worries that recession fears would lead to a raft of full-year guidance cuts, that just hasn&#39;t been the case. In fact the ratio of negative EPS preannouncements to positive preannouncements has so far been 1.7, according to I/B/E/S data, well below the long-term average of 2.6, and only slightly above the average over the prior four quarters of 1.5.</p><p>As a result, the FactSet consensus growth estimate for EPS has increased to 9.7% from 9.3% as of March 31, while the growth estimate for revenue has jumped to 10.4% from 8.9%.</p><p>Jeff Buchbinder, equity strategist for LPL Financial, said earnings are &#34;well on track&#34; to grow by more than 5% from last year, given &#34;solid&#34; beat rates and &#34;healthy&#34; revenue growth, bolstered by higher pricing.</p><p>&#34;We believe the revenue environment and corporate productivity are in too good of shape for earnings to contract anytime soon,&#34; Buchbinder said. &#34;Bottom line, the pessimism may be overdone.&#34;</p><p>Yes, dollar strength is a headwind</p><p>That said, there was a worry heading into earnings season that is being fulfilled: The sharp rise in the U.S. dollar will reduce the value of profits and revenue generated from overseas operations.</p><p>Also read: A strong dollar is stirring trouble for markets: What investors need to know.</p><p>Here&#39;s why a rising dollar can hurt results of multinational companies: The U.S. dollar-Japanese yen exchange rate increased to 135.75 on June 30 from 122.50 on April 1, meaning 10,000 yen in earnings was worth just $73.66 on June 30, down from $81.63 on April 1.</p><p>So with the U.S. dollar index , which tracks the dollar against a basket of currencies of major trading partners, surging 6.5% during the second-quarter, the biggest quarterly gain since the fourth quarter of 2016, currency translation had a large negative effect on earnings.</p><p>For example, International Business Machines Corp. <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a> said earlier this week that second-quarter revenue growth was 9%, but would have been 16% if not for the negative effects of dollar strength. And Dow Inc. <a href=\"https://laohu8.com/S/DOW.NZ\">$(DOW.NZ)$</a> said on Thursday that currency decreased sales by 3%, while Johnson &amp; Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> said unfavorable currency translation reduced its sales growth by 5%.</p><p>&#34;This will be a consistent theme that receives significant attention throughout the earnings season,&#34; said Lindsey Bell, chief markets and money strategist for Ally, especially for the technology sector, in which nearly 60% of the sectors revenue is generated overseas.</p><p>Snap confirms a grim outlook for big internet companies</p><p>Fears that ad-supported internet stocks were facing a perfect storm of issues that would show up in second-quarter earnings were realized this week, when Snapchat parent <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>. (SNAP) posted what one analyst called &#34;terrible&#34; numbers, as others rushed to downgrade the stock.</p><p>Snap missed revenue consensus estimates and executives declined to provide a financial forecast while speaking of a second quarter that was &#34;more challenging than we expected.&#34; Snap had already warned weeks back that it was bracing for disappointing performance.</p><p>The company is dealing with issues unique to the evolving social-media landscape as well as a broader macroeconomic storm. Not only does it have to deal with TikTok&#39;s rise and lingering privacy-related impacts from Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, it&#39;s also facing an ad-market slowdown that spooked analysts.</p><p>Read now:As Snap melts down, its founders make sure to protect the people who matter: themselves</p><p>&#34;Results suggest a significant deterioration in advertiser demand, which will likely weigh on the sector,&#34; Piper Sandler analyst Thomas Champion wrote in a note to clients late Thursday.</p><p>&#34;When fundamentals change this dramatically, it&#39;s hard for us not to change our investment opinion, however belated the call,&#34; said Evercore&#39;s Mark Mahaney, who cut his rating on Snap&#39;s stock to in line from outperform.</p><p>&#34;We will await a stabilization in revenue growth before considering getting more constructive,&#34; he added.</p><p>MoffettNathanson downgraded the stock to market perform. Among other gripes, the analysts there said that &#34;after spending many years denying that competition from TikTok is an issue, it may turn out that Snap&#39;s usage and advertising growth is actually far more challenged than they knew.&#34;</p><p>For more, see:Snap&#39;s dire ad warnings prompt string of downgrades: &#39;This stock faces a grim outlook&#39;</p><p>The report bodes ill for other internet giants that rely on digital ads, including <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Apple, all of which report next week</p><p>Don&#39;t miss:It&#39;s the end of &#39;fantasyland&#39; for Big Tech and its workers</p><p>Supply chain and labor shortages are still key themes</p><p>The supply chain and labor shortages have featured prominently in earnings for the past several quarters and this one is no different so far.</p><p>But there are finally some signs of improvement in supply chains, as measured by certain indexes.</p><p>The NY Fed&#39;s supply chain index is currently at its best level since March of 2021 -- it hit its worst level in December of 2021, as Tom Lee, head of research at Fundstrat Global Advisors, noted in commentary.</p><p>Lee cited upbeat comments from Volvo AB , which said semi chip access was improving and production at best levels all year, and railroad operator CSX <a href=\"https://laohu8.com/S/CSX\">$(CSX)$</a> which said there are &#34;clear signs&#34; from car makers that chip challenges are easing.</p><p>And on Thursday, chemicals giant Dow Inc. said it had &#34;higher supply availability&#34; for its industrial solutions and for its coatings &amp; performance monomers business.</p><p>The news on the labor market is less cheery, however. The challenge of finding train conductor trainees, for example, led <a href=\"https://laohu8.com/S/NSCO.WS\">Norfolk Southern Corp</a>. <a href=\"https://laohu8.com/S/NSC\">$(NSC)$</a> to put out an unusual release, highlighting an increase in hourly pay to a minimum of $25 and biweekly on-the-job training incentive of $300.</p><p>Atlanta, Ga.-based Norfolk said conductor trainees in priority locations can earn up to $5,000 in starting bonuses and expect first-year pay of an average $67,000, along with benefits including a pension, a 401 (k) savings option and healthcare coverage</p><p>Those locations include some economically depressed ones: Bellevue, Ohio, Fort Wayne, Indiana, Binghamton, New York, Harrisburg, Pennsylvania, Cincinnati, Ohio, Louisville, Kentucky, Conway, Pennsylvania, Peru, Indiana, Decatur, Illinois, Princeton, Indiana, Elkhart, Indiana and Roanoke, Virginia.</p><p>The challenge of finding railroad workers showed up in CSX&#39;s earnings too. Chief Executive Jim Foote told analysts on the company&#39;s earnings call that it was having trouble hiring and retaining workers.</p><p>&#34;We are not alone in facing this problem,&#34; said Foote, according to a FactSet transcript. &#34;The labor market is tight. Prospective recruits have many job options.&#34;</p><p>Read now:&#39;People will freak out&#39;: The cloud boom is coming back to Earth, and that could be scary for tech stocks</p><p>Twitter may be right. Elon is hurting its business</p><p>When Twitter Inc.&#39;s lawyers asked a Delaware judge Tuesday for a speedy trial that would settle its merger spat with Elon Musk, they argued that the saga&#39;s overhang was causing constant harm to the company.</p><p>That topic came up again when Twitter (TWTR) reported downbeat financial results Friday, including a surprise dip in revenue and a sizable $270 million loss. Among factors the company blamed for its revenue miss was &#34;uncertainty related to the pending acquisition&#34; by Musk. The company also pointed to about $33 million in second-quarter costs related to the deal.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253015276","content_text":"There are signs that supply chain woes are easing, while price increases to fight inflation are boosting revenue.Only about one-fifth of the S&P 500 have so far reported second-quarter results, but at least five major talking points have emerged -- some quite surprising -- since earnings season started more than a week ago.A key concern heading into earnings season wasn't what happened during the previous three-month period, but how much companies would lower forward guidance, given growing fears the Federal Reserve's aggressive interest rate increases to fight historically high inflation would tip the U.S. economy into a recession.But with 106 of the 503 S&P 500 companies having reported results through Friday morning, according to FactSet, that expected negative has so far been a positive.For the second quarter, while more companies than usual are beating profit and revenue expectations, they're beating them by narrower-than-usual margins.So far, so goodThrough Friday morning, 75.5% of the companies reporting have been beating consensus analyst projections for earnings per share, by an average of about 4.7%, according to I/B/E/S data provided by Refinitiv. That compares with 66% of companies beating EPS estimates in a typical quarter since 1994, and an average beat margin of 9.5% for the prior four quarters.And for revenue, 68.9% of the companies have topped forecasts by an average of about 1.3%, compared with 62% of companies beating in a typical quarter since 2002 and an average beat rate of 3.4% for the prior four quarters.More beats by less than the usual amount has led to year-over-year growth in the blended EPS estimate, which includes results from companies that have already reported results and estimates of companies yet to report, to slip to 5.0% from an estimate of 5.7% growth as of March 31, according to FactSet data.The blended estimate for revenue growth has increased to 10.7% from 9.7% at the end of March, FactSet said. That's because companies are not selling more but are selling at higher prices.Meanwhile, despite worries that recession fears would lead to a raft of full-year guidance cuts, that just hasn't been the case. In fact the ratio of negative EPS preannouncements to positive preannouncements has so far been 1.7, according to I/B/E/S data, well below the long-term average of 2.6, and only slightly above the average over the prior four quarters of 1.5.As a result, the FactSet consensus growth estimate for EPS has increased to 9.7% from 9.3% as of March 31, while the growth estimate for revenue has jumped to 10.4% from 8.9%.Jeff Buchbinder, equity strategist for LPL Financial, said earnings are \"well on track\" to grow by more than 5% from last year, given \"solid\" beat rates and \"healthy\" revenue growth, bolstered by higher pricing.\"We believe the revenue environment and corporate productivity are in too good of shape for earnings to contract anytime soon,\" Buchbinder said. \"Bottom line, the pessimism may be overdone.\"Yes, dollar strength is a headwindThat said, there was a worry heading into earnings season that is being fulfilled: The sharp rise in the U.S. dollar will reduce the value of profits and revenue generated from overseas operations.Also read: A strong dollar is stirring trouble for markets: What investors need to know.Here's why a rising dollar can hurt results of multinational companies: The U.S. dollar-Japanese yen exchange rate increased to 135.75 on June 30 from 122.50 on April 1, meaning 10,000 yen in earnings was worth just $73.66 on June 30, down from $81.63 on April 1.So with the U.S. dollar index , which tracks the dollar against a basket of currencies of major trading partners, surging 6.5% during the second-quarter, the biggest quarterly gain since the fourth quarter of 2016, currency translation had a large negative effect on earnings.For example, International Business Machines Corp. $(IBM)$ said earlier this week that second-quarter revenue growth was 9%, but would have been 16% if not for the negative effects of dollar strength. And Dow Inc. $(DOW.NZ)$ said on Thursday that currency decreased sales by 3%, while Johnson & Johnson $(JNJ)$ said unfavorable currency translation reduced its sales growth by 5%.\"This will be a consistent theme that receives significant attention throughout the earnings season,\" said Lindsey Bell, chief markets and money strategist for Ally, especially for the technology sector, in which nearly 60% of the sectors revenue is generated overseas.Snap confirms a grim outlook for big internet companiesFears that ad-supported internet stocks were facing a perfect storm of issues that would show up in second-quarter earnings were realized this week, when Snapchat parent Snap Inc. (SNAP) posted what one analyst called \"terrible\" numbers, as others rushed to downgrade the stock.Snap missed revenue consensus estimates and executives declined to provide a financial forecast while speaking of a second quarter that was \"more challenging than we expected.\" Snap had already warned weeks back that it was bracing for disappointing performance.The company is dealing with issues unique to the evolving social-media landscape as well as a broader macroeconomic storm. Not only does it have to deal with TikTok's rise and lingering privacy-related impacts from Apple Inc. $(AAPL)$, it's also facing an ad-market slowdown that spooked analysts.Read now:As Snap melts down, its founders make sure to protect the people who matter: themselves\"Results suggest a significant deterioration in advertiser demand, which will likely weigh on the sector,\" Piper Sandler analyst Thomas Champion wrote in a note to clients late Thursday.\"When fundamentals change this dramatically, it's hard for us not to change our investment opinion, however belated the call,\" said Evercore's Mark Mahaney, who cut his rating on Snap's stock to in line from outperform.\"We will await a stabilization in revenue growth before considering getting more constructive,\" he added.MoffettNathanson downgraded the stock to market perform. Among other gripes, the analysts there said that \"after spending many years denying that competition from TikTok is an issue, it may turn out that Snap's usage and advertising growth is actually far more challenged than they knew.\"For more, see:Snap's dire ad warnings prompt string of downgrades: 'This stock faces a grim outlook'The report bodes ill for other internet giants that rely on digital ads, including Meta Platforms Inc. $(META.UK)$, Alphabet Inc. $(GOOGL)$ and Apple, all of which report next weekDon't miss:It's the end of 'fantasyland' for Big Tech and its workersSupply chain and labor shortages are still key themesThe supply chain and labor shortages have featured prominently in earnings for the past several quarters and this one is no different so far.But there are finally some signs of improvement in supply chains, as measured by certain indexes.The NY Fed's supply chain index is currently at its best level since March of 2021 -- it hit its worst level in December of 2021, as Tom Lee, head of research at Fundstrat Global Advisors, noted in commentary.Lee cited upbeat comments from Volvo AB , which said semi chip access was improving and production at best levels all year, and railroad operator CSX $(CSX)$ which said there are \"clear signs\" from car makers that chip challenges are easing.And on Thursday, chemicals giant Dow Inc. said it had \"higher supply availability\" for its industrial solutions and for its coatings & performance monomers business.The news on the labor market is less cheery, however. The challenge of finding train conductor trainees, for example, led Norfolk Southern Corp. $(NSC)$ to put out an unusual release, highlighting an increase in hourly pay to a minimum of $25 and biweekly on-the-job training incentive of $300.Atlanta, Ga.-based Norfolk said conductor trainees in priority locations can earn up to $5,000 in starting bonuses and expect first-year pay of an average $67,000, along with benefits including a pension, a 401 (k) savings option and healthcare coverageThose locations include some economically depressed ones: Bellevue, Ohio, Fort Wayne, Indiana, Binghamton, New York, Harrisburg, Pennsylvania, Cincinnati, Ohio, Louisville, Kentucky, Conway, Pennsylvania, Peru, Indiana, Decatur, Illinois, Princeton, Indiana, Elkhart, Indiana and Roanoke, Virginia.The challenge of finding railroad workers showed up in CSX's earnings too. Chief Executive Jim Foote told analysts on the company's earnings call that it was having trouble hiring and retaining workers.\"We are not alone in facing this problem,\" said Foote, according to a FactSet transcript. \"The labor market is tight. Prospective recruits have many job options.\"Read now:'People will freak out': The cloud boom is coming back to Earth, and that could be scary for tech stocksTwitter may be right. Elon is hurting its businessWhen Twitter Inc.'s lawyers asked a Delaware judge Tuesday for a speedy trial that would settle its merger spat with Elon Musk, they argued that the saga's overhang was causing constant harm to the company.That topic came up again when Twitter (TWTR) reported downbeat financial results Friday, including a surprise dip in revenue and a sizable $270 million loss. Among factors the company blamed for its revenue miss was \"uncertainty related to the pending acquisition\" by Musk. The company also pointed to about $33 million in second-quarter costs related to the deal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049085441,"gmtCreate":1655722285383,"gmtModify":1676535692582,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Agreed if you are in for long term.","listText":"Agreed if you are in for long term.","text":"Agreed if you are in for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049085441","repostId":"2244493940","repostType":2,"repost":{"id":"2244493940","pubTimestamp":1655739300,"share":"https://www.laohu8.com/m/news/2244493940?lang=&edition=full","pubTime":"2022-06-20 23:35","market":"us","language":"en","title":"Should You Really Buy Stocks Now Or Wait a While Longer?","url":"https://stock-news.laohu8.com/highlight/detail?id=2244493940","media":"Motley Fool","summary":"Some stocks are trading at incredibly low prices.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Investing during a bear market may seem scary -- but this kind of market offers opportunity for long-term investors.</li><li>It’s important to look at each individual company&#39;s future prospects and valuation.</li></ul><p>When the stock market is soaring, it&#39;s easy to get into the buying mood. That&#39;s because we actually see investments bearing fruit right away. Even if some share prices are high, the sheer momentum of the whole market offers us confidence that those prices could climb even higher.</p><p>But when the stock market stumbles, our eagerness to get in on the action may disappear -- and quickly. All at once we ask ourselves how long the downturn will last. We even might doubt the recovery of certain stocks that, in better market conditions, seemed like sure winners.</p><p>This scenario is probably playing out for a lot of us right now. The <b>S&amp;P 500</b> Index slipped into a bear market this week, inflation has been galloping higher, and interest rates are on the rise around the world. Now the question is: Should you really buy stocks right now? Or is it best to wait a while longer? Let&#39;s find out.</p><p><b>The advantages of buying now</b></p><p>First, let&#39;s talk about the advantages of buying stocks now. A huge one is valuation. Many solid stocks have dropped to incredibly low levels. I&#39;m talking bargain basement.</p><p>For example, high-growth electric-vehicle maker <b>Tesla</b> is trading at 56 times forward earnings estimates -- down from more than 160 just six months ago. That&#39;s as measures like return on invested capital and free cash flow are climbing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c79471685dde54defe572e75f5d83a5\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>TSLA PE RATIO (FORWARD) DATA BY YCHARTS.</span></p><p>Another example is coronavirus vaccine giant <b>Moderna</b>. The company continues to bring in billions in revenue and profit, and today it&#39;s trading at only 4.6 times forward earnings estimates. That&#39;s down from more than 16 a year ago.</p><p>There are plenty of other examples across industries. Today, those stocks that were trading at much higher valuations a short time ago now are available at very reasonable prices.</p><p>Another reason to buy now is you avoid the risk of missing out on the eventual rebound.History tells us markets always bounce back. It&#39;s just a question of time. So your favorite players could rise at any moment.</p><p>Now let&#39;s talk about the one big disadvantage of buying stocks today -- and that&#39;s the risk that the market may fall even more. You might be able to get that stock you&#39;re interested in for<i>an even lower</i> valuation.</p><p>And what if stocks remain at this undervalued level for a while? Then you&#39;ll really have to wait to benefit from your investment. This is the reason some investors are hesitating to buy stocks right now.</p><p><b>The importance of long-term investing</b></p><p>Considering these points, what should you do? First, it&#39;s important to note that you only should buy stocks right now if you plan on investing for the long term. By this I mean at least five years.</p><p>This doesn&#39;t mean the downturn will last this long. This is the time horizon I always favor. That&#39;s because it gives a company time to recover -- if it happens to go through challenging times such as a period of high inflation. And it gives a company time to grow -- no matter what the economic situation.</p><p>As always, it&#39;s important to invest what you can afford to invest. That means you should also set aside funds for use in an emergency -- so you don&#39;t have to dip into your investments.</p><p>As for buying stocks, here&#39;s what I say: When you feel that a company&#39;s business is strong, future prospects are bright, and the price is fair, it&#39;s probably time to get in on that story. So right now could be the perfect time to buy certain stocks.</p><p>As mentioned above, share prices could decline further. It&#39;s nearly impossible to grab a stock at its lowest price. But if you invest for the long term, that won&#39;t really matter. You&#39;ll still benefit from your favorite stock&#39;s recovery -- and growth in the years to come.</p><p>All of this means we shouldn&#39;t fear bear markets. And any day can be the right moment to invest.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should You Really Buy Stocks Now Or Wait a While Longer?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Really Buy Stocks Now Or Wait a While Longer?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 23:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2022/06/20/should-you-really-buy-stocks-now-or-wait-a-while-longer-usfeed/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSInvesting during a bear market may seem scary -- but this kind of market offers opportunity for long-term investors.It’s important to look at each individual company's future prospects and ...</p>\n\n<a href=\"https://www.fool.com.au/2022/06/20/should-you-really-buy-stocks-now-or-wait-a-while-longer-usfeed/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com.au/2022/06/20/should-you-really-buy-stocks-now-or-wait-a-while-longer-usfeed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244493940","content_text":"KEY POINTSInvesting during a bear market may seem scary -- but this kind of market offers opportunity for long-term investors.It’s important to look at each individual company's future prospects and valuation.When the stock market is soaring, it's easy to get into the buying mood. That's because we actually see investments bearing fruit right away. Even if some share prices are high, the sheer momentum of the whole market offers us confidence that those prices could climb even higher.But when the stock market stumbles, our eagerness to get in on the action may disappear -- and quickly. All at once we ask ourselves how long the downturn will last. We even might doubt the recovery of certain stocks that, in better market conditions, seemed like sure winners.This scenario is probably playing out for a lot of us right now. The S&P 500 Index slipped into a bear market this week, inflation has been galloping higher, and interest rates are on the rise around the world. Now the question is: Should you really buy stocks right now? Or is it best to wait a while longer? Let's find out.The advantages of buying nowFirst, let's talk about the advantages of buying stocks now. A huge one is valuation. Many solid stocks have dropped to incredibly low levels. I'm talking bargain basement.For example, high-growth electric-vehicle maker Tesla is trading at 56 times forward earnings estimates -- down from more than 160 just six months ago. That's as measures like return on invested capital and free cash flow are climbing.TSLA PE RATIO (FORWARD) DATA BY YCHARTS.Another example is coronavirus vaccine giant Moderna. The company continues to bring in billions in revenue and profit, and today it's trading at only 4.6 times forward earnings estimates. That's down from more than 16 a year ago.There are plenty of other examples across industries. Today, those stocks that were trading at much higher valuations a short time ago now are available at very reasonable prices.Another reason to buy now is you avoid the risk of missing out on the eventual rebound.History tells us markets always bounce back. It's just a question of time. So your favorite players could rise at any moment.Now let's talk about the one big disadvantage of buying stocks today -- and that's the risk that the market may fall even more. You might be able to get that stock you're interested in foran even lower valuation.And what if stocks remain at this undervalued level for a while? Then you'll really have to wait to benefit from your investment. This is the reason some investors are hesitating to buy stocks right now.The importance of long-term investingConsidering these points, what should you do? First, it's important to note that you only should buy stocks right now if you plan on investing for the long term. By this I mean at least five years.This doesn't mean the downturn will last this long. This is the time horizon I always favor. That's because it gives a company time to recover -- if it happens to go through challenging times such as a period of high inflation. And it gives a company time to grow -- no matter what the economic situation.As always, it's important to invest what you can afford to invest. That means you should also set aside funds for use in an emergency -- so you don't have to dip into your investments.As for buying stocks, here's what I say: When you feel that a company's business is strong, future prospects are bright, and the price is fair, it's probably time to get in on that story. So right now could be the perfect time to buy certain stocks.As mentioned above, share prices could decline further. It's nearly impossible to grab a stock at its lowest price. But if you invest for the long term, that won't really matter. You'll still benefit from your favorite stock's recovery -- and growth in the years to come.All of this means we shouldn't fear bear markets. And any day can be the right moment to invest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914288577,"gmtCreate":1665286551399,"gmtModify":1676537582804,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914288577","repostId":"2273634345","repostType":4,"repost":{"id":"2273634345","pubTimestamp":1665283538,"share":"https://www.laohu8.com/m/news/2273634345?lang=&edition=full","pubTime":"2022-10-09 10:45","market":"us","language":"en","title":"Down by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2273634345","media":"Motley Fool","summary":"When share prices drop, dividend yields rise, which make these companies worth a long look for income investors.","content":"<html><head></head><body><p>While shopping for stocks trading at a discount makes sense for people who subscribe to the &#34;buy low, sell high&#34; model of investing, it can actually be a risky strategy at times. Many businesses that are trading at cheap-looking valuations may be down for valid reasons. It&#39;s important to pay attention to what factors the market may be pricing into a company&#39;s shares.</p><p>However, with the <b>S&amp;P 500 Index</b> in bear market territory, many high-quality stocks look attractive due to the increasing levels of fear about the direction of the economy. But in the wake of this year&#39;s sell-off, <b>FedEx </b>(FDX -0.50%), <b>Old Dominion Freight Lines </b>(ODFL -6.18%), and <b>Lowe&#39;s </b>(LOW -1.39%) look like great discounted options for long-term dividend investors.</p><h2>FedEx: A well-covered dividend at a discounted price</h2><p>Down nearly 40% year to date and off by more than 20% in the last month alone, shipping juggernaut FedEx has been under increased pressure since it delivered its fiscal 2023 first-quarter report.</p><p>For the period, which ended Aug. 31, FedEx reported year-over-year declines in volume of 11% and 3% from its Express and Ground operations, respectively, but it still grew revenue by 6%, thanks partly to higher fuel surcharges.</p><p>However, these surcharges did not keep pace with the weakening macroeconomic conditions and ballooning fuel costs facing FedEx. The company&#39;s earnings per share (EPS) dropped 19% from the prior-year period.</p><p>So what makes FedEx interesting right now?</p><p>First, despite the economic slowdown, the company&#39;s dividend, which at the current share price yields 2.4%, looks safe. And with its low payout ratio of 25%, management has ample room to grow that dividend.</p><p>Similarly, FedEx generated nearly $2.9 billion in free cash flow over the last 12 months while paying out roughly $900 million in dividends, so in terms of both earnings and cash generation, it easily covers its dividend. While investors will have to wait and see if the company will increase its payout again in fiscal 2023, there&#39;s no immediate reason to fear a dividend cut.</p><p>Second, while the company&#39;s price-to-earnings (P/E) ratio is historically volatile, based on its price-to-sales (P/S) ratio, it&#39;s trading at an attractive valuation.</p><p><img src=\"https://static.tigerbbs.com/04953c11103fcd6b5adcd8d33f681a60\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FDX PS Ratio data by YCharts</p><p>Taking this low P/S, investors can look at the company&#39;s average profit margin over the same time and develop a less volatile P/E ratio.</p><p><img src=\"https://static.tigerbbs.com/57fb0dc142cf1bc3c5a93c2f20878e88\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FDX Profit Margin data by YCharts</p><p>By dividing FedEx&#39;s P/S of 0.433 by its average profit margin of 4.25% over the last 10 years, we can find that the company trades at only 10 times earnings should it continue generating these margins. Moreover, with CEO Raj Subramaniam expecting at least $2.2 billion in cost savings in 2023 ($1 billion of which will be permanent), FedEx looks poised to maintain this average profit margin.</p><p>Compared to the S&amp;P 500 Index&#39;s median P/E of 22, the company&#39;s cost-cutting efforts, dividend strength, and ongoing turnaround look tempting at today&#39;s prices.</p><h2>Old Dominion Freight Lines: A future Dividend Aristocrat</h2><p>While less-than-truckload (LTL) freight carriers may not sound like the most exciting investment options, <a href=\"https://laohu8.com/S/ODFL\">Old Dominion Freight Line</a>&#39;s 1,300% total return over the last decade shows that such stocks can provide some thrilling results to your portfolio.</p><p>Old Dominion has become the best-in-class performer in its industry thanks to its 99% on-time delivery rate and its 0.1% cargo claims ratio. These impressive metrics have led to it receiving the Mastio Quality Award for No. 1 Shipper for 12 straight years. The company has positioned itself as the ever-reliable (and premium-priced) LTL option. Due to this premium offering, the company has posted annualized sales growth of 12% since 2002, well outpacing the broader LTL industry, which grew by just shy of 5% annually over that period.</p><p>Best yet for income-focused investors, Old Dominion began paying a dividend in 2017, which it has more than tripled since.</p><p><img src=\"https://static.tigerbbs.com/6a4045fdc2841c4cdd3b5cae07a4f002\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ODFL Dividends Paid (TTM) data by YCharts</p><p>Despite this rapid dividend growth, its payout ratio is a tiny 9%, while its yield of 0.41% is close to its all-time high.</p><p><img src=\"https://static.tigerbbs.com/59654eb8b8c52f5ecb20dff8aed7d0c9\" tg-width=\"720\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ODFL Dividend Yield data by YCharts</p><p>While this yield may not sound like much, the company&#39;s willingness to continue boosting payouts rapidly and its small payout ratio give it excellent long-term dividend growth potential.</p><p>On top of that, Old Dominion trades at a P/E ratio of only 25, a level it has not seen since the stock market&#39;s March 2020 plunge.</p><p><img src=\"https://static.tigerbbs.com/89a38568efa2ac9da0a7ef93dd7e3944\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ODFL PE Ratio data by YCharts</p><p>In the second quarter, the company&#39;s revenue and EPS grew by 26% and 43%, respectively, which indicates that this excellent operator should remain a fantastic holding for the long haul.</p><h2>Lowe&#39;s: A discount on stability</h2><p>Anytime the share price of a Dividend Aristocrat drops by more than 20%, it should catch investors&#39; attention -- and that&#39;s precisely what has happened to Lowe&#39;s in 2022.</p><p>Its sales dropped slightly -- by just 0.3% -- in Q2, and the market continued to worry over the home-improvement retailer&#39;s operations. However, despite the top line being stagnant, Lowe&#39;s posted a 10% increase in EPS from the prior-year period.</p><p>Notably, though its revenue only rose by 87% over the last decade, its EPS increased more than sevenfold over that time.</p><p><img src=\"https://static.tigerbbs.com/53990fd46b17998248895c261ad116a2\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>LOW Revenue (TTM) data by YCharts</p><p>While its slow and steady profit margin expansion juiced that EPS growth, Lowe&#39;s declining share count has also been a significant factor.</p><p><img src=\"https://static.tigerbbs.com/c1562a9ff0da9c2506e509bd5ae71add\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>LOW Shares Outstanding data by YCharts</p><p>The company&#39;s methodical share repurchases have enabled it to continue posting earnings growth that has led to market-beating returns over the long haul. These buybacks and Lowe&#39;s 58-year streak of dividend increases have generated cash returns to shareholders that are rivaled by only a handful of companies.</p><p>Best yet, its dividend yield is above its 10-year average, so future payouts are available at a discounted price.</p><p><img src=\"https://static.tigerbbs.com/28dc557c9fd5501c7df772a07fe0c1c2\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>LOW Dividend Yield data by YCharts</p><p>Anytime a Dividend Aristocrat&#39;s yield moves above its recent averages, it highlights the potential for investors to benefit from a discounted passive income stream. That&#39;s especially appealing when the company in question is as stable as Lowe&#39;s.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-09 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While shopping for stocks trading at a discount makes sense for people who subscribe to the \"buy low, sell high\" model of investing, it can actually be a risky strategy at times. Many businesses that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4550":"红杉资本持仓","IVV":"标普500指数ETF","OEX":"标普100","SPY":"标普500ETF"},"source_url":"https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273634345","content_text":"While shopping for stocks trading at a discount makes sense for people who subscribe to the \"buy low, sell high\" model of investing, it can actually be a risky strategy at times. Many businesses that are trading at cheap-looking valuations may be down for valid reasons. It's important to pay attention to what factors the market may be pricing into a company's shares.However, with the S&P 500 Index in bear market territory, many high-quality stocks look attractive due to the increasing levels of fear about the direction of the economy. But in the wake of this year's sell-off, FedEx (FDX -0.50%), Old Dominion Freight Lines (ODFL -6.18%), and Lowe's (LOW -1.39%) look like great discounted options for long-term dividend investors.FedEx: A well-covered dividend at a discounted priceDown nearly 40% year to date and off by more than 20% in the last month alone, shipping juggernaut FedEx has been under increased pressure since it delivered its fiscal 2023 first-quarter report.For the period, which ended Aug. 31, FedEx reported year-over-year declines in volume of 11% and 3% from its Express and Ground operations, respectively, but it still grew revenue by 6%, thanks partly to higher fuel surcharges.However, these surcharges did not keep pace with the weakening macroeconomic conditions and ballooning fuel costs facing FedEx. The company's earnings per share (EPS) dropped 19% from the prior-year period.So what makes FedEx interesting right now?First, despite the economic slowdown, the company's dividend, which at the current share price yields 2.4%, looks safe. And with its low payout ratio of 25%, management has ample room to grow that dividend.Similarly, FedEx generated nearly $2.9 billion in free cash flow over the last 12 months while paying out roughly $900 million in dividends, so in terms of both earnings and cash generation, it easily covers its dividend. While investors will have to wait and see if the company will increase its payout again in fiscal 2023, there's no immediate reason to fear a dividend cut.Second, while the company's price-to-earnings (P/E) ratio is historically volatile, based on its price-to-sales (P/S) ratio, it's trading at an attractive valuation.FDX PS Ratio data by YChartsTaking this low P/S, investors can look at the company's average profit margin over the same time and develop a less volatile P/E ratio.FDX Profit Margin data by YChartsBy dividing FedEx's P/S of 0.433 by its average profit margin of 4.25% over the last 10 years, we can find that the company trades at only 10 times earnings should it continue generating these margins. Moreover, with CEO Raj Subramaniam expecting at least $2.2 billion in cost savings in 2023 ($1 billion of which will be permanent), FedEx looks poised to maintain this average profit margin.Compared to the S&P 500 Index's median P/E of 22, the company's cost-cutting efforts, dividend strength, and ongoing turnaround look tempting at today's prices.Old Dominion Freight Lines: A future Dividend AristocratWhile less-than-truckload (LTL) freight carriers may not sound like the most exciting investment options, Old Dominion Freight Line's 1,300% total return over the last decade shows that such stocks can provide some thrilling results to your portfolio.Old Dominion has become the best-in-class performer in its industry thanks to its 99% on-time delivery rate and its 0.1% cargo claims ratio. These impressive metrics have led to it receiving the Mastio Quality Award for No. 1 Shipper for 12 straight years. The company has positioned itself as the ever-reliable (and premium-priced) LTL option. Due to this premium offering, the company has posted annualized sales growth of 12% since 2002, well outpacing the broader LTL industry, which grew by just shy of 5% annually over that period.Best yet for income-focused investors, Old Dominion began paying a dividend in 2017, which it has more than tripled since.ODFL Dividends Paid (TTM) data by YChartsDespite this rapid dividend growth, its payout ratio is a tiny 9%, while its yield of 0.41% is close to its all-time high.ODFL Dividend Yield data by YChartsWhile this yield may not sound like much, the company's willingness to continue boosting payouts rapidly and its small payout ratio give it excellent long-term dividend growth potential.On top of that, Old Dominion trades at a P/E ratio of only 25, a level it has not seen since the stock market's March 2020 plunge.ODFL PE Ratio data by YChartsIn the second quarter, the company's revenue and EPS grew by 26% and 43%, respectively, which indicates that this excellent operator should remain a fantastic holding for the long haul.Lowe's: A discount on stabilityAnytime the share price of a Dividend Aristocrat drops by more than 20%, it should catch investors' attention -- and that's precisely what has happened to Lowe's in 2022.Its sales dropped slightly -- by just 0.3% -- in Q2, and the market continued to worry over the home-improvement retailer's operations. However, despite the top line being stagnant, Lowe's posted a 10% increase in EPS from the prior-year period.Notably, though its revenue only rose by 87% over the last decade, its EPS increased more than sevenfold over that time.LOW Revenue (TTM) data by YChartsWhile its slow and steady profit margin expansion juiced that EPS growth, Lowe's declining share count has also been a significant factor.LOW Shares Outstanding data by YChartsThe company's methodical share repurchases have enabled it to continue posting earnings growth that has led to market-beating returns over the long haul. These buybacks and Lowe's 58-year streak of dividend increases have generated cash returns to shareholders that are rivaled by only a handful of companies.Best yet, its dividend yield is above its 10-year average, so future payouts are available at a discounted price.LOW Dividend Yield data by YChartsAnytime a Dividend Aristocrat's yield moves above its recent averages, it highlights the potential for investors to benefit from a discounted passive income stream. That's especially appealing when the company in question is as stable as Lowe's.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998736454,"gmtCreate":1661055103779,"gmtModify":1676536446422,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998736454","repostId":"2261587214","repostType":4,"repost":{"id":"2261587214","pubTimestamp":1661044807,"share":"https://www.laohu8.com/m/news/2261587214?lang=&edition=full","pubTime":"2022-08-21 09:20","market":"us","language":"en","title":"2 Smartest Tech Stocks to Buy in 2022 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2261587214","media":"Motley Fool","summary":"These companies have potent tailwinds and are selling at relative bargain valuations.","content":"<html><head></head><body><p>Technology investors are forever looking for the next best thing. However, a prudent investment might be in companies that have already proven successful and established themselves in their respective industries.</p><p>Savvy investors have an opportunity to buy two excellent stocks to hold for 2022 and long after. <b>Alphabet</b> and <b>Shopify</b> are dominant forces in digital advertising and e-commerce, respectively. These are two industries with strong secular tailwinds that could propel growth in the long term.</p><h2>Alphabet is approaching $100 billion in annual profits</h2><p>Alphabet is arguably the most dominant advertising company in the world. It&#39;s home to Google Search and YouTube, two of the most widely used ad-supported products. According to Statista, Google Search holds an astounding 83% market share in search engines globally. Similarly, YouTube boasts 2.6 billion monthly active users. Of course, advertisers follow consumers, which means the popularity of these services has attracted marketers looking to influence purchasing decisions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bdb9c0f8129805369ddb3d4fb467f06\" tg-width=\"720\" tg-height=\"463\" width=\"100%\" height=\"auto\"/><span>GOOG Revenue (Annual) data by YCharts</span></p><p>As a result, Alphabet&#39;s revenue has expanded from $55.5 billion in 2013 to $257.6 billion in 2021. Operating income increased from $15.4 billion to $78.7 billion in that same time. Alphabet&#39;s popularity has turned into tangible profits that could extend in the long term. Marketers spent $763 billion globally in 2021, a 22.5% increase from the previous year. Interestingly, the share of spending has increased on digital channels from 52.1% in 2019 to 64.4% in 2021. That trend is unlikely to reverse as digital advertising offers benefits unavailable by other methods.</p><h2>Shopify&#39;s revenue has boomed</h2><p>Similarly, Shopify is operating in an industry that is poised for growth. The company helps merchants establish and improve its online sales channel, a business that boomed because of the onset of the pandemic. However, Shopify&#39;s growth has slowed recently as consumers are eager to get out of the house and shop in person, at least temporarily. Over the longer run, a more significant share of spending is shifting online. According to Statista, 14% of spending in the U.S. was online in 2020. That figure is forecast to grow to 22% by 2025.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67beef652b4dea3cea0a7e01f01ac14c\" tg-width=\"720\" tg-height=\"463\" width=\"100%\" height=\"auto\"/><span>SHOP Revenue (Annual) data by YCharts</span></p><p>Shopify earns a monthly premium from merchants on the platform, and it takes a percentage of their revenue. So, as people spend more money online, Shopify stands to benefit. Already, Shopify&#39;s business has exploded from the trend in recent years. Revenue surged from $24 million in 2012 to $4.6 billion in 2021. That helped the company reach operating profitability of $269 million in 2021 after reporting an operating loss of $2 million in 2012.</p><h2>Shopify and Alphabet stocks are relatively inexpensive</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2209517db4dea82b067af78616bb2d5\" tg-width=\"720\" tg-height=\"463\" width=\"100%\" height=\"auto\"/><span>SHOP PS Ratio data by YCharts</span></p><p>Fortunately for savvy investors, Shopify and Alphabet stocks are not expensive. On the contrary, they are relative bargains. At a price-to-sales ratio of 10, Shopify has hardly ever been cheaper when measured by this metric. Alphabet&#39;s price-to-sales ratio of six is on the lower end of its historical average. Investors looking for smart buys can feel good about adding Shopify and Alphabet stocks.</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 Smartest Tech Stocks to Buy in 2022 and Beyond</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 Smartest Tech Stocks to Buy in 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/20/2-smartest-tech-stocks-to-buy-in-2022-and-beyond/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology investors are forever looking for the next best thing. However, a prudent investment might be in companies that have already proven successful and established themselves in their respective...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/2-smartest-tech-stocks-to-buy-in-2022-and-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/08/20/2-smartest-tech-stocks-to-buy-in-2022-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261587214","content_text":"Technology investors are forever looking for the next best thing. However, a prudent investment might be in companies that have already proven successful and established themselves in their respective industries.Savvy investors have an opportunity to buy two excellent stocks to hold for 2022 and long after. Alphabet and Shopify are dominant forces in digital advertising and e-commerce, respectively. These are two industries with strong secular tailwinds that could propel growth in the long term.Alphabet is approaching $100 billion in annual profitsAlphabet is arguably the most dominant advertising company in the world. It's home to Google Search and YouTube, two of the most widely used ad-supported products. According to Statista, Google Search holds an astounding 83% market share in search engines globally. Similarly, YouTube boasts 2.6 billion monthly active users. Of course, advertisers follow consumers, which means the popularity of these services has attracted marketers looking to influence purchasing decisions.GOOG Revenue (Annual) data by YChartsAs a result, Alphabet's revenue has expanded from $55.5 billion in 2013 to $257.6 billion in 2021. Operating income increased from $15.4 billion to $78.7 billion in that same time. Alphabet's popularity has turned into tangible profits that could extend in the long term. Marketers spent $763 billion globally in 2021, a 22.5% increase from the previous year. Interestingly, the share of spending has increased on digital channels from 52.1% in 2019 to 64.4% in 2021. That trend is unlikely to reverse as digital advertising offers benefits unavailable by other methods.Shopify's revenue has boomedSimilarly, Shopify is operating in an industry that is poised for growth. The company helps merchants establish and improve its online sales channel, a business that boomed because of the onset of the pandemic. However, Shopify's growth has slowed recently as consumers are eager to get out of the house and shop in person, at least temporarily. Over the longer run, a more significant share of spending is shifting online. According to Statista, 14% of spending in the U.S. was online in 2020. That figure is forecast to grow to 22% by 2025.SHOP Revenue (Annual) data by YChartsShopify earns a monthly premium from merchants on the platform, and it takes a percentage of their revenue. So, as people spend more money online, Shopify stands to benefit. Already, Shopify's business has exploded from the trend in recent years. Revenue surged from $24 million in 2012 to $4.6 billion in 2021. That helped the company reach operating profitability of $269 million in 2021 after reporting an operating loss of $2 million in 2012.Shopify and Alphabet stocks are relatively inexpensiveSHOP PS Ratio data by YChartsFortunately for savvy investors, Shopify and Alphabet stocks are not expensive. On the contrary, they are relative bargains. At a price-to-sales ratio of 10, Shopify has hardly ever been cheaper when measured by this metric. Alphabet's price-to-sales ratio of six is on the lower end of its historical average. Investors looking for smart buys can feel good about adding Shopify and Alphabet stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999255128,"gmtCreate":1660539674367,"gmtModify":1676533489491,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Gd thanks","listText":"Gd thanks","text":"Gd thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999255128","repostId":"2259270513","repostType":2,"repost":{"id":"2259270513","pubTimestamp":1660550047,"share":"https://www.laohu8.com/m/news/2259270513?lang=&edition=full","pubTime":"2022-08-15 15:54","market":"us","language":"en","title":"4 Top Bargain Stocks Ready for a Bull Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2259270513","media":"Motley Fool","summary":"With these stocks well off their highs, it may be the perfect time to open a position.","content":"<html><head></head><body><p>Even with the economy in a precarious position and the stock market off its highs, plenty of businesses are still executing at a high level. Despite this, they remain well off their all-time highs and are primed to provide investors solid returns over a long-term holding period (three to five years).</p><p>Here are some stocks I believe are primed to have a strong run.</p><h2>Alphabet</h2><p>Even though <b>Alphabet</b> is the third-largest stock on the U.S. exchange, I believe it is a great bargain. The stock has experienced a sell-off due to its heavy exposure to the advertisement industry, which is notoriously weak during recessions. However, this pessimism is a great opportunity to get into a stock that owns dominant brands like the Google search engine, the Android operating system, and YouTube.</p><p>Despite a challenging environment, Alphabet still managed to grow its revenue by 13% year over year (YOY), although its operating margin slipped from 31% last year to 28%. Alphabet still produced $12.6 billion in free cash flow, giving it plenty of resources to execute its ambitious buyback plan (Alphabet repurchased $15.2 billion in shares during the second quarter).</p><p>Alphabet trades at just under 22 times earnings, but keep in mind this is with reduced profitability. When the economy recovers, Alphabet&#39;s revenue will rise rapidly due to the advertisement spending influx, which will cause profits to soar. This profit rise will trigger a stock run-up, and investors will be glad they purchased the stock now when the outlook wasn&#39;t so bright.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></h2><p><b>PayPal</b> (PYPL) has had a rough year. Since peaking in July 2021, the stock has lost 65% of its value. While part of this sell-off was deserved due to over-projecting user growth and mediocre financial results, it&#39;s been well overdone.</p><p>In Q2, PayPal&#39;s total payment volume (TPV) rose 9% YOY to $340 billion, and its free cash flow rose 22% YOY. While this isn&#39;t &#34;knock your socks off&#34; growth, it&#39;s still impressive for consumers attempting to control spending during a difficult inflationary environment.</p><p>Furthermore, its payment transactions per active account rose 16% YOY to 48.7, meaning customers are using its products more often. PayPal was left for dead by many investors, but its recent results show it&#39;s still a fintech force to be reckoned with. With a reasonable valuation of 21 times free cash flow, I wouldn&#39;t be surprised if PayPal&#39;s stock sees a nice boost when the economy recovers.</p><h2><a href=\"https://laohu8.com/S/PUBM\">PubMatic</a></h2><p>As mentioned earlier with Alphabet, advertising revenue wasn&#39;t easy to come by. However, businesses involved with ad tech excelled. This dichotomy makes sense as advertisers want to ensure that their ads reach their intended audiences. <b>PubMatic </b>(PUBM) operates in this space and works with ad suppliers to get their inventory to ad buyers.</p><p>PubMatic delivered great Q2 results, with revenue rising 27% YOY to $63 million. Additionally, it posted a 12% net income margin, but this number was down from last year&#39;s Q2. Still, PubMatic trades at a relatively cheap 20.4 times earnings despite its small size and huge runway.</p><p>With its connected TV division growing 150% YOY in Q2 and PubMatic only owning about 3% to 4% of the industry market share, PubMatic has a substantial upside and will see its business boom when advertising spending ramps up.</p><h2><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></h2><p><b>Datadog</b>&#39;s (DDOG) software helps IT teams monitor how their cloud computing operations are functioning. With companies becoming more integrated with the cloud, Datadog&#39;s software has become indispensable.</p><p>This necessity drove Q2 results, with revenue growing 74% YOY and third-quarter revenue projected to grow 34%. However, analysts wanted stronger guidance, which caused the stock to fall on the news.</p><p>What was overlooked was the tremendous customer growth (54% growth in customers spending $100,000 or more) and the free cash flow ($60.2 million) Datadog produced. These results show a strong future for Datadog, even though analysts focused more on the short term. With the market not appreciating Datadog&#39;s successful quarter, this stock seems primed for a rapid increase.</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>4 Top Bargain Stocks Ready for a Bull Run</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\">\n4 Top Bargain Stocks Ready for a Bull Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 15:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/13/4-top-bargain-stocks-ready-for-a-bull-run/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even with the economy in a precarious position and the stock market off its highs, plenty of businesses are still executing at a high level. Despite this, they remain well off their all-time highs and...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/13/4-top-bargain-stocks-ready-for-a-bull-run/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4551":"寇图资本持仓","GOOG":"谷歌","BK4573":"虚拟现实","BK4561":"索罗斯持仓","DDOG":"Datadog","GOOGL":"谷歌A","BK4581":"高盛持仓","PYPL":"PayPal","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","PUBM":"PubMatic, Inc.","BK4538":"云计算","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/08/13/4-top-bargain-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259270513","content_text":"Even with the economy in a precarious position and the stock market off its highs, plenty of businesses are still executing at a high level. Despite this, they remain well off their all-time highs and are primed to provide investors solid returns over a long-term holding period (three to five years).Here are some stocks I believe are primed to have a strong run.AlphabetEven though Alphabet is the third-largest stock on the U.S. exchange, I believe it is a great bargain. The stock has experienced a sell-off due to its heavy exposure to the advertisement industry, which is notoriously weak during recessions. However, this pessimism is a great opportunity to get into a stock that owns dominant brands like the Google search engine, the Android operating system, and YouTube.Despite a challenging environment, Alphabet still managed to grow its revenue by 13% year over year (YOY), although its operating margin slipped from 31% last year to 28%. Alphabet still produced $12.6 billion in free cash flow, giving it plenty of resources to execute its ambitious buyback plan (Alphabet repurchased $15.2 billion in shares during the second quarter).Alphabet trades at just under 22 times earnings, but keep in mind this is with reduced profitability. When the economy recovers, Alphabet's revenue will rise rapidly due to the advertisement spending influx, which will cause profits to soar. This profit rise will trigger a stock run-up, and investors will be glad they purchased the stock now when the outlook wasn't so bright.PayPalPayPal (PYPL) has had a rough year. Since peaking in July 2021, the stock has lost 65% of its value. While part of this sell-off was deserved due to over-projecting user growth and mediocre financial results, it's been well overdone.In Q2, PayPal's total payment volume (TPV) rose 9% YOY to $340 billion, and its free cash flow rose 22% YOY. While this isn't \"knock your socks off\" growth, it's still impressive for consumers attempting to control spending during a difficult inflationary environment.Furthermore, its payment transactions per active account rose 16% YOY to 48.7, meaning customers are using its products more often. PayPal was left for dead by many investors, but its recent results show it's still a fintech force to be reckoned with. With a reasonable valuation of 21 times free cash flow, I wouldn't be surprised if PayPal's stock sees a nice boost when the economy recovers.PubMaticAs mentioned earlier with Alphabet, advertising revenue wasn't easy to come by. However, businesses involved with ad tech excelled. This dichotomy makes sense as advertisers want to ensure that their ads reach their intended audiences. PubMatic (PUBM) operates in this space and works with ad suppliers to get their inventory to ad buyers.PubMatic delivered great Q2 results, with revenue rising 27% YOY to $63 million. Additionally, it posted a 12% net income margin, but this number was down from last year's Q2. Still, PubMatic trades at a relatively cheap 20.4 times earnings despite its small size and huge runway.With its connected TV division growing 150% YOY in Q2 and PubMatic only owning about 3% to 4% of the industry market share, PubMatic has a substantial upside and will see its business boom when advertising spending ramps up.DatadogDatadog's (DDOG) software helps IT teams monitor how their cloud computing operations are functioning. With companies becoming more integrated with the cloud, Datadog's software has become indispensable.This necessity drove Q2 results, with revenue growing 74% YOY and third-quarter revenue projected to grow 34%. However, analysts wanted stronger guidance, which caused the stock to fall on the news.What was overlooked was the tremendous customer growth (54% growth in customers spending $100,000 or more) and the free cash flow ($60.2 million) Datadog produced. These results show a strong future for Datadog, even though analysts focused more on the short term. With the market not appreciating Datadog's successful quarter, this stock seems primed for a rapid increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922761851,"gmtCreate":1671846323374,"gmtModify":1676538602736,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922761851","repostId":"1155846685","repostType":2,"repost":{"id":"1155846685","pubTimestamp":1671843845,"share":"https://www.laohu8.com/m/news/1155846685?lang=&edition=full","pubTime":"2022-12-24 09:04","market":"sg","language":"en","title":"4 REITs That Could Up Their DPU in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1155846685","media":"The Smart Investor","summary":"It has been a turbulent year for theREIT sectoras a combination ofhigh inflationandsurging interest rateshas dampened sentiment for the asset class.However, REITs continue to be suitable for income-se","content":"<html><head></head><body><p>It has been a turbulent year for the REIT sector as a combination of high inflation and surging interest rates has dampened sentiment for the asset class.</p><p>However, REITs continue to be suitable for income-seeking investors as they are mandated to pay out at least 90% of their earnings as distributions.</p><p>REIT investors have relied on this asset class for steady dividends throughout the years, and though the sector is facing headwinds, this aspect is unlikely to change.</p><p>The good news is that REIT managers are not sitting ducks and can employ a variety of methods to ensure that their distribution per unit (DPU) is protected.</p><p>These include acquisitions to boost DPU as well as positive rental reversions, redevelopments, and asset enhancement initiatives (AEI).</p><p>With these measures at their disposal, REITs can not only mitigate a drop in DPU but could also report a higher one next year.</p><p>Here are four REITs that could increase their DPU in 2023.</p><p><b>Digital Core REIT (SGX: DCRU)</b></p><p>Digital Core REIT, or DCR, is a data centre REIT with a portfolio of 10 fully-occupied data centres worth US$1.4 billion as of 30 September 2022.</p><p>These properties are located in Canada and the US and have a weighted average lease expiry of five years.</p><p>The newly-listed REIT paid out its maiden distribution of US$0.0206 for its fiscal 2022’s first half (1H2022).</p><p>DCR is also anchored by a strong sponsor in the US-listed <b>Digital Realty Trust</b>(NYSE: DLR) which owns more than 300 data centres globally along with 4,000+ customers.</p><p>The REIT had just concluded the acquisition of a 25% interest in a Frankfurt data centre for US$146 million, with 1H2022 DPU rising by a projected 2% to US$0.021.</p><p>DCR’s aggregate leverage is expected to rise to 33% after this purchase, allowing the REIT to continue tapping on debt for future acquisitions.</p><p>DCR has a global right-of-first-refusal on around 250 data centres of its sponsor with a pipeline that could eventually increase its portfolio to around US$15 billion.</p><p><b>Mapletree Pan Asia Commercial Trust (SGX: N2IU)</b></p><p>Mapletree Pan Asia Commercial Trust, or MPACT, is a retail cum commercial REIT with a portfolio of 18 properties in key markets such as Hong Kong, Singapore, China, Japan, and South Korea.</p><p>The REIT’s assets under management (AUM) stood at S$16.9 billion as of 30 September 2022 with a committed occupancy rate of 96.9%.</p><p>MPACT’s DPU rose 12.5% year on year to S$0.0494 for its fiscal 2023’s first half (1H2023) as gross revenue and net property income both surged by 44.9% year on year.</p><p>Investors can look forward to higher contributions from MPACT’s key Hong Kong retail asset, Festival Walk, as China relaxes its strict COVID-zero policy.</p><p>Festival Walk contributed around 11.7% of 1H2023’s NPI and a recovery in tenant sales and footfall could bring in better rental income for the REIT.</p><p>MPACT also has its “4R” asset and capital management strategy (recharge, resilience, reconstitute, refocus) that should see growth in South Korea and capital recycling in Japan.</p><p><b>CapitaLand Ascendas REIT (SGX: A17U)</b></p><p>CapitaLand Ascendas REIT, or CLAR, is an industrial REIT with a portfolio of 226 properties worth S$16.5 billion as of 30 September 2022.</p><p>The REIT had announced a 2.8% year on year increase in its DPU to S$0.07873 for 1H2022.</p><p>As of 3Q2022, CLAR reported a high occupancy rate of 94.5% with a positive rental reversion of 5.4%.</p><p>The industrial REIT is active with acquisitions and announced S$296.7 million worth of purchases during the quarter.</p><p>With an aggregate leverage of 37.3% and a low cost of debt of 2.2%, CLAR is well-positioned to make more yield-accretive acquisitions.</p><p>The REIT also has a slew of ongoing projects such as redevelopments and AEIs totalling S$622.4 million that should boost rental income over time.</p><p><b>Frasers Logistics &amp; Commercial Trust (SGX: BUOU)</b></p><p>Frasers Logistics &amp; Commercial Trust, or FLCT, owns a portfolio of 105 industrial and commercial properties across five countries with an AUM of approximately S$6.7 billion as of 30 September 2022 (FY2022).</p><p>The REIT had reported a slight 0.8% year on year dip in its DPU to S$0.0762 for FY2022 due to the divestment of Cross Street Exchange and weaker exchange rates.</p><p>However, there is good reason to believe that FLCT’s DPU can increase in FY2023.</p><p>The REIT’s gearing stood at just 27.4% as of 30 September 2022, providing it with a debt headroom of S$3.2 billion for future acquisitions.</p><p>Furthermore, FLCT has close to 82% of its borrowings at fixed rates, thereby mitigating a sharp increase in finance costs.</p><p>Management has also demonstrated its capital recycling savvy by divesting Cross Street Exchange at a 28.3% premium to its book value.</p><p>A leasehold property in Melbourne was also divested at nearly double its original book value during FY2022.</p><p>For its fourth quarter of FY2022, FLCT also executed 23 leasing transactions that saw a positive rental reversion of 9.8%.</p><p>These factors should stand the REIT in good stead to improve its DPU for FY2023.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 REITs That Could Up Their DPU in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 REITs That Could Up Their DPU in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-24 09:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-reits-that-could-up-their-dpu-in-2023/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a turbulent year for the REIT sector as a combination of high inflation and surging interest rates has dampened sentiment for the asset class.However, REITs continue to be suitable for ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-reits-that-could-up-their-dpu-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A17U.SI":"凯德腾飞房产信托","N2IU.SI":"丰树商业信托","BUOU.SI":"星狮物流工业信托","DCRU.SI":"DigiCore Reit USD"},"source_url":"https://thesmartinvestor.com.sg/4-reits-that-could-up-their-dpu-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155846685","content_text":"It has been a turbulent year for the REIT sector as a combination of high inflation and surging interest rates has dampened sentiment for the asset class.However, REITs continue to be suitable for income-seeking investors as they are mandated to pay out at least 90% of their earnings as distributions.REIT investors have relied on this asset class for steady dividends throughout the years, and though the sector is facing headwinds, this aspect is unlikely to change.The good news is that REIT managers are not sitting ducks and can employ a variety of methods to ensure that their distribution per unit (DPU) is protected.These include acquisitions to boost DPU as well as positive rental reversions, redevelopments, and asset enhancement initiatives (AEI).With these measures at their disposal, REITs can not only mitigate a drop in DPU but could also report a higher one next year.Here are four REITs that could increase their DPU in 2023.Digital Core REIT (SGX: DCRU)Digital Core REIT, or DCR, is a data centre REIT with a portfolio of 10 fully-occupied data centres worth US$1.4 billion as of 30 September 2022.These properties are located in Canada and the US and have a weighted average lease expiry of five years.The newly-listed REIT paid out its maiden distribution of US$0.0206 for its fiscal 2022’s first half (1H2022).DCR is also anchored by a strong sponsor in the US-listed Digital Realty Trust(NYSE: DLR) which owns more than 300 data centres globally along with 4,000+ customers.The REIT had just concluded the acquisition of a 25% interest in a Frankfurt data centre for US$146 million, with 1H2022 DPU rising by a projected 2% to US$0.021.DCR’s aggregate leverage is expected to rise to 33% after this purchase, allowing the REIT to continue tapping on debt for future acquisitions.DCR has a global right-of-first-refusal on around 250 data centres of its sponsor with a pipeline that could eventually increase its portfolio to around US$15 billion.Mapletree Pan Asia Commercial Trust (SGX: N2IU)Mapletree Pan Asia Commercial Trust, or MPACT, is a retail cum commercial REIT with a portfolio of 18 properties in key markets such as Hong Kong, Singapore, China, Japan, and South Korea.The REIT’s assets under management (AUM) stood at S$16.9 billion as of 30 September 2022 with a committed occupancy rate of 96.9%.MPACT’s DPU rose 12.5% year on year to S$0.0494 for its fiscal 2023’s first half (1H2023) as gross revenue and net property income both surged by 44.9% year on year.Investors can look forward to higher contributions from MPACT’s key Hong Kong retail asset, Festival Walk, as China relaxes its strict COVID-zero policy.Festival Walk contributed around 11.7% of 1H2023’s NPI and a recovery in tenant sales and footfall could bring in better rental income for the REIT.MPACT also has its “4R” asset and capital management strategy (recharge, resilience, reconstitute, refocus) that should see growth in South Korea and capital recycling in Japan.CapitaLand Ascendas REIT (SGX: A17U)CapitaLand Ascendas REIT, or CLAR, is an industrial REIT with a portfolio of 226 properties worth S$16.5 billion as of 30 September 2022.The REIT had announced a 2.8% year on year increase in its DPU to S$0.07873 for 1H2022.As of 3Q2022, CLAR reported a high occupancy rate of 94.5% with a positive rental reversion of 5.4%.The industrial REIT is active with acquisitions and announced S$296.7 million worth of purchases during the quarter.With an aggregate leverage of 37.3% and a low cost of debt of 2.2%, CLAR is well-positioned to make more yield-accretive acquisitions.The REIT also has a slew of ongoing projects such as redevelopments and AEIs totalling S$622.4 million that should boost rental income over time.Frasers Logistics & Commercial Trust (SGX: BUOU)Frasers Logistics & Commercial Trust, or FLCT, owns a portfolio of 105 industrial and commercial properties across five countries with an AUM of approximately S$6.7 billion as of 30 September 2022 (FY2022).The REIT had reported a slight 0.8% year on year dip in its DPU to S$0.0762 for FY2022 due to the divestment of Cross Street Exchange and weaker exchange rates.However, there is good reason to believe that FLCT’s DPU can increase in FY2023.The REIT’s gearing stood at just 27.4% as of 30 September 2022, providing it with a debt headroom of S$3.2 billion for future acquisitions.Furthermore, FLCT has close to 82% of its borrowings at fixed rates, thereby mitigating a sharp increase in finance costs.Management has also demonstrated its capital recycling savvy by divesting Cross Street Exchange at a 28.3% premium to its book value.A leasehold property in Melbourne was also divested at nearly double its original book value during FY2022.For its fourth quarter of FY2022, FLCT also executed 23 leasing transactions that saw a positive rental reversion of 9.8%.These factors should stand the REIT in good stead to improve its DPU for FY2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964025219,"gmtCreate":1670037260632,"gmtModify":1676538293570,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964025219","repostId":"2288596195","repostType":4,"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963730253,"gmtCreate":1668751574172,"gmtModify":1676538108092,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Time to rise pls!","listText":"Time to rise pls!","text":"Time to rise pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9963730253","repostId":"2284018791","repostType":2,"repost":{"id":"2284018791","pubTimestamp":1668742877,"share":"https://www.laohu8.com/m/news/2284018791?lang=&edition=full","pubTime":"2022-11-18 11:41","market":"us","language":"en","title":"Now Is The Time To Buy NIO","url":"https://stock-news.laohu8.com/highlight/detail?id=2284018791","media":"Seeking Alpha","summary":"SummaryNIO's stock price has been obliterated, dropping by a staggering 85% from its ATH in 2021.Ironically, while the bulls were out in force when the stock was trading in the stratosphere, many inve","content":"<html><head></head><body><p>Summary</p><ul><li>NIO&#39;s stock price has been obliterated, dropping by a staggering 85% from its ATH in 2021.</li><li>Ironically, while the bulls were out in force when the stock was trading in the stratosphere, many investors are screaming sell now.</li><li>NIO is a unique company with excellent growth prospects and significant profitability potential.</li><li>Moreover, at around 1.2 times forward sales estimates NIO&#39;s stock is dirt cheap now.</li><li>As uncertainties fade, sentiment should improve, and NIO&#39;s stock will likely move much higher in the coming years.</li></ul><p>Despite the recent indiscriminate selling, NIO may have bottomed, and its stock is a strong buy now. Bulls were out in force when the stock skyrocketed to the absurdly overbought $50-$70 range. However, now that the stock has returned to ten bucks, many are screaming to sell. On the contrary, I think now is the time to buy NIO&#39;s stock for the long term. The company has incredible revenue growth potential and excellent profitability prospects. NIO should continue increasing sales and improving profitability as the company moves forward, and its stock should appreciate considerably in the coming years.</p><h4>NIO - Then and Now</h4><p>There is a massive difference between buying into NIO around its highs in 2021 and now. At its height in 2021, NIO was worth nearly $100 billion. However, the company&#39;s market capitalization has dropped to only $18 billion. The company brought in approximately $5.6 billion in revenues in 2021. Thus, the stock was trading at an absurdly high valuation of roughly 18 times forward sales estimates at its peak. Consensus revenue estimates are for approximately $14 billion in 2023, illustrating a much more affordable stock that is only trading at around 1.24 times forward sales now. I&#39;ll go further than that and say that NIO is dirt cheap at this valuation, which is why you want to own this stock.</p><h4>China&#39;s Government Support For NIO</h4><p>NIO is one of the top EV producers in China, and EVs are critical to China&#39;s future. Also, China is by far the most significant car market in the world and plans for EVs to account for 40% of all vehicle sales by 2030. When NIO ramped up production in 2020, the company ran into severe headwinds due to COVID-related effects. NIO was in financial trouble, and the Chinese government stepped in, acquiring a 17% stake in the company, providing the necessary liquidity required to continue operations. Therefore, there is much misguided fear about the Chinese government hurting companies. On the contrary, when it comes to NIO, we see that the government is eager to help.</p><h4>China&#39;s Massive EV Market</h4><p>China&#39;s global passenger EV sales share has surged from 26% in 2015 to 48% in 2021. Moreover, the country&#39;s share increased to 56% in the first half of 2022, and analysts anticipate the EV share to expand to around 60% by year-end.</p><p><img src=\"https://static.tigerbbs.com/a25a7211b4f2d42f01dc0858b48ee5aa\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/></p><p>China EV sales (Bloomberg.com)</p><p>Increasing numbers of large SUVs and large cars in China are now EVs. The percentage of large SUVs attributable to the EV sector is approaching 25% in China (15% for large vehicles). China&#39;s massive EV segment is set to grow rapidly, and NIO is well-positioned to capitalize on the expansion in the coming years.</p><h4>NIO&#39;s Growth Opportunity</h4><p>NIO&#39;s popular ET7 sedan and ES7 large SUV are among the country&#39;s top-selling EVs and should continue experiencing robust demand. The ET7 has a range of approximately 290-555 km, goes from zero to 100 km in 3.8 seconds, and has a top speed of around 200 km/h. The car also has a five-star safety rating and is rolling out in Europe (Germany and the Netherlands). Moreover, NIO recently launched its new ET5 smaller and cheaper sedan in China, and sales of the popular vehicle should take off globally.</p><p>Last month (October 2022), NIO delivered 10,059 vehicles, a whopping 174% increase YoY. Deliveries comprised approximately 6,000 premium smart electric SUVs, including 2,814 ES7 vehicles. Also, around 4,000 premium smart electric sedans were sold, including roughly 3,000 ET7s and 1,000 ET5 vehicles. In October, NIO unveiled ET7, EL7, and ET5 cars for the European markets. These vehicles are available for order in Norway, Germany, the Netherlands, Denmark, and Sweden. NIO is gradually moving into the European market, a phenomenon that should supplement its domestic growth story nicely as the company moves forward in future years.</p><h4>NIO&#39;s Recent Earnings</h4><p>Despite a slight miss of $0.14 in non-GAAP EPADS, NIO&#39;s revenues came in at $1.83 billion last quarter (32.6% increase YoY), beating analysts&#39; estimates by $50 million. Despite a challenging macro environment, NIO expects to deliver between 43,000 and 48,000 vehicles in Q4, representing a YoY increase of approximately 72-92%. Moreover, NIO expects Q4 revenues of $2.44-$2.7 billion, roughly a 75-94% rise over last year. These were excellent results, and the company&#39;s guidance was far from disappointing, implying that NIO&#39;s powerful growth story should continue as we advance.</p><h4>NIO&#39;s Valuation Is Dirt Cheap Now</h4><p>NIO is a high-growth company that prioritizes expanding car production and other operations. The company is also involved in the penetration of the European EV market. Therefore, we should not expect NIO to be profitable now, and it may not report positive EPS for several years. Nevertheless, NIO&#39;s remarkable growth story implies that the company has significant profitability potential, and just like any other high-growth company, we can evaluate NIO&#39;s valuation based on its sales.</p><p><b>NIO&#39;s Revenue Projections </b></p><p><img src=\"https://static.tigerbbs.com/9a308d4564e6ad7a6d5e71dfdb174418\" tg-width=\"640\" tg-height=\"241\" referrerpolicy=\"no-referrer\"/></p><p>Revenue estimates (SeekingAlpha.com )</p><p>NIO&#39;s revenues are projected to skyrocket by about 90% to roughly $14 billion next year. Then, we should see revenue growth moderate to about 30-45% in 2024 and lower double digits after that. However, consensus analysts&#39; revenue growth of approximately 13-14% in 2025 and 2026 may be lowballed, and I expect the company will do better. Once the slowdown concludes and sentiment improves, 2025 and 2026 revenue estimates may rise to 15-25%.</p><p>Still, with a market cap of around $18 billion, NIO&#39;s forward P/S multiple is roughly approximately 1.24 here, remarkably low for a company in NIO&#39;s position. For instance, if we look at Lucid (LCID), a comparable EV company based in the U.S., its forward P/S multiple is between 7-8 now. Rivian (RIVN), another young EV company, trades at a forward P/S ratio of about six currently. Additionally, unlike NIO, Lucid and Rivian still need to prove that they can mass-produce vehicles. Nevertheless, these EV manufacturers trade at substantially higher multiples than NIO, implying that NIO&#39;s stock is dramatically undervalued now. As the slowdown concludes and uncertainties fade, NIO&#39;s P/S ratio will likely increase, enabling the company&#39;s stock price to move much higher.</p><h4>What Wall Street Analysts Think</h4><p><img src=\"https://static.tigerbbs.com/08e7a1d61b50083939265ec8e4331e05\" tg-width=\"640\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/></p><p>NIO price targets (SeekingAlpha.com)</p><p>Wall Street&#39;s average one-year price target is around $20.30, roughly 93% above NIO&#39;s current stock price. Moreover, higher-end price targets go up to nearly $35, illustrating a price target almost 250% above current levels. Even the lowest price target of $12.34 is roughly 20% above NIO&#39;s deeply depressed levels. This dynamic implies that NIO&#39;s stock is highly undervalued now and is likely to go significantly higher as NIO advances.</p><p><img src=\"https://static.tigerbbs.com/9beacb804a7aa02be989509e9f493cef\" tg-width=\"633\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Due to NIO&#39;s remarkable revenue growth and exceptionally long growth runway, we should see revenues increase dramatically, possibly reaching approximately $55-$60 billion by 2030. Simultaneously, sentiment should improve as uncertainties fade, leading to P/S multiple expansion. I&#39;m keeping my P/S ratio projection relatively modest, but even if the company&#39;s P/S ratio remains below 3, we can see NIO&#39;s stock price appreciate considerably in the coming years. Provided my projections, we may see around a 10X return in NIO&#39;s stock by 2030.</p><h4>Risks to NIO</h4><p>Despite my bullish outlook, there are various risks to my thesis. The company could run into various production issues and may not reach the production capacity I envision in time. Moreover, NIO&#39;s vehicles may experience a drop-off in demand, in which case the company&#39;s share price would suffer. NIO remains an elevated-risk investment, but there is substantial reward potential if everything goes right.</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>Now Is The Time To Buy NIO</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\">\nNow Is The Time To Buy NIO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558725-now-is-the-time-to-buy-nio><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO's stock price has been obliterated, dropping by a staggering 85% from its ATH in 2021.Ironically, while the bulls were out in force when the stock was trading in the stratosphere, many ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558725-now-is-the-time-to-buy-nio\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4558725-now-is-the-time-to-buy-nio","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284018791","content_text":"SummaryNIO's stock price has been obliterated, dropping by a staggering 85% from its ATH in 2021.Ironically, while the bulls were out in force when the stock was trading in the stratosphere, many investors are screaming sell now.NIO is a unique company with excellent growth prospects and significant profitability potential.Moreover, at around 1.2 times forward sales estimates NIO's stock is dirt cheap now.As uncertainties fade, sentiment should improve, and NIO's stock will likely move much higher in the coming years.Despite the recent indiscriminate selling, NIO may have bottomed, and its stock is a strong buy now. Bulls were out in force when the stock skyrocketed to the absurdly overbought $50-$70 range. However, now that the stock has returned to ten bucks, many are screaming to sell. On the contrary, I think now is the time to buy NIO's stock for the long term. The company has incredible revenue growth potential and excellent profitability prospects. NIO should continue increasing sales and improving profitability as the company moves forward, and its stock should appreciate considerably in the coming years.NIO - Then and NowThere is a massive difference between buying into NIO around its highs in 2021 and now. At its height in 2021, NIO was worth nearly $100 billion. However, the company's market capitalization has dropped to only $18 billion. The company brought in approximately $5.6 billion in revenues in 2021. Thus, the stock was trading at an absurdly high valuation of roughly 18 times forward sales estimates at its peak. Consensus revenue estimates are for approximately $14 billion in 2023, illustrating a much more affordable stock that is only trading at around 1.24 times forward sales now. I'll go further than that and say that NIO is dirt cheap at this valuation, which is why you want to own this stock.China's Government Support For NIONIO is one of the top EV producers in China, and EVs are critical to China's future. Also, China is by far the most significant car market in the world and plans for EVs to account for 40% of all vehicle sales by 2030. When NIO ramped up production in 2020, the company ran into severe headwinds due to COVID-related effects. NIO was in financial trouble, and the Chinese government stepped in, acquiring a 17% stake in the company, providing the necessary liquidity required to continue operations. Therefore, there is much misguided fear about the Chinese government hurting companies. On the contrary, when it comes to NIO, we see that the government is eager to help.China's Massive EV MarketChina's global passenger EV sales share has surged from 26% in 2015 to 48% in 2021. Moreover, the country's share increased to 56% in the first half of 2022, and analysts anticipate the EV share to expand to around 60% by year-end.China EV sales (Bloomberg.com)Increasing numbers of large SUVs and large cars in China are now EVs. The percentage of large SUVs attributable to the EV sector is approaching 25% in China (15% for large vehicles). China's massive EV segment is set to grow rapidly, and NIO is well-positioned to capitalize on the expansion in the coming years.NIO's Growth OpportunityNIO's popular ET7 sedan and ES7 large SUV are among the country's top-selling EVs and should continue experiencing robust demand. The ET7 has a range of approximately 290-555 km, goes from zero to 100 km in 3.8 seconds, and has a top speed of around 200 km/h. The car also has a five-star safety rating and is rolling out in Europe (Germany and the Netherlands). Moreover, NIO recently launched its new ET5 smaller and cheaper sedan in China, and sales of the popular vehicle should take off globally.Last month (October 2022), NIO delivered 10,059 vehicles, a whopping 174% increase YoY. Deliveries comprised approximately 6,000 premium smart electric SUVs, including 2,814 ES7 vehicles. Also, around 4,000 premium smart electric sedans were sold, including roughly 3,000 ET7s and 1,000 ET5 vehicles. In October, NIO unveiled ET7, EL7, and ET5 cars for the European markets. These vehicles are available for order in Norway, Germany, the Netherlands, Denmark, and Sweden. NIO is gradually moving into the European market, a phenomenon that should supplement its domestic growth story nicely as the company moves forward in future years.NIO's Recent EarningsDespite a slight miss of $0.14 in non-GAAP EPADS, NIO's revenues came in at $1.83 billion last quarter (32.6% increase YoY), beating analysts' estimates by $50 million. Despite a challenging macro environment, NIO expects to deliver between 43,000 and 48,000 vehicles in Q4, representing a YoY increase of approximately 72-92%. Moreover, NIO expects Q4 revenues of $2.44-$2.7 billion, roughly a 75-94% rise over last year. These were excellent results, and the company's guidance was far from disappointing, implying that NIO's powerful growth story should continue as we advance.NIO's Valuation Is Dirt Cheap NowNIO is a high-growth company that prioritizes expanding car production and other operations. The company is also involved in the penetration of the European EV market. Therefore, we should not expect NIO to be profitable now, and it may not report positive EPS for several years. Nevertheless, NIO's remarkable growth story implies that the company has significant profitability potential, and just like any other high-growth company, we can evaluate NIO's valuation based on its sales.NIO's Revenue Projections Revenue estimates (SeekingAlpha.com )NIO's revenues are projected to skyrocket by about 90% to roughly $14 billion next year. Then, we should see revenue growth moderate to about 30-45% in 2024 and lower double digits after that. However, consensus analysts' revenue growth of approximately 13-14% in 2025 and 2026 may be lowballed, and I expect the company will do better. Once the slowdown concludes and sentiment improves, 2025 and 2026 revenue estimates may rise to 15-25%.Still, with a market cap of around $18 billion, NIO's forward P/S multiple is roughly approximately 1.24 here, remarkably low for a company in NIO's position. For instance, if we look at Lucid (LCID), a comparable EV company based in the U.S., its forward P/S multiple is between 7-8 now. Rivian (RIVN), another young EV company, trades at a forward P/S ratio of about six currently. Additionally, unlike NIO, Lucid and Rivian still need to prove that they can mass-produce vehicles. Nevertheless, these EV manufacturers trade at substantially higher multiples than NIO, implying that NIO's stock is dramatically undervalued now. As the slowdown concludes and uncertainties fade, NIO's P/S ratio will likely increase, enabling the company's stock price to move much higher.What Wall Street Analysts ThinkNIO price targets (SeekingAlpha.com)Wall Street's average one-year price target is around $20.30, roughly 93% above NIO's current stock price. Moreover, higher-end price targets go up to nearly $35, illustrating a price target almost 250% above current levels. Even the lowest price target of $12.34 is roughly 20% above NIO's deeply depressed levels. This dynamic implies that NIO's stock is highly undervalued now and is likely to go significantly higher as NIO advances.Due to NIO's remarkable revenue growth and exceptionally long growth runway, we should see revenues increase dramatically, possibly reaching approximately $55-$60 billion by 2030. Simultaneously, sentiment should improve as uncertainties fade, leading to P/S multiple expansion. I'm keeping my P/S ratio projection relatively modest, but even if the company's P/S ratio remains below 3, we can see NIO's stock price appreciate considerably in the coming years. Provided my projections, we may see around a 10X return in NIO's stock by 2030.Risks to NIODespite my bullish outlook, there are various risks to my thesis. The company could run into various production issues and may not reach the production capacity I envision in time. Moreover, NIO's vehicles may experience a drop-off in demand, in which case the company's share price would suffer. NIO remains an elevated-risk investment, but there is substantial reward potential if everything goes right.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937139593,"gmtCreate":1663377573713,"gmtModify":1676537261486,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Shine pls","listText":"Shine pls","text":"Shine pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937139593","repostId":"1160797562","repostType":4,"repost":{"id":"1160797562","pubTimestamp":1663375818,"share":"https://www.laohu8.com/m/news/1160797562?lang=&edition=full","pubTime":"2022-09-17 08:50","market":"sg","language":"en","title":"Is It Time for NIO's Stock to Shine? Wall Street Sees Nearly 50% Upside Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1160797562","media":"TheStreet","summary":"After Q2 earnings, Wall Street analysts remain super-bullish on NIO for the next few months, forecasting the stock to return to the mid-2021 levels.","content":"<html><head></head><body><ul><li>NIO stock has a strong buy consensus among Wall Street analysts.</li></ul><ul><li>In the last five days, amid two bullish ratings, NIO stock has soared nearly 30%.</li></ul><ul><li>Deutsche Bank&#39;s analysts have named NIO its top Chinese EV pick.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81d787a2b50f2c525a145369edfc189d\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"/><span>Figure 1: Is It Time for NIO&#39;s Stock to Shine? Wall Street Sees Nearly 50% Upside Ahead</span></p><p><b>The Wall Street Consensus on NIO</b></p><p>There is not a single Wall Street analyst who is bearish on <b>NIO</b> (<b>NIO</b>) stock. Among the nine analysts who have covered the stock over the past three months, all but one have a buy recommendation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af2115bdd8de069a9c9feedb36a9bc6e\" tg-width=\"517\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Figure 2: NIO&#39;s consensus analyst rating.</span></p><p>With a median target price of $31.84, this implies an upside potential of about 47% in NIO shares, considering the last share price of $21.5 per share.</p><p><b>NIO Is Deutsche Bank&#39;s Top Pick</b></p><p>A few days ago, Deutsche Bank analyst Edison Yu named NIO his top pick among Chinese electric vehicle (EV) makers. According to Yu, sales of NIO&#39;s older models continue to be healthy. And NIO&#39;s premium ET5 sedan is also selling well, based on early feedback.</p><p>In a note to his clients, Yu also said that the time has finally come for NIO stock to &#34;shine bright.&#34;</p><p>With that, the Deutsche Bank analyst revealed his bullish price target on NIO of $39 per share — which implies an upside potential of over 80% from the current price of $21.40 per share.</p><p>Thanks to this new price target, plus another bullish rating from Bank of America analyst Ming-Hsun Lee, NIO shares soared 12% during the September 12 trading session.</p><p><b>Focusing on NIO&#39;s Strong Volume Growth From Q4 Through 2023</b></p><p>Analyst Bo Pei of US Tiger Securities recently lowered his price target from $35 to $32 after NIO&#39;s second-quarter (Q2) results, although he kept his buy recommendation on the stock.</p><p>Pei noted that NIO&#39;s Q2 results were largely in line with expectations. But its guidance for the third quarter was below the consensus due to external factors that should ease in the fourth quarter, when he expects volume to rebound.</p><p>With Q2 deliveries being pre-announced, investors are focused on Q2 margins and the second-half outlook. The analyst pointed out that the drop in vehicle margins of 16.7% was due to increased battery costs.</p><p>In addition, the Tiger Securities analyst pointed out that NIO is still hoping to deliver 100,000 vehicles in the second half, implying that at least 67,000 will be delivered — which is already double the Q3 guidance.</p><p>Even though it&#39;s an ambitious goal, the new ET5 and ES7 models should drivegrowth volume and make this goal achievable. Finally, the analyst also wrote that he thinks that, in Q3, vehicle margins should also increase due to the improved mix shift, along with price hikes.</p><p><b>Our Take</b></p><p>Based on the macroeconomic backdrop and the latest Consumer Price Index (CPIDas ) data, it&#39;s likely higher interest rates will persist.</p><p>Thus, growth stocks like NIO should continue to be impacted in the near term, because their future earnings are less attractive than bonds, which pay more competitive yields in periods like the present.</p><p>This year alone, NIO&#39;s shares have already lost about 34% of their value. This is also due to the influence of delisting risks amid the regulatory conflicts between the U.S. and China.</p><p>In any case, the path for NIO should continue to be bumpy. But Wall Street thinks the future still looks bright for this stock. Analysts expect NIO&#39;s sales growth to be 78% next year, versus an industry consensus of 34% for the broader EV market.</p><p>In addition, its innovative fast-charging swapping battery technology puts NIO one step ahead of its European and U.S. competitors. NIO&#39;s entry into the European market — including the launch of a manufacturing facility in Europe — are also further indications of exponential growth in the long term.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time for NIO's Stock to Shine? Wall Street Sees Nearly 50% Upside 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\">\nIs It Time for NIO's Stock to Shine? Wall Street Sees Nearly 50% Upside Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-17 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/reddit-trends/is-it-time-for-nios-stock-to-shine-wall-street-sees-nearly-50-upside-ahead><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO stock has a strong buy consensus among Wall Street analysts.In the last five days, amid two bullish ratings, NIO stock has soared nearly 30%.Deutsche Bank's analysts have named NIO its top Chinese...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/reddit-trends/is-it-time-for-nios-stock-to-shine-wall-street-sees-nearly-50-upside-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/is-it-time-for-nios-stock-to-shine-wall-street-sees-nearly-50-upside-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160797562","content_text":"NIO stock has a strong buy consensus among Wall Street analysts.In the last five days, amid two bullish ratings, NIO stock has soared nearly 30%.Deutsche Bank's analysts have named NIO its top Chinese EV pick.Figure 1: Is It Time for NIO's Stock to Shine? Wall Street Sees Nearly 50% Upside AheadThe Wall Street Consensus on NIOThere is not a single Wall Street analyst who is bearish on NIO (NIO) stock. Among the nine analysts who have covered the stock over the past three months, all but one have a buy recommendation:Figure 2: NIO's consensus analyst rating.With a median target price of $31.84, this implies an upside potential of about 47% in NIO shares, considering the last share price of $21.5 per share.NIO Is Deutsche Bank's Top PickA few days ago, Deutsche Bank analyst Edison Yu named NIO his top pick among Chinese electric vehicle (EV) makers. According to Yu, sales of NIO's older models continue to be healthy. And NIO's premium ET5 sedan is also selling well, based on early feedback.In a note to his clients, Yu also said that the time has finally come for NIO stock to \"shine bright.\"With that, the Deutsche Bank analyst revealed his bullish price target on NIO of $39 per share — which implies an upside potential of over 80% from the current price of $21.40 per share.Thanks to this new price target, plus another bullish rating from Bank of America analyst Ming-Hsun Lee, NIO shares soared 12% during the September 12 trading session.Focusing on NIO's Strong Volume Growth From Q4 Through 2023Analyst Bo Pei of US Tiger Securities recently lowered his price target from $35 to $32 after NIO's second-quarter (Q2) results, although he kept his buy recommendation on the stock.Pei noted that NIO's Q2 results were largely in line with expectations. But its guidance for the third quarter was below the consensus due to external factors that should ease in the fourth quarter, when he expects volume to rebound.With Q2 deliveries being pre-announced, investors are focused on Q2 margins and the second-half outlook. The analyst pointed out that the drop in vehicle margins of 16.7% was due to increased battery costs.In addition, the Tiger Securities analyst pointed out that NIO is still hoping to deliver 100,000 vehicles in the second half, implying that at least 67,000 will be delivered — which is already double the Q3 guidance.Even though it's an ambitious goal, the new ET5 and ES7 models should drivegrowth volume and make this goal achievable. Finally, the analyst also wrote that he thinks that, in Q3, vehicle margins should also increase due to the improved mix shift, along with price hikes.Our TakeBased on the macroeconomic backdrop and the latest Consumer Price Index (CPIDas ) data, it's likely higher interest rates will persist.Thus, growth stocks like NIO should continue to be impacted in the near term, because their future earnings are less attractive than bonds, which pay more competitive yields in periods like the present.This year alone, NIO's shares have already lost about 34% of their value. This is also due to the influence of delisting risks amid the regulatory conflicts between the U.S. and China.In any case, the path for NIO should continue to be bumpy. But Wall Street thinks the future still looks bright for this stock. Analysts expect NIO's sales growth to be 78% next year, versus an industry consensus of 34% for the broader EV market.In addition, its innovative fast-charging swapping battery technology puts NIO one step ahead of its European and U.S. competitors. NIO's entry into the European market — including the launch of a manufacturing facility in Europe — are also further indications of exponential growth in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998600052,"gmtCreate":1660971173778,"gmtModify":1676536433678,"author":{"id":"4111138233826472","authorId":"4111138233826472","name":"MacXzero","avatar":"https://community-static.tradeup.com/news/372d081febae7e255ef5fbf0e6230957","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998600052","repostId":"2260126340","repostType":4,"repost":{"id":"2260126340","pubTimestamp":1660962485,"share":"https://www.laohu8.com/m/news/2260126340?lang=&edition=full","pubTime":"2022-08-20 10:28","market":"us","language":"en","title":"3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2260126340","media":"Motley Fool","summary":"A lot of surprising companies are paring back their payrolls lately. Some of them should bounce back soon.","content":"<html><head></head><body><p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn&#39;t mean that you should &#34;lay off&#34; the stocks.</p><p><b>Shopify</b>,<b> Wayfair</b>, and <b>Netflix</b> have all stunned the market by announcing plans to eliminate personnel. It doesn&#39;t mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let&#39;s see why they could be potential buy candidates here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92cb68d5dd36548b06d82d526552a624\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Shopify</h2><p>There was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn&#39;t play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.</p><p>Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company&#39;s initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.</p><p>Business has slowed, and that makes the stock&#39;s valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It&#39;s empowering merchants, and that&#39;s a long-term approach to success.</p><h2>2. Wayfair</h2><p>The latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it&#39;s reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it&#39;s real. The layoffs cover 5% of its global workforce and 10% of its corporate team.</p><p>Wayfair became one of the market&#39;s biggest winners during the early stages of the pandemic, as local showrooms weren&#39;t open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.</p><p>It&#39;s not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country&#39;s initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair&#39;s sales are still 40% higher than they were three years ago.</p><p>The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it&#39;s a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.</p><h2>3. Netflix</h2><p>It&#39;s not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.</p><p>The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it&#39;s easy to believe that the worst is over for the top dog of streaming-service stocks.</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 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"W":"Wayfair","SHOP":"Shopify Inc","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260126340","content_text":"There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn't mean that you should \"lay off\" the stocks.Shopify, Wayfair, and Netflix have all stunned the market by announcing plans to eliminate personnel. It doesn't mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let's see why they could be potential buy candidates here.Image source: Getty Images.1. ShopifyThere was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn't play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company's initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.Business has slowed, and that makes the stock's valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It's empowering merchants, and that's a long-term approach to success.2. WayfairThe latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it's reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it's real. The layoffs cover 5% of its global workforce and 10% of its corporate team.Wayfair became one of the market's biggest winners during the early stages of the pandemic, as local showrooms weren't open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.It's not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country's initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair's sales are still 40% higher than they were three years ago.The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it's a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.3. NetflixIt's not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it's easy to believe that the worst is over for the top dog of streaming-service stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}