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2022-10-25

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Some can be highly risky.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>High yields are not always a good thing, with some indicating a high risk of a dividend cut.</p></li><li><p>Some companies have proven they can support a high yield thanks to their solid business fundamentals.</p></li><li><p>Some high-yield stocks have risks that go beyond the financial realm.</p></li></ul><p><strong>Advance Auto Parts</strong> was one of the highest-yielding stocks in the <strong>S&amp;P 500</strong> index not so long ago. And then it drastically reduced its dividend, trimming the quarterly payout by 83%. This is why simply buying the highest yield isn&#39;t always the best idea.</p><p>For those seeking out high yields, here are the four top dividend-yielding stocks in the S&amp;P 500 index at the moment. Let&#39;s take a closer look at each and determine why each company is on the list and whether they will remain there.</p><h2>1. Altria: A slow attrition and a rising risk</h2><p><strong>Altria</strong> sits atop the S&amp;P 500 for dividend yield right now, with a huge 8.5% yield. The company mainly sells cigarettes in the United States under iconic names like Marlboro. This single fact might keep many investors away, given the health issues surrounding cigarettes. But there&#39;s more to the story.</p><p>Altria has long faced a slow attrition of customers as smoking has fallen out of favor. It has been increasing prices to offset the impact, allowing it to keep supporting its big dividend. Meanwhile, it has looked for ways to reach beyond cigarettes.</p><p>There are risks on both sides here. It is likely that, eventually, the number of smokers will drop so low that raising prices will no longer be a viable tactic. And it has made material strategic errors as it looks to expand, including billions in write-offs related to a marijuana investment and its investment in Juul, a vaping company that fell on hard times. Investors with a conservative bent should probably avoid Altria.</p><h2>2. <a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>: Caught up in a crisis that has ended</h2><p><strong>KeyCorp</strong> is a regional U.S. bank with an 8.2% dividend yield. The company&#39;s shares got caught up in the banking crisis in early 2023 when a number of regional banks faced bank runs, and a few ended up closing. However, KeyCorp seems to have held up fairly well, with deposits only falling around 1.6% in the first quarter of the year. While banking and checking account deposits slid nearly 5%, it appears that much of that cash merely shifted to things like CDs, which offer higher yields, within the bank itself.</p><p>That said, KeyCorp&#39;s Tier 1 ratio was 9.1%, which is a bit low compared to the strongest banks. So there is a reason for the high yield. And yet, during the first-quarter 2023 earnings conference call, management highlighted its commitment to the dividend. While this is not a low-risk investment choice, more aggressive types might want to do a deep dive as this could be a case of the baby getting tossed out with the bathwater.</p><h2>3. Lincoln National: Stuck in an insurance rut</h2><p><strong>Lincoln National</strong> has a roughly 7.4% dividend yield. The company operates in the insurance industry. New accounting rules led to a first-quarter 2023 loss of $5.37 per share compared to a profit of $8.39 in the same quarter of 2022. Those two figures help explain why investors might be worried about the dividend here. </p><p>Adding to the concern is that Lincoln National is &#34;Executing on our objectives to rebuild capital and increase ongoing free cash flow,&#34; according to management. Coupled with the red ink, the company is clearly not operating from a position of strength today. Management estimates that its adjusted earnings, which takes out one-time items, totaled $1.52 per share, which is more than enough to pay the stock&#39;s $0.45-per-share quarterly dividend. However, this is clearly a turnaround play right now that&#39;s only appropriate for more aggressive investors.</p><h2>4. Verizon: Operating in a capital-intensive sector</h2><p>Telecom <strong>Verizon Communications</strong> and its roughly 7.2% dividend yield rounds out the list of top S&amp;P 500 dividend stocks. The company is one of the largest cellular service providers in the United States. It also has sizable operations in lines directly into customers&#39; homes, such as its fiber-optic-based FiOS business. It has long been a leading telecom stock and a fairly consistent dividend payer. Although the dividend hasn&#39;t increased every year, it has trended generally higher over time. It is probably the lowest-risk option on this list.</p><p>And yet there are some caveats to consider. For example, the telecom industry is capital-intensive and cellular technology is in the middle of yet another upgrade cycle. Verizon&#39;s balance sheet is heavily leveraged with a debt-to-equity ratio of roughly 1.6 times, a bit higher than the 1.4 times or so of its closest peer, <strong>AT&amp;T</strong>. Also, the company&#39;s legacy businesses are under pressure as more people switch to using cellular-only services. Cellular service, meanwhile, is highly competitive. So Verizon&#39;s high yield exists for a reason, though, given the history here, the company has proven to be an adept competitor and probably offers a good risk/reward balance for most investors.</p><h2>Tread carefully</h2><p>The four companies on this list of high-yield stocks are all very different. They all have high yields for a reason, with some in a better position to sustain the dividends than others. KeyCorp and Verizon are probably the most attractive, given their histories and businesses. Altria and Lincoln National are more risky, with Altria bringing up social issues that might lead investors to look elsewhere. </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 Dividend Payers of the S&P 500</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 Dividend Payers of the S&P 500\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-23 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/22/4-top-dividend-payers-of-the-sp-500/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSHigh yields are not always a good thing, with some indicating a high risk of a dividend cut.Some companies have proven they can support a high yield thanks to their solid business ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/22/4-top-dividend-payers-of-the-sp-500/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","KEY":"KeyCorp","BK4550":"红杉资本持仓","VZ":"威瑞森","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","MO":"奥驰亚","BK4559":"巴菲特持仓","BK4581":"高盛持仓","BK4588":"碎股","LNC":"林肯国民"},"source_url":"https://www.fool.com/investing/2023/06/22/4-top-dividend-payers-of-the-sp-500/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345752034","content_text":"KEY POINTSHigh yields are not always a good thing, with some indicating a high risk of a dividend cut.Some companies have proven they can support a high yield thanks to their solid business fundamentals.Some high-yield stocks have risks that go beyond the financial realm.Advance Auto Parts was one of the highest-yielding stocks in the S&P 500 index not so long ago. And then it drastically reduced its dividend, trimming the quarterly payout by 83%. This is why simply buying the highest yield isn't always the best idea.For those seeking out high yields, here are the four top dividend-yielding stocks in the S&P 500 index at the moment. Let's take a closer look at each and determine why each company is on the list and whether they will remain there.1. Altria: A slow attrition and a rising riskAltria sits atop the S&P 500 for dividend yield right now, with a huge 8.5% yield. The company mainly sells cigarettes in the United States under iconic names like Marlboro. This single fact might keep many investors away, given the health issues surrounding cigarettes. But there's more to the story.Altria has long faced a slow attrition of customers as smoking has fallen out of favor. It has been increasing prices to offset the impact, allowing it to keep supporting its big dividend. Meanwhile, it has looked for ways to reach beyond cigarettes.There are risks on both sides here. It is likely that, eventually, the number of smokers will drop so low that raising prices will no longer be a viable tactic. And it has made material strategic errors as it looks to expand, including billions in write-offs related to a marijuana investment and its investment in Juul, a vaping company that fell on hard times. Investors with a conservative bent should probably avoid Altria.2. KeyCorp: Caught up in a crisis that has endedKeyCorp is a regional U.S. bank with an 8.2% dividend yield. The company's shares got caught up in the banking crisis in early 2023 when a number of regional banks faced bank runs, and a few ended up closing. However, KeyCorp seems to have held up fairly well, with deposits only falling around 1.6% in the first quarter of the year. While banking and checking account deposits slid nearly 5%, it appears that much of that cash merely shifted to things like CDs, which offer higher yields, within the bank itself.That said, KeyCorp's Tier 1 ratio was 9.1%, which is a bit low compared to the strongest banks. So there is a reason for the high yield. And yet, during the first-quarter 2023 earnings conference call, management highlighted its commitment to the dividend. While this is not a low-risk investment choice, more aggressive types might want to do a deep dive as this could be a case of the baby getting tossed out with the bathwater.3. Lincoln National: Stuck in an insurance rutLincoln National has a roughly 7.4% dividend yield. The company operates in the insurance industry. New accounting rules led to a first-quarter 2023 loss of $5.37 per share compared to a profit of $8.39 in the same quarter of 2022. Those two figures help explain why investors might be worried about the dividend here. Adding to the concern is that Lincoln National is \"Executing on our objectives to rebuild capital and increase ongoing free cash flow,\" according to management. Coupled with the red ink, the company is clearly not operating from a position of strength today. Management estimates that its adjusted earnings, which takes out one-time items, totaled $1.52 per share, which is more than enough to pay the stock's $0.45-per-share quarterly dividend. However, this is clearly a turnaround play right now that's only appropriate for more aggressive investors.4. Verizon: Operating in a capital-intensive sectorTelecom Verizon Communications and its roughly 7.2% dividend yield rounds out the list of top S&P 500 dividend stocks. The company is one of the largest cellular service providers in the United States. It also has sizable operations in lines directly into customers' homes, such as its fiber-optic-based FiOS business. It has long been a leading telecom stock and a fairly consistent dividend payer. Although the dividend hasn't increased every year, it has trended generally higher over time. It is probably the lowest-risk option on this list.And yet there are some caveats to consider. For example, the telecom industry is capital-intensive and cellular technology is in the middle of yet another upgrade cycle. Verizon's balance sheet is heavily leveraged with a debt-to-equity ratio of roughly 1.6 times, a bit higher than the 1.4 times or so of its closest peer, AT&T. Also, the company's legacy businesses are under pressure as more people switch to using cellular-only services. Cellular service, meanwhile, is highly competitive. So Verizon's high yield exists for a reason, though, given the history here, the company has proven to be an adept competitor and probably offers a good risk/reward balance for most investors.Tread carefullyThe four companies on this list of high-yield stocks are all very different. They all have high yields for a reason, with some in a better position to sustain the dividends than others. KeyCorp and Verizon are probably the most attractive, given their histories and businesses. Altria and Lincoln National are more risky, with Altria bringing up social issues that might lead investors to look elsewhere.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988137245,"gmtCreate":1666690490191,"gmtModify":1676537790411,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/R14.SI\">$ENECO ENERGY LIMITED(R14.SI)$</a>","listText":"<a href=\"https://ttm.financial/S/R14.SI\">$ENECO ENERGY LIMITED(R14.SI)$</a>","text":"$ENECO ENERGY LIMITED(R14.SI)$","images":[{"img":"https://community-static.tradeup.com/news/bcd5b7c7546bf35c5ae611448dc35e6f","width":"720","height":"1435"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988137245","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9988137891,"gmtCreate":1666690449417,"gmtModify":1676537790405,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988137891","repostId":"1103591408","repostType":4,"repost":{"id":"1103591408","pubTimestamp":1666688726,"share":"https://ttm.financial/m/news/1103591408?lang=&edition=fundamental","pubTime":"2022-10-25 17:05","market":"us","language":"en","title":"Better Cloud Stock: Zoom Video Communications vs. RingCentral","url":"https://stock-news.laohu8.com/highlight/detail?id=1103591408","media":"Motley Fool","summary":"Which cloud-based communications company is a better buy?","content":"<html><head></head><body><p><b>Zoom Video Communications</b> and <b>RingCentral</b> both disrupted traditional phone calls with cloud-based communication services. Zoom, which was founded in 2011, initially simplified online video calls before rolling out voice-only calls and other collaboration features. RingCentral, which was founded in 1999, created a cloud-based private branch exchange (PBX) business telephone system called RingCentral Office. It subsequently expanded that ecosystem with virtual fax services, collaboration tools, and videoconferencing tools licensed from Zoom.</p><p>Investors flocked to both stocks during the buying frenzy in growth stocks in 2020 and 2021. Zoom&#39;s stock closed at an all-time high of $568.34 in October 2020, but it now trades at roughly $80. Likewise, RingCentral&#39;s stock reached its all-time high of $443.29 last February, but it&#39;s now worth about $33 a share. Both stocks fizzled out as rising interest rates drove investors away from higher-growth tech stocks. But is either beaten-down cloud communications stock still worth buying today?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/551b604850d9dd52414603a93be0be04\" tg-width=\"1920\" tg-height=\"1300\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: ZOOM.</span></p><h2>What happened to Zoom?</h2><p>Zoom&#39;s revenue soared 326% to $2.7 billion in fiscal 2021, which ended in January of the calendar year, as more people worked from home, attended online classes, and stayed in touch through screens throughout the pandemic. Zoom&#39;s catchy brand and streamlined interface enabled it to disrupt older videoconference platforms like <b>Microsoft</b>&#39;s Skype and <b>Cisco</b>&#39;s Webex. Its meteoric growth prompted many other tech companies to launch similar services.</p><p>But in fiscal 2022, Zoom&#39;s revenue only rose 55% to $4.1 billion as the lockdown measures ended. In fiscal 2023, it expects its revenue to increase a mere 7% to about $4.4 billion, which indicates its high-growth days are over.</p><p>Last year, Zoom attempted to buy <b>Five9</b>, a provider of cloud-based contact center software, to expand its ecosystem and boost its sales as its core business cooled off. But Five9&#39;s investors rejected Zoom&#39;s offer and the deal was terminated last September.</p><p>Zoom is still profitable by both generally accepted accounting principles (GAAP) and non-GAAP (adjusted) measures. After surging a whopping 854% in fiscal 2021, Zoom&#39;s non-GAAP earnings per share (EPS) increased another 52% in fiscal 2022. But in fiscal 2023, it&#39;s bracing for a 27% to 28% decline as it ramps up its spending on new features.</p><p>Zoom believes that some of those new features -- like Zoom Phone (for audio calls and text messages), Zoom IQ (for managing sales teams), and Zoom&#39;s Contact Center (for intra-office and customer service communications) -- will stabilize its long-term growth. However, that expansion could also fragment its ecosystem, dilute its brand, and force it to compete more aggressively against diversified cloud-based enterprise communications platforms like Microsoft Teams.</p><h2>What happened to RingCentral?</h2><p>RingCentral generated more stable growth than Zoom over the past two years because it primarily served businesses instead of mainstream customers. The pandemic forced businesses to continue relying on its cloud-based collaboration services, but it also temporary throttled its growth in new customers.</p><p>As a result, RingCentral didn&#39;t experience a huge growth spurt or a slowdown during the pandemic. Instead, it grew at a steady pace -- and its growth accelerated after the pandemic ended and it started to lock in more businesses again.</p><p>RingCentral&#39;s revenue rose 31% to $1.2 billion in 2020 and grew 35% to $1.6 billion in 2021. It expects its revenue to increase another 27% to 28% this year, even though it admitted that its larger customers were starting to exhibit more &#34;cautious buying behavior&#34; as they assessed the macro headwinds.</p><p>RingCentral still isn&#39;t profitable on a GAAP basis. But on a non-GAAP basis, its earnings per share rose 20% in 2020, increased 37% in 2021, and it expects 43% to 46% growth this year. Like Zoom, RingCentral believes the secular shift toward remote and hybrid work will drive its long-term growth.</p><p>However, the bears think that RingCentral will struggle as Zoom, Microsoft, and other companies gradually creep into its backyard with audio-only calls, cloud-based storage services, and other collaboration tools. Zoom also plans to stop licensing its technology to RingCentral for its videoconferencing services in the near future, and the imminent end of that partnership (which started in 2013) has forced RingCentral to build its own first-party videoconferencing platform. Those investments could squeeze its near-term margins.</p><h2>Which cloud stock is the better value?</h2><p>Zoom&#39;s stock trades at 21 times forward earnings, while RingCentral has a much lower forward price-to-earnings ratio of 14. That lower valuation, along with its more broadly diversified business and higher growth rates, make RingCentral a much better investment in the disruption of legacy enterprise communications services than Zoom, which has yet to prove that it can actually evolve into a more diversified cloud-based communications giant.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Cloud Stock: Zoom Video Communications vs. RingCentral</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Cloud Stock: Zoom Video Communications vs. RingCentral\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 17:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/25/better-cloud-stock-zoom-video-communications-vs-ri/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zoom Video Communications and RingCentral both disrupted traditional phone calls with cloud-based communication services. Zoom, which was founded in 2011, initially simplified online video calls ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/25/better-cloud-stock-zoom-video-communications-vs-ri/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","RNG":"Ringcentral Inc."},"source_url":"https://www.fool.com/investing/2022/10/25/better-cloud-stock-zoom-video-communications-vs-ri/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103591408","content_text":"Zoom Video Communications and RingCentral both disrupted traditional phone calls with cloud-based communication services. Zoom, which was founded in 2011, initially simplified online video calls before rolling out voice-only calls and other collaboration features. RingCentral, which was founded in 1999, created a cloud-based private branch exchange (PBX) business telephone system called RingCentral Office. It subsequently expanded that ecosystem with virtual fax services, collaboration tools, and videoconferencing tools licensed from Zoom.Investors flocked to both stocks during the buying frenzy in growth stocks in 2020 and 2021. Zoom's stock closed at an all-time high of $568.34 in October 2020, but it now trades at roughly $80. Likewise, RingCentral's stock reached its all-time high of $443.29 last February, but it's now worth about $33 a share. Both stocks fizzled out as rising interest rates drove investors away from higher-growth tech stocks. But is either beaten-down cloud communications stock still worth buying today?IMAGE SOURCE: ZOOM.What happened to Zoom?Zoom's revenue soared 326% to $2.7 billion in fiscal 2021, which ended in January of the calendar year, as more people worked from home, attended online classes, and stayed in touch through screens throughout the pandemic. Zoom's catchy brand and streamlined interface enabled it to disrupt older videoconference platforms like Microsoft's Skype and Cisco's Webex. Its meteoric growth prompted many other tech companies to launch similar services.But in fiscal 2022, Zoom's revenue only rose 55% to $4.1 billion as the lockdown measures ended. In fiscal 2023, it expects its revenue to increase a mere 7% to about $4.4 billion, which indicates its high-growth days are over.Last year, Zoom attempted to buy Five9, a provider of cloud-based contact center software, to expand its ecosystem and boost its sales as its core business cooled off. But Five9's investors rejected Zoom's offer and the deal was terminated last September.Zoom is still profitable by both generally accepted accounting principles (GAAP) and non-GAAP (adjusted) measures. After surging a whopping 854% in fiscal 2021, Zoom's non-GAAP earnings per share (EPS) increased another 52% in fiscal 2022. But in fiscal 2023, it's bracing for a 27% to 28% decline as it ramps up its spending on new features.Zoom believes that some of those new features -- like Zoom Phone (for audio calls and text messages), Zoom IQ (for managing sales teams), and Zoom's Contact Center (for intra-office and customer service communications) -- will stabilize its long-term growth. However, that expansion could also fragment its ecosystem, dilute its brand, and force it to compete more aggressively against diversified cloud-based enterprise communications platforms like Microsoft Teams.What happened to RingCentral?RingCentral generated more stable growth than Zoom over the past two years because it primarily served businesses instead of mainstream customers. The pandemic forced businesses to continue relying on its cloud-based collaboration services, but it also temporary throttled its growth in new customers.As a result, RingCentral didn't experience a huge growth spurt or a slowdown during the pandemic. Instead, it grew at a steady pace -- and its growth accelerated after the pandemic ended and it started to lock in more businesses again.RingCentral's revenue rose 31% to $1.2 billion in 2020 and grew 35% to $1.6 billion in 2021. It expects its revenue to increase another 27% to 28% this year, even though it admitted that its larger customers were starting to exhibit more \"cautious buying behavior\" as they assessed the macro headwinds.RingCentral still isn't profitable on a GAAP basis. But on a non-GAAP basis, its earnings per share rose 20% in 2020, increased 37% in 2021, and it expects 43% to 46% growth this year. Like Zoom, RingCentral believes the secular shift toward remote and hybrid work will drive its long-term growth.However, the bears think that RingCentral will struggle as Zoom, Microsoft, and other companies gradually creep into its backyard with audio-only calls, cloud-based storage services, and other collaboration tools. Zoom also plans to stop licensing its technology to RingCentral for its videoconferencing services in the near future, and the imminent end of that partnership (which started in 2013) has forced RingCentral to build its own first-party videoconferencing platform. Those investments could squeeze its near-term margins.Which cloud stock is the better value?Zoom's stock trades at 21 times forward earnings, while RingCentral has a much lower forward price-to-earnings ratio of 14. That lower valuation, along with its more broadly diversified business and higher growth rates, make RingCentral a much better investment in the disruption of legacy enterprise communications services than Zoom, which has yet to prove that it can actually evolve into a more diversified cloud-based communications giant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988137377,"gmtCreate":1666690415806,"gmtModify":1676537790401,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988137377","repostId":"2277240299","repostType":4,"repost":{"id":"2277240299","pubTimestamp":1666685056,"share":"https://ttm.financial/m/news/2277240299?lang=&edition=fundamental","pubTime":"2022-10-25 16:04","market":"us","language":"en","title":"Which Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows","url":"https://stock-news.laohu8.com/highlight/detail?id=2277240299","media":"Motley Fool","summary":"Recession-proof stocks must offer something that makes investors want to buy them even when the economy is tanking.","content":"<html><head></head><body><p>We won&#39;t officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is probably on the way.</p><p>For example, Johns Hopkins economics professor Steve Hanke stated a month ago that he believes there&#39;s at least an 80% chance of a recession. Non-profit research group The Conference Board recently pegged the probability at 96%. The latest Bloomberg economic model projects a 100% chance of a recession by October 2023.</p><p>These forecasts don&#39;t guarantee that a recession is coming. But it&#39;s possible that the current bear market will continue for a while longer. That doesn&#39;t mean that every stock will be a big loser, though. Which stocks are most likely to thrive in a recession? Here&#39;s what history shows.</p><h2>Some bad news</h2><p>The SPDR Select Sector exchange-traded funds (ETFs) are good proxies for gauging how different sectors perform during recessions. One primary downside of using them is that most of these ETFs have only been around since the late 1990s. However, the U.S. has experienced three recessions during that period, so the SPDR Select Sector ETFs should be able to help in determining which stocks historically thrive in a recession.</p><p>I&#39;ve got some bad news, though. None of the SPDR Select Sector ETFs performed well in all three recessions that occurred over the past 25 years.</p><p>The <b>Consumer Staples Select Sector SPDR Fund</b> held up well during the recession of 2001. However, it still slid a little. The <b>Materials Select Sector SPDR ETF</b> performed similarly during the first recession of this century. (The shaded area in the charts below indicates the period when the U.S. economy was in recession.)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/853673b3d7036f65675cb75460619a54\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>XLP data by YCharts</span></p><p>However, both of these ETFs plunged during the Great Recession that began in late 2007 and went through mid-2009. So did every other sector ETF -- including (perhaps surprisingly) the <b>Utilities Select Sector SPDR Fund</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02a98d572e35a8953471c6c7828d2061\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>XLP data by YCharts</span></p><p>All of the sector ETFs also tanked during the brief coronavirus-fueled recession of 2020. However, the Consumer Staples Select Sector SPDR Fund didn&#39;t fall nearly as much as the others did.</p><h2>Looking for exceptions</h2><p>The cold, hard truth is that no category of stocks thrives in all recessions. But it&#39;s clear from examining the past that consumer staples stocks tend to perform better than most. Your best bet, though, is to look for exceptions. I&#39;m referring to stocks that have factors working to their advantage so much that investors want to buy them even when the overall economy stinks.</p><p><b>Johnson &amp; Johnson</b> stood out as this kind of stock during the recession of 2001. The healthcare giant continued to deliver revenue and earnings growth throughout the period. It completed the $10.5 billion acquisition of ALZA Corporation. The blue-chip stock was also viewed as a safe haven for investors worried about the dot-com bubble bursting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f6c443d5d4b1ad723b683769a5fdc5f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>JNJ data by YCharts</span></p><p><b>Walmart</b> performed exceptionally well during the Great Recession, especially considering how most stocks plunged. Investors realized that the serious economic downturn would mean that consumers would have to tighten their purse strings. That worked to the advantage of the big discount retailer.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55b80d8bd9dda516f36e873284c8ef2e\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>WMT data by YCharts</span></p><p><b>Moderna</b>&#39;s share price skyrocketed during the quick recession of 2020. That&#39;s not surprising. The company was one of the early leaders in developing coronavirus vaccines. Moderna was a natural choice for investors to flock to during the uncertain times at the beginning of the COVID-19 pandemic.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0182e88d0371524d986b304119608277\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>MRNA data by YCharts</span></p><h2>Likely outliers in the next recession</h2><p>Which stocks might be outliers in the next recession, assuming it isn&#39;t too far off? I think we can learn from history.</p><p>Walmart could again defy gravity if the U.S. economy enters into a recession. My view is that another discount retailer, <b>Dollar General</b>, should do so as well.</p><p>Dollar General is outperforming Walmart so far this year. The company continues to build new stores. It&#39;s also expanding its frozen and refrigerated goods offerings. Dollar General should benefit as consumers increasingly try to stretch their dollars.</p><p>Just as Johnson &amp; Johnson and Moderna performed well during two previous recessions, I suspect another drug stock will do so during the next recession -- <b>Vertex Pharmaceuticals</b>. Vertex&#39;s revenue and earnings will almost certainly grow robustly even amid an economic downturn.</p><p>The big biotech also has a pipeline with multiple potential blockbusters likely on the way. Vertex expects to file for regulatory approvals for one of them (gene-editing therapy exa-cel) before year-end. With fears of a recession increasing, I think that Vertex is arguably the best stock to buy right now.</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>Which Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows</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\">\nWhich Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We won't officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","DG":"美国达乐公司","XLP":"消费品指数ETF-SPDR主要消费品","JNJ":"强生","VRTX":"福泰制药","MRNA":"Moderna, Inc.","XLB":"材料ETF","XLU":"公共事业指数ETF-SPDR"},"source_url":"https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277240299","content_text":"We won't officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is probably on the way.For example, Johns Hopkins economics professor Steve Hanke stated a month ago that he believes there's at least an 80% chance of a recession. Non-profit research group The Conference Board recently pegged the probability at 96%. The latest Bloomberg economic model projects a 100% chance of a recession by October 2023.These forecasts don't guarantee that a recession is coming. But it's possible that the current bear market will continue for a while longer. That doesn't mean that every stock will be a big loser, though. Which stocks are most likely to thrive in a recession? Here's what history shows.Some bad newsThe SPDR Select Sector exchange-traded funds (ETFs) are good proxies for gauging how different sectors perform during recessions. One primary downside of using them is that most of these ETFs have only been around since the late 1990s. However, the U.S. has experienced three recessions during that period, so the SPDR Select Sector ETFs should be able to help in determining which stocks historically thrive in a recession.I've got some bad news, though. None of the SPDR Select Sector ETFs performed well in all three recessions that occurred over the past 25 years.The Consumer Staples Select Sector SPDR Fund held up well during the recession of 2001. However, it still slid a little. The Materials Select Sector SPDR ETF performed similarly during the first recession of this century. (The shaded area in the charts below indicates the period when the U.S. economy was in recession.)XLP data by YChartsHowever, both of these ETFs plunged during the Great Recession that began in late 2007 and went through mid-2009. So did every other sector ETF -- including (perhaps surprisingly) the Utilities Select Sector SPDR Fund.XLP data by YChartsAll of the sector ETFs also tanked during the brief coronavirus-fueled recession of 2020. However, the Consumer Staples Select Sector SPDR Fund didn't fall nearly as much as the others did.Looking for exceptionsThe cold, hard truth is that no category of stocks thrives in all recessions. But it's clear from examining the past that consumer staples stocks tend to perform better than most. Your best bet, though, is to look for exceptions. I'm referring to stocks that have factors working to their advantage so much that investors want to buy them even when the overall economy stinks.Johnson & Johnson stood out as this kind of stock during the recession of 2001. The healthcare giant continued to deliver revenue and earnings growth throughout the period. It completed the $10.5 billion acquisition of ALZA Corporation. The blue-chip stock was also viewed as a safe haven for investors worried about the dot-com bubble bursting.JNJ data by YChartsWalmart performed exceptionally well during the Great Recession, especially considering how most stocks plunged. Investors realized that the serious economic downturn would mean that consumers would have to tighten their purse strings. That worked to the advantage of the big discount retailer.WMT data by YChartsModerna's share price skyrocketed during the quick recession of 2020. That's not surprising. The company was one of the early leaders in developing coronavirus vaccines. Moderna was a natural choice for investors to flock to during the uncertain times at the beginning of the COVID-19 pandemic.MRNA data by YChartsLikely outliers in the next recessionWhich stocks might be outliers in the next recession, assuming it isn't too far off? I think we can learn from history.Walmart could again defy gravity if the U.S. economy enters into a recession. My view is that another discount retailer, Dollar General, should do so as well.Dollar General is outperforming Walmart so far this year. The company continues to build new stores. It's also expanding its frozen and refrigerated goods offerings. Dollar General should benefit as consumers increasingly try to stretch their dollars.Just as Johnson & Johnson and Moderna performed well during two previous recessions, I suspect another drug stock will do so during the next recession -- Vertex Pharmaceuticals. Vertex's revenue and earnings will almost certainly grow robustly even amid an economic downturn.The big biotech also has a pipeline with multiple potential blockbusters likely on the way. Vertex expects to file for regulatory approvals for one of them (gene-editing therapy exa-cel) before year-end. With fears of a recession increasing, I think that Vertex is arguably the best stock to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911485763,"gmtCreate":1664244071652,"gmtModify":1676537417296,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BWCU.SI\">$EC WORLD REIT(BWCU.SI)$</a>","listText":"<a href=\"https://ttm.financial/S/BWCU.SI\">$EC WORLD REIT(BWCU.SI)$</a>","text":"$EC WORLD REIT(BWCU.SI)$","images":[{"img":"https://community-static.tradeup.com/news/067c1b8afd83a1b66221aeccba30e076","width":"720","height":"1372"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911485763","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9913941087,"gmtCreate":1663900326749,"gmtModify":1676537359813,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[{"img":"https://community-static.tradeup.com/news/1bfd7df21dac697936f31d48aadccc8f","width":"720","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913941087","isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919258496,"gmtCreate":1663810647116,"gmtModify":1676537340832,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258496","repostId":"1159773533","repostType":4,"repost":{"id":"1159773533","pubTimestamp":1663809684,"share":"https://ttm.financial/m/news/1159773533?lang=&edition=fundamental","pubTime":"2022-09-22 09:21","market":"sg","language":"en","title":"Singapore’s Rising Costs of Running a Business Outpace Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1159773533","media":"Bloomberg","summary":"Singapore looks like an attractive location for firms wanting to exit Hong Kong, but they may find a","content":"<html><head></head><body><p>Singapore looks like an attractive location for firms wanting to exit Hong Kong, but they may find a move to the city-state hits their bottom line more than expected.</p><p>With inflation soaring to the highest level in 14 years, expenses including the hiring of talent, office space and utilities are rising at a faster pace in Singapore than in its financial rival, where price increases have been more modest.</p><p><img src=\"https://static.tigerbbs.com/7bc1495e8c4c154c1447b49306b531b9\" tg-width=\"985\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p><p>Accelerating prices haven’t stopped the rate of new businessformation in the Southeast Asian city-state from reaching a 17-month high in August. In Hong Kong, the number of new local businesses has held roughly steady with 2021’s pace but is down from a peak in 2017.</p><p>Here’s the outlook facing companies considering a relocation:</p><p><b>Office Rents</b></p><p>Hong Kong is the most expensive office market in the world, but unpredictable virus guidelines and political uncertainty has plagued its economy, forcing landlords to cut office rents in core business districts through June by 4% from December. In contrast, the cost of rent in Singapore’s central business area accelerated for a third quarter, continuing its upward momentum.</p><p><img src=\"https://static.tigerbbs.com/b7f21d4adc5d9d9be1684003b0bb0cfe\" tg-width=\"971\" tg-height=\"573\" width=\"100%\" height=\"auto\"/></p><p>Singapore’s rental costs still remain well below Hong Kong’s, and even Beijing’s, according to a report by real estate investing firm JLL Singapore, but the gap is narrowing.</p><p><b>Covid Rules and Labor Supply</b></p><p>Singapore has scrapped the majority of its Covid-19 restrictions, including mask wearing in most places, taking strides towards normalcy and a full reopening to the world with the aim of luring more white-collar talent. Meanwhile, Hong Kong is playing catch-up, finally moving toward the elimination of mandatory hotel quarantine for inbound travelers after requiring 21 days.</p><p>As a result of earlier quarantine clampdowns, labor tightness has been an issue for both hubs. Singapore’s ratio of job vacancies to those unemployed reached a historic high in the second quarter. That resulted in salaries for new job offers rising faster than those in Hong Kong in many key sectors last year.</p><p><img src=\"https://static.tigerbbs.com/7abba6d6f413c3246e75bf9f396b3e3c\" tg-width=\"959\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>“Singapore’s faster reopening and ‘living with Covid’ versus Hong Kong’s ‘zero Covid’ strategy is driving the divergence and higher increase in manpower and rental costs,” said Chua Hak Bin, an economist at Maybank Investment Banking Group.</p><p>Numbers aren’t available yet for this year, but pay increases for civil servants, which can have a knock-on effect to the private sector, have shown some notable differences. Singapore’s civil servants are expecting a pay raise ranging from 5% to 14% this year, while Hong Kong proposed a 2.5% boost.</p><p><b>Electricity and Other Costs</b></p><p>Hong Kong regulates its two electricity providers, but it isn’t immune to the energy price increases that swept the globe following the war in Ukraine. The North Asia financial hub’s electricity prices jumped in 2021 before settling down this year, only to be outpaced by Singapore, which saw its latest electricity inflation rate rising to the highest on record.</p><p><img src=\"https://static.tigerbbs.com/eb47c046d4ca051ca6b16b2c135a5d94\" tg-width=\"966\" tg-height=\"586\" width=\"100%\" height=\"auto\"/></p><p>For now, Singapore’s faster inflation isn’t a major drag.</p><p>“Higher manpower and rents may slow business formation but will probably not derail the rising trend,” said Maybank’s Chua.</p><p>For firms thinking of a move, or starting from scratch, a key question is how long these trends will continue. Is Singapore at the start of a boom cycle that will see costs out pace Hong Kong for years, or will Hong Kong’s prices pick up pace now that the city is starting to move past the toughest of its Covid-era restrictions.</p><p>Until that becomes clearer, other structural factors may prove decisive for companies trying to make a decision now. Those include the intensifying geopolitical rivalry between the US and China, Hong Kong’s national security laws and the diversification of supply chains towards ASEAN countries.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore’s Rising Costs of Running a Business Outpace Hong Kong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore’s Rising Costs of Running a Business Outpace Hong Kong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 09:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-21/singapore-s-rising-costs-of-running-a-business-outpace-hong-kong?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore looks like an attractive location for firms wanting to exit Hong Kong, but they may find a move to the city-state hits their bottom line more than expected.With inflation soaring to the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-21/singapore-s-rising-costs-of-running-a-business-outpace-hong-kong?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-21/singapore-s-rising-costs-of-running-a-business-outpace-hong-kong?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159773533","content_text":"Singapore looks like an attractive location for firms wanting to exit Hong Kong, but they may find a move to the city-state hits their bottom line more than expected.With inflation soaring to the highest level in 14 years, expenses including the hiring of talent, office space and utilities are rising at a faster pace in Singapore than in its financial rival, where price increases have been more modest.Accelerating prices haven’t stopped the rate of new businessformation in the Southeast Asian city-state from reaching a 17-month high in August. In Hong Kong, the number of new local businesses has held roughly steady with 2021’s pace but is down from a peak in 2017.Here’s the outlook facing companies considering a relocation:Office RentsHong Kong is the most expensive office market in the world, but unpredictable virus guidelines and political uncertainty has plagued its economy, forcing landlords to cut office rents in core business districts through June by 4% from December. In contrast, the cost of rent in Singapore’s central business area accelerated for a third quarter, continuing its upward momentum.Singapore’s rental costs still remain well below Hong Kong’s, and even Beijing’s, according to a report by real estate investing firm JLL Singapore, but the gap is narrowing.Covid Rules and Labor SupplySingapore has scrapped the majority of its Covid-19 restrictions, including mask wearing in most places, taking strides towards normalcy and a full reopening to the world with the aim of luring more white-collar talent. Meanwhile, Hong Kong is playing catch-up, finally moving toward the elimination of mandatory hotel quarantine for inbound travelers after requiring 21 days.As a result of earlier quarantine clampdowns, labor tightness has been an issue for both hubs. Singapore’s ratio of job vacancies to those unemployed reached a historic high in the second quarter. That resulted in salaries for new job offers rising faster than those in Hong Kong in many key sectors last year.“Singapore’s faster reopening and ‘living with Covid’ versus Hong Kong’s ‘zero Covid’ strategy is driving the divergence and higher increase in manpower and rental costs,” said Chua Hak Bin, an economist at Maybank Investment Banking Group.Numbers aren’t available yet for this year, but pay increases for civil servants, which can have a knock-on effect to the private sector, have shown some notable differences. Singapore’s civil servants are expecting a pay raise ranging from 5% to 14% this year, while Hong Kong proposed a 2.5% boost.Electricity and Other CostsHong Kong regulates its two electricity providers, but it isn’t immune to the energy price increases that swept the globe following the war in Ukraine. The North Asia financial hub’s electricity prices jumped in 2021 before settling down this year, only to be outpaced by Singapore, which saw its latest electricity inflation rate rising to the highest on record.For now, Singapore’s faster inflation isn’t a major drag.“Higher manpower and rents may slow business formation but will probably not derail the rising trend,” said Maybank’s Chua.For firms thinking of a move, or starting from scratch, a key question is how long these trends will continue. Is Singapore at the start of a boom cycle that will see costs out pace Hong Kong for years, or will Hong Kong’s prices pick up pace now that the city is starting to move past the toughest of its Covid-era restrictions.Until that becomes clearer, other structural factors may prove decisive for companies trying to make a decision now. Those include the intensifying geopolitical rivalry between the US and China, Hong Kong’s national security laws and the diversification of supply chains towards ASEAN countries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919258224,"gmtCreate":1663810636569,"gmtModify":1676537340824,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258224","repostId":"2269163612","repostType":4,"repost":{"id":"2269163612","pubTimestamp":1663810278,"share":"https://ttm.financial/m/news/2269163612?lang=&edition=fundamental","pubTime":"2022-09-22 09:31","market":"us","language":"en","title":"Upstart: The Good, The Bad, And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=2269163612","media":"Seeking Alpha","summary":"SummaryIn 2022, Upstart's lending marketplace volumes have been contracting violently as funding par","content":"<html><head></head><body><h2>Summary</h2><ul><li>In 2022, Upstart&#39;s lending marketplace volumes have been contracting violently as funding partners turn risk averse homogeneously due to fears of a potential economic recession.</li><li>Despite this volume contraction, Upstart is still operating at breakeven to positive free cash flow, adding new credit union partners to its lending marketplace, and expanding its auto dealership footprint.</li><li>With interest rates climbing higher and inflation staying elevated, Upstart&#39;s credit performance is likely to get worse, which in turn could keep its marketplace - funding constrained - for longer.</li><li>As I see it, Upstart&#39;s lending volumes will likely continue to contract further in H2 2022 and probably into 2023 or at least until the Fed pivots (slows or reverses its quantitative tightening program).</li><li>Considering the risk/reward, I continue to like UPST stock as a long-term buy at ~$24 (with an insurance policy, i.e., options-based hedging strategy).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcaf3098269a8edf09402ae666fbffbc\" tg-width=\"1080\" tg-height=\"714\" width=\"100%\" height=\"auto\"/><span>DNY59</span></p><h2>Introduction</h2><p>As an Upstart (NASDAQ:UPST) investor, I&#39;m rooting for the good, preparing for the bad, and positioning for the ugly.</p><p><b>The Good:</b> Upstart is suffering a violent contraction in lending volumes due to a rapidly deteriorating credit market. However, whenwe look under the hood, the company is still adding new partners to its AI-powered lending marketplace and expanding its presence among auto dealerships.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3f069eda742677379019a565439303b\" tg-width=\"640\" tg-height=\"454\" width=\"100%\" height=\"auto\"/><span>Upstart Q2 Earnings Presentation</span></p><p><b>Recently announced lending partnerships:</b></p><ul><li>Vantage West Credit Union Partners with Upstart to Offer a More Streamlined, Digital-first Borrowing Experience[8th September 2022]</li><li>Alliant Credit Union Selects Upstart for a Personal Lending Fintech Partnership[17th August 2022]</li></ul><p>Even during this uncertain macroeconomic environment, Upstart adding more partners to its marketplace is setting up the company for a brighter future. When the credit cycle turns (and it will turn at some point [hopefully, in 2023]), Upstart&#39;s business is likely to come back stronger than ever (if its credit performance holds up well).</p><p>In the meantime, Upstart&#39;s robust unit economics and low fixed cost structures are set to enable the business to remain free cash flow positive during this down cycle. With $800M of cash on its balance sheet, Upstart has enough firepower to survive through these tumultuous macroeconomic conditions.</p><p><b>The Bad:</b> Upstart&#39;s lending marketplace is funding constrained, and according to recent commentary from the company&#39;s C-suite, Upstart&#39;s funding partners are still being risk averse (homogeneously), and no progress has been made on securing committed funding for their marketplace (plans announced in Q2 earnings call). In fact, the management admitted during recent conferences that the committed funding plan is something for the next downturn in debt markets.</p><h2>Links to recent conferences held in mid-September:</h2><ul><li>Goldman Sachs Communacopia + Technology Conference: Fireside Chat with Dave Girouard</li><li>Piper Sandler Growth Frontiers Conference, Fireside Chat with Sanjay Datta</li></ul><p>With funding partners and institutional investors bailing on Upstart, its volumes could remain in free fall until the credit cycle turns (and that&#39;s likely not happening until the Fed pivots).</p><p><b>The Ugly:</b> In my analysis of Upstart&#39;s Q2 results, I highlighted the fact that its credit performance data for 2021 cohorts was unimpressive. And recent data from KBRA shows that many of Upstart&#39;s ABS securitization trusts have recently suffered (or are set to suffer) trigger breaches [Current Cumulative Net Defaults [CND] &gt; Expected CND].</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b452ffdaf273481a101a268cfd880746\" tg-width=\"640\" tg-height=\"235\" width=\"100%\" height=\"auto\"/><span>KBRA news release</span></p><p>Upstart&#39;s AI has never been tested in a recessionary environment, and if its credit performance fails to match or outperform FICO-based loans, institutional investors and funding partners may pull back permanently from Upstart&#39;s marketplace. In such a scenario, Upstart will not be able to scale due to the limitations of its balance sheet. The company&#39;s long-term future will then be as a financial lending institution, similar to LendingClub (LC) or SoFi (SOFI). Again, this doesn&#39;t mean Upstart would be a bad business; it would just be a very different business than what Upstart&#39;s management has set out to build. The valuation would look a lot different too, but more on that later.</p><p>In the first half of Q3, Upstart&#39;s business would have gotten some relief as interest moderated somewhat; however, the second half of Q3 saw surging interest rates, as shown in the chart below. As of writing, the 2-yr treasury yield is inching towards 4%, and the 10-yr treasury yield is ~3.6%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/457e76fc6bc799e48cd4ce92fcb2f834\" tg-width=\"640\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>US Treasury Yields (YCharts)</span></p><p>Inflation readings are coming in hot despite consumer sentiment being down in the dumps, and the yield curve inversion is pointing towards a potential recession. Honestly, I think that Upstart&#39;s credit performance data is set to get worse over coming quarters as it would for almost all lending institutions amid an unprecedented quantitative tightening from central banks across the globe.</p><p>If Upstart&#39;s credit performance is better than peers during the next few quarters, we will see a sharp recovery in its marketplace lending volumes once the credit cycle turns. However, if Upstart&#39;s relative performance is not better than peers, we may be left with a slow to no growth, digital-lending fintech business (with no bank charter [i.e., high-cost structure]). Upstart&#39;s management has presented data that shows its AI&#39;s superior risk separation capabilities, and the next few quarters will determine if this data is reliable.</p><p>Another concerning data point I have come across is Upstart&#39;s website traffic. While total traffic grew by 12% y/y in August, Desktop views tanked by ~35%. Rising interest rates are set to lower the demand for loans and impact Upstart&#39;s conversion rates (as seen in Q2). As a result, Upstart&#39;s lending activity may continue to contract for the foreseeable future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1064ae071dc533e56528acea4319f76\" tg-width=\"640\" tg-height=\"288\" width=\"100%\" height=\"auto\"/><span>TipRanks</span></p><p>With all of this information in mind, let&#39;s re-evaluate Upstart&#39;s intrinsic value and expected returns.</p><h2>Upstart&#39;s Fair Value And Expected Returns</h2><p>To find the fair value and expected return of Upstart, we will use TQI&#39;s Valuation model:</p><p>After internalizing Upstart&#39;s Q3 revenue guidance, recent management commentary at conferences, interest rate trajectory, and website traffic data, I am cutting my revenue forecast for 2022 from $900M to $800M. All the remaining assumptions are held constant from my previous analysis.</p><p><img src=\"https://static.tigerbbs.com/34e00979cf8405a61280f88ade843ee7\" tg-width=\"640\" tg-height=\"550\" width=\"100%\" height=\"auto\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a38135fb367604a520be83adbdf4d8f\" tg-width=\"640\" tg-height=\"312\" width=\"100%\" height=\"auto\"/><span>TQI Valuation Model (tqig.org)</span></p><p>In accordance with these results, I am cutting my fair value estimate for Upstart from ~$58 to ~$47 per share and reducing my 5-yr price target to $171 per share. Since these expected returns are well above my required IRR of 25% for high-risk, moonshot growth bets like Upstart, I continue to rate Upstart a &#39;Strong Buy&#39; for long-term investors.</p><h2>My Positioning For UPST</h2><p>As I said at the start of this article, I am positioning for the ugly; however, before we see how that looks, let&#39;s go over some history.</p><p>So, as you may know, Upstart has been a part of my portfolio since early 2021, and I have added to my long position on several occasions through my monthly capital allocation plans. After factoring in all my purchases, I owned Upstart at a cost basis of $78 in May 2022. My investment thesis and hedging strategy (expired in August 2022) can be found here:</p><ul><li>Upstart: An Opportunity Of A Lifetime Or A Tragic Mistake?[Investment Thesis, Positioning, and Valuation - 18th July 2022]</li></ul><p>On earnings day, I shared a preview note and suggested a short squeeze in Upstart on potentially better-than-feared guidance for Q3.</p><ul><li>Upstart Q2 Preview: Short-Sellers Should Brace For Impact[Q2 Earnings Preview - 8th August 2022]</li></ul><p>While actual guidance came in worse than my bear case projections, the stock still squeezed higher. However, the horror of the Q3 guide and yet another business model pivot led me to suggest profit-booking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e0dd2dac1872e66edebb88efa4f1201\" tg-width=\"627\" tg-height=\"140\" width=\"100%\" height=\"auto\"/><span>Author&#39;s note</span></p><p>And here&#39;s what I wrote in my detailed review of Upstart&#39;s Q2 earnings report:</p><blockquote>After a strong rally going into Q2 earnings, Upstart&#39;s stock squeezed up to $37.50; however, we have seen a sharp retracement in the stock over the last three trading sessions. On Upstart&#39;s earnings day [8th August], I issued a buy rating on the stock at $29 per share, and while the stock is now trading below this level, I want to congratulate those who took profits on the post-ER rally.</blockquote><blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04c5ed5e73694adbda5ec606c8be0d91\" tg-width=\"640\" tg-height=\"183\" width=\"100%\" height=\"auto\"/><span>Author&#39;s Note</span></p></blockquote><blockquote><i><b>As we know, Upstart&#39;s financial numbers are heading in the wrong direction, and the company is undergoing a business model transition. With turmoil in debt markets unlikely to end in the near term, the stock could remain volatile over the coming months. Upstart has hit turbulence, the seat belt sign is on, and all trading bets are off.</b></i></blockquote><blockquote>From a long-term perspective, I continue to remain bullish on Upstart. The business is still operating at breakeven FCF with robust unit economics. With ~$800M in cash, Upstart&#39;s liquidity position is strong enough to get through this downturn in the debt markets. Once debt markets normalize, Upstart could emerge as a big beneficiary since its credit underwriting will have been war tested (i.e., proven). Personally, I have been proactively managing risk in Upstart through option-based hedging strategies; and I will continue to do so for the next couple of quarters.</blockquote><blockquote>Source: Upstart: The Seat Belt Sign Is On [Q2 Earnings &amp; Q3 Guidance Review - 22nd August 2022]</blockquote><p>On the expiry of my previous hedge (19th August 2022), I exercised my $48 Puts and bought back an equivalent number of shares over the last two weeks of August (at ~$25.6 per share). While I had the opportunity to double my position (by number of shares) in Upstart [effectively cutting my cost basis to $39 per share], I kept the excess cash to deploy into Opendoor (OPEN), Hims &amp; Hers (HIMS), and Roku (ROKU). The reason for doing so was management&#39;s flip-flop on Upstart&#39;s use of the balance sheet as a bridge for loans, concerns around credit performance, and shrinking lending activity. Now, in effect, I ended up reducing my portfolio exposure to Upstart by half (it is still a double-digit portfolio weight for me). My effective cost basis for Upstart is now ~$55.5 (previously, it was $78), and I think the last hedge worked out very well.</p><p>With interest rates climbing higher and the Fed steaming forward with its quantitative tightening program, Upstart&#39;s lending volumes may contract further in coming quarters. While I am happy with the progress Upstart is making on expanding its marketplace through the addition of partners and extension into other loan categories, the near to medium term business outlook for Upstart looks bleak.</p><p>Upstart has ample cash to survive this debt cycle downturn; however, as Upstart&#39;s balance sheet risk increases with more loans showing up on the books, the market may choose to price it like a traditional lender. And I have outlined in my previous research notes that such a valuation (1-1.5x book value) would put Upstart&#39;s market cap at around ~$0.8-1.2B. This figure is half of where Upstart is trading right now, and I am preparing for this sort of ugly scenario with my new hedging strategy.</p><p>For every 100 shares of Upstart, I bought 1 $25 Put, sold 1 $40 Call, and sold 2 $12.5 Puts. This hedging strategy cost me absolutely nothing (in fact, it yielded 3 cents a share); however, it limits my upside to +56% [$40], provides downside protection up to -50% [$12.5], and obligates me to double my position (by number of shares) at $12.5 per share if the share is trading below this level at expiry.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/746debcc7bfd52c08fe4c60f6c01975d\" tg-width=\"640\" tg-height=\"119\" width=\"100%\" height=\"auto\"/><span>Managed Risk Portfolio (The Quantamental Investor)</span></p><p>Since I can exercise the $25 Put to fulfill this obligation, I am effectively gifting myself the ability to significantly reduce my cost in the event of a meltdown in Upstart&#39;s stock. Under $12.5, I will start losing more money, but I am willing to take this risk as I still believe in the mission and vision of Upstart, and there&#39;s a good chance this business will bounce back stronger in a new credit cycle.</p><p>The hedging strategy showcased above is implemented within &#34;TQI&#39;s Managed Risk Portfolio&#34;, which is a collection of tactical positions on some of TQI&#39;s highest conviction investment ideas, designed to deliver superior risk-adjusted returns over the next 12 months. In a vicious bear market, TQI&#39;s Managed Risk Portfolio is our way of swinging for the fences with insurance policies limiting our downside risks.</p><h2>Final Thoughts</h2><p>As a long-term investor, I continue to believe in Upstart&#39;s vision of transforming the credit industry with artificial intelligence, and I truly hope that Upstart can succeed where predecessors like LendingClub have failed. Nothing is guaranteed in investing, but Upstart is one of those generational bets that can end up disrupting a multi-trillion-dollar industry.</p><p>While Upstart is facing several headwinds, the company has enough liquidity ($800M in cash) to get through this debt cycle downturn. The fact that Upstart is not burning cash (operating near FCF breakeven) helps. If Upstart&#39;s AI proves its ability to price credit risk better than traditional FICO-based models, we can expect explosive volume growth at Upstart over the next few years. However, investors may need to wait patiently for the credit markets to unfreeze, which may not happen until the Fed pivots (slows or reverses its quantitative tightening program). And in this period, Upstart&#39;s management is likely to be forced into raising balance sheet risk to support lending volumes.</p><p>Marketplace funding constraints and the risk of Upstart being left holding a big bag of bad loans are sending shockwaves into Upstart&#39;s investor base that was primarily betting on a marketplace business with massive scalability and no balance sheet risk. With the financial performance set to get worse amid rising balance sheet risk, Upstart&#39;s stock may suffer more pain in the near term.</p><p>Considering the asymmetric risk/reward on offer, I continue to like Upstart as a long-term buy at ~$24. However, I am taking this high-risk, high-reward bet with an insurance policy, i.e., an options-based hedging strategy. Since early May, I have been hedged on most of my portfolio in a similar vein to Upstart, and this proactive risk management has enabled me to protect my wealth, increase holdings in my highest conviction ideas with little to no additional capital, and sleep well at night during this vicious bear market of 2022.</p><p><b>Key Takeaway:</b> I rate Upstart a &#39;Strong Buy&#39; for long-term investors at $24.</p><p>Thanks for reading, and happy investing. Please let me know if you have any thoughts, questions, or concerns in the comments section below or send me a direct message on SA.</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>Upstart: The Good, The Bad, And The Ugly</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\">\nUpstart: The Good, The Bad, And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542140-upstart-the-good-the-bad-and-the-ugly><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn 2022, Upstart's lending marketplace volumes have been contracting violently as funding partners turn risk averse homogeneously due to fears of a potential economic recession.Despite this ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542140-upstart-the-good-the-bad-and-the-ugly\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4542140-upstart-the-good-the-bad-and-the-ugly","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269163612","content_text":"SummaryIn 2022, Upstart's lending marketplace volumes have been contracting violently as funding partners turn risk averse homogeneously due to fears of a potential economic recession.Despite this volume contraction, Upstart is still operating at breakeven to positive free cash flow, adding new credit union partners to its lending marketplace, and expanding its auto dealership footprint.With interest rates climbing higher and inflation staying elevated, Upstart's credit performance is likely to get worse, which in turn could keep its marketplace - funding constrained - for longer.As I see it, Upstart's lending volumes will likely continue to contract further in H2 2022 and probably into 2023 or at least until the Fed pivots (slows or reverses its quantitative tightening program).Considering the risk/reward, I continue to like UPST stock as a long-term buy at ~$24 (with an insurance policy, i.e., options-based hedging strategy).DNY59IntroductionAs an Upstart (NASDAQ:UPST) investor, I'm rooting for the good, preparing for the bad, and positioning for the ugly.The Good: Upstart is suffering a violent contraction in lending volumes due to a rapidly deteriorating credit market. However, whenwe look under the hood, the company is still adding new partners to its AI-powered lending marketplace and expanding its presence among auto dealerships.Upstart Q2 Earnings PresentationRecently announced lending partnerships:Vantage West Credit Union Partners with Upstart to Offer a More Streamlined, Digital-first Borrowing Experience[8th September 2022]Alliant Credit Union Selects Upstart for a Personal Lending Fintech Partnership[17th August 2022]Even during this uncertain macroeconomic environment, Upstart adding more partners to its marketplace is setting up the company for a brighter future. When the credit cycle turns (and it will turn at some point [hopefully, in 2023]), Upstart's business is likely to come back stronger than ever (if its credit performance holds up well).In the meantime, Upstart's robust unit economics and low fixed cost structures are set to enable the business to remain free cash flow positive during this down cycle. With $800M of cash on its balance sheet, Upstart has enough firepower to survive through these tumultuous macroeconomic conditions.The Bad: Upstart's lending marketplace is funding constrained, and according to recent commentary from the company's C-suite, Upstart's funding partners are still being risk averse (homogeneously), and no progress has been made on securing committed funding for their marketplace (plans announced in Q2 earnings call). In fact, the management admitted during recent conferences that the committed funding plan is something for the next downturn in debt markets.Links to recent conferences held in mid-September:Goldman Sachs Communacopia + Technology Conference: Fireside Chat with Dave GirouardPiper Sandler Growth Frontiers Conference, Fireside Chat with Sanjay DattaWith funding partners and institutional investors bailing on Upstart, its volumes could remain in free fall until the credit cycle turns (and that's likely not happening until the Fed pivots).The Ugly: In my analysis of Upstart's Q2 results, I highlighted the fact that its credit performance data for 2021 cohorts was unimpressive. And recent data from KBRA shows that many of Upstart's ABS securitization trusts have recently suffered (or are set to suffer) trigger breaches [Current Cumulative Net Defaults [CND] > Expected CND].KBRA news releaseUpstart's AI has never been tested in a recessionary environment, and if its credit performance fails to match or outperform FICO-based loans, institutional investors and funding partners may pull back permanently from Upstart's marketplace. In such a scenario, Upstart will not be able to scale due to the limitations of its balance sheet. The company's long-term future will then be as a financial lending institution, similar to LendingClub (LC) or SoFi (SOFI). Again, this doesn't mean Upstart would be a bad business; it would just be a very different business than what Upstart's management has set out to build. The valuation would look a lot different too, but more on that later.In the first half of Q3, Upstart's business would have gotten some relief as interest moderated somewhat; however, the second half of Q3 saw surging interest rates, as shown in the chart below. As of writing, the 2-yr treasury yield is inching towards 4%, and the 10-yr treasury yield is ~3.6%.US Treasury Yields (YCharts)Inflation readings are coming in hot despite consumer sentiment being down in the dumps, and the yield curve inversion is pointing towards a potential recession. Honestly, I think that Upstart's credit performance data is set to get worse over coming quarters as it would for almost all lending institutions amid an unprecedented quantitative tightening from central banks across the globe.If Upstart's credit performance is better than peers during the next few quarters, we will see a sharp recovery in its marketplace lending volumes once the credit cycle turns. However, if Upstart's relative performance is not better than peers, we may be left with a slow to no growth, digital-lending fintech business (with no bank charter [i.e., high-cost structure]). Upstart's management has presented data that shows its AI's superior risk separation capabilities, and the next few quarters will determine if this data is reliable.Another concerning data point I have come across is Upstart's website traffic. While total traffic grew by 12% y/y in August, Desktop views tanked by ~35%. Rising interest rates are set to lower the demand for loans and impact Upstart's conversion rates (as seen in Q2). As a result, Upstart's lending activity may continue to contract for the foreseeable future.TipRanksWith all of this information in mind, let's re-evaluate Upstart's intrinsic value and expected returns.Upstart's Fair Value And Expected ReturnsTo find the fair value and expected return of Upstart, we will use TQI's Valuation model:After internalizing Upstart's Q3 revenue guidance, recent management commentary at conferences, interest rate trajectory, and website traffic data, I am cutting my revenue forecast for 2022 from $900M to $800M. All the remaining assumptions are held constant from my previous analysis.TQI Valuation Model (tqig.org)In accordance with these results, I am cutting my fair value estimate for Upstart from ~$58 to ~$47 per share and reducing my 5-yr price target to $171 per share. Since these expected returns are well above my required IRR of 25% for high-risk, moonshot growth bets like Upstart, I continue to rate Upstart a 'Strong Buy' for long-term investors.My Positioning For UPSTAs I said at the start of this article, I am positioning for the ugly; however, before we see how that looks, let's go over some history.So, as you may know, Upstart has been a part of my portfolio since early 2021, and I have added to my long position on several occasions through my monthly capital allocation plans. After factoring in all my purchases, I owned Upstart at a cost basis of $78 in May 2022. My investment thesis and hedging strategy (expired in August 2022) can be found here:Upstart: An Opportunity Of A Lifetime Or A Tragic Mistake?[Investment Thesis, Positioning, and Valuation - 18th July 2022]On earnings day, I shared a preview note and suggested a short squeeze in Upstart on potentially better-than-feared guidance for Q3.Upstart Q2 Preview: Short-Sellers Should Brace For Impact[Q2 Earnings Preview - 8th August 2022]While actual guidance came in worse than my bear case projections, the stock still squeezed higher. However, the horror of the Q3 guide and yet another business model pivot led me to suggest profit-booking.Author's noteAnd here's what I wrote in my detailed review of Upstart's Q2 earnings report:After a strong rally going into Q2 earnings, Upstart's stock squeezed up to $37.50; however, we have seen a sharp retracement in the stock over the last three trading sessions. On Upstart's earnings day [8th August], I issued a buy rating on the stock at $29 per share, and while the stock is now trading below this level, I want to congratulate those who took profits on the post-ER rally.Author's NoteAs we know, Upstart's financial numbers are heading in the wrong direction, and the company is undergoing a business model transition. With turmoil in debt markets unlikely to end in the near term, the stock could remain volatile over the coming months. Upstart has hit turbulence, the seat belt sign is on, and all trading bets are off.From a long-term perspective, I continue to remain bullish on Upstart. The business is still operating at breakeven FCF with robust unit economics. With ~$800M in cash, Upstart's liquidity position is strong enough to get through this downturn in the debt markets. Once debt markets normalize, Upstart could emerge as a big beneficiary since its credit underwriting will have been war tested (i.e., proven). Personally, I have been proactively managing risk in Upstart through option-based hedging strategies; and I will continue to do so for the next couple of quarters.Source: Upstart: The Seat Belt Sign Is On [Q2 Earnings & Q3 Guidance Review - 22nd August 2022]On the expiry of my previous hedge (19th August 2022), I exercised my $48 Puts and bought back an equivalent number of shares over the last two weeks of August (at ~$25.6 per share). While I had the opportunity to double my position (by number of shares) in Upstart [effectively cutting my cost basis to $39 per share], I kept the excess cash to deploy into Opendoor (OPEN), Hims & Hers (HIMS), and Roku (ROKU). The reason for doing so was management's flip-flop on Upstart's use of the balance sheet as a bridge for loans, concerns around credit performance, and shrinking lending activity. Now, in effect, I ended up reducing my portfolio exposure to Upstart by half (it is still a double-digit portfolio weight for me). My effective cost basis for Upstart is now ~$55.5 (previously, it was $78), and I think the last hedge worked out very well.With interest rates climbing higher and the Fed steaming forward with its quantitative tightening program, Upstart's lending volumes may contract further in coming quarters. While I am happy with the progress Upstart is making on expanding its marketplace through the addition of partners and extension into other loan categories, the near to medium term business outlook for Upstart looks bleak.Upstart has ample cash to survive this debt cycle downturn; however, as Upstart's balance sheet risk increases with more loans showing up on the books, the market may choose to price it like a traditional lender. And I have outlined in my previous research notes that such a valuation (1-1.5x book value) would put Upstart's market cap at around ~$0.8-1.2B. This figure is half of where Upstart is trading right now, and I am preparing for this sort of ugly scenario with my new hedging strategy.For every 100 shares of Upstart, I bought 1 $25 Put, sold 1 $40 Call, and sold 2 $12.5 Puts. This hedging strategy cost me absolutely nothing (in fact, it yielded 3 cents a share); however, it limits my upside to +56% [$40], provides downside protection up to -50% [$12.5], and obligates me to double my position (by number of shares) at $12.5 per share if the share is trading below this level at expiry.Managed Risk Portfolio (The Quantamental Investor)Since I can exercise the $25 Put to fulfill this obligation, I am effectively gifting myself the ability to significantly reduce my cost in the event of a meltdown in Upstart's stock. Under $12.5, I will start losing more money, but I am willing to take this risk as I still believe in the mission and vision of Upstart, and there's a good chance this business will bounce back stronger in a new credit cycle.The hedging strategy showcased above is implemented within \"TQI's Managed Risk Portfolio\", which is a collection of tactical positions on some of TQI's highest conviction investment ideas, designed to deliver superior risk-adjusted returns over the next 12 months. In a vicious bear market, TQI's Managed Risk Portfolio is our way of swinging for the fences with insurance policies limiting our downside risks.Final ThoughtsAs a long-term investor, I continue to believe in Upstart's vision of transforming the credit industry with artificial intelligence, and I truly hope that Upstart can succeed where predecessors like LendingClub have failed. Nothing is guaranteed in investing, but Upstart is one of those generational bets that can end up disrupting a multi-trillion-dollar industry.While Upstart is facing several headwinds, the company has enough liquidity ($800M in cash) to get through this debt cycle downturn. The fact that Upstart is not burning cash (operating near FCF breakeven) helps. If Upstart's AI proves its ability to price credit risk better than traditional FICO-based models, we can expect explosive volume growth at Upstart over the next few years. However, investors may need to wait patiently for the credit markets to unfreeze, which may not happen until the Fed pivots (slows or reverses its quantitative tightening program). And in this period, Upstart's management is likely to be forced into raising balance sheet risk to support lending volumes.Marketplace funding constraints and the risk of Upstart being left holding a big bag of bad loans are sending shockwaves into Upstart's investor base that was primarily betting on a marketplace business with massive scalability and no balance sheet risk. With the financial performance set to get worse amid rising balance sheet risk, Upstart's stock may suffer more pain in the near term.Considering the asymmetric risk/reward on offer, I continue to like Upstart as a long-term buy at ~$24. However, I am taking this high-risk, high-reward bet with an insurance policy, i.e., an options-based hedging strategy. Since early May, I have been hedged on most of my portfolio in a similar vein to Upstart, and this proactive risk management has enabled me to protect my wealth, increase holdings in my highest conviction ideas with little to no additional capital, and sleep well at night during this vicious bear market of 2022.Key Takeaway: I rate Upstart a 'Strong Buy' for long-term investors at $24.Thanks for reading, and happy investing. Please let me know if you have any thoughts, questions, or concerns in the comments section below or send me a direct message on SA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919258871,"gmtCreate":1663810627794,"gmtModify":1676537340824,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258871","repostId":"1161572204","repostType":4,"repost":{"id":"1161572204","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":1663800201,"share":"https://ttm.financial/m/news/1161572204?lang=&edition=fundamental","pubTime":"2022-09-22 06:43","market":"us","language":"en","title":"Fed Delivers Another Big Rate Hike; Powell Vows to \"Keep at It\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1161572204","media":"Reuters","summary":"Fed lifts target interest rate to 3.00%-3.25% rangeForecasts show another large hike likely by end o","content":"<html><head></head><body><ul><li>Fed lifts target interest rate to 3.00%-3.25% range</li><li>Forecasts show another large hike likely by end of year</li><li>Powell: No &#39;painless&#39; way to bring down inflation</li></ul><p>WASHINGTON, Sept 21 (Reuters) - Federal Reserve Chair Jerome Powell vowed on Wednesday that he and his fellow policymakers would &#34;keep at&#34; their battle to beat down inflation, as the U.S. central bank hiked interest rates by three-quarters of a percentage point for a third straight time and signaled that borrowing costs would keep rising this year.</p><p>In a sobering new set of projections, the Fed foresees its policy rate rising at a faster pace and to a higher level than expected, the economy slowing to a crawl, and unemployment rising to a degree historically associated with recessions.</p><p>Powell was blunt about the &#34;pain&#34; to come, citing rising joblessness and singling out the housing market, a persistent source of rising consumer inflation, as being likely in need of a &#34;correction.&#34;</p><p>Earlier on Wednesday, the National Association of Realtors reported that U.S. existing home sales dropped for a seventh straight month in August.</p><p>The United States has had a &#34;red hot housing market ... There was a big imbalance,&#34; Powell said in a news conference after Fed policymakers unanimously agreed to raise the central bank&#39;s benchmark overnight interest rate to a range of 3.00%-3.25%. &#34;What we need is supply and demand to get better aligned ... We probably in the housing market have to go through a correction to get back to that place.&#34;</p><p>That theme, of a continuing mismatch between U.S. demand for goods and services and the ability of the country to produce or import them, ran through a briefing in which Powell stuck with the hawkish tone set during his remarks last month at the Jackson Hole central banking conference in Wyoming.</p><p>Recent inflation data has shown little to no improvement despite the Fed&#39;s aggressive tightening - it also announced 75-basis-point rate hikes in June and July - and the labor market remains robust with wages increasing as well.</p><p>The federal funds rate projected for the end of this year signals another 1.25 percentage points in rate hikes to come in the Fed&#39;s two remaining policy meetings in 2022, a level that implies another 75-basis-point increase in the offing.</p><p>&#34;The committee is strongly committed to returning inflation to its 2% objective,&#34; the central bank&#39;s rate-setting Federal Open Market Committee said in its policy statement after the end of a two-day policy meeting.</p><p>The Fed &#34;anticipates that ongoing increases in the target range will be appropriate.&#34;</p><p><b>GROWTH SLOWDOWN</b></p><p>The Fed&#39;s target policy rate is now at its highest level since 2008 - and new projections show it rising to the 4.25%-4.50% range by the end of this year and ending 2023 at 4.50%-4.75%.</p><p>Powell said the indicated path of rates showed the Fed was &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and that officials would &#34;keep at it until the job is done&#34; even at the risk of unemployment rising and growth slowing to a stall.</p><p>&#34;We have got to get inflation behind us,&#34; Powell told reporters. &#34;I wish there were a painless way to do that. There isn&#39;t.&#34;</p><p>Inflation by the Fed&#39;s preferred measure has been running at more than three times the central bank&#39;s target. The new projections put it on a slow path back to 2% in 2025, an extended Fed battle to quell the highest bout of inflation since the 1980s, and one that potentially pushes the economy to the borderline of a recession.</p><p>The Fed said that &#34;recent indicators point to modest growth in spending and production,&#34; but the new projections put year-end economic growth for 2022 at 0.2%, rising to 1.2% in 2023, well below the economy&#39;s potential. The unemployment rate, currently at 3.7%, is projected to rise to 3.8% this year and to 4.4% in 2023. That would be above the half-percentage-point rise in unemployment that has been associated with past recessions.</p><p>&#34;The Fed was late to recognize inflation, late to start raising interest rates, and late to start unwinding bond purchases. They&#39;ve been playing catch-up ever since. And they&#39;re not done yet,&#34; said Greg McBride, chief financial analyst at Bankrate.</p><p>U.S. stocks, already mired in a bear market over concerns about the Fed&#39;s monetary policy tightening, ended the day sharply lower, with the S&amp;P 500 index skidding 1.7%.</p><p>In the U.S. Treasury market, which plays a key role in the transmission of Fed policy decisions into the real economy, yields on the 2-year note vaulted over the 4% mark, their highest levels since 2007.</p><p>The dollar hit a fresh two-decade high against a basket of currencies, gaining more than 1%. The U.S. currency&#39;s strength - it has appreciated by more than 16% on a year-to-date basis - has stoked concern at central banks around the world about potential exchange rate and other financial shocks.</p><p>Some are not even trying to match the Fed&#39;s blistering pace of tightening, with the Bank of Japan on Thursday expected to hold fast to its ultra-easy policy and keep its policy rate at minus 0.1%, likely leaving it as the last major monetary policy authority in the world with a negative policy rate.</p><p>Others are making an effort to stay somewhat abreast of the Fed. The Bank of England, for example, is expected to lift its policy rate by at least half a percentage point on Thursday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Delivers Another Big Rate Hike; Powell Vows to \"Keep at It\"</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\">\nFed Delivers Another Big Rate Hike; Powell Vows to \"Keep at It\"\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\">2022-09-22 06:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Fed lifts target interest rate to 3.00%-3.25% range</li><li>Forecasts show another large hike likely by end of year</li><li>Powell: No &#39;painless&#39; way to bring down inflation</li></ul><p>WASHINGTON, Sept 21 (Reuters) - Federal Reserve Chair Jerome Powell vowed on Wednesday that he and his fellow policymakers would &#34;keep at&#34; their battle to beat down inflation, as the U.S. central bank hiked interest rates by three-quarters of a percentage point for a third straight time and signaled that borrowing costs would keep rising this year.</p><p>In a sobering new set of projections, the Fed foresees its policy rate rising at a faster pace and to a higher level than expected, the economy slowing to a crawl, and unemployment rising to a degree historically associated with recessions.</p><p>Powell was blunt about the &#34;pain&#34; to come, citing rising joblessness and singling out the housing market, a persistent source of rising consumer inflation, as being likely in need of a &#34;correction.&#34;</p><p>Earlier on Wednesday, the National Association of Realtors reported that U.S. existing home sales dropped for a seventh straight month in August.</p><p>The United States has had a &#34;red hot housing market ... There was a big imbalance,&#34; Powell said in a news conference after Fed policymakers unanimously agreed to raise the central bank&#39;s benchmark overnight interest rate to a range of 3.00%-3.25%. &#34;What we need is supply and demand to get better aligned ... We probably in the housing market have to go through a correction to get back to that place.&#34;</p><p>That theme, of a continuing mismatch between U.S. demand for goods and services and the ability of the country to produce or import them, ran through a briefing in which Powell stuck with the hawkish tone set during his remarks last month at the Jackson Hole central banking conference in Wyoming.</p><p>Recent inflation data has shown little to no improvement despite the Fed&#39;s aggressive tightening - it also announced 75-basis-point rate hikes in June and July - and the labor market remains robust with wages increasing as well.</p><p>The federal funds rate projected for the end of this year signals another 1.25 percentage points in rate hikes to come in the Fed&#39;s two remaining policy meetings in 2022, a level that implies another 75-basis-point increase in the offing.</p><p>&#34;The committee is strongly committed to returning inflation to its 2% objective,&#34; the central bank&#39;s rate-setting Federal Open Market Committee said in its policy statement after the end of a two-day policy meeting.</p><p>The Fed &#34;anticipates that ongoing increases in the target range will be appropriate.&#34;</p><p><b>GROWTH SLOWDOWN</b></p><p>The Fed&#39;s target policy rate is now at its highest level since 2008 - and new projections show it rising to the 4.25%-4.50% range by the end of this year and ending 2023 at 4.50%-4.75%.</p><p>Powell said the indicated path of rates showed the Fed was &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and that officials would &#34;keep at it until the job is done&#34; even at the risk of unemployment rising and growth slowing to a stall.</p><p>&#34;We have got to get inflation behind us,&#34; Powell told reporters. &#34;I wish there were a painless way to do that. There isn&#39;t.&#34;</p><p>Inflation by the Fed&#39;s preferred measure has been running at more than three times the central bank&#39;s target. The new projections put it on a slow path back to 2% in 2025, an extended Fed battle to quell the highest bout of inflation since the 1980s, and one that potentially pushes the economy to the borderline of a recession.</p><p>The Fed said that &#34;recent indicators point to modest growth in spending and production,&#34; but the new projections put year-end economic growth for 2022 at 0.2%, rising to 1.2% in 2023, well below the economy&#39;s potential. The unemployment rate, currently at 3.7%, is projected to rise to 3.8% this year and to 4.4% in 2023. That would be above the half-percentage-point rise in unemployment that has been associated with past recessions.</p><p>&#34;The Fed was late to recognize inflation, late to start raising interest rates, and late to start unwinding bond purchases. They&#39;ve been playing catch-up ever since. And they&#39;re not done yet,&#34; said Greg McBride, chief financial analyst at Bankrate.</p><p>U.S. stocks, already mired in a bear market over concerns about the Fed&#39;s monetary policy tightening, ended the day sharply lower, with the S&amp;P 500 index skidding 1.7%.</p><p>In the U.S. Treasury market, which plays a key role in the transmission of Fed policy decisions into the real economy, yields on the 2-year note vaulted over the 4% mark, their highest levels since 2007.</p><p>The dollar hit a fresh two-decade high against a basket of currencies, gaining more than 1%. The U.S. currency&#39;s strength - it has appreciated by more than 16% on a year-to-date basis - has stoked concern at central banks around the world about potential exchange rate and other financial shocks.</p><p>Some are not even trying to match the Fed&#39;s blistering pace of tightening, with the Bank of Japan on Thursday expected to hold fast to its ultra-easy policy and keep its policy rate at minus 0.1%, likely leaving it as the last major monetary policy authority in the world with a negative policy rate.</p><p>Others are making an effort to stay somewhat abreast of the Fed. The Bank of England, for example, is expected to lift its policy rate by at least half a percentage point on Thursday.</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":"1161572204","content_text":"Fed lifts target interest rate to 3.00%-3.25% rangeForecasts show another large hike likely by end of yearPowell: No 'painless' way to bring down inflationWASHINGTON, Sept 21 (Reuters) - Federal Reserve Chair Jerome Powell vowed on Wednesday that he and his fellow policymakers would \"keep at\" their battle to beat down inflation, as the U.S. central bank hiked interest rates by three-quarters of a percentage point for a third straight time and signaled that borrowing costs would keep rising this year.In a sobering new set of projections, the Fed foresees its policy rate rising at a faster pace and to a higher level than expected, the economy slowing to a crawl, and unemployment rising to a degree historically associated with recessions.Powell was blunt about the \"pain\" to come, citing rising joblessness and singling out the housing market, a persistent source of rising consumer inflation, as being likely in need of a \"correction.\"Earlier on Wednesday, the National Association of Realtors reported that U.S. existing home sales dropped for a seventh straight month in August.The United States has had a \"red hot housing market ... There was a big imbalance,\" Powell said in a news conference after Fed policymakers unanimously agreed to raise the central bank's benchmark overnight interest rate to a range of 3.00%-3.25%. \"What we need is supply and demand to get better aligned ... We probably in the housing market have to go through a correction to get back to that place.\"That theme, of a continuing mismatch between U.S. demand for goods and services and the ability of the country to produce or import them, ran through a briefing in which Powell stuck with the hawkish tone set during his remarks last month at the Jackson Hole central banking conference in Wyoming.Recent inflation data has shown little to no improvement despite the Fed's aggressive tightening - it also announced 75-basis-point rate hikes in June and July - and the labor market remains robust with wages increasing as well.The federal funds rate projected for the end of this year signals another 1.25 percentage points in rate hikes to come in the Fed's two remaining policy meetings in 2022, a level that implies another 75-basis-point increase in the offing.\"The committee is strongly committed to returning inflation to its 2% objective,\" the central bank's rate-setting Federal Open Market Committee said in its policy statement after the end of a two-day policy meeting.The Fed \"anticipates that ongoing increases in the target range will be appropriate.\"GROWTH SLOWDOWNThe Fed's target policy rate is now at its highest level since 2008 - and new projections show it rising to the 4.25%-4.50% range by the end of this year and ending 2023 at 4.50%-4.75%.Powell said the indicated path of rates showed the Fed was \"strongly resolved\" to bring down inflation from the highest levels in four decades and that officials would \"keep at it until the job is done\" even at the risk of unemployment rising and growth slowing to a stall.\"We have got to get inflation behind us,\" Powell told reporters. \"I wish there were a painless way to do that. There isn't.\"Inflation by the Fed's preferred measure has been running at more than three times the central bank's target. The new projections put it on a slow path back to 2% in 2025, an extended Fed battle to quell the highest bout of inflation since the 1980s, and one that potentially pushes the economy to the borderline of a recession.The Fed said that \"recent indicators point to modest growth in spending and production,\" but the new projections put year-end economic growth for 2022 at 0.2%, rising to 1.2% in 2023, well below the economy's potential. The unemployment rate, currently at 3.7%, is projected to rise to 3.8% this year and to 4.4% in 2023. That would be above the half-percentage-point rise in unemployment that has been associated with past recessions.\"The Fed was late to recognize inflation, late to start raising interest rates, and late to start unwinding bond purchases. They've been playing catch-up ever since. And they're not done yet,\" said Greg McBride, chief financial analyst at Bankrate.U.S. stocks, already mired in a bear market over concerns about the Fed's monetary policy tightening, ended the day sharply lower, with the S&P 500 index skidding 1.7%.In the U.S. Treasury market, which plays a key role in the transmission of Fed policy decisions into the real economy, yields on the 2-year note vaulted over the 4% mark, their highest levels since 2007.The dollar hit a fresh two-decade high against a basket of currencies, gaining more than 1%. The U.S. currency's strength - it has appreciated by more than 16% on a year-to-date basis - has stoked concern at central banks around the world about potential exchange rate and other financial shocks.Some are not even trying to match the Fed's blistering pace of tightening, with the Bank of Japan on Thursday expected to hold fast to its ultra-easy policy and keep its policy rate at minus 0.1%, likely leaving it as the last major monetary policy authority in the world with a negative policy rate.Others are making an effort to stay somewhat abreast of the Fed. The Bank of England, for example, is expected to lift its policy rate by at least half a percentage point on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919258118,"gmtCreate":1663810619435,"gmtModify":1676537340816,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258118","repostId":"2269969281","repostType":4,"repost":{"id":"2269969281","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":1663800880,"share":"https://ttm.financial/m/news/2269969281?lang=&edition=fundamental","pubTime":"2022-09-22 06:54","market":"us","language":"en","title":"US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message","url":"https://stock-news.laohu8.com/highlight/detail?id=2269969281","media":"Reuters","summary":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors ha","content":"<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&amp;P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street&#39;s main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&amp;P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed&#39;s preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and &#34;will keep at it until the job is done,&#34; a process he repeated would not come without pain.</p><p>&#34;Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,&#34; said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed&#39;s projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>&#34;Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,&#34; said BMO&#39;s Ma.</p><p>&#34;But it&#39;s always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.&#34;</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&amp;P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&amp;P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message\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\">2022-09-22 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&amp;P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street&#39;s main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&amp;P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed&#39;s preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and &#34;will keep at it until the job is done,&#34; a process he repeated would not come without pain.</p><p>&#34;Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,&#34; said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed&#39;s projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>&#34;Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,&#34; said BMO&#39;s Ma.</p><p>&#34;But it&#39;s always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.&#34;</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&amp;P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&amp;P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OEX":"标普100","COMP":"Compass, Inc.","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","BK4550":"红杉资本持仓","BK4539":"次新股","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","NDX":"纳斯达克100指数","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269969281","content_text":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors had expected 75 bps, but not higher for longer* Sharp decline in final half-hour of trading* Indexes down: Dow 1.7%, S&P 1.71%, Nasdaq 1.79%Sept 21 (Reuters) - Wall Street's main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&P 500, respectively, at their lowest point since July 1, and June 30.At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed's preferred measure of inflation is now seen slowly returning to its 2% target in 2025.In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are \"strongly resolved\" to bring down inflation from the highest levels in four decades and \"will keep at it until the job is done,\" a process he repeated would not come without pain.\"Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,\" said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed's projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.\"Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,\" said BMO's Ma.\"But it's always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.\"The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.All 11 S&P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.The S&P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919258354,"gmtCreate":1663810608779,"gmtModify":1676537340816,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258354","repostId":"2269195611","repostType":4,"repost":{"id":"2269195611","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":1663803926,"share":"https://ttm.financial/m/news/2269195611?lang=&edition=fundamental","pubTime":"2022-09-22 07:45","market":"us","language":"en","title":"\"Fear Gauge\" Futures Signals U.S. Stock Selling Crescendo","url":"https://stock-news.laohu8.com/highlight/detail?id=2269195611","media":"Reuters","summary":"NEW YORK, Sept 21 (Reuters) - Futures tied to Wall Street's fear gauge on Wednesday sent a signal th","content":"<html><head></head><body><p>NEW YORK, Sept 21 (Reuters) - Futures tied to Wall Street&#39;s fear gauge on Wednesday sent a signal that has historically marked intense selling pressure in markets, but has sometimes preceded stock market rebounds.</p><p>The October VIX futures (.VIX) rose 0.28 points above the November futures on Wednesday, the widest margin since mid-June, after Wall Street&#39;s main indexes sold off following a 75 basis point interest rate hike by the Federal Reserve.</p><p>VIX futures, which plot volatility expectations for several months ahead, normally remain upward sloping, with near-term futures relatively less pricey than those that target coming months.</p><p>An inverted curve, when near-dated contracts are more expensive than later dated ones, suggests investors are growing more worried about near-term events, raising the cost of hedging.</p><p>Such a signal has occurred prominently five times since 2020, with two instances followed by market rebounds, including the most recent one in mid-June.</p><p>&#34;It&#39;s usually a sign all the risk is being pulled into the here and the now,&#34; said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.</p><p>&#34;That&#39;s why often we will look at it as a capitulation indicator,&#34; Murphy said.</p><p>The two nearest VIX futures last inverted in June, amid a bout of intense selling that drove the S&amp;P 500 to its bear market low. The index rebounded 17% soon after, though most of that rally has been reversed on fears the Fed will be more hawkish than previously anticipated.</p><p>While an inversion this time may indicate intensifying selling pressure, it does not necessarily signal an immediate end to the market&#39;s recent slide, Murphy said. For instance, the two front month VIX futures remained inverted for a month - from mid-February through mid-March - before the stock market sell-off in the first quarter took a breather.</p><p></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>\"Fear Gauge\" Futures Signals U.S. Stock Selling Crescendo</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\">\n\"Fear Gauge\" Futures Signals U.S. Stock Selling Crescendo\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\">2022-09-22 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, Sept 21 (Reuters) - Futures tied to Wall Street&#39;s fear gauge on Wednesday sent a signal that has historically marked intense selling pressure in markets, but has sometimes preceded stock market rebounds.</p><p>The October VIX futures (.VIX) rose 0.28 points above the November futures on Wednesday, the widest margin since mid-June, after Wall Street&#39;s main indexes sold off following a 75 basis point interest rate hike by the Federal Reserve.</p><p>VIX futures, which plot volatility expectations for several months ahead, normally remain upward sloping, with near-term futures relatively less pricey than those that target coming months.</p><p>An inverted curve, when near-dated contracts are more expensive than later dated ones, suggests investors are growing more worried about near-term events, raising the cost of hedging.</p><p>Such a signal has occurred prominently five times since 2020, with two instances followed by market rebounds, including the most recent one in mid-June.</p><p>&#34;It&#39;s usually a sign all the risk is being pulled into the here and the now,&#34; said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.</p><p>&#34;That&#39;s why often we will look at it as a capitulation indicator,&#34; Murphy said.</p><p>The two nearest VIX futures last inverted in June, amid a bout of intense selling that drove the S&amp;P 500 to its bear market low. The index rebounded 17% soon after, though most of that rally has been reversed on fears the Fed will be more hawkish than previously anticipated.</p><p>While an inversion this time may indicate intensifying selling pressure, it does not necessarily signal an immediate end to the market&#39;s recent slide, Murphy said. For instance, the two front month VIX futures remained inverted for a month - from mid-February through mid-March - before the stock market sell-off in the first quarter took a breather.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SVXY":"0.5倍做空波动率指数短期期货ETF","VIX":"标普500波动率指数","TVIX":"二倍做多VIX波动率指数短期期权ETN","VXX":"短期VIX期货ETN","VIXY":"波动率短期期货指数ETF",".DJI":"道琼斯","UVXY":"1.5倍做多恐慌指数短期期货ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269195611","content_text":"NEW YORK, Sept 21 (Reuters) - Futures tied to Wall Street's fear gauge on Wednesday sent a signal that has historically marked intense selling pressure in markets, but has sometimes preceded stock market rebounds.The October VIX futures (.VIX) rose 0.28 points above the November futures on Wednesday, the widest margin since mid-June, after Wall Street's main indexes sold off following a 75 basis point interest rate hike by the Federal Reserve.VIX futures, which plot volatility expectations for several months ahead, normally remain upward sloping, with near-term futures relatively less pricey than those that target coming months.An inverted curve, when near-dated contracts are more expensive than later dated ones, suggests investors are growing more worried about near-term events, raising the cost of hedging.Such a signal has occurred prominently five times since 2020, with two instances followed by market rebounds, including the most recent one in mid-June.\"It's usually a sign all the risk is being pulled into the here and the now,\" said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.\"That's why often we will look at it as a capitulation indicator,\" Murphy said.The two nearest VIX futures last inverted in June, amid a bout of intense selling that drove the S&P 500 to its bear market low. The index rebounded 17% soon after, though most of that rally has been reversed on fears the Fed will be more hawkish than previously anticipated.While an inversion this time may indicate intensifying selling pressure, it does not necessarily signal an immediate end to the market's recent slide, Murphy said. For instance, the two front month VIX futures remained inverted for a month - from mid-February through mid-March - before the stock market sell-off in the first quarter took a breather.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919258034,"gmtCreate":1663810579929,"gmtModify":1676537340808,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BWCU.SI\">$EC WORLD REIT(BWCU.SI)$</a>","listText":"<a href=\"https://ttm.financial/S/BWCU.SI\">$EC WORLD REIT(BWCU.SI)$</a>","text":"$EC WORLD REIT(BWCU.SI)$","images":[{"img":"https://community-static.tradeup.com/news/9849a8938984a8b7af542a1df38a5fdb","width":"720","height":"1372"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258034","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9935401877,"gmtCreate":1663118099599,"gmtModify":1676537207124,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935401877","repostId":"1187313415","repostType":4,"repost":{"id":"1187313415","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663117060,"share":"https://ttm.financial/m/news/1187313415?lang=&edition=fundamental","pubTime":"2022-09-14 08:57","market":"sg","language":"en","title":"Singapore Stocks To Watch: Ascendas Reit, Parkway Life Reit, Keppel, GYP, Centurion","url":"https://stock-news.laohu8.com/highlight/detail?id=1187313415","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Wednesda","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Sep 14):</p><p><a href=\"https://laohu8.com/S/A17U.SI\">Ascendas Real Estate Investment Trust</a>: The manager of Ascendas Real Estate Investment Trust (Ascendas Reit) has proposed to acquire a cold storage logistics facility for S$191.9 million, it said on Wednesday (Sep 14).</p><p>The property, which is located at 1 Buroh Lane, is the real estate investment trust’s (Reit) first cold storage facility investment in Singapore, said William Tay, chief executive of the manager, in a press statement.</p><p>Assuming the proposed transaction was completed on Jan 1, 2021, the manager expects a distribution per unit (DPU) accretion of 0.56 per cent or an improvement of 0.086 Singapore cent on a pro forma basis.</p><p><a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life Reit</a>: The trustee of Parkway Life Reit (PLife Reit) has entered an agreement to acquire 3 nursing homes in Hokkaido for a sum of 2.56 billion yen (S$26.1 million), in a move to further expand the healthcare Reit’s Japan portfolio.</p><p>The 3 properties – Blue Terrace Kagura, Blue Rise Nopporo and Blue Terrace Taisetsu – are being sold by Blue Melon Capital Kabushiki Kaisha and its wholly-owned subsidiary, K2 Healthcare Sapporo Godo Kaisha.</p><p>These facilities are operated by Blue Care Kabushiki Kaisha, a wholly-owned subsidiary of Living Platform, one of PLife Reit’s existing nursing home operators in Japan.</p><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corp</a>: Keppel Corp and its subsidiaries have spent over $3.2 billion on stakes in infrastructure, positioning the company for growth.</p><p>UOB Kay Hian analyst Adrian Loh has maintained his “buy” call for Keppel Corp with a target price (TP) of $10.11, representing a 36% upside.</p><p>In his report dated Sept 12, Loh says that Keppel and its subsidiaries’ expenditure of over $3.2 billion on stakes in infrastructure has put in place the “foundations for the next stage of growth” after the company’s planned divestment of its offshore marine unit, which is expected in 4Q2022.</p><p><a href=\"https://laohu8.com/S/AWS.SI\">GYP</a>: RUMAH &amp; Co has once again sweetened its bid to privatise GYP Properties, raising the offer price to a final S$0.20 per share in cash, up 6.4 per cent from the previous price of S$0.188.</p><p>This comes after the offeror had on Sep 1raised the offer priceto S$0.188 per share, from the initial S$0.168 per share announced on Jul 8. The close of the offer has been extended to 5.30pm on Oct 7, the offeror announced in a bourse filing on Tuesday (Sep 13).</p><p><a href=\"https://laohu8.com/S/BWCU.SI\">Centurion</a>: Centurion&#39;s Westlite in Malaysia is expanding to address needs of employers and HR agents.</p><p>Westlite Accommodation Malaysia, an owner-operator of Purpose-Built Workers Accommodation (PBWA) or Centralised Accommodations, today announced plans to increase its PBWA capacity in Malaysia to cater to the growing needs of multinational companies, small and medium enterprises and human resource agents there.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks To Watch: Ascendas Reit, Parkway Life Reit, Keppel, GYP, Centurion</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\">\nSingapore Stocks To Watch: Ascendas Reit, Parkway Life Reit, Keppel, GYP, Centurion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-14 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Sep 14):</p><p><a href=\"https://laohu8.com/S/A17U.SI\">Ascendas Real Estate Investment Trust</a>: The manager of Ascendas Real Estate Investment Trust (Ascendas Reit) has proposed to acquire a cold storage logistics facility for S$191.9 million, it said on Wednesday (Sep 14).</p><p>The property, which is located at 1 Buroh Lane, is the real estate investment trust’s (Reit) first cold storage facility investment in Singapore, said William Tay, chief executive of the manager, in a press statement.</p><p>Assuming the proposed transaction was completed on Jan 1, 2021, the manager expects a distribution per unit (DPU) accretion of 0.56 per cent or an improvement of 0.086 Singapore cent on a pro forma basis.</p><p><a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life Reit</a>: The trustee of Parkway Life Reit (PLife Reit) has entered an agreement to acquire 3 nursing homes in Hokkaido for a sum of 2.56 billion yen (S$26.1 million), in a move to further expand the healthcare Reit’s Japan portfolio.</p><p>The 3 properties – Blue Terrace Kagura, Blue Rise Nopporo and Blue Terrace Taisetsu – are being sold by Blue Melon Capital Kabushiki Kaisha and its wholly-owned subsidiary, K2 Healthcare Sapporo Godo Kaisha.</p><p>These facilities are operated by Blue Care Kabushiki Kaisha, a wholly-owned subsidiary of Living Platform, one of PLife Reit’s existing nursing home operators in Japan.</p><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corp</a>: Keppel Corp and its subsidiaries have spent over $3.2 billion on stakes in infrastructure, positioning the company for growth.</p><p>UOB Kay Hian analyst Adrian Loh has maintained his “buy” call for Keppel Corp with a target price (TP) of $10.11, representing a 36% upside.</p><p>In his report dated Sept 12, Loh says that Keppel and its subsidiaries’ expenditure of over $3.2 billion on stakes in infrastructure has put in place the “foundations for the next stage of growth” after the company’s planned divestment of its offshore marine unit, which is expected in 4Q2022.</p><p><a href=\"https://laohu8.com/S/AWS.SI\">GYP</a>: RUMAH &amp; Co has once again sweetened its bid to privatise GYP Properties, raising the offer price to a final S$0.20 per share in cash, up 6.4 per cent from the previous price of S$0.188.</p><p>This comes after the offeror had on Sep 1raised the offer priceto S$0.188 per share, from the initial S$0.168 per share announced on Jul 8. The close of the offer has been extended to 5.30pm on Oct 7, the offeror announced in a bourse filing on Tuesday (Sep 13).</p><p><a href=\"https://laohu8.com/S/BWCU.SI\">Centurion</a>: Centurion&#39;s Westlite in Malaysia is expanding to address needs of employers and HR agents.</p><p>Westlite Accommodation Malaysia, an owner-operator of Purpose-Built Workers Accommodation (PBWA) or Centralised Accommodations, today announced plans to increase its PBWA capacity in Malaysia to cater to the growing needs of multinational companies, small and medium enterprises and human resource agents there.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C2PU.SI":"百汇生命产业信托","A17U.SI":"凯德腾飞房产信托","BN4.SI":"吉宝有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187313415","content_text":"THE following companies saw new developments that may affect trading of their securities on Wednesday (Sep 14):Ascendas Real Estate Investment Trust: The manager of Ascendas Real Estate Investment Trust (Ascendas Reit) has proposed to acquire a cold storage logistics facility for S$191.9 million, it said on Wednesday (Sep 14).The property, which is located at 1 Buroh Lane, is the real estate investment trust’s (Reit) first cold storage facility investment in Singapore, said William Tay, chief executive of the manager, in a press statement.Assuming the proposed transaction was completed on Jan 1, 2021, the manager expects a distribution per unit (DPU) accretion of 0.56 per cent or an improvement of 0.086 Singapore cent on a pro forma basis.Parkway Life Reit: The trustee of Parkway Life Reit (PLife Reit) has entered an agreement to acquire 3 nursing homes in Hokkaido for a sum of 2.56 billion yen (S$26.1 million), in a move to further expand the healthcare Reit’s Japan portfolio.The 3 properties – Blue Terrace Kagura, Blue Rise Nopporo and Blue Terrace Taisetsu – are being sold by Blue Melon Capital Kabushiki Kaisha and its wholly-owned subsidiary, K2 Healthcare Sapporo Godo Kaisha.These facilities are operated by Blue Care Kabushiki Kaisha, a wholly-owned subsidiary of Living Platform, one of PLife Reit’s existing nursing home operators in Japan.Keppel Corp: Keppel Corp and its subsidiaries have spent over $3.2 billion on stakes in infrastructure, positioning the company for growth.UOB Kay Hian analyst Adrian Loh has maintained his “buy” call for Keppel Corp with a target price (TP) of $10.11, representing a 36% upside.In his report dated Sept 12, Loh says that Keppel and its subsidiaries’ expenditure of over $3.2 billion on stakes in infrastructure has put in place the “foundations for the next stage of growth” after the company’s planned divestment of its offshore marine unit, which is expected in 4Q2022.GYP: RUMAH & Co has once again sweetened its bid to privatise GYP Properties, raising the offer price to a final S$0.20 per share in cash, up 6.4 per cent from the previous price of S$0.188.This comes after the offeror had on Sep 1raised the offer priceto S$0.188 per share, from the initial S$0.168 per share announced on Jul 8. The close of the offer has been extended to 5.30pm on Oct 7, the offeror announced in a bourse filing on Tuesday (Sep 13).Centurion: Centurion's Westlite in Malaysia is expanding to address needs of employers and HR agents.Westlite Accommodation Malaysia, an owner-operator of Purpose-Built Workers Accommodation (PBWA) or Centralised Accommodations, today announced plans to increase its PBWA capacity in Malaysia to cater to the growing needs of multinational companies, small and medium enterprises and human resource agents there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935401107,"gmtCreate":1663118092009,"gmtModify":1676537207124,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935401107","repostId":"2267503275","repostType":4,"repost":{"id":"2267503275","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":1663100861,"share":"https://ttm.financial/m/news/2267503275?lang=&edition=fundamental","pubTime":"2022-09-14 04:27","market":"us","language":"en","title":"US STOCKS-Wall St Tumbles to Biggest Loss in Two Years Following CPI Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2267503275","media":"Reuters","summary":"U.S. consumer prices rise unexpectedlyLikelihood grows of a 100 bp Fed rate hike in SeptIndexes slid","content":"<html><head></head><body><ul><li>U.S. consumer prices rise unexpectedly</li><li>Likelihood grows of a 100 bp Fed rate hike in Sept</li><li>Indexes slide: Dow 3.94%, S&amp;P 4.32%, Nasdaq 5.16%</li></ul><p>(Reuters) - A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report dashed hopes that the Federal Reserve could relent and scale back its policy tightening in the coming months.</p><p>All three major U.S. stock indexes veered sharply lower, snapping four-day winning streaks and notching their biggest one-day percentage drops since June 2020 during the throes of the COVID-19 pandemic.</p><p>Surging risk-off sentiment pulled every major sector deep into negative territory, with interest-rate-sensitive tech and tech-adjacent market leaders, led by <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> weighing heaviest.</p><p>&#34;(The sell-off) is not a surprise given the rally running up to the data,&#34; said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago.</p><p>The Labor Department&#39;s consumer price index (CPI) came in above consensus, interrupting a cooling trend and throwing cold water on hopes that the Federal Reserve could relent after September and ease up on its interest rate hikes.</p><p>Core CPI, which strips out volatile food and energy prices, increased more than expected, rising to 6.3% from 5.9% in July.</p><p>The report points to &#34;very persistent inflation and that means the Fed is going to remain engaged and raise rates,&#34; Nolte added. &#34;And that’s an anathema to equities.&#34;</p><p>Financial markets have fully priced in an interest rate hike of at least 75 basis points at the conclusion of the FOMC&#39;s policy meeting next week, with a 32% probability of a super-sized, full-percentage-point increase to the Fed funds target rate, according to CME&#39;s FedWatch tool.</p><p>&#34;The Fed has increased (interest rates) by three full percentage points in the last six months,&#34; Nolte said. &#34;We have not yet felt the full impact of all those increases. But we will feel it.&#34;</p><p>&#34;We are at recession’s doorstep.&#34;</p><p>Worries persist that a prolonged period of policy tightening from the Fed could tip the economy over the brink of recession.</p><p>The inversion of yields on two- and 10-year Treasury notes, regarded as a red flag of impending recession, widened further.</p><p>The Dow Jones Industrial Average fell 1,276.37 points, or 3.94%, to 31,104.97, the S&amp;P 500 lost 177.72 points, or 4.32%, to 3,932.69 and the Nasdaq Composite dropped 632.84 points, or 5.16%, to 11,633.57.</p><p>All 11 major sectors of the S&amp;P 500 ended the session deep in red territory.</p><p>Communications services, consumer discretionary and tech shares all plummeted more than 5%, while the tech subset semiconductor sector sank 6.2%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 7.76-to-1 ratio; on Nasdaq, a 3.64-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week high and 16 new lows; the Nasdaq Composite recorded 29 new highs and 163 new lows.</p><p>Volume on U.S. exchanges was 11.58 billion shares, compared with the 10.33 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Tumbles to Biggest Loss in Two Years Following CPI Data</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 Tumbles to Biggest Loss in Two Years Following CPI Data\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\">2022-09-14 04:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. consumer prices rise unexpectedly</li><li>Likelihood grows of a 100 bp Fed rate hike in Sept</li><li>Indexes slide: Dow 3.94%, S&amp;P 4.32%, Nasdaq 5.16%</li></ul><p>(Reuters) - A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report dashed hopes that the Federal Reserve could relent and scale back its policy tightening in the coming months.</p><p>All three major U.S. stock indexes veered sharply lower, snapping four-day winning streaks and notching their biggest one-day percentage drops since June 2020 during the throes of the COVID-19 pandemic.</p><p>Surging risk-off sentiment pulled every major sector deep into negative territory, with interest-rate-sensitive tech and tech-adjacent market leaders, led by <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> weighing heaviest.</p><p>&#34;(The sell-off) is not a surprise given the rally running up to the data,&#34; said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago.</p><p>The Labor Department&#39;s consumer price index (CPI) came in above consensus, interrupting a cooling trend and throwing cold water on hopes that the Federal Reserve could relent after September and ease up on its interest rate hikes.</p><p>Core CPI, which strips out volatile food and energy prices, increased more than expected, rising to 6.3% from 5.9% in July.</p><p>The report points to &#34;very persistent inflation and that means the Fed is going to remain engaged and raise rates,&#34; Nolte added. &#34;And that’s an anathema to equities.&#34;</p><p>Financial markets have fully priced in an interest rate hike of at least 75 basis points at the conclusion of the FOMC&#39;s policy meeting next week, with a 32% probability of a super-sized, full-percentage-point increase to the Fed funds target rate, according to CME&#39;s FedWatch tool.</p><p>&#34;The Fed has increased (interest rates) by three full percentage points in the last six months,&#34; Nolte said. &#34;We have not yet felt the full impact of all those increases. But we will feel it.&#34;</p><p>&#34;We are at recession’s doorstep.&#34;</p><p>Worries persist that a prolonged period of policy tightening from the Fed could tip the economy over the brink of recession.</p><p>The inversion of yields on two- and 10-year Treasury notes, regarded as a red flag of impending recession, widened further.</p><p>The Dow Jones Industrial Average fell 1,276.37 points, or 3.94%, to 31,104.97, the S&amp;P 500 lost 177.72 points, or 4.32%, to 3,932.69 and the Nasdaq Composite dropped 632.84 points, or 5.16%, to 11,633.57.</p><p>All 11 major sectors of the S&amp;P 500 ended the session deep in red territory.</p><p>Communications services, consumer discretionary and tech shares all plummeted more than 5%, while the tech subset semiconductor sector sank 6.2%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 7.76-to-1 ratio; on Nasdaq, a 3.64-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week high and 16 new lows; the Nasdaq Composite recorded 29 new highs and 163 new lows.</p><p>Volume on U.S. exchanges was 11.58 billion shares, compared with the 10.33 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267503275","content_text":"U.S. consumer prices rise unexpectedlyLikelihood grows of a 100 bp Fed rate hike in SeptIndexes slide: Dow 3.94%, S&P 4.32%, Nasdaq 5.16%(Reuters) - A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report dashed hopes that the Federal Reserve could relent and scale back its policy tightening in the coming months.All three major U.S. stock indexes veered sharply lower, snapping four-day winning streaks and notching their biggest one-day percentage drops since June 2020 during the throes of the COVID-19 pandemic.Surging risk-off sentiment pulled every major sector deep into negative territory, with interest-rate-sensitive tech and tech-adjacent market leaders, led by Apple Inc, Microsoft Corp and Amazon.com Inc weighing heaviest.\"(The sell-off) is not a surprise given the rally running up to the data,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago.The Labor Department's consumer price index (CPI) came in above consensus, interrupting a cooling trend and throwing cold water on hopes that the Federal Reserve could relent after September and ease up on its interest rate hikes.Core CPI, which strips out volatile food and energy prices, increased more than expected, rising to 6.3% from 5.9% in July.The report points to \"very persistent inflation and that means the Fed is going to remain engaged and raise rates,\" Nolte added. \"And that’s an anathema to equities.\"Financial markets have fully priced in an interest rate hike of at least 75 basis points at the conclusion of the FOMC's policy meeting next week, with a 32% probability of a super-sized, full-percentage-point increase to the Fed funds target rate, according to CME's FedWatch tool.\"The Fed has increased (interest rates) by three full percentage points in the last six months,\" Nolte said. \"We have not yet felt the full impact of all those increases. But we will feel it.\"\"We are at recession’s doorstep.\"Worries persist that a prolonged period of policy tightening from the Fed could tip the economy over the brink of recession.The inversion of yields on two- and 10-year Treasury notes, regarded as a red flag of impending recession, widened further.The Dow Jones Industrial Average fell 1,276.37 points, or 3.94%, to 31,104.97, the S&P 500 lost 177.72 points, or 4.32%, to 3,932.69 and the Nasdaq Composite dropped 632.84 points, or 5.16%, to 11,633.57.All 11 major sectors of the S&P 500 ended the session deep in red territory.Communications services, consumer discretionary and tech shares all plummeted more than 5%, while the tech subset semiconductor sector sank 6.2%.Declining issues outnumbered advancing ones on the NYSE by a 7.76-to-1 ratio; on Nasdaq, a 3.64-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week high and 16 new lows; the Nasdaq Composite recorded 29 new highs and 163 new lows.Volume on U.S. exchanges was 11.58 billion shares, compared with the 10.33 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935401954,"gmtCreate":1663118083778,"gmtModify":1676537207116,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935401954","repostId":"1150110459","repostType":4,"repost":{"id":"1150110459","pubTimestamp":1663110393,"share":"https://ttm.financial/m/news/1150110459?lang=&edition=fundamental","pubTime":"2022-09-14 07:06","market":"us","language":"en","title":"\"They Should Do 100\": Wall Street Debates the Fed’s Next Rate Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1150110459","media":"Bloomberg","summary":"‘Markets would hate it’ versus ‘the market might rally’100-point basis move would ‘reinforce credibi","content":"<html><head></head><body><ul><li>‘Markets would hate it’ versus ‘the market might rally’</li><li>100-point basis move would ‘reinforce credibility’: Summers</li></ul><p>Tuesday’s unexpectedly hot inflation reading virtually assured markets that the Federal Reserve will raise rates by 75 basis points next week. Wall Street then began to weigh the chance that the Fed might make a more dramatic statement.</p><p>The odds for a 100 basis point rate hike jumped more than 20% after the consumer price index showed an increase from July. With hopes of a “Fed pivot” firmly dashed, the S&amp;P 500 Index tumbled as much as 3.2%.</p><p>Most investment professionals doubted that an unexpectedly high inflation reading would push the central bank off course to raise rates at their September meeting by an amount not seen since 1984.</p><p>“The Fed will want to follow what the market expects and the market is really expecting a 75 basis points move -– so that’s what the Fed will do,” said Tom Di Galoma, managing director at Seaport Global.</p><p>But on Tuesday, Nomura economists changed their forecast for the Fed’s September meeting from a 75 to 100 basis points, writing that “a more aggressive path of interest rate hikes will be needed to combat increasingly entrenched inflation.”</p><p>Larry Summers, former Treasury Secretary and the President Emeritus of Harvard University, tweeted that if he was a Fed official, he would pick “a 100 basis points move to reinforce credibility.”</p><p>And Scott Buchta, head of fixed-income strategy at Brean Capital, said that if the Fed needs to raise rates sharply, it would be best to do so quickly and get it over with.</p><p>“Seventy-five is most likely, but they should do 100,” he said.</p><p><img src=\"https://static.tigerbbs.com/488325a43551ea5baed1404b2226daae\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>Here’s what other Wall Street strategists said:</p><p>Andrew Lekas, head of FICC trading at Old Mission Capital:</p><blockquote>“Oddly enough, I think the market might rally,” he said. “They want to see the Fed take things seriously on the inflation front, and the sooner we get to the end of these hikes the better.”</blockquote><blockquote>“The knee-jerk reaction is probably lower in all risk assets, and there’s the obvious funding impact on anyone who is using leverage, but for the medium term health of the market I think 100 might make sense.”</blockquote><p>Steven Englander, head of Group-of-10 currency research at Standard Charter:</p><blockquote>“If you are on the FOMC and believe that the market needs shock and awe to lower inflation expectations, then maybe you argue for 100bps. I think it’s more sensible for the FOMC to say ‘we can keep raising rates as far as we have to but don’t have to do it at once.’”</blockquote><p>Ian Shepherdson, chief economist at Pantheon Macroeconomics:</p><blockquote>“Eleven Fed officials have made it very clear that they will not slow the pace of rate hikes until they see convincing evidence that core inflation pressure is easing on a sequential basis. These data mean that the chance of a 50bp hike next week has gone,” he said. “But the 20% chance of a 100bp hike now priced-in looks over the top.”</blockquote><p>Kate Moore, BlackRock Head of Thematic Strategy for Global Allocation:</p><blockquote>“We haven’t changed our call (75bp) but I think it’s really wise to adjust expectations around the forward path especially to the year end,” she said. “The fact that 100bps is starting to get somewhat priced into the market, it’s a bit destabilizing for the equity market.”</blockquote><p>Nisha Patel, director and portfolio manager of fixed income at Parametric:</p><blockquote>“Don’t be surprised if the Fed’s hand is forced to do 100bps. The idea that inflation had peaked has been dispelled and now the likelihood of that soft landing for the economy has only decreased. Expect long-bond yields likely to come down leading up to the September meeting as recessionary risk increases.”</blockquote><p>Seema Shah, Chief Global Strategist at Principal Global Investors:</p><blockquote>“Until the Fed can tame that beast, there is simply no room for a discussion on pivots or pauses.”</blockquote><p>Alex Chaloff, co-head of investment strategies at Bernstein Private Wealth Management:</p><blockquote>“Powell has been more careful with his communications. If we go for 100bps, I would expect we would get the same tipping of the hand as we have gotten when we did 75bps.”</blockquote></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>\"They Should Do 100\": Wall Street Debates the Fed’s Next Rate Move</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\">\n\"They Should Do 100\": Wall Street Debates the Fed’s Next Rate Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-13/-they-should-do-100-traders-debate-the-fed-s-next-rate-move?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Markets would hate it’ versus ‘the market might rally’100-point basis move would ‘reinforce credibility’: SummersTuesday’s unexpectedly hot inflation reading virtually assured markets that the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-13/-they-should-do-100-traders-debate-the-fed-s-next-rate-move?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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-13/-they-should-do-100-traders-debate-the-fed-s-next-rate-move?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150110459","content_text":"‘Markets would hate it’ versus ‘the market might rally’100-point basis move would ‘reinforce credibility’: SummersTuesday’s unexpectedly hot inflation reading virtually assured markets that the Federal Reserve will raise rates by 75 basis points next week. Wall Street then began to weigh the chance that the Fed might make a more dramatic statement.The odds for a 100 basis point rate hike jumped more than 20% after the consumer price index showed an increase from July. With hopes of a “Fed pivot” firmly dashed, the S&P 500 Index tumbled as much as 3.2%.Most investment professionals doubted that an unexpectedly high inflation reading would push the central bank off course to raise rates at their September meeting by an amount not seen since 1984.“The Fed will want to follow what the market expects and the market is really expecting a 75 basis points move -– so that’s what the Fed will do,” said Tom Di Galoma, managing director at Seaport Global.But on Tuesday, Nomura economists changed their forecast for the Fed’s September meeting from a 75 to 100 basis points, writing that “a more aggressive path of interest rate hikes will be needed to combat increasingly entrenched inflation.”Larry Summers, former Treasury Secretary and the President Emeritus of Harvard University, tweeted that if he was a Fed official, he would pick “a 100 basis points move to reinforce credibility.”And Scott Buchta, head of fixed-income strategy at Brean Capital, said that if the Fed needs to raise rates sharply, it would be best to do so quickly and get it over with.“Seventy-five is most likely, but they should do 100,” he said.Here’s what other Wall Street strategists said:Andrew Lekas, head of FICC trading at Old Mission Capital:“Oddly enough, I think the market might rally,” he said. “They want to see the Fed take things seriously on the inflation front, and the sooner we get to the end of these hikes the better.”“The knee-jerk reaction is probably lower in all risk assets, and there’s the obvious funding impact on anyone who is using leverage, but for the medium term health of the market I think 100 might make sense.”Steven Englander, head of Group-of-10 currency research at Standard Charter:“If you are on the FOMC and believe that the market needs shock and awe to lower inflation expectations, then maybe you argue for 100bps. I think it’s more sensible for the FOMC to say ‘we can keep raising rates as far as we have to but don’t have to do it at once.’”Ian Shepherdson, chief economist at Pantheon Macroeconomics:“Eleven Fed officials have made it very clear that they will not slow the pace of rate hikes until they see convincing evidence that core inflation pressure is easing on a sequential basis. These data mean that the chance of a 50bp hike next week has gone,” he said. “But the 20% chance of a 100bp hike now priced-in looks over the top.”Kate Moore, BlackRock Head of Thematic Strategy for Global Allocation:“We haven’t changed our call (75bp) but I think it’s really wise to adjust expectations around the forward path especially to the year end,” she said. “The fact that 100bps is starting to get somewhat priced into the market, it’s a bit destabilizing for the equity market.”Nisha Patel, director and portfolio manager of fixed income at Parametric:“Don’t be surprised if the Fed’s hand is forced to do 100bps. The idea that inflation had peaked has been dispelled and now the likelihood of that soft landing for the economy has only decreased. Expect long-bond yields likely to come down leading up to the September meeting as recessionary risk increases.”Seema Shah, Chief Global Strategist at Principal Global Investors:“Until the Fed can tame that beast, there is simply no room for a discussion on pivots or pauses.”Alex Chaloff, co-head of investment strategies at Bernstein Private Wealth Management:“Powell has been more careful with his communications. If we go for 100bps, I would expect we would get the same tipping of the hand as we have gotten when we did 75bps.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935403572,"gmtCreate":1663118070296,"gmtModify":1676537207101,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935403572","repostId":"1183517691","repostType":4,"repost":{"id":"1183517691","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1663113755,"share":"https://ttm.financial/m/news/1183517691?lang=&edition=fundamental","pubTime":"2022-09-14 08:02","market":"us","language":"en","title":"These Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1183517691","media":"Dow Jones","summary":"A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core cons","content":"<html><head></head><body><p>A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.</p><p>Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.</p><p>The benchmark S&amp;P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.</p><p>Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.</p><p>The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.</p><p>Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&amp;P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.</p><p>The five largest companies in the S&amp;P 500 by market capitalization shed $477 billion in value, as you can see here:</p><h3><img src=\"https://static.tigerbbs.com/dd178e0108ce4b2c9410e7e0e670e76c\" tg-width=\"938\" tg-height=\"559\" width=\"100%\" height=\"auto\"/>Worst decliners in the S&amp;P 500</h3><p>Among the six stocks in the S&amp;P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.</p><p>Here are the 20 worst performers in the large-cap benchmark index for the day:</p><p><img src=\"https://static.tigerbbs.com/465e49e6ccf58730c810e9848bbfbad8\" tg-width=\"879\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/b93fc3b9a6b8eff09be13992f3fc5c80\" tg-width=\"879\" tg-height=\"477\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2022-09-14 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.</p><p>Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.</p><p>The benchmark S&amp;P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.</p><p>Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.</p><p>The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.</p><p>Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&amp;P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.</p><p>The five largest companies in the S&amp;P 500 by market capitalization shed $477 billion in value, as you can see here:</p><h3><img src=\"https://static.tigerbbs.com/dd178e0108ce4b2c9410e7e0e670e76c\" tg-width=\"938\" tg-height=\"559\" width=\"100%\" height=\"auto\"/>Worst decliners in the S&amp;P 500</h3><p>Among the six stocks in the S&amp;P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.</p><p>Here are the 20 worst performers in the large-cap benchmark index for the day:</p><p><img src=\"https://static.tigerbbs.com/465e49e6ccf58730c810e9848bbfbad8\" tg-width=\"879\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/b93fc3b9a6b8eff09be13992f3fc5c80\" tg-width=\"879\" tg-height=\"477\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","MSFT":"微软","AMZN":"亚马逊","AAPL":"苹果","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183517691","content_text":"A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.The benchmark S&P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.The five largest companies in the S&P 500 by market capitalization shed $477 billion in value, as you can see here:Worst decliners in the S&P 500Among the six stocks in the S&P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.Here are the 20 worst performers in the large-cap benchmark index for the day:","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935172916,"gmtCreate":1663056825636,"gmtModify":1676537193083,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935172916","repostId":"1190990790","repostType":4,"repost":{"id":"1190990790","pubTimestamp":1663049078,"share":"https://ttm.financial/m/news/1190990790?lang=&edition=fundamental","pubTime":"2022-09-13 14:04","market":"us","language":"en","title":"Palantir: Undervalued Stock, But Perspective And Patience Are Required","url":"https://stock-news.laohu8.com/highlight/detail?id=1190990790","media":"Seeking Alpha","summary":"SummaryInvestors are frustrated with Palantir’s first half of 2022 results but are forgetting some k","content":"<html><head></head><body><p>Summary</p><ul><li>Investors are frustrated with Palantir’s first half of 2022 results but are forgetting some key metrics that indicate the market is overreacting and growth is ahead for the stock.</li><li>Palantir is oversold and undervalued, with a much lower price-to-sales ratio and price-to-free cash flow than its competitors.</li><li>Leadership has estimated profitability will not be reached until 2025, yet Palantir could be profitable much sooner if government revenue regains growth and SBC continues to decrease.</li><li>The bleeding losses of operating income from previous SPAC investments are almost over.</li><li>Palantir’s leadership team is determined to grow their business their way and on their own time horizon. Investors must understand this and stay patient.</li></ul><p><b>Thesis</b>:</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> is an undervalued software stock especially compared to its competition. It has become oversold this past month, losing nearly 22% of its share price in the last month. What&#39;s interesting is a lot of the sellingis coming from retail investors, of which shareholder count hasdropped 8%year-over-year, but institutions have increased their holdings bynearly 10%in the same time frame. I believe the reason for this is that the institutions understand how significantly undervalued the company is, how strong their balance sheet is, and are demonstrating consistently high commercial customer growth rates.</p><p><img src=\"https://static.tigerbbs.com/b2275f8af882cbce0d373032e7e532d8\" tg-width=\"640\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>DCF from Simply Wall St.</p><p><b>What are the Bears and Bulls Saying About Palantir Stock?Bears Feel Really Smart Right Now</b></p><p>Palantir bears are feeling good right about now, and it is easy to see why. Palantir has been publicly traded for almost two years, and it is 26% lower in share price than the day of its DPO. Palantir bears&#39; main thesis typically is around the company diluting shareholders, which has so far been true, with shareholders being diluted over 28% since the company went DPO. The other two main bear theses that surround Palantir are:</p><ul><li>Palantir is a consulting company and most of their revenue is government-dependent. We will discuss further how this may be perceived but is incorrect.</li></ul><ul><li>The company is overvalued, not profitable, and now missing their 30% sales growth forecast. The stock does still have bears that are extremely short on the company with the short interest of the stock at nearly 7%.</li></ul><p><b>Bulls are Getting Impatient, Frustrated with Earnings, Concerned About Thesis</b></p><p>Palantir bulls rightfully are frustrated with the company&#39;s latest earnings results and are concerned about the stock reaching their initial long-term expectations. This company had retail investors screaming from the rooftops that this is a trillion-dollar market cap stock in the making. Palantir has a very large retail investor following totaling nearly 52% of all shares, and this group of investors has been very vocal on their feelings of disappointment and concern.</p><p>All you have to do is search for Palantir articles onSeeking Alpha, check the Reddit boards, type $PLTR in Twitter, or watch the hundreds of videos posted on YouTube about the stock. Now in full transparency, I am a retail investor of Palantir, and this is my number one stock holding. I too have aYouTube Channeland podcast on investing, and over45 videos on the stock, as I am very bullish on the stock.</p><p>However, I am very objective in my perspective on this company and am aware of the risks and rewards it could present. My time horizon for this stock is at least 10 to 20yrs, as long as my thesis is intact. Once a thesis is broken, I have to truly reconsider my position in a stock and if it is time to get out. I will share my fair criticisms and risks surrounding this stock but also, why the stock is undervalued at the moment and requires patience and perspective to reap the rewards I believe it will deliver.</p><p><b>How Much Risk Does Palantir Stock Present?</b></p><p>The definition of risk is to have something valued that is exposed to danger, harm, or loss. If Palantir was your only stock that you held in your portfolio, I would agree you have a lot of risk in this stock. However, if you have a well-diversified portfolio, a time horizon longer than five years, and just want to beat the market average in those five-plus years, then there is limited risk in Palantir in my opinion.</p><p>Palantir is a stock not for short-term shareholders, nor one for the faint of heart, as it is very volatile, and not for investors who cannot get over the management style of the company. This stock holds a beta of 1.82, meaning when Palantir&#39;s stock fluctuates up or down it is almost 2x the size of what the market average is.</p><p>This reason, and the lack of profitability Palantir has currently, is why institutional investor holdings are not over 50% just yet. It is also the reason the retail investing community has gotten frustrated from the whiplash their shares have taken. The risks are different for every investor when it comes to Palantir or any stock because everyone&#39;s situation is unique. Therefore, it is important to know yourself as an investor why you are investing, understand your risk-tolerance, and when you need the money. If you have patience, can dollar-cost average during a long-term horizon, understand the nature of Palantir&#39;s customers, and business model, then you will not consider it risky to be a Palantir shareholder.</p><p>I believe the Institutional Investor Community is understanding these things more and more, and as a result, the number of institutional shares held since December 2020 has increased over 3.5x!</p><p><img src=\"https://static.tigerbbs.com/52ae4a5ae1b792298aeb9fa0942f8dae\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Institutional Holdings from Fintel.io</p><p><b>The Ugly</b></p><p>Let me begin by saying I was disappointed by the Q2 2022 earnings results, considering the revenue they achieved was what they said their base case was for Q2 expectations during Q1. Palantir also made this their third quarter in a row missing analysts&#39; expectations on earnings. I don&#39;t care who you are in the stock market, three misses in a row never provide analysts or investors additional confidence in your company.</p><p>I also was not a fan of how leadership conducted themselves on the earnings call, getting short with those asking questions and sharing that some of their customers do not even like them but must use them because their product is that good. It is one thing to be overly confident or even slightly arrogant on an earnings call if you are exceeding all expectations, but it is a totally different one when performance has been consistently declining in different areas.</p><p>Management dropped their commitment for 30% annual growth in 2022 and dropped a bomb on investors whenCEO Alex Karp said2025 is when the company will reach profitability. The company is growing their government revenue 13% year-over-year, but this metric has decreased five quarters in a row, leaving much concern for investors. Palantir also had to take a loss of over $135M for their losses from their SPAC investments.</p><p>The sequential decline in stock-based compensation was only 2% less than the previous quarter and was $145.7M. Palantir had a net loss of $179.3M for their Q2 2022 performance, because of all these factors and due to significant government revenue pushing out due to timing of government budgets and deal cycles.</p><p><b>It is All About Perspective, Patience, and Expectations</b></p><p>I believe the short-term expectations of Palantir stock have been over-zealous from myself, other retail investors, and institutional investors. In my opinion, there are several reasons expectations got out of hand quickly, and perspective was lost. Here are the main reasons listed below:</p><ul><li>The amazing capabilities of Palantir&#39;s software and outcomes it has proven already in the government sector.</li></ul><ul><li>The wild success this non-government entity had selling to the U.S. and other western allied governments for nearly 17 years before coming public.</li></ul><ul><li>The salesmanship of Alex Karp and the ability to keep this company generating meaningful revenue annually without a salesforce.</li></ul><ul><li>Being co-founded by Peter Thiel, one of the world&#39;s greatest private investors and former founder of PayPal. He also is the largest insider shareholder at 7% of all shares.</li></ul><p>Now let&#39;s bring everything into perspective for both the bears and bulls for this stock. There are some fundamental truths concerning this stock and company right now, starting with the stock being undervalued from a price-to sales ratio of 9, which is significantly lower than its peers both in price to free cash flow as well as revenue per employee and revenue per customer. Below you can see C3.ai (AI) and Alteryx (AYX) do not even produce free cash flow, and Snowflake (SNOW) is over 3x more expensive regarding price to free cash flow than Palantir.</p><p><img src=\"https://static.tigerbbs.com/246909b571268c0cc29bc3a7d39f9a24\" tg-width=\"1280\" tg-height=\"877\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>PLTR Price to Free Cash Flow data by YCharts</p><p>The government revenue is not always going to be decelerating as government spending goes in cycles and is very lumpy in nature. This past July, a record-breaking Department of Defense budget was approved by the senate this year for$858 billionand is projected to grow to an annual budget of $1 trillion by 2026. These past seven months we have had the war between Russia and Ukraine going on, with Palantir assisting the country of Ukraine any way they can with their Gotham &amp; Foundry platforms. I believe there could be increased opportunity for Palantir to be able to assist other NATO countries in the defense against Russia with their software.</p><p>As stated, before Palantir has an exceptionalbalance sheetand is building their company their way, whether investors like it or not. The reassuring thing is they have plenty of assets and cash to get to the $4.5 billion annual revenue goal in 2025. The company is seeing significant growth in its U.S. commercial business, and it was the diamond in the rough for their Q2 FY22 earnings report.</p><p><img src=\"https://static.tigerbbs.com/6d2ca285fd940aa59d1fc83504bc2f78\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Q2 2022 Financial Earnings Report</p><p>We can see the inflation the European countries are going through is significant and it has impacted the commercial customer growth outside the United States for Palantir. This past Monday, September 5th, the Euro dropped below 99 U.S. cents for the first time in over 20 years and the latest inflation rate was 9.1%. I bring this up because when you look at the 20 net new commercial customers Palantir acquired in Q2, only three of them were outside the United States.</p><p><b>What to Watch for With Palantir</b></p><p>There may still be some short-term turbulence for growth stocks like Palantir, with more interest rate hikes to come globally, including in the United States. However, Palantir&#39;s balance sheet is a flawless fortress for the company to stand on and grow their business while other companies are letting go employees. Palantir plans on having a 25% growth in employee headcount completed by the end of 2022! This is just one of many indicators that we could see Palantir hitting an inflection point for their business.</p><p><img src=\"https://static.tigerbbs.com/ffc2feed0b7b1533f2c6e5923279f077\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Q2 2022 Financial Earnings Presentation</p><p>Remember, the ramp-up time is anywhere between 9-12 months for new Palantir sales employees, so we won&#39;t see the true benefits of the sales reps hired today until next year. Another indicator is Palantir has received significantly increased institutional investing since being a public company these past two years, as stated earlier. We know there is a finite amount of losses Palantir can achieve on their remaining SPAC investments and that negative hit to the operating income will be gone.</p><p>This company is not perfect by any means, and I believe you should never &#34;marry&#34; a stock but invest in your thesis and the fundamentals of a business. I believe based off the fundamentals of Palantir&#39;s business and where its share price is today, the stock is very undervalued for long-term investors. You also have to really understand how your company makes money and how their business model operates. Remember, Palantir has a three-tiered business model of (acquire, expand, scale) in which they invest in the customer upfront and ensure their problems get solved with the software and value is realized quickly. This is still a complex process that requires a forward engineer and some hand-holding for this process to be a success. Most of their customers don&#39;t yield a lot of revenue and profits until they reach the scale phase, but when they do the growth is exponential in nature, and switching costs are much higher due to how entrenched the customer is in the platform.</p><p>I will be looking out for continued commercial customer growth in the next few quarters that mimics what they have achieved previously. You will want to check to see at the end of the year if their revenues for each tier of their business model grew year-over-year. I am also expecting better government revenues in 2023, as the new government budget will be in effect then. I also want to see some sort of freemium model come out to increase the number of developers using the Foundry platform, or a major expansion on Foundry for Builders (their program for net new potential customers). Lastly, I would like to see more participation in technology conferences and publicizing the effectiveness of their software platform. Overall, I believe we see improvement in the share price and opportunities for Palantir to succeed 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>Palantir: Undervalued Stock, But Perspective And Patience Are Required</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\">\nPalantir: Undervalued Stock, But Perspective And Patience Are Required\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4540470-palantir-undervalued-stock-but-perspective-and-patience-are-required><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInvestors are frustrated with Palantir’s first half of 2022 results but are forgetting some key metrics that indicate the market is overreacting and growth is ahead for the stock.Palantir is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4540470-palantir-undervalued-stock-but-perspective-and-patience-are-required\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4540470-palantir-undervalued-stock-but-perspective-and-patience-are-required","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190990790","content_text":"SummaryInvestors are frustrated with Palantir’s first half of 2022 results but are forgetting some key metrics that indicate the market is overreacting and growth is ahead for the stock.Palantir is oversold and undervalued, with a much lower price-to-sales ratio and price-to-free cash flow than its competitors.Leadership has estimated profitability will not be reached until 2025, yet Palantir could be profitable much sooner if government revenue regains growth and SBC continues to decrease.The bleeding losses of operating income from previous SPAC investments are almost over.Palantir’s leadership team is determined to grow their business their way and on their own time horizon. Investors must understand this and stay patient.Thesis:Palantir Technologies Inc. is an undervalued software stock especially compared to its competition. It has become oversold this past month, losing nearly 22% of its share price in the last month. What's interesting is a lot of the sellingis coming from retail investors, of which shareholder count hasdropped 8%year-over-year, but institutions have increased their holdings bynearly 10%in the same time frame. I believe the reason for this is that the institutions understand how significantly undervalued the company is, how strong their balance sheet is, and are demonstrating consistently high commercial customer growth rates.DCF from Simply Wall St.What are the Bears and Bulls Saying About Palantir Stock?Bears Feel Really Smart Right NowPalantir bears are feeling good right about now, and it is easy to see why. Palantir has been publicly traded for almost two years, and it is 26% lower in share price than the day of its DPO. Palantir bears' main thesis typically is around the company diluting shareholders, which has so far been true, with shareholders being diluted over 28% since the company went DPO. The other two main bear theses that surround Palantir are:Palantir is a consulting company and most of their revenue is government-dependent. We will discuss further how this may be perceived but is incorrect.The company is overvalued, not profitable, and now missing their 30% sales growth forecast. The stock does still have bears that are extremely short on the company with the short interest of the stock at nearly 7%.Bulls are Getting Impatient, Frustrated with Earnings, Concerned About ThesisPalantir bulls rightfully are frustrated with the company's latest earnings results and are concerned about the stock reaching their initial long-term expectations. This company had retail investors screaming from the rooftops that this is a trillion-dollar market cap stock in the making. Palantir has a very large retail investor following totaling nearly 52% of all shares, and this group of investors has been very vocal on their feelings of disappointment and concern.All you have to do is search for Palantir articles onSeeking Alpha, check the Reddit boards, type $PLTR in Twitter, or watch the hundreds of videos posted on YouTube about the stock. Now in full transparency, I am a retail investor of Palantir, and this is my number one stock holding. I too have aYouTube Channeland podcast on investing, and over45 videos on the stock, as I am very bullish on the stock.However, I am very objective in my perspective on this company and am aware of the risks and rewards it could present. My time horizon for this stock is at least 10 to 20yrs, as long as my thesis is intact. Once a thesis is broken, I have to truly reconsider my position in a stock and if it is time to get out. I will share my fair criticisms and risks surrounding this stock but also, why the stock is undervalued at the moment and requires patience and perspective to reap the rewards I believe it will deliver.How Much Risk Does Palantir Stock Present?The definition of risk is to have something valued that is exposed to danger, harm, or loss. If Palantir was your only stock that you held in your portfolio, I would agree you have a lot of risk in this stock. However, if you have a well-diversified portfolio, a time horizon longer than five years, and just want to beat the market average in those five-plus years, then there is limited risk in Palantir in my opinion.Palantir is a stock not for short-term shareholders, nor one for the faint of heart, as it is very volatile, and not for investors who cannot get over the management style of the company. This stock holds a beta of 1.82, meaning when Palantir's stock fluctuates up or down it is almost 2x the size of what the market average is.This reason, and the lack of profitability Palantir has currently, is why institutional investor holdings are not over 50% just yet. It is also the reason the retail investing community has gotten frustrated from the whiplash their shares have taken. The risks are different for every investor when it comes to Palantir or any stock because everyone's situation is unique. Therefore, it is important to know yourself as an investor why you are investing, understand your risk-tolerance, and when you need the money. If you have patience, can dollar-cost average during a long-term horizon, understand the nature of Palantir's customers, and business model, then you will not consider it risky to be a Palantir shareholder.I believe the Institutional Investor Community is understanding these things more and more, and as a result, the number of institutional shares held since December 2020 has increased over 3.5x!Institutional Holdings from Fintel.ioThe UglyLet me begin by saying I was disappointed by the Q2 2022 earnings results, considering the revenue they achieved was what they said their base case was for Q2 expectations during Q1. Palantir also made this their third quarter in a row missing analysts' expectations on earnings. I don't care who you are in the stock market, three misses in a row never provide analysts or investors additional confidence in your company.I also was not a fan of how leadership conducted themselves on the earnings call, getting short with those asking questions and sharing that some of their customers do not even like them but must use them because their product is that good. It is one thing to be overly confident or even slightly arrogant on an earnings call if you are exceeding all expectations, but it is a totally different one when performance has been consistently declining in different areas.Management dropped their commitment for 30% annual growth in 2022 and dropped a bomb on investors whenCEO Alex Karp said2025 is when the company will reach profitability. The company is growing their government revenue 13% year-over-year, but this metric has decreased five quarters in a row, leaving much concern for investors. Palantir also had to take a loss of over $135M for their losses from their SPAC investments.The sequential decline in stock-based compensation was only 2% less than the previous quarter and was $145.7M. Palantir had a net loss of $179.3M for their Q2 2022 performance, because of all these factors and due to significant government revenue pushing out due to timing of government budgets and deal cycles.It is All About Perspective, Patience, and ExpectationsI believe the short-term expectations of Palantir stock have been over-zealous from myself, other retail investors, and institutional investors. In my opinion, there are several reasons expectations got out of hand quickly, and perspective was lost. Here are the main reasons listed below:The amazing capabilities of Palantir's software and outcomes it has proven already in the government sector.The wild success this non-government entity had selling to the U.S. and other western allied governments for nearly 17 years before coming public.The salesmanship of Alex Karp and the ability to keep this company generating meaningful revenue annually without a salesforce.Being co-founded by Peter Thiel, one of the world's greatest private investors and former founder of PayPal. He also is the largest insider shareholder at 7% of all shares.Now let's bring everything into perspective for both the bears and bulls for this stock. There are some fundamental truths concerning this stock and company right now, starting with the stock being undervalued from a price-to sales ratio of 9, which is significantly lower than its peers both in price to free cash flow as well as revenue per employee and revenue per customer. Below you can see C3.ai (AI) and Alteryx (AYX) do not even produce free cash flow, and Snowflake (SNOW) is over 3x more expensive regarding price to free cash flow than Palantir.PLTR Price to Free Cash Flow data by YChartsThe government revenue is not always going to be decelerating as government spending goes in cycles and is very lumpy in nature. This past July, a record-breaking Department of Defense budget was approved by the senate this year for$858 billionand is projected to grow to an annual budget of $1 trillion by 2026. These past seven months we have had the war between Russia and Ukraine going on, with Palantir assisting the country of Ukraine any way they can with their Gotham & Foundry platforms. I believe there could be increased opportunity for Palantir to be able to assist other NATO countries in the defense against Russia with their software.As stated, before Palantir has an exceptionalbalance sheetand is building their company their way, whether investors like it or not. The reassuring thing is they have plenty of assets and cash to get to the $4.5 billion annual revenue goal in 2025. The company is seeing significant growth in its U.S. commercial business, and it was the diamond in the rough for their Q2 FY22 earnings report.Q2 2022 Financial Earnings ReportWe can see the inflation the European countries are going through is significant and it has impacted the commercial customer growth outside the United States for Palantir. This past Monday, September 5th, the Euro dropped below 99 U.S. cents for the first time in over 20 years and the latest inflation rate was 9.1%. I bring this up because when you look at the 20 net new commercial customers Palantir acquired in Q2, only three of them were outside the United States.What to Watch for With PalantirThere may still be some short-term turbulence for growth stocks like Palantir, with more interest rate hikes to come globally, including in the United States. However, Palantir's balance sheet is a flawless fortress for the company to stand on and grow their business while other companies are letting go employees. Palantir plans on having a 25% growth in employee headcount completed by the end of 2022! This is just one of many indicators that we could see Palantir hitting an inflection point for their business.Q2 2022 Financial Earnings PresentationRemember, the ramp-up time is anywhere between 9-12 months for new Palantir sales employees, so we won't see the true benefits of the sales reps hired today until next year. Another indicator is Palantir has received significantly increased institutional investing since being a public company these past two years, as stated earlier. We know there is a finite amount of losses Palantir can achieve on their remaining SPAC investments and that negative hit to the operating income will be gone.This company is not perfect by any means, and I believe you should never \"marry\" a stock but invest in your thesis and the fundamentals of a business. I believe based off the fundamentals of Palantir's business and where its share price is today, the stock is very undervalued for long-term investors. You also have to really understand how your company makes money and how their business model operates. Remember, Palantir has a three-tiered business model of (acquire, expand, scale) in which they invest in the customer upfront and ensure their problems get solved with the software and value is realized quickly. This is still a complex process that requires a forward engineer and some hand-holding for this process to be a success. Most of their customers don't yield a lot of revenue and profits until they reach the scale phase, but when they do the growth is exponential in nature, and switching costs are much higher due to how entrenched the customer is in the platform.I will be looking out for continued commercial customer growth in the next few quarters that mimics what they have achieved previously. You will want to check to see at the end of the year if their revenues for each tier of their business model grew year-over-year. I am also expecting better government revenues in 2023, as the new government budget will be in effect then. I also want to see some sort of freemium model come out to increase the number of developers using the Foundry platform, or a major expansion on Foundry for Builders (their program for net new potential customers). Lastly, I would like to see more participation in technology conferences and publicizing the effectiveness of their software platform. Overall, I believe we see improvement in the share price and opportunities for Palantir to succeed in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935176448,"gmtCreate":1663056798884,"gmtModify":1676537193074,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935176448","repostId":"2266031622","repostType":4,"repost":{"id":"2266031622","pubTimestamp":1663050395,"share":"https://ttm.financial/m/news/2266031622?lang=&edition=fundamental","pubTime":"2022-09-13 14:26","market":"uk","language":"en","title":"How Big Will the BHP Dividend Be in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2266031622","media":"MotleyFool","summary":"One of the most popular options for income investors on the Australian share market is the BHP Group","content":"<html><head></head><body><p>One of the most popular options for income investors on the Australian share market is the <b>BHP Group Ltd</b> (ASX: BHP) dividend.</p><p>And it isn’t hard to see why. The mining giant has been rewarding its shareholders handsomely with big dividend payments in recent years.</p><p>This continued in FY 2022, with BHP declaring a fully franked full year dividend of US$3.25 (A$4.75) per share. Based on the latest BHP share price of $39.18, this equates to a very generous 12% dividend yield.</p><p>In light of this, investors may be wondering what is next for the BHP dividend. Let’s take a look at what one broker is expecting from the Big Australian.</p><h2>How big will the BHP dividend be in FY 2023?</h2><p>According to a recent note out of Morgans, its analysts are expecting the company’s dividend to be trimmed a touch in FY 2023. The broker is currently forecasting a US$2.84 (A$4.15) per share fully franked dividend over the next 12 months.</p><p>However, this still equates to a double-digit yield of approximately 10.5% for investors, which is among the best you’ll find on the local share market.</p><p>In addition, the broker sees plenty of upside potential for the BHP share price. It currently has an add rating and $48.00 price target on the company’s shares.</p><p>The company also made another appearance on Morgans’ best ideas list for September. It commented:</p><blockquote>We view BHP as relatively low risk given its superior diversification relative to its major global mining peers. The spread of BHP’s operations also supplies some defence against direct COVID-19 impact on earnings contributors. While there are more leveraged plays sensitive to a global recovery scenario, we see BHP as holding an attractive combination of upside sensitivity, balance sheet strength and resilient dividend profile.</blockquote></body></html>","source":"motleyfoolau_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>How Big Will the BHP Dividend Be 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\">\nHow Big Will the BHP Dividend Be in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2022/09/12/how-big-will-the-bhp-dividend-be-in-2023/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular options for income investors on the Australian share market is the BHP Group Ltd (ASX: BHP) dividend.And it isn’t hard to see why. The mining giant has been rewarding its ...</p>\n\n<a href=\"https://www.fool.com.au/2022/09/12/how-big-will-the-bhp-dividend-be-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BHP.UK":"必和必拓公司","BHP.AU":"BHP GROUP LTD","BHP":"必和必拓公司"},"source_url":"https://www.fool.com.au/2022/09/12/how-big-will-the-bhp-dividend-be-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266031622","content_text":"One of the most popular options for income investors on the Australian share market is the BHP Group Ltd (ASX: BHP) dividend.And it isn’t hard to see why. The mining giant has been rewarding its shareholders handsomely with big dividend payments in recent years.This continued in FY 2022, with BHP declaring a fully franked full year dividend of US$3.25 (A$4.75) per share. Based on the latest BHP share price of $39.18, this equates to a very generous 12% dividend yield.In light of this, investors may be wondering what is next for the BHP dividend. Let’s take a look at what one broker is expecting from the Big Australian.How big will the BHP dividend be in FY 2023?According to a recent note out of Morgans, its analysts are expecting the company’s dividend to be trimmed a touch in FY 2023. The broker is currently forecasting a US$2.84 (A$4.15) per share fully franked dividend over the next 12 months.However, this still equates to a double-digit yield of approximately 10.5% for investors, which is among the best you’ll find on the local share market.In addition, the broker sees plenty of upside potential for the BHP share price. It currently has an add rating and $48.00 price target on the company’s shares.The company also made another appearance on Morgans’ best ideas list for September. It commented:We view BHP as relatively low risk given its superior diversification relative to its major global mining peers. The spread of BHP’s operations also supplies some defence against direct COVID-19 impact on earnings contributors. While there are more leveraged plays sensitive to a global recovery scenario, we see BHP as holding an attractive combination of upside sensitivity, balance sheet strength and resilient dividend profile.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935176640,"gmtCreate":1663056784780,"gmtModify":1676537193065,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935176640","repostId":"2267432025","repostType":4,"repost":{"id":"2267432025","pubTimestamp":1663051806,"share":"https://ttm.financial/m/news/2267432025?lang=&edition=fundamental","pubTime":"2022-09-13 14:50","market":"us","language":"en","title":"Netflix Considers Ditching a Key Feature","url":"https://stock-news.laohu8.com/highlight/detail?id=2267432025","media":"TheStreet","summary":"Netflix spent the ‘10s as a unicorn.After slowly killing Blockbuster with its mail-order DVD rental ","content":"<html><head></head><body><p>Netflix spent the ‘10s as a unicorn.</p><p>After slowly killing Blockbuster with its mail-order DVD rental service, it pioneered the idea of streaming television in 2008, and as they say, nothing has been the same since.</p><p>Eventually, television fans got used to watching entire seasons of shows, both new and comfort classics like “Parks And Recreation,” in one sitting, and the company made aggressive moves to develop its own library of television shows and films, as it became well-aware it wouldn’t have access to catalog shows like “The Office” and “Friends” forever.</p><p>For a while, it seemed like Netflix  (<b>NFLX</b>)  couldn’t stop growing. It also seemed like it couldn’t stop spending money on content.</p><p>Sometimes, that content was visionary films like “The Irishman,” or era-defining hits like “Stranger Things.” And a lot of the time, that content was… just kind of there, neither great nor terrible, just something the streamer put up so you won’t notice that now HBO Max  (<b>WBD</b>)  has “Friends” and all the Batman films.</p><p>The problem is that quantity is no substitute for quality, and eventually the sheer glut of Netflix made people begin to tune out, just as other companies began aggressively entering the streaming market.</p><p>Nothing lasts forever, and Unicorns don’t really exist. Netflix had a great run as the king of streaming, and it still boasts the most worldwide subscribers at 220.67 million, even if Disney  (<b>DIS</b>)  expects that its streaming service Disney+ will take the title by the middle of this decade.</p><p>After hitting what may not come to be viewed as its natural ceiling of subscriber numbers during the pandemic, Netflix has begun losing subscribers this year, and it has laid off 450 employees this year while seeing its stock value tumble.</p><p>In response, the once invincible, and arguably inflexible, streaming giant has begun signaling that maybe it needs to rethink a few things, including, perhaps, one of its defining features.</p><h2>Netflix Contemplates Dumping This</h2><p>Netflix co-founder Reed Hastings is considering moving away from its standard model of releasing new seasons of television all at once, as revealed in a profile by Puck News.</p><p>That model has more or less been Netflix’s standard move since it first began making its own television programs in 2012 with the show “Lilyhammer,” and really began getting noticed with “Orange is the New Black,” and “House of Cards” in 2013.</p><p>When rival streaming services began chasing Netflix’s audience, they tried different approaches. Disney generally sticks to a weekly drop schedule for its Star Wars shows like “The Mandalorian” or its Marvel shows like “Moon Knight.”</p><p>Hulu tends to premiere new seasons of popular seasons of popular shows like “The Handmaid&#39;s Tale” by releasing a few episodes at once, and then switching back to a week-to-week model.  while Amazon recently shifted strategies for its Emmy-winning drama “The Marvelous Mrs. Maisel,” which used to drop all at once, but this year released two episodes a week. (Though both companies have still used the all-at-once model occasionally, mainly for smaller-scale dramas like “The Bear” and “As We See It.”)</p><p>The argument that many critics had against the all-at-once drop is that subscribers might watch an entire season in a week, and then will stop talking about it, which means a drastic decline in all-important social media and critical chatter.</p><p>Every streaming service lives in fear of subscriber churn, which is the practice of canceling a plan once you’ve watched the entire season of whatever show you signed up for, only to switch to a different service in the next month. In theory, stringing along a TV show over several months could potentially reduce churn. Earlier this summer, Netflix split its highly anticipated new season of “Stranger Things,” into two parts, though that was partly, it seems, as a way to goose ratings.</p><p>The profile notes that  “Netflix says there’s no hard evidence that week-to-week episodes reduce subscriber churn, but the Netflix churn rate has been inching higher, and it is now the only streamer with a default all-at-once strategy,” and is now considering switching up its approach.</p><h2>Netflix Has Been Doing a Lot Of Rethinking Lately</h2><p>Possibly moving away from its all-at-once strategy isn’t the once-unthinkable change Netflix has signaled that it’s open to, as it finds out ways to adapt to the new streaming marketplace.</p><p>After spending the second half of the ‘10s in a spending war to become the first streaming service with an Oscar-winning film, only to lose to Apple’s “<a href=\"https://laohu8.com/S/COD.AU\">Coda</a>,” this year, the company has indicated it will be much more selective with the films it spends money on, as the days of blank checks to auteurs is at an end.</p><p>And after years of insisting that Netflix will never accept advertising, as a way to both drive revenue and offer an ad-supported, cheaper tier, Netflix has now indicated it is in the planning stages of offering such a plan, though plenty of details, such as the exact price or the launching date, are still unknown.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Considers Ditching a Key Feature</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\">\nNetflix Considers Ditching a Key Feature\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/netflix-considers-ditching-a-key-feature><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix spent the ‘10s as a unicorn.After slowly killing Blockbuster with its mail-order DVD rental service, it pioneered the idea of streaming television in 2008, and as they say, nothing has been ...</p>\n\n<a href=\"https://www.thestreet.com/technology/netflix-considers-ditching-a-key-feature\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4566":"资本集团","QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4581":"高盛持仓"},"source_url":"https://www.thestreet.com/technology/netflix-considers-ditching-a-key-feature","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267432025","content_text":"Netflix spent the ‘10s as a unicorn.After slowly killing Blockbuster with its mail-order DVD rental service, it pioneered the idea of streaming television in 2008, and as they say, nothing has been the same since.Eventually, television fans got used to watching entire seasons of shows, both new and comfort classics like “Parks And Recreation,” in one sitting, and the company made aggressive moves to develop its own library of television shows and films, as it became well-aware it wouldn’t have access to catalog shows like “The Office” and “Friends” forever.For a while, it seemed like Netflix  (NFLX)  couldn’t stop growing. It also seemed like it couldn’t stop spending money on content.Sometimes, that content was visionary films like “The Irishman,” or era-defining hits like “Stranger Things.” And a lot of the time, that content was… just kind of there, neither great nor terrible, just something the streamer put up so you won’t notice that now HBO Max  (WBD)  has “Friends” and all the Batman films.The problem is that quantity is no substitute for quality, and eventually the sheer glut of Netflix made people begin to tune out, just as other companies began aggressively entering the streaming market.Nothing lasts forever, and Unicorns don’t really exist. Netflix had a great run as the king of streaming, and it still boasts the most worldwide subscribers at 220.67 million, even if Disney  (DIS)  expects that its streaming service Disney+ will take the title by the middle of this decade.After hitting what may not come to be viewed as its natural ceiling of subscriber numbers during the pandemic, Netflix has begun losing subscribers this year, and it has laid off 450 employees this year while seeing its stock value tumble.In response, the once invincible, and arguably inflexible, streaming giant has begun signaling that maybe it needs to rethink a few things, including, perhaps, one of its defining features.Netflix Contemplates Dumping ThisNetflix co-founder Reed Hastings is considering moving away from its standard model of releasing new seasons of television all at once, as revealed in a profile by Puck News.That model has more or less been Netflix’s standard move since it first began making its own television programs in 2012 with the show “Lilyhammer,” and really began getting noticed with “Orange is the New Black,” and “House of Cards” in 2013.When rival streaming services began chasing Netflix’s audience, they tried different approaches. Disney generally sticks to a weekly drop schedule for its Star Wars shows like “The Mandalorian” or its Marvel shows like “Moon Knight.”Hulu tends to premiere new seasons of popular seasons of popular shows like “The Handmaid's Tale” by releasing a few episodes at once, and then switching back to a week-to-week model.  while Amazon recently shifted strategies for its Emmy-winning drama “The Marvelous Mrs. Maisel,” which used to drop all at once, but this year released two episodes a week. (Though both companies have still used the all-at-once model occasionally, mainly for smaller-scale dramas like “The Bear” and “As We See It.”)The argument that many critics had against the all-at-once drop is that subscribers might watch an entire season in a week, and then will stop talking about it, which means a drastic decline in all-important social media and critical chatter.Every streaming service lives in fear of subscriber churn, which is the practice of canceling a plan once you’ve watched the entire season of whatever show you signed up for, only to switch to a different service in the next month. In theory, stringing along a TV show over several months could potentially reduce churn. Earlier this summer, Netflix split its highly anticipated new season of “Stranger Things,” into two parts, though that was partly, it seems, as a way to goose ratings.The profile notes that  “Netflix says there’s no hard evidence that week-to-week episodes reduce subscriber churn, but the Netflix churn rate has been inching higher, and it is now the only streamer with a default all-at-once strategy,” and is now considering switching up its approach.Netflix Has Been Doing a Lot Of Rethinking LatelyPossibly moving away from its all-at-once strategy isn’t the once-unthinkable change Netflix has signaled that it’s open to, as it finds out ways to adapt to the new streaming marketplace.After spending the second half of the ‘10s in a spending war to become the first streaming service with an Oscar-winning film, only to lose to Apple’s “Coda,” this year, the company has indicated it will be much more selective with the films it spends money on, as the days of blank checks to auteurs is at an end.And after years of insisting that Netflix will never accept advertising, as a way to both drive revenue and offer an ad-supported, cheaper tier, Netflix has now indicated it is in the planning stages of offering such a plan, though plenty of details, such as the exact price or the launching date, are still unknown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935176172,"gmtCreate":1663056766997,"gmtModify":1676537193057,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935176172","repostId":"1100481645","repostType":4,"repost":{"id":"1100481645","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663056064,"share":"https://ttm.financial/m/news/1100481645?lang=&edition=fundamental","pubTime":"2022-09-13 16:01","market":"us","language":"en","title":"Option Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited NIO","url":"https://stock-news.laohu8.com/highlight/detail?id=1100481645","media":"Tiger Newspress","summary":"Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors a","content":"<html><head></head><body><p>Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors awaited crucial inflation data that could provide clues about the duration and severity of the Federal Reserve&#39;s tightening policy.</p><p>The Dow Jones Industrial Average rose 229.63 points, or 0.71%, to 32,381.34, the S&amp;P 500 gained 43.05 points, or 1.06%, to 4,110.41 and the Nasdaq Composite added 154.10 points, or 1.27%, to 12,266.41.</p><h2>Options Broad View</h2><p>A total volume of 35,306,086 contracts was traded on Monday. Call options account for 56% of total options trades.</p><p>There are 8.18 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Monday. Call options account for 43% of overall option trades. Particularly high volume was seen for the $410 strike call option expiring September 14, with 107,228 contracts trading on Monday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,<a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with2.80 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> options contracts trading on Monday. Call options account for 45% of overall option trades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/393862a866db4ed5d0ea03e23e0796cc\" tg-width=\"553\" tg-height=\"913\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> rose 3.85% on Monday as Wall Street analysts cited strong demand for the company’s new product releases. According to JPMorgan Chase analyst Samik Chatterjee, iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.</p><p>There are 1.81M Apple option contracts traded on Monday. Call options account for 61% of overall option trades. Particularly high volume was seen for the $165 strike call option expiring Sep16, with 159,404 contracts trading on Monday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6ae070b33665299f929858ebc93df3\" tg-width=\"975\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> surged 13.52% following Deutsche Bank’s reiteration of a “buy” rating. Deutsche analyst Edison Yu reiterated his price target of $39 and raised its full-year delivery forecast by 5,000 vehicles to 140,000. This implies around 57,000 deliveries during Q4.</p><p>NIO&#39;s options trading has also seen relatively large changes. There are 447,262 option contracts traded on Monday. Call options account for 62% of overall option trades. Particularly high volume was seen for the $21 strike call option expiring September 16, with 28,287 contracts trading on Monday.</p><p><b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b> rose 1.54% in the normal trading and continued to rise 1.39% in the extended trading; it reported its Q1 results, with EPS of $1.03 missing the consensus estimate of $1.08, while revenue of $11.4 billion (up 18% year-over-year) coming in better than the consensus estimate of $11.33 billion.</p><p>There are 178,796 option contracts traded on Monday. Call options account for 57% of overall option trades. Particularly high volume was seen for the $80 strike call option expiring September 16, with 13,863 contracts trading on Monday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/CLVS\">Clovis Oncology</a>, <a href=\"https://laohu8.com/S/ATUS\">Altice USA Inc.</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/TQQQ\">Nasdaq100 Bull 3X ETF</a>, <a href=\"https://laohu8.com/S/FFIE\">Faraday Future Intelligent Electric Inc.</a>, <a href=\"https://laohu8.com/S/VGK\">Vanguard FTSE Europe ETF</a>, <a href=\"https://laohu8.com/S/MANU\">Manchester United PLC</a>, <a href=\"https://laohu8.com/S/ELAN\">Elanco Animal Health Inc</a></b></p><p><b>Top 10 bearish stocks: <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a>, <a href=\"https://laohu8.com/S/VALE\">Vale SA</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/NKLA\">Nikola Corporation</a>, <a href=\"https://laohu8.com/S/F\">Ford</a>, <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b27d28fb81cf16db95d4b05c3efac24\" tg-width=\"554\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></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>Option Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited 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\">\nOption Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited NIO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-13 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors awaited crucial inflation data that could provide clues about the duration and severity of the Federal Reserve&#39;s tightening policy.</p><p>The Dow Jones Industrial Average rose 229.63 points, or 0.71%, to 32,381.34, the S&amp;P 500 gained 43.05 points, or 1.06%, to 4,110.41 and the Nasdaq Composite added 154.10 points, or 1.27%, to 12,266.41.</p><h2>Options Broad View</h2><p>A total volume of 35,306,086 contracts was traded on Monday. Call options account for 56% of total options trades.</p><p>There are 8.18 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Monday. Call options account for 43% of overall option trades. Particularly high volume was seen for the $410 strike call option expiring September 14, with 107,228 contracts trading on Monday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,<a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with2.80 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> options contracts trading on Monday. Call options account for 45% of overall option trades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/393862a866db4ed5d0ea03e23e0796cc\" tg-width=\"553\" tg-height=\"913\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> rose 3.85% on Monday as Wall Street analysts cited strong demand for the company’s new product releases. According to JPMorgan Chase analyst Samik Chatterjee, iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.</p><p>There are 1.81M Apple option contracts traded on Monday. Call options account for 61% of overall option trades. Particularly high volume was seen for the $165 strike call option expiring Sep16, with 159,404 contracts trading on Monday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6ae070b33665299f929858ebc93df3\" tg-width=\"975\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> surged 13.52% following Deutsche Bank’s reiteration of a “buy” rating. Deutsche analyst Edison Yu reiterated his price target of $39 and raised its full-year delivery forecast by 5,000 vehicles to 140,000. This implies around 57,000 deliveries during Q4.</p><p>NIO&#39;s options trading has also seen relatively large changes. There are 447,262 option contracts traded on Monday. Call options account for 62% of overall option trades. Particularly high volume was seen for the $21 strike call option expiring September 16, with 28,287 contracts trading on Monday.</p><p><b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b> rose 1.54% in the normal trading and continued to rise 1.39% in the extended trading; it reported its Q1 results, with EPS of $1.03 missing the consensus estimate of $1.08, while revenue of $11.4 billion (up 18% year-over-year) coming in better than the consensus estimate of $11.33 billion.</p><p>There are 178,796 option contracts traded on Monday. Call options account for 57% of overall option trades. Particularly high volume was seen for the $80 strike call option expiring September 16, with 13,863 contracts trading on Monday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/CLVS\">Clovis Oncology</a>, <a href=\"https://laohu8.com/S/ATUS\">Altice USA Inc.</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/TQQQ\">Nasdaq100 Bull 3X ETF</a>, <a href=\"https://laohu8.com/S/FFIE\">Faraday Future Intelligent Electric Inc.</a>, <a href=\"https://laohu8.com/S/VGK\">Vanguard FTSE Europe ETF</a>, <a href=\"https://laohu8.com/S/MANU\">Manchester United PLC</a>, <a href=\"https://laohu8.com/S/ELAN\">Elanco Animal Health Inc</a></b></p><p><b>Top 10 bearish stocks: <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a>, <a href=\"https://laohu8.com/S/VALE\">Vale SA</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/NKLA\">Nikola Corporation</a>, <a href=\"https://laohu8.com/S/F\">Ford</a>, <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b27d28fb81cf16db95d4b05c3efac24\" tg-width=\"554\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","NIO":"蔚来","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100481645","content_text":"Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors awaited crucial inflation data that could provide clues about the duration and severity of the Federal Reserve's tightening policy.The Dow Jones Industrial Average rose 229.63 points, or 0.71%, to 32,381.34, the S&P 500 gained 43.05 points, or 1.06%, to 4,110.41 and the Nasdaq Composite added 154.10 points, or 1.27%, to 12,266.41.Options Broad ViewA total volume of 35,306,086 contracts was traded on Monday. Call options account for 56% of total options trades.There are 8.18 million SPDR S&P 500 ETF Trust options traded on Monday. Call options account for 43% of overall option trades. Particularly high volume was seen for the $410 strike call option expiring September 14, with 107,228 contracts trading on Monday.Top 10 Option VolumesTop 10: SPDR S&P 500 ETF Trust, Invesco QQQ Trust, Apple, Tesla Motors,iShares Russell 2000 ETF, Amazon.com, $iShares iBoxx  High Yield Corporate Bond ETF, iShares Silver Trust, NIO Inc., NVIDIA CorpOptions related to equity index ETFs are still top choices for investors, with2.80 million Invest QQQ Trust ETF options contracts trading on Monday. Call options account for 45% of overall option trades.Source: Tiger Trade APPApple rose 3.85% on Monday as Wall Street analysts cited strong demand for the company’s new product releases. According to JPMorgan Chase analyst Samik Chatterjee, iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.There are 1.81M Apple option contracts traded on Monday. Call options account for 61% of overall option trades. Particularly high volume was seen for the $165 strike call option expiring Sep16, with 159,404 contracts trading on Monday.Unusual Options ActivitySource: Market ChameleonNIO Inc. surged 13.52% following Deutsche Bank’s reiteration of a “buy” rating. Deutsche analyst Edison Yu reiterated his price target of $39 and raised its full-year delivery forecast by 5,000 vehicles to 140,000. This implies around 57,000 deliveries during Q4.NIO's options trading has also seen relatively large changes. There are 447,262 option contracts traded on Monday. Call options account for 62% of overall option trades. Particularly high volume was seen for the $21 strike call option expiring September 16, with 28,287 contracts trading on Monday.Oracle rose 1.54% in the normal trading and continued to rise 1.39% in the extended trading; it reported its Q1 results, with EPS of $1.03 missing the consensus estimate of $1.08, while revenue of $11.4 billion (up 18% year-over-year) coming in better than the consensus estimate of $11.33 billion.There are 178,796 option contracts traded on Monday. Call options account for 57% of overall option trades. Particularly high volume was seen for the $80 strike call option expiring September 16, with 13,863 contracts trading on Monday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: Apple, Clovis Oncology, Altice USA Inc., Occidental, Tesla Motors, Nasdaq100 Bull 3X ETF, Faraday Future Intelligent Electric Inc., Vanguard FTSE Europe ETF, Manchester United PLC, Elanco Animal Health IncTop 10 bearish stocks: iShares Silver Trust, SPDR S&P 500 ETF Trust, ARK Innovation ETF, U.S. Global Jets ETF, Vale SA, $iShares iBoxx  High Yield Corporate Bond ETF, Nikola Corporation, Ford, American Airlines, Meta Platforms, Inc.Source: Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9988137377,"gmtCreate":1666690415806,"gmtModify":1676537790401,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988137377","repostId":"2277240299","repostType":4,"repost":{"id":"2277240299","pubTimestamp":1666685056,"share":"https://ttm.financial/m/news/2277240299?lang=&edition=fundamental","pubTime":"2022-10-25 16:04","market":"us","language":"en","title":"Which Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows","url":"https://stock-news.laohu8.com/highlight/detail?id=2277240299","media":"Motley Fool","summary":"Recession-proof stocks must offer something that makes investors want to buy them even when the economy is tanking.","content":"<html><head></head><body><p>We won&#39;t officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is probably on the way.</p><p>For example, Johns Hopkins economics professor Steve Hanke stated a month ago that he believes there&#39;s at least an 80% chance of a recession. Non-profit research group The Conference Board recently pegged the probability at 96%. The latest Bloomberg economic model projects a 100% chance of a recession by October 2023.</p><p>These forecasts don&#39;t guarantee that a recession is coming. But it&#39;s possible that the current bear market will continue for a while longer. That doesn&#39;t mean that every stock will be a big loser, though. Which stocks are most likely to thrive in a recession? Here&#39;s what history shows.</p><h2>Some bad news</h2><p>The SPDR Select Sector exchange-traded funds (ETFs) are good proxies for gauging how different sectors perform during recessions. One primary downside of using them is that most of these ETFs have only been around since the late 1990s. However, the U.S. has experienced three recessions during that period, so the SPDR Select Sector ETFs should be able to help in determining which stocks historically thrive in a recession.</p><p>I&#39;ve got some bad news, though. None of the SPDR Select Sector ETFs performed well in all three recessions that occurred over the past 25 years.</p><p>The <b>Consumer Staples Select Sector SPDR Fund</b> held up well during the recession of 2001. However, it still slid a little. The <b>Materials Select Sector SPDR ETF</b> performed similarly during the first recession of this century. (The shaded area in the charts below indicates the period when the U.S. economy was in recession.)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/853673b3d7036f65675cb75460619a54\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/><span>XLP data by YCharts</span></p><p>However, both of these ETFs plunged during the Great Recession that began in late 2007 and went through mid-2009. So did every other sector ETF -- including (perhaps surprisingly) the <b>Utilities Select Sector SPDR Fund</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02a98d572e35a8953471c6c7828d2061\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>XLP data by YCharts</span></p><p>All of the sector ETFs also tanked during the brief coronavirus-fueled recession of 2020. However, the Consumer Staples Select Sector SPDR Fund didn&#39;t fall nearly as much as the others did.</p><h2>Looking for exceptions</h2><p>The cold, hard truth is that no category of stocks thrives in all recessions. But it&#39;s clear from examining the past that consumer staples stocks tend to perform better than most. Your best bet, though, is to look for exceptions. I&#39;m referring to stocks that have factors working to their advantage so much that investors want to buy them even when the overall economy stinks.</p><p><b>Johnson &amp; Johnson</b> stood out as this kind of stock during the recession of 2001. The healthcare giant continued to deliver revenue and earnings growth throughout the period. It completed the $10.5 billion acquisition of ALZA Corporation. The blue-chip stock was also viewed as a safe haven for investors worried about the dot-com bubble bursting.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f6c443d5d4b1ad723b683769a5fdc5f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>JNJ data by YCharts</span></p><p><b>Walmart</b> performed exceptionally well during the Great Recession, especially considering how most stocks plunged. Investors realized that the serious economic downturn would mean that consumers would have to tighten their purse strings. That worked to the advantage of the big discount retailer.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55b80d8bd9dda516f36e873284c8ef2e\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>WMT data by YCharts</span></p><p><b>Moderna</b>&#39;s share price skyrocketed during the quick recession of 2020. That&#39;s not surprising. The company was one of the early leaders in developing coronavirus vaccines. Moderna was a natural choice for investors to flock to during the uncertain times at the beginning of the COVID-19 pandemic.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0182e88d0371524d986b304119608277\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>MRNA data by YCharts</span></p><h2>Likely outliers in the next recession</h2><p>Which stocks might be outliers in the next recession, assuming it isn&#39;t too far off? I think we can learn from history.</p><p>Walmart could again defy gravity if the U.S. economy enters into a recession. My view is that another discount retailer, <b>Dollar General</b>, should do so as well.</p><p>Dollar General is outperforming Walmart so far this year. The company continues to build new stores. It&#39;s also expanding its frozen and refrigerated goods offerings. Dollar General should benefit as consumers increasingly try to stretch their dollars.</p><p>Just as Johnson &amp; Johnson and Moderna performed well during two previous recessions, I suspect another drug stock will do so during the next recession -- <b>Vertex Pharmaceuticals</b>. Vertex&#39;s revenue and earnings will almost certainly grow robustly even amid an economic downturn.</p><p>The big biotech also has a pipeline with multiple potential blockbusters likely on the way. Vertex expects to file for regulatory approvals for one of them (gene-editing therapy exa-cel) before year-end. With fears of a recession increasing, I think that Vertex is arguably the best stock to buy right now.</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>Which Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows</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\">\nWhich Stocks Are Most Likely to Thrive in a Recession? Here's What History Shows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 16:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We won't officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","DG":"美国达乐公司","XLP":"消费品指数ETF-SPDR主要消费品","JNJ":"强生","VRTX":"福泰制药","MRNA":"Moderna, Inc.","XLB":"材料ETF","XLU":"公共事业指数ETF-SPDR"},"source_url":"https://www.fool.com/investing/2022/10/23/stocks-most-likely-to-thrive-in-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277240299","content_text":"We won't officially be in a recession until the National Bureau of Economic Research says so. However, you can nearly throw a rock in any direction and find an economist who thinks a recession is probably on the way.For example, Johns Hopkins economics professor Steve Hanke stated a month ago that he believes there's at least an 80% chance of a recession. Non-profit research group The Conference Board recently pegged the probability at 96%. The latest Bloomberg economic model projects a 100% chance of a recession by October 2023.These forecasts don't guarantee that a recession is coming. But it's possible that the current bear market will continue for a while longer. That doesn't mean that every stock will be a big loser, though. Which stocks are most likely to thrive in a recession? Here's what history shows.Some bad newsThe SPDR Select Sector exchange-traded funds (ETFs) are good proxies for gauging how different sectors perform during recessions. One primary downside of using them is that most of these ETFs have only been around since the late 1990s. However, the U.S. has experienced three recessions during that period, so the SPDR Select Sector ETFs should be able to help in determining which stocks historically thrive in a recession.I've got some bad news, though. None of the SPDR Select Sector ETFs performed well in all three recessions that occurred over the past 25 years.The Consumer Staples Select Sector SPDR Fund held up well during the recession of 2001. However, it still slid a little. The Materials Select Sector SPDR ETF performed similarly during the first recession of this century. (The shaded area in the charts below indicates the period when the U.S. economy was in recession.)XLP data by YChartsHowever, both of these ETFs plunged during the Great Recession that began in late 2007 and went through mid-2009. So did every other sector ETF -- including (perhaps surprisingly) the Utilities Select Sector SPDR Fund.XLP data by YChartsAll of the sector ETFs also tanked during the brief coronavirus-fueled recession of 2020. However, the Consumer Staples Select Sector SPDR Fund didn't fall nearly as much as the others did.Looking for exceptionsThe cold, hard truth is that no category of stocks thrives in all recessions. But it's clear from examining the past that consumer staples stocks tend to perform better than most. Your best bet, though, is to look for exceptions. I'm referring to stocks that have factors working to their advantage so much that investors want to buy them even when the overall economy stinks.Johnson & Johnson stood out as this kind of stock during the recession of 2001. The healthcare giant continued to deliver revenue and earnings growth throughout the period. It completed the $10.5 billion acquisition of ALZA Corporation. The blue-chip stock was also viewed as a safe haven for investors worried about the dot-com bubble bursting.JNJ data by YChartsWalmart performed exceptionally well during the Great Recession, especially considering how most stocks plunged. Investors realized that the serious economic downturn would mean that consumers would have to tighten their purse strings. That worked to the advantage of the big discount retailer.WMT data by YChartsModerna's share price skyrocketed during the quick recession of 2020. That's not surprising. The company was one of the early leaders in developing coronavirus vaccines. Moderna was a natural choice for investors to flock to during the uncertain times at the beginning of the COVID-19 pandemic.MRNA data by YChartsLikely outliers in the next recessionWhich stocks might be outliers in the next recession, assuming it isn't too far off? I think we can learn from history.Walmart could again defy gravity if the U.S. economy enters into a recession. My view is that another discount retailer, Dollar General, should do so as well.Dollar General is outperforming Walmart so far this year. The company continues to build new stores. It's also expanding its frozen and refrigerated goods offerings. Dollar General should benefit as consumers increasingly try to stretch their dollars.Just as Johnson & Johnson and Moderna performed well during two previous recessions, I suspect another drug stock will do so during the next recession -- Vertex Pharmaceuticals. Vertex's revenue and earnings will almost certainly grow robustly even amid an economic downturn.The big biotech also has a pipeline with multiple potential blockbusters likely on the way. Vertex expects to file for regulatory approvals for one of them (gene-editing therapy exa-cel) before year-end. With fears of a recession increasing, I think that Vertex is arguably the best stock to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935176172,"gmtCreate":1663056766997,"gmtModify":1676537193057,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935176172","repostId":"1100481645","repostType":4,"repost":{"id":"1100481645","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663056064,"share":"https://ttm.financial/m/news/1100481645?lang=&edition=fundamental","pubTime":"2022-09-13 16:01","market":"us","language":"en","title":"Option Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited NIO","url":"https://stock-news.laohu8.com/highlight/detail?id=1100481645","media":"Tiger Newspress","summary":"Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors a","content":"<html><head></head><body><p>Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors awaited crucial inflation data that could provide clues about the duration and severity of the Federal Reserve&#39;s tightening policy.</p><p>The Dow Jones Industrial Average rose 229.63 points, or 0.71%, to 32,381.34, the S&amp;P 500 gained 43.05 points, or 1.06%, to 4,110.41 and the Nasdaq Composite added 154.10 points, or 1.27%, to 12,266.41.</p><h2>Options Broad View</h2><p>A total volume of 35,306,086 contracts was traded on Monday. Call options account for 56% of total options trades.</p><p>There are 8.18 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Monday. Call options account for 43% of overall option trades. Particularly high volume was seen for the $410 strike call option expiring September 14, with 107,228 contracts trading on Monday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,<a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with2.80 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> options contracts trading on Monday. Call options account for 45% of overall option trades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/393862a866db4ed5d0ea03e23e0796cc\" tg-width=\"553\" tg-height=\"913\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> rose 3.85% on Monday as Wall Street analysts cited strong demand for the company’s new product releases. According to JPMorgan Chase analyst Samik Chatterjee, iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.</p><p>There are 1.81M Apple option contracts traded on Monday. Call options account for 61% of overall option trades. Particularly high volume was seen for the $165 strike call option expiring Sep16, with 159,404 contracts trading on Monday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6ae070b33665299f929858ebc93df3\" tg-width=\"975\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> surged 13.52% following Deutsche Bank’s reiteration of a “buy” rating. Deutsche analyst Edison Yu reiterated his price target of $39 and raised its full-year delivery forecast by 5,000 vehicles to 140,000. This implies around 57,000 deliveries during Q4.</p><p>NIO&#39;s options trading has also seen relatively large changes. There are 447,262 option contracts traded on Monday. Call options account for 62% of overall option trades. Particularly high volume was seen for the $21 strike call option expiring September 16, with 28,287 contracts trading on Monday.</p><p><b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b> rose 1.54% in the normal trading and continued to rise 1.39% in the extended trading; it reported its Q1 results, with EPS of $1.03 missing the consensus estimate of $1.08, while revenue of $11.4 billion (up 18% year-over-year) coming in better than the consensus estimate of $11.33 billion.</p><p>There are 178,796 option contracts traded on Monday. Call options account for 57% of overall option trades. Particularly high volume was seen for the $80 strike call option expiring September 16, with 13,863 contracts trading on Monday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/CLVS\">Clovis Oncology</a>, <a href=\"https://laohu8.com/S/ATUS\">Altice USA Inc.</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/TQQQ\">Nasdaq100 Bull 3X ETF</a>, <a href=\"https://laohu8.com/S/FFIE\">Faraday Future Intelligent Electric Inc.</a>, <a href=\"https://laohu8.com/S/VGK\">Vanguard FTSE Europe ETF</a>, <a href=\"https://laohu8.com/S/MANU\">Manchester United PLC</a>, <a href=\"https://laohu8.com/S/ELAN\">Elanco Animal Health Inc</a></b></p><p><b>Top 10 bearish stocks: <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a>, <a href=\"https://laohu8.com/S/VALE\">Vale SA</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/NKLA\">Nikola Corporation</a>, <a href=\"https://laohu8.com/S/F\">Ford</a>, <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b27d28fb81cf16db95d4b05c3efac24\" tg-width=\"554\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></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>Option Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited 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\">\nOption Movers｜Strong New iPhones’ Demand Boosted Apple Call; A Buy Rating Ignited NIO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-13 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors awaited crucial inflation data that could provide clues about the duration and severity of the Federal Reserve&#39;s tightening policy.</p><p>The Dow Jones Industrial Average rose 229.63 points, or 0.71%, to 32,381.34, the S&amp;P 500 gained 43.05 points, or 1.06%, to 4,110.41 and the Nasdaq Composite added 154.10 points, or 1.27%, to 12,266.41.</p><h2>Options Broad View</h2><p>A total volume of 35,306,086 contracts was traded on Monday. Call options account for 56% of total options trades.</p><p>There are 8.18 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Monday. Call options account for 43% of overall option trades. Particularly high volume was seen for the $410 strike call option expiring September 14, with 107,228 contracts trading on Monday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,<a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with2.80 million <b><a href=\"https://laohu8.com/S/QQQ\">Invest QQQ Trust ETF</a></b> options contracts trading on Monday. Call options account for 45% of overall option trades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/393862a866db4ed5d0ea03e23e0796cc\" tg-width=\"553\" tg-height=\"913\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> rose 3.85% on Monday as Wall Street analysts cited strong demand for the company’s new product releases. According to JPMorgan Chase analyst Samik Chatterjee, iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.</p><p>There are 1.81M Apple option contracts traded on Monday. Call options account for 61% of overall option trades. Particularly high volume was seen for the $165 strike call option expiring Sep16, with 159,404 contracts trading on Monday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6ae070b33665299f929858ebc93df3\" tg-width=\"975\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> surged 13.52% following Deutsche Bank’s reiteration of a “buy” rating. Deutsche analyst Edison Yu reiterated his price target of $39 and raised its full-year delivery forecast by 5,000 vehicles to 140,000. This implies around 57,000 deliveries during Q4.</p><p>NIO&#39;s options trading has also seen relatively large changes. There are 447,262 option contracts traded on Monday. Call options account for 62% of overall option trades. Particularly high volume was seen for the $21 strike call option expiring September 16, with 28,287 contracts trading on Monday.</p><p><b><a href=\"https://laohu8.com/S/ORCL\">Oracle</a></b> rose 1.54% in the normal trading and continued to rise 1.39% in the extended trading; it reported its Q1 results, with EPS of $1.03 missing the consensus estimate of $1.08, while revenue of $11.4 billion (up 18% year-over-year) coming in better than the consensus estimate of $11.33 billion.</p><p>There are 178,796 option contracts traded on Monday. Call options account for 57% of overall option trades. Particularly high volume was seen for the $80 strike call option expiring September 16, with 13,863 contracts trading on Monday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/CLVS\">Clovis Oncology</a>, <a href=\"https://laohu8.com/S/ATUS\">Altice USA Inc.</a>, <a href=\"https://laohu8.com/S/OXY\">Occidental</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/TQQQ\">Nasdaq100 Bull 3X ETF</a>, <a href=\"https://laohu8.com/S/FFIE\">Faraday Future Intelligent Electric Inc.</a>, <a href=\"https://laohu8.com/S/VGK\">Vanguard FTSE Europe ETF</a>, <a href=\"https://laohu8.com/S/MANU\">Manchester United PLC</a>, <a href=\"https://laohu8.com/S/ELAN\">Elanco Animal Health Inc</a></b></p><p><b>Top 10 bearish stocks: <a href=\"https://laohu8.com/S/SLV\">iShares Silver Trust</a>, <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, <a href=\"https://laohu8.com/S/JETS\">U.S. Global Jets ETF</a>, <a href=\"https://laohu8.com/S/VALE\">Vale SA</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/NKLA\">Nikola Corporation</a>, <a href=\"https://laohu8.com/S/F\">Ford</a>, <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b27d28fb81cf16db95d4b05c3efac24\" tg-width=\"554\" tg-height=\"277\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","NIO":"蔚来","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100481645","content_text":"Wall Street extended its winning streak on Monday, rallying to a sharply higher close as investors awaited crucial inflation data that could provide clues about the duration and severity of the Federal Reserve's tightening policy.The Dow Jones Industrial Average rose 229.63 points, or 0.71%, to 32,381.34, the S&P 500 gained 43.05 points, or 1.06%, to 4,110.41 and the Nasdaq Composite added 154.10 points, or 1.27%, to 12,266.41.Options Broad ViewA total volume of 35,306,086 contracts was traded on Monday. Call options account for 56% of total options trades.There are 8.18 million SPDR S&P 500 ETF Trust options traded on Monday. Call options account for 43% of overall option trades. Particularly high volume was seen for the $410 strike call option expiring September 14, with 107,228 contracts trading on Monday.Top 10 Option VolumesTop 10: SPDR S&P 500 ETF Trust, Invesco QQQ Trust, Apple, Tesla Motors,iShares Russell 2000 ETF, Amazon.com, $iShares iBoxx  High Yield Corporate Bond ETF, iShares Silver Trust, NIO Inc., NVIDIA CorpOptions related to equity index ETFs are still top choices for investors, with2.80 million Invest QQQ Trust ETF options contracts trading on Monday. Call options account for 45% of overall option trades.Source: Tiger Trade APPApple rose 3.85% on Monday as Wall Street analysts cited strong demand for the company’s new product releases. According to JPMorgan Chase analyst Samik Chatterjee, iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.There are 1.81M Apple option contracts traded on Monday. Call options account for 61% of overall option trades. Particularly high volume was seen for the $165 strike call option expiring Sep16, with 159,404 contracts trading on Monday.Unusual Options ActivitySource: Market ChameleonNIO Inc. surged 13.52% following Deutsche Bank’s reiteration of a “buy” rating. Deutsche analyst Edison Yu reiterated his price target of $39 and raised its full-year delivery forecast by 5,000 vehicles to 140,000. This implies around 57,000 deliveries during Q4.NIO's options trading has also seen relatively large changes. There are 447,262 option contracts traded on Monday. Call options account for 62% of overall option trades. Particularly high volume was seen for the $21 strike call option expiring September 16, with 28,287 contracts trading on Monday.Oracle rose 1.54% in the normal trading and continued to rise 1.39% in the extended trading; it reported its Q1 results, with EPS of $1.03 missing the consensus estimate of $1.08, while revenue of $11.4 billion (up 18% year-over-year) coming in better than the consensus estimate of $11.33 billion.There are 178,796 option contracts traded on Monday. Call options account for 57% of overall option trades. Particularly high volume was seen for the $80 strike call option expiring September 16, with 13,863 contracts trading on Monday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: Apple, Clovis Oncology, Altice USA Inc., Occidental, Tesla Motors, Nasdaq100 Bull 3X ETF, Faraday Future Intelligent Electric Inc., Vanguard FTSE Europe ETF, Manchester United PLC, Elanco Animal Health IncTop 10 bearish stocks: iShares Silver Trust, SPDR S&P 500 ETF Trust, ARK Innovation ETF, U.S. Global Jets ETF, Vale SA, $iShares iBoxx  High Yield Corporate Bond ETF, Nikola Corporation, Ford, American Airlines, Meta Platforms, Inc.Source: Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935401954,"gmtCreate":1663118083778,"gmtModify":1676537207116,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935401954","repostId":"1150110459","repostType":4,"repost":{"id":"1150110459","pubTimestamp":1663110393,"share":"https://ttm.financial/m/news/1150110459?lang=&edition=fundamental","pubTime":"2022-09-14 07:06","market":"us","language":"en","title":"\"They Should Do 100\": Wall Street Debates the Fed’s Next Rate Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1150110459","media":"Bloomberg","summary":"‘Markets would hate it’ versus ‘the market might rally’100-point basis move would ‘reinforce credibi","content":"<html><head></head><body><ul><li>‘Markets would hate it’ versus ‘the market might rally’</li><li>100-point basis move would ‘reinforce credibility’: Summers</li></ul><p>Tuesday’s unexpectedly hot inflation reading virtually assured markets that the Federal Reserve will raise rates by 75 basis points next week. Wall Street then began to weigh the chance that the Fed might make a more dramatic statement.</p><p>The odds for a 100 basis point rate hike jumped more than 20% after the consumer price index showed an increase from July. With hopes of a “Fed pivot” firmly dashed, the S&amp;P 500 Index tumbled as much as 3.2%.</p><p>Most investment professionals doubted that an unexpectedly high inflation reading would push the central bank off course to raise rates at their September meeting by an amount not seen since 1984.</p><p>“The Fed will want to follow what the market expects and the market is really expecting a 75 basis points move -– so that’s what the Fed will do,” said Tom Di Galoma, managing director at Seaport Global.</p><p>But on Tuesday, Nomura economists changed their forecast for the Fed’s September meeting from a 75 to 100 basis points, writing that “a more aggressive path of interest rate hikes will be needed to combat increasingly entrenched inflation.”</p><p>Larry Summers, former Treasury Secretary and the President Emeritus of Harvard University, tweeted that if he was a Fed official, he would pick “a 100 basis points move to reinforce credibility.”</p><p>And Scott Buchta, head of fixed-income strategy at Brean Capital, said that if the Fed needs to raise rates sharply, it would be best to do so quickly and get it over with.</p><p>“Seventy-five is most likely, but they should do 100,” he said.</p><p><img src=\"https://static.tigerbbs.com/488325a43551ea5baed1404b2226daae\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>Here’s what other Wall Street strategists said:</p><p>Andrew Lekas, head of FICC trading at Old Mission Capital:</p><blockquote>“Oddly enough, I think the market might rally,” he said. “They want to see the Fed take things seriously on the inflation front, and the sooner we get to the end of these hikes the better.”</blockquote><blockquote>“The knee-jerk reaction is probably lower in all risk assets, and there’s the obvious funding impact on anyone who is using leverage, but for the medium term health of the market I think 100 might make sense.”</blockquote><p>Steven Englander, head of Group-of-10 currency research at Standard Charter:</p><blockquote>“If you are on the FOMC and believe that the market needs shock and awe to lower inflation expectations, then maybe you argue for 100bps. I think it’s more sensible for the FOMC to say ‘we can keep raising rates as far as we have to but don’t have to do it at once.’”</blockquote><p>Ian Shepherdson, chief economist at Pantheon Macroeconomics:</p><blockquote>“Eleven Fed officials have made it very clear that they will not slow the pace of rate hikes until they see convincing evidence that core inflation pressure is easing on a sequential basis. These data mean that the chance of a 50bp hike next week has gone,” he said. “But the 20% chance of a 100bp hike now priced-in looks over the top.”</blockquote><p>Kate Moore, BlackRock Head of Thematic Strategy for Global Allocation:</p><blockquote>“We haven’t changed our call (75bp) but I think it’s really wise to adjust expectations around the forward path especially to the year end,” she said. “The fact that 100bps is starting to get somewhat priced into the market, it’s a bit destabilizing for the equity market.”</blockquote><p>Nisha Patel, director and portfolio manager of fixed income at Parametric:</p><blockquote>“Don’t be surprised if the Fed’s hand is forced to do 100bps. The idea that inflation had peaked has been dispelled and now the likelihood of that soft landing for the economy has only decreased. Expect long-bond yields likely to come down leading up to the September meeting as recessionary risk increases.”</blockquote><p>Seema Shah, Chief Global Strategist at Principal Global Investors:</p><blockquote>“Until the Fed can tame that beast, there is simply no room for a discussion on pivots or pauses.”</blockquote><p>Alex Chaloff, co-head of investment strategies at Bernstein Private Wealth Management:</p><blockquote>“Powell has been more careful with his communications. If we go for 100bps, I would expect we would get the same tipping of the hand as we have gotten when we did 75bps.”</blockquote></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>\"They Should Do 100\": Wall Street Debates the Fed’s Next Rate Move</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\">\n\"They Should Do 100\": Wall Street Debates the Fed’s Next Rate Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-13/-they-should-do-100-traders-debate-the-fed-s-next-rate-move?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Markets would hate it’ versus ‘the market might rally’100-point basis move would ‘reinforce credibility’: SummersTuesday’s unexpectedly hot inflation reading virtually assured markets that the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-13/-they-should-do-100-traders-debate-the-fed-s-next-rate-move?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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-13/-they-should-do-100-traders-debate-the-fed-s-next-rate-move?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150110459","content_text":"‘Markets would hate it’ versus ‘the market might rally’100-point basis move would ‘reinforce credibility’: SummersTuesday’s unexpectedly hot inflation reading virtually assured markets that the Federal Reserve will raise rates by 75 basis points next week. Wall Street then began to weigh the chance that the Fed might make a more dramatic statement.The odds for a 100 basis point rate hike jumped more than 20% after the consumer price index showed an increase from July. With hopes of a “Fed pivot” firmly dashed, the S&P 500 Index tumbled as much as 3.2%.Most investment professionals doubted that an unexpectedly high inflation reading would push the central bank off course to raise rates at their September meeting by an amount not seen since 1984.“The Fed will want to follow what the market expects and the market is really expecting a 75 basis points move -– so that’s what the Fed will do,” said Tom Di Galoma, managing director at Seaport Global.But on Tuesday, Nomura economists changed their forecast for the Fed’s September meeting from a 75 to 100 basis points, writing that “a more aggressive path of interest rate hikes will be needed to combat increasingly entrenched inflation.”Larry Summers, former Treasury Secretary and the President Emeritus of Harvard University, tweeted that if he was a Fed official, he would pick “a 100 basis points move to reinforce credibility.”And Scott Buchta, head of fixed-income strategy at Brean Capital, said that if the Fed needs to raise rates sharply, it would be best to do so quickly and get it over with.“Seventy-five is most likely, but they should do 100,” he said.Here’s what other Wall Street strategists said:Andrew Lekas, head of FICC trading at Old Mission Capital:“Oddly enough, I think the market might rally,” he said. “They want to see the Fed take things seriously on the inflation front, and the sooner we get to the end of these hikes the better.”“The knee-jerk reaction is probably lower in all risk assets, and there’s the obvious funding impact on anyone who is using leverage, but for the medium term health of the market I think 100 might make sense.”Steven Englander, head of Group-of-10 currency research at Standard Charter:“If you are on the FOMC and believe that the market needs shock and awe to lower inflation expectations, then maybe you argue for 100bps. I think it’s more sensible for the FOMC to say ‘we can keep raising rates as far as we have to but don’t have to do it at once.’”Ian Shepherdson, chief economist at Pantheon Macroeconomics:“Eleven Fed officials have made it very clear that they will not slow the pace of rate hikes until they see convincing evidence that core inflation pressure is easing on a sequential basis. These data mean that the chance of a 50bp hike next week has gone,” he said. “But the 20% chance of a 100bp hike now priced-in looks over the top.”Kate Moore, BlackRock Head of Thematic Strategy for Global Allocation:“We haven’t changed our call (75bp) but I think it’s really wise to adjust expectations around the forward path especially to the year end,” she said. “The fact that 100bps is starting to get somewhat priced into the market, it’s a bit destabilizing for the equity market.”Nisha Patel, director and portfolio manager of fixed income at Parametric:“Don’t be surprised if the Fed’s hand is forced to do 100bps. The idea that inflation had peaked has been dispelled and now the likelihood of that soft landing for the economy has only decreased. Expect long-bond yields likely to come down leading up to the September meeting as recessionary risk increases.”Seema Shah, Chief Global Strategist at Principal Global Investors:“Until the Fed can tame that beast, there is simply no room for a discussion on pivots or pauses.”Alex Chaloff, co-head of investment strategies at Bernstein Private Wealth Management:“Powell has been more careful with his communications. If we go for 100bps, I would expect we would get the same tipping of the hand as we have gotten when we did 75bps.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935176448,"gmtCreate":1663056798884,"gmtModify":1676537193074,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935176448","repostId":"2266031622","repostType":4,"repost":{"id":"2266031622","pubTimestamp":1663050395,"share":"https://ttm.financial/m/news/2266031622?lang=&edition=fundamental","pubTime":"2022-09-13 14:26","market":"uk","language":"en","title":"How Big Will the BHP Dividend Be in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2266031622","media":"MotleyFool","summary":"One of the most popular options for income investors on the Australian share market is the BHP Group","content":"<html><head></head><body><p>One of the most popular options for income investors on the Australian share market is the <b>BHP Group Ltd</b> (ASX: BHP) dividend.</p><p>And it isn’t hard to see why. The mining giant has been rewarding its shareholders handsomely with big dividend payments in recent years.</p><p>This continued in FY 2022, with BHP declaring a fully franked full year dividend of US$3.25 (A$4.75) per share. Based on the latest BHP share price of $39.18, this equates to a very generous 12% dividend yield.</p><p>In light of this, investors may be wondering what is next for the BHP dividend. Let’s take a look at what one broker is expecting from the Big Australian.</p><h2>How big will the BHP dividend be in FY 2023?</h2><p>According to a recent note out of Morgans, its analysts are expecting the company’s dividend to be trimmed a touch in FY 2023. The broker is currently forecasting a US$2.84 (A$4.15) per share fully franked dividend over the next 12 months.</p><p>However, this still equates to a double-digit yield of approximately 10.5% for investors, which is among the best you’ll find on the local share market.</p><p>In addition, the broker sees plenty of upside potential for the BHP share price. It currently has an add rating and $48.00 price target on the company’s shares.</p><p>The company also made another appearance on Morgans’ best ideas list for September. It commented:</p><blockquote>We view BHP as relatively low risk given its superior diversification relative to its major global mining peers. The spread of BHP’s operations also supplies some defence against direct COVID-19 impact on earnings contributors. While there are more leveraged plays sensitive to a global recovery scenario, we see BHP as holding an attractive combination of upside sensitivity, balance sheet strength and resilient dividend profile.</blockquote></body></html>","source":"motleyfoolau_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>How Big Will the BHP Dividend Be 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\">\nHow Big Will the BHP Dividend Be in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com.au/2022/09/12/how-big-will-the-bhp-dividend-be-in-2023/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular options for income investors on the Australian share market is the BHP Group Ltd (ASX: BHP) dividend.And it isn’t hard to see why. The mining giant has been rewarding its ...</p>\n\n<a href=\"https://www.fool.com.au/2022/09/12/how-big-will-the-bhp-dividend-be-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BHP.UK":"必和必拓公司","BHP.AU":"BHP GROUP LTD","BHP":"必和必拓公司"},"source_url":"https://www.fool.com.au/2022/09/12/how-big-will-the-bhp-dividend-be-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266031622","content_text":"One of the most popular options for income investors on the Australian share market is the BHP Group Ltd (ASX: BHP) dividend.And it isn’t hard to see why. The mining giant has been rewarding its shareholders handsomely with big dividend payments in recent years.This continued in FY 2022, with BHP declaring a fully franked full year dividend of US$3.25 (A$4.75) per share. Based on the latest BHP share price of $39.18, this equates to a very generous 12% dividend yield.In light of this, investors may be wondering what is next for the BHP dividend. Let’s take a look at what one broker is expecting from the Big Australian.How big will the BHP dividend be in FY 2023?According to a recent note out of Morgans, its analysts are expecting the company’s dividend to be trimmed a touch in FY 2023. The broker is currently forecasting a US$2.84 (A$4.15) per share fully franked dividend over the next 12 months.However, this still equates to a double-digit yield of approximately 10.5% for investors, which is among the best you’ll find on the local share market.In addition, the broker sees plenty of upside potential for the BHP share price. It currently has an add rating and $48.00 price target on the company’s shares.The company also made another appearance on Morgans’ best ideas list for September. It commented:We view BHP as relatively low risk given its superior diversification relative to its major global mining peers. The spread of BHP’s operations also supplies some defence against direct COVID-19 impact on earnings contributors. While there are more leveraged plays sensitive to a global recovery scenario, we see BHP as holding an attractive combination of upside sensitivity, balance sheet strength and resilient dividend profile.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935176640,"gmtCreate":1663056784780,"gmtModify":1676537193065,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935176640","repostId":"2267432025","repostType":4,"repost":{"id":"2267432025","pubTimestamp":1663051806,"share":"https://ttm.financial/m/news/2267432025?lang=&edition=fundamental","pubTime":"2022-09-13 14:50","market":"us","language":"en","title":"Netflix Considers Ditching a Key Feature","url":"https://stock-news.laohu8.com/highlight/detail?id=2267432025","media":"TheStreet","summary":"Netflix spent the ‘10s as a unicorn.After slowly killing Blockbuster with its mail-order DVD rental ","content":"<html><head></head><body><p>Netflix spent the ‘10s as a unicorn.</p><p>After slowly killing Blockbuster with its mail-order DVD rental service, it pioneered the idea of streaming television in 2008, and as they say, nothing has been the same since.</p><p>Eventually, television fans got used to watching entire seasons of shows, both new and comfort classics like “Parks And Recreation,” in one sitting, and the company made aggressive moves to develop its own library of television shows and films, as it became well-aware it wouldn’t have access to catalog shows like “The Office” and “Friends” forever.</p><p>For a while, it seemed like Netflix  (<b>NFLX</b>)  couldn’t stop growing. It also seemed like it couldn’t stop spending money on content.</p><p>Sometimes, that content was visionary films like “The Irishman,” or era-defining hits like “Stranger Things.” And a lot of the time, that content was… just kind of there, neither great nor terrible, just something the streamer put up so you won’t notice that now HBO Max  (<b>WBD</b>)  has “Friends” and all the Batman films.</p><p>The problem is that quantity is no substitute for quality, and eventually the sheer glut of Netflix made people begin to tune out, just as other companies began aggressively entering the streaming market.</p><p>Nothing lasts forever, and Unicorns don’t really exist. Netflix had a great run as the king of streaming, and it still boasts the most worldwide subscribers at 220.67 million, even if Disney  (<b>DIS</b>)  expects that its streaming service Disney+ will take the title by the middle of this decade.</p><p>After hitting what may not come to be viewed as its natural ceiling of subscriber numbers during the pandemic, Netflix has begun losing subscribers this year, and it has laid off 450 employees this year while seeing its stock value tumble.</p><p>In response, the once invincible, and arguably inflexible, streaming giant has begun signaling that maybe it needs to rethink a few things, including, perhaps, one of its defining features.</p><h2>Netflix Contemplates Dumping This</h2><p>Netflix co-founder Reed Hastings is considering moving away from its standard model of releasing new seasons of television all at once, as revealed in a profile by Puck News.</p><p>That model has more or less been Netflix’s standard move since it first began making its own television programs in 2012 with the show “Lilyhammer,” and really began getting noticed with “Orange is the New Black,” and “House of Cards” in 2013.</p><p>When rival streaming services began chasing Netflix’s audience, they tried different approaches. Disney generally sticks to a weekly drop schedule for its Star Wars shows like “The Mandalorian” or its Marvel shows like “Moon Knight.”</p><p>Hulu tends to premiere new seasons of popular seasons of popular shows like “The Handmaid&#39;s Tale” by releasing a few episodes at once, and then switching back to a week-to-week model.  while Amazon recently shifted strategies for its Emmy-winning drama “The Marvelous Mrs. Maisel,” which used to drop all at once, but this year released two episodes a week. (Though both companies have still used the all-at-once model occasionally, mainly for smaller-scale dramas like “The Bear” and “As We See It.”)</p><p>The argument that many critics had against the all-at-once drop is that subscribers might watch an entire season in a week, and then will stop talking about it, which means a drastic decline in all-important social media and critical chatter.</p><p>Every streaming service lives in fear of subscriber churn, which is the practice of canceling a plan once you’ve watched the entire season of whatever show you signed up for, only to switch to a different service in the next month. In theory, stringing along a TV show over several months could potentially reduce churn. Earlier this summer, Netflix split its highly anticipated new season of “Stranger Things,” into two parts, though that was partly, it seems, as a way to goose ratings.</p><p>The profile notes that  “Netflix says there’s no hard evidence that week-to-week episodes reduce subscriber churn, but the Netflix churn rate has been inching higher, and it is now the only streamer with a default all-at-once strategy,” and is now considering switching up its approach.</p><h2>Netflix Has Been Doing a Lot Of Rethinking Lately</h2><p>Possibly moving away from its all-at-once strategy isn’t the once-unthinkable change Netflix has signaled that it’s open to, as it finds out ways to adapt to the new streaming marketplace.</p><p>After spending the second half of the ‘10s in a spending war to become the first streaming service with an Oscar-winning film, only to lose to Apple’s “<a href=\"https://laohu8.com/S/COD.AU\">Coda</a>,” this year, the company has indicated it will be much more selective with the films it spends money on, as the days of blank checks to auteurs is at an end.</p><p>And after years of insisting that Netflix will never accept advertising, as a way to both drive revenue and offer an ad-supported, cheaper tier, Netflix has now indicated it is in the planning stages of offering such a plan, though plenty of details, such as the exact price or the launching date, are still unknown.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Considers Ditching a Key Feature</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\">\nNetflix Considers Ditching a Key Feature\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/netflix-considers-ditching-a-key-feature><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix spent the ‘10s as a unicorn.After slowly killing Blockbuster with its mail-order DVD rental service, it pioneered the idea of streaming television in 2008, and as they say, nothing has been ...</p>\n\n<a href=\"https://www.thestreet.com/technology/netflix-considers-ditching-a-key-feature\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4566":"资本集团","QNETCN":"纳斯达克中美互联网老虎指数","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4581":"高盛持仓"},"source_url":"https://www.thestreet.com/technology/netflix-considers-ditching-a-key-feature","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267432025","content_text":"Netflix spent the ‘10s as a unicorn.After slowly killing Blockbuster with its mail-order DVD rental service, it pioneered the idea of streaming television in 2008, and as they say, nothing has been the same since.Eventually, television fans got used to watching entire seasons of shows, both new and comfort classics like “Parks And Recreation,” in one sitting, and the company made aggressive moves to develop its own library of television shows and films, as it became well-aware it wouldn’t have access to catalog shows like “The Office” and “Friends” forever.For a while, it seemed like Netflix  (NFLX)  couldn’t stop growing. It also seemed like it couldn’t stop spending money on content.Sometimes, that content was visionary films like “The Irishman,” or era-defining hits like “Stranger Things.” And a lot of the time, that content was… just kind of there, neither great nor terrible, just something the streamer put up so you won’t notice that now HBO Max  (WBD)  has “Friends” and all the Batman films.The problem is that quantity is no substitute for quality, and eventually the sheer glut of Netflix made people begin to tune out, just as other companies began aggressively entering the streaming market.Nothing lasts forever, and Unicorns don’t really exist. Netflix had a great run as the king of streaming, and it still boasts the most worldwide subscribers at 220.67 million, even if Disney  (DIS)  expects that its streaming service Disney+ will take the title by the middle of this decade.After hitting what may not come to be viewed as its natural ceiling of subscriber numbers during the pandemic, Netflix has begun losing subscribers this year, and it has laid off 450 employees this year while seeing its stock value tumble.In response, the once invincible, and arguably inflexible, streaming giant has begun signaling that maybe it needs to rethink a few things, including, perhaps, one of its defining features.Netflix Contemplates Dumping ThisNetflix co-founder Reed Hastings is considering moving away from its standard model of releasing new seasons of television all at once, as revealed in a profile by Puck News.That model has more or less been Netflix’s standard move since it first began making its own television programs in 2012 with the show “Lilyhammer,” and really began getting noticed with “Orange is the New Black,” and “House of Cards” in 2013.When rival streaming services began chasing Netflix’s audience, they tried different approaches. Disney generally sticks to a weekly drop schedule for its Star Wars shows like “The Mandalorian” or its Marvel shows like “Moon Knight.”Hulu tends to premiere new seasons of popular seasons of popular shows like “The Handmaid's Tale” by releasing a few episodes at once, and then switching back to a week-to-week model.  while Amazon recently shifted strategies for its Emmy-winning drama “The Marvelous Mrs. Maisel,” which used to drop all at once, but this year released two episodes a week. (Though both companies have still used the all-at-once model occasionally, mainly for smaller-scale dramas like “The Bear” and “As We See It.”)The argument that many critics had against the all-at-once drop is that subscribers might watch an entire season in a week, and then will stop talking about it, which means a drastic decline in all-important social media and critical chatter.Every streaming service lives in fear of subscriber churn, which is the practice of canceling a plan once you’ve watched the entire season of whatever show you signed up for, only to switch to a different service in the next month. In theory, stringing along a TV show over several months could potentially reduce churn. Earlier this summer, Netflix split its highly anticipated new season of “Stranger Things,” into two parts, though that was partly, it seems, as a way to goose ratings.The profile notes that  “Netflix says there’s no hard evidence that week-to-week episodes reduce subscriber churn, but the Netflix churn rate has been inching higher, and it is now the only streamer with a default all-at-once strategy,” and is now considering switching up its approach.Netflix Has Been Doing a Lot Of Rethinking LatelyPossibly moving away from its all-at-once strategy isn’t the once-unthinkable change Netflix has signaled that it’s open to, as it finds out ways to adapt to the new streaming marketplace.After spending the second half of the ‘10s in a spending war to become the first streaming service with an Oscar-winning film, only to lose to Apple’s “Coda,” this year, the company has indicated it will be much more selective with the films it spends money on, as the days of blank checks to auteurs is at an end.And after years of insisting that Netflix will never accept advertising, as a way to both drive revenue and offer an ad-supported, cheaper tier, Netflix has now indicated it is in the planning stages of offering such a plan, though plenty of details, such as the exact price or the launching date, are still unknown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919258118,"gmtCreate":1663810619435,"gmtModify":1676537340816,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258118","repostId":"2269969281","repostType":4,"repost":{"id":"2269969281","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":1663800880,"share":"https://ttm.financial/m/news/2269969281?lang=&edition=fundamental","pubTime":"2022-09-22 06:54","market":"us","language":"en","title":"US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message","url":"https://stock-news.laohu8.com/highlight/detail?id=2269969281","media":"Reuters","summary":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors ha","content":"<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&amp;P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street&#39;s main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&amp;P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed&#39;s preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and &#34;will keep at it until the job is done,&#34; a process he repeated would not come without pain.</p><p>&#34;Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,&#34; said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed&#39;s projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>&#34;Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,&#34; said BMO&#39;s Ma.</p><p>&#34;But it&#39;s always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.&#34;</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&amp;P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&amp;P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Slumps As Investors Absorb Hawkish Fed Rate Message\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\">2022-09-22 06:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Fed raises rates by 75 bps to 3-3.25% range</p><p>* Terminal rate seen hitting 4.6% in 2023</p><p>* Investors had expected 75 bps, but not higher for longer</p><p>* Sharp decline in final half-hour of trading</p><p>* Indexes down: Dow 1.7%, S&amp;P 1.71%, Nasdaq 1.79%</p><p>Sept 21 (Reuters) - Wall Street&#39;s main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.</p><p>All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&amp;P 500, respectively, at their lowest point since July 1, and June 30.</p><p>At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.</p><p>However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.</p><p>Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed&#39;s preferred measure of inflation is now seen slowly returning to its 2% target in 2025.</p><p>In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and &#34;will keep at it until the job is done,&#34; a process he repeated would not come without pain.</p><p>&#34;Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,&#34; said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed&#39;s projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.</p><p>&#34;Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,&#34; said BMO&#39;s Ma.</p><p>&#34;But it&#39;s always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.&#34;</p><p>The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&amp;P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.</p><p>All 11 S&amp;P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.</p><p>Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OEX":"标普100","COMP":"Compass, Inc.","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF","SPY":"标普500ETF","BK4550":"红杉资本持仓","BK4539":"次新股","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","NDX":"纳斯达克100指数","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269969281","content_text":"* Fed raises rates by 75 bps to 3-3.25% range* Terminal rate seen hitting 4.6% in 2023* Investors had expected 75 bps, but not higher for longer* Sharp decline in final half-hour of trading* Indexes down: Dow 1.7%, S&P 1.71%, Nasdaq 1.79%Sept 21 (Reuters) - Wall Street's main indexes see-sawed before slumping in the final 30 minutes of trading to end Wednesday lower, as investors digested another supersized Federal Reserve hike and its commitment to keep up increases into 2023 to fight inflation.All three benchmarks finished more than 1.7% down, with the Dow posting its lowest close since June 17, with the Nasdaq and S&P 500, respectively, at their lowest point since July 1, and June 30.At the end of its two-day meeting, the Fed lifted its policy rate by 75 basis points for the third time to a 3.00-3.25% range. Most market participants had expected such an increase, with only a 21% chance of a 100 bps rate hike seen prior to the announcement.However, policymakers also signaled more large increases to come in new projections showing its policy rate rising to 4.40% by the end of this year before topping out at 4.60% in 2023. This is up from projections in June of 3.4% and 3.8% respectively.Rate cuts are not foreseen until 2024, the central bank added, dashing any outstanding investor hopes that the Fed foresaw getting inflation under control in the near term. The Fed's preferred measure of inflation is now seen slowly returning to its 2% target in 2025.In his press conference, Fed Chair Jerome Powell said U.S. central bank officials are \"strongly resolved\" to bring down inflation from the highest levels in four decades and \"will keep at it until the job is done,\" a process he repeated would not come without pain.\"Chairman Powell delivered a sobering message. He stated that no one knows if there will be a recession or how severe, and that achieving a soft landing was always difficult,\" said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.Higher rates and the battle against inflation was also feeding through into the U.S. economy, with the Fed's projections showing year-end growth of just 0.2% this year, rising to 1.2% in 2023.\"Markets were already braced for some hawkishness, based on inflation reports and recent governor comments,\" said BMO's Ma.\"But it's always interesting to see how the market reacts to the messaging. Hawkishness was to be expected, but while some in the market take comfort from that, others take the position to sell.\"The Dow Jones Industrial Average fell 522.45 points, or 1.7%, to 30,183.78, the S&P 500 lost 66 points, or 1.71%, to 3,789.93 and the Nasdaq Composite dropped 204.86 points, or 1.79%, to 11,220.19.All 11 S&P sectors finished lower, led by declines of more than 2.3% by Consumer Discretionary and Communication Services.Volume on U.S. exchanges was 11.03 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.The S&P 500 posted two new 52-week highs and 70 new lows; the Nasdaq Composite recorded 44 new highs and 446 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935401107,"gmtCreate":1663118092009,"gmtModify":1676537207124,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935401107","repostId":"2267503275","repostType":4,"repost":{"id":"2267503275","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":1663100861,"share":"https://ttm.financial/m/news/2267503275?lang=&edition=fundamental","pubTime":"2022-09-14 04:27","market":"us","language":"en","title":"US STOCKS-Wall St Tumbles to Biggest Loss in Two Years Following CPI Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2267503275","media":"Reuters","summary":"U.S. consumer prices rise unexpectedlyLikelihood grows of a 100 bp Fed rate hike in SeptIndexes slid","content":"<html><head></head><body><ul><li>U.S. consumer prices rise unexpectedly</li><li>Likelihood grows of a 100 bp Fed rate hike in Sept</li><li>Indexes slide: Dow 3.94%, S&amp;P 4.32%, Nasdaq 5.16%</li></ul><p>(Reuters) - A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report dashed hopes that the Federal Reserve could relent and scale back its policy tightening in the coming months.</p><p>All three major U.S. stock indexes veered sharply lower, snapping four-day winning streaks and notching their biggest one-day percentage drops since June 2020 during the throes of the COVID-19 pandemic.</p><p>Surging risk-off sentiment pulled every major sector deep into negative territory, with interest-rate-sensitive tech and tech-adjacent market leaders, led by <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> weighing heaviest.</p><p>&#34;(The sell-off) is not a surprise given the rally running up to the data,&#34; said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago.</p><p>The Labor Department&#39;s consumer price index (CPI) came in above consensus, interrupting a cooling trend and throwing cold water on hopes that the Federal Reserve could relent after September and ease up on its interest rate hikes.</p><p>Core CPI, which strips out volatile food and energy prices, increased more than expected, rising to 6.3% from 5.9% in July.</p><p>The report points to &#34;very persistent inflation and that means the Fed is going to remain engaged and raise rates,&#34; Nolte added. &#34;And that’s an anathema to equities.&#34;</p><p>Financial markets have fully priced in an interest rate hike of at least 75 basis points at the conclusion of the FOMC&#39;s policy meeting next week, with a 32% probability of a super-sized, full-percentage-point increase to the Fed funds target rate, according to CME&#39;s FedWatch tool.</p><p>&#34;The Fed has increased (interest rates) by three full percentage points in the last six months,&#34; Nolte said. &#34;We have not yet felt the full impact of all those increases. But we will feel it.&#34;</p><p>&#34;We are at recession’s doorstep.&#34;</p><p>Worries persist that a prolonged period of policy tightening from the Fed could tip the economy over the brink of recession.</p><p>The inversion of yields on two- and 10-year Treasury notes, regarded as a red flag of impending recession, widened further.</p><p>The Dow Jones Industrial Average fell 1,276.37 points, or 3.94%, to 31,104.97, the S&amp;P 500 lost 177.72 points, or 4.32%, to 3,932.69 and the Nasdaq Composite dropped 632.84 points, or 5.16%, to 11,633.57.</p><p>All 11 major sectors of the S&amp;P 500 ended the session deep in red territory.</p><p>Communications services, consumer discretionary and tech shares all plummeted more than 5%, while the tech subset semiconductor sector sank 6.2%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 7.76-to-1 ratio; on Nasdaq, a 3.64-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week high and 16 new lows; the Nasdaq Composite recorded 29 new highs and 163 new lows.</p><p>Volume on U.S. exchanges was 11.58 billion shares, compared with the 10.33 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Tumbles to Biggest Loss in Two Years Following CPI Data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Tumbles to Biggest Loss in Two Years Following CPI Data\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\">2022-09-14 04:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. consumer prices rise unexpectedly</li><li>Likelihood grows of a 100 bp Fed rate hike in Sept</li><li>Indexes slide: Dow 3.94%, S&amp;P 4.32%, Nasdaq 5.16%</li></ul><p>(Reuters) - A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report dashed hopes that the Federal Reserve could relent and scale back its policy tightening in the coming months.</p><p>All three major U.S. stock indexes veered sharply lower, snapping four-day winning streaks and notching their biggest one-day percentage drops since June 2020 during the throes of the COVID-19 pandemic.</p><p>Surging risk-off sentiment pulled every major sector deep into negative territory, with interest-rate-sensitive tech and tech-adjacent market leaders, led by <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com Inc</a> weighing heaviest.</p><p>&#34;(The sell-off) is not a surprise given the rally running up to the data,&#34; said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago.</p><p>The Labor Department&#39;s consumer price index (CPI) came in above consensus, interrupting a cooling trend and throwing cold water on hopes that the Federal Reserve could relent after September and ease up on its interest rate hikes.</p><p>Core CPI, which strips out volatile food and energy prices, increased more than expected, rising to 6.3% from 5.9% in July.</p><p>The report points to &#34;very persistent inflation and that means the Fed is going to remain engaged and raise rates,&#34; Nolte added. &#34;And that’s an anathema to equities.&#34;</p><p>Financial markets have fully priced in an interest rate hike of at least 75 basis points at the conclusion of the FOMC&#39;s policy meeting next week, with a 32% probability of a super-sized, full-percentage-point increase to the Fed funds target rate, according to CME&#39;s FedWatch tool.</p><p>&#34;The Fed has increased (interest rates) by three full percentage points in the last six months,&#34; Nolte said. &#34;We have not yet felt the full impact of all those increases. But we will feel it.&#34;</p><p>&#34;We are at recession’s doorstep.&#34;</p><p>Worries persist that a prolonged period of policy tightening from the Fed could tip the economy over the brink of recession.</p><p>The inversion of yields on two- and 10-year Treasury notes, regarded as a red flag of impending recession, widened further.</p><p>The Dow Jones Industrial Average fell 1,276.37 points, or 3.94%, to 31,104.97, the S&amp;P 500 lost 177.72 points, or 4.32%, to 3,932.69 and the Nasdaq Composite dropped 632.84 points, or 5.16%, to 11,633.57.</p><p>All 11 major sectors of the S&amp;P 500 ended the session deep in red territory.</p><p>Communications services, consumer discretionary and tech shares all plummeted more than 5%, while the tech subset semiconductor sector sank 6.2%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 7.76-to-1 ratio; on Nasdaq, a 3.64-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week high and 16 new lows; the Nasdaq Composite recorded 29 new highs and 163 new lows.</p><p>Volume on U.S. exchanges was 11.58 billion shares, compared with the 10.33 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267503275","content_text":"U.S. consumer prices rise unexpectedlyLikelihood grows of a 100 bp Fed rate hike in SeptIndexes slide: Dow 3.94%, S&P 4.32%, Nasdaq 5.16%(Reuters) - A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report dashed hopes that the Federal Reserve could relent and scale back its policy tightening in the coming months.All three major U.S. stock indexes veered sharply lower, snapping four-day winning streaks and notching their biggest one-day percentage drops since June 2020 during the throes of the COVID-19 pandemic.Surging risk-off sentiment pulled every major sector deep into negative territory, with interest-rate-sensitive tech and tech-adjacent market leaders, led by Apple Inc, Microsoft Corp and Amazon.com Inc weighing heaviest.\"(The sell-off) is not a surprise given the rally running up to the data,\" said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago.The Labor Department's consumer price index (CPI) came in above consensus, interrupting a cooling trend and throwing cold water on hopes that the Federal Reserve could relent after September and ease up on its interest rate hikes.Core CPI, which strips out volatile food and energy prices, increased more than expected, rising to 6.3% from 5.9% in July.The report points to \"very persistent inflation and that means the Fed is going to remain engaged and raise rates,\" Nolte added. \"And that’s an anathema to equities.\"Financial markets have fully priced in an interest rate hike of at least 75 basis points at the conclusion of the FOMC's policy meeting next week, with a 32% probability of a super-sized, full-percentage-point increase to the Fed funds target rate, according to CME's FedWatch tool.\"The Fed has increased (interest rates) by three full percentage points in the last six months,\" Nolte said. \"We have not yet felt the full impact of all those increases. But we will feel it.\"\"We are at recession’s doorstep.\"Worries persist that a prolonged period of policy tightening from the Fed could tip the economy over the brink of recession.The inversion of yields on two- and 10-year Treasury notes, regarded as a red flag of impending recession, widened further.The Dow Jones Industrial Average fell 1,276.37 points, or 3.94%, to 31,104.97, the S&P 500 lost 177.72 points, or 4.32%, to 3,932.69 and the Nasdaq Composite dropped 632.84 points, or 5.16%, to 11,633.57.All 11 major sectors of the S&P 500 ended the session deep in red territory.Communications services, consumer discretionary and tech shares all plummeted more than 5%, while the tech subset semiconductor sector sank 6.2%.Declining issues outnumbered advancing ones on the NYSE by a 7.76-to-1 ratio; on Nasdaq, a 3.64-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week high and 16 new lows; the Nasdaq Composite recorded 29 new highs and 163 new lows.Volume on U.S. exchanges was 11.58 billion shares, compared with the 10.33 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935172916,"gmtCreate":1663056825636,"gmtModify":1676537193083,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935172916","repostId":"1190990790","repostType":4,"repost":{"id":"1190990790","pubTimestamp":1663049078,"share":"https://ttm.financial/m/news/1190990790?lang=&edition=fundamental","pubTime":"2022-09-13 14:04","market":"us","language":"en","title":"Palantir: Undervalued Stock, But Perspective And Patience Are Required","url":"https://stock-news.laohu8.com/highlight/detail?id=1190990790","media":"Seeking Alpha","summary":"SummaryInvestors are frustrated with Palantir’s first half of 2022 results but are forgetting some k","content":"<html><head></head><body><p>Summary</p><ul><li>Investors are frustrated with Palantir’s first half of 2022 results but are forgetting some key metrics that indicate the market is overreacting and growth is ahead for the stock.</li><li>Palantir is oversold and undervalued, with a much lower price-to-sales ratio and price-to-free cash flow than its competitors.</li><li>Leadership has estimated profitability will not be reached until 2025, yet Palantir could be profitable much sooner if government revenue regains growth and SBC continues to decrease.</li><li>The bleeding losses of operating income from previous SPAC investments are almost over.</li><li>Palantir’s leadership team is determined to grow their business their way and on their own time horizon. Investors must understand this and stay patient.</li></ul><p><b>Thesis</b>:</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> is an undervalued software stock especially compared to its competition. It has become oversold this past month, losing nearly 22% of its share price in the last month. What&#39;s interesting is a lot of the sellingis coming from retail investors, of which shareholder count hasdropped 8%year-over-year, but institutions have increased their holdings bynearly 10%in the same time frame. I believe the reason for this is that the institutions understand how significantly undervalued the company is, how strong their balance sheet is, and are demonstrating consistently high commercial customer growth rates.</p><p><img src=\"https://static.tigerbbs.com/b2275f8af882cbce0d373032e7e532d8\" tg-width=\"640\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>DCF from Simply Wall St.</p><p><b>What are the Bears and Bulls Saying About Palantir Stock?Bears Feel Really Smart Right Now</b></p><p>Palantir bears are feeling good right about now, and it is easy to see why. Palantir has been publicly traded for almost two years, and it is 26% lower in share price than the day of its DPO. Palantir bears&#39; main thesis typically is around the company diluting shareholders, which has so far been true, with shareholders being diluted over 28% since the company went DPO. The other two main bear theses that surround Palantir are:</p><ul><li>Palantir is a consulting company and most of their revenue is government-dependent. We will discuss further how this may be perceived but is incorrect.</li></ul><ul><li>The company is overvalued, not profitable, and now missing their 30% sales growth forecast. The stock does still have bears that are extremely short on the company with the short interest of the stock at nearly 7%.</li></ul><p><b>Bulls are Getting Impatient, Frustrated with Earnings, Concerned About Thesis</b></p><p>Palantir bulls rightfully are frustrated with the company&#39;s latest earnings results and are concerned about the stock reaching their initial long-term expectations. This company had retail investors screaming from the rooftops that this is a trillion-dollar market cap stock in the making. Palantir has a very large retail investor following totaling nearly 52% of all shares, and this group of investors has been very vocal on their feelings of disappointment and concern.</p><p>All you have to do is search for Palantir articles onSeeking Alpha, check the Reddit boards, type $PLTR in Twitter, or watch the hundreds of videos posted on YouTube about the stock. Now in full transparency, I am a retail investor of Palantir, and this is my number one stock holding. I too have aYouTube Channeland podcast on investing, and over45 videos on the stock, as I am very bullish on the stock.</p><p>However, I am very objective in my perspective on this company and am aware of the risks and rewards it could present. My time horizon for this stock is at least 10 to 20yrs, as long as my thesis is intact. Once a thesis is broken, I have to truly reconsider my position in a stock and if it is time to get out. I will share my fair criticisms and risks surrounding this stock but also, why the stock is undervalued at the moment and requires patience and perspective to reap the rewards I believe it will deliver.</p><p><b>How Much Risk Does Palantir Stock Present?</b></p><p>The definition of risk is to have something valued that is exposed to danger, harm, or loss. If Palantir was your only stock that you held in your portfolio, I would agree you have a lot of risk in this stock. However, if you have a well-diversified portfolio, a time horizon longer than five years, and just want to beat the market average in those five-plus years, then there is limited risk in Palantir in my opinion.</p><p>Palantir is a stock not for short-term shareholders, nor one for the faint of heart, as it is very volatile, and not for investors who cannot get over the management style of the company. This stock holds a beta of 1.82, meaning when Palantir&#39;s stock fluctuates up or down it is almost 2x the size of what the market average is.</p><p>This reason, and the lack of profitability Palantir has currently, is why institutional investor holdings are not over 50% just yet. It is also the reason the retail investing community has gotten frustrated from the whiplash their shares have taken. The risks are different for every investor when it comes to Palantir or any stock because everyone&#39;s situation is unique. Therefore, it is important to know yourself as an investor why you are investing, understand your risk-tolerance, and when you need the money. If you have patience, can dollar-cost average during a long-term horizon, understand the nature of Palantir&#39;s customers, and business model, then you will not consider it risky to be a Palantir shareholder.</p><p>I believe the Institutional Investor Community is understanding these things more and more, and as a result, the number of institutional shares held since December 2020 has increased over 3.5x!</p><p><img src=\"https://static.tigerbbs.com/52ae4a5ae1b792298aeb9fa0942f8dae\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Institutional Holdings from Fintel.io</p><p><b>The Ugly</b></p><p>Let me begin by saying I was disappointed by the Q2 2022 earnings results, considering the revenue they achieved was what they said their base case was for Q2 expectations during Q1. Palantir also made this their third quarter in a row missing analysts&#39; expectations on earnings. I don&#39;t care who you are in the stock market, three misses in a row never provide analysts or investors additional confidence in your company.</p><p>I also was not a fan of how leadership conducted themselves on the earnings call, getting short with those asking questions and sharing that some of their customers do not even like them but must use them because their product is that good. It is one thing to be overly confident or even slightly arrogant on an earnings call if you are exceeding all expectations, but it is a totally different one when performance has been consistently declining in different areas.</p><p>Management dropped their commitment for 30% annual growth in 2022 and dropped a bomb on investors whenCEO Alex Karp said2025 is when the company will reach profitability. The company is growing their government revenue 13% year-over-year, but this metric has decreased five quarters in a row, leaving much concern for investors. Palantir also had to take a loss of over $135M for their losses from their SPAC investments.</p><p>The sequential decline in stock-based compensation was only 2% less than the previous quarter and was $145.7M. Palantir had a net loss of $179.3M for their Q2 2022 performance, because of all these factors and due to significant government revenue pushing out due to timing of government budgets and deal cycles.</p><p><b>It is All About Perspective, Patience, and Expectations</b></p><p>I believe the short-term expectations of Palantir stock have been over-zealous from myself, other retail investors, and institutional investors. In my opinion, there are several reasons expectations got out of hand quickly, and perspective was lost. Here are the main reasons listed below:</p><ul><li>The amazing capabilities of Palantir&#39;s software and outcomes it has proven already in the government sector.</li></ul><ul><li>The wild success this non-government entity had selling to the U.S. and other western allied governments for nearly 17 years before coming public.</li></ul><ul><li>The salesmanship of Alex Karp and the ability to keep this company generating meaningful revenue annually without a salesforce.</li></ul><ul><li>Being co-founded by Peter Thiel, one of the world&#39;s greatest private investors and former founder of PayPal. He also is the largest insider shareholder at 7% of all shares.</li></ul><p>Now let&#39;s bring everything into perspective for both the bears and bulls for this stock. There are some fundamental truths concerning this stock and company right now, starting with the stock being undervalued from a price-to sales ratio of 9, which is significantly lower than its peers both in price to free cash flow as well as revenue per employee and revenue per customer. Below you can see C3.ai (AI) and Alteryx (AYX) do not even produce free cash flow, and Snowflake (SNOW) is over 3x more expensive regarding price to free cash flow than Palantir.</p><p><img src=\"https://static.tigerbbs.com/246909b571268c0cc29bc3a7d39f9a24\" tg-width=\"1280\" tg-height=\"877\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>PLTR Price to Free Cash Flow data by YCharts</p><p>The government revenue is not always going to be decelerating as government spending goes in cycles and is very lumpy in nature. This past July, a record-breaking Department of Defense budget was approved by the senate this year for$858 billionand is projected to grow to an annual budget of $1 trillion by 2026. These past seven months we have had the war between Russia and Ukraine going on, with Palantir assisting the country of Ukraine any way they can with their Gotham &amp; Foundry platforms. I believe there could be increased opportunity for Palantir to be able to assist other NATO countries in the defense against Russia with their software.</p><p>As stated, before Palantir has an exceptionalbalance sheetand is building their company their way, whether investors like it or not. The reassuring thing is they have plenty of assets and cash to get to the $4.5 billion annual revenue goal in 2025. The company is seeing significant growth in its U.S. commercial business, and it was the diamond in the rough for their Q2 FY22 earnings report.</p><p><img src=\"https://static.tigerbbs.com/6d2ca285fd940aa59d1fc83504bc2f78\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Q2 2022 Financial Earnings Report</p><p>We can see the inflation the European countries are going through is significant and it has impacted the commercial customer growth outside the United States for Palantir. This past Monday, September 5th, the Euro dropped below 99 U.S. cents for the first time in over 20 years and the latest inflation rate was 9.1%. I bring this up because when you look at the 20 net new commercial customers Palantir acquired in Q2, only three of them were outside the United States.</p><p><b>What to Watch for With Palantir</b></p><p>There may still be some short-term turbulence for growth stocks like Palantir, with more interest rate hikes to come globally, including in the United States. However, Palantir&#39;s balance sheet is a flawless fortress for the company to stand on and grow their business while other companies are letting go employees. Palantir plans on having a 25% growth in employee headcount completed by the end of 2022! This is just one of many indicators that we could see Palantir hitting an inflection point for their business.</p><p><img src=\"https://static.tigerbbs.com/ffc2feed0b7b1533f2c6e5923279f077\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Q2 2022 Financial Earnings Presentation</p><p>Remember, the ramp-up time is anywhere between 9-12 months for new Palantir sales employees, so we won&#39;t see the true benefits of the sales reps hired today until next year. Another indicator is Palantir has received significantly increased institutional investing since being a public company these past two years, as stated earlier. We know there is a finite amount of losses Palantir can achieve on their remaining SPAC investments and that negative hit to the operating income will be gone.</p><p>This company is not perfect by any means, and I believe you should never &#34;marry&#34; a stock but invest in your thesis and the fundamentals of a business. I believe based off the fundamentals of Palantir&#39;s business and where its share price is today, the stock is very undervalued for long-term investors. You also have to really understand how your company makes money and how their business model operates. Remember, Palantir has a three-tiered business model of (acquire, expand, scale) in which they invest in the customer upfront and ensure their problems get solved with the software and value is realized quickly. This is still a complex process that requires a forward engineer and some hand-holding for this process to be a success. Most of their customers don&#39;t yield a lot of revenue and profits until they reach the scale phase, but when they do the growth is exponential in nature, and switching costs are much higher due to how entrenched the customer is in the platform.</p><p>I will be looking out for continued commercial customer growth in the next few quarters that mimics what they have achieved previously. You will want to check to see at the end of the year if their revenues for each tier of their business model grew year-over-year. I am also expecting better government revenues in 2023, as the new government budget will be in effect then. I also want to see some sort of freemium model come out to increase the number of developers using the Foundry platform, or a major expansion on Foundry for Builders (their program for net new potential customers). Lastly, I would like to see more participation in technology conferences and publicizing the effectiveness of their software platform. Overall, I believe we see improvement in the share price and opportunities for Palantir to succeed 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>Palantir: Undervalued Stock, But Perspective And Patience Are Required</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\">\nPalantir: Undervalued Stock, But Perspective And Patience Are Required\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4540470-palantir-undervalued-stock-but-perspective-and-patience-are-required><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInvestors are frustrated with Palantir’s first half of 2022 results but are forgetting some key metrics that indicate the market is overreacting and growth is ahead for the stock.Palantir is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4540470-palantir-undervalued-stock-but-perspective-and-patience-are-required\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4540470-palantir-undervalued-stock-but-perspective-and-patience-are-required","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190990790","content_text":"SummaryInvestors are frustrated with Palantir’s first half of 2022 results but are forgetting some key metrics that indicate the market is overreacting and growth is ahead for the stock.Palantir is oversold and undervalued, with a much lower price-to-sales ratio and price-to-free cash flow than its competitors.Leadership has estimated profitability will not be reached until 2025, yet Palantir could be profitable much sooner if government revenue regains growth and SBC continues to decrease.The bleeding losses of operating income from previous SPAC investments are almost over.Palantir’s leadership team is determined to grow their business their way and on their own time horizon. Investors must understand this and stay patient.Thesis:Palantir Technologies Inc. is an undervalued software stock especially compared to its competition. It has become oversold this past month, losing nearly 22% of its share price in the last month. What's interesting is a lot of the sellingis coming from retail investors, of which shareholder count hasdropped 8%year-over-year, but institutions have increased their holdings bynearly 10%in the same time frame. I believe the reason for this is that the institutions understand how significantly undervalued the company is, how strong their balance sheet is, and are demonstrating consistently high commercial customer growth rates.DCF from Simply Wall St.What are the Bears and Bulls Saying About Palantir Stock?Bears Feel Really Smart Right NowPalantir bears are feeling good right about now, and it is easy to see why. Palantir has been publicly traded for almost two years, and it is 26% lower in share price than the day of its DPO. Palantir bears' main thesis typically is around the company diluting shareholders, which has so far been true, with shareholders being diluted over 28% since the company went DPO. The other two main bear theses that surround Palantir are:Palantir is a consulting company and most of their revenue is government-dependent. We will discuss further how this may be perceived but is incorrect.The company is overvalued, not profitable, and now missing their 30% sales growth forecast. The stock does still have bears that are extremely short on the company with the short interest of the stock at nearly 7%.Bulls are Getting Impatient, Frustrated with Earnings, Concerned About ThesisPalantir bulls rightfully are frustrated with the company's latest earnings results and are concerned about the stock reaching their initial long-term expectations. This company had retail investors screaming from the rooftops that this is a trillion-dollar market cap stock in the making. Palantir has a very large retail investor following totaling nearly 52% of all shares, and this group of investors has been very vocal on their feelings of disappointment and concern.All you have to do is search for Palantir articles onSeeking Alpha, check the Reddit boards, type $PLTR in Twitter, or watch the hundreds of videos posted on YouTube about the stock. Now in full transparency, I am a retail investor of Palantir, and this is my number one stock holding. I too have aYouTube Channeland podcast on investing, and over45 videos on the stock, as I am very bullish on the stock.However, I am very objective in my perspective on this company and am aware of the risks and rewards it could present. My time horizon for this stock is at least 10 to 20yrs, as long as my thesis is intact. Once a thesis is broken, I have to truly reconsider my position in a stock and if it is time to get out. I will share my fair criticisms and risks surrounding this stock but also, why the stock is undervalued at the moment and requires patience and perspective to reap the rewards I believe it will deliver.How Much Risk Does Palantir Stock Present?The definition of risk is to have something valued that is exposed to danger, harm, or loss. If Palantir was your only stock that you held in your portfolio, I would agree you have a lot of risk in this stock. However, if you have a well-diversified portfolio, a time horizon longer than five years, and just want to beat the market average in those five-plus years, then there is limited risk in Palantir in my opinion.Palantir is a stock not for short-term shareholders, nor one for the faint of heart, as it is very volatile, and not for investors who cannot get over the management style of the company. This stock holds a beta of 1.82, meaning when Palantir's stock fluctuates up or down it is almost 2x the size of what the market average is.This reason, and the lack of profitability Palantir has currently, is why institutional investor holdings are not over 50% just yet. It is also the reason the retail investing community has gotten frustrated from the whiplash their shares have taken. The risks are different for every investor when it comes to Palantir or any stock because everyone's situation is unique. Therefore, it is important to know yourself as an investor why you are investing, understand your risk-tolerance, and when you need the money. If you have patience, can dollar-cost average during a long-term horizon, understand the nature of Palantir's customers, and business model, then you will not consider it risky to be a Palantir shareholder.I believe the Institutional Investor Community is understanding these things more and more, and as a result, the number of institutional shares held since December 2020 has increased over 3.5x!Institutional Holdings from Fintel.ioThe UglyLet me begin by saying I was disappointed by the Q2 2022 earnings results, considering the revenue they achieved was what they said their base case was for Q2 expectations during Q1. Palantir also made this their third quarter in a row missing analysts' expectations on earnings. I don't care who you are in the stock market, three misses in a row never provide analysts or investors additional confidence in your company.I also was not a fan of how leadership conducted themselves on the earnings call, getting short with those asking questions and sharing that some of their customers do not even like them but must use them because their product is that good. It is one thing to be overly confident or even slightly arrogant on an earnings call if you are exceeding all expectations, but it is a totally different one when performance has been consistently declining in different areas.Management dropped their commitment for 30% annual growth in 2022 and dropped a bomb on investors whenCEO Alex Karp said2025 is when the company will reach profitability. The company is growing their government revenue 13% year-over-year, but this metric has decreased five quarters in a row, leaving much concern for investors. Palantir also had to take a loss of over $135M for their losses from their SPAC investments.The sequential decline in stock-based compensation was only 2% less than the previous quarter and was $145.7M. Palantir had a net loss of $179.3M for their Q2 2022 performance, because of all these factors and due to significant government revenue pushing out due to timing of government budgets and deal cycles.It is All About Perspective, Patience, and ExpectationsI believe the short-term expectations of Palantir stock have been over-zealous from myself, other retail investors, and institutional investors. In my opinion, there are several reasons expectations got out of hand quickly, and perspective was lost. Here are the main reasons listed below:The amazing capabilities of Palantir's software and outcomes it has proven already in the government sector.The wild success this non-government entity had selling to the U.S. and other western allied governments for nearly 17 years before coming public.The salesmanship of Alex Karp and the ability to keep this company generating meaningful revenue annually without a salesforce.Being co-founded by Peter Thiel, one of the world's greatest private investors and former founder of PayPal. He also is the largest insider shareholder at 7% of all shares.Now let's bring everything into perspective for both the bears and bulls for this stock. There are some fundamental truths concerning this stock and company right now, starting with the stock being undervalued from a price-to sales ratio of 9, which is significantly lower than its peers both in price to free cash flow as well as revenue per employee and revenue per customer. Below you can see C3.ai (AI) and Alteryx (AYX) do not even produce free cash flow, and Snowflake (SNOW) is over 3x more expensive regarding price to free cash flow than Palantir.PLTR Price to Free Cash Flow data by YChartsThe government revenue is not always going to be decelerating as government spending goes in cycles and is very lumpy in nature. This past July, a record-breaking Department of Defense budget was approved by the senate this year for$858 billionand is projected to grow to an annual budget of $1 trillion by 2026. These past seven months we have had the war between Russia and Ukraine going on, with Palantir assisting the country of Ukraine any way they can with their Gotham & Foundry platforms. I believe there could be increased opportunity for Palantir to be able to assist other NATO countries in the defense against Russia with their software.As stated, before Palantir has an exceptionalbalance sheetand is building their company their way, whether investors like it or not. The reassuring thing is they have plenty of assets and cash to get to the $4.5 billion annual revenue goal in 2025. The company is seeing significant growth in its U.S. commercial business, and it was the diamond in the rough for their Q2 FY22 earnings report.Q2 2022 Financial Earnings ReportWe can see the inflation the European countries are going through is significant and it has impacted the commercial customer growth outside the United States for Palantir. This past Monday, September 5th, the Euro dropped below 99 U.S. cents for the first time in over 20 years and the latest inflation rate was 9.1%. I bring this up because when you look at the 20 net new commercial customers Palantir acquired in Q2, only three of them were outside the United States.What to Watch for With PalantirThere may still be some short-term turbulence for growth stocks like Palantir, with more interest rate hikes to come globally, including in the United States. However, Palantir's balance sheet is a flawless fortress for the company to stand on and grow their business while other companies are letting go employees. Palantir plans on having a 25% growth in employee headcount completed by the end of 2022! This is just one of many indicators that we could see Palantir hitting an inflection point for their business.Q2 2022 Financial Earnings PresentationRemember, the ramp-up time is anywhere between 9-12 months for new Palantir sales employees, so we won't see the true benefits of the sales reps hired today until next year. Another indicator is Palantir has received significantly increased institutional investing since being a public company these past two years, as stated earlier. We know there is a finite amount of losses Palantir can achieve on their remaining SPAC investments and that negative hit to the operating income will be gone.This company is not perfect by any means, and I believe you should never \"marry\" a stock but invest in your thesis and the fundamentals of a business. I believe based off the fundamentals of Palantir's business and where its share price is today, the stock is very undervalued for long-term investors. You also have to really understand how your company makes money and how their business model operates. Remember, Palantir has a three-tiered business model of (acquire, expand, scale) in which they invest in the customer upfront and ensure their problems get solved with the software and value is realized quickly. This is still a complex process that requires a forward engineer and some hand-holding for this process to be a success. Most of their customers don't yield a lot of revenue and profits until they reach the scale phase, but when they do the growth is exponential in nature, and switching costs are much higher due to how entrenched the customer is in the platform.I will be looking out for continued commercial customer growth in the next few quarters that mimics what they have achieved previously. You will want to check to see at the end of the year if their revenues for each tier of their business model grew year-over-year. I am also expecting better government revenues in 2023, as the new government budget will be in effect then. I also want to see some sort of freemium model come out to increase the number of developers using the Foundry platform, or a major expansion on Foundry for Builders (their program for net new potential customers). Lastly, I would like to see more participation in technology conferences and publicizing the effectiveness of their software platform. Overall, I believe we see improvement in the share price and opportunities for Palantir to succeed in the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935403572,"gmtCreate":1663118070296,"gmtModify":1676537207101,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935403572","repostId":"1183517691","repostType":4,"repost":{"id":"1183517691","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1663113755,"share":"https://ttm.financial/m/news/1183517691?lang=&edition=fundamental","pubTime":"2022-09-14 08:02","market":"us","language":"en","title":"These Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1183517691","media":"Dow Jones","summary":"A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core cons","content":"<html><head></head><body><p>A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.</p><p>Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.</p><p>The benchmark S&amp;P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.</p><p>Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.</p><p>The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.</p><p>Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&amp;P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.</p><p>The five largest companies in the S&amp;P 500 by market capitalization shed $477 billion in value, as you can see here:</p><h3><img src=\"https://static.tigerbbs.com/dd178e0108ce4b2c9410e7e0e670e76c\" tg-width=\"938\" tg-height=\"559\" width=\"100%\" height=\"auto\"/>Worst decliners in the S&amp;P 500</h3><p>Among the six stocks in the S&amp;P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.</p><p>Here are the 20 worst performers in the large-cap benchmark index for the day:</p><p><img src=\"https://static.tigerbbs.com/465e49e6ccf58730c810e9848bbfbad8\" tg-width=\"879\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/b93fc3b9a6b8eff09be13992f3fc5c80\" tg-width=\"879\" tg-height=\"477\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2022-09-14 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.</p><p>Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.</p><p>The benchmark S&amp;P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.</p><p>Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.</p><p>The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.</p><p>Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&amp;P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.</p><p>The five largest companies in the S&amp;P 500 by market capitalization shed $477 billion in value, as you can see here:</p><h3><img src=\"https://static.tigerbbs.com/dd178e0108ce4b2c9410e7e0e670e76c\" tg-width=\"938\" tg-height=\"559\" width=\"100%\" height=\"auto\"/>Worst decliners in the S&amp;P 500</h3><p>Among the six stocks in the S&amp;P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.</p><p>Here are the 20 worst performers in the large-cap benchmark index for the day:</p><p><img src=\"https://static.tigerbbs.com/465e49e6ccf58730c810e9848bbfbad8\" tg-width=\"879\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/b93fc3b9a6b8eff09be13992f3fc5c80\" tg-width=\"879\" tg-height=\"477\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","MSFT":"微软","AMZN":"亚马逊","AAPL":"苹果","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183517691","content_text":"A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.The benchmark S&P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.The five largest companies in the S&P 500 by market capitalization shed $477 billion in value, as you can see here:Worst decliners in the S&P 500Among the six stocks in the S&P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.Here are the 20 worst performers in the large-cap benchmark index for the day:","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988137245,"gmtCreate":1666690490191,"gmtModify":1676537790411,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/R14.SI\">$ENECO ENERGY LIMITED(R14.SI)$</a>","listText":"<a href=\"https://ttm.financial/S/R14.SI\">$ENECO ENERGY LIMITED(R14.SI)$</a>","text":"$ENECO ENERGY LIMITED(R14.SI)$","images":[{"img":"https://community-static.tradeup.com/news/bcd5b7c7546bf35c5ae611448dc35e6f","width":"720","height":"1435"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988137245","isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9911485763,"gmtCreate":1664244071652,"gmtModify":1676537417296,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BWCU.SI\">$EC WORLD REIT(BWCU.SI)$</a>","listText":"<a href=\"https://ttm.financial/S/BWCU.SI\">$EC WORLD REIT(BWCU.SI)$</a>","text":"$EC WORLD REIT(BWCU.SI)$","images":[{"img":"https://community-static.tradeup.com/news/067c1b8afd83a1b66221aeccba30e076","width":"720","height":"1372"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911485763","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919258871,"gmtCreate":1663810627794,"gmtModify":1676537340824,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258871","repostId":"1161572204","repostType":4,"repost":{"id":"1161572204","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":1663800201,"share":"https://ttm.financial/m/news/1161572204?lang=&edition=fundamental","pubTime":"2022-09-22 06:43","market":"us","language":"en","title":"Fed Delivers Another Big Rate Hike; Powell Vows to \"Keep at It\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1161572204","media":"Reuters","summary":"Fed lifts target interest rate to 3.00%-3.25% rangeForecasts show another large hike likely by end o","content":"<html><head></head><body><ul><li>Fed lifts target interest rate to 3.00%-3.25% range</li><li>Forecasts show another large hike likely by end of year</li><li>Powell: No &#39;painless&#39; way to bring down inflation</li></ul><p>WASHINGTON, Sept 21 (Reuters) - Federal Reserve Chair Jerome Powell vowed on Wednesday that he and his fellow policymakers would &#34;keep at&#34; their battle to beat down inflation, as the U.S. central bank hiked interest rates by three-quarters of a percentage point for a third straight time and signaled that borrowing costs would keep rising this year.</p><p>In a sobering new set of projections, the Fed foresees its policy rate rising at a faster pace and to a higher level than expected, the economy slowing to a crawl, and unemployment rising to a degree historically associated with recessions.</p><p>Powell was blunt about the &#34;pain&#34; to come, citing rising joblessness and singling out the housing market, a persistent source of rising consumer inflation, as being likely in need of a &#34;correction.&#34;</p><p>Earlier on Wednesday, the National Association of Realtors reported that U.S. existing home sales dropped for a seventh straight month in August.</p><p>The United States has had a &#34;red hot housing market ... There was a big imbalance,&#34; Powell said in a news conference after Fed policymakers unanimously agreed to raise the central bank&#39;s benchmark overnight interest rate to a range of 3.00%-3.25%. &#34;What we need is supply and demand to get better aligned ... We probably in the housing market have to go through a correction to get back to that place.&#34;</p><p>That theme, of a continuing mismatch between U.S. demand for goods and services and the ability of the country to produce or import them, ran through a briefing in which Powell stuck with the hawkish tone set during his remarks last month at the Jackson Hole central banking conference in Wyoming.</p><p>Recent inflation data has shown little to no improvement despite the Fed&#39;s aggressive tightening - it also announced 75-basis-point rate hikes in June and July - and the labor market remains robust with wages increasing as well.</p><p>The federal funds rate projected for the end of this year signals another 1.25 percentage points in rate hikes to come in the Fed&#39;s two remaining policy meetings in 2022, a level that implies another 75-basis-point increase in the offing.</p><p>&#34;The committee is strongly committed to returning inflation to its 2% objective,&#34; the central bank&#39;s rate-setting Federal Open Market Committee said in its policy statement after the end of a two-day policy meeting.</p><p>The Fed &#34;anticipates that ongoing increases in the target range will be appropriate.&#34;</p><p><b>GROWTH SLOWDOWN</b></p><p>The Fed&#39;s target policy rate is now at its highest level since 2008 - and new projections show it rising to the 4.25%-4.50% range by the end of this year and ending 2023 at 4.50%-4.75%.</p><p>Powell said the indicated path of rates showed the Fed was &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and that officials would &#34;keep at it until the job is done&#34; even at the risk of unemployment rising and growth slowing to a stall.</p><p>&#34;We have got to get inflation behind us,&#34; Powell told reporters. &#34;I wish there were a painless way to do that. There isn&#39;t.&#34;</p><p>Inflation by the Fed&#39;s preferred measure has been running at more than three times the central bank&#39;s target. The new projections put it on a slow path back to 2% in 2025, an extended Fed battle to quell the highest bout of inflation since the 1980s, and one that potentially pushes the economy to the borderline of a recession.</p><p>The Fed said that &#34;recent indicators point to modest growth in spending and production,&#34; but the new projections put year-end economic growth for 2022 at 0.2%, rising to 1.2% in 2023, well below the economy&#39;s potential. The unemployment rate, currently at 3.7%, is projected to rise to 3.8% this year and to 4.4% in 2023. That would be above the half-percentage-point rise in unemployment that has been associated with past recessions.</p><p>&#34;The Fed was late to recognize inflation, late to start raising interest rates, and late to start unwinding bond purchases. They&#39;ve been playing catch-up ever since. And they&#39;re not done yet,&#34; said Greg McBride, chief financial analyst at Bankrate.</p><p>U.S. stocks, already mired in a bear market over concerns about the Fed&#39;s monetary policy tightening, ended the day sharply lower, with the S&amp;P 500 index skidding 1.7%.</p><p>In the U.S. Treasury market, which plays a key role in the transmission of Fed policy decisions into the real economy, yields on the 2-year note vaulted over the 4% mark, their highest levels since 2007.</p><p>The dollar hit a fresh two-decade high against a basket of currencies, gaining more than 1%. The U.S. currency&#39;s strength - it has appreciated by more than 16% on a year-to-date basis - has stoked concern at central banks around the world about potential exchange rate and other financial shocks.</p><p>Some are not even trying to match the Fed&#39;s blistering pace of tightening, with the Bank of Japan on Thursday expected to hold fast to its ultra-easy policy and keep its policy rate at minus 0.1%, likely leaving it as the last major monetary policy authority in the world with a negative policy rate.</p><p>Others are making an effort to stay somewhat abreast of the Fed. The Bank of England, for example, is expected to lift its policy rate by at least half a percentage point on Thursday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Delivers Another Big Rate Hike; Powell Vows to \"Keep at It\"</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\">\nFed Delivers Another Big Rate Hike; Powell Vows to \"Keep at It\"\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\">2022-09-22 06:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Fed lifts target interest rate to 3.00%-3.25% range</li><li>Forecasts show another large hike likely by end of year</li><li>Powell: No &#39;painless&#39; way to bring down inflation</li></ul><p>WASHINGTON, Sept 21 (Reuters) - Federal Reserve Chair Jerome Powell vowed on Wednesday that he and his fellow policymakers would &#34;keep at&#34; their battle to beat down inflation, as the U.S. central bank hiked interest rates by three-quarters of a percentage point for a third straight time and signaled that borrowing costs would keep rising this year.</p><p>In a sobering new set of projections, the Fed foresees its policy rate rising at a faster pace and to a higher level than expected, the economy slowing to a crawl, and unemployment rising to a degree historically associated with recessions.</p><p>Powell was blunt about the &#34;pain&#34; to come, citing rising joblessness and singling out the housing market, a persistent source of rising consumer inflation, as being likely in need of a &#34;correction.&#34;</p><p>Earlier on Wednesday, the National Association of Realtors reported that U.S. existing home sales dropped for a seventh straight month in August.</p><p>The United States has had a &#34;red hot housing market ... There was a big imbalance,&#34; Powell said in a news conference after Fed policymakers unanimously agreed to raise the central bank&#39;s benchmark overnight interest rate to a range of 3.00%-3.25%. &#34;What we need is supply and demand to get better aligned ... We probably in the housing market have to go through a correction to get back to that place.&#34;</p><p>That theme, of a continuing mismatch between U.S. demand for goods and services and the ability of the country to produce or import them, ran through a briefing in which Powell stuck with the hawkish tone set during his remarks last month at the Jackson Hole central banking conference in Wyoming.</p><p>Recent inflation data has shown little to no improvement despite the Fed&#39;s aggressive tightening - it also announced 75-basis-point rate hikes in June and July - and the labor market remains robust with wages increasing as well.</p><p>The federal funds rate projected for the end of this year signals another 1.25 percentage points in rate hikes to come in the Fed&#39;s two remaining policy meetings in 2022, a level that implies another 75-basis-point increase in the offing.</p><p>&#34;The committee is strongly committed to returning inflation to its 2% objective,&#34; the central bank&#39;s rate-setting Federal Open Market Committee said in its policy statement after the end of a two-day policy meeting.</p><p>The Fed &#34;anticipates that ongoing increases in the target range will be appropriate.&#34;</p><p><b>GROWTH SLOWDOWN</b></p><p>The Fed&#39;s target policy rate is now at its highest level since 2008 - and new projections show it rising to the 4.25%-4.50% range by the end of this year and ending 2023 at 4.50%-4.75%.</p><p>Powell said the indicated path of rates showed the Fed was &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and that officials would &#34;keep at it until the job is done&#34; even at the risk of unemployment rising and growth slowing to a stall.</p><p>&#34;We have got to get inflation behind us,&#34; Powell told reporters. &#34;I wish there were a painless way to do that. There isn&#39;t.&#34;</p><p>Inflation by the Fed&#39;s preferred measure has been running at more than three times the central bank&#39;s target. The new projections put it on a slow path back to 2% in 2025, an extended Fed battle to quell the highest bout of inflation since the 1980s, and one that potentially pushes the economy to the borderline of a recession.</p><p>The Fed said that &#34;recent indicators point to modest growth in spending and production,&#34; but the new projections put year-end economic growth for 2022 at 0.2%, rising to 1.2% in 2023, well below the economy&#39;s potential. The unemployment rate, currently at 3.7%, is projected to rise to 3.8% this year and to 4.4% in 2023. That would be above the half-percentage-point rise in unemployment that has been associated with past recessions.</p><p>&#34;The Fed was late to recognize inflation, late to start raising interest rates, and late to start unwinding bond purchases. They&#39;ve been playing catch-up ever since. And they&#39;re not done yet,&#34; said Greg McBride, chief financial analyst at Bankrate.</p><p>U.S. stocks, already mired in a bear market over concerns about the Fed&#39;s monetary policy tightening, ended the day sharply lower, with the S&amp;P 500 index skidding 1.7%.</p><p>In the U.S. Treasury market, which plays a key role in the transmission of Fed policy decisions into the real economy, yields on the 2-year note vaulted over the 4% mark, their highest levels since 2007.</p><p>The dollar hit a fresh two-decade high against a basket of currencies, gaining more than 1%. The U.S. currency&#39;s strength - it has appreciated by more than 16% on a year-to-date basis - has stoked concern at central banks around the world about potential exchange rate and other financial shocks.</p><p>Some are not even trying to match the Fed&#39;s blistering pace of tightening, with the Bank of Japan on Thursday expected to hold fast to its ultra-easy policy and keep its policy rate at minus 0.1%, likely leaving it as the last major monetary policy authority in the world with a negative policy rate.</p><p>Others are making an effort to stay somewhat abreast of the Fed. The Bank of England, for example, is expected to lift its policy rate by at least half a percentage point on Thursday.</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":"1161572204","content_text":"Fed lifts target interest rate to 3.00%-3.25% rangeForecasts show another large hike likely by end of yearPowell: No 'painless' way to bring down inflationWASHINGTON, Sept 21 (Reuters) - Federal Reserve Chair Jerome Powell vowed on Wednesday that he and his fellow policymakers would \"keep at\" their battle to beat down inflation, as the U.S. central bank hiked interest rates by three-quarters of a percentage point for a third straight time and signaled that borrowing costs would keep rising this year.In a sobering new set of projections, the Fed foresees its policy rate rising at a faster pace and to a higher level than expected, the economy slowing to a crawl, and unemployment rising to a degree historically associated with recessions.Powell was blunt about the \"pain\" to come, citing rising joblessness and singling out the housing market, a persistent source of rising consumer inflation, as being likely in need of a \"correction.\"Earlier on Wednesday, the National Association of Realtors reported that U.S. existing home sales dropped for a seventh straight month in August.The United States has had a \"red hot housing market ... There was a big imbalance,\" Powell said in a news conference after Fed policymakers unanimously agreed to raise the central bank's benchmark overnight interest rate to a range of 3.00%-3.25%. \"What we need is supply and demand to get better aligned ... We probably in the housing market have to go through a correction to get back to that place.\"That theme, of a continuing mismatch between U.S. demand for goods and services and the ability of the country to produce or import them, ran through a briefing in which Powell stuck with the hawkish tone set during his remarks last month at the Jackson Hole central banking conference in Wyoming.Recent inflation data has shown little to no improvement despite the Fed's aggressive tightening - it also announced 75-basis-point rate hikes in June and July - and the labor market remains robust with wages increasing as well.The federal funds rate projected for the end of this year signals another 1.25 percentage points in rate hikes to come in the Fed's two remaining policy meetings in 2022, a level that implies another 75-basis-point increase in the offing.\"The committee is strongly committed to returning inflation to its 2% objective,\" the central bank's rate-setting Federal Open Market Committee said in its policy statement after the end of a two-day policy meeting.The Fed \"anticipates that ongoing increases in the target range will be appropriate.\"GROWTH SLOWDOWNThe Fed's target policy rate is now at its highest level since 2008 - and new projections show it rising to the 4.25%-4.50% range by the end of this year and ending 2023 at 4.50%-4.75%.Powell said the indicated path of rates showed the Fed was \"strongly resolved\" to bring down inflation from the highest levels in four decades and that officials would \"keep at it until the job is done\" even at the risk of unemployment rising and growth slowing to a stall.\"We have got to get inflation behind us,\" Powell told reporters. \"I wish there were a painless way to do that. There isn't.\"Inflation by the Fed's preferred measure has been running at more than three times the central bank's target. The new projections put it on a slow path back to 2% in 2025, an extended Fed battle to quell the highest bout of inflation since the 1980s, and one that potentially pushes the economy to the borderline of a recession.The Fed said that \"recent indicators point to modest growth in spending and production,\" but the new projections put year-end economic growth for 2022 at 0.2%, rising to 1.2% in 2023, well below the economy's potential. The unemployment rate, currently at 3.7%, is projected to rise to 3.8% this year and to 4.4% in 2023. That would be above the half-percentage-point rise in unemployment that has been associated with past recessions.\"The Fed was late to recognize inflation, late to start raising interest rates, and late to start unwinding bond purchases. They've been playing catch-up ever since. And they're not done yet,\" said Greg McBride, chief financial analyst at Bankrate.U.S. stocks, already mired in a bear market over concerns about the Fed's monetary policy tightening, ended the day sharply lower, with the S&P 500 index skidding 1.7%.In the U.S. Treasury market, which plays a key role in the transmission of Fed policy decisions into the real economy, yields on the 2-year note vaulted over the 4% mark, their highest levels since 2007.The dollar hit a fresh two-decade high against a basket of currencies, gaining more than 1%. The U.S. currency's strength - it has appreciated by more than 16% on a year-to-date basis - has stoked concern at central banks around the world about potential exchange rate and other financial shocks.Some are not even trying to match the Fed's blistering pace of tightening, with the Bank of Japan on Thursday expected to hold fast to its ultra-easy policy and keep its policy rate at minus 0.1%, likely leaving it as the last major monetary policy authority in the world with a negative policy rate.Others are making an effort to stay somewhat abreast of the Fed. The Bank of England, for example, is expected to lift its policy rate by at least half a percentage point on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919258354,"gmtCreate":1663810608779,"gmtModify":1676537340816,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258354","repostId":"2269195611","repostType":4,"repost":{"id":"2269195611","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":1663803926,"share":"https://ttm.financial/m/news/2269195611?lang=&edition=fundamental","pubTime":"2022-09-22 07:45","market":"us","language":"en","title":"\"Fear Gauge\" Futures Signals U.S. Stock Selling Crescendo","url":"https://stock-news.laohu8.com/highlight/detail?id=2269195611","media":"Reuters","summary":"NEW YORK, Sept 21 (Reuters) - Futures tied to Wall Street's fear gauge on Wednesday sent a signal th","content":"<html><head></head><body><p>NEW YORK, Sept 21 (Reuters) - Futures tied to Wall Street&#39;s fear gauge on Wednesday sent a signal that has historically marked intense selling pressure in markets, but has sometimes preceded stock market rebounds.</p><p>The October VIX futures (.VIX) rose 0.28 points above the November futures on Wednesday, the widest margin since mid-June, after Wall Street&#39;s main indexes sold off following a 75 basis point interest rate hike by the Federal Reserve.</p><p>VIX futures, which plot volatility expectations for several months ahead, normally remain upward sloping, with near-term futures relatively less pricey than those that target coming months.</p><p>An inverted curve, when near-dated contracts are more expensive than later dated ones, suggests investors are growing more worried about near-term events, raising the cost of hedging.</p><p>Such a signal has occurred prominently five times since 2020, with two instances followed by market rebounds, including the most recent one in mid-June.</p><p>&#34;It&#39;s usually a sign all the risk is being pulled into the here and the now,&#34; said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.</p><p>&#34;That&#39;s why often we will look at it as a capitulation indicator,&#34; Murphy said.</p><p>The two nearest VIX futures last inverted in June, amid a bout of intense selling that drove the S&amp;P 500 to its bear market low. The index rebounded 17% soon after, though most of that rally has been reversed on fears the Fed will be more hawkish than previously anticipated.</p><p>While an inversion this time may indicate intensifying selling pressure, it does not necessarily signal an immediate end to the market&#39;s recent slide, Murphy said. For instance, the two front month VIX futures remained inverted for a month - from mid-February through mid-March - before the stock market sell-off in the first quarter took a breather.</p><p></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>\"Fear Gauge\" Futures Signals U.S. Stock Selling Crescendo</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\">\n\"Fear Gauge\" Futures Signals U.S. Stock Selling Crescendo\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\">2022-09-22 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, Sept 21 (Reuters) - Futures tied to Wall Street&#39;s fear gauge on Wednesday sent a signal that has historically marked intense selling pressure in markets, but has sometimes preceded stock market rebounds.</p><p>The October VIX futures (.VIX) rose 0.28 points above the November futures on Wednesday, the widest margin since mid-June, after Wall Street&#39;s main indexes sold off following a 75 basis point interest rate hike by the Federal Reserve.</p><p>VIX futures, which plot volatility expectations for several months ahead, normally remain upward sloping, with near-term futures relatively less pricey than those that target coming months.</p><p>An inverted curve, when near-dated contracts are more expensive than later dated ones, suggests investors are growing more worried about near-term events, raising the cost of hedging.</p><p>Such a signal has occurred prominently five times since 2020, with two instances followed by market rebounds, including the most recent one in mid-June.</p><p>&#34;It&#39;s usually a sign all the risk is being pulled into the here and the now,&#34; said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.</p><p>&#34;That&#39;s why often we will look at it as a capitulation indicator,&#34; Murphy said.</p><p>The two nearest VIX futures last inverted in June, amid a bout of intense selling that drove the S&amp;P 500 to its bear market low. The index rebounded 17% soon after, though most of that rally has been reversed on fears the Fed will be more hawkish than previously anticipated.</p><p>While an inversion this time may indicate intensifying selling pressure, it does not necessarily signal an immediate end to the market&#39;s recent slide, Murphy said. For instance, the two front month VIX futures remained inverted for a month - from mid-February through mid-March - before the stock market sell-off in the first quarter took a breather.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SVXY":"0.5倍做空波动率指数短期期货ETF","VIX":"标普500波动率指数","TVIX":"二倍做多VIX波动率指数短期期权ETN","VXX":"短期VIX期货ETN","VIXY":"波动率短期期货指数ETF",".DJI":"道琼斯","UVXY":"1.5倍做多恐慌指数短期期货ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269195611","content_text":"NEW YORK, Sept 21 (Reuters) - Futures tied to Wall Street's fear gauge on Wednesday sent a signal that has historically marked intense selling pressure in markets, but has sometimes preceded stock market rebounds.The October VIX futures (.VIX) rose 0.28 points above the November futures on Wednesday, the widest margin since mid-June, after Wall Street's main indexes sold off following a 75 basis point interest rate hike by the Federal Reserve.VIX futures, which plot volatility expectations for several months ahead, normally remain upward sloping, with near-term futures relatively less pricey than those that target coming months.An inverted curve, when near-dated contracts are more expensive than later dated ones, suggests investors are growing more worried about near-term events, raising the cost of hedging.Such a signal has occurred prominently five times since 2020, with two instances followed by market rebounds, including the most recent one in mid-June.\"It's usually a sign all the risk is being pulled into the here and the now,\" said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.\"That's why often we will look at it as a capitulation indicator,\" Murphy said.The two nearest VIX futures last inverted in June, amid a bout of intense selling that drove the S&P 500 to its bear market low. The index rebounded 17% soon after, though most of that rally has been reversed on fears the Fed will be more hawkish than previously anticipated.While an inversion this time may indicate intensifying selling pressure, it does not necessarily signal an immediate end to the market's recent slide, Murphy said. For instance, the two front month VIX futures remained inverted for a month - from mid-February through mid-March - before the stock market sell-off in the first quarter took a breather.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935401877,"gmtCreate":1663118099599,"gmtModify":1676537207124,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935401877","repostId":"1187313415","repostType":4,"repost":{"id":"1187313415","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663117060,"share":"https://ttm.financial/m/news/1187313415?lang=&edition=fundamental","pubTime":"2022-09-14 08:57","market":"sg","language":"en","title":"Singapore Stocks To Watch: Ascendas Reit, Parkway Life Reit, Keppel, GYP, Centurion","url":"https://stock-news.laohu8.com/highlight/detail?id=1187313415","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Wednesda","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Sep 14):</p><p><a href=\"https://laohu8.com/S/A17U.SI\">Ascendas Real Estate Investment Trust</a>: The manager of Ascendas Real Estate Investment Trust (Ascendas Reit) has proposed to acquire a cold storage logistics facility for S$191.9 million, it said on Wednesday (Sep 14).</p><p>The property, which is located at 1 Buroh Lane, is the real estate investment trust’s (Reit) first cold storage facility investment in Singapore, said William Tay, chief executive of the manager, in a press statement.</p><p>Assuming the proposed transaction was completed on Jan 1, 2021, the manager expects a distribution per unit (DPU) accretion of 0.56 per cent or an improvement of 0.086 Singapore cent on a pro forma basis.</p><p><a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life Reit</a>: The trustee of Parkway Life Reit (PLife Reit) has entered an agreement to acquire 3 nursing homes in Hokkaido for a sum of 2.56 billion yen (S$26.1 million), in a move to further expand the healthcare Reit’s Japan portfolio.</p><p>The 3 properties – Blue Terrace Kagura, Blue Rise Nopporo and Blue Terrace Taisetsu – are being sold by Blue Melon Capital Kabushiki Kaisha and its wholly-owned subsidiary, K2 Healthcare Sapporo Godo Kaisha.</p><p>These facilities are operated by Blue Care Kabushiki Kaisha, a wholly-owned subsidiary of Living Platform, one of PLife Reit’s existing nursing home operators in Japan.</p><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corp</a>: Keppel Corp and its subsidiaries have spent over $3.2 billion on stakes in infrastructure, positioning the company for growth.</p><p>UOB Kay Hian analyst Adrian Loh has maintained his “buy” call for Keppel Corp with a target price (TP) of $10.11, representing a 36% upside.</p><p>In his report dated Sept 12, Loh says that Keppel and its subsidiaries’ expenditure of over $3.2 billion on stakes in infrastructure has put in place the “foundations for the next stage of growth” after the company’s planned divestment of its offshore marine unit, which is expected in 4Q2022.</p><p><a href=\"https://laohu8.com/S/AWS.SI\">GYP</a>: RUMAH &amp; Co has once again sweetened its bid to privatise GYP Properties, raising the offer price to a final S$0.20 per share in cash, up 6.4 per cent from the previous price of S$0.188.</p><p>This comes after the offeror had on Sep 1raised the offer priceto S$0.188 per share, from the initial S$0.168 per share announced on Jul 8. The close of the offer has been extended to 5.30pm on Oct 7, the offeror announced in a bourse filing on Tuesday (Sep 13).</p><p><a href=\"https://laohu8.com/S/BWCU.SI\">Centurion</a>: Centurion&#39;s Westlite in Malaysia is expanding to address needs of employers and HR agents.</p><p>Westlite Accommodation Malaysia, an owner-operator of Purpose-Built Workers Accommodation (PBWA) or Centralised Accommodations, today announced plans to increase its PBWA capacity in Malaysia to cater to the growing needs of multinational companies, small and medium enterprises and human resource agents there.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks To Watch: Ascendas Reit, Parkway Life Reit, Keppel, GYP, Centurion</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\">\nSingapore Stocks To Watch: Ascendas Reit, Parkway Life Reit, Keppel, GYP, Centurion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-14 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Wednesday (Sep 14):</p><p><a href=\"https://laohu8.com/S/A17U.SI\">Ascendas Real Estate Investment Trust</a>: The manager of Ascendas Real Estate Investment Trust (Ascendas Reit) has proposed to acquire a cold storage logistics facility for S$191.9 million, it said on Wednesday (Sep 14).</p><p>The property, which is located at 1 Buroh Lane, is the real estate investment trust’s (Reit) first cold storage facility investment in Singapore, said William Tay, chief executive of the manager, in a press statement.</p><p>Assuming the proposed transaction was completed on Jan 1, 2021, the manager expects a distribution per unit (DPU) accretion of 0.56 per cent or an improvement of 0.086 Singapore cent on a pro forma basis.</p><p><a href=\"https://laohu8.com/S/C2PU.SI\">Parkway Life Reit</a>: The trustee of Parkway Life Reit (PLife Reit) has entered an agreement to acquire 3 nursing homes in Hokkaido for a sum of 2.56 billion yen (S$26.1 million), in a move to further expand the healthcare Reit’s Japan portfolio.</p><p>The 3 properties – Blue Terrace Kagura, Blue Rise Nopporo and Blue Terrace Taisetsu – are being sold by Blue Melon Capital Kabushiki Kaisha and its wholly-owned subsidiary, K2 Healthcare Sapporo Godo Kaisha.</p><p>These facilities are operated by Blue Care Kabushiki Kaisha, a wholly-owned subsidiary of Living Platform, one of PLife Reit’s existing nursing home operators in Japan.</p><p><a href=\"https://laohu8.com/S/BN4.SI\">Keppel Corp</a>: Keppel Corp and its subsidiaries have spent over $3.2 billion on stakes in infrastructure, positioning the company for growth.</p><p>UOB Kay Hian analyst Adrian Loh has maintained his “buy” call for Keppel Corp with a target price (TP) of $10.11, representing a 36% upside.</p><p>In his report dated Sept 12, Loh says that Keppel and its subsidiaries’ expenditure of over $3.2 billion on stakes in infrastructure has put in place the “foundations for the next stage of growth” after the company’s planned divestment of its offshore marine unit, which is expected in 4Q2022.</p><p><a href=\"https://laohu8.com/S/AWS.SI\">GYP</a>: RUMAH &amp; Co has once again sweetened its bid to privatise GYP Properties, raising the offer price to a final S$0.20 per share in cash, up 6.4 per cent from the previous price of S$0.188.</p><p>This comes after the offeror had on Sep 1raised the offer priceto S$0.188 per share, from the initial S$0.168 per share announced on Jul 8. The close of the offer has been extended to 5.30pm on Oct 7, the offeror announced in a bourse filing on Tuesday (Sep 13).</p><p><a href=\"https://laohu8.com/S/BWCU.SI\">Centurion</a>: Centurion&#39;s Westlite in Malaysia is expanding to address needs of employers and HR agents.</p><p>Westlite Accommodation Malaysia, an owner-operator of Purpose-Built Workers Accommodation (PBWA) or Centralised Accommodations, today announced plans to increase its PBWA capacity in Malaysia to cater to the growing needs of multinational companies, small and medium enterprises and human resource agents there.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C2PU.SI":"百汇生命产业信托","A17U.SI":"凯德腾飞房产信托","BN4.SI":"吉宝有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187313415","content_text":"THE following companies saw new developments that may affect trading of their securities on Wednesday (Sep 14):Ascendas Real Estate Investment Trust: The manager of Ascendas Real Estate Investment Trust (Ascendas Reit) has proposed to acquire a cold storage logistics facility for S$191.9 million, it said on Wednesday (Sep 14).The property, which is located at 1 Buroh Lane, is the real estate investment trust’s (Reit) first cold storage facility investment in Singapore, said William Tay, chief executive of the manager, in a press statement.Assuming the proposed transaction was completed on Jan 1, 2021, the manager expects a distribution per unit (DPU) accretion of 0.56 per cent or an improvement of 0.086 Singapore cent on a pro forma basis.Parkway Life Reit: The trustee of Parkway Life Reit (PLife Reit) has entered an agreement to acquire 3 nursing homes in Hokkaido for a sum of 2.56 billion yen (S$26.1 million), in a move to further expand the healthcare Reit’s Japan portfolio.The 3 properties – Blue Terrace Kagura, Blue Rise Nopporo and Blue Terrace Taisetsu – are being sold by Blue Melon Capital Kabushiki Kaisha and its wholly-owned subsidiary, K2 Healthcare Sapporo Godo Kaisha.These facilities are operated by Blue Care Kabushiki Kaisha, a wholly-owned subsidiary of Living Platform, one of PLife Reit’s existing nursing home operators in Japan.Keppel Corp: Keppel Corp and its subsidiaries have spent over $3.2 billion on stakes in infrastructure, positioning the company for growth.UOB Kay Hian analyst Adrian Loh has maintained his “buy” call for Keppel Corp with a target price (TP) of $10.11, representing a 36% upside.In his report dated Sept 12, Loh says that Keppel and its subsidiaries’ expenditure of over $3.2 billion on stakes in infrastructure has put in place the “foundations for the next stage of growth” after the company’s planned divestment of its offshore marine unit, which is expected in 4Q2022.GYP: RUMAH & Co has once again sweetened its bid to privatise GYP Properties, raising the offer price to a final S$0.20 per share in cash, up 6.4 per cent from the previous price of S$0.188.This comes after the offeror had on Sep 1raised the offer priceto S$0.188 per share, from the initial S$0.168 per share announced on Jul 8. The close of the offer has been extended to 5.30pm on Oct 7, the offeror announced in a bourse filing on Tuesday (Sep 13).Centurion: Centurion's Westlite in Malaysia is expanding to address needs of employers and HR agents.Westlite Accommodation Malaysia, an owner-operator of Purpose-Built Workers Accommodation (PBWA) or Centralised Accommodations, today announced plans to increase its PBWA capacity in Malaysia to cater to the growing needs of multinational companies, small and medium enterprises and human resource agents there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190352307704080,"gmtCreate":1687498256090,"gmtModify":1687498259895,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"T","listText":"T","text":"T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190352307704080","repostId":"2345752034","repostType":2,"repost":{"id":"2345752034","pubTimestamp":1687473000,"share":"https://ttm.financial/m/news/2345752034?lang=&edition=fundamental","pubTime":"2023-06-23 06:30","market":"us","language":"en","title":"4 Top Dividend Payers of the S&P 500","url":"https://stock-news.laohu8.com/highlight/detail?id=2345752034","media":"Motley Fool","summary":"High-yielding S&P 500 stocks need to be examined carefully. Some can be highly risky.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>High yields are not always a good thing, with some indicating a high risk of a dividend cut.</p></li><li><p>Some companies have proven they can support a high yield thanks to their solid business fundamentals.</p></li><li><p>Some high-yield stocks have risks that go beyond the financial realm.</p></li></ul><p><strong>Advance Auto Parts</strong> was one of the highest-yielding stocks in the <strong>S&amp;P 500</strong> index not so long ago. And then it drastically reduced its dividend, trimming the quarterly payout by 83%. This is why simply buying the highest yield isn&#39;t always the best idea.</p><p>For those seeking out high yields, here are the four top dividend-yielding stocks in the S&amp;P 500 index at the moment. Let&#39;s take a closer look at each and determine why each company is on the list and whether they will remain there.</p><h2>1. Altria: A slow attrition and a rising risk</h2><p><strong>Altria</strong> sits atop the S&amp;P 500 for dividend yield right now, with a huge 8.5% yield. The company mainly sells cigarettes in the United States under iconic names like Marlboro. This single fact might keep many investors away, given the health issues surrounding cigarettes. But there&#39;s more to the story.</p><p>Altria has long faced a slow attrition of customers as smoking has fallen out of favor. It has been increasing prices to offset the impact, allowing it to keep supporting its big dividend. Meanwhile, it has looked for ways to reach beyond cigarettes.</p><p>There are risks on both sides here. It is likely that, eventually, the number of smokers will drop so low that raising prices will no longer be a viable tactic. And it has made material strategic errors as it looks to expand, including billions in write-offs related to a marijuana investment and its investment in Juul, a vaping company that fell on hard times. Investors with a conservative bent should probably avoid Altria.</p><h2>2. <a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>: Caught up in a crisis that has ended</h2><p><strong>KeyCorp</strong> is a regional U.S. bank with an 8.2% dividend yield. The company&#39;s shares got caught up in the banking crisis in early 2023 when a number of regional banks faced bank runs, and a few ended up closing. However, KeyCorp seems to have held up fairly well, with deposits only falling around 1.6% in the first quarter of the year. While banking and checking account deposits slid nearly 5%, it appears that much of that cash merely shifted to things like CDs, which offer higher yields, within the bank itself.</p><p>That said, KeyCorp&#39;s Tier 1 ratio was 9.1%, which is a bit low compared to the strongest banks. So there is a reason for the high yield. And yet, during the first-quarter 2023 earnings conference call, management highlighted its commitment to the dividend. While this is not a low-risk investment choice, more aggressive types might want to do a deep dive as this could be a case of the baby getting tossed out with the bathwater.</p><h2>3. Lincoln National: Stuck in an insurance rut</h2><p><strong>Lincoln National</strong> has a roughly 7.4% dividend yield. The company operates in the insurance industry. New accounting rules led to a first-quarter 2023 loss of $5.37 per share compared to a profit of $8.39 in the same quarter of 2022. Those two figures help explain why investors might be worried about the dividend here. </p><p>Adding to the concern is that Lincoln National is &#34;Executing on our objectives to rebuild capital and increase ongoing free cash flow,&#34; according to management. Coupled with the red ink, the company is clearly not operating from a position of strength today. Management estimates that its adjusted earnings, which takes out one-time items, totaled $1.52 per share, which is more than enough to pay the stock&#39;s $0.45-per-share quarterly dividend. However, this is clearly a turnaround play right now that&#39;s only appropriate for more aggressive investors.</p><h2>4. Verizon: Operating in a capital-intensive sector</h2><p>Telecom <strong>Verizon Communications</strong> and its roughly 7.2% dividend yield rounds out the list of top S&amp;P 500 dividend stocks. The company is one of the largest cellular service providers in the United States. It also has sizable operations in lines directly into customers&#39; homes, such as its fiber-optic-based FiOS business. It has long been a leading telecom stock and a fairly consistent dividend payer. Although the dividend hasn&#39;t increased every year, it has trended generally higher over time. It is probably the lowest-risk option on this list.</p><p>And yet there are some caveats to consider. For example, the telecom industry is capital-intensive and cellular technology is in the middle of yet another upgrade cycle. Verizon&#39;s balance sheet is heavily leveraged with a debt-to-equity ratio of roughly 1.6 times, a bit higher than the 1.4 times or so of its closest peer, <strong>AT&amp;T</strong>. Also, the company&#39;s legacy businesses are under pressure as more people switch to using cellular-only services. Cellular service, meanwhile, is highly competitive. So Verizon&#39;s high yield exists for a reason, though, given the history here, the company has proven to be an adept competitor and probably offers a good risk/reward balance for most investors.</p><h2>Tread carefully</h2><p>The four companies on this list of high-yield stocks are all very different. They all have high yields for a reason, with some in a better position to sustain the dividends than others. KeyCorp and Verizon are probably the most attractive, given their histories and businesses. Altria and Lincoln National are more risky, with Altria bringing up social issues that might lead investors to look elsewhere. </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 Dividend Payers of the S&P 500</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 Dividend Payers of the S&P 500\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-23 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/22/4-top-dividend-payers-of-the-sp-500/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSHigh yields are not always a good thing, with some indicating a high risk of a dividend cut.Some companies have proven they can support a high yield thanks to their solid business ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/22/4-top-dividend-payers-of-the-sp-500/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","KEY":"KeyCorp","BK4550":"红杉资本持仓","VZ":"威瑞森","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","MO":"奥驰亚","BK4559":"巴菲特持仓","BK4581":"高盛持仓","BK4588":"碎股","LNC":"林肯国民"},"source_url":"https://www.fool.com/investing/2023/06/22/4-top-dividend-payers-of-the-sp-500/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345752034","content_text":"KEY POINTSHigh yields are not always a good thing, with some indicating a high risk of a dividend cut.Some companies have proven they can support a high yield thanks to their solid business fundamentals.Some high-yield stocks have risks that go beyond the financial realm.Advance Auto Parts was one of the highest-yielding stocks in the S&P 500 index not so long ago. And then it drastically reduced its dividend, trimming the quarterly payout by 83%. This is why simply buying the highest yield isn't always the best idea.For those seeking out high yields, here are the four top dividend-yielding stocks in the S&P 500 index at the moment. Let's take a closer look at each and determine why each company is on the list and whether they will remain there.1. Altria: A slow attrition and a rising riskAltria sits atop the S&P 500 for dividend yield right now, with a huge 8.5% yield. The company mainly sells cigarettes in the United States under iconic names like Marlboro. This single fact might keep many investors away, given the health issues surrounding cigarettes. But there's more to the story.Altria has long faced a slow attrition of customers as smoking has fallen out of favor. It has been increasing prices to offset the impact, allowing it to keep supporting its big dividend. Meanwhile, it has looked for ways to reach beyond cigarettes.There are risks on both sides here. It is likely that, eventually, the number of smokers will drop so low that raising prices will no longer be a viable tactic. And it has made material strategic errors as it looks to expand, including billions in write-offs related to a marijuana investment and its investment in Juul, a vaping company that fell on hard times. Investors with a conservative bent should probably avoid Altria.2. KeyCorp: Caught up in a crisis that has endedKeyCorp is a regional U.S. bank with an 8.2% dividend yield. The company's shares got caught up in the banking crisis in early 2023 when a number of regional banks faced bank runs, and a few ended up closing. However, KeyCorp seems to have held up fairly well, with deposits only falling around 1.6% in the first quarter of the year. While banking and checking account deposits slid nearly 5%, it appears that much of that cash merely shifted to things like CDs, which offer higher yields, within the bank itself.That said, KeyCorp's Tier 1 ratio was 9.1%, which is a bit low compared to the strongest banks. So there is a reason for the high yield. And yet, during the first-quarter 2023 earnings conference call, management highlighted its commitment to the dividend. While this is not a low-risk investment choice, more aggressive types might want to do a deep dive as this could be a case of the baby getting tossed out with the bathwater.3. Lincoln National: Stuck in an insurance rutLincoln National has a roughly 7.4% dividend yield. The company operates in the insurance industry. New accounting rules led to a first-quarter 2023 loss of $5.37 per share compared to a profit of $8.39 in the same quarter of 2022. Those two figures help explain why investors might be worried about the dividend here. Adding to the concern is that Lincoln National is \"Executing on our objectives to rebuild capital and increase ongoing free cash flow,\" according to management. Coupled with the red ink, the company is clearly not operating from a position of strength today. Management estimates that its adjusted earnings, which takes out one-time items, totaled $1.52 per share, which is more than enough to pay the stock's $0.45-per-share quarterly dividend. However, this is clearly a turnaround play right now that's only appropriate for more aggressive investors.4. Verizon: Operating in a capital-intensive sectorTelecom Verizon Communications and its roughly 7.2% dividend yield rounds out the list of top S&P 500 dividend stocks. The company is one of the largest cellular service providers in the United States. It also has sizable operations in lines directly into customers' homes, such as its fiber-optic-based FiOS business. It has long been a leading telecom stock and a fairly consistent dividend payer. Although the dividend hasn't increased every year, it has trended generally higher over time. It is probably the lowest-risk option on this list.And yet there are some caveats to consider. For example, the telecom industry is capital-intensive and cellular technology is in the middle of yet another upgrade cycle. Verizon's balance sheet is heavily leveraged with a debt-to-equity ratio of roughly 1.6 times, a bit higher than the 1.4 times or so of its closest peer, AT&T. Also, the company's legacy businesses are under pressure as more people switch to using cellular-only services. Cellular service, meanwhile, is highly competitive. So Verizon's high yield exists for a reason, though, given the history here, the company has proven to be an adept competitor and probably offers a good risk/reward balance for most investors.Tread carefullyThe four companies on this list of high-yield stocks are all very different. They all have high yields for a reason, with some in a better position to sustain the dividends than others. KeyCorp and Verizon are probably the most attractive, given their histories and businesses. Altria and Lincoln National are more risky, with Altria bringing up social issues that might lead investors to look elsewhere.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988137891,"gmtCreate":1666690449417,"gmtModify":1676537790405,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988137891","repostId":"1103591408","repostType":4,"repost":{"id":"1103591408","pubTimestamp":1666688726,"share":"https://ttm.financial/m/news/1103591408?lang=&edition=fundamental","pubTime":"2022-10-25 17:05","market":"us","language":"en","title":"Better Cloud Stock: Zoom Video Communications vs. RingCentral","url":"https://stock-news.laohu8.com/highlight/detail?id=1103591408","media":"Motley Fool","summary":"Which cloud-based communications company is a better buy?","content":"<html><head></head><body><p><b>Zoom Video Communications</b> and <b>RingCentral</b> both disrupted traditional phone calls with cloud-based communication services. Zoom, which was founded in 2011, initially simplified online video calls before rolling out voice-only calls and other collaboration features. RingCentral, which was founded in 1999, created a cloud-based private branch exchange (PBX) business telephone system called RingCentral Office. It subsequently expanded that ecosystem with virtual fax services, collaboration tools, and videoconferencing tools licensed from Zoom.</p><p>Investors flocked to both stocks during the buying frenzy in growth stocks in 2020 and 2021. Zoom&#39;s stock closed at an all-time high of $568.34 in October 2020, but it now trades at roughly $80. Likewise, RingCentral&#39;s stock reached its all-time high of $443.29 last February, but it&#39;s now worth about $33 a share. Both stocks fizzled out as rising interest rates drove investors away from higher-growth tech stocks. But is either beaten-down cloud communications stock still worth buying today?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/551b604850d9dd52414603a93be0be04\" tg-width=\"1920\" tg-height=\"1300\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: ZOOM.</span></p><h2>What happened to Zoom?</h2><p>Zoom&#39;s revenue soared 326% to $2.7 billion in fiscal 2021, which ended in January of the calendar year, as more people worked from home, attended online classes, and stayed in touch through screens throughout the pandemic. Zoom&#39;s catchy brand and streamlined interface enabled it to disrupt older videoconference platforms like <b>Microsoft</b>&#39;s Skype and <b>Cisco</b>&#39;s Webex. Its meteoric growth prompted many other tech companies to launch similar services.</p><p>But in fiscal 2022, Zoom&#39;s revenue only rose 55% to $4.1 billion as the lockdown measures ended. In fiscal 2023, it expects its revenue to increase a mere 7% to about $4.4 billion, which indicates its high-growth days are over.</p><p>Last year, Zoom attempted to buy <b>Five9</b>, a provider of cloud-based contact center software, to expand its ecosystem and boost its sales as its core business cooled off. But Five9&#39;s investors rejected Zoom&#39;s offer and the deal was terminated last September.</p><p>Zoom is still profitable by both generally accepted accounting principles (GAAP) and non-GAAP (adjusted) measures. After surging a whopping 854% in fiscal 2021, Zoom&#39;s non-GAAP earnings per share (EPS) increased another 52% in fiscal 2022. But in fiscal 2023, it&#39;s bracing for a 27% to 28% decline as it ramps up its spending on new features.</p><p>Zoom believes that some of those new features -- like Zoom Phone (for audio calls and text messages), Zoom IQ (for managing sales teams), and Zoom&#39;s Contact Center (for intra-office and customer service communications) -- will stabilize its long-term growth. However, that expansion could also fragment its ecosystem, dilute its brand, and force it to compete more aggressively against diversified cloud-based enterprise communications platforms like Microsoft Teams.</p><h2>What happened to RingCentral?</h2><p>RingCentral generated more stable growth than Zoom over the past two years because it primarily served businesses instead of mainstream customers. The pandemic forced businesses to continue relying on its cloud-based collaboration services, but it also temporary throttled its growth in new customers.</p><p>As a result, RingCentral didn&#39;t experience a huge growth spurt or a slowdown during the pandemic. Instead, it grew at a steady pace -- and its growth accelerated after the pandemic ended and it started to lock in more businesses again.</p><p>RingCentral&#39;s revenue rose 31% to $1.2 billion in 2020 and grew 35% to $1.6 billion in 2021. It expects its revenue to increase another 27% to 28% this year, even though it admitted that its larger customers were starting to exhibit more &#34;cautious buying behavior&#34; as they assessed the macro headwinds.</p><p>RingCentral still isn&#39;t profitable on a GAAP basis. But on a non-GAAP basis, its earnings per share rose 20% in 2020, increased 37% in 2021, and it expects 43% to 46% growth this year. Like Zoom, RingCentral believes the secular shift toward remote and hybrid work will drive its long-term growth.</p><p>However, the bears think that RingCentral will struggle as Zoom, Microsoft, and other companies gradually creep into its backyard with audio-only calls, cloud-based storage services, and other collaboration tools. Zoom also plans to stop licensing its technology to RingCentral for its videoconferencing services in the near future, and the imminent end of that partnership (which started in 2013) has forced RingCentral to build its own first-party videoconferencing platform. Those investments could squeeze its near-term margins.</p><h2>Which cloud stock is the better value?</h2><p>Zoom&#39;s stock trades at 21 times forward earnings, while RingCentral has a much lower forward price-to-earnings ratio of 14. That lower valuation, along with its more broadly diversified business and higher growth rates, make RingCentral a much better investment in the disruption of legacy enterprise communications services than Zoom, which has yet to prove that it can actually evolve into a more diversified cloud-based communications giant.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Cloud Stock: Zoom Video Communications vs. RingCentral</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Cloud Stock: Zoom Video Communications vs. RingCentral\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 17:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/25/better-cloud-stock-zoom-video-communications-vs-ri/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zoom Video Communications and RingCentral both disrupted traditional phone calls with cloud-based communication services. Zoom, which was founded in 2011, initially simplified online video calls ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/25/better-cloud-stock-zoom-video-communications-vs-ri/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","RNG":"Ringcentral Inc."},"source_url":"https://www.fool.com/investing/2022/10/25/better-cloud-stock-zoom-video-communications-vs-ri/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103591408","content_text":"Zoom Video Communications and RingCentral both disrupted traditional phone calls with cloud-based communication services. Zoom, which was founded in 2011, initially simplified online video calls before rolling out voice-only calls and other collaboration features. RingCentral, which was founded in 1999, created a cloud-based private branch exchange (PBX) business telephone system called RingCentral Office. It subsequently expanded that ecosystem with virtual fax services, collaboration tools, and videoconferencing tools licensed from Zoom.Investors flocked to both stocks during the buying frenzy in growth stocks in 2020 and 2021. Zoom's stock closed at an all-time high of $568.34 in October 2020, but it now trades at roughly $80. Likewise, RingCentral's stock reached its all-time high of $443.29 last February, but it's now worth about $33 a share. Both stocks fizzled out as rising interest rates drove investors away from higher-growth tech stocks. But is either beaten-down cloud communications stock still worth buying today?IMAGE SOURCE: ZOOM.What happened to Zoom?Zoom's revenue soared 326% to $2.7 billion in fiscal 2021, which ended in January of the calendar year, as more people worked from home, attended online classes, and stayed in touch through screens throughout the pandemic. Zoom's catchy brand and streamlined interface enabled it to disrupt older videoconference platforms like Microsoft's Skype and Cisco's Webex. Its meteoric growth prompted many other tech companies to launch similar services.But in fiscal 2022, Zoom's revenue only rose 55% to $4.1 billion as the lockdown measures ended. In fiscal 2023, it expects its revenue to increase a mere 7% to about $4.4 billion, which indicates its high-growth days are over.Last year, Zoom attempted to buy Five9, a provider of cloud-based contact center software, to expand its ecosystem and boost its sales as its core business cooled off. But Five9's investors rejected Zoom's offer and the deal was terminated last September.Zoom is still profitable by both generally accepted accounting principles (GAAP) and non-GAAP (adjusted) measures. After surging a whopping 854% in fiscal 2021, Zoom's non-GAAP earnings per share (EPS) increased another 52% in fiscal 2022. But in fiscal 2023, it's bracing for a 27% to 28% decline as it ramps up its spending on new features.Zoom believes that some of those new features -- like Zoom Phone (for audio calls and text messages), Zoom IQ (for managing sales teams), and Zoom's Contact Center (for intra-office and customer service communications) -- will stabilize its long-term growth. However, that expansion could also fragment its ecosystem, dilute its brand, and force it to compete more aggressively against diversified cloud-based enterprise communications platforms like Microsoft Teams.What happened to RingCentral?RingCentral generated more stable growth than Zoom over the past two years because it primarily served businesses instead of mainstream customers. The pandemic forced businesses to continue relying on its cloud-based collaboration services, but it also temporary throttled its growth in new customers.As a result, RingCentral didn't experience a huge growth spurt or a slowdown during the pandemic. Instead, it grew at a steady pace -- and its growth accelerated after the pandemic ended and it started to lock in more businesses again.RingCentral's revenue rose 31% to $1.2 billion in 2020 and grew 35% to $1.6 billion in 2021. It expects its revenue to increase another 27% to 28% this year, even though it admitted that its larger customers were starting to exhibit more \"cautious buying behavior\" as they assessed the macro headwinds.RingCentral still isn't profitable on a GAAP basis. But on a non-GAAP basis, its earnings per share rose 20% in 2020, increased 37% in 2021, and it expects 43% to 46% growth this year. Like Zoom, RingCentral believes the secular shift toward remote and hybrid work will drive its long-term growth.However, the bears think that RingCentral will struggle as Zoom, Microsoft, and other companies gradually creep into its backyard with audio-only calls, cloud-based storage services, and other collaboration tools. Zoom also plans to stop licensing its technology to RingCentral for its videoconferencing services in the near future, and the imminent end of that partnership (which started in 2013) has forced RingCentral to build its own first-party videoconferencing platform. Those investments could squeeze its near-term margins.Which cloud stock is the better value?Zoom's stock trades at 21 times forward earnings, while RingCentral has a much lower forward price-to-earnings ratio of 14. That lower valuation, along with its more broadly diversified business and higher growth rates, make RingCentral a much better investment in the disruption of legacy enterprise communications services than Zoom, which has yet to prove that it can actually evolve into a more diversified cloud-based communications giant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913941087,"gmtCreate":1663900326749,"gmtModify":1676537359813,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[{"img":"https://community-static.tradeup.com/news/1bfd7df21dac697936f31d48aadccc8f","width":"720","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913941087","isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9919258496,"gmtCreate":1663810647116,"gmtModify":1676537340832,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258496","repostId":"1159773533","repostType":4,"repost":{"id":"1159773533","pubTimestamp":1663809684,"share":"https://ttm.financial/m/news/1159773533?lang=&edition=fundamental","pubTime":"2022-09-22 09:21","market":"sg","language":"en","title":"Singapore’s Rising Costs of Running a Business Outpace Hong Kong","url":"https://stock-news.laohu8.com/highlight/detail?id=1159773533","media":"Bloomberg","summary":"Singapore looks like an attractive location for firms wanting to exit Hong Kong, but they may find a","content":"<html><head></head><body><p>Singapore looks like an attractive location for firms wanting to exit Hong Kong, but they may find a move to the city-state hits their bottom line more than expected.</p><p>With inflation soaring to the highest level in 14 years, expenses including the hiring of talent, office space and utilities are rising at a faster pace in Singapore than in its financial rival, where price increases have been more modest.</p><p><img src=\"https://static.tigerbbs.com/7bc1495e8c4c154c1447b49306b531b9\" tg-width=\"985\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p><p>Accelerating prices haven’t stopped the rate of new businessformation in the Southeast Asian city-state from reaching a 17-month high in August. In Hong Kong, the number of new local businesses has held roughly steady with 2021’s pace but is down from a peak in 2017.</p><p>Here’s the outlook facing companies considering a relocation:</p><p><b>Office Rents</b></p><p>Hong Kong is the most expensive office market in the world, but unpredictable virus guidelines and political uncertainty has plagued its economy, forcing landlords to cut office rents in core business districts through June by 4% from December. In contrast, the cost of rent in Singapore’s central business area accelerated for a third quarter, continuing its upward momentum.</p><p><img src=\"https://static.tigerbbs.com/b7f21d4adc5d9d9be1684003b0bb0cfe\" tg-width=\"971\" tg-height=\"573\" width=\"100%\" height=\"auto\"/></p><p>Singapore’s rental costs still remain well below Hong Kong’s, and even Beijing’s, according to a report by real estate investing firm JLL Singapore, but the gap is narrowing.</p><p><b>Covid Rules and Labor Supply</b></p><p>Singapore has scrapped the majority of its Covid-19 restrictions, including mask wearing in most places, taking strides towards normalcy and a full reopening to the world with the aim of luring more white-collar talent. Meanwhile, Hong Kong is playing catch-up, finally moving toward the elimination of mandatory hotel quarantine for inbound travelers after requiring 21 days.</p><p>As a result of earlier quarantine clampdowns, labor tightness has been an issue for both hubs. Singapore’s ratio of job vacancies to those unemployed reached a historic high in the second quarter. That resulted in salaries for new job offers rising faster than those in Hong Kong in many key sectors last year.</p><p><img src=\"https://static.tigerbbs.com/7abba6d6f413c3246e75bf9f396b3e3c\" tg-width=\"959\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>“Singapore’s faster reopening and ‘living with Covid’ versus Hong Kong’s ‘zero Covid’ strategy is driving the divergence and higher increase in manpower and rental costs,” said Chua Hak Bin, an economist at Maybank Investment Banking Group.</p><p>Numbers aren’t available yet for this year, but pay increases for civil servants, which can have a knock-on effect to the private sector, have shown some notable differences. Singapore’s civil servants are expecting a pay raise ranging from 5% to 14% this year, while Hong Kong proposed a 2.5% boost.</p><p><b>Electricity and Other Costs</b></p><p>Hong Kong regulates its two electricity providers, but it isn’t immune to the energy price increases that swept the globe following the war in Ukraine. The North Asia financial hub’s electricity prices jumped in 2021 before settling down this year, only to be outpaced by Singapore, which saw its latest electricity inflation rate rising to the highest on record.</p><p><img src=\"https://static.tigerbbs.com/eb47c046d4ca051ca6b16b2c135a5d94\" tg-width=\"966\" tg-height=\"586\" width=\"100%\" height=\"auto\"/></p><p>For now, Singapore’s faster inflation isn’t a major drag.</p><p>“Higher manpower and rents may slow business formation but will probably not derail the rising trend,” said Maybank’s Chua.</p><p>For firms thinking of a move, or starting from scratch, a key question is how long these trends will continue. Is Singapore at the start of a boom cycle that will see costs out pace Hong Kong for years, or will Hong Kong’s prices pick up pace now that the city is starting to move past the toughest of its Covid-era restrictions.</p><p>Until that becomes clearer, other structural factors may prove decisive for companies trying to make a decision now. Those include the intensifying geopolitical rivalry between the US and China, Hong Kong’s national security laws and the diversification of supply chains towards ASEAN countries.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore’s Rising Costs of Running a Business Outpace Hong Kong</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore’s Rising Costs of Running a Business Outpace Hong Kong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 09:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-21/singapore-s-rising-costs-of-running-a-business-outpace-hong-kong?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore looks like an attractive location for firms wanting to exit Hong Kong, but they may find a move to the city-state hits their bottom line more than expected.With inflation soaring to the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-21/singapore-s-rising-costs-of-running-a-business-outpace-hong-kong?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-21/singapore-s-rising-costs-of-running-a-business-outpace-hong-kong?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159773533","content_text":"Singapore looks like an attractive location for firms wanting to exit Hong Kong, but they may find a move to the city-state hits their bottom line more than expected.With inflation soaring to the highest level in 14 years, expenses including the hiring of talent, office space and utilities are rising at a faster pace in Singapore than in its financial rival, where price increases have been more modest.Accelerating prices haven’t stopped the rate of new businessformation in the Southeast Asian city-state from reaching a 17-month high in August. In Hong Kong, the number of new local businesses has held roughly steady with 2021’s pace but is down from a peak in 2017.Here’s the outlook facing companies considering a relocation:Office RentsHong Kong is the most expensive office market in the world, but unpredictable virus guidelines and political uncertainty has plagued its economy, forcing landlords to cut office rents in core business districts through June by 4% from December. In contrast, the cost of rent in Singapore’s central business area accelerated for a third quarter, continuing its upward momentum.Singapore’s rental costs still remain well below Hong Kong’s, and even Beijing’s, according to a report by real estate investing firm JLL Singapore, but the gap is narrowing.Covid Rules and Labor SupplySingapore has scrapped the majority of its Covid-19 restrictions, including mask wearing in most places, taking strides towards normalcy and a full reopening to the world with the aim of luring more white-collar talent. Meanwhile, Hong Kong is playing catch-up, finally moving toward the elimination of mandatory hotel quarantine for inbound travelers after requiring 21 days.As a result of earlier quarantine clampdowns, labor tightness has been an issue for both hubs. Singapore’s ratio of job vacancies to those unemployed reached a historic high in the second quarter. That resulted in salaries for new job offers rising faster than those in Hong Kong in many key sectors last year.“Singapore’s faster reopening and ‘living with Covid’ versus Hong Kong’s ‘zero Covid’ strategy is driving the divergence and higher increase in manpower and rental costs,” said Chua Hak Bin, an economist at Maybank Investment Banking Group.Numbers aren’t available yet for this year, but pay increases for civil servants, which can have a knock-on effect to the private sector, have shown some notable differences. Singapore’s civil servants are expecting a pay raise ranging from 5% to 14% this year, while Hong Kong proposed a 2.5% boost.Electricity and Other CostsHong Kong regulates its two electricity providers, but it isn’t immune to the energy price increases that swept the globe following the war in Ukraine. The North Asia financial hub’s electricity prices jumped in 2021 before settling down this year, only to be outpaced by Singapore, which saw its latest electricity inflation rate rising to the highest on record.For now, Singapore’s faster inflation isn’t a major drag.“Higher manpower and rents may slow business formation but will probably not derail the rising trend,” said Maybank’s Chua.For firms thinking of a move, or starting from scratch, a key question is how long these trends will continue. Is Singapore at the start of a boom cycle that will see costs out pace Hong Kong for years, or will Hong Kong’s prices pick up pace now that the city is starting to move past the toughest of its Covid-era restrictions.Until that becomes clearer, other structural factors may prove decisive for companies trying to make a decision now. Those include the intensifying geopolitical rivalry between the US and China, Hong Kong’s national security laws and the diversification of supply chains towards ASEAN countries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919258224,"gmtCreate":1663810636569,"gmtModify":1676537340824,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258224","repostId":"2269163612","repostType":4,"repost":{"id":"2269163612","pubTimestamp":1663810278,"share":"https://ttm.financial/m/news/2269163612?lang=&edition=fundamental","pubTime":"2022-09-22 09:31","market":"us","language":"en","title":"Upstart: The Good, The Bad, And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=2269163612","media":"Seeking Alpha","summary":"SummaryIn 2022, Upstart's lending marketplace volumes have been contracting violently as funding par","content":"<html><head></head><body><h2>Summary</h2><ul><li>In 2022, Upstart&#39;s lending marketplace volumes have been contracting violently as funding partners turn risk averse homogeneously due to fears of a potential economic recession.</li><li>Despite this volume contraction, Upstart is still operating at breakeven to positive free cash flow, adding new credit union partners to its lending marketplace, and expanding its auto dealership footprint.</li><li>With interest rates climbing higher and inflation staying elevated, Upstart&#39;s credit performance is likely to get worse, which in turn could keep its marketplace - funding constrained - for longer.</li><li>As I see it, Upstart&#39;s lending volumes will likely continue to contract further in H2 2022 and probably into 2023 or at least until the Fed pivots (slows or reverses its quantitative tightening program).</li><li>Considering the risk/reward, I continue to like UPST stock as a long-term buy at ~$24 (with an insurance policy, i.e., options-based hedging strategy).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcaf3098269a8edf09402ae666fbffbc\" tg-width=\"1080\" tg-height=\"714\" width=\"100%\" height=\"auto\"/><span>DNY59</span></p><h2>Introduction</h2><p>As an Upstart (NASDAQ:UPST) investor, I&#39;m rooting for the good, preparing for the bad, and positioning for the ugly.</p><p><b>The Good:</b> Upstart is suffering a violent contraction in lending volumes due to a rapidly deteriorating credit market. However, whenwe look under the hood, the company is still adding new partners to its AI-powered lending marketplace and expanding its presence among auto dealerships.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3f069eda742677379019a565439303b\" tg-width=\"640\" tg-height=\"454\" width=\"100%\" height=\"auto\"/><span>Upstart Q2 Earnings Presentation</span></p><p><b>Recently announced lending partnerships:</b></p><ul><li>Vantage West Credit Union Partners with Upstart to Offer a More Streamlined, Digital-first Borrowing Experience[8th September 2022]</li><li>Alliant Credit Union Selects Upstart for a Personal Lending Fintech Partnership[17th August 2022]</li></ul><p>Even during this uncertain macroeconomic environment, Upstart adding more partners to its marketplace is setting up the company for a brighter future. When the credit cycle turns (and it will turn at some point [hopefully, in 2023]), Upstart&#39;s business is likely to come back stronger than ever (if its credit performance holds up well).</p><p>In the meantime, Upstart&#39;s robust unit economics and low fixed cost structures are set to enable the business to remain free cash flow positive during this down cycle. With $800M of cash on its balance sheet, Upstart has enough firepower to survive through these tumultuous macroeconomic conditions.</p><p><b>The Bad:</b> Upstart&#39;s lending marketplace is funding constrained, and according to recent commentary from the company&#39;s C-suite, Upstart&#39;s funding partners are still being risk averse (homogeneously), and no progress has been made on securing committed funding for their marketplace (plans announced in Q2 earnings call). In fact, the management admitted during recent conferences that the committed funding plan is something for the next downturn in debt markets.</p><h2>Links to recent conferences held in mid-September:</h2><ul><li>Goldman Sachs Communacopia + Technology Conference: Fireside Chat with Dave Girouard</li><li>Piper Sandler Growth Frontiers Conference, Fireside Chat with Sanjay Datta</li></ul><p>With funding partners and institutional investors bailing on Upstart, its volumes could remain in free fall until the credit cycle turns (and that&#39;s likely not happening until the Fed pivots).</p><p><b>The Ugly:</b> In my analysis of Upstart&#39;s Q2 results, I highlighted the fact that its credit performance data for 2021 cohorts was unimpressive. And recent data from KBRA shows that many of Upstart&#39;s ABS securitization trusts have recently suffered (or are set to suffer) trigger breaches [Current Cumulative Net Defaults [CND] &gt; Expected CND].</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b452ffdaf273481a101a268cfd880746\" tg-width=\"640\" tg-height=\"235\" width=\"100%\" height=\"auto\"/><span>KBRA news release</span></p><p>Upstart&#39;s AI has never been tested in a recessionary environment, and if its credit performance fails to match or outperform FICO-based loans, institutional investors and funding partners may pull back permanently from Upstart&#39;s marketplace. In such a scenario, Upstart will not be able to scale due to the limitations of its balance sheet. The company&#39;s long-term future will then be as a financial lending institution, similar to LendingClub (LC) or SoFi (SOFI). Again, this doesn&#39;t mean Upstart would be a bad business; it would just be a very different business than what Upstart&#39;s management has set out to build. The valuation would look a lot different too, but more on that later.</p><p>In the first half of Q3, Upstart&#39;s business would have gotten some relief as interest moderated somewhat; however, the second half of Q3 saw surging interest rates, as shown in the chart below. As of writing, the 2-yr treasury yield is inching towards 4%, and the 10-yr treasury yield is ~3.6%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/457e76fc6bc799e48cd4ce92fcb2f834\" tg-width=\"640\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>US Treasury Yields (YCharts)</span></p><p>Inflation readings are coming in hot despite consumer sentiment being down in the dumps, and the yield curve inversion is pointing towards a potential recession. Honestly, I think that Upstart&#39;s credit performance data is set to get worse over coming quarters as it would for almost all lending institutions amid an unprecedented quantitative tightening from central banks across the globe.</p><p>If Upstart&#39;s credit performance is better than peers during the next few quarters, we will see a sharp recovery in its marketplace lending volumes once the credit cycle turns. However, if Upstart&#39;s relative performance is not better than peers, we may be left with a slow to no growth, digital-lending fintech business (with no bank charter [i.e., high-cost structure]). Upstart&#39;s management has presented data that shows its AI&#39;s superior risk separation capabilities, and the next few quarters will determine if this data is reliable.</p><p>Another concerning data point I have come across is Upstart&#39;s website traffic. While total traffic grew by 12% y/y in August, Desktop views tanked by ~35%. Rising interest rates are set to lower the demand for loans and impact Upstart&#39;s conversion rates (as seen in Q2). As a result, Upstart&#39;s lending activity may continue to contract for the foreseeable future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1064ae071dc533e56528acea4319f76\" tg-width=\"640\" tg-height=\"288\" width=\"100%\" height=\"auto\"/><span>TipRanks</span></p><p>With all of this information in mind, let&#39;s re-evaluate Upstart&#39;s intrinsic value and expected returns.</p><h2>Upstart&#39;s Fair Value And Expected Returns</h2><p>To find the fair value and expected return of Upstart, we will use TQI&#39;s Valuation model:</p><p>After internalizing Upstart&#39;s Q3 revenue guidance, recent management commentary at conferences, interest rate trajectory, and website traffic data, I am cutting my revenue forecast for 2022 from $900M to $800M. All the remaining assumptions are held constant from my previous analysis.</p><p><img src=\"https://static.tigerbbs.com/34e00979cf8405a61280f88ade843ee7\" tg-width=\"640\" tg-height=\"550\" width=\"100%\" height=\"auto\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a38135fb367604a520be83adbdf4d8f\" tg-width=\"640\" tg-height=\"312\" width=\"100%\" height=\"auto\"/><span>TQI Valuation Model (tqig.org)</span></p><p>In accordance with these results, I am cutting my fair value estimate for Upstart from ~$58 to ~$47 per share and reducing my 5-yr price target to $171 per share. Since these expected returns are well above my required IRR of 25% for high-risk, moonshot growth bets like Upstart, I continue to rate Upstart a &#39;Strong Buy&#39; for long-term investors.</p><h2>My Positioning For UPST</h2><p>As I said at the start of this article, I am positioning for the ugly; however, before we see how that looks, let&#39;s go over some history.</p><p>So, as you may know, Upstart has been a part of my portfolio since early 2021, and I have added to my long position on several occasions through my monthly capital allocation plans. After factoring in all my purchases, I owned Upstart at a cost basis of $78 in May 2022. My investment thesis and hedging strategy (expired in August 2022) can be found here:</p><ul><li>Upstart: An Opportunity Of A Lifetime Or A Tragic Mistake?[Investment Thesis, Positioning, and Valuation - 18th July 2022]</li></ul><p>On earnings day, I shared a preview note and suggested a short squeeze in Upstart on potentially better-than-feared guidance for Q3.</p><ul><li>Upstart Q2 Preview: Short-Sellers Should Brace For Impact[Q2 Earnings Preview - 8th August 2022]</li></ul><p>While actual guidance came in worse than my bear case projections, the stock still squeezed higher. However, the horror of the Q3 guide and yet another business model pivot led me to suggest profit-booking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e0dd2dac1872e66edebb88efa4f1201\" tg-width=\"627\" tg-height=\"140\" width=\"100%\" height=\"auto\"/><span>Author&#39;s note</span></p><p>And here&#39;s what I wrote in my detailed review of Upstart&#39;s Q2 earnings report:</p><blockquote>After a strong rally going into Q2 earnings, Upstart&#39;s stock squeezed up to $37.50; however, we have seen a sharp retracement in the stock over the last three trading sessions. On Upstart&#39;s earnings day [8th August], I issued a buy rating on the stock at $29 per share, and while the stock is now trading below this level, I want to congratulate those who took profits on the post-ER rally.</blockquote><blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04c5ed5e73694adbda5ec606c8be0d91\" tg-width=\"640\" tg-height=\"183\" width=\"100%\" height=\"auto\"/><span>Author&#39;s Note</span></p></blockquote><blockquote><i><b>As we know, Upstart&#39;s financial numbers are heading in the wrong direction, and the company is undergoing a business model transition. With turmoil in debt markets unlikely to end in the near term, the stock could remain volatile over the coming months. Upstart has hit turbulence, the seat belt sign is on, and all trading bets are off.</b></i></blockquote><blockquote>From a long-term perspective, I continue to remain bullish on Upstart. The business is still operating at breakeven FCF with robust unit economics. With ~$800M in cash, Upstart&#39;s liquidity position is strong enough to get through this downturn in the debt markets. Once debt markets normalize, Upstart could emerge as a big beneficiary since its credit underwriting will have been war tested (i.e., proven). Personally, I have been proactively managing risk in Upstart through option-based hedging strategies; and I will continue to do so for the next couple of quarters.</blockquote><blockquote>Source: Upstart: The Seat Belt Sign Is On [Q2 Earnings &amp; Q3 Guidance Review - 22nd August 2022]</blockquote><p>On the expiry of my previous hedge (19th August 2022), I exercised my $48 Puts and bought back an equivalent number of shares over the last two weeks of August (at ~$25.6 per share). While I had the opportunity to double my position (by number of shares) in Upstart [effectively cutting my cost basis to $39 per share], I kept the excess cash to deploy into Opendoor (OPEN), Hims &amp; Hers (HIMS), and Roku (ROKU). The reason for doing so was management&#39;s flip-flop on Upstart&#39;s use of the balance sheet as a bridge for loans, concerns around credit performance, and shrinking lending activity. Now, in effect, I ended up reducing my portfolio exposure to Upstart by half (it is still a double-digit portfolio weight for me). My effective cost basis for Upstart is now ~$55.5 (previously, it was $78), and I think the last hedge worked out very well.</p><p>With interest rates climbing higher and the Fed steaming forward with its quantitative tightening program, Upstart&#39;s lending volumes may contract further in coming quarters. While I am happy with the progress Upstart is making on expanding its marketplace through the addition of partners and extension into other loan categories, the near to medium term business outlook for Upstart looks bleak.</p><p>Upstart has ample cash to survive this debt cycle downturn; however, as Upstart&#39;s balance sheet risk increases with more loans showing up on the books, the market may choose to price it like a traditional lender. And I have outlined in my previous research notes that such a valuation (1-1.5x book value) would put Upstart&#39;s market cap at around ~$0.8-1.2B. This figure is half of where Upstart is trading right now, and I am preparing for this sort of ugly scenario with my new hedging strategy.</p><p>For every 100 shares of Upstart, I bought 1 $25 Put, sold 1 $40 Call, and sold 2 $12.5 Puts. This hedging strategy cost me absolutely nothing (in fact, it yielded 3 cents a share); however, it limits my upside to +56% [$40], provides downside protection up to -50% [$12.5], and obligates me to double my position (by number of shares) at $12.5 per share if the share is trading below this level at expiry.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/746debcc7bfd52c08fe4c60f6c01975d\" tg-width=\"640\" tg-height=\"119\" width=\"100%\" height=\"auto\"/><span>Managed Risk Portfolio (The Quantamental Investor)</span></p><p>Since I can exercise the $25 Put to fulfill this obligation, I am effectively gifting myself the ability to significantly reduce my cost in the event of a meltdown in Upstart&#39;s stock. Under $12.5, I will start losing more money, but I am willing to take this risk as I still believe in the mission and vision of Upstart, and there&#39;s a good chance this business will bounce back stronger in a new credit cycle.</p><p>The hedging strategy showcased above is implemented within &#34;TQI&#39;s Managed Risk Portfolio&#34;, which is a collection of tactical positions on some of TQI&#39;s highest conviction investment ideas, designed to deliver superior risk-adjusted returns over the next 12 months. In a vicious bear market, TQI&#39;s Managed Risk Portfolio is our way of swinging for the fences with insurance policies limiting our downside risks.</p><h2>Final Thoughts</h2><p>As a long-term investor, I continue to believe in Upstart&#39;s vision of transforming the credit industry with artificial intelligence, and I truly hope that Upstart can succeed where predecessors like LendingClub have failed. Nothing is guaranteed in investing, but Upstart is one of those generational bets that can end up disrupting a multi-trillion-dollar industry.</p><p>While Upstart is facing several headwinds, the company has enough liquidity ($800M in cash) to get through this debt cycle downturn. The fact that Upstart is not burning cash (operating near FCF breakeven) helps. If Upstart&#39;s AI proves its ability to price credit risk better than traditional FICO-based models, we can expect explosive volume growth at Upstart over the next few years. However, investors may need to wait patiently for the credit markets to unfreeze, which may not happen until the Fed pivots (slows or reverses its quantitative tightening program). And in this period, Upstart&#39;s management is likely to be forced into raising balance sheet risk to support lending volumes.</p><p>Marketplace funding constraints and the risk of Upstart being left holding a big bag of bad loans are sending shockwaves into Upstart&#39;s investor base that was primarily betting on a marketplace business with massive scalability and no balance sheet risk. With the financial performance set to get worse amid rising balance sheet risk, Upstart&#39;s stock may suffer more pain in the near term.</p><p>Considering the asymmetric risk/reward on offer, I continue to like Upstart as a long-term buy at ~$24. However, I am taking this high-risk, high-reward bet with an insurance policy, i.e., an options-based hedging strategy. Since early May, I have been hedged on most of my portfolio in a similar vein to Upstart, and this proactive risk management has enabled me to protect my wealth, increase holdings in my highest conviction ideas with little to no additional capital, and sleep well at night during this vicious bear market of 2022.</p><p><b>Key Takeaway:</b> I rate Upstart a &#39;Strong Buy&#39; for long-term investors at $24.</p><p>Thanks for reading, and happy investing. Please let me know if you have any thoughts, questions, or concerns in the comments section below or send me a direct message on SA.</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>Upstart: The Good, The Bad, And The Ugly</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\">\nUpstart: The Good, The Bad, And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542140-upstart-the-good-the-bad-and-the-ugly><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn 2022, Upstart's lending marketplace volumes have been contracting violently as funding partners turn risk averse homogeneously due to fears of a potential economic recession.Despite this ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542140-upstart-the-good-the-bad-and-the-ugly\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4542140-upstart-the-good-the-bad-and-the-ugly","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269163612","content_text":"SummaryIn 2022, Upstart's lending marketplace volumes have been contracting violently as funding partners turn risk averse homogeneously due to fears of a potential economic recession.Despite this volume contraction, Upstart is still operating at breakeven to positive free cash flow, adding new credit union partners to its lending marketplace, and expanding its auto dealership footprint.With interest rates climbing higher and inflation staying elevated, Upstart's credit performance is likely to get worse, which in turn could keep its marketplace - funding constrained - for longer.As I see it, Upstart's lending volumes will likely continue to contract further in H2 2022 and probably into 2023 or at least until the Fed pivots (slows or reverses its quantitative tightening program).Considering the risk/reward, I continue to like UPST stock as a long-term buy at ~$24 (with an insurance policy, i.e., options-based hedging strategy).DNY59IntroductionAs an Upstart (NASDAQ:UPST) investor, I'm rooting for the good, preparing for the bad, and positioning for the ugly.The Good: Upstart is suffering a violent contraction in lending volumes due to a rapidly deteriorating credit market. However, whenwe look under the hood, the company is still adding new partners to its AI-powered lending marketplace and expanding its presence among auto dealerships.Upstart Q2 Earnings PresentationRecently announced lending partnerships:Vantage West Credit Union Partners with Upstart to Offer a More Streamlined, Digital-first Borrowing Experience[8th September 2022]Alliant Credit Union Selects Upstart for a Personal Lending Fintech Partnership[17th August 2022]Even during this uncertain macroeconomic environment, Upstart adding more partners to its marketplace is setting up the company for a brighter future. When the credit cycle turns (and it will turn at some point [hopefully, in 2023]), Upstart's business is likely to come back stronger than ever (if its credit performance holds up well).In the meantime, Upstart's robust unit economics and low fixed cost structures are set to enable the business to remain free cash flow positive during this down cycle. With $800M of cash on its balance sheet, Upstart has enough firepower to survive through these tumultuous macroeconomic conditions.The Bad: Upstart's lending marketplace is funding constrained, and according to recent commentary from the company's C-suite, Upstart's funding partners are still being risk averse (homogeneously), and no progress has been made on securing committed funding for their marketplace (plans announced in Q2 earnings call). In fact, the management admitted during recent conferences that the committed funding plan is something for the next downturn in debt markets.Links to recent conferences held in mid-September:Goldman Sachs Communacopia + Technology Conference: Fireside Chat with Dave GirouardPiper Sandler Growth Frontiers Conference, Fireside Chat with Sanjay DattaWith funding partners and institutional investors bailing on Upstart, its volumes could remain in free fall until the credit cycle turns (and that's likely not happening until the Fed pivots).The Ugly: In my analysis of Upstart's Q2 results, I highlighted the fact that its credit performance data for 2021 cohorts was unimpressive. And recent data from KBRA shows that many of Upstart's ABS securitization trusts have recently suffered (or are set to suffer) trigger breaches [Current Cumulative Net Defaults [CND] > Expected CND].KBRA news releaseUpstart's AI has never been tested in a recessionary environment, and if its credit performance fails to match or outperform FICO-based loans, institutional investors and funding partners may pull back permanently from Upstart's marketplace. In such a scenario, Upstart will not be able to scale due to the limitations of its balance sheet. The company's long-term future will then be as a financial lending institution, similar to LendingClub (LC) or SoFi (SOFI). Again, this doesn't mean Upstart would be a bad business; it would just be a very different business than what Upstart's management has set out to build. The valuation would look a lot different too, but more on that later.In the first half of Q3, Upstart's business would have gotten some relief as interest moderated somewhat; however, the second half of Q3 saw surging interest rates, as shown in the chart below. As of writing, the 2-yr treasury yield is inching towards 4%, and the 10-yr treasury yield is ~3.6%.US Treasury Yields (YCharts)Inflation readings are coming in hot despite consumer sentiment being down in the dumps, and the yield curve inversion is pointing towards a potential recession. Honestly, I think that Upstart's credit performance data is set to get worse over coming quarters as it would for almost all lending institutions amid an unprecedented quantitative tightening from central banks across the globe.If Upstart's credit performance is better than peers during the next few quarters, we will see a sharp recovery in its marketplace lending volumes once the credit cycle turns. However, if Upstart's relative performance is not better than peers, we may be left with a slow to no growth, digital-lending fintech business (with no bank charter [i.e., high-cost structure]). Upstart's management has presented data that shows its AI's superior risk separation capabilities, and the next few quarters will determine if this data is reliable.Another concerning data point I have come across is Upstart's website traffic. While total traffic grew by 12% y/y in August, Desktop views tanked by ~35%. Rising interest rates are set to lower the demand for loans and impact Upstart's conversion rates (as seen in Q2). As a result, Upstart's lending activity may continue to contract for the foreseeable future.TipRanksWith all of this information in mind, let's re-evaluate Upstart's intrinsic value and expected returns.Upstart's Fair Value And Expected ReturnsTo find the fair value and expected return of Upstart, we will use TQI's Valuation model:After internalizing Upstart's Q3 revenue guidance, recent management commentary at conferences, interest rate trajectory, and website traffic data, I am cutting my revenue forecast for 2022 from $900M to $800M. All the remaining assumptions are held constant from my previous analysis.TQI Valuation Model (tqig.org)In accordance with these results, I am cutting my fair value estimate for Upstart from ~$58 to ~$47 per share and reducing my 5-yr price target to $171 per share. Since these expected returns are well above my required IRR of 25% for high-risk, moonshot growth bets like Upstart, I continue to rate Upstart a 'Strong Buy' for long-term investors.My Positioning For UPSTAs I said at the start of this article, I am positioning for the ugly; however, before we see how that looks, let's go over some history.So, as you may know, Upstart has been a part of my portfolio since early 2021, and I have added to my long position on several occasions through my monthly capital allocation plans. After factoring in all my purchases, I owned Upstart at a cost basis of $78 in May 2022. My investment thesis and hedging strategy (expired in August 2022) can be found here:Upstart: An Opportunity Of A Lifetime Or A Tragic Mistake?[Investment Thesis, Positioning, and Valuation - 18th July 2022]On earnings day, I shared a preview note and suggested a short squeeze in Upstart on potentially better-than-feared guidance for Q3.Upstart Q2 Preview: Short-Sellers Should Brace For Impact[Q2 Earnings Preview - 8th August 2022]While actual guidance came in worse than my bear case projections, the stock still squeezed higher. However, the horror of the Q3 guide and yet another business model pivot led me to suggest profit-booking.Author's noteAnd here's what I wrote in my detailed review of Upstart's Q2 earnings report:After a strong rally going into Q2 earnings, Upstart's stock squeezed up to $37.50; however, we have seen a sharp retracement in the stock over the last three trading sessions. On Upstart's earnings day [8th August], I issued a buy rating on the stock at $29 per share, and while the stock is now trading below this level, I want to congratulate those who took profits on the post-ER rally.Author's NoteAs we know, Upstart's financial numbers are heading in the wrong direction, and the company is undergoing a business model transition. With turmoil in debt markets unlikely to end in the near term, the stock could remain volatile over the coming months. Upstart has hit turbulence, the seat belt sign is on, and all trading bets are off.From a long-term perspective, I continue to remain bullish on Upstart. The business is still operating at breakeven FCF with robust unit economics. With ~$800M in cash, Upstart's liquidity position is strong enough to get through this downturn in the debt markets. Once debt markets normalize, Upstart could emerge as a big beneficiary since its credit underwriting will have been war tested (i.e., proven). Personally, I have been proactively managing risk in Upstart through option-based hedging strategies; and I will continue to do so for the next couple of quarters.Source: Upstart: The Seat Belt Sign Is On [Q2 Earnings & Q3 Guidance Review - 22nd August 2022]On the expiry of my previous hedge (19th August 2022), I exercised my $48 Puts and bought back an equivalent number of shares over the last two weeks of August (at ~$25.6 per share). While I had the opportunity to double my position (by number of shares) in Upstart [effectively cutting my cost basis to $39 per share], I kept the excess cash to deploy into Opendoor (OPEN), Hims & Hers (HIMS), and Roku (ROKU). The reason for doing so was management's flip-flop on Upstart's use of the balance sheet as a bridge for loans, concerns around credit performance, and shrinking lending activity. Now, in effect, I ended up reducing my portfolio exposure to Upstart by half (it is still a double-digit portfolio weight for me). My effective cost basis for Upstart is now ~$55.5 (previously, it was $78), and I think the last hedge worked out very well.With interest rates climbing higher and the Fed steaming forward with its quantitative tightening program, Upstart's lending volumes may contract further in coming quarters. While I am happy with the progress Upstart is making on expanding its marketplace through the addition of partners and extension into other loan categories, the near to medium term business outlook for Upstart looks bleak.Upstart has ample cash to survive this debt cycle downturn; however, as Upstart's balance sheet risk increases with more loans showing up on the books, the market may choose to price it like a traditional lender. And I have outlined in my previous research notes that such a valuation (1-1.5x book value) would put Upstart's market cap at around ~$0.8-1.2B. This figure is half of where Upstart is trading right now, and I am preparing for this sort of ugly scenario with my new hedging strategy.For every 100 shares of Upstart, I bought 1 $25 Put, sold 1 $40 Call, and sold 2 $12.5 Puts. This hedging strategy cost me absolutely nothing (in fact, it yielded 3 cents a share); however, it limits my upside to +56% [$40], provides downside protection up to -50% [$12.5], and obligates me to double my position (by number of shares) at $12.5 per share if the share is trading below this level at expiry.Managed Risk Portfolio (The Quantamental Investor)Since I can exercise the $25 Put to fulfill this obligation, I am effectively gifting myself the ability to significantly reduce my cost in the event of a meltdown in Upstart's stock. Under $12.5, I will start losing more money, but I am willing to take this risk as I still believe in the mission and vision of Upstart, and there's a good chance this business will bounce back stronger in a new credit cycle.The hedging strategy showcased above is implemented within \"TQI's Managed Risk Portfolio\", which is a collection of tactical positions on some of TQI's highest conviction investment ideas, designed to deliver superior risk-adjusted returns over the next 12 months. In a vicious bear market, TQI's Managed Risk Portfolio is our way of swinging for the fences with insurance policies limiting our downside risks.Final ThoughtsAs a long-term investor, I continue to believe in Upstart's vision of transforming the credit industry with artificial intelligence, and I truly hope that Upstart can succeed where predecessors like LendingClub have failed. Nothing is guaranteed in investing, but Upstart is one of those generational bets that can end up disrupting a multi-trillion-dollar industry.While Upstart is facing several headwinds, the company has enough liquidity ($800M in cash) to get through this debt cycle downturn. The fact that Upstart is not burning cash (operating near FCF breakeven) helps. If Upstart's AI proves its ability to price credit risk better than traditional FICO-based models, we can expect explosive volume growth at Upstart over the next few years. However, investors may need to wait patiently for the credit markets to unfreeze, which may not happen until the Fed pivots (slows or reverses its quantitative tightening program). And in this period, Upstart's management is likely to be forced into raising balance sheet risk to support lending volumes.Marketplace funding constraints and the risk of Upstart being left holding a big bag of bad loans are sending shockwaves into Upstart's investor base that was primarily betting on a marketplace business with massive scalability and no balance sheet risk. With the financial performance set to get worse amid rising balance sheet risk, Upstart's stock may suffer more pain in the near term.Considering the asymmetric risk/reward on offer, I continue to like Upstart as a long-term buy at ~$24. However, I am taking this high-risk, high-reward bet with an insurance policy, i.e., an options-based hedging strategy. Since early May, I have been hedged on most of my portfolio in a similar vein to Upstart, and this proactive risk management has enabled me to protect my wealth, increase holdings in my highest conviction ideas with little to no additional capital, and sleep well at night during this vicious bear market of 2022.Key Takeaway: I rate Upstart a 'Strong Buy' for long-term investors at $24.Thanks for reading, and happy investing. Please let me know if you have any thoughts, questions, or concerns in the comments section below or send me a direct message on SA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919258034,"gmtCreate":1663810579929,"gmtModify":1676537340808,"author":{"id":"4115455742852712","authorId":"4115455742852712","name":"jekok","avatar":"https://community-static.tradeup.com/news/7cd8eef5e8647765552db7a9157795fd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115455742852712","authorIdStr":"4115455742852712"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BWCU.SI\">$EC WORLD REIT(BWCU.SI)$</a>","listText":"<a href=\"https://ttm.financial/S/BWCU.SI\">$EC WORLD REIT(BWCU.SI)$</a>","text":"$EC WORLD REIT(BWCU.SI)$","images":[{"img":"https://community-static.tradeup.com/news/9849a8938984a8b7af542a1df38a5fdb","width":"720","height":"1372"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919258034","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}