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@零态LT:出海人終於熬到曙光｜出海專題
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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/9925265951","repostId":"621327264","repostType":1,"repost":{"id":621327264,"gmtCreate":1672035953161,"gmtModify":1676538625330,"author":{"id":"3492809199172925","authorId":"3492809199172925","name":"零态LT","avatar":"https://static.tigerbbs.com/1a116a388fc078692ae1fadda81ff1d2","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"出海人終於熬到曙光｜出海專題","htmlText":"2020～2021年，受地緣以及疫情黑天鵝影響，中國創業者出海無疑正在經歷前所未有之新變局。時針已經撥進2022年，他們目前的境況如何？有哪些經驗和教訓值得分享？出海未來是否還有機會？零態LT特推出出海觀察欄目《出海反光鏡》，從多個維度記錄中國企業出海新徵程。本文是該系列第25篇，聚焦疫情放開後，出海人的復甦時刻，以及他們的篤定、信心與希冀。2022年對於所有出海人而言，由於地緣政治、全球疫情、通貨膨脹、物流波動等因素，不安全感始終籠罩其中，隨着疫情放開，生產經營秩序正在重構，希冀與曙光已成爲當下經濟體關鍵詞。毫無疑問，經濟、信心大復甦時刻來臨。“拼了！多地政府組團‘出海’搶訂單”“浙江千團萬企出海”“幹在實處、走在前列、勇立潮頭。”新聞版面上的好消息不斷襲來，千團萬企集體馬不停蹄出海搶訂單。“一次見面，勝過千封郵件。”自12月初，浙江“千團萬企拓市場搶訂單行動”高亢展開，征戰全球市場。喊着激昂口號的出海創變者們，開啓了出國拜訪客戶的堅定步伐。中央財辦副主任尹豔林在“中國財富管理50人論壇·2022年會”上表示，明年中國發展有利因素增多，經濟運行有望整體好轉。中國經濟已挺過了最困難時刻。隨着優化調整疫情防控政策的落實，人流、物流將更加順暢，經濟社會生活各領域都有望加快恢復，經濟活力將得到有效釋放。“億企加油，全力以復”，全民精氣神提起來了。01確定性與藍海出海人追風逐日12月11日，浙江杭州。一位出海創業者與商務局工作人員正在溝通出海搶單，他們正在詢問當下政策，自從得知城市開放後，出海搶單團隊第二天凌晨4點便趕赴浦東機場，希望能把過往丟失的訂單“拿回來”。得知出海人的緊急情況，商務局立馬拉了工作小組跟進，除此之外，浙江出海搶訂單，機票即享有70%補貼。在政策、經濟等一系列確定性因素支持下，中國創業者繼續在海外“追風逐日”。毫無疑問，放開之後，企業出海的步伐會快速加速。“畢竟","listText":"2020～2021年，受地緣以及疫情黑天鵝影響，中國創業者出海無疑正在經歷前所未有之新變局。時針已經撥進2022年，他們目前的境況如何？有哪些經驗和教訓值得分享？出海未來是否還有機會？零態LT特推出出海觀察欄目《出海反光鏡》，從多個維度記錄中國企業出海新徵程。本文是該系列第25篇，聚焦疫情放開後，出海人的復甦時刻，以及他們的篤定、信心與希冀。2022年對於所有出海人而言，由於地緣政治、全球疫情、通貨膨脹、物流波動等因素，不安全感始終籠罩其中，隨着疫情放開，生產經營秩序正在重構，希冀與曙光已成爲當下經濟體關鍵詞。毫無疑問，經濟、信心大復甦時刻來臨。“拼了！多地政府組團‘出海’搶訂單”“浙江千團萬企出海”“幹在實處、走在前列、勇立潮頭。”新聞版面上的好消息不斷襲來，千團萬企集體馬不停蹄出海搶訂單。“一次見面，勝過千封郵件。”自12月初，浙江“千團萬企拓市場搶訂單行動”高亢展開，征戰全球市場。喊着激昂口號的出海創變者們，開啓了出國拜訪客戶的堅定步伐。中央財辦副主任尹豔林在“中國財富管理50人論壇·2022年會”上表示，明年中國發展有利因素增多，經濟運行有望整體好轉。中國經濟已挺過了最困難時刻。隨着優化調整疫情防控政策的落實，人流、物流將更加順暢，經濟社會生活各領域都有望加快恢復，經濟活力將得到有效釋放。“億企加油，全力以復”，全民精氣神提起來了。01確定性與藍海出海人追風逐日12月11日，浙江杭州。一位出海創業者與商務局工作人員正在溝通出海搶單，他們正在詢問當下政策，自從得知城市開放後，出海搶單團隊第二天凌晨4點便趕赴浦東機場，希望能把過往丟失的訂單“拿回來”。得知出海人的緊急情況，商務局立馬拉了工作小組跟進，除此之外，浙江出海搶訂單，機票即享有70%補貼。在政策、經濟等一系列確定性因素支持下，中國創業者繼續在海外“追風逐日”。毫無疑問，放開之後，企業出海的步伐會快速加速。“畢竟","text":"2020～2021年，受地緣以及疫情黑天鵝影響，中國創業者出海無疑正在經歷前所未有之新變局。時針已經撥進2022年，他們目前的境況如何？有哪些經驗和教訓值得分享？出海未來是否還有機會？零態LT特推出出海觀察欄目《出海反光鏡》，從多個維度記錄中國企業出海新徵程。本文是該系列第25篇，聚焦疫情放開後，出海人的復甦時刻，以及他們的篤定、信心與希冀。2022年對於所有出海人而言，由於地緣政治、全球疫情、通貨膨脹、物流波動等因素，不安全感始終籠罩其中，隨着疫情放開，生產經營秩序正在重構，希冀與曙光已成爲當下經濟體關鍵詞。毫無疑問，經濟、信心大復甦時刻來臨。“拼了！多地政府組團‘出海’搶訂單”“浙江千團萬企出海”“幹在實處、走在前列、勇立潮頭。”新聞版面上的好消息不斷襲來，千團萬企集體馬不停蹄出海搶訂單。“一次見面，勝過千封郵件。”自12月初，浙江“千團萬企拓市場搶訂單行動”高亢展開，征戰全球市場。喊着激昂口號的出海創變者們，開啓了出國拜訪客戶的堅定步伐。中央財辦副主任尹豔林在“中國財富管理50人論壇·2022年會”上表示，明年中國發展有利因素增多，經濟運行有望整體好轉。中國經濟已挺過了最困難時刻。隨着優化調整疫情防控政策的落實，人流、物流將更加順暢，經濟社會生活各領域都有望加快恢復，經濟活力將得到有效釋放。“億企加油，全力以復”，全民精氣神提起來了。01確定性與藍海出海人追風逐日12月11日，浙江杭州。一位出海創業者與商務局工作人員正在溝通出海搶單，他們正在詢問當下政策，自從得知城市開放後，出海搶單團隊第二天凌晨4點便趕赴浦東機場，希望能把過往丟失的訂單“拿回來”。得知出海人的緊急情況，商務局立馬拉了工作小組跟進，除此之外，浙江出海搶訂單，機票即享有70%補貼。在政策、經濟等一系列確定性因素支持下，中國創業者繼續在海外“追風逐日”。毫無疑問，放開之後，企業出海的步伐會快速加速。“畢竟","images":[{"img":"https://static.tigerbbs.com/345261a7cea0982da0091f1685dee3ac"},{"img":"https://static.tigerbbs.com/4afea2e2ff09ae9deced8308a7b777e3"},{"img":"https://static.tigerbbs.com/20a1c9e84917e57e1eb287ef6c3745dd"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621327264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984493234,"gmtCreate":1667701877329,"gmtModify":1676537953671,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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like, many thanks 🤓"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9070231606,"gmtCreate":1657066136305,"gmtModify":1676535941984,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>oo","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>oo","text":"$Grab 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11:08","market":"us","language":"en","title":"From Growth to Profitability - Analyzing the Turn of Meta's Story","url":"https://stock-news.laohu8.com/highlight/detail?id=1147666168","media":"Simply Wall St","summary":"Key takeaways:Meta's stock price is dropping, likely because investors anticipate a reduction in spe","content":"<html><head></head><body><p><b>Key takeaways:</b></p><ul><li>Meta's stock price is dropping, likely because investors anticipate a reduction in spend by advertisers, directly impacting the future bottom line.</li><li>The company is attempting to counter this by lowering expenses, freezing hiring till the end of 2022, and shifting the priority from growth to profit.</li><li>The pessimistic outlook, presented by Snap Inc., served as a catalyst for the price drop, while investors that are bullish on Meta may consider this as a possible opportunity.</li></ul><p><img src=\"https://static.tigerbbs.com/7995c22d9c7113dc0d56b3fa0147e5ea\" tg-width=\"1136\" tg-height=\"411\" width=\"100%\" height=\"auto\"/></p><p><b>Meta Platforms, Inc.'s</b> (NASDAQ:FB) has been in the news lately, primarily centered around the partial hiring halt of the company, as uncertainties regarding the future growth and profitability mount. In this article, we will go through some key fundamentals of Meta, and see what the change in direction may mean for the company.</p><p>First, we need to establish the current performance of the company. Meta had an impressive track record in the last two years, mostly boosted by the pandemic along with a low interest rate environment. The stock peaked at about US$380 per share in September 2021, and gradually started declining, until the sudden drop in February 2022. Meta lost about 40% of its market cap in the last 12 months, and has been trading mostly flat ever since.</p><p><b>Analyzing Growth</b></p><p>Considering the fundamentals, we can see that Meta has made large strides in growth <b>since 2016</b>, when the company made US$27.6b in revenue, to the first quarter of 2022, when Meta made US$120b in trailing twelve moth revenue. This reflects a <b>total growth of about 330%.</b></p><p>Looking at the annual growth performance, we can see that Meta had a <b>CAGR</b>- (Compound Annual Growth Rate) of <b>31.6% in the last 5 years</b>. This high growth rate is partly what was responsible for high investor enthusiasm when the stock was priced around US$1 Trillion.</p><p>In the chart below, we can see the jump in financial performance during this period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f15cf71fcb1dfcbef67fa659f370609\" tg-width=\"821\" tg-height=\"560\" width=\"100%\" height=\"auto\"/><span>NasdaqGS:FB Earnings and Revenue History May 24th 2022</span></p><p><b>Profitability</b></p><p>In the past 3 years,Meta's net income margin has slowly declined from 41% at the end of 2018, to 31.2% in the last twelve months.</p><p>The free cash flows however, paint a slightly different picture for investors, and are currently at US$39.8b. Investors seem to be pricing-in little to flat revenue growth for Meta, but as long as the cash flows don't decline, the company can regain investors' confidence.</p><p>That is why it is important to look at what analysts are forecasting in terms of both top and bottom line for Meta.Reviewing their forecasts, it seems that analysts expect the company to grow revenues at 12.7% annually, and earnings at 13.7%.</p><p>Should Meta's leadership manage to achieve these projections, then there is a case to be made that the company may be undervalued.</p><p><b>Potential Pressures</b></p><p>As we noted in the introduction, Meta announced a hiring freeze for mid-senior roles until the end of the year. This may indicate that the company is trying to save money in order to reach their target bottom line - After the small growth drop in the previous quarter, management may be understandably more strict with spending, and will attempt to make sure that the company is on track for shareholders.</p><p>The company seems to be internally changing course, as the press releases for the big Metaverse project have slowed down, possibly indicating that Meta is changing the short-term focus to profitability. The Reality Labs - their Metaverse project, are a drain on current profitability, and the company has <b>revised their target spending from US$90-95b to US$87-92b.</b>This may be interpreted as a sign that the company is bracing for economic headwinds, as was noted by the leaked letter of Meta's CFO to employees.</p><p>The second pressure, is the notable drop in <b>Snap's</b> (NYSE:SNAP) stock price of 40% in a day. This is seen as a precursor to lower economic activity, which has the effect of pulling companies like Meta and Alphabet (NASDAQ:GOOGL) down with it.</p><p>Investors are becoming more reserved when looking at the future of online advertisers, which could conversely make them oversold, and for bullish investors this can become an opportunity.</p><p><b>Conclusion</b></p><p>Meta has a very impressive historical performance, and <b>even if the company only manages to retain current profitability levels,</b> it may justify a higher market valuation.</p><p>The future is arguably becoming a looming threat for Meta, in case a larger than anticipated decline in earnings happens, we should remind ourselves that Meta is still making US$40b in free cash flows for investors, with a 31.2% net margin, giving it a significant amount of moat.</p><p>In this article, we've looked at a number of factors that can impair the utility of profit numbers.But there are plenty of other ways to inform your opinion of a company.Some people consider a high return on equity to be a good sign of a quality business.So you may wish to see this <b>free</b> collection of companies boasting high return on equity, or this list of stocks that insiders are buying.</p></body></html>","source":"lsy1580989461469","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>From Growth to Profitability - Analyzing the Turn of Meta's Story</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFrom Growth to Profitability - Analyzing the Turn of Meta's Story\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 11:08 GMT+8 <a href=https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/from-growth-to-profitability-analyzing-the-turn-of-metas-nas><strong>Simply Wall St</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key takeaways:Meta's stock price is dropping, likely because investors anticipate a reduction in spend by advertisers, directly impacting the future bottom line.The company is attempting to counter ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/from-growth-to-profitability-analyzing-the-turn-of-metas-nas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://simplywall.st/stocks/us/media/nasdaq-fb/meta-platforms/news/from-growth-to-profitability-analyzing-the-turn-of-metas-nas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147666168","content_text":"Key takeaways:Meta's stock price is dropping, likely because investors anticipate a reduction in spend by advertisers, directly impacting the future bottom line.The company is attempting to counter this by lowering expenses, freezing hiring till the end of 2022, and shifting the priority from growth to profit.The pessimistic outlook, presented by Snap Inc., served as a catalyst for the price drop, while investors that are bullish on Meta may consider this as a possible opportunity.Meta Platforms, Inc.'s (NASDAQ:FB) has been in the news lately, primarily centered around the partial hiring halt of the company, as uncertainties regarding the future growth and profitability mount. In this article, we will go through some key fundamentals of Meta, and see what the change in direction may mean for the company.First, we need to establish the current performance of the company. Meta had an impressive track record in the last two years, mostly boosted by the pandemic along with a low interest rate environment. The stock peaked at about US$380 per share in September 2021, and gradually started declining, until the sudden drop in February 2022. Meta lost about 40% of its market cap in the last 12 months, and has been trading mostly flat ever since.Analyzing GrowthConsidering the fundamentals, we can see that Meta has made large strides in growth since 2016, when the company made US$27.6b in revenue, to the first quarter of 2022, when Meta made US$120b in trailing twelve moth revenue. This reflects a total growth of about 330%.Looking at the annual growth performance, we can see that Meta had a CAGR- (Compound Annual Growth Rate) of 31.6% in the last 5 years. This high growth rate is partly what was responsible for high investor enthusiasm when the stock was priced around US$1 Trillion.In the chart below, we can see the jump in financial performance during this period.NasdaqGS:FB Earnings and Revenue History May 24th 2022ProfitabilityIn the past 3 years,Meta's net income margin has slowly declined from 41% at the end of 2018, to 31.2% in the last twelve months.The free cash flows however, paint a slightly different picture for investors, and are currently at US$39.8b. Investors seem to be pricing-in little to flat revenue growth for Meta, but as long as the cash flows don't decline, the company can regain investors' confidence.That is why it is important to look at what analysts are forecasting in terms of both top and bottom line for Meta.Reviewing their forecasts, it seems that analysts expect the company to grow revenues at 12.7% annually, and earnings at 13.7%.Should Meta's leadership manage to achieve these projections, then there is a case to be made that the company may be undervalued.Potential PressuresAs we noted in the introduction, Meta announced a hiring freeze for mid-senior roles until the end of the year. This may indicate that the company is trying to save money in order to reach their target bottom line - After the small growth drop in the previous quarter, management may be understandably more strict with spending, and will attempt to make sure that the company is on track for shareholders.The company seems to be internally changing course, as the press releases for the big Metaverse project have slowed down, possibly indicating that Meta is changing the short-term focus to profitability. The Reality Labs - their Metaverse project, are a drain on current profitability, and the company has revised their target spending from US$90-95b to US$87-92b.This may be interpreted as a sign that the company is bracing for economic headwinds, as was noted by the leaked letter of Meta's CFO to employees.The second pressure, is the notable drop in Snap's (NYSE:SNAP) stock price of 40% in a day. This is seen as a precursor to lower economic activity, which has the effect of pulling companies like Meta and Alphabet (NASDAQ:GOOGL) down with it.Investors are becoming more reserved when looking at the future of online advertisers, which could conversely make them oversold, and for bullish investors this can become an opportunity.ConclusionMeta has a very impressive historical performance, and even if the company only manages to retain current profitability levels, it may justify a higher market valuation.The future is arguably becoming a looming threat for Meta, in case a larger than anticipated decline in earnings happens, we should remind ourselves that Meta is still making US$40b in free cash flows for investors, with a 31.2% net margin, giving it a significant amount of moat.In this article, we've looked at a number of factors that can impair the utility of profit numbers.But there are plenty of other ways to inform your opinion of a company.Some people consider a high return on equity to be a good sign of a quality business.So you may wish to see this free collection of companies boasting high return on equity, or this list of stocks that insiders are buying.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025096462,"gmtCreate":1653604538856,"gmtModify":1676535310144,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SLF.AU\">$SPDR S&P/ASX 200 Listed Property(SLF.AU)$</a>👍","listText":"<a href=\"https://ttm.financial/S/SLF.AU\">$SPDR S&P/ASX 200 Listed Property(SLF.AU)$</a>👍","text":"$SPDR S&P/ASX 200 Listed Property(SLF.AU)$👍","images":[{"img":"https://community-static.tradeup.com/news/470aec5f0e93c1f9bbf4ac4dc58f49f7","width":"1125","height":"2103"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025096462","isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914770015,"gmtCreate":1665373064237,"gmtModify":1676537594987,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GPRO\">$GoPro(GPRO)$</a>00","listText":"<a 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Holdings(GRAB)$00","images":[{"img":"https://community-static.tradeup.com/news/30f428175b000d3d33283187f0831cc3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072350866","isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9057014868,"gmtCreate":1655435517454,"gmtModify":1676535639486,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Oo","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Oo","text":"$Grab 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Holdings(GRAB)$oo","images":[{"img":"https://community-static.tradeup.com/news/535fbc3d54696df7b2e37da2ef715ee9","width":"1242","height":"1968"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056941057","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9051632802,"gmtCreate":1654679304706,"gmtModify":1676535490937,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>oo","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>oo","text":"$Grab Holdings(GRAB)$oo","images":[{"img":"https://community-static.tradeup.com/news/851b29713553a512c25c015b7322159b","width":"1242","height":"1968"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051632802","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9024951099,"gmtCreate":1653791499811,"gmtModify":1676535342155,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024951099","repostId":"9022427069","repostType":1,"repost":{"id":9022427069,"gmtCreate":1653572927652,"gmtModify":1676535306003,"author":{"id":"4111672813268112","authorId":"4111672813268112","name":"Pensive N.","avatar":"https://community-static.tradeup.com/news/41e33718176caaffc855db7b1f619f79","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Macro Trading Opportunities: US Yields Signal More Selling?","htmlText":"Macro Edge #39 Originally posted on: thepensivenugget.com US yields aren’t pushing higher anymore, regardless of the Fed’s hikes, or crazy inflation. If US yields keep falling, global markets are in for more chaos. US Long Yields May Signal More Global Sell Offs US 10y and 30y yields may have made their cyclical highs and are turning lower as the global cycle shifts Yields can’t seem to rally further even with record inflation and a very hawkish Fed (US 2y yields are in the same boat) Together with the broadly stronger USD and flat yield curve, global markets are looking at further, and possibly steeper, sell offs The USD is broadly stronger against a whole host of currencies. Stress levels in USD funding markets are obviously high, and still increasing Global USD funding conditions a","listText":"Macro Edge #39 Originally posted on: thepensivenugget.com US yields aren’t pushing higher anymore, regardless of the Fed’s hikes, or crazy inflation. If US yields keep falling, global markets are in for more chaos. US Long Yields May Signal More Global Sell Offs US 10y and 30y yields may have made their cyclical highs and are turning lower as the global cycle shifts Yields can’t seem to rally further even with record inflation and a very hawkish Fed (US 2y yields are in the same boat) Together with the broadly stronger USD and flat yield curve, global markets are looking at further, and possibly steeper, sell offs The USD is broadly stronger against a whole host of currencies. Stress levels in USD funding markets are obviously high, and still increasing Global USD funding conditions a","text":"Macro Edge #39 Originally posted on: thepensivenugget.com US yields aren’t pushing higher anymore, regardless of the Fed’s hikes, or crazy inflation. If US yields keep falling, global markets are in for more chaos. US Long Yields May Signal More Global Sell Offs US 10y and 30y yields may have made their cyclical highs and are turning lower as the global cycle shifts Yields can’t seem to rally further even with record inflation and a very hawkish Fed (US 2y yields are in the same boat) Together with the broadly stronger USD and flat yield curve, global markets are looking at further, and possibly steeper, sell offs The USD is broadly stronger against a whole host of currencies. Stress levels in USD funding markets are obviously high, and still increasing Global USD funding conditions a","images":[{"img":"https://community-static.tradeup.com/news/f34465600ec1142af5ba8854ee042107","width":"792","height":"596"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022427069","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":19,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022618310,"gmtCreate":1653523607930,"gmtModify":1676535296808,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>🥹🥹","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>🥹🥹","text":"$Grab Holdings(GRAB)$🥹🥹","images":[{"img":"https://community-static.tradeup.com/news/5f62e8fd55c0501ca1327cef7548eabf","width":"1242","height":"1968"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022618310","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9029875741,"gmtCreate":1652760177183,"gmtModify":1676535156996,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>have alook","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$SINGTEL(Z74.SI)$</a>have alook","text":"$SINGTEL(Z74.SI)$have alook","images":[{"img":"https://community-static.tradeup.com/news/01928f5911f729ae277e399123bda7b3","width":"1125","height":"2198"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029875741","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9067387989,"gmtCreate":1652408986941,"gmtModify":1676535095366,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"ojay","listText":"ojay","text":"ojay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067387989","repostId":"1119190100","repostType":4,"repost":{"id":"1119190100","pubTimestamp":1652406122,"share":"https://www.laohu8.com/m/news/1119190100?lang=&edition=full","pubTime":"2022-05-13 09:42","market":"us","language":"en","title":"Buy the Dip in Apple Amidst Supply Chain Woes","url":"https://stock-news.laohu8.com/highlight/detail?id=1119190100","media":"InvestorPlace","summary":"Apple(NASDAQ:AAPL) stock has been trading in the red after it predicted a $4 billion to $8 billion r","content":"<html><head></head><body><p><b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) stock has been trading in the red after it predicted a $4 billion to $8 billion reduction in sales due to ongoing supply constraints.</p><p>Coronavirus-led restrictions in China are likely to take a toll on the company’s quarterly performance in June. Its fiscal second-quarter profits and revenues came ahead of analyst estimates, fueling strong demand for its digital services and the iPhone. Hence, the troubling outlook has cast a shadow on another rock-solid performance by the iPhone maker.</p><p>The Russia/Ukraine War caused major disruptions to supply chains across the globe. It’s been a double-whammy for tech companies, already reeling from chip shortages. Chief Executive Officer Tim Cook stated “We are not immune to these challenges, but we have great confidence in our teams, and our products and services — and in our strategy.”</p><p>Apple’s board is unfazed by these short-term headwinds, authorizing share repurchases worth $90 billion recently. The company’s businesses are performing remarkably well and continue to prove the naysayers wrong.</p><p>Apple produces the largest free cash flows of any company globally and is committed to rewarding its shareholders through dividends and buybacks. Considering its massive balance sheet and resiliency under the challenging conditions at this time, the stock is a relatively safe investment with healthy expectations for further gains in the future.</p><p>Furthermore, with new segments including VR and automotive, the company is likely to have multiple new growth opportunities. The challenging market conditions at this time have created an attractive entry point for investors to load up on AAPL stock.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the Dip in Apple Amidst Supply Chain Woes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the Dip in Apple Amidst Supply Chain Woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-13 09:42 GMT+8 <a href=https://investorplace.com/2022/05/buy-the-dip-in-aapl-stock-amidst-supply-chain-woes/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL) stock has been trading in the red after it predicted a $4 billion to $8 billion reduction in sales due to ongoing supply constraints.Coronavirus-led restrictions in China are likely...</p>\n\n<a href=\"https://investorplace.com/2022/05/buy-the-dip-in-aapl-stock-amidst-supply-chain-woes/\">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://investorplace.com/2022/05/buy-the-dip-in-aapl-stock-amidst-supply-chain-woes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119190100","content_text":"Apple(NASDAQ:AAPL) stock has been trading in the red after it predicted a $4 billion to $8 billion reduction in sales due to ongoing supply constraints.Coronavirus-led restrictions in China are likely to take a toll on the company’s quarterly performance in June. Its fiscal second-quarter profits and revenues came ahead of analyst estimates, fueling strong demand for its digital services and the iPhone. Hence, the troubling outlook has cast a shadow on another rock-solid performance by the iPhone maker.The Russia/Ukraine War caused major disruptions to supply chains across the globe. It’s been a double-whammy for tech companies, already reeling from chip shortages. Chief Executive Officer Tim Cook stated “We are not immune to these challenges, but we have great confidence in our teams, and our products and services — and in our strategy.”Apple’s board is unfazed by these short-term headwinds, authorizing share repurchases worth $90 billion recently. The company’s businesses are performing remarkably well and continue to prove the naysayers wrong.Apple produces the largest free cash flows of any company globally and is committed to rewarding its shareholders through dividends and buybacks. Considering its massive balance sheet and resiliency under the challenging conditions at this time, the stock is a relatively safe investment with healthy expectations for further gains in the future.Furthermore, with new segments including VR and automotive, the company is likely to have multiple new growth opportunities. The challenging market conditions at this time have created an attractive entry point for investors to load up on AAPL stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077691852,"gmtCreate":1658501343976,"gmtModify":1676536168695,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SLF.AU\">$SPDR S&P/ASX 200 Listed Property(SLF.AU)$</a>00","listText":"<a href=\"https://ttm.financial/S/SLF.AU\">$SPDR S&P/ASX 200 Listed Property(SLF.AU)$</a>00","text":"$SPDR S&P/ASX 200 Listed Property(SLF.AU)$00","images":[{"img":"https://community-static.tradeup.com/news/43dc98098689511e976a4837c47a4ba8","width":"1080","height":"2086"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077691852","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9074463905,"gmtCreate":1658392898707,"gmtModify":1676536152256,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074463905","repostId":"9074460025","repostType":1,"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073902014,"gmtCreate":1657257287438,"gmtModify":1676535981230,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","text":"$Grab Holdings(GRAB)$ok","images":[{"img":"https://community-static.tradeup.com/news/cb7af1aee7402174905e98a82cde7dd3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073902014","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079888382,"gmtCreate":1657170826247,"gmtModify":1676535963881,"author":{"id":"4114308703321602","authorId":"4114308703321602","name":"deben","avatar":"https://community-static.tradeup.com/news/2fe59f84feb02f653044411663a26291","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>o","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>o","text":"$Grab Holdings(GRAB)$o","images":[{"img":"https://community-static.tradeup.com/news/3c5cc17d43bbdb234de94f7fc5d11581","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079888382","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}